Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Participant paid from wrong plan in Master Trust

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

2. 412i & 419 I need help

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

3. DB for domestic help

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

4. Retroactive Annuity Regulations

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

5. Lump Sum Distribution Slipping into 2005

   By Guest Bob_DB, December 29, 2004
   • 30 replies
   • 5.5k views
   • 
   • Guest
   • January 10, 2005

6. US Doctor with Foreign Income

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

7. PBGC Variable Rate Premium

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

8. Legislation re calculation of lump sum benefit

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

9. DB Plan restoral?

   By No Name, December 30, 2004
   • 9 replies
   • 1.5k views
   • 
   • SoCalActuary
   • January 6, 2005

10. DB Offset Plans and the IRS

    By Blinky the 3-eyed Fish, September 27, 2004
    • 30 replies
    • 4.3k views
    • 
    • could be me maybe not
    • January 6, 2005

11. 415 Limitations-414(k) Accounts

    By JAY21, January 5, 2005
    • 1 reply
    • 1.7k views
    • 
    • David MacLennan
    • January 6, 2005

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

    By LIBOR, January 5, 2005
    • 2 replies
    • 1k views
    • 
    • LIBOR
    • January 6, 2005

13. 412(i) Plan combined with DC Plan

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

14. Life Insurance in DB Plan

    By ac, December 30, 2004
    • 16 replies
    • 6.3k views
    • 
    • SoCalActuary
    • January 3, 2005

15. 2004 Schedule B

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

16. Is this employer subject to PBGC?

    By Santo Gold, December 31, 2004
    • 8 replies
    • 4.8k views
    • 
    • No Name
    • December 31, 2004

17. 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
    • 1.3k views
    • 
    • david rigby
    • December 31, 2004

18. DRIVE (Directed Retirement Investment Value Edge)

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

19. LOAN TO PLAN FOR REAL ESTATE PURCHASE

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

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

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

21. Question about QJSA rules and disability pension

    By mal, December 28, 2004
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • December 29, 2004

22. Deadline for making Defined Benefit plan contribution

    By MarZDoates, December 27, 2004
    • 1 reply
    • 2.4k views
    • 
    • mwyatt
    • December 27, 2004

23. Does a Nondeductible Contribution Considered a Basis On Distribution?

    By Guest amadeus, December 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • December 27, 2004

24. Insurance Problem

    By Dougsbpc, December 23, 2004
    • 7 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • December 24, 2004

25. 401(a)(9)-Rollovers to DB Plan

    By JAY21, December 22, 2004
    • 2 replies
    • 1k views
    • 
    • mbozek
    • December 23, 2004

26. Normal retirement age and accruals

    By Gary, December 20, 2004
    • 16 replies
    • 2.9k views
    • 
    • mbozek
    • December 23, 2004

27. 412i Coverage/Nondicrimination Test

    By Guest merlin, December 20, 2004
    • 19 replies
    • 2.6k views
    • 
    • mwyatt
    • December 23, 2004

28. HCE determination for the first Plan Year

    By flosfur, December 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • December 22, 2004

29. 401(a)(31)(B) and non-Code qualified plans

    By Guest Glen, December 22, 2004
    • 6 replies
    • 1.5k views
    • 
    • Alf
    • December 22, 2004

30. Is land allowed in a DB?

    By Dennis Povloski, December 20, 2004
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • December 22, 2004

31. DB Plans, Retroactive Annuity Starting Date

    By Guest aciepluch, December 21, 2004
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • December 22, 2004

32. Individual aggregate funding

    By FAPInJax, December 16, 2004
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • December 21, 2004

33. Cash Balance Plans - Whipsaw

    By Gary, December 20, 2004
    • 2 replies
    • 1.5k views
    • 
    • SoCalActuary
    • December 21, 2004

34. Pension valuations for plan years beginning in 2004

    By Gary, December 20, 2004
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • December 20, 2004

35. short plan year quarterly required contribution dates

    By Tom Poje, August 21, 2002
    • 12 replies
    • 3.3k views
    • 
    • SoCalActuary
    • December 20, 2004

36. excess contribution (DB)

    By k man, December 20, 2004
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • December 20, 2004

37. Interest Rate for 2005

    By Guest Bob_DB, December 20, 2004
    • 1 reply
    • 862 views
    • 
    • david rigby
    • December 20, 2004

38. End of the line for cash balance plans

    By mbozek, December 9, 2004
    • 23 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • December 19, 2004

39. Initial short plan year

    By Guest lerieleech, December 16, 2004
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • December 17, 2004

40. Non PBGC Termination Assets Less than Accrued Benefits

    By Guest elem, December 17, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • December 17, 2004

41. Non-bargained staff in a multiemployer plan.

    By mal, December 16, 2004
    • 4 replies
    • 1.8k views
    • 
    • SoCalActuary
    • December 16, 2004

42. NAR and MVAR Calculation

    By Guest PensionNW, November 24, 2004
    • 23 replies
    • 5.3k views
    • 
    • WDIK
    • December 15, 2004

43. Change to Career Average Formula Without Wearaway

    By LIBOR, December 14, 2004
    • 4 replies
    • 1.4k views
    • 
    • SoCalActuary
    • December 14, 2004

44. Creative maximum deductions for 1 participant company/plan

    By Gary, December 13, 2004
    • 12 replies
    • 1.5k views
    • 
    • AndyH
    • December 14, 2004

45. ERISA, STATUTE OF LIMITATIONS

    By Guest ericdavis009, December 13, 2004
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • December 13, 2004

46. Terminating Plan & Change of Val Date to BOY

    By flosfur, December 8, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • December 10, 2004

47. Code Section 415(b)(1)(B) limits to a late retiree

    By Guest Carol the Writer, December 9, 2004
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • December 9, 2004

48. Disability Retirement and Definition of "Employment"

    By Christine Roberts, December 9, 2004
    • 2 replies
    • 1k views
    • 
    • Christine Roberts
    • December 9, 2004

49. Coping with FAS 106 liability - Employer cap

    By Guest Noelle, December 9, 2004
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • December 9, 2004

50. Plan amendments, termination and conversions

    By Gary, December 6, 2004
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • December 8, 2004