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Full Version:
Defined Benefit Plans, Including Cash Balance
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Retirement Plans
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Defined Benefit Plans, Including Cash Balance
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Deductions and CL Interest 2006
(5 replies)
Actuarial Increase - Interest Only Or Interest and Mortality?
(7 replies)
Subsidized benefits and plan termination
(1 reply)
PBGC Plan Termination Funding Deadline
(8 replies)
Non-Discrimination Test
(2 replies)
QSERP Question
(4 replies)
Permissive Aggregation
(1 reply)
DB Post Retirement Health Benefits
(4 replies)
Benefit payments in owner-only DB plan
(6 replies)
Retroactive Annuity Starting Date
(2 replies)
Immediate Lump Sums and the QJSA
(3 replies)
Closing a Defined Benefit Plan
(3 replies)
Compensation for Non Discrimination Testing
(1 reply)
DB required contribution exceeds S-Corp Income
(7 replies)
2 cash balance questions
(12 replies)
Waiver of Benefits under a DB Plan
(1 reply)
Recharacterizing 2006 Quarterly as 2005 Contribution
(17 replies)
415 DeMinimus 10k Benefit
(1 reply)
Amendment After Year End
(5 replies)
timing of remitance of manditory participant contributions
(11 replies)
Suspension of Benefit at 100% Pay Limit
(0 replies)
Top Heavy in DB w SEP?
(3 replies)
Underfunded DB Plan
(6 replies)
Beneficiary Designation
(7 replies)
412(b) explanation
(5 replies)
PPA PBGC full funding exemption
(4 replies)
412i plan exceeding max 415 lump sum
(8 replies)
415 lump sum limits
(2 replies)
Is this protected because of timing?
(5 replies)
Automatic Approval for Change in Valuation Date
(8 replies)
What is the effective date for the DB(k)?
(7 replies)
Asset Valuation - Prior Question Re-Worded
(1 reply)
Asset Valuation
(0 replies)
CBO Estimates
(21 replies)
RPA rates for 2006
(22 replies)
PBGC variable premium FFL exemption
(2 replies)
mass withdrawal liability
(1 reply)
Interest Rates for Lump Sum Distributions
(1 reply)
IBM case is reversed on appeal
(20 replies)
PBGC Coverage
(4 replies)
Pension Act
(1 reply)
Increasing Mandatory Cash-Out Limit and 411(d)(6)
(2 replies)
Moved to another message board:
Automatic Rollovers
(-- replies)
Pretermination Restrictions
(15 replies)
Mortality Table Assumption
(2 replies)
Interest rates after PPA
(8 replies)
Pension Protection Act of 2006
(22 replies)
Updated mortality tables for current liability
(1 reply)
Short Plan Yr & Ave. Comp.
(8 replies)
I am looking for a copy of an ASPPA Q&A
(4 replies)
Greater of FAP or CB Plan
(0 replies)
Rate Grouping
(0 replies)
Max deduction under unfunded current liability for 2006
(1 reply)
Line 14 on 5300
(3 replies)
Nondiscriminatory Classification Test
(6 replies)
Asset reversion #2?
(2 replies)
Asset reversion?
(6 replies)
Conversion of a 412(i) Plan
(1 reply)
Spouse of Self-employed individual
(5 replies)
417 rate for July
(2 replies)
Non Discrimination Testing
(20 replies)
Protected Benefits & PIA Offset DB Plan
(1 reply)
Cross Tested DB
(13 replies)
Improper SSA Notifications
(6 replies)
Terminating a PBGC-covered 412(i) Plan
(2 replies)
Top Heavy Minimums?
(4 replies)
Subsidized early retirement benefit - its own plan
(4 replies)
DB 70.5 Minimum Distributions - 2006
(0 replies)
PBGC Electronic filing
(11 replies)
FASB liability on balance sheet
(12 replies)
PBGC penalty waivers-experiences of others
(1 reply)
top heavy minimum - 2 plans with different years
(8 replies)
Employer Late on Distribution
(1 reply)
Retroactive amendments to increase benefits
(4 replies)
Nondiscrimination testing
(2 replies)
Change in valuation interest rate
(6 replies)
PBGC COVERAGE
(6 replies)
Pension Bills
(4 replies)
Beneficiary Designation - Protected Benefit?
(1 reply)
Deductible pension plan contributions
(12 replies)
Plan Merger - What are the issues?
(4 replies)
COLA & Lump Sum Calculation
(8 replies)
415 LS & PFEA Expired
(5 replies)
Demographic Failure
(4 replies)
I need help with distribution calcs
(11 replies)
Partial Termination in small plans
(7 replies)
Funding Method change year two
(2 replies)
Contingent 204(h) Notice
(2 replies)
Non-Profits & HCEs
(15 replies)
Return of Non-Deductible Contribution
(0 replies)
5500 Filing Issue
(3 replies)
W-2's and 1099's
(2 replies)
401(a) CalSTRS
(3 replies)
erroneous actuarial computations
(15 replies)
Multiple Annuity Starting Date for 415
(5 replies)
New FAS for not a new plan
(6 replies)
Reentry into Frozen Plan
(1 reply)
411(d)(6) Protected Benefit?
(12 replies)
DB/DC Combo first year
(3 replies)
Lump Sum distribution timing
(4 replies)
415 Limit
(1 reply)
Fully Insured - 412i - Book
(7 replies)
Automatic IRA Rollovers
(2 replies)
Pension Funding Relief
(17 replies)
Reversion of nondeductible contribution
(4 replies)
mortality table name
(3 replies)
Reducing Benefit
(3 replies)
Excluding a Participant from future accruals
(8 replies)
Terminating a PBGC-covered 412(i) Plan
(5 replies)
are employer's 2 Plans a party-in-interest to each other?
(6 replies)
Safe harbor benefit formula
(4 replies)
412(i) and 401(k)?
(12 replies)
Small Employer Plan Design Proposal
(4 replies)
Does a Professional Service Employer Need to Have a Calendar Year-End?
(2 replies)
Do DB Plans Need to Amend
(2 replies)
Chaning Normal Retirement Age? (Time-Sensitive)
(9 replies)
QSLOB's
(1 reply)
DB restatements
(1 reply)
Modest DB-Max DB Contributions
(5 replies)
Fundamentals of Coverage, Non Discrimination Testing
(1 reply)
accum funding deficiency on plan termination
(1 reply)
2006 PBGC Prems
(1 reply)
calculating the offset under Miller v Xerox Corp.
(6 replies)
Any Movement from the IRS under 2005-80 Settlement Initiative for 412(i) Plans?
(1 reply)
Plan Design
(3 replies)
Reconciliation Account
(6 replies)
Carol the Writer
(4 replies)
Plan Disqualification
(11 replies)
"amended plan last 2 year" rule regarding max deduction
(6 replies)
DB Deductions & Employee Costs
(1 reply)
determination letter filing
(1 reply)
RPA rates
(9 replies)
30 yera treasury rates
(2 replies)
Disability Benefit
(8 replies)
Attribution for Projected Unit Credit/FAS 87
(0 replies)
Maximum Contribution to a Cash Balance Plan ?
(2 replies)
Amortization bases
(3 replies)
Interpretation of 404 deduction limits
(4 replies)
412i or Not?
(17 replies)
Multiple Employer DB Pension Plan
(3 replies)
Overpayment by DB Plan.
(5 replies)
Nondeductible contribution in plan/plan termination
(3 replies)
PBGC Form 1 Schedule A - Changing methodology
(1 reply)
Does soft freeze meet safe harbor
(0 replies)
Client is ready to sign a service agreement, drops bombshell
(8 replies)
Split Funding Method
(2 replies)
CL Rates for 2006
(8 replies)
Illegal 412(i) Plans
(46 replies)
social security and pension
(2 replies)
2005 5500ez - To B or not to B (schedule B, that is)
(21 replies)
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