Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Qualified Plan Distributions

   By Gary, August 20, 2008
   • 14 replies
   • 3k views
   • 
   • mwyatt
   • August 22, 2008

2. Changing Plan Year

   By flosfur, August 21, 2008
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • August 21, 2008

3. In-Service Distribution Adjustments

   By Andy the Actuary, August 20, 2008
   • 3 replies
   • 2.9k views
   • 
   • David MacLennan
   • August 21, 2008

4. Overfunded plan; sole (very ill) proprietor

   By Guest Penelope, August 20, 2008
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • August 20, 2008

5. Plan freeze - but not for certain participants

   By Guest Bearlee, August 15, 2008
   • 9 replies
   • 2.8k views
   • 
   • Effen
   • August 20, 2008

6. FAS 158 Reference Book

   By Guest mingblue, August 20, 2008
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • August 20, 2008

7. Reporting General Test Results

   By Guest mingblue, August 19, 2008
   • 3 replies
   • 1.1k views
   • 
   • K2retire
   • August 20, 2008

8. Electronic Filing

   By Gary, July 22, 2008
   • 7 replies
   • 1.7k views
   • 
   • chc93
   • August 19, 2008

9. Plan Disqualification

   By Gary, July 31, 2008
   • 8 replies
   • 3.9k views
   • 
   • Guest
   • August 19, 2008

10. Late late quarterlies

    By Blinky the 3-eyed Fish, August 18, 2008
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 18, 2008

11. Election Year Mud

    By Andy the Actuary, August 17, 2008
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 18, 2008

12. Burn Notice

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

13. EOY funding and PPA

    By FAPInJax, August 14, 2008
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • August 15, 2008

14. Cash Balance Plan Funding and IRC 415

    By mwyatt, August 12, 2008
    • 16 replies
    • 3.8k views
    • 
    • tymesup
    • August 14, 2008

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

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

16. 12/31/07 Funding Deficiency

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

17. Final Form 5500EZ

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

18. Offset Plan

    By Gary, August 7, 2008
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2008

19. Required Minimum distribution to nonspouse beneficiary

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

20. Grandfathered 415 Accrued Benefit

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

21. RMD with trust as beneficiary

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

22. Asset Evaluation Re: FASB 158

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

23. unknown date of birth

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

24. QPSA waiver question

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

25. Exempt from $1,000 user fee?

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

26. Death Benefit & 415 Limit

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

27. Change in valuation date

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

28. Funding to Inferred Normal Retirement Age

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

29. AFTAP certification for new 1 person plan

    By Calavera, July 29, 2008
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2008

30. Top Heavy DB/DC

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

31. IndyMac FDIC Declaration for DB Plans

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

32. Accrued Benefit - Cash Balance Plan

    By Guest skc, July 23, 2008
    • 8 replies
    • 2.4k views
    • 
    • AndyH
    • July 25, 2008

33. 415 increases

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

34. 436 Restrictions for a frozen plan

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

35. 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

36. Late Contribution

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

37. Combined DB/DC plan

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

38. Amending NRA for New Regulations

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

39. QNEC and Employer contributions

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

40. PPA J&S 75 Solution

    By Young Curmudgeon, July 22, 2008
    • 8 replies
    • 2.4k views
    • 
    • ak2ary
    • July 23, 2008

41. 2008 PBGC

    By abanky, July 16, 2008
    • 1 reply
    • 1.1k views
    • 
    • abanky
    • July 23, 2008

42. combo db/dc deduction limit

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

43. Catch-Up Contributions and the General Test

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

44. Carryover contributions and PPA

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

45. AFTAP

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

46. Cash Balance Plan Comp. Definition

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

47. 436 restrictions

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

48. Listed Transactions

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

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

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

50. DB Plans and FDIC

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