Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Deferred Retiree Benefiting under 410(B)?

   By AndyH, February 24, 2005
   • 10 replies
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • April 4, 2005

2. Minimum participation rules - meaningful benefit

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

3. Reduction of accrued benefit

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

4. 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

5. Potentially Discriminatory Definition of Pay

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

6. Early Retirement Window and Non-Discrimination

   By LIBOR, March 31, 2005
   • 6 replies
   • 1.9k views
   • 
   • ubermax
   • April 1, 2005

7. 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

8. Rev. Proc. 2000-40

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

9. 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

10. excess contribution (nondeductible)

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

11. Deceased Terminated Vested Employees

    By Guest meggie, July 23, 2001
    • 6 replies
    • 3.5k views
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    • AndyH
    • March 24, 2005

12. 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

13. FAS 88 Curtailment

    By Guest Turtle_01, March 22, 2005
    • 7 replies
    • 2.5k views
    • 
    • ishi
    • March 24, 2005

14. Mandatory Rollover Rules

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

15. Business sale and 204(h) notice

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

16. OBRA FFC Bases

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

17. Contribution Deduction

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

18. Looking for tables

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

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

    By Gary, March 14, 2005
    • 4 replies
    • 1.3k views
    • 
    • Ron Snyder
    • March 16, 2005

20. QJSA AS LEAST AS VALUABLE

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

21. 412(i) Magic Language

    By Randy Watson, March 15, 2005
    • 12 replies
    • 2k views
    • 
    • GBurns
    • March 16, 2005

22. Notice of Plan Benefits

    By Just Me, March 15, 2005
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • March 16, 2005

23. 415 compensation

    By FAPInJax, March 14, 2005
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • March 14, 2005

24. FASB-What triggers this to be required?

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

25. Required minimum distribution calculation

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

26. 50% J&S benefit for young non spouse beneficiary

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

27. Incidental Death Benefit

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

28. Subsidized Joint and Survivor Annuity & missing spouse

    By Guest BDZ, March 8, 2005
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • March 9, 2005

29. calculating comp limits pre-EGTRRA method after EGTRRA

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

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

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

31. Asset Valuation Method

    By Guest h20, March 8, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 8, 2005

32. Exclusion of vesting service prior to plan effective date

    By ac, March 4, 2005
    • 8 replies
    • 4.9k views
    • 
    • Belgarath
    • March 4, 2005

33. Restricted Benefit Calc-One Year Period Available ?

    By JAY21, March 2, 2005
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • March 3, 2005

34. mandatory Employee contributions: after-tax?

    By Guest Fred Maynard, March 2, 2005
    • 2 replies
    • 2.2k views
    • 
    • Lori Friedman
    • March 2, 2005

35. Do u have to switch to UC for a frozen DB Plan?

    By himt4, March 2, 2005
    • 1 reply
    • 1k views
    • 
    • david rigby
    • March 2, 2005

36. FIL Method-Assumption Base

    By JAY21, March 1, 2005
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • March 1, 2005

37. Terminated Plan and Plan Amendments

    By J. Bringhurst, February 28, 2005
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • March 1, 2005

38. Purchasing Additional Benefit Service

    By RCK, February 25, 2005
    • 2 replies
    • 981 views
    • 
    • Guest
    • February 25, 2005

39. Assets for year-end valuation

    By Guest guppy, February 25, 2005
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • February 25, 2005

40. DB/DC combo testing issue-avoiding the Gateway

    By AndyH, February 22, 2005
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 25, 2005

41. Changing Payment Election After Payments Commence

    By Guest elem, January 27, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • February 24, 2005

42. 415 Limit and Old DB Plan

    By Guest penman, February 14, 2005
    • 8 replies
    • 2.4k views
    • 
    • HBActuary
    • February 24, 2005

43. Deadline for submitting plan for using Form 5307

    By Guest elem, February 23, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 23, 2005

44. FIL Funding Method

    By ac, February 18, 2005
    • 6 replies
    • 1.9k views
    • 
    • MGB
    • February 23, 2005

45. General Testing of Cash Balance Plan

    By AndyH, February 18, 2005
    • 9 replies
    • 1.5k views
    • 
    • MGB
    • February 22, 2005

46. Non-discrimination questions

    By FAPInJax, February 16, 2005
    • 12 replies
    • 1.8k views
    • 
    • Guest
    • February 21, 2005

47. Something the actuaries might appreciate.

    By Guest smstls, February 18, 2005
    • 2 replies
    • 1.1k views
    • 
    • GBurns
    • February 18, 2005

48. Expenses related to real estate purchase by pension plan

    By Gary, February 17, 2005
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • February 18, 2005

49. What resources do you use to locate deceased DB participants?

    By Guest Nautical, February 17, 2005
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • February 17, 2005

50. withholding on annuity payments.

    By himt4, February 15, 2005
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • February 17, 2005