Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Late Quarterly Interest

   By Guest guppy, April 26, 2005
   • 3 replies
   • 1.4k views
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   • david rigby
   • May 3, 2005

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

   By joel, April 22, 2005
   • 2 replies
   • 1.4k views
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   • JAY21
   • April 22, 2005

3. 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

4. Heinz/Rev. Proc. 2005-23

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

5. Changing vesting

   By Guest The Pension Kid, April 21, 2005
   • 2 replies
   • 1.5k views
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   • Tom Poje
   • April 21, 2005

6. Client disclosure

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

7. 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

8. Statement With Information Reported on Form SSA

   By Guest cjk, April 15, 2005
   • 5 replies
   • 1.5k views
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   • WDIK
   • April 22, 2005

9. Short term military leave and USERRA

   By Guest forum4, April 14, 2005
   • 0 replies
   • 1.3k views
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   • Guest
   • April 14, 2005

10. Money Purchase

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

11. Potential Age Disrimination

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

12. Revised IRS model 402(f) special tax distribution notice?

    By Guest brsears, April 12, 2005
    • 0 replies
    • 2k views
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    • Guest
    • April 12, 2005

13. Bad QDRO-What to do?

    By AndyH, April 11, 2005
    • 8 replies
    • 1.5k views
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    • AndyH
    • April 13, 2005

14. In-kind contribution and minimum funding

    By Guest Nineteen, April 9, 2005
    • 6 replies
    • 2.2k views
    • 
    • SoCalActuary
    • April 13, 2005

15. Insurance using Revenue Ruling 74-307

    By FAPInJax, April 8, 2005
    • 1 reply
    • 3.6k views
    • 
    • Guest
    • April 8, 2005

16. Interest Rate for Normal Cost Calculation

    By Guest Bob_DB, April 7, 2005
    • 28 replies
    • 4k views
    • 
    • Guest
    • April 15, 2005

17. Current Liability and 415

    By AndyH, April 6, 2005
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • April 6, 2005

18. Present value of 415 benefit

    By Guest HaroldA, April 6, 2005
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • April 8, 2005

19. Dang Acronyms - need a little help with ITO

    By 2muchstress, April 5, 2005
    • 2 replies
    • 1.1k views
    • 
    • 2muchstress
    • April 5, 2005

20. PLan compensation

    By Gary, April 4, 2005
    • 4 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • April 8, 2005

21. Minimum participation rules - meaningful benefit

    By Guest seissler, April 1, 2005
    • 2 replies
    • 1.8k views
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    • Blinky the 3-eyed Fish
    • April 4, 2005

22. Demutualization Proceeds in Connection with a Contributory Terminated Defined Benefit Plan

    By Guest wednesday, April 1, 2005
    • 7 replies
    • 1.6k views
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    • david rigby
    • April 2, 2005

23. EA Meeting 2005

    By david rigby, April 1, 2005
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • April 7, 2005

24. Reduction of accrued benefit

    By Gary, April 1, 2005
    • 6 replies
    • 1.9k views
    • 
    • Gary
    • April 2, 2005

25. Potentially Discriminatory Definition of Pay

    By Guest cole stevenson, April 1, 2005
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • April 1, 2005

26. Early Retirement Window and Non-Discrimination

    By LIBOR, March 31, 2005
    • 6 replies
    • 2k views
    • 
    • ubermax
    • April 1, 2005

27. Supreme Court decision on conversions

    By could be me maybe not, March 31, 2005
    • 17 replies
    • 2.2k views
    • 
    • SoCalActuary
    • April 6, 2005

28. 415(b) - All Income derived from a guild - Can a separate plan be set up

    By Guest erepper, March 31, 2005
    • 9 replies
    • 2.2k views
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    • Guest
    • March 31, 2005

29. Schedule SSA - listing of those reported

    By Guest Marino13, March 30, 2005
    • 12 replies
    • 2.3k views
    • 
    • JanetM
    • April 21, 2005

30. Rev. Proc. 2000-40

    By Guest penman, March 30, 2005
    • 4 replies
    • 2k views
    • 
    • Guest
    • March 30, 2005

31. RPA'94 CL AT B.O.Y. FOR LINE 2B OF SCHEDULE B.

    By himt4, March 28, 2005
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 30, 2005

32. Mandatory Rollover Rules

    By Guest hyper, March 23, 2005
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 23, 2005

33. Business sale and 204(h) notice

    By AndyH, March 23, 2005
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • March 23, 2005

34. OBRA FFC Bases

    By Guest Benny, March 23, 2005
    • 1 reply
    • 972 views
    • 
    • Blinky the 3-eyed Fish
    • March 23, 2005

35. Prior accrued benefit in Cash Balance Plan & IRC 404(a)(7)(A)

    By Guest Rob Kobrine, March 22, 2005
    • 4 replies
    • 1.4k views
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    • JAY21
    • March 24, 2005

36. FAS 88 Curtailment

    By Guest Turtle_01, March 22, 2005
    • 7 replies
    • 2.6k views
    • 
    • ishi
    • March 24, 2005

37. Contribution Deduction

    By Dougsbpc, March 17, 2005
    • 5 replies
    • 1.7k views
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    • Guest
    • March 18, 2005

38. Looking for tables

    By Guest mparker2028, March 17, 2005
    • 4 replies
    • 2.1k views
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    • david rigby
    • March 17, 2005

39. QJSA AS LEAST AS VALUABLE

    By Guest JBeck, March 16, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 16, 2005

40. 412(i) Magic Language

    By Randy Watson, March 15, 2005
    • 12 replies
    • 2.1k views
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    • GBurns
    • March 16, 2005

41. Notice of Plan Benefits

    By Just Me, March 15, 2005
    • 9 replies
    • 3k views
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    • Guest
    • March 16, 2005

42. 415 compensation

    By FAPInJax, March 14, 2005
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • March 14, 2005

43. Looking for opinion on a non-pension actuarial request

    By Gary, March 14, 2005
    • 4 replies
    • 1.4k views
    • 
    • Ron Snyder
    • March 16, 2005

44. FASB-What triggers this to be required?

    By Guest erepper, March 11, 2005
    • 4 replies
    • 2k views
    • 
    • AndyH
    • March 11, 2005

45. Required minimum distribution calculation

    By Guest Turtle_01, March 10, 2005
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • March 10, 2005

46. Incidental Death Benefit

    By Guest Roman, March 9, 2005
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 9, 2005

47. calculating comp limits pre-EGTRRA method after EGTRRA

    By Guest knichols, March 9, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 9, 2005

48. 50% J&S benefit for young non spouse beneficiary

    By Guest crosseyedtester, March 9, 2005
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • March 10, 2005

49. Quarterly penalties (Again#!?#?$?@)

    By FAPInJax, March 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • March 8, 2005

50. excess contribution (nondeductible)

    By k man, March 8, 2005
    • 10 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2005