Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

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

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

2. 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

3. Includable For Coverage, Excludable For Participation?

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

4. Death Benefit from a 412(i) plan

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

5. DB AND DC COMBINED DEDUCTION

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

6. 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

7. DB Deduction

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

8. FASB and Cash Balance Plans

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

9. Hours of Service

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

10. DB Admin software

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

11. Current 415 Maximum as Relating to Lump Sums

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

12. No luck getting Pension Payments from an Estate

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

13. FASB 87

    By Guest RSNOW, September 5, 2003
    • 13 replies
    • 3.3k views
    • 
    • AndyH
    • August 3, 2005

14. Pension Account

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

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

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

16. Changing Cash Balance Interest Credit Rate

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

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

19. Embezzlement of Pension Assets

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

20. Reduction of accrued benefits?

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

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

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

22. Father & Son, any control issues?

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

23. DB Plan that forfeits benefits

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

24. Plan amendment after beginning of year valuation date - can I take freeze of accruals into account

    By Guest saeissler, July 6, 2005
    • 12 replies
    • 3.7k views
    • 
    • Guest
    • July 26, 2005

25. Welfare Plan Cost of Insurance (I know this is a DB board)

    By Gary, February 4, 2005
    • 7 replies
    • 1.7k views
    • 
    • Gary
    • July 25, 2005

26. Entitled to DB proceeds?

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

27. Late contribution to PS plan

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

28. 404 Maximum deductions

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

29. Double Proration

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

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

32. PBGC Plan Term Waiver

    By Blinky the 3-eyed Fish, August 23, 2002
    • 11 replies
    • 4.2k views
    • 
    • WDIK
    • July 20, 2005

33. Aggregating Plans With Different Retirement Ages

    By Guest merlin, July 20, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • 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. Self-employed, earned income, pension deductions

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

36. 415 DB limit

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

37. Calendar year data election

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

38. EOY Valuation and advance contributions

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

39. 94 GAR Sex distinct Annuity Purchase Rates

    By No Name, July 10, 2005
    • 32 replies
    • 11.3k views
    • 
    • No Name
    • July 15, 2005

40. heinz 2005-23

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

41. 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

42. Funding and Top Heavy

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

43. Early Retirement Window & Non-Discrimination Testing

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

44. Payment of Unrestricted Amount To Top 25 HCE

    By Guest merlin, July 12, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 12, 2005

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

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

46. 412(i) Plans and forfeitures from annuity product

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

47. 10% Limitation

    By Luis Miguel, July 8, 2005
    • 3 replies
    • 1.6k views
    • 
    • Luis Miguel
    • July 12, 2005

48. RPA Full funding floor for EOY valuation

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

49. Effect of ERISA Full Funding Credit on ARA

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

50. Repayment agreement

    By Guest jim williams, July 8, 2005
    • 2 replies
    • 1.2k views
    • 
    • could be me maybe not
    • July 11, 2005