Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. RMD with trust as beneficiary

   By Dougsbpc, August 5, 2008
   • 2 replies
   • 1.4k views
   • 
   • WDIK
   • August 5, 2008

2. Asset Evaluation Re: FASB 158

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

3. unknown date of birth

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

4. QPSA waiver question

   By Kevin C, July 31, 2008
   • 2 replies
   • 3.5k views
   • 
   • Kevin C
   • August 1, 2008

5. Exempt from $1,000 user fee?

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

6. Death Benefit & 415 Limit

   By Penman2006, July 30, 2008
   • 2 replies
   • 1.6k views
   • 
   • Penman2006
   • July 30, 2008

7. Change in valuation date

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

8. Funding to Inferred Normal Retirement Age

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

9. 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

10. Top Heavy DB/DC

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

11. IndyMac FDIC Declaration for DB Plans

    By Guest flogger, July 25, 2008
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • July 28, 2008

12. Accrued Benefit - Cash Balance Plan

    By Guest skc, July 23, 2008
    • 8 replies
    • 2.5k views
    • 
    • AndyH
    • July 25, 2008

13. 415 increases

    By AndyH, July 24, 2008
    • 8 replies
    • 1.8k views
    • 
    • AndyH
    • July 25, 2008

14. 436 Restrictions for a frozen plan

    By mwyatt, July 24, 2008
    • 1 reply
    • 2.1k views
    • 
    • Andy the Actuary
    • July 24, 2008

15. Age for EAAL and EANC for full funding limit

    By Guest saeissler, July 22, 2008
    • 13 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • July 24, 2008

16. Late Contribution

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

17. Combined DB/DC plan

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

18. Amending NRA for New Regulations

    By Guest AEA, July 14, 2008
    • 12 replies
    • 2.8k views
    • 
    • Guest
    • July 24, 2008

19. QNEC and Employer contributions

    By Gary, July 17, 2008
    • 8 replies
    • 4.6k views
    • 
    • Bird
    • July 24, 2008

20. PPA J&S 75 Solution

    By Young Curmudgeon, July 22, 2008
    • 8 replies
    • 2.5k views
    • 
    • ak2ary
    • July 23, 2008

21. 2008 PBGC

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

22. combo db/dc deduction limit

    By Tom Poje, July 23, 2008
    • 3 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2008

23. 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

24. Carryover contributions and PPA

    By Guest RBlaine, July 22, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 22, 2008

25. AFTAP

    By Guest Sus95, July 18, 2008
    • 9 replies
    • 2.9k views
    • 
    • Andy the Actuary
    • July 19, 2008

26. Cash Balance Plan Comp. Definition

    By zimbo, July 18, 2008
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • July 18, 2008

27. 436 restrictions

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

28. Listed Transactions

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

29. 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

30. DB Plans and FDIC

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

31. Withholding

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

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

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

33. Withdrawal Under ERISA 4063

    By Guest Grumpy456, July 14, 2008
    • 3 replies
    • 3.7k views
    • 
    • Effen
    • July 14, 2008

34. 417(e) segment rates

    By Andy the Actuary, July 11, 2008
    • 8 replies
    • 8.1k views
    • 
    • david rigby
    • July 14, 2008

35. Unreduced Early Retirement Benefit

    By Dougsbpc, July 11, 2008
    • 8 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • July 11, 2008

36. Reopening Defined Benefit Plan

    By Andy the Actuary, June 16, 2008
    • 14 replies
    • 3.4k views
    • 
    • Guest
    • July 11, 2008

37. New deductibility limit in 2008 - New Plan

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

38. DB/DC Combo -- What testing needed

    By Andy the Actuary, July 10, 2008
    • 3 replies
    • 2k views
    • 
    • Andy the Actuary
    • July 10, 2008

39. Final 415 amendment

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

40. DB/DC contribution over deductible limit

    By Calavera, July 8, 2008
    • 7 replies
    • 1.8k views
    • 
    • Calavera
    • July 9, 2008

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

    By John Feldt ERPA CPC QPA, June 27, 2008
    • 18 replies
    • 2.8k views
    • 
    • david rigby
    • July 9, 2008

42. 2008 Change in ACM due to Takeover of plan

    By mwyatt, July 9, 2008
    • 2 replies
    • 1.6k views
    • 
    • mwyatt
    • July 9, 2008

43. Full Funding Limitation & Amotization of Bases

    By flosfur, January 16, 2007
    • 7 replies
    • 4.3k views
    • 
    • Guest
    • July 8, 2008

44. Articles on Credit Balances

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

45. Backloading and 3% Accrual Rule

    By Andy the Actuary, June 30, 2008
    • 18 replies
    • 4.2k views
    • 
    • SoCalActuary
    • July 7, 2008

46. Cash Balance Plans - Fractional Rule

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

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

    By SoCalActuary, July 3, 2008
    • 6 replies
    • 2.4k views
    • 
    • SoCalActuary
    • July 3, 2008

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

    By WDIK, June 3, 2008
    • 9 replies
    • 2.3k views
    • 
    • dmb
    • July 3, 2008

49. 2008 AFTAP - Sequence of Events

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

50. Fidelity Bond Requirements

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