Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. 415 compensation

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

2. FASB-What triggers this to be required?

   By Guest erepper, March 11, 2005
   • 4 replies
   • 2.1k views
   • 
   • AndyH
   • March 11, 2005

3. Required minimum distribution calculation

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

4. 50% J&S benefit for young non spouse beneficiary

   By Guest crosseyedtester, March 9, 2005
   • 7 replies
   • 3.6k views
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   • Guest
   • March 10, 2005

5. Incidental Death Benefit

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

6. Subsidized Joint and Survivor Annuity & missing spouse

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

7. calculating comp limits pre-EGTRRA method after EGTRRA

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

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

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

9. Asset Valuation Method

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

10. Exclusion of vesting service prior to plan effective date

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

11. Restricted Benefit Calc-One Year Period Available ?

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

12. mandatory Employee contributions: after-tax?

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

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

    By himt4, March 2, 2005
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • March 2, 2005

14. FIL Method-Assumption Base

    By JAY21, March 1, 2005
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • March 1, 2005

15. Terminated Plan and Plan Amendments

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

16. Purchasing Additional Benefit Service

    By RCK, February 25, 2005
    • 2 replies
    • 1k views
    • 
    • Guest
    • February 25, 2005

17. Assets for year-end valuation

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

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

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

19. Changing Payment Election After Payments Commence

    By Guest elem, January 27, 2005
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • February 24, 2005

20. 415 Limit and Old DB Plan

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

21. Deadline for submitting plan for using Form 5307

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

22. FIL Funding Method

    By ac, February 18, 2005
    • 6 replies
    • 2k views
    • 
    • MGB
    • February 23, 2005

23. General Testing of Cash Balance Plan

    By AndyH, February 18, 2005
    • 9 replies
    • 1.6k views
    • 
    • MGB
    • February 22, 2005

24. Non-discrimination questions

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

25. Something the actuaries might appreciate.

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

26. Expenses related to real estate purchase by pension plan

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

27. 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

28. withholding on annuity payments.

    By himt4, February 15, 2005
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 17, 2005

29. 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

30. In-Service Distribution

    By Dougsbpc, February 11, 2005
    • 16 replies
    • 3.2k views
    • 
    • JAY21
    • February 16, 2005

31. Pension Plan Investments and Transactions

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

32. 412 Deficiency and Full Funding Limit

    By ac, February 15, 2005
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • February 15, 2005

33. 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

34. 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

35. Three (3) Employee Categories Within Same Plan

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

36. 404(a)(7) Limit For Different Plan/Fiscal Years

    By Guest merlin, February 14, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 14, 2005

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

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

38. Distribution Codes

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

39. Rev. Rul. 2001-62 Mortality Table

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

40. Top heavy in frozen DB plan

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

41. 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

42. Retro Annutiy Start Dates

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

43. Deficit Reduction Contribution for New Plan

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

44. Service Credits to an employee with no wages

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

45. Where can I find Revenue Procedures online?

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

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

    By himt4, January 26, 2005
    • 7 replies
    • 1.7k views
    • 
    • Gary
    • February 4, 2005

47. 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
    • 1.1k views
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    • Kirk Maldonado
    • February 4, 2005

48. Pension Service Buyback

    By Guest fcdeacy, February 1, 2005
    • 18 replies
    • 4k views
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    • AndyH
    • February 3, 2005

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

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

50. FAS87 footnote disclosure

    By david rigby, January 7, 2005
    • 7 replies
    • 2.7k views
    • 
    • MGB
    • February 3, 2005