Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. One Participant Plan

   By Gary, April 29, 2008
   • 9 replies
   • 6.7k views
   • 
   • SoCalActuary
   • May 7, 2008

2. Withholding Default on Roth IRA Elections

   By Andy the Actuary, April 29, 2008
   • 1 reply
   • 1.3k views
   • 
   • GMK
   • April 29, 2008

3. Plan Design for Partnership

   By Gary, April 29, 2008
   • 7 replies
   • 2.3k views
   • 
   • tymesup
   • May 12, 2008

4. Where Do You Find 1.430(f)-1(c)

   By Andy the Actuary, April 28, 2008
   • 3 replies
   • 1.3k views
   • 
   • SoCalActuary
   • April 28, 2008

5. Notice 2007-28

   By Penman2006, April 28, 2008
   • 2 replies
   • 1.4k views
   • 
   • Penman2006
   • April 29, 2008

6. Participant not fully vested-when is distribution required

   By bamma, April 27, 2008
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • April 28, 2008

7. Quarterly contributions

   By FAPInJax, April 25, 2008
   • 1 reply
   • 1.3k views
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   • JAY21
   • April 25, 2008

8. actuarial equivalent of 415 limits

   By Guest tomc, April 25, 2008
   • 2 replies
   • 1.4k views
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   • SoCalActuary
   • April 25, 2008

9. Offsetting Benefits

   By Guest Sabadee!, April 24, 2008
   • 0 replies
   • 1.3k views
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   • Guest
   • April 24, 2008

10. plan with only HCEs

    By Guest mrsactuary, April 24, 2008
    • 5 replies
    • 1.7k views
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    • Mike Preston
    • April 25, 2008

11. CBA and Restrictions When Plan Year and CBA Year Are Differnt

    By Guest merlin, April 24, 2008
    • 0 replies
    • 902 views
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    • Guest
    • April 24, 2008

12. 412i & 436

    By Draper55, April 23, 2008
    • 0 replies
    • 880 views
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    • Draper55
    • April 23, 2008

13. AFTAP and Restrictions on benefit withdrawals

    By Guest Carol Caruthers, April 23, 2008
    • 1 reply
    • 1.6k views
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    • ak2ary
    • April 23, 2008

14. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall, April 23, 2008
    • 12 replies
    • 32.4k views
    • 
    • Effen
    • December 2, 2025

15. Different Benefit formulas for employees

    By Gary, April 22, 2008
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • April 25, 2008

16. Curtailment Under FAS 158

    By Guest merlin, April 22, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 23, 2008

17. gateway and combined plans

    By abanky, April 18, 2008
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • April 19, 2008

18. Deduction and timing

    By John Feldt ERPA CPC QPA, April 18, 2008
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • April 18, 2008

19. Proposed Regs 1.436-1(h)(2)

    By flosfur, April 17, 2008
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • April 18, 2008

20. benefit accrual

    By Guest lip, April 17, 2008
    • 8 replies
    • 1.6k views
    • 
    • mwyatt
    • April 23, 2008

21. Off cycle restatement

    By Guest latwz, April 17, 2008
    • 1 reply
    • 946 views
    • 
    • SoCalActuary
    • April 17, 2008

22. Cash Balance Plan

    By Medusa, April 16, 2008
    • 8 replies
    • 2k views
    • 
    • Medusa
    • April 22, 2008

23. Allocation of Excess Assets Upon Plan Termination

    By Andy the Actuary, April 16, 2008
    • 1 reply
    • 1.9k views
    • 
    • rcline46
    • April 16, 2008

24. Provisional Retirement

    By J Simmons, April 15, 2008
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • April 16, 2008

25. QOSA Requirement

    By Young Curmudgeon, April 15, 2008
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • November 12, 2008

26. Coverage Test

    By Guest AKC, April 15, 2008
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • April 17, 2008

27. Credit balance / pre-funding balance

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

28. Sample Benefits Restriction Notice

    By Andy the Actuary, April 12, 2008
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • April 15, 2008

29. Plan Sponsored by More than One Company

    By Gary, April 12, 2008
    • 2 replies
    • 994 views
    • 
    • Gary
    • April 15, 2008

30. Perverse Result?

    By Andy the Actuary, April 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 13, 2008

31. Excess Assets on Plan Termination

    By Dougsbpc, April 11, 2008
    • 5 replies
    • 3.6k views
    • 
    • Dougsbpc
    • April 12, 2008

32. Crediting Service

    By Young Curmudgeon, April 11, 2008
    • 4 replies
    • 1.1k views
    • 
    • Effen
    • April 12, 2008

33. Different meanings of FTAP

    By Guest Mike Melnick, April 11, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 2008

34. EA Topics

    By FAPInJax, April 10, 2008
    • 4 replies
    • 2.1k views
    • 
    • mwyatt
    • April 14, 2008

35. Amend Schedule B?

    By Guest GMP, April 10, 2008
    • 2 replies
    • 1.6k views
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    • Andy the Actuary
    • April 10, 2008

36. tiered db design

    By Guest lip, April 10, 2008
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • April 10, 2008

37. Different Plan Year and Fiscal Year

    By Dougsbpc, April 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • April 15, 2008

38. waiver of benefits upon lplan termination

    By thepensionmaven, April 9, 2008
    • 20 replies
    • 5.3k views
    • 
    • Mike Preston
    • April 18, 2008

39. Past Service to generate PPA 06 Funding Cushion

    By JAY21, April 9, 2008
    • 18 replies
    • 3.3k views
    • 
    • Guest
    • June 18, 2008

40. Can DB plan trustee pay himself invest advisory fee

    By JAY21, April 8, 2008
    • 7 replies
    • 1.4k views
    • 
    • AndyH
    • April 10, 2008

41. Normal Retirement Age

    By Randy Watson, April 8, 2008
    • 2 replies
    • 1.4k views
    • 
    • Randy Watson
    • April 15, 2008

42. IRC 411(a)(9)

    By Guest PGH.ERISA, April 7, 2008
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 7, 2008

43. Notice of Benefit Restriction under PPA 06

    By Guest lerieleech, April 7, 2008
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • April 11, 2008

44. Quarterly Contributions

    By Andy the Actuary, April 7, 2008
    • 1 reply
    • 1k views
    • 
    • mwyatt
    • April 10, 2008

45. Non Discrimination

    By Gary, April 3, 2008
    • 1 reply
    • 956 views
    • 
    • Mike Preston
    • April 3, 2008

46. Termed DB plan finds old money

    By Guest JMar, April 3, 2008
    • 8 replies
    • 1.1k views
    • 
    • Guest
    • April 6, 2008

47. Frozen CB Plan

    By David, April 3, 2008
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • April 11, 2008

48. PPA - list of guidance

    By flosfur, April 2, 2008
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • April 3, 2008

49. Client's home was contributed to his DB plan

    By katieinny, April 2, 2008
    • 13 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • April 3, 2008

50. Excel Custom Functions for PPA Annuity Factors

    By Guest JoeActuary, April 2, 2008
    • 3 replies
    • 9k views
    • 
    • Guest
    • November 14, 2008