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Full Version: Defined Benefit Plans, Including Cash Balance
BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
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  1. Party In Interest Definition (1 reply)
  2. Life Insurance in DB Plans (0 replies)
  3. Life Insurance in DB plan (9 replies)
  4. Basic Nondiscrimination Q (7 replies)
  5. 415 Compensation Limit for participant with less than 10 years of service (3 replies)
  6. top heavy required aggregation group (5 replies)
  7. 415 lump sum calculations (3 replies)
  8. 133-1/3 Rule and New Comparability (11 replies)
  9. "Snapshot" Testing and Coverage (2 replies)
  10. Spin Off Help/ (1 reply)
  11. COLAs (8 replies)
  12. Contribution in excess of maximum deductible amount (8 replies)
  13. Hurricane disaster relief & sch. B (1 reply)
  14. ABPT - Appropriate Compensation (2 replies)
  15. Nondiscrimination (0 replies)
  16. Non Profits and Db Plans (2 replies)
  17. DB Plan Fees (13 replies)
  18. Funding Deficiency (2 replies)
  19. Controlled Group (36 replies)
  20. Schedule F Income & a new DBP (3 replies)
  21. Is it possible to find Q&A sessions from previous ASPA conferences? (8 replies)
  22. Changes in Plan Measurement-Defined Benefit Plan (3 replies)
  23. Top heavy credit (1 reply)
  24. Contribution mistakenly booked to VEBA 9/14/04, rebooked 9/17/04 (12 replies)
  25. Reduction in benefits under PBGC (6 replies)
  26. FAE definition (1 reply)
  27. DB Plan With Multiple Formulas For HCEs (6 replies)
  28. QJSA - Disability Auxiliary Benefit (0 replies)
  29. Form 8717 - Certification (2 replies)
  30. 415 limits (20 replies)
  31. Average Benefit % Test (2 replies)
  32. EOY Valuation assets (9 replies)
  33. IBM agrees to liability in Cash balance lawsuit (11 replies)
  34. Relative Value Regulations (0 replies)
  35. Minimum funding deadline extensions - disaster relief (1 reply)
  36. Charging ppts for benefit certifications (1 reply)
  37. Liability of former controlled group member in distress termination (6 replies)
  38. Takeover of a DB plan (14 replies)
  39. Change of Enrolled Actuary (4 replies)
  40. Decrease in accrued benefit due to decrease in compensation? (15 replies)
  41. DB DC combo question regarding Top Heavy (4 replies)
  42. Actuarial Services (5 replies)
  43. Accrued Benefit (8 replies)
  44. What are 'correct' assets for funding? (8 replies)
  45. Employee Fraud (10 replies)
  46. Client did not make the PYE 12/31/2002 contribution that he said he made. What to do? (8 replies)
  47. LLC compensation issues (12 replies)
  48. Taking over services (5 replies)
  49. Deduction question (2 replies)
  50. Quarterly penalties (8 replies)
  51. General testing a cash balance plan (1 reply)
  52. Determination of Present Value of Accrued Benefit (6 replies)
  53. Funding Waiver (4 replies)
  54. So you say you are an actuary....prove it! (44 replies)
  55. Sample QPSA/QJSA Explanation to participant for Defined Benefit Plan (6 replies)
  56. Restricted HCE/New Corporate Bond Idex Rates (0 replies)
  57. Funding issues among others (4 replies)
  58. Discrimination Testing for fomer employees/HCEs (0 replies)
  59. Funding Shortfall of a Terminated Plan (3 replies)
  60. Help Needed. Deductibility question from a 'civilian'. (25 replies)
  61. FASB Limits (2 replies)
  62. How to handle forgery claims with banks (5 replies)
  63. accumulated funding deficiency - participant notice (0 replies)
  64. Restructuring (1 reply)
  65. SAR to Former Participants Recieving Benefits (1 reply)
  66. PBGC PREMIUMS PAID FROM PLAN ASSETS (1 reply)
  67. lump sum available only for part of benefit (1 reply)
  68. Required Quarterly Contributions with Full Funding Credit (5 replies)
  69. Deductibility of insurance premiums in DB plans (2 replies)
  70. Mortality Tables - very useful program (6 replies)
  71. USERRA and Vietnam Service (7 replies)
  72. DB-DC aggregate testing & features (4 replies)
  73. Death of alternate payee with split payment qdro (6 replies)
  74. Plan Investments (8 replies)
  75. PS Assets Merged Into DB Plan (3 replies)
  76. Early retiree returning to work (2 replies)
  77. PBGC electronic filing (0 replies)
  78. DB Gov't "pick-up" Plan; 401(k) impact (1 reply)
  79. Excise Tax on DB Funding Deficiencies (4 replies)
  80. Easy 412(i) question (4 replies)
  81. Final Regs - Retroactive Annuity Starting Date (12 replies)
  82. Cross testing 412i (5 replies)
  83. Vesting upon plan termination (28 replies)
  84. Canadian Benefits Information (0 replies)
  85. Notice to Participants for an Underfunded PBGC covered Plan (1 reply)
  86. Benefit for Employee rehired after Plan terminated (2 replies)
  87. Additional Funding Charge calculation (1 reply)
  88. FAS 87/132 Negative Charge to Equity (3 replies)
  89. FAS 87 - Mid Year Computations (3 replies)
  90. Multiple formulas / Restructuring (2 replies)
  91. Participant Notices required by PBGC - any exception for small plans? (1 reply)
  92. Average Annual Compensation (1 reply)
  93. ERISA 4011 Notice of VRP (2 replies)
  94. Valaution & Sch B for the Year of Plan Termination (1 reply)
  95. Resurrection of a Termianted Plan (18 replies)
  96. Contributory DB Plan and Demutualization Proceeds? (3 replies)
  97. Required Minimum Distribution - Final Regs for DB plans (26 replies)
  98. Investment mix (2 replies)
  99. Quarterly contribution with an accumulated funding deficiency (2 replies)
  100. Funding Waiver and interest charges on late quarterly contributions (2 replies)
  101. Minimum deduction for terminating plan (10 replies)
  102. Merger of DB Plans - Overfunded Into Underfunded (2 replies)
  103. Overfunded Plan (18 replies)
  104. Final Average Compensation (7 replies)
  105. Average Benefit Percentage Test - Follow-Up Question (3 replies)
  106. Looking for clarification of permitted aggregation of DC and DB plan along with the "special gateway test" (19 replies)
  107. ASPA Summer Conference, IRS Q&A # 6 (0 replies)
  108. 401(a)(26) and Prior Benefit Structure (1 reply)
  109. Average Benefit Percentage Test Involving a Frozen DB Plan (4 replies)
  110. Thank an actuary! (4 replies)
  111. Turnover table (4 replies)
  112. 415 prior plan (4 replies)
  113. DB and 403(b) plans (0 replies)
  114. Mortality Table Help (4 replies)
  115. Year of Service Accrued Benefit (5 replies)
  116. ERISA fiduciary question (1 reply)
  117. Asset method question: phase-in (2 replies)
  118. NC Calculations - Plan Termination Year (5 replies)
  119. Foreign owned California corp (1 reply)
  120. Life Insurance in DB Plan (6 replies)
  121. How to measure discrimination with respect to benefits rights and features. (1 reply)
  122. Pass through of S-Corp loss? (1 reply)
  123. Predecessor Employer (8 replies)
  124. Deduction in year of termination (2 replies)
  125. Change-in-Accounting Method ? (4 replies)
  126. Back to Basics - DB 101 (8 replies)
  127. Deduction for Sole Proprietor (17 replies)
  128. DB 415 limit for muliple plans of same employer (4 replies)
  129. 5500EZ - late filing (3 replies)
  130. 2003 Plan Term Date-2004 Deduction ? (0 replies)
  131. Private ANnuity Calculation (2 replies)
  132. Eliminating the insurance in a fully insured plan (7 replies)
  133. Code Fore 94 GAR Mortality On Sch. B (4 replies)
  134. DB (Schedule C income) and DC plan participation (16 replies)
  135. Self-Directed Cash Balance Plans (8 replies)
  136. Disability table (3 replies)
  137. Contribution to DB Plan in Excess of Maximum Deductible (5 replies)
  138. Moody's rates (3 replies)
  139. Top Heavy Status of a 412i Plan (7 replies)
  140. Testing Service Using Accrued to Date Method (0 replies)
  141. Defaulted loan in a DB plan-how to handle (2 replies)
  142. Terminated Plan and Change of Plan Year (1 reply)
  143. Client interested in a DB plan, but has a SARSEP currently (13 replies)
  144. Relative Value Regs Postponed? (23 replies)
  145. Relative value postponed for QPSA? (2 replies)
  146. Restricted HCE/Bonding Solution (3 replies)
  147. Combined Plan Max & EGTRRA's New Excise Tax Rules (7 replies)
  148. Private Annuities and related Trusts (1 reply)
  149. 401(a)(9) - Distributions from DB plan (3 replies)
  150. RMD's - what if employer didnt pay out in time? (2 replies)
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