Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. EIN for Pension Trust

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

2. Reasonable Funding Method

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

3. Nondiscrimination Testing in Conjunction With a Window

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

4. Help Interpreting LR Increase

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

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

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

6. Waiving Benefits by Shareholders

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

7. Fiduciary with insider information

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

8. Company life insurance reimburse DB trust?

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

9. valuing a benefit for QDRO

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

10. Change in funding method

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

11. Projecting Benefits With a Salary Scale, Funding Without

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

12. 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

13. Cash Balance Plan meaningful benefit

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

14. 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

15. PBGC's long-term viability?

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

16. QSERP Question

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

17. New Proposed 415 Regulations

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

18. Funky transaction

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

19. Missed Participants in a DB plan

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

20. Post Ret Accrual after LS

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

21. Valuing a benefit for a divorce settlement

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

22. 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

23. Paying out EE Contribution portion "first"?

    By Guest fcdeacy, May 19, 2005
    • 6 replies
    • 2.6k views
    • 
    • Effen
    • January 25, 2010

24. Funding Deficiency?

    By Gary, May 19, 2005
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • May 19, 2005

25. Underfunded frozen plan

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

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

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

27. restructuring and reasonable classification

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

28. Integrated Benefit - Is AB protected?

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

29. Projected Compensation and Application of Compensation Limit

    By Guest HaroldA, May 16, 2005
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 16, 2005

30. Replacement Ratios for Execs

    By Guest smstls, May 14, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 15, 2005

31. FSA, FFC, Max Deductions

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

32. One Election Form for 2 Cash Balance Plans

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

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

    By Dennis Povloski, May 12, 2005
    • 3 replies
    • 2.1k views
    • 
    • mwyatt
    • May 13, 2005

34. Plan Loan from DB PLan

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

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

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

36. Pre-participation Service

    By Gary, May 11, 2005
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • May 11, 2005

37. Sole prop income during year of plan termination

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

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

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

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

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

40. In-service distribution and subsequent benefits

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

41. Early Retirement Window Non-Discrimination Testing

    By ubermax, May 6, 2005
    • 0 replies
    • 1.9k views
    • 
    • ubermax
    • May 6, 2005

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

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

43. Premium brain cramp check EOY valuation

    By mwyatt, May 4, 2005
    • 0 replies
    • 1.1k views
    • 
    • mwyatt
    • May 4, 2005

44. 412(i) Query

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

45. Required Interest Credit for Mandatory Contributions

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

46. Deemed Uniformity & 401(l)

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

47. EOY Valuation and Accrued Benefit Cost Method

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

48. MGB

    By Guest Harry O, May 3, 2005
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • May 6, 2005

49. Plan Conversion, Compliance

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

50. Paying Out Employee Contributions First

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