Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 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

2. In-Service Distribution

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

3. Pension Plan Investments and Transactions

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

4. 412 Deficiency and Full Funding Limit

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

5. 6 year top-heavy graded vesting a suggestion or rule.

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

6. 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
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   • AndyH
   • February 14, 2005

7. Three (3) Employee Categories Within Same Plan

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

8. 404(a)(7) Limit For Different Plan/Fiscal Years

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

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

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

10. Distribution Codes

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

11. Rev. Rul. 2001-62 Mortality Table

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

12. Top heavy in frozen DB plan

    By Belgarath, February 2, 2005
    • 21 replies
    • 4.1k views
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    • Guest
    • February 10, 2005

13. 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

14. Retro Annutiy Start Dates

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

15. Deficit Reduction Contribution for New Plan

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

16. Service Credits to an employee with no wages

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

17. Where can I find Revenue Procedures online?

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

18. NRA with "age 55 and completion of 16 years of service"

    By himt4, January 26, 2005
    • 7 replies
    • 1.6k views
    • 
    • Gary
    • February 4, 2005

19. 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

20. Pension Service Buyback

    By Guest fcdeacy, February 1, 2005
    • 18 replies
    • 3.4k views
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    • AndyH
    • February 3, 2005

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

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

22. FAS87 footnote disclosure

    By david rigby, January 7, 2005
    • 7 replies
    • 2.6k views
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    • MGB
    • February 3, 2005

23. Top Heavy in DB/DC Combo Plans

    By Dennis Povloski, February 2, 2005
    • 6 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • February 2, 2005

24. 5500-EZ filing requirement

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

25. Deadline for amendment increasing benefits?

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

26. 404 limit with DB and "frozen" PS

    By Guest penman, November 19, 2004
    • 43 replies
    • 5.4k views
    • 
    • SoCalActuary
    • January 28, 2005

27. Timing of Deduction

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

28. 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

29. Employee murdered by spouse - Spousal benefits

    By Guest Julie, September 17, 2004
    • 10 replies
    • 3.4k views
    • 
    • Harwood
    • January 27, 2005

30. Testing Compensation for General Test

    By flosfur, January 24, 2005
    • 7 replies
    • 2.2k views
    • 
    • AndyH
    • January 27, 2005

31. Rev. Proc. 2000-41

    By Guest JBeck, January 27, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 27, 2005

32. Where do I find mortality tables?

    By Guest LHart, January 25, 2005
    • 6 replies
    • 2.5k views
    • 
    • GBurns
    • January 27, 2005

33. Integration rules

    By FAPInJax, January 26, 2005
    • 2 replies
    • 1.4k views
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    • SoCalActuary
    • January 27, 2005

34. 401(a)(26) meaningful benefit

    By Guest csk, January 26, 2005
    • 6 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • January 26, 2005

35. 415(b)(1)(B) Benefit Limit

    By Guest durfe, January 24, 2005
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • January 25, 2005

36. Undo Plan Termination?

    By Dougsbpc, January 24, 2005
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • January 24, 2005

37. Adding Offset Provision to Existing DB Plan - 411(d)(6) issues

    By Guest APierce, January 21, 2005
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 24, 2005

38. Life Insurance in DB Plan 1 2

    By ac, January 14, 2005
    • 62 replies
    • 9.9k views
    • 
    • SoCalActuary
    • January 24, 2005

39. QDRO-Present Value

    By JAY21, January 19, 2005
    • 11 replies
    • 3.4k views
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    • AndyH
    • January 21, 2005

40. Sources of internet Mast documents / Personal guarantee of Bus contribution.

    By Guest ApolloBed, January 19, 2005
    • 2 replies
    • 1.1k views
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    • SoCalActuary
    • January 19, 2005

41. Mortality Table

    By Blinky the 3-eyed Fish, January 19, 2005
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • January 19, 2005

42. First Year PBGC Premium for New Plan

    By Guest choirboy, January 13, 2005
    • 6 replies
    • 1.6k views
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    • Effen
    • January 19, 2005

43. Disabled Participant dies during QJSA election period

    By mal, January 17, 2005
    • 12 replies
    • 2.6k views
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    • mal
    • January 19, 2005

44. Oldie but goodie - 401(a)(26)

    By FAPInJax, January 12, 2005
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • January 14, 2005

45. Looking for Survey Data-Retirement Plans for Private Colleges/Universities

    By AndyH, January 11, 2005
    • 14 replies
    • 1.9k views
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    • SoCalActuary
    • January 14, 2005

46. Vesting and eligibility involving merged companies and merged DB plans

    By gle3186, January 14, 2005
    • 0 replies
    • 1.1k views
    • 
    • gle3186
    • January 14, 2005

47. Additional benefit to avoid discrimination

    By Gary, January 13, 2005
    • 7 replies
    • 1.4k views
    • 
    • AndyH
    • January 14, 2005

48. DB Plans & 401(a)(9) Amendment

    By Guest SJGR, January 13, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 14, 2005

49. Underfunded union negotiated plan that wants to terminate

    By Guest Judy S, January 11, 2005
    • 7 replies
    • 1.8k views
    • 
    • could be me maybe not
    • January 12, 2005

50. QPSA charge

    By alexa, January 12, 2005
    • 0 replies
    • 2.3k views
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    • alexa
    • January 12, 2005