Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cash Balance Plan Funding and IRC 415

   By mwyatt, August 12, 2008
   • 16 replies
   • 3.7k views
   • 
   • tymesup
   • August 14, 2008

2. Employer reversion impact on SFAS 87/88/158

   By D Syrett, August 12, 2008
   • 2 replies
   • 1.2k views
   • 
   • D Syrett
   • August 13, 2008

3. 12/31/07 Funding Deficiency

   By Guest GMP, August 7, 2008
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • August 11, 2008

4. Final Form 5500EZ

   By Gary, August 5, 2008
   • 7 replies
   • 2.9k views
   • 
   • Blinky the 3-eyed Fish
   • August 8, 2008

5. Offset Plan

   By Gary, August 7, 2008
   • 2 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • August 8, 2008

6. Required Minimum distribution to nonspouse beneficiary

   By LIBERTYKID, August 6, 2008
   • 1 reply
   • 1.4k views
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   • Guest
   • August 6, 2008

7. Grandfathered 415 Accrued Benefit

   By Guest merlin, July 30, 2008
   • 8 replies
   • 1.9k views
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   • ak2ary
   • August 5, 2008

8. RMD with trust as beneficiary

   By Dougsbpc, August 5, 2008
   • 2 replies
   • 1.3k views
   • 
   • WDIK
   • August 5, 2008

9. Asset Evaluation Re: FASB 158

   By Andy the Actuary, August 2, 2008
   • 0 replies
   • 1.3k views
   • 
   • Andy the Actuary
   • August 2, 2008

10. unknown date of birth

    By Kevin C, July 31, 2008
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • August 1, 2008

11. QPSA waiver question

    By Kevin C, July 31, 2008
    • 2 replies
    • 3.4k views
    • 
    • Kevin C
    • August 1, 2008

12. Exempt from $1,000 user fee?

    By D Syrett, July 30, 2008
    • 5 replies
    • 2.1k views
    • 
    • D Syrett
    • July 31, 2008

13. Death Benefit & 415 Limit

    By Penman2006, July 30, 2008
    • 2 replies
    • 1.5k views
    • 
    • Penman2006
    • July 30, 2008

14. Change in valuation date

    By Guest lerieleech, July 30, 2008
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • July 30, 2008

15. Funding to Inferred Normal Retirement Age

    By Andy the Actuary, July 29, 2008
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • July 29, 2008

16. AFTAP certification for new 1 person plan

    By Calavera, July 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2008

17. Top Heavy DB/DC

    By Dougsbpc, July 28, 2008
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2008

18. IndyMac FDIC Declaration for DB Plans

    By Guest flogger, July 25, 2008
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • July 28, 2008

19. Accrued Benefit - Cash Balance Plan

    By Guest skc, July 23, 2008
    • 8 replies
    • 2.3k views
    • 
    • AndyH
    • July 25, 2008

20. 415 increases

    By AndyH, July 24, 2008
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • July 25, 2008

21. 436 Restrictions for a frozen plan

    By mwyatt, July 24, 2008
    • 1 reply
    • 2k views
    • 
    • Andy the Actuary
    • July 24, 2008

22. Age for EAAL and EANC for full funding limit

    By Guest saeissler, July 22, 2008
    • 13 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • July 24, 2008

23. Late Contribution

    By Gary, July 24, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 24, 2008

24. Combined DB/DC plan

    By Gary, July 23, 2008
    • 2 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • July 24, 2008

25. Amending NRA for New Regulations

    By Guest AEA, July 14, 2008
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • July 24, 2008

26. QNEC and Employer contributions

    By Gary, July 17, 2008
    • 8 replies
    • 4.3k views
    • 
    • Bird
    • July 24, 2008

27. PPA J&S 75 Solution

    By Young Curmudgeon, July 22, 2008
    • 8 replies
    • 2.3k views
    • 
    • ak2ary
    • July 23, 2008

28. 2008 PBGC

    By abanky, July 16, 2008
    • 1 reply
    • 1k views
    • 
    • abanky
    • July 23, 2008

29. combo db/dc deduction limit

    By Tom Poje, July 23, 2008
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2008

30. Catch-Up Contributions and the General Test

    By Guest mingblue, July 22, 2008
    • 5 replies
    • 1.4k views
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    • John Feldt ERPA CPC QPA
    • July 23, 2008

31. Carryover contributions and PPA

    By Guest RBlaine, July 22, 2008
    • 0 replies
    • 974 views
    • 
    • Guest
    • July 22, 2008

32. AFTAP

    By Guest Sus95, July 18, 2008
    • 9 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • July 19, 2008

33. Cash Balance Plan Comp. Definition

    By zimbo, July 18, 2008
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • July 18, 2008

34. 436 restrictions

    By Guest JM123, July 18, 2008
    • 0 replies
    • 882 views
    • 
    • Guest
    • July 18, 2008

35. Listed Transactions

    By Guest MERISA, July 17, 2008
    • 1 reply
    • 1.1k views
    • 
    • GBurns
    • July 17, 2008

36. Top 25 LS Payout restrictions for a frozen db plan

    By Guest GaryGaryGary, July 17, 2008
    • 7 replies
    • 3.2k views
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    • WDIK
    • July 17, 2008

37. DB Plans and FDIC

    By Guest RMPension, July 15, 2008
    • 3 replies
    • 1.3k views
    • 
    • JAY21
    • July 15, 2008

38. Withholding

    By Guest pm01, July 14, 2008
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • July 14, 2008

39. Match in Cash Balance based on 403(b) deferral

    By Guest Grant, July 14, 2008
    • 0 replies
    • 982 views
    • 
    • Guest
    • July 14, 2008

40. Withdrawal Under ERISA 4063

    By Guest Grumpy456, July 14, 2008
    • 3 replies
    • 3.6k views
    • 
    • Effen
    • July 14, 2008

41. 417(e) segment rates

    By Andy the Actuary, July 11, 2008
    • 8 replies
    • 7.6k views
    • 
    • david rigby
    • July 14, 2008

42. Unreduced Early Retirement Benefit

    By Dougsbpc, July 11, 2008
    • 8 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • July 11, 2008

43. Reopening Defined Benefit Plan

    By Andy the Actuary, June 16, 2008
    • 14 replies
    • 3k views
    • 
    • Guest
    • July 11, 2008

44. New deductibility limit in 2008 - New Plan

    By mwyatt, January 17, 2008
    • 6 replies
    • 2.4k views
    • 
    • tymesup
    • July 10, 2008

45. DB/DC Combo -- What testing needed

    By Andy the Actuary, July 10, 2008
    • 3 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • July 10, 2008

46. Final 415 amendment

    By Rai401k, July 9, 2008
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • July 9, 2008

47. DB/DC contribution over deductible limit

    By Calavera, July 8, 2008
    • 7 replies
    • 1.6k views
    • 
    • Calavera
    • July 9, 2008

48. Qualified Defined Benefit Plan, not 412(i), but no Trust

    By John Feldt ERPA CPC QPA, June 27, 2008
    • 18 replies
    • 2.6k views
    • 
    • david rigby
    • July 9, 2008

49. 2008 Change in ACM due to Takeover of plan

    By mwyatt, July 9, 2008
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • July 9, 2008

50. Full Funding Limitation & Amotization of Bases

    By flosfur, January 16, 2007
    • 7 replies
    • 4.1k views
    • 
    • Guest
    • July 8, 2008