Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 94 GAR Sex distinct Annuity Purchase Rates

   By No Name, July 10, 2005
   • 32 replies
   • 11.2k views
   • 
   • No Name
   • July 15, 2005

2. 10% Limitation

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

3. Repayment agreement

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

4. DB plan with no active participants

   By Guest saeissler, July 7, 2005
   • 4 replies
   • 1.3k views
   • 
   • david rigby
   • July 9, 2005

5. db dc combo and top heavy

   By Tom Poje, July 7, 2005
   • 7 replies
   • 3.2k views
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   • Blinky the 3-eyed Fish
   • July 8, 2005

6. Reduce monthly gross DB annuity amount?

   By Guest Nautical, July 6, 2005
   • 2 replies
   • 1.1k views
   • 
   • JanetM
   • July 7, 2005

7. 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

8. Change in corporate tax year

   By Guest jmincin, July 6, 2005
   • 0 replies
   • 856 views
   • 
   • Guest
   • July 6, 2005

9. Change in corporate tax year

   By Guest jmincin, July 6, 2005
   • 0 replies
   • 882 views
   • 
   • Guest
   • July 6, 2005

10. Termination date and Accrual of benefit

    By flosfur, July 5, 2005
    • 3 replies
    • 1.1k views
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    • david rigby
    • July 6, 2005

11. Benefit Value for divorce settlement

    By dmb, July 1, 2005
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • July 9, 2005

12. Key Employees for determination of 2005 Top Heavy status

    By Guest HaroldA, July 1, 2005
    • 3 replies
    • 1.5k views
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    • Effen
    • July 1, 2005

13. FAS #87 & #132

    By flosfur, June 30, 2005
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 6, 2005

14. General Testing of aggregated DB/DC plans

    By flosfur, June 30, 2005
    • 0 replies
    • 985 views
    • 
    • flosfur
    • June 30, 2005

15. Non-Discrimination testing of carved-out DB plan.

    By flosfur, June 28, 2005
    • 7 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2005

16. FSA credit balance and required quarterly contributions

    By Guest HaroldA, June 28, 2005
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • June 28, 2005

17. Sole prop DB plan tax isssues

    By dmb, June 24, 2005
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2005

18. Current Liability calculation requirements

    By Guest Marino13, June 24, 2005
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2005

19. PBGC Variable Rate Premium exemption

    By Guest HaroldA, June 23, 2005
    • 2 replies
    • 1.6k views
    • 
    • SoCalActuary
    • June 23, 2005

20. Proposed 415 Regs

    By JAY21, June 21, 2005
    • 15 replies
    • 2.2k views
    • 
    • could be me maybe not
    • June 23, 2005

21. Schedule T question...

    By fiona1, June 21, 2005
    • 0 replies
    • 1k views
    • 
    • fiona1
    • June 21, 2005

22. Do the required distribution regulations allow a defined benefit plan to pay part of the benefit in an annuity and part in a lump sum?

    By Everett Moreland, June 20, 2005
    • 6 replies
    • 1.5k views
    • 
    • Everett Moreland
    • June 22, 2005

23. Valuing pension annuities using an annuity certain payable for life expectancy

    By Guest Navysalad, June 20, 2005
    • 14 replies
    • 3k views
    • 
    • SoCalActuary
    • June 21, 2005

24. DB Dual formula

    By Guest Roman, June 20, 2005
    • 21 replies
    • 2.4k views
    • 
    • Guest
    • June 30, 2005

25. Reporting under trust tax id vs. corporate tax id

    By Guest sparkl80, June 20, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • June 20, 2005

26. Involuntary cashouts and annuity option

    By AndyH, June 17, 2005
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • June 20, 2005

27. Cash Balance-Gen Test-417(e)

    By JAY21, June 17, 2005
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • June 20, 2005

28. Modified Aggregate Funding Method

    By Guest HaroldA, June 17, 2005
    • 2 replies
    • 1.7k views
    • 
    • Ron Snyder
    • June 21, 2005

29. One Year Term Cost For Envelope Funding

    By Guest merlin, June 17, 2005
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • June 23, 2005

30. Compensation for restricted top 25 HCES

    By Guest Midwest, June 15, 2005
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • June 17, 2005

31. Boehner Bill HR 2830, Pension Protection Act of 2005

    By §#$%!, June 14, 2005
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 14, 2005

32. Installment Payments and Funding Waivers

    By Guest TheShepherd, June 14, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • June 15, 2005

33. Compensation while a participant

    By No Name, June 14, 2005
    • 7 replies
    • 1.9k views
    • 
    • No Name
    • June 17, 2005

34. Term cost of death benefit as part of minimum required contribution

    By Guest saeissler, June 13, 2005
    • 6 replies
    • 1.3k views
    • 
    • could be me maybe not
    • June 15, 2005

35. Stand Alone Software for (a)(4) Testing

    By LIBOR, June 10, 2005
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • June 14, 2005

36. CONTROLLED GROUP?

    By himt4, June 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 9, 2005

37. DB 415 Limit question

    By fiona1, June 9, 2005
    • 5 replies
    • 2k views
    • 
    • wmyer
    • June 10, 2005

38. EIN for Pension Trust

    By Guest calcu, June 9, 2005
    • 2 replies
    • 2.5k views
    • 
    • David MacLennan
    • June 9, 2005

39. Reasonable Funding Method

    By flosfur, June 8, 2005
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • June 9, 2005

40. Nondiscrimination Testing in Conjunction With a Window

    By LIBOR, June 7, 2005
    • 0 replies
    • 1.2k views
    • 
    • LIBOR
    • June 7, 2005

41. Help Interpreting LR Increase

    By mwyatt, June 7, 2005
    • 12 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 8, 2005

42. Flat Dollar Contribution, requires cash-balance arrangment ?

    By JAY21, June 6, 2005
    • 3 replies
    • 1.6k views
    • 
    • SoCalActuary
    • June 7, 2005

43. Waiving Benefits by Shareholders

    By Guest Rob Kobrine, June 6, 2005
    • 10 replies
    • 1.7k views
    • 
    • GBurns
    • June 8, 2005

44. Fiduciary with insider information

    By Guest allisonperry, June 2, 2005
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • June 2, 2005

45. Company life insurance reimburse DB trust?

    By Guest Nautical, June 2, 2005
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • June 6, 2005

46. valuing a benefit for QDRO

    By dmb, June 2, 2005
    • 8 replies
    • 1.6k views
    • 
    • dmb
    • June 2, 2005

47. Change in funding method

    By dmb, June 2, 2005
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • June 2, 2005

48. Projecting Benefits With a Salary Scale, Funding Without

    By Guest merlin, June 1, 2005
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • June 1, 2005

49. If a client implemented a DB plan and then in a year or so filed bankruptcy, would the money in the DB plan be protected or would "preferential treatment" apply?

    By Guest Donna Neuhauser, June 1, 2005
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • June 1, 2005

50. Cash Balance Plan meaningful benefit

    By Guest elem, May 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 27, 2005