Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Subsidized Joint and Survivor Annuity & missing spouse

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

2. Asset Valuation Method

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

3. 415 Calculations

   By Guest Turtle_01, March 7, 2005
   • 11 replies
   • 4.2k views
   • 
   • AndyH
   • August 30, 2005

4. Exclusion of vesting service prior to plan effective date

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

5. Restricted Benefit Calc-One Year Period Available ?

   By JAY21, March 2, 2005
   • 3 replies
   • 1.5k views
   • 
   • Effen
   • March 3, 2005

6. mandatory Employee contributions: after-tax?

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

7. 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

8. FIL Method-Assumption Base

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

9. Terminated Plan and Plan Amendments

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

10. Purchasing Additional Benefit Service

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

11. Assets for year-end valuation

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

12. Deferred Retiree Benefiting under 410(B)?

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

13. Deadline for submitting plan for using Form 5307

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

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

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

15. 412(i) plans - the basics

    By Guest seissler, February 21, 2005
    • 34 replies
    • 6.3k views
    • 
    • AndyH
    • April 11, 2005

16. FIL Funding Method

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

17. Something the actuaries might appreciate.

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

18. General Testing of Cash Balance Plan

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

19. Expenses related to real estate purchase by pension plan

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

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

    By Guest Nautical, February 17, 2005
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 17, 2005

21. Adoption of 401(a)(9) Model Amendment in Rev. Proc. 2002-29

    By Guest JCG72, February 16, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 16, 2005

22. Pension Plan Investments and Transactions

    By Gary, February 16, 2005
    • 0 replies
    • 985 views
    • 
    • Gary
    • February 16, 2005

23. Non-discrimination questions

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

24. 6 year top-heavy graded vesting a suggestion or rule.

    By Guest Fred Maynard, February 15, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • February 15, 2005

25. withholding on annuity payments.

    By himt4, February 15, 2005
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • February 17, 2005

26. 412 Deficiency and Full Funding Limit

    By ac, February 15, 2005
    • 1 reply
    • 1k views
    • 
    • david rigby
    • February 15, 2005

27. 415 Limit and Old DB Plan

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

28. 404(a)(7) Limit For Different Plan/Fiscal Years

    By Guest merlin, February 14, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 14, 2005

29. DB Plan with 3 EE's (2 HCEs, 1NHCE) with funding level over the 25% deductible limit. Can I add a Safe Harbor 401(k) Plan?

    By Guest RMPension, February 11, 2005
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • February 14, 2005

30. In-Service Distribution

    By Dougsbpc, February 11, 2005
    • 16 replies
    • 3.1k views
    • 
    • JAY21
    • February 16, 2005

31. Three (3) Employee Categories Within Same Plan

    By LIBOR, February 11, 2005
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • February 14, 2005

32. Affiliated Service Group/404(a)(7) Issue

    By JAY21, February 11, 2005
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • February 11, 2005

33. Deficit Reduction Contribution for New Plan

    By Chester, February 9, 2005
    • 0 replies
    • 925 views
    • 
    • Chester
    • February 9, 2005

34. Rev. Rul. 2001-62 Mortality Table

    By Scott, February 8, 2005
    • 10 replies
    • 2.9k views
    • 
    • MGB
    • February 10, 2005

35. Distribution Codes

    By Guest Nautical, February 8, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 11, 2005

36. Which stock counts in determining substantial owner status w/re: sufficiency waiver

    By Guest Mark Draa, February 7, 2005
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 9, 2005

37. Retro Annutiy Start Dates

    By Guest MTC1028, February 7, 2005
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • February 9, 2005

38. Where can I find Revenue Procedures online?

    By Guest smstls, February 5, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 5, 2005

39. Welfare Plan Cost of Insurance (I know this is a DB board)

    By Gary, February 4, 2005
    • 7 replies
    • 1.7k views
    • 
    • Gary
    • July 25, 2005

40. Game Plan for DB NQPs in Light of the American Jobs Creation Act(Also Appears in Nonqualified Deferred Conpension Section)

    By Guest cjk, February 3, 2005
    • 1 reply
    • 1k views
    • 
    • Kirk Maldonado
    • February 4, 2005

41. Top heavy in frozen DB plan

    By Belgarath, February 2, 2005
    • 21 replies
    • 4.2k views
    • 
    • Guest
    • February 10, 2005

42. Top Heavy in DB/DC Combo Plans

    By Dennis Povloski, February 2, 2005
    • 6 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • February 2, 2005

43. Service Credits to an employee with no wages

    By flosfur, February 1, 2005
    • 8 replies
    • 1.7k views
    • 
    • WDIK
    • February 7, 2005

44. Pension Service Buyback

    By Guest fcdeacy, February 1, 2005
    • 18 replies
    • 3.5k views
    • 
    • AndyH
    • February 3, 2005

45. 5500-EZ filing requirement

    By Gary, February 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 1, 2005

46. Deadline for amendment increasing benefits?

    By Guest Mark Draa, January 31, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 1, 2005

47. Funding 412(i) Plan in Year of Termination

    By Guest PensionNW, January 31, 2005
    • 7 replies
    • 2.1k views
    • 
    • SoCalActuary
    • February 3, 2005

48. Change in Plan Year-Is this a change in the valuation date/funding method?

    By AndyH, January 31, 2005
    • 15 replies
    • 2.4k views
    • 
    • SoCalActuary
    • January 26, 2006

49. Plan Termination Waiver of Benefits by non-owners

    By Guest elem, January 28, 2005
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • January 28, 2005

50. Timing of Deduction

    By Dougsbpc, January 27, 2005
    • 7 replies
    • 1.9k views
    • 
    • SoCalActuary
    • January 28, 2005