Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. 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

2. 5500-EZ filing requirement

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

3. Deadline for amendment increasing benefits?

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

4. 404 limit with DB and "frozen" PS

   By Guest penman, November 19, 2004
   • 43 replies
   • 5.5k views
   • 
   • SoCalActuary
   • January 28, 2005

5. Timing of Deduction

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

6. 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

7. Employee murdered by spouse - Spousal benefits

   By Guest Julie, September 17, 2004
   • 10 replies
   • 3.5k views
   • 
   • Harwood
   • January 27, 2005

8. Testing Compensation for General Test

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

9. Rev. Proc. 2000-41

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

10. Where do I find mortality tables?

    By Guest LHart, January 25, 2005
    • 6 replies
    • 2.6k views
    • 
    • GBurns
    • January 27, 2005

11. Integration rules

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

12. 401(a)(26) meaningful benefit

    By Guest csk, January 26, 2005
    • 6 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 26, 2005

13. 415(b)(1)(B) Benefit Limit

    By Guest durfe, January 24, 2005
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • January 25, 2005

14. Undo Plan Termination?

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

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

    By Guest APierce, January 21, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 24, 2005

16. Life Insurance in DB Plan 1 2

    By ac, January 14, 2005
    • 62 replies
    • 10.3k views
    • 
    • SoCalActuary
    • January 24, 2005

17. QDRO-Present Value

    By JAY21, January 19, 2005
    • 11 replies
    • 3.5k views
    • 
    • AndyH
    • January 21, 2005

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

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

19. Mortality Table

    By Blinky the 3-eyed Fish, January 19, 2005
    • 9 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • January 19, 2005

20. First Year PBGC Premium for New Plan

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

21. Disabled Participant dies during QJSA election period

    By mal, January 17, 2005
    • 12 replies
    • 2.7k views
    • 
    • mal
    • January 19, 2005

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

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

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

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

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

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

25. Additional benefit to avoid discrimination

    By Gary, January 13, 2005
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • January 14, 2005

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

    By Guest SJGR, January 13, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 14, 2005

27. Underfunded union negotiated plan that wants to terminate

    By Guest Judy S, January 11, 2005
    • 7 replies
    • 1.9k views
    • 
    • could be me maybe not
    • January 12, 2005

28. QPSA charge

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

29. Participant paid from wrong plan in Master Trust

    By Guest gerry326, January 10, 2005
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 12, 2005

30. 412i & 419 I need help

    By Guest SaulAlbom, January 4, 2005
    • 15 replies
    • 3.4k views
    • 
    • Ron Snyder
    • January 12, 2005

31. DB for domestic help

    By Lame Duck, January 11, 2005
    • 3 replies
    • 1.2k views
    • 
    • Lame Duck
    • January 11, 2005

32. Retroactive Annuity Regulations

    By DTH, January 10, 2005
    • 0 replies
    • 1.8k views
    • 
    • DTH
    • January 10, 2005

33. Lump Sum Distribution Slipping into 2005

    By Guest Bob_DB, December 29, 2004
    • 30 replies
    • 5.7k views
    • 
    • Guest
    • January 10, 2005

34. US Doctor with Foreign Income

    By CAR, January 7, 2005
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • January 8, 2005

35. PBGC Variable Rate Premium

    By ac, January 6, 2005
    • 6 replies
    • 2.3k views
    • 
    • WDIK
    • January 7, 2005

36. Legislation re calculation of lump sum benefit

    By MarZDoates, November 11, 2004
    • 12 replies
    • 2k views
    • 
    • mwyatt
    • January 6, 2005

37. DB Plan restoral?

    By No Name, December 30, 2004
    • 9 replies
    • 1.6k views
    • 
    • SoCalActuary
    • January 6, 2005

38. DB Offset Plans and the IRS

    By Blinky the 3-eyed Fish, September 27, 2004
    • 30 replies
    • 4.4k views
    • 
    • could be me maybe not
    • January 6, 2005

39. 415 Limitations-414(k) Accounts

    By JAY21, January 5, 2005
    • 1 reply
    • 1.8k views
    • 
    • David MacLennan
    • January 6, 2005

40. FASB 87 Application to a Mid-Year Merger of DB Plans

    By LIBOR, January 5, 2005
    • 2 replies
    • 1.1k views
    • 
    • LIBOR
    • January 6, 2005

41. 412(i) Plan combined with DC Plan

    By Guest elem, December 9, 2004
    • 16 replies
    • 2.3k views
    • 
    • AndyH
    • January 4, 2005

42. Life Insurance in DB Plan

    By ac, December 30, 2004
    • 16 replies
    • 7.1k views
    • 
    • SoCalActuary
    • January 3, 2005

43. 2004 Schedule B

    By mwyatt, January 3, 2005
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 3, 2005

44. Is this employer subject to PBGC?

    By Santo Gold, December 31, 2004
    • 8 replies
    • 4.9k views
    • 
    • No Name
    • December 31, 2004

45. defined benefit plan with different penalties for early retirement between blue collar and white collar workers.

    By Guest bertie 55, December 31, 2004
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • December 31, 2004

46. DRIVE (Directed Retirement Investment Value Edge)

    By Guest merlin, December 30, 2004
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • December 30, 2004

47. LOAN TO PLAN FOR REAL ESTATE PURCHASE

    By Gary, December 28, 2004
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • December 30, 2004

48. DB-DC Aggregated;different eligibility req's

    By JAY21, December 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 29, 2004

49. Question about QJSA rules and disability pension

    By mal, December 28, 2004
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • December 29, 2004

50. Deadline for making Defined Benefit plan contribution

    By MarZDoates, December 27, 2004
    • 1 reply
    • 2.5k views
    • 
    • mwyatt
    • December 27, 2004