Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. 404 Maximum deductions

   By Gary, July 18, 2005
   • 10 replies
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • July 25, 2005

2. Double Proration

   By Guest pdxactuary, July 21, 2005
   • 1 reply
   • 2.2k views
   • 
   • david rigby
   • July 23, 2005

3. 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

4. Coverage question

   By FAPInJax, July 19, 2005
   • 10 replies
   • 1.7k views
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   • Blinky the 3-eyed Fish
   • July 20, 2005

5. PBGC Plan Term Waiver

   By Blinky the 3-eyed Fish, August 23, 2002
   • 11 replies
   • 4.4k views
   • 
   • WDIK
   • July 20, 2005

6. Aggregating Plans With Different Retirement Ages

   By Guest merlin, July 20, 2005
   • 0 replies
   • 1.3k views
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   • Guest
   • July 20, 2005

7. Change in timing of deduction

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

8. Self-employed, earned income, pension deductions

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

9. 415 DB limit

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

10. Calendar year data election

    By AndyH, July 13, 2005
    • 3 replies
    • 2.8k views
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    • Guest
    • July 18, 2005

11. EOY Valuation and advance contributions

    By flosfur, July 14, 2005
    • 2 replies
    • 1.3k views
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    • Guest
    • July 16, 2005

12. 94 GAR Sex distinct Annuity Purchase Rates

    By No Name, July 10, 2005
    • 32 replies
    • 11.7k views
    • 
    • No Name
    • July 15, 2005

13. heinz 2005-23

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

14. 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

15. Funding and Top Heavy

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

16. Early Retirement Window & Non-Discrimination Testing

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

17. Payment of Unrestricted Amount To Top 25 HCE

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

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

    By Gary, July 11, 2005
    • 4 replies
    • 2k views
    • 
    • Tom Poje
    • July 12, 2005

19. 412(i) Plans and forfeitures from annuity product

    By Guest picwrc, July 11, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 12, 2005

20. 10% Limitation

    By Luis Miguel, July 8, 2005
    • 3 replies
    • 1.7k views
    • 
    • Luis Miguel
    • July 12, 2005

21. RPA Full funding floor for EOY valuation

    By FAPInJax, July 12, 2005
    • 0 replies
    • 1.3k views
    • 
    • FAPInJax
    • July 12, 2005

22. Effect of ERISA Full Funding Credit on ARA

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

23. Repayment agreement

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

24. DB plan with no active participants

    By Guest saeissler, July 7, 2005
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • July 9, 2005

25. Benefit Value for divorce settlement

    By dmb, July 1, 2005
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • July 9, 2005

26. db dc combo and top heavy

    By Tom Poje, July 7, 2005
    • 7 replies
    • 3.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2005

27. Reduce monthly gross DB annuity amount?

    By Guest Nautical, July 6, 2005
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • July 7, 2005

28. Termination date and Accrual of benefit

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

29. Change in corporate tax year

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

30. Change in corporate tax year

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

31. FAS #87 & #132

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

32. Key Employees for determination of 2005 Top Heavy status

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

33. DB Dual formula

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

34. General Testing of aggregated DB/DC plans

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

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

    By flosfur, June 28, 2005
    • 7 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2005

36. 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

37. Sole prop DB plan tax isssues

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

38. Current Liability calculation requirements

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

39. PBGC Variable Rate Premium exemption

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

40. Proposed 415 Regs

    By JAY21, June 21, 2005
    • 15 replies
    • 2.3k views
    • 
    • could be me maybe not
    • June 23, 2005

41. One Year Term Cost For Envelope Funding

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

42. 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
    • 1.6k views
    • 
    • Everett Moreland
    • June 22, 2005

43. Schedule T question...

    By fiona1, June 21, 2005
    • 0 replies
    • 1.1k views
    • 
    • fiona1
    • June 21, 2005

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

    By Guest Navysalad, June 20, 2005
    • 14 replies
    • 4k views
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    • SoCalActuary
    • June 21, 2005

45. Modified Aggregate Funding Method

    By Guest HaroldA, June 17, 2005
    • 2 replies
    • 1.9k views
    • 
    • Ron Snyder
    • June 21, 2005

46. Involuntary cashouts and annuity option

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

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

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

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

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

49. 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

50. Compensation while a participant

    By No Name, June 14, 2005
    • 7 replies
    • 2k views
    • 
    • No Name
    • June 17, 2005