Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. QSLOB late filing

   By Guest waltz52, October 6, 2005
   • 10 replies
   • 3.9k views
   • 
   • could be me maybe not
   • November 3, 2005

2. Age limits on DB plan startups?

   By steve-o, October 28, 2005
   • 7 replies
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • November 3, 2005

3. Plan Merger Timeline

   By Guest smstls, November 3, 2005
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • November 3, 2005

4. Top Heavy Plans

   By Guest joe22, November 1, 2005
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • November 3, 2005

5. Loans from pension plan

   By Gary, November 1, 2005
   • 2 replies
   • 1.8k views
   • 
   • could be me maybe not
   • November 2, 2005

6. Overlap and plan year and fiscal year

   By Guest saeissler, October 27, 2005
   • 8 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • November 2, 2005

7. Actuarial Increase After Freeze

   By Guest Don N, June 7, 2000
   • 4 replies
   • 2.7k views
   • 
   • david rigby
   • November 1, 2005

8. Vesting on Plan Termination - revisited

   By flosfur, October 29, 2005
   • 5 replies
   • 2.2k views
   • 
   • Kirk Maldonado
   • November 1, 2005

9. Mid-Year Merger of DB Plans

   By ac, October 27, 2005
   • 3 replies
   • 1.6k views
   • 
   • LIBOR
   • October 31, 2005

10. Minimum participation under S401(a)(26)

    By flosfur, October 30, 2005
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • October 31, 2005

11. Deduction of Contributions to a DB Plan

    By ac, October 27, 2005
    • 7 replies
    • 2.1k views
    • 
    • flosfur
    • October 30, 2005

12. Creative Unionizing-410b Exclusions

    By JAY21, October 28, 2005
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • October 29, 2005

13. Cost of Actuarial Services

    By Guest forum4, October 28, 2005
    • 1 reply
    • 1.6k views
    • 
    • Effen
    • October 28, 2005

14. 204(h) Notice mailing date ?

    By Guest hyper, October 26, 2005
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • October 27, 2005

15. PBGC Premium Payments

    By Guest abajeb, October 26, 2005
    • 3 replies
    • 1.6k views
    • 
    • could be me maybe not
    • October 27, 2005

16. Eligibility Rules

    By Effen, October 17, 2005
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • October 21, 2005

17. 401(a)(17) and application of IRS Notice 2001-56

    By Belgarath, October 19, 2005
    • 6 replies
    • 2k views
    • 
    • SoCalActuary
    • October 20, 2005

18. Amortization Base in Year Following Early Retirement Window

    By LIBOR, October 12, 2005
    • 7 replies
    • 1.8k views
    • 
    • LIBOR
    • October 20, 2005

19. Reportable Event Notice to PBGC

    By Guest penman, October 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • October 20, 2005

20. Survivor benefit plan

    By Guest nelsonabby, October 19, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • October 20, 2005

21. Form 5330 Help

    By Guest penman, October 19, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 19, 2005

22. Charging DB Participants For Distributions

    By Guest Grumpy455, October 18, 2005
    • 5 replies
    • 4.6k views
    • 
    • Guest
    • October 19, 2005

23. 412(i) Plans and 50% Annuity and 50% Life Insurance Mix

    By Guest Edward McElroy, October 18, 2005
    • 3 replies
    • 1.7k views
    • 
    • FAPInJax
    • October 19, 2005

24. Mortality and Turnover Table

    By Blinky the 3-eyed Fish, October 18, 2005
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 19, 2005

25. Normal Retirement Age

    By SteveH, October 18, 2005
    • 4 replies
    • 3.4k views
    • 
    • david rigby
    • October 19, 2005

26. DB Sub Owner Waiver - New IRS Guidance

    By mwyatt, October 11, 2005
    • 10 replies
    • 2.4k views
    • 
    • AndyH
    • October 14, 2005

27. More fun with 415 questions

    By AndyH, October 12, 2005
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • October 14, 2005

28. DB/DC carve out plans and top heavy minimums

    By Guest picwrc, October 11, 2005
    • 3 replies
    • 1.7k views
    • 
    • SoCalActuary
    • October 13, 2005

29. 415 limits and amendment to freeze

    By Belgarath, October 12, 2005
    • 6 replies
    • 2k views
    • 
    • AndyH
    • October 12, 2005

30. Current Liability Interest Rates

    By Guest lerieleech, October 11, 2005
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • October 12, 2005

31. Excise tax on prohibited transactions

    By Gary, October 11, 2005
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • October 11, 2005

32. Valuation for a Terminated Plan

    By Blinky the 3-eyed Fish, October 7, 2005
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • October 10, 2005

33. Change in Computation Period

    By Guest hyper, October 6, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 6, 2005

34. Prohibited Transaction, Actual Distribution

    By Gary, October 5, 2005
    • 6 replies
    • 1.5k views
    • 
    • could be me maybe not
    • October 6, 2005

35. Where and when is the 30-YR Treasury Rate published?

    By Guest Grumpy455, October 4, 2005
    • 7 replies
    • 3.6k views
    • 
    • david rigby
    • October 6, 2005

36. IRS Circular 230 Disclosure

    By Effen, October 5, 2005
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • October 5, 2005

37. S. 1783-Pension Bill, House version ?

    By JAY21, October 3, 2005
    • 4 replies
    • 1.8k views
    • 
    • jevd
    • October 5, 2005

38. RPA liability

    By FAPInJax, October 4, 2005
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • October 4, 2005

39. Projected unit credit funding using only 10 years to fund

    By Guest saeissler, October 4, 2005
    • 2 replies
    • 1.3k views
    • 
    • David MacLennan
    • October 4, 2005

40. Katrina Relief?

    By Guest Arlingtonray, October 4, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 4, 2005

41. average comp and rehire

    By Tom Poje, October 3, 2005
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 3, 2005

42. Traditional DB Funding w/insurance

    By JAY21, September 29, 2005
    • 2 replies
    • 1.4k views
    • 
    • JAY21
    • October 3, 2005

43. Collection of Overpaid Benefits

    By Guest AuditZ, October 3, 2005
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • October 3, 2005

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

    By SoCalActuary, September 29, 2005
    • 5 replies
    • 1.7k views
    • 
    • could be me maybe not
    • October 3, 2005

45. Broadly Available Separate Plans-of much use ?

    By JAY21, September 29, 2005
    • 0 replies
    • 1.6k views
    • 
    • JAY21
    • September 29, 2005

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

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

47. Safe-Harbor QNEC in DB Plan

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

48. 5500EZ filing

    By Gary, September 27, 2005
    • 10 replies
    • 1.6k views
    • 
    • Guest
    • September 28, 2005

49. Non-discrimination Testing

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

50. Investment opportunity.

    By Guest SRisher, September 28, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 28, 2005