Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

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

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

2. 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

3. QSERP Question

   By Guest CKING1, May 27, 2005
   • 4 replies
   • 4k views
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   • AndyH
   • September 18, 2006

4. New Proposed 415 Regulations

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

5. Funky transaction

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

6. Missed Participants in a DB plan

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

7. Post Ret Accrual after LS

   By Guest penman, May 24, 2005
   • 3 replies
   • 1.2k views
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   • Guest
   • May 24, 2005

8. Valuing a benefit for a divorce settlement

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

9. 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
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   • mbozek
   • May 23, 2005

10. Paying out EE Contribution portion "first"?

    By Guest fcdeacy, May 19, 2005
    • 6 replies
    • 2.5k views
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    • Effen
    • January 25, 2010

11. Funding Deficiency?

    By Gary, May 19, 2005
    • 4 replies
    • 1.2k views
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    • david rigby
    • May 19, 2005

12. Underfunded frozen plan

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

13. Top Heavy Determination - DB Plan Termination and 401(k) Adoption

    By Guest f1234, May 17, 2005
    • 1 reply
    • 1.5k views
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    • Blinky the 3-eyed Fish
    • May 17, 2005

14. restructuring and reasonable classification

    By AndyH, May 17, 2005
    • 0 replies
    • 1.1k views
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    • AndyH
    • May 17, 2005

15. Integrated Benefit - Is AB protected?

    By Guest HaroldA, May 16, 2005
    • 8 replies
    • 1.8k views
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    • AndyH
    • May 17, 2005

16. Projected Compensation and Application of Compensation Limit

    By Guest HaroldA, May 16, 2005
    • 1 reply
    • 1.4k views
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    • Blinky the 3-eyed Fish
    • May 16, 2005

17. Replacement Ratios for Execs

    By Guest smstls, May 14, 2005
    • 2 replies
    • 1k views
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    • Guest
    • May 15, 2005

18. FSA, FFC, Max Deductions

    By Gary, May 13, 2005
    • 2 replies
    • 1.3k views
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    • david rigby
    • May 14, 2005

19. One Election Form for 2 Cash Balance Plans

    By Guest ircreader, May 13, 2005
    • 11 replies
    • 1.3k views
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    • Guest
    • May 16, 2005

20. Residual intrest credited to plan account after final 5500 filed

    By Dennis Povloski, May 12, 2005
    • 3 replies
    • 2k views
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    • mwyatt
    • May 13, 2005

21. Plan Loan from DB PLan

    By Gary, May 11, 2005
    • 0 replies
    • 1.1k views
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    • Gary
    • May 11, 2005

22. Employer wants to rescind DBP during first year; does not want the plan.

    By Guest LMalone, May 11, 2005
    • 4 replies
    • 1.3k views
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    • could be me maybe not
    • May 12, 2005

23. Pre-participation Service

    By Gary, May 11, 2005
    • 0 replies
    • 1.4k views
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    • Gary
    • May 11, 2005

24. Sole prop income during year of plan termination

    By dmb, May 11, 2005
    • 5 replies
    • 1.4k views
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    • dmb
    • May 13, 2005

25. 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

26. Is This a Loophole ? Or , What Am I Missing ?

    By LIBOR, May 9, 2005
    • 6 replies
    • 1.8k views
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    • ubermax
    • May 11, 2005

27. In-service distribution and subsequent benefits

    By Guest HaroldA, May 9, 2005
    • 4 replies
    • 1.4k views
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    • Blinky the 3-eyed Fish
    • May 9, 2005

28. Early Retirement Window Non-Discrimination Testing

    By ubermax, May 6, 2005
    • 0 replies
    • 1.8k views
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    • ubermax
    • May 6, 2005

29. Owner/HCE Participant Exclusion - New Cash Balance Plan

    By Guest JimJ, May 5, 2005
    • 7 replies
    • 1.8k views
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    • mbozek
    • May 11, 2005

30. Premium brain cramp check EOY valuation

    By mwyatt, May 4, 2005
    • 0 replies
    • 1k views
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    • mwyatt
    • May 4, 2005

31. 412(i) Query

    By Blinky the 3-eyed Fish, May 3, 2005
    • 11 replies
    • 1.7k views
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    • AndyH
    • May 13, 2005

32. Required Interest Credit for Mandatory Contributions

    By Guest smstls, May 3, 2005
    • 2 replies
    • 1.9k views
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    • Guest
    • May 4, 2005

33. Deemed Uniformity & 401(l)

    By LIBOR, May 3, 2005
    • 0 replies
    • 1k views
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    • LIBOR
    • May 3, 2005

34. EOY Valuation and Accrued Benefit Cost Method

    By Guest Mike Spickard, May 3, 2005
    • 1 reply
    • 1.8k views
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    • Blinky the 3-eyed Fish
    • May 3, 2005

35. MGB

    By Guest Harry O, May 3, 2005
    • 8 replies
    • 2.1k views
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    • Guest
    • May 6, 2005

36. Plan Conversion, Compliance

    By Gary, May 3, 2005
    • 3 replies
    • 1.6k views
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    • Guest
    • May 5, 2005

37. Paying Out Employee Contributions First

    By Guest fcdeacy, May 2, 2005
    • 2 replies
    • 1.4k views
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    • Guest
    • May 2, 2005

38. 94 Gar Qx

    By No Name, April 29, 2005
    • 1 reply
    • 1.4k views
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    • david rigby
    • April 30, 2005

39. Lump sum interest rate for 2005

    By rcline46, April 26, 2005
    • 13 replies
    • 1.9k views
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    • rcline46
    • April 27, 2005

40. Late Quarterly Interest

    By Guest guppy, April 26, 2005
    • 3 replies
    • 1.3k views
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    • david rigby
    • May 3, 2005

41. Tax exemption for 3/4 accidental disability pension (on the job incurred)

    By joel, April 22, 2005
    • 2 replies
    • 1.3k views
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    • JAY21
    • April 22, 2005

42. Exemption from Excise Tax on Certain Non-Deductible Contributions in DB Plans after 2001

    By Dennis Povloski, April 22, 2005
    • 3 replies
    • 1.5k views
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    • Blinky the 3-eyed Fish
    • April 22, 2005

43. Heinz/Rev. Proc. 2005-23

    By Randy Watson, April 21, 2005
    • 1 reply
    • 1.3k views
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    • Guest
    • April 21, 2005

44. Changing vesting

    By Guest The Pension Kid, April 21, 2005
    • 2 replies
    • 1.4k views
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    • Tom Poje
    • April 21, 2005

45. Client disclosure

    By Gary, April 19, 2005
    • 4 replies
    • 1.2k views
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    • Lame Duck
    • April 20, 2005

46. Can a salary scale be used with Level Dollar Individual Aggregate funding method?

    By Guest billkalke, April 19, 2005
    • 2 replies
    • 1.1k views
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    • david rigby
    • April 19, 2005

47. Statement With Information Reported on Form SSA

    By Guest cjk, April 15, 2005
    • 5 replies
    • 1.4k views
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    • WDIK
    • April 22, 2005

48. Short term military leave and USERRA

    By Guest forum4, April 14, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • April 14, 2005

49. Money Purchase

    By Guest qualified plan, April 12, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • April 12, 2005

50. Potential Age Disrimination

    By Dougsbpc, April 12, 2005
    • 2 replies
    • 1.2k views
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    • Dougsbpc
    • April 13, 2005