Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Plan Design for Partnership

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

2. Cash Balance Plans

   By Gary, May 6, 2008
   • 17 replies
   • 2.5k views
   • 
   • ak2ary
   • May 10, 2008

3. Beneficiary Wants to Refuse Proceeds

   By Guest Mary Anna T. McCoy, CEBS, May 9, 2008
   • 2 replies
   • 1k views
   • 
   • masteff
   • May 9, 2008

4. Cash Balance Plans

   By Gary, May 7, 2008
   • 4 replies
   • 2k views
   • 
   • Mike Preston
   • May 9, 2008

5. 415 Limitations

   By Gary, May 7, 2008
   • 6 replies
   • 1.7k views
   • 
   • JAY21
   • May 8, 2008

6. Revised/Corrected AFTAP

   By JAY21, May 7, 2008
   • 3 replies
   • 2.1k views
   • 
   • JAY21
   • May 8, 2008

7. One Participant Plan

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

8. 415 Multiple Annuity Starting Dates

   By Calavera, May 4, 2008
   • 3 replies
   • 2.3k views
   • 
   • David MacLennan
   • May 6, 2008

9. 415 Limitations

   By Guest Scott0609, May 5, 2008
   • 1 reply
   • 1.3k views
   • 
   • eeyore
   • May 5, 2008

10. 417(e) phase in for new plans?

    By Guest Philip2, April 30, 2008
    • 4 replies
    • 2k views
    • 
    • mwyatt
    • May 2, 2008

11. Individual Aggregate to Unit Credit

    By Guest mingblue, April 30, 2008
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • May 1, 2008

12. 2005 Sch B filing for 5500-EZ filers

    By flosfur, April 30, 2008
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • April 30, 2008

13. Accrued-to-Date combo testing

    By John Feldt ERPA CPC QPA, April 30, 2008
    • 2 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2008

14. Withholding Default on Roth IRA Elections

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

15. Notice 2007-28

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

16. 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

17. Participant not fully vested-when is distribution required

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

18. Quarterly contributions

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

19. Different Benefit formulas for employees

    By Gary, April 22, 2008
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • April 25, 2008

20. AFTAP for Terminated Plans

    By zimbo, March 13, 2008
    • 12 replies
    • 3.7k views
    • 
    • JAY21
    • April 25, 2008

21. actuarial equivalent of 415 limits

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

22. plan with only HCEs

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

23. Offsetting Benefits

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

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

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

25. benefit accrual

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

26. AFTAP and Restrictions on benefit withdrawals

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

27. 412i & 436

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

28. FTAP/AFTAP for 2008 (1st effective plan year)

    By flosfur, March 28, 2008
    • 14 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 23, 2008

29. Curtailment Under FAS 158

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

30. Cash Balance Plan

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

31. gateway and combined plans

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

32. Deduction and timing

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

33. waiver of benefits upon lplan termination

    By thepensionmaven, April 9, 2008
    • 20 replies
    • 5.4k views
    • 
    • Mike Preston
    • April 18, 2008

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

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

35. Increase Normal Retirement Age from 55 to 62

    By Dennis Povloski, March 17, 2008
    • 17 replies
    • 4.2k views
    • 
    • Mike Preston
    • April 18, 2008

36. Off cycle restatement

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

37. Coverage Test

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

38. Allocation of Excess Assets Upon Plan Termination

    By Andy the Actuary, April 16, 2008
    • 1 reply
    • 2k views
    • 
    • rcline46
    • April 16, 2008

39. Provisional Retirement

    By J Simmons, April 15, 2008
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • April 16, 2008

40. Plan Sponsored by More than One Company

    By Gary, April 12, 2008
    • 2 replies
    • 1k views
    • 
    • Gary
    • April 15, 2008

41. Normal Retirement Age

    By Randy Watson, April 8, 2008
    • 2 replies
    • 1.5k views
    • 
    • Randy Watson
    • April 15, 2008

42. Sample Benefits Restriction Notice

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

43. Different Plan Year and Fiscal Year

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

44. Credit balance / pre-funding balance

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

45. EA Topics

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

46. Perverse Result?

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

47. Crediting Service

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

48. Excess Assets on Plan Termination

    By Dougsbpc, April 11, 2008
    • 5 replies
    • 3.7k views
    • 
    • Dougsbpc
    • April 12, 2008

49. Notice of Benefit Restriction under PPA 06

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

50. Frozen CB Plan

    By David, April 3, 2008
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • April 11, 2008