Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Rev. Proc. 2000-40

   By Guest penman, March 30, 2005
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • March 30, 2005

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

   By himt4, March 28, 2005
   • 6 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • March 30, 2005

3. excess contribution (nondeductible)

   By k man, March 8, 2005
   • 10 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • March 29, 2005

4. Deceased Terminated Vested Employees

   By Guest meggie, July 23, 2001
   • 6 replies
   • 3.8k views
   • 
   • AndyH
   • March 24, 2005

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

   By Guest Rob Kobrine, March 22, 2005
   • 4 replies
   • 1.5k views
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   • JAY21
   • March 24, 2005

6. FAS 88 Curtailment

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

7. Mandatory Rollover Rules

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

8. Business sale and 204(h) notice

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

9. OBRA FFC Bases

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

10. Contribution Deduction

    By Dougsbpc, March 17, 2005
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 18, 2005

11. Looking for tables

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

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

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

13. QJSA AS LEAST AS VALUABLE

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

14. 412(i) Magic Language

    By Randy Watson, March 15, 2005
    • 12 replies
    • 2.2k views
    • 
    • GBurns
    • March 16, 2005

15. Notice of Plan Benefits

    By Just Me, March 15, 2005
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • March 16, 2005

16. 415 compensation

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

17. FASB-What triggers this to be required?

    By Guest erepper, March 11, 2005
    • 4 replies
    • 2.2k views
    • 
    • AndyH
    • March 11, 2005

18. Required minimum distribution calculation

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

19. 50% J&S benefit for young non spouse beneficiary

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

20. Incidental Death Benefit

    By Guest Roman, March 9, 2005
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • March 9, 2005

21. Subsidized Joint and Survivor Annuity & missing spouse

    By Guest BDZ, March 8, 2005
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • March 9, 2005

22. calculating comp limits pre-EGTRRA method after EGTRRA

    By Guest knichols, March 9, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 9, 2005

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

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

24. Asset Valuation Method

    By Guest h20, March 8, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 8, 2005

25. Exclusion of vesting service prior to plan effective date

    By ac, March 4, 2005
    • 8 replies
    • 5.1k views
    • 
    • Belgarath
    • March 4, 2005

26. Restricted Benefit Calc-One Year Period Available ?

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

27. mandatory Employee contributions: after-tax?

    By Guest Fred Maynard, March 2, 2005
    • 2 replies
    • 2.3k views
    • 
    • Lori Friedman
    • March 2, 2005

28. 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

29. FIL Method-Assumption Base

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

30. Terminated Plan and Plan Amendments

    By J. Bringhurst, February 28, 2005
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • March 1, 2005

31. Purchasing Additional Benefit Service

    By RCK, February 25, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 25, 2005

32. Assets for year-end valuation

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

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

    By AndyH, February 22, 2005
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 25, 2005

34. Changing Payment Election After Payments Commence

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

35. 415 Limit and Old DB Plan

    By Guest penman, February 14, 2005
    • 8 replies
    • 2.5k views
    • 
    • HBActuary
    • February 24, 2005

36. Deadline for submitting plan for using Form 5307

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

37. FIL Funding Method

    By ac, February 18, 2005
    • 6 replies
    • 2.1k views
    • 
    • MGB
    • February 23, 2005

38. General Testing of Cash Balance Plan

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

39. Non-discrimination questions

    By FAPInJax, February 16, 2005
    • 12 replies
    • 1.9k views
    • 
    • Guest
    • February 21, 2005

40. Something the actuaries might appreciate.

    By Guest smstls, February 18, 2005
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • February 18, 2005

41. Expenses related to real estate purchase by pension plan

    By Gary, February 17, 2005
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • February 18, 2005

42. 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

43. withholding on annuity payments.

    By himt4, February 15, 2005
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • February 17, 2005

44. 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

45. In-Service Distribution

    By Dougsbpc, February 11, 2005
    • 16 replies
    • 3.3k views
    • 
    • JAY21
    • February 16, 2005

46. Pension Plan Investments and Transactions

    By Gary, February 16, 2005
    • 0 replies
    • 1k views
    • 
    • Gary
    • February 16, 2005

47. 412 Deficiency and Full Funding Limit

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

48. 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

49. 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
    • 1.9k views
    • 
    • AndyH
    • February 14, 2005

50. Three (3) Employee Categories Within Same Plan

    By LIBOR, February 11, 2005
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 14, 2005