Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. Change in timing of deduction

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

2. Self-employed, earned income, pension deductions

   By Gary, July 18, 2005
   • 3 replies
   • 2.1k views
   • 
   • mbozek
   • July 19, 2005

3. 415 DB limit

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

4. Calendar year data election

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

5. EOY Valuation and advance contributions

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

6. 94 GAR Sex distinct Annuity Purchase Rates

   By No Name, July 10, 2005
   • 32 replies
   • 11.6k views
   • 
   • No Name
   • July 15, 2005

7. heinz 2005-23

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

8. 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

9. Funding and Top Heavy

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

10. Early Retirement Window & Non-Discrimination Testing

    By LIBOR, July 11, 2005
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • July 12, 2005

11. Payment of Unrestricted Amount To Top 25 HCE

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

12. 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

13. 412(i) Plans and forfeitures from annuity product

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

14. 10% Limitation

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

15. RPA Full funding floor for EOY valuation

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

16. Effect of ERISA Full Funding Credit on ARA

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

17. Repayment agreement

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

18. DB plan with no active participants

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

19. Benefit Value for divorce settlement

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

20. db dc combo and top heavy

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

21. Reduce monthly gross DB annuity amount?

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

22. Termination date and Accrual of benefit

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

23. Change in corporate tax year

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

24. Change in corporate tax year

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

25. FAS #87 & #132

    By flosfur, June 30, 2005
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • July 6, 2005

26. Key Employees for determination of 2005 Top Heavy status

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

27. DB Dual formula

    By Guest Roman, June 20, 2005
    • 21 replies
    • 2.5k views
    • 
    • Guest
    • June 30, 2005

28. General Testing of aggregated DB/DC plans

    By flosfur, June 30, 2005
    • 0 replies
    • 1k views
    • 
    • flosfur
    • June 30, 2005

29. 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

30. 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

31. Sole prop DB plan tax isssues

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

32. Current Liability calculation requirements

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

33. PBGC Variable Rate Premium exemption

    By Guest HaroldA, June 23, 2005
    • 2 replies
    • 1.7k views
    • 
    • SoCalActuary
    • June 23, 2005

34. Proposed 415 Regs

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

35. One Year Term Cost For Envelope Funding

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

36. 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

37. Schedule T question...

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

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

    By Guest Navysalad, June 20, 2005
    • 14 replies
    • 3.7k views
    • 
    • SoCalActuary
    • June 21, 2005

39. Modified Aggregate Funding Method

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

40. Involuntary cashouts and annuity option

    By AndyH, June 17, 2005
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • June 20, 2005

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

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

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

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

43. 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

44. Compensation while a participant

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

45. 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

46. Installment Payments and Funding Waivers

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

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

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

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

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

49. DB 415 Limit question

    By fiona1, June 9, 2005
    • 5 replies
    • 2.1k views
    • 
    • wmyer
    • June 10, 2005

50. CONTROLLED GROUP?

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