Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

1. Terminated Plan and Plan Amendments

   By J. Bringhurst, February 28, 2005
   • 4 replies
   • 1.8k views
   • 
   • mbozek
   • March 1, 2005

2. Purchasing Additional Benefit Service

   By RCK, February 25, 2005
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • February 25, 2005

3. Assets for year-end valuation

   By Guest guppy, February 25, 2005
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • February 25, 2005

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

   By AndyH, February 22, 2005
   • 4 replies
   • 1.9k views
   • 
   • Tom Poje
   • February 25, 2005

5. Changing Payment Election After Payments Commence

   By Guest elem, January 27, 2005
   • 1 reply
   • 1.9k views
   • 
   • david rigby
   • February 24, 2005

6. 415 Limit and Old DB Plan

   By Guest penman, February 14, 2005
   • 8 replies
   • 2.9k views
   • 
   • HBActuary
   • February 24, 2005

7. Deadline for submitting plan for using Form 5307

   By Guest elem, February 23, 2005
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 23, 2005

8. FIL Funding Method

   By ac, February 18, 2005
   • 6 replies
   • 2.6k views
   • 
   • MGB
   • February 23, 2005

9. General Testing of Cash Balance Plan

   By AndyH, February 18, 2005
   • 9 replies
   • 2k views
   • 
   • MGB
   • February 22, 2005

10. Non-discrimination questions

    By FAPInJax, February 16, 2005
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • February 21, 2005

11. Something the actuaries might appreciate.

    By Guest smstls, February 18, 2005
    • 2 replies
    • 1.3k views
    • 
    • GBurns
    • February 18, 2005

12. Expenses related to real estate purchase by pension plan

    By Gary, February 17, 2005
    • 3 replies
    • 2k views
    • 
    • mbozek
    • February 18, 2005

13. What resources do you use to locate deceased DB participants?

    By Guest Nautical, February 17, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 17, 2005

14. withholding on annuity payments.

    By himt4, February 15, 2005
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • February 17, 2005

15. Adoption of 401(a)(9) Model Amendment in Rev. Proc. 2002-29

    By Guest JCG72, February 16, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 16, 2005

16. In-Service Distribution

    By Dougsbpc, February 11, 2005
    • 16 replies
    • 3.7k views
    • 
    • JAY21
    • February 16, 2005

17. Pension Plan Investments and Transactions

    By Gary, February 16, 2005
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • February 16, 2005

18. 412 Deficiency and Full Funding Limit

    By ac, February 15, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 15, 2005

19. 6 year top-heavy graded vesting a suggestion or rule.

    By Guest Fred Maynard, February 15, 2005
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • February 15, 2005

20. 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
    • 2.2k views
    • 
    • AndyH
    • February 14, 2005

21. Three (3) Employee Categories Within Same Plan

    By LIBOR, February 11, 2005
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • February 14, 2005

22. 404(a)(7) Limit For Different Plan/Fiscal Years

    By Guest merlin, February 14, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 14, 2005

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

    By JAY21, February 11, 2005
    • 2 replies
    • 1.4k views
    • 
    • JAY21
    • February 11, 2005

24. Distribution Codes

    By Guest Nautical, February 8, 2005
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 11, 2005

25. Rev. Rul. 2001-62 Mortality Table

    By Scott, February 8, 2005
    • 10 replies
    • 3.4k views
    • 
    • MGB
    • February 10, 2005

26. Top heavy in frozen DB plan

    By Belgarath, February 2, 2005
    • 21 replies
    • 4.9k views
    • 
    • Guest
    • February 10, 2005

27. Which stock counts in determining substantial owner status w/re: sufficiency waiver

    By Guest Mark Draa, February 7, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 9, 2005

28. Retro Annutiy Start Dates

    By Guest MTC1028, February 7, 2005
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • February 9, 2005

29. Deficit Reduction Contribution for New Plan

    By Chester, February 9, 2005
    • 0 replies
    • 1.2k views
    • 
    • Chester
    • February 9, 2005

30. Service Credits to an employee with no wages

    By flosfur, February 1, 2005
    • 8 replies
    • 2.2k views
    • 
    • WDIK
    • February 7, 2005

31. Where can I find Revenue Procedures online?

    By Guest smstls, February 5, 2005
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • February 5, 2005

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

    By himt4, January 26, 2005
    • 7 replies
    • 2.1k views
    • 
    • Gary
    • February 4, 2005

33. 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
    • 1.2k views
    • 
    • Kirk Maldonado
    • February 4, 2005

34. Pension Service Buyback

    By Guest fcdeacy, February 1, 2005
    • 18 replies
    • 4.5k views
    • 
    • AndyH
    • February 3, 2005

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

    By Guest PensionNW, January 31, 2005
    • 7 replies
    • 2.4k views
    • 
    • SoCalActuary
    • February 3, 2005

36. FAS87 footnote disclosure

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

37. Top Heavy in DB/DC Combo Plans

    By Dennis Povloski, February 2, 2005
    • 6 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 2, 2005

38. 5500-EZ filing requirement

    By Gary, February 1, 2005
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • February 1, 2005

39. Deadline for amendment increasing benefits?

    By Guest Mark Draa, January 31, 2005
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 1, 2005

40. 404 limit with DB and "frozen" PS

    By Guest penman, November 19, 2004
    • 43 replies
    • 6.4k views
    • 
    • SoCalActuary
    • January 28, 2005

41. Timing of Deduction

    By Dougsbpc, January 27, 2005
    • 7 replies
    • 2.3k views
    • 
    • SoCalActuary
    • January 28, 2005

42. Plan Termination Waiver of Benefits by non-owners

    By Guest elem, January 28, 2005
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 28, 2005

43. Employee murdered by spouse - Spousal benefits

    By Guest Julie, September 17, 2004
    • 10 replies
    • 4k views
    • 
    • Harwood
    • January 27, 2005

44. Testing Compensation for General Test

    By flosfur, January 24, 2005
    • 7 replies
    • 2.7k views
    • 
    • AndyH
    • January 27, 2005

45. Rev. Proc. 2000-41

    By Guest JBeck, January 27, 2005
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 27, 2005

46. Where do I find mortality tables?

    By Guest LHart, January 25, 2005
    • 6 replies
    • 3.2k views
    • 
    • GBurns
    • January 27, 2005

47. Integration rules

    By FAPInJax, January 26, 2005
    • 2 replies
    • 1.8k views
    • 
    • SoCalActuary
    • January 27, 2005

48. 401(a)(26) meaningful benefit

    By Guest csk, January 26, 2005
    • 6 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • January 26, 2005

49. 415(b)(1)(B) Benefit Limit

    By Guest durfe, January 24, 2005
    • 1 reply
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • January 25, 2005

50. Undo Plan Termination?

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