Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Partial lump sum distribution

   By Guest Roman, September 7, 2005
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • September 7, 2005

2. 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

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

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

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

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

5. Window for Partial Lump Sum from Cash Balance Plan

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

6. FASB attributable benefits

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

7. Flexible pension

   By Gary, August 27, 2005
   • 5 replies
   • 1.6k views
   • 
   • AndyH
   • September 6, 2005

8. Impact of 415 increases to pension

   By Gary, August 27, 2005
   • 6 replies
   • 1.9k views
   • 
   • AndyH
   • August 29, 2005

9. What is NRD when employee hired after NRD?

   By david rigby, August 23, 2005
   • 8 replies
   • 3.8k views
   • 
   • david rigby
   • August 24, 2005

10. question retracted

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

11. Integrated DB / Actuarial Eq.

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

12. DB w/414k account

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

13. Can terminating plan make special funding contribution?

    By Guest davesbpc, August 19, 2005
    • 16 replies
    • 3k views
    • 
    • AndyH
    • December 5, 2005

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

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

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

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

16. Includable For Coverage, Excludable For Participation?

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

17. Changes to Life Insurance policies

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

18. Death Benefit from a 412(i) plan

    By Guest jigpsu100, August 15, 2005
    • 8 replies
    • 1.8k views
    • 
    • SoCalActuary
    • August 16, 2005

19. Death Benefits in a DB Plan

    By Dennis Povloski, August 11, 2005
    • 7 replies
    • 4.1k views
    • 
    • Ron Snyder
    • August 25, 2005

20. 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

21. DB AND DC COMBINED DEDUCTION

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

22. 419(e) welfare benefit plan deduction limit (life insurance only plan)

    By Gary, August 9, 2005
    • 7 replies
    • 4k views
    • 
    • Ron Snyder
    • August 25, 2005

23. S-Corp loss created by DB Contribution

    By Guest elem, August 8, 2005
    • 4 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 9, 2005

24. FASB and Cash Balance Plans

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

25. Hours of Service

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

26. No luck getting Pension Payments from an Estate

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

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

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

28. 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

29. Current 415 Maximum as Relating to Lump Sums

    By LIBOR, August 1, 2005
    • 1 reply
    • 1.5k views
    • 
    • Gary
    • August 3, 2005

30. Changing Cash Balance Interest Credit Rate

    By Dennis Povloski, July 29, 2005
    • 7 replies
    • 2.8k views
    • 
    • JDuns
    • August 1, 2005

31. Newbie Question

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

32. Pension Account

    By Gary, July 28, 2005
    • 8 replies
    • 3.2k views
    • 
    • ljr
    • August 2, 2005

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

    By Gary, July 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • July 28, 2005

34. Reduction of accrued benefits?

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

35. Embezzlement of Pension Assets

    By Guest Donaldson, July 26, 2005
    • 6 replies
    • 1.9k views
    • 
    • SoCalActuary
    • July 29, 2005

36. Father & Son, any control issues?

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

37. DB Plan that forfeits benefits

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

38. Late contribution to PS plan

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

39. DB Admin software

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

40. Entitled to DB proceeds?

    By Guest JenMac, July 22, 2005
    • 3 replies
    • 1.4k views
    • 
    • No Name
    • July 25, 2005

41. 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

42. Double Proration

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

43. Aggregating Plans With Different Retirement Ages

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

44. Coverage question

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

45. Change in timing of deduction

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

46. 404 Maximum deductions

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

47. Self-employed, earned income, pension deductions

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

48. 415 DB limit

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

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

    By Dennis Povloski, July 18, 2005
    • 15 replies
    • 8.4k views
    • 
    • Guest
    • September 3, 2010

50. 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