Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

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

   By Guest Nineteen, September 13, 2005
   • 6 replies
   • 2.2k views
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   • AndyH
   • September 14, 2005

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

   By katieinny, September 12, 2005
   • 1 reply
   • 1.6k views
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   • david rigby
   • September 12, 2005

3. FASB attributable benefits

   By FAPInJax, August 29, 2005
   • 10 replies
   • 3.3k views
   • 
   • david rigby
   • September 12, 2005

4. Merger of underfunded Defined Benefit Plans

   By ac, September 12, 2005
   • 0 replies
   • 1.6k views
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   • ac
   • September 12, 2005

5. lump sum and death

   By Tom Poje, September 8, 2005
   • 6 replies
   • 2.4k views
   • 
   • could be me maybe not
   • September 12, 2005

6. 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
   • 1.7k views
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   • gle3186
   • September 9, 2005

7. DB takeover problems

   By C2C, September 8, 2005
   • 3 replies
   • 1.8k views
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   • C2C
   • September 9, 2005

8. Partial lump sum distribution

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

9. Flexible pension

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

10. 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
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    • Mike Preston
    • September 3, 2005

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

    By Guest BDZ, August 30, 2005
    • 8 replies
    • 1.8k views
    • 
    • Effen
    • September 3, 2005

12. 415 Calculations

    By Guest Turtle_01, March 7, 2005
    • 11 replies
    • 4.3k views
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    • AndyH
    • August 30, 2005

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

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

14. Window for Partial Lump Sum from Cash Balance Plan

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

15. Impact of 415 increases to pension

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

16. Death Benefits in a DB Plan

    By Dennis Povloski, August 11, 2005
    • 7 replies
    • 4.6k views
    • 
    • Ron Snyder
    • August 25, 2005

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

    By Guest erisafried, July 15, 2005
    • 18 replies
    • 2.8k views
    • 
    • No Name
    • August 25, 2005

18. 419(e) welfare benefit plan deduction limit (life insurance only plan)

    By Gary, August 9, 2005
    • 7 replies
    • 4.2k views
    • 
    • Ron Snyder
    • August 25, 2005

19. What is NRD when employee hired after NRD?

    By david rigby, August 23, 2005
    • 8 replies
    • 4k views
    • 
    • david rigby
    • August 24, 2005

20. Integrated DB / Actuarial Eq.

    By Guest penman, August 20, 2005
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • August 24, 2005

21. question retracted

    By AndyH, August 23, 2005
    • 6 replies
    • 1.4k views
    • 
    • could be me maybe not
    • August 23, 2005

22. DB w/414k account

    By JAY21, August 19, 2005
    • 1 reply
    • 1.8k views
    • 
    • SoCalActuary
    • August 20, 2005

23. Changes to Life Insurance policies

    By flosfur, August 16, 2005
    • 17 replies
    • 2.1k views
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    • AndyH
    • August 19, 2005

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

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

25. 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

26. 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

27. Death Benefit from a 412(i) plan

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

28. DB AND DC COMBINED DEDUCTION

    By Guest f1234, August 10, 2005
    • 13 replies
    • 1.6k views
    • 
    • AndyH
    • August 11, 2005

29. S-Corp loss created by DB Contribution

    By Guest elem, August 8, 2005
    • 4 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 9, 2005

30. DB Deduction

    By pbarrett, July 31, 2003
    • 4 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • August 8, 2005

31. FASB and Cash Balance Plans

    By Guest smstls, August 7, 2005
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • August 8, 2005

32. Hours of Service

    By Guest cafeaulait08, August 5, 2005
    • 7 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • August 6, 2005

33. DB Admin software

    By R. Butler, July 22, 2005
    • 19 replies
    • 3.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2005

34. Current 415 Maximum as Relating to Lump Sums

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

35. No luck getting Pension Payments from an Estate

    By Guest gerry326, August 2, 2005
    • 6 replies
    • 2.5k views
    • 
    • ljr
    • August 3, 2005

36. FASB 87

    By Guest RSNOW, September 5, 2003
    • 13 replies
    • 3.4k views
    • 
    • AndyH
    • August 3, 2005

37. Pension Account

    By Gary, July 28, 2005
    • 8 replies
    • 3.4k views
    • 
    • ljr
    • August 2, 2005

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

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

39. Changing Cash Balance Interest Credit Rate

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

40. 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

41. Newbie Question

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

42. Embezzlement of Pension Assets

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

43. Reduction of accrued benefits?

    By Guest Ron Sevcik, July 27, 2005
    • 15 replies
    • 2.8k views
    • 
    • Guest
    • July 28, 2005

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

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

45. Father & Son, any control issues?

    By himt4, July 26, 2005
    • 5 replies
    • 2.4k views
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    • JAY21
    • July 26, 2005

46. DB Plan that forfeits benefits

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

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

    By Guest saeissler, July 6, 2005
    • 12 replies
    • 3.9k views
    • 
    • Guest
    • July 26, 2005

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

    By Gary, February 4, 2005
    • 7 replies
    • 1.8k views
    • 
    • Gary
    • July 25, 2005

49. Entitled to DB proceeds?

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

50. Late contribution to PS plan

    By Gary, July 23, 2005
    • 7 replies
    • 1.8k views
    • 
    • mbozek
    • July 25, 2005