Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

1. 10% Limitation

   By Luis Miguel, July 8, 2005
   • 3 replies
   • 2.2k views
   • 
   • Luis Miguel
   • July 12, 2005

2. RPA Full funding floor for EOY valuation

   By FAPInJax, July 12, 2005
   • 0 replies
   • 1.5k views
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   • FAPInJax
   • July 12, 2005

3. Effect of ERISA Full Funding Credit on ARA

   By Guest HaroldA, July 11, 2005
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • July 11, 2005

4. Repayment agreement

   By Guest jim williams, July 8, 2005
   • 2 replies
   • 1.5k views
   • 
   • could be me maybe not
   • July 11, 2005

5. DB plan with no active participants

   By Guest saeissler, July 7, 2005
   • 4 replies
   • 1.9k views
   • 
   • david rigby
   • July 9, 2005

6. Benefit Value for divorce settlement

   By dmb, July 1, 2005
   • 2 replies
   • 1.6k views
   • 
   • QDROphile
   • July 9, 2005

7. db dc combo and top heavy

   By Tom Poje, July 7, 2005
   • 7 replies
   • 3.7k views
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   • Blinky the 3-eyed Fish
   • July 8, 2005

8. Reduce monthly gross DB annuity amount?

   By Guest Nautical, July 6, 2005
   • 2 replies
   • 1.5k views
   • 
   • JanetM
   • July 7, 2005

9. Termination date and Accrual of benefit

   By flosfur, July 5, 2005
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • July 6, 2005

10. Change in corporate tax year

    By Guest jmincin, July 6, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • July 6, 2005

11. Change in corporate tax year

    By Guest jmincin, July 6, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 6, 2005

12. FAS #87 & #132

    By flosfur, June 30, 2005
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • July 6, 2005

13. Key Employees for determination of 2005 Top Heavy status

    By Guest HaroldA, July 1, 2005
    • 3 replies
    • 1.8k views
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    • Effen
    • July 1, 2005

14. DB Dual formula

    By Guest Roman, June 20, 2005
    • 21 replies
    • 3.1k views
    • 
    • Guest
    • June 30, 2005

15. General Testing of aggregated DB/DC plans

    By flosfur, June 30, 2005
    • 0 replies
    • 1.3k views
    • 
    • flosfur
    • June 30, 2005

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

    By flosfur, June 28, 2005
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2005

17. FSA credit balance and required quarterly contributions

    By Guest HaroldA, June 28, 2005
    • 4 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 28, 2005

18. Sole prop DB plan tax isssues

    By dmb, June 24, 2005
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2005

19. Current Liability calculation requirements

    By Guest Marino13, June 24, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2005

20. PBGC Variable Rate Premium exemption

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

21. Proposed 415 Regs

    By JAY21, June 21, 2005
    • 15 replies
    • 2.8k views
    • 
    • could be me maybe not
    • June 23, 2005

22. One Year Term Cost For Envelope Funding

    By Guest merlin, June 17, 2005
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • June 23, 2005

23. 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
    • 2k views
    • 
    • Everett Moreland
    • June 22, 2005

24. Schedule T question...

    By fiona1, June 21, 2005
    • 0 replies
    • 1.3k views
    • 
    • fiona1
    • June 21, 2005

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

    By Guest Navysalad, June 20, 2005
    • 14 replies
    • 5.1k views
    • 
    • SoCalActuary
    • June 21, 2005

26. Modified Aggregate Funding Method

    By Guest HaroldA, June 17, 2005
    • 2 replies
    • 2.1k views
    • 
    • Ron Snyder
    • June 21, 2005

27. Involuntary cashouts and annuity option

    By AndyH, June 17, 2005
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • June 20, 2005

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

    By Guest sparkl80, June 20, 2005
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • June 20, 2005

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

    By JAY21, June 17, 2005
    • 3 replies
    • 1.8k views
    • 
    • AndyH
    • June 20, 2005

30. Compensation for restricted top 25 HCES

    By Guest Midwest, June 15, 2005
    • 3 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 17, 2005

31. Compensation while a participant

    By No Name, June 14, 2005
    • 7 replies
    • 2.7k views
    • 
    • No Name
    • June 17, 2005

32. Term cost of death benefit as part of minimum required contribution

    By Guest saeissler, June 13, 2005
    • 6 replies
    • 1.6k views
    • 
    • could be me maybe not
    • June 15, 2005

33. Installment Payments and Funding Waivers

    By Guest TheShepherd, June 14, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 15, 2005

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

    By §#$%!, June 14, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • June 14, 2005

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

    By LIBOR, June 10, 2005
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • June 14, 2005

36. DB 415 Limit question

    By fiona1, June 9, 2005
    • 5 replies
    • 2.4k views
    • 
    • wmyer
    • June 10, 2005

37. CONTROLLED GROUP?

    By himt4, June 9, 2005
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 9, 2005

38. EIN for Pension Trust

    By Guest calcu, June 9, 2005
    • 2 replies
    • 2.9k views
    • 
    • David MacLennan
    • June 9, 2005

39. Reasonable Funding Method

    By flosfur, June 8, 2005
    • 6 replies
    • 2.2k views
    • 
    • david rigby
    • June 9, 2005

40. Waiving Benefits by Shareholders

    By Guest Rob Kobrine, June 6, 2005
    • 10 replies
    • 2.1k views
    • 
    • GBurns
    • June 8, 2005

41. Help Interpreting LR Increase

    By mwyatt, June 7, 2005
    • 12 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 8, 2005

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

    By JAY21, June 6, 2005
    • 3 replies
    • 1.9k views
    • 
    • SoCalActuary
    • June 7, 2005

43. Nondiscrimination Testing in Conjunction With a Window

    By LIBOR, June 7, 2005
    • 0 replies
    • 1.4k views
    • 
    • LIBOR
    • June 7, 2005

44. Company life insurance reimburse DB trust?

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

45. valuing a benefit for QDRO

    By dmb, June 2, 2005
    • 8 replies
    • 2.1k views
    • 
    • dmb
    • June 2, 2005

46. Fiduciary with insider information

    By Guest allisonperry, June 2, 2005
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • June 2, 2005

47. Change in funding method

    By dmb, June 2, 2005
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • June 2, 2005

48. Projecting Benefits With a Salary Scale, Funding Without

    By Guest merlin, June 1, 2005
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • June 1, 2005

49. 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
    • 1.8k views
    • 
    • AndyH
    • June 1, 2005

50. Underfunded frozen plan

    By Effen, May 19, 2005
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • May 30, 2005