Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Where can I find Revenue Procedures online?

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

2. 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

3. 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
   • 
   • Kirk Maldonado
   • February 4, 2005

4. Pension Service Buyback

   By Guest fcdeacy, February 1, 2005
   • 18 replies
   • 4.1k views
   • 
   • AndyH
   • February 3, 2005

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

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

6. FAS87 footnote disclosure

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

7. 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

8. 5500-EZ filing requirement

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

9. Deadline for amendment increasing benefits?

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

10. 404 limit with DB and "frozen" PS

    By Guest penman, November 19, 2004
    • 43 replies
    • 5.6k views
    • 
    • SoCalActuary
    • January 28, 2005

11. Timing of Deduction

    By Dougsbpc, January 27, 2005
    • 7 replies
    • 2k views
    • 
    • SoCalActuary
    • January 28, 2005

12. Plan Termination Waiver of Benefits by non-owners

    By Guest elem, January 28, 2005
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • January 28, 2005

13. Employee murdered by spouse - Spousal benefits

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

14. Testing Compensation for General Test

    By flosfur, January 24, 2005
    • 7 replies
    • 2.3k views
    • 
    • AndyH
    • January 27, 2005

15. Rev. Proc. 2000-41

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

16. Where do I find mortality tables?

    By Guest LHart, January 25, 2005
    • 6 replies
    • 2.7k views
    • 
    • GBurns
    • January 27, 2005

17. Integration rules

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

18. 401(a)(26) meaningful benefit

    By Guest csk, January 26, 2005
    • 6 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 26, 2005

19. 415(b)(1)(B) Benefit Limit

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

20. Undo Plan Termination?

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

21. 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

22. Life Insurance in DB Plan 1 2

    By ac, January 14, 2005
    • 62 replies
    • 10.4k views
    • 
    • SoCalActuary
    • January 24, 2005

23. QDRO-Present Value

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

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

    By Guest ApolloBed, January 19, 2005
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • January 19, 2005

25. Mortality Table

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

26. First Year PBGC Premium for New Plan

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

27. Disabled Participant dies during QJSA election period

    By mal, January 17, 2005
    • 12 replies
    • 2.8k views
    • 
    • mal
    • January 19, 2005

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

    By FAPInJax, January 12, 2005
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • January 14, 2005

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

    By AndyH, January 11, 2005
    • 14 replies
    • 2k views
    • 
    • SoCalActuary
    • January 14, 2005

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

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

31. Additional benefit to avoid discrimination

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

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

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

33. Underfunded union negotiated plan that wants to terminate

    By Guest Judy S, January 11, 2005
    • 7 replies
    • 2k views
    • 
    • could be me maybe not
    • January 12, 2005

34. QPSA charge

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

35. Participant paid from wrong plan in Master Trust

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

36. 412i & 419 I need help

    By Guest SaulAlbom, January 4, 2005
    • 15 replies
    • 3.5k views
    • 
    • Ron Snyder
    • January 12, 2005

37. DB for domestic help

    By Lame Duck, January 11, 2005
    • 3 replies
    • 1.3k views
    • 
    • Lame Duck
    • January 11, 2005

38. Retroactive Annuity Regulations

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

39. Lump Sum Distribution Slipping into 2005

    By Guest Bob_DB, December 29, 2004
    • 30 replies
    • 5.8k views
    • 
    • Guest
    • January 10, 2005

40. US Doctor with Foreign Income

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

41. PBGC Variable Rate Premium

    By ac, January 6, 2005
    • 6 replies
    • 2.4k views
    • 
    • WDIK
    • January 7, 2005

42. Legislation re calculation of lump sum benefit

    By MarZDoates, November 11, 2004
    • 12 replies
    • 2.1k views
    • 
    • mwyatt
    • January 6, 2005

43. DB Plan restoral?

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

44. DB Offset Plans and the IRS

    By Blinky the 3-eyed Fish, September 27, 2004
    • 30 replies
    • 4.5k views
    • 
    • could be me maybe not
    • January 6, 2005

45. 415 Limitations-414(k) Accounts

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

46. 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

47. 412(i) Plan combined with DC Plan

    By Guest elem, December 9, 2004
    • 16 replies
    • 2.4k views
    • 
    • AndyH
    • January 4, 2005

48. Life Insurance in DB Plan

    By ac, December 30, 2004
    • 16 replies
    • 7.5k views
    • 
    • SoCalActuary
    • January 3, 2005

49. 2004 Schedule B

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

50. Is this employer subject to PBGC?

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