Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Worked 500 but not 1000 - my only NHCE - Do I have to accrue a benefit

   By SoCalActuary, September 29, 2005
   • 5 replies
   • 1.6k views
   • 
   • could be me maybe not
   • October 3, 2005

2. Broadly Available Separate Plans-of much use ?

   By JAY21, September 29, 2005
   • 0 replies
   • 1.5k views
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   • JAY21
   • September 29, 2005

3. Can In-Kind PT Contributions be reflected on MFSA?

   By Guest billkalke, September 29, 2005
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • September 29, 2005

4. Safe-Harbor QNEC in DB Plan

   By JAY21, September 28, 2005
   • 2 replies
   • 2.1k views
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   • rcline46
   • September 29, 2005

5. 5500EZ filing

   By Gary, September 27, 2005
   • 10 replies
   • 1.5k views
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   • Guest
   • September 28, 2005

6. Non-discrimination Testing

   By Guest The Pension Kid, September 27, 2005
   • 1 reply
   • 1.7k views
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   • Mike Preston
   • September 28, 2005

7. Investment opportunity.

   By Guest SRisher, September 28, 2005
   • 0 replies
   • 1k views
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   • Guest
   • September 28, 2005

8. Rehired Retirees/Death Benefits

   By Guest ircreader, September 16, 2005
   • 6 replies
   • 2.4k views
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   • Guest
   • September 26, 2005

9. Insurance & B/R/F issues

   By JAY21, September 21, 2005
   • 4 replies
   • 1.3k views
   • 
   • could be me maybe not
   • September 23, 2005

10. Suspension of Benefits - Notification

    By Guest ircreader, September 22, 2005
    • 4 replies
    • 3.4k views
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    • Guest
    • September 23, 2005

11. Extent funded

    By rcline46, September 19, 2005
    • 13 replies
    • 1.9k views
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    • SoCalActuary
    • September 22, 2005

12. OBRA 87 FFL bases

    By flosfur, September 14, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • September 20, 2005

13. Create Amendment Base under FIL for 415 Changes?

    By Guest billkalke, September 20, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 20, 2005

14. Valuation assumptions

    By Gary, September 17, 2005
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • September 20, 2005

15. Top Heavy Accruals

    By flosfur, September 15, 2005
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • September 15, 2005

16. Life in Prison

    By Guest The Pension Kid, September 14, 2005
    • 7 replies
    • 3.2k views
    • 
    • chris
    • September 15, 2005

17. DB contributions made after minimum funding deadline and before tax return due date

    By Guest Nineteen, September 13, 2005
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • September 14, 2005

18. Employer securities in a DB plan grow to more than 10%. Now what?

    By katieinny, September 12, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • September 12, 2005

19. FASB attributable benefits

    By FAPInJax, August 29, 2005
    • 10 replies
    • 3.1k views
    • 
    • david rigby
    • September 12, 2005

20. Merger of underfunded Defined Benefit Plans

    By ac, September 12, 2005
    • 0 replies
    • 1.5k views
    • 
    • ac
    • September 12, 2005

21. lump sum and death

    By Tom Poje, September 8, 2005
    • 6 replies
    • 2.3k views
    • 
    • could be me maybe not
    • September 12, 2005

22. In a FAE DB plan, is an incapacity type of retirement an "unpredictable contingent event benefit" and otherwise not protected by the anti-cutback provisions as recently clarified by final re

    By gle3186, September 9, 2005
    • 0 replies
    • 1.6k views
    • 
    • gle3186
    • September 9, 2005

23. DB takeover problems

    By C2C, September 8, 2005
    • 3 replies
    • 1.7k views
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    • C2C
    • September 9, 2005

24. Partial lump sum distribution

    By Guest Roman, September 7, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • September 7, 2005

25. Flexible pension

    By Gary, August 27, 2005
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • September 6, 2005

26. Can a final average ever be higher than the average of the 401(a)17 limits for the years considered in the average?

    By Guest elem, September 2, 2005
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • September 3, 2005

27. SFAS interest rates as of 6/30/2005

    By Guest BDZ, August 30, 2005
    • 8 replies
    • 1.7k views
    • 
    • Effen
    • September 3, 2005

28. 415 Calculations

    By Guest Turtle_01, March 7, 2005
    • 11 replies
    • 4.1k views
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    • AndyH
    • August 30, 2005

29. SFAS Interest Rates as of 6/30/2005

    By Guest BDZ, August 30, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 30, 2005

30. Window for Partial Lump Sum from Cash Balance Plan

    By Guest ircreader, August 29, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 29, 2005

31. Impact of 415 increases to pension

    By Gary, August 27, 2005
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • August 29, 2005

32. Death Benefits in a DB Plan

    By Dennis Povloski, August 11, 2005
    • 7 replies
    • 4k views
    • 
    • Ron Snyder
    • August 25, 2005

33. Too clever by half: unusually low normal retirement age for cash balance plans

    By Guest erisafried, July 15, 2005
    • 18 replies
    • 2.7k views
    • 
    • No Name
    • August 25, 2005

34. 419(e) welfare benefit plan deduction limit (life insurance only plan)

    By Gary, August 9, 2005
    • 7 replies
    • 3.9k views
    • 
    • Ron Snyder
    • August 25, 2005

35. What is NRD when employee hired after NRD?

    By david rigby, August 23, 2005
    • 8 replies
    • 3.7k views
    • 
    • david rigby
    • August 24, 2005

36. Integrated DB / Actuarial Eq.

    By Guest penman, August 20, 2005
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • August 24, 2005

37. question retracted

    By AndyH, August 23, 2005
    • 6 replies
    • 1.3k views
    • 
    • could be me maybe not
    • August 23, 2005

38. DB w/414k account

    By JAY21, August 19, 2005
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • August 20, 2005

39. Changes to Life Insurance policies

    By flosfur, August 16, 2005
    • 17 replies
    • 2k views
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    • AndyH
    • August 19, 2005

40. Deceased participant and Required Life policy(ies) not purchased

    By flosfur, August 18, 2005
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • August 19, 2005

41. RFP for DB Plans - Trustee and/or Outsourcing of Administration

    By Guest jeanps, August 18, 2005
    • 1 reply
    • 2.3k views
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    • SoCalActuary
    • August 18, 2005

42. Includable For Coverage, Excludable For Participation?

    By Guest merlin, August 17, 2005
    • 5 replies
    • 1.4k views
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    • AndyH
    • August 17, 2005

43. Death Benefit from a 412(i) plan

    By Guest jigpsu100, August 15, 2005
    • 8 replies
    • 1.7k views
    • 
    • SoCalActuary
    • August 16, 2005

44. DB AND DC COMBINED DEDUCTION

    By Guest f1234, August 10, 2005
    • 13 replies
    • 1.5k views
    • 
    • AndyH
    • August 11, 2005

45. S-Corp loss created by DB Contribution

    By Guest elem, August 8, 2005
    • 4 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 9, 2005

46. DB Deduction

    By pbarrett, July 31, 2003
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • August 8, 2005

47. FASB and Cash Balance Plans

    By Guest smstls, August 7, 2005
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • August 8, 2005

48. Hours of Service

    By Guest cafeaulait08, August 5, 2005
    • 7 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • August 6, 2005

49. DB Admin software

    By R. Butler, July 22, 2005
    • 19 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2005

50. Current 415 Maximum as Relating to Lump Sums

    By LIBOR, August 1, 2005
    • 1 reply
    • 1.4k views
    • 
    • Gary
    • August 3, 2005