Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Additional benefit to avoid discrimination

   By Gary, January 13, 2005
   • 7 replies
   • 1.4k views
   • 
   • AndyH
   • January 14, 2005

2. Burn Notice

   By Andy the Actuary, August 14, 2008
   • 2 replies
   • 1.4k views
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   • Andy the Actuary
   • August 15, 2008

3. If a client implemented a DB plan and then in a year or so filed bankruptcy, would the money in the DB plan be protected or would "preferential treatment" apply?

   By Guest Donna Neuhauser, June 1, 2005
   • 8 replies
   • 1.4k views
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   • AndyH
   • June 1, 2005

4. Filing 5500 without 5330

   By Guest GMP, September 20, 2007
   • 2 replies
   • 1.4k views
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   • david rigby
   • September 20, 2007

5. Lump sum due under cash balance plan - would it be greater of the acco

   By Gary, July 18, 2000
   • 2 replies
   • 1.4k views
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   • Guest
   • July 18, 2000

6. 401(h) Account

   By Guest mbw, April 29, 2009
   • 0 replies
   • 1.4k views
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   • Guest
   • April 29, 2009

7. Billing

   By Guest GMP, July 30, 2009
   • 5 replies
   • 1.4k views
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   • SoCalActuary
   • August 3, 2009

8. Hours of Service

   By Guest cafeaulait08, August 5, 2005
   • 7 replies
   • 1.4k views
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   • Kirk Maldonado
   • August 6, 2005

9. contribution in employer stock

   By Scuba 401, November 2, 2010
   • 7 replies
   • 1.4k views
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   • KJohnson
   • November 3, 2010

10. Schedule SB-Line 14 (FTAP)

    By JAY21, April 28, 2009
    • 6 replies
    • 1.4k views
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    • Guest
    • May 20, 2009

11. Current Timing for DL on Termination

    By Guest bobolink, October 14, 2010
    • 8 replies
    • 1.4k views
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    • Dougsbpc
    • October 18, 2010

12. Funding for LS

    By Guest RBlaine, May 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • May 20, 2009

13. Out with the old and in with the new

    By Hoard1, January 18, 2000
    • 1 reply
    • 1.4k views
    • 
    • Lorraine Dorsa
    • January 18, 2000

14. 415 Limit on 1st Day of Plan Year

    By JAY21, June 20, 2008
    • 5 replies
    • 1.4k views
    • 
    • JAY21
    • June 20, 2008

15. Coverage Testing Frozen Plan

    By Guest mcfeldman, November 11, 2013   

    • coverage
    • soft freeze
    • (and 1 more)

      Tagged with:

      • coverage
      • soft freeze
      • excludable employees
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 11, 2013

16. Datair

    By Andy the Actuary, January 27, 2009
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • January 27, 2009

17. In-Kind Reversion To Employer

    By Guest danwintz, May 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 2, 2000

18. Schedule K-1, Passive Income

    By emmetttrudy, December 18, 2009
    • 0 replies
    • 1.4k views
    • 
    • emmetttrudy
    • December 18, 2009

19. Plan with no actives

    By FAPInJax, May 12, 2003
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • May 12, 2003

20. Late 5500's and PBGC Forms

    By goldtpa, March 20, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • March 20, 2006

21. PBGC variable premium FFL exemption

    By AndyH, August 23, 2006
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • August 23, 2006

22. Missed PBGC distribution deadline

    By nancy, December 13, 2000
    • 2 replies
    • 1.4k views
    • 
    • Lorraine Dorsa
    • December 17, 2000

23. 2010 Schedule SB

    By Gary, January 19, 2011
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • January 21, 2011

24. Canadian Retirement Benefits

    By alexa, February 13, 2002
    • 2 replies
    • 1.4k views
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    • alexa
    • February 13, 2002

25. Defined Benefit Plan - sponsor out of business.

    By Guest art, April 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 29, 1999

26. Moody's Aaa Bond rates for lump sum

    By Gary, September 28, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 28, 2001

27. Brain Cramp on converting prior DB AB for 415 offset

    By mwyatt, November 18, 2003
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 1, 2003

28. Creative Unionizing-410b Exclusions

    By JAY21, October 28, 2005
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 29, 2005

29. 20% Federal Income Tax Withholding

    By Andy the Actuary, August 19, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • August 27, 2010

30. Do the latest "plan asset" regualations change the "Ven

    By Guest RW, July 18, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 2000

31. Deemed Burn for AFTAP <60%

    By Guest Jcarolan, October 14, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 14, 2009

32. Present Value Calculations under PPA

    By Gary, November 11, 2008
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • November 11, 2008

33. Paying Out Employee Contributions First

    By Guest fcdeacy, May 2, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 2, 2005

34. Cash Balance Top-Heavy

    By stbennet, February 28, 2012
    • 2 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • February 29, 2012

35. Restricted Lump Sum

    By Pension RC, May 1, 2014
    • 3 replies
    • 1.4k views
    • 
    • My 2 cents
    • May 1, 2014

36. JB Reenrollment

    By mwyatt, December 6, 2007
    • 6 replies
    • 1.4k views
    • 
    • mwyatt
    • December 7, 2007

37. Testing Benefits, Rights and Features

    By Guest Spock, March 29, 2011
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • March 29, 2011

38. No NHCE's

    By ombskid, December 16, 2005
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • December 16, 2005

39. Remedy for active employee who discovers error in accrued benefit.

    By Gary, May 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • May 3, 2001

40. Deceased Plan Sponsor

    By nancy, September 3, 1999
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • September 23, 1999

41. Contributory defined benefit plan and method of determining er/ee allo

    By Guest meggie, March 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 1, 2001

42. Change in Funding Method

    By dmb, July 12, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 12, 2000

43. Are We Doing Ourselves A Disservice?

    By Andy the Actuary, April 17, 2007
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • April 19, 2007

44. 30 Year Treasury Rates

    By Guest Don N, March 2, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 2, 2000

45. val reports and AFTAP certifications

    By Draper55, May 9, 2012
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • May 9, 2012

46. Compensation year overlaps but does not equal plan year.

    By Guest John Wade, February 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • February 28, 2001

47. average comp and rehire

    By Tom Poje, October 3, 2005
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • October 3, 2005

48. Avg Salary used in pension calculation

    By Gary, October 13, 1999
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 16, 1999

49. Model Funding Notice

    By Effen, February 11, 2009
    • 7 replies
    • 1.4k views
    • 
    • JAY21
    • February 13, 2009

50. Contribution made after 9/15

    By amoy, September 3, 2014   

    • Minimum funding deadline
    • 3 replies
    • 1.4k views
    • 
    • amoy
    • September 3, 2014