Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. Sole Proprietor Deduction Limit

   By Guest Aliactuary, April 3, 2007
   • 8 replies
   • 3k views
   • 
   • Mike Preston
   • April 6, 2007

2. Excess Death Benefit

   By goldtpa, April 6, 2007
   • 0 replies
   • 2k views
   • 
   • goldtpa
   • April 6, 2007

3. 5330 instructions

   By Draper55, April 5, 2007
   • 0 replies
   • 1.4k views
   • 
   • Draper55
   • April 5, 2007

4. 5330/Funding deficiency penalties-how to minimize

   By AndyH, April 4, 2007
   • 14 replies
   • 3.4k views
   • 
   • AndyH
   • April 5, 2007

5. 415 Adjustment Necessary?

   By Dougsbpc, April 5, 2007
   • 4 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • April 5, 2007

6. Final 415 Regs - applying the 401(a)(17) limit

   By John Feldt ERPA CPC QPA, April 4, 2007
   • 0 replies
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • April 4, 2007

7. IRC 4971

   By lexi, April 4, 2007
   • 0 replies
   • 1.7k views
   • 
   • lexi
   • April 4, 2007

8. cash balance conversion

   By Guest MC2, April 3, 2007
   • 5 replies
   • 1.5k views
   • 
   • SoCalActuary
   • April 4, 2007

9. Floor offset with a 403(b) plan

   By Guest Rae, April 2, 2007
   • 1 reply
   • 1.4k views
   • 
   • AndyH
   • April 3, 2007

10. EA Meetings

    By Effen, March 30, 2007
    • 1 reply
    • 1.4k views
    • 
    • mwyatt
    • March 31, 2007

11. 2007 PBGC Schedule A

    By dmb, March 30, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • March 30, 2007

12. New PPA interest rates - ETA?

    By AndyH, March 30, 2007
    • 3 replies
    • 1.5k views
    • 
    • FAPInJax
    • March 30, 2007

13. Non Discrimination Compliance

    By Gary, March 15, 2007
    • 4 replies
    • 1.9k views
    • 
    • Don Levit
    • March 29, 2007

14. Plan Termination

    By Gary, March 29, 2007
    • 1 reply
    • 1.8k views
    • 
    • SoCalActuary
    • March 29, 2007

15. S-Corp and timing of deduction

    By John Feldt ERPA CPC QPA, March 22, 2007
    • 4 replies
    • 2.4k views
    • 
    • wsp
    • March 27, 2007

16. DB Top Heavy offset by DC balance

    By Blinky the 3-eyed Fish, March 26, 2007
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • March 27, 2007

17. Sale of Life Insurance

    By AndyH, March 20, 2007
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • March 23, 2007

18. Amendment increasing benefits to only a few?

    By Guest Bearlee, March 23, 2007
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • March 23, 2007

19. Notice 2007-28

    By Penman2006, March 13, 2007
    • 32 replies
    • 8.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 23, 2007

20. Abusive Cash Balance formulas

    By wsp, March 21, 2007
    • 13 replies
    • 2.9k views
    • 
    • Mike Preston
    • March 23, 2007

21. DB Rollover Account

    By abanky, March 21, 2007
    • 2 replies
    • 1.3k views
    • 
    • mwyatt
    • March 21, 2007

22. Actuary's signature forged on Sch B

    By flosfur, March 15, 2007
    • 22 replies
    • 4k views
    • 
    • Guest
    • March 21, 2007

23. YIKES ! Sis just got a 10K Bill

    By Guest edwardc3000, March 14, 2007
    • 20 replies
    • 4.6k views
    • 
    • Guest
    • March 21, 2007

24. Repaying Pension Benefit to get service reinstated

    By Guest fcdeacy, March 20, 2007
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 20, 2007

25. Restricted Distributions (1.401(a)(4)-5(b))

    By lexi, March 20, 2007
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • March 20, 2007

26. DB Cash Out Option

    By Guest BigBish, March 16, 2007
    • 4 replies
    • 2k views
    • 
    • david rigby
    • March 16, 2007

27. LLC terminated 1st year of plan

    By RobN, March 15, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • March 16, 2007

28. Plan Termination Question

    By Guest mingblue, March 15, 2007
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • March 15, 2007

29. PPA 2006 - Combo DB DC Plan Deductions

    By Gary, January 17, 2007
    • 40 replies
    • 6.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 13, 2007

30. File Schedule B?

    By Guest Bearlee, March 13, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 13, 2007

31. Full Funding Limit in Year of Freeze

    By Guest mingblue, March 12, 2007
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • March 12, 2007

32. Lifting of Cash Balance Moratorium

    By Scott, February 14, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 12, 2007

33. New Cash Balance Plan

    By Guest The Pension Kid, February 23, 2007
    • 6 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 9, 2007

34. lump sum distribution

    By Guest josephr, March 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • March 9, 2007

35. Most Valuable Accrual Rate

    By Guest Grumpy456, December 21, 2006
    • 7 replies
    • 2.3k views
    • 
    • AndyH
    • March 9, 2007

36. PPA re Church Plans

    By dmb, March 5, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 6, 2007

37. Vesting in CB plan

    By JanetM, March 1, 2007
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2007

38. More on RMDs made in 2006, 2007

    By Gary, February 28, 2007
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • March 5, 2007

39. Top-Heavy minimum

    By Guest lerieleech, March 2, 2007
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • March 3, 2007

40. Inability to Fund after Death

    By Dougsbpc, March 1, 2007
    • 7 replies
    • 1.7k views
    • 
    • Dougsbpc
    • March 2, 2007

41. Lump Sums at Plan Term

    By Guest mingblue, February 23, 2007
    • 13 replies
    • 2.7k views
    • 
    • david rigby
    • March 1, 2007

42. Slushy. Accruals continue, but no new entrants after [date]

    By John Feldt ERPA CPC QPA, February 27, 2007
    • 8 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 28, 2007

43. PFEA or PPA lump sum language on restatement?

    By Guest Bearlee, February 26, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 27, 2007

44. Variable Annuity Plan

    By AndyH, February 26, 2007
    • 0 replies
    • 1.5k views
    • 
    • AndyH
    • February 26, 2007

45. Excess Distribution due to PPA Change in 415 Interest Rate

    By Guest sueczer, February 23, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 23, 2007

46. Excess Employer Securities in DB Plan

    By Guest mingblue, February 22, 2007
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 23, 2007

47. Distribution In-Kind

    By Gary, February 21, 2007
    • 1 reply
    • 2.1k views
    • 
    • David MacLennan
    • February 21, 2007

48. Which mortality table for 2007 lump sums?

    By tuni88, January 21, 2007
    • 13 replies
    • 2.2k views
    • 
    • FAPInJax
    • February 21, 2007

49. Payment of Cash Benefit

    By Guest MC2, February 19, 2007
    • 6 replies
    • 1.6k views
    • 
    • Effen
    • February 21, 2007

50. Vesting Schedule Amendment

    By Gary, February 20, 2007
    • 1 reply
    • 1.8k views
    • 
    • SoCalActuary
    • February 20, 2007