Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. DB w/414k account

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

2. Can terminating plan make special funding contribution?

   By Guest davesbpc, August 19, 2005
   • 16 replies
   • 2.9k views
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   • AndyH
   • December 5, 2005

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

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

4. 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

5. 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

6. Changes to Life Insurance policies

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

7. Death Benefit from a 412(i) plan

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

8. Death Benefits in a DB Plan

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

9. How to determine the 415 limit under a new DB plan when there was a benefit from an old DB plan of the same employer, under old and proposed rules.

   By Guest saeissler, August 11, 2005
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • December 9, 2005

10. DB AND DC COMBINED DEDUCTION

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

11. 419(e) welfare benefit plan deduction limit (life insurance only plan)

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

12. S-Corp loss created by DB Contribution

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

13. FASB and Cash Balance Plans

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

14. Hours of Service

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

15. No luck getting Pension Payments from an Estate

    By Guest gerry326, August 2, 2005
    • 6 replies
    • 2.3k views
    • 
    • ljr
    • August 3, 2005

16. Quarterly contributions - Year 2 - ASPA Q/A?

    By Effen, August 1, 2005
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • August 2, 2005

17. How often does land need to be valued in a pension plan?

    By Dennis Povloski, August 1, 2005
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • August 1, 2005

18. Current 415 Maximum as Relating to Lump Sums

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

19. Changing Cash Balance Interest Credit Rate

    By Dennis Povloski, July 29, 2005
    • 7 replies
    • 2.7k views
    • 
    • JDuns
    • August 1, 2005

20. Newbie Question

    By Leopurrd, July 29, 2005
    • 3 replies
    • 1.2k views
    • 
    • Leopurrd
    • August 1, 2005

21. Pension Account

    By Gary, July 28, 2005
    • 8 replies
    • 3.1k views
    • 
    • ljr
    • August 2, 2005

22. Qualified pre-retirement survivor annuity and death benefit provisions

    By Gary, July 28, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • July 28, 2005

23. Reduction of accrued benefits?

    By Guest Ron Sevcik, July 27, 2005
    • 15 replies
    • 2.7k views
    • 
    • Guest
    • July 28, 2005

24. Embezzlement of Pension Assets

    By Guest Donaldson, July 26, 2005
    • 6 replies
    • 1.8k views
    • 
    • SoCalActuary
    • July 29, 2005

25. Father & Son, any control issues?

    By himt4, July 26, 2005
    • 5 replies
    • 2.2k views
    • 
    • JAY21
    • July 26, 2005

26. DB Plan that forfeits benefits

    By Guest ircreader, July 26, 2005
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • July 26, 2005

27. Late contribution to PS plan

    By Gary, July 23, 2005
    • 7 replies
    • 1.7k views
    • 
    • mbozek
    • July 25, 2005

28. DB Admin software

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

29. Entitled to DB proceeds?

    By Guest JenMac, July 22, 2005
    • 3 replies
    • 1.3k views
    • 
    • No Name
    • July 25, 2005

30. Maximum lump sum payable to principals

    By Dennis Povloski, July 21, 2005
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 21, 2005

31. Double Proration

    By Guest pdxactuary, July 21, 2005
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • July 23, 2005

32. Aggregating Plans With Different Retirement Ages

    By Guest merlin, July 20, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 20, 2005

33. Coverage question

    By FAPInJax, July 19, 2005
    • 10 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 20, 2005

34. Change in timing of deduction

    By Earl, July 19, 2005
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • July 20, 2005

35. 404 Maximum deductions

    By Gary, July 18, 2005
    • 10 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2005

36. Self-employed, earned income, pension deductions

    By Gary, July 18, 2005
    • 3 replies
    • 2k views
    • 
    • mbozek
    • July 19, 2005

37. 415 DB limit

    By Gary, July 18, 2005
    • 1 reply
    • 1.7k views
    • 
    • flosfur
    • July 19, 2005

38. Restricted Distribution under 1.401(a)(4)-5(b) to HCE

    By Dennis Povloski, July 18, 2005
    • 15 replies
    • 8.3k views
    • 
    • Guest
    • September 3, 2010

39. 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

40. EOY Valuation and advance contributions

    By flosfur, July 14, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 16, 2005

41. heinz 2005-23

    By Guest JBeck, July 14, 2005
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • July 14, 2005

42. Getting Rid of Merged DB Plan's Frozen Voluntary Employee Contribution Account

    By Guest rocnrols2, July 14, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 14, 2005

43. Calendar year data election

    By AndyH, July 13, 2005
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • July 18, 2005

44. Funding and Top Heavy

    By LIBOR, July 13, 2005
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • July 13, 2005

45. Payment of Unrestricted Amount To Top 25 HCE

    By Guest merlin, July 12, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • July 12, 2005

46. RPA Full funding floor for EOY valuation

    By FAPInJax, July 12, 2005
    • 0 replies
    • 1.2k views
    • 
    • FAPInJax
    • July 12, 2005

47. Plan Design - Safe Harbor 3% 401(k) and Cash balance Plan

    By Gary, July 11, 2005
    • 4 replies
    • 1.9k views
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    • Tom Poje
    • July 12, 2005

48. Effect of ERISA Full Funding Credit on ARA

    By Guest HaroldA, July 11, 2005
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • July 11, 2005

49. 412(i) Plans and forfeitures from annuity product

    By Guest picwrc, July 11, 2005
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 12, 2005

50. Early Retirement Window & Non-Discrimination Testing

    By LIBOR, July 11, 2005
    • 1 reply
    • 2k views
    • 
    • Guest
    • July 12, 2005