Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. AFTAP Certification

   By JAY21, October 29, 2007
   • 3 replies
   • 2k views
   • 
   • FAPInJax
   • October 31, 2007

2. 412(i) plan document review

   By John Feldt ERPA CPC QPA, October 30, 2007
   • 9 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • October 31, 2007

3. H.R. 3868

   By mwyatt, October 30, 2007
   • 3 replies
   • 1.2k views
   • 
   • mwyatt
   • October 30, 2007

4. Cash Balance plan and SEP/solo401k

   By Guest rmse46, June 6, 2007
   • 12 replies
   • 3.6k views
   • 
   • Guest
   • October 30, 2007

5. Where can I deduct this contribution?

   By Guest Whatup, October 23, 2007
   • 22 replies
   • 4.2k views
   • 
   • SoCalActuary
   • October 30, 2007

6. Accruing the maximum 415 benefit (1/10)

   By John Feldt ERPA CPC QPA, October 18, 2007
   • 5 replies
   • 1.5k views
   • 
   • SoCalActuary
   • October 29, 2007

7. PPA 06 Higher Minimum Funding Req.

   By JAY21, October 23, 2007
   • 2 replies
   • 1k views
   • 
   • John Feldt ERPA CPC QPA
   • October 23, 2007

8. 404(a)(7)

   By Guest erepper, October 22, 2007
   • 3 replies
   • 2k views
   • 
   • John Feldt ERPA CPC QPA
   • October 23, 2007

9. When is a benefit being duplicated?

   By CTipper, October 22, 2007
   • 1 reply
   • 835 views
   • 
   • Blinky the 3-eyed Fish
   • October 23, 2007

10. Service with Unrelated Employer

    By Just Me, October 18, 2007
    • 4 replies
    • 2.1k views
    • 
    • Belgarath
    • October 22, 2007

11. discount rate and projected earnings assumption

    By RayJJohnsonJr, October 19, 2007
    • 4 replies
    • 2k views
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    • AndyH
    • October 19, 2007

12. Reasonable NRA in Pension Plan

    By Guest PSH, July 23, 2007
    • 3 replies
    • 1.4k views
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    • mwyatt
    • October 19, 2007

13. Move existing Whole Life into new DB Plan

    By CTipper, October 17, 2007
    • 5 replies
    • 1.3k views
    • 
    • tymesup
    • October 17, 2007

14. cash balance and segment rates

    By abanky, October 16, 2007
    • 9 replies
    • 1.5k views
    • 
    • AndyH
    • October 17, 2007

15. Top 25 Restricted Employees

    By Guest Tad77, October 16, 2007
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • October 16, 2007

16. 415 years of participation

    By tymesup, October 16, 2007
    • 2 replies
    • 1.5k views
    • 
    • SoCalActuary
    • October 16, 2007

17. Is a retroactive annuity payment a protected benefit?

    By Guest ethompson, May 20, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • October 16, 2007

18. 404(a)(7) Again

    By AndyH, October 15, 2007
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • October 16, 2007

19. new DB plan funding

    By Guest basilb, October 12, 2007
    • 4 replies
    • 1.1k views
    • 
    • ak2ary
    • October 13, 2007

20. Schedule B vs. 5500

    By JAY21, October 11, 2007
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • October 12, 2007

21. Frozen Floor-Offset Plan

    By Dougsbpc, October 10, 2007
    • 5 replies
    • 1.9k views
    • 
    • tymesup
    • October 12, 2007

22. IRS Notice 2007-81

    By Belgarath, October 10, 2007
    • 17 replies
    • 3.8k views
    • 
    • Mike Preston
    • October 11, 2007

23. Cash-Balance Formulas

    By JAY21, August 15, 2007
    • 12 replies
    • 2.2k views
    • 
    • ak2ary
    • October 10, 2007

24. Pre-Retirement Decrements

    By Andy the Actuary, October 10, 2007
    • 3 replies
    • 2.4k views
    • 
    • tymesup
    • October 10, 2007

25. Cash Balance Plans

    By Gary, October 4, 2007
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • October 10, 2007

26. Dumb question regarding SP funding

    By mwyatt, October 8, 2007
    • 8 replies
    • 1.4k views
    • 
    • SoCalActuary
    • October 8, 2007

27. Participant Notices

    By tuni88, October 4, 2007
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • October 5, 2007

28. Phased Retirement Final Regs

    By JAY21, June 15, 2007
    • 16 replies
    • 2.4k views
    • 
    • ak2ary
    • October 4, 2007

29. PPA - 411(d)(6)

    By Guest Thomas2006, September 28, 2007
    • 2 replies
    • 1.5k views
    • 
    • ak2ary
    • October 3, 2007

30. PBGC e filing

    By Gary, September 19, 2007
    • 22 replies
    • 3.3k views
    • 
    • Effen
    • October 3, 2007

31. I'm getting sick of this question.

    By Penman2006, September 28, 2007
    • 15 replies
    • 2k views
    • 
    • Larry M
    • October 2, 2007

32. minimum funding if 8 1/2 months falls on a Saturday

    By thepensionmaven, September 30, 2007
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • October 1, 2007

33. Fully-insured Plans

    By Blinky the 3-eyed Fish, September 27, 2007
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • September 28, 2007

34. Floor-Offset

    By Dougsbpc, September 28, 2007
    • 5 replies
    • 1.2k views
    • 
    • SoCalActuary
    • September 28, 2007

35. 415 limits

    By Belgarath, September 28, 2007
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • September 28, 2007

36. PPA 2006 follow up

    By Gary, September 27, 2007
    • 4 replies
    • 1.1k views
    • 
    • Effen
    • September 28, 2007

37. Electronic filing of 5500

    By Gary, September 27, 2007
    • 2 replies
    • 939 views
    • 
    • SoCalActuary
    • September 27, 2007

38. Frozen Benefit / Frozen Participants

    By Penman2006, September 24, 2007
    • 20 replies
    • 5.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 27, 2007

39. Changing assumptions on prior schedule B

    By Guest saeissler, September 25, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 25, 2007

40. Form 4010 information

    By Guest jfsinger, September 24, 2007
    • 0 replies
    • 915 views
    • 
    • Guest
    • September 24, 2007

41. Which salary to use when changing classifications

    By Guest g2njl@aol.com, September 21, 2007
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • September 24, 2007

42. DB/DC Aggregate Testing

    By JRN, September 22, 2007
    • 2 replies
    • 1.6k views
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    • JRN
    • September 24, 2007

43. Vesting CB/PSP Combo Plan

    By Guest John Nelson, September 21, 2007
    • 10 replies
    • 2.7k views
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    • tymesup
    • September 21, 2007

44. Non-Profit equals No 404 Limit ?

    By JAY21, September 17, 2007
    • 6 replies
    • 1.9k views
    • 
    • JAY21
    • September 20, 2007

45. Filing 5500 without 5330

    By Guest GMP, September 20, 2007
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 20, 2007

46. SAS70 and SAS73

    By david rigby, September 19, 2007
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • September 20, 2007

47. PBGC Reportable Event - Missed Quarterly

    By AndyH, September 20, 2007
    • 0 replies
    • 1.1k views
    • 
    • AndyH
    • September 20, 2007

48. PBGC Funding Notice

    By Effen, September 20, 2007
    • 0 replies
    • 1k views
    • 
    • Effen
    • September 20, 2007

49. Increased Retirement Age

    By Dougsbpc, September 17, 2007
    • 10 replies
    • 1.6k views
    • 
    • Mike Preston
    • September 18, 2007

50. Plan termination and lump sums

    By abanky, September 18, 2007
    • 5 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2007