Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Combined DB/DC plan

   By Gary, July 23, 2008
   • 2 replies
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • July 24, 2008

2. Amending NRA for New Regulations

   By Guest AEA, July 14, 2008
   • 12 replies
   • 2.7k views
   • 
   • Guest
   • July 24, 2008

3. QNEC and Employer contributions

   By Gary, July 17, 2008
   • 8 replies
   • 4.4k views
   • 
   • Bird
   • July 24, 2008

4. PPA J&S 75 Solution

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

5. 2008 PBGC

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

6. combo db/dc deduction limit

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

7. 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

8. Carryover contributions and PPA

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

9. AFTAP

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

10. Cash Balance Plan Comp. Definition

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

11. 436 restrictions

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

12. Listed Transactions

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

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

    By Guest GaryGaryGary, July 17, 2008
    • 7 replies
    • 3.3k views
    • 
    • WDIK
    • July 17, 2008

14. DB Plans and FDIC

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

15. Withholding

    By Guest pm01, July 14, 2008
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • July 14, 2008

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

    By Guest Grant, July 14, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 14, 2008

17. Withdrawal Under ERISA 4063

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

18. 417(e) segment rates

    By Andy the Actuary, July 11, 2008
    • 8 replies
    • 7.9k views
    • 
    • david rigby
    • July 14, 2008

19. Unreduced Early Retirement Benefit

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

20. Reopening Defined Benefit Plan

    By Andy the Actuary, June 16, 2008
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • July 11, 2008

21. New deductibility limit in 2008 - New Plan

    By mwyatt, January 17, 2008
    • 6 replies
    • 2.5k views
    • 
    • tymesup
    • July 10, 2008

22. DB/DC Combo -- What testing needed

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

23. Final 415 amendment

    By Rai401k, July 9, 2008
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • July 9, 2008

24. DB/DC contribution over deductible limit

    By Calavera, July 8, 2008
    • 7 replies
    • 1.7k views
    • 
    • Calavera
    • July 9, 2008

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

    By John Feldt ERPA CPC QPA, June 27, 2008
    • 18 replies
    • 2.7k views
    • 
    • david rigby
    • July 9, 2008

26. 2008 Change in ACM due to Takeover of plan

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

27. Full Funding Limitation & Amotization of Bases

    By flosfur, January 16, 2007
    • 7 replies
    • 4.2k views
    • 
    • Guest
    • July 8, 2008

28. Articles on Credit Balances

    By SoCalActuary, July 7, 2008
    • 2 replies
    • 902 views
    • 
    • SoCalActuary
    • July 7, 2008

29. Backloading and 3% Accrual Rule

    By Andy the Actuary, June 30, 2008
    • 18 replies
    • 3.9k views
    • 
    • SoCalActuary
    • July 7, 2008

30. Cash Balance Plans - Fractional Rule

    By Mister Met, July 6, 2008
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • July 7, 2008

31. Top-Heavy, EGTRRA, Frozen DB, and PS Plans

    By SoCalActuary, July 3, 2008
    • 6 replies
    • 2.3k views
    • 
    • SoCalActuary
    • July 3, 2008

32. AFTAP for Terminating, Small, Non-PBGC, EOY Plan

    By WDIK, June 3, 2008
    • 9 replies
    • 2.2k views
    • 
    • dmb
    • July 3, 2008

33. 2008 AFTAP - Sequence of Events

    By Guest merlin, July 3, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 3, 2008

34. Fidelity Bond Requirements

    By Guest tzuck, July 1, 2008
    • 1 reply
    • 1.9k views
    • 
    • BeckyMiller
    • July 3, 2008

35. Normalization of benefits for nondiscrimination

    By FAPInJax, July 2, 2008
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 2, 2008

36. Calculating Life Expectancy

    By Guest jc719, July 2, 2008
    • 4 replies
    • 7.6k views
    • 
    • Andy the Actuary
    • July 2, 2008

37. Cash Balance Plan Accrued Benefit

    By Gary, June 27, 2008
    • 8 replies
    • 4.1k views
    • 
    • Gary
    • July 1, 2008

38. AFTAP certification for frozen plans

    By dmb, July 1, 2008
    • 2 replies
    • 3.1k views
    • 
    • Andy the Actuary
    • July 1, 2008

39. Nondiscrimination testing and early retirement

    By FAPInJax, July 1, 2008
    • 0 replies
    • 880 views
    • 
    • FAPInJax
    • July 1, 2008

40. 404(a)(7)

    By Penman2006, May 5, 2008
    • 18 replies
    • 4k views
    • 
    • Blinky the 3-eyed Fish
    • July 1, 2008

41. Testing Former Employees

    By Guest merlin, July 1, 2008
    • 0 replies
    • 988 views
    • 
    • Guest
    • July 1, 2008

42. In-Service Distribution and RMD

    By Dougsbpc, June 26, 2008
    • 4 replies
    • 2.2k views
    • 
    • SoCalActuary
    • June 30, 2008

43. Quarterly Contributions

    By Guest D450, June 27, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • June 27, 2008

44. 415 Limits

    By Gary, June 26, 2008
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • June 26, 2008

45. AFTAP elections

    By AndyH, June 25, 2008
    • 4 replies
    • 2k views
    • 
    • tymesup
    • June 25, 2008

46. No 4/1/08 AFTAP Done?

    By Guest Sus95, June 25, 2008
    • 7 replies
    • 1.4k views
    • 
    • zimbo
    • June 25, 2008

47. SEP available for comparable benefits ?

    By JAY21, June 4, 2008
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • June 25, 2008

48. Incidental DB test in 412(i)

    By Guest IndyMargaret, June 23, 2008
    • 0 replies
    • 2k views
    • 
    • Guest
    • June 23, 2008

49. 415 Limit on 1st Day of Plan Year

    By JAY21, June 20, 2008
    • 5 replies
    • 1.5k views
    • 
    • JAY21
    • June 20, 2008

50. cushion amount - technical corrections

    By chc93, June 20, 2008
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • June 20, 2008