Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. Key Employees for determination of 2005 Top Heavy status

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

2. DB Dual formula

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

3. General Testing of aggregated DB/DC plans

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

4. 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

5. 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

6. Sole prop DB plan tax isssues

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

7. Current Liability calculation requirements

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

8. PBGC Variable Rate Premium exemption

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

9. Proposed 415 Regs

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

10. One Year Term Cost For Envelope Funding

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

11. 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
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    • Everett Moreland
    • June 22, 2005

12. Schedule T question...

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

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

    By Guest Navysalad, June 20, 2005
    • 14 replies
    • 3.1k views
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    • SoCalActuary
    • June 21, 2005

14. Modified Aggregate Funding Method

    By Guest HaroldA, June 17, 2005
    • 2 replies
    • 1.8k views
    • 
    • Ron Snyder
    • June 21, 2005

15. Involuntary cashouts and annuity option

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

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

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

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

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

18. Compensation for restricted top 25 HCES

    By Guest Midwest, June 15, 2005
    • 3 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • June 17, 2005

19. Compensation while a participant

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

20. 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

21. Installment Payments and Funding Waivers

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

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

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

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

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

24. DB 415 Limit question

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

25. CONTROLLED GROUP?

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

26. EIN for Pension Trust

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

27. Reasonable Funding Method

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

28. Waiving Benefits by Shareholders

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

29. Help Interpreting LR Increase

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

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

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

31. Nondiscrimination Testing in Conjunction With a Window

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

32. Company life insurance reimburse DB trust?

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

33. valuing a benefit for QDRO

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

34. Fiduciary with insider information

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

35. Change in funding method

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

36. Projecting Benefits With a Salary Scale, Funding Without

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

37. 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

38. Underfunded frozen plan

    By Effen, May 19, 2005
    • 10 replies
    • 2.4k views
    • 
    • Guest
    • May 30, 2005

39. Cash Balance Plan meaningful benefit

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

40. New Proposed 415 Regulations

    By SoCalActuary, May 26, 2005
    • 18 replies
    • 2.8k views
    • 
    • mbozek
    • May 27, 2005

41. Cash Balance Plans with different levels of benefits and backloading issue.

    By Guest ymoore, May 27, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 27, 2005

42. PBGC's long-term viability?

    By Guest BritishJourno, May 27, 2005
    • 1 reply
    • 1.2k views
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    • david rigby
    • May 27, 2005

43. Funky transaction

    By Gary, May 25, 2005
    • 7 replies
    • 1.6k views
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    • mwyatt
    • May 27, 2005

44. Missed Participants in a DB plan

    By Guest erepper, May 25, 2005
    • 1 reply
    • 1k views
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    • david rigby
    • May 25, 2005

45. Does highest 3-year compensation figure of 415(b) have to be adjusted

    By Guest shronesz, December 3, 2000
    • 27 replies
    • 5.1k views
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    • David MacLennan
    • May 25, 2005

46. In a final average pay plan, is it customary to lock in any prior year

    By Guest Linda Ursin, December 1, 1999
    • 11 replies
    • 4.9k views
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    • Gary
    • May 25, 2005

47. Conversion from Final Average Pay Plan to Career Average Pay Plan

    By Guest t936, May 11, 2005
    • 2 replies
    • 1.6k views
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    • david rigby
    • May 25, 2005

48. Post Ret Accrual after LS

    By Guest penman, May 24, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 24, 2005

49. Valuing a benefit for a divorce settlement

    By dmb, May 24, 2005
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • May 24, 2005

50. Government plan employee group wants their share of unallocated fund transferred to 401(k) plan

    By Guest DBtech, May 20, 2005
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • May 23, 2005