Defined Benefit Plans, Including Cash Balance

7,173 topics in this forum

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

   By Guest APierce, January 21, 2005
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • January 24, 2005

2. Life Insurance in DB Plan 1 2

   By ac, January 14, 2005
   • 62 replies
   • 10.1k views
   • 
   • SoCalActuary
   • January 24, 2005

3. QDRO-Present Value

   By JAY21, January 19, 2005
   • 11 replies
   • 3.4k views
   • 
   • AndyH
   • January 21, 2005

4. 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

5. Mortality Table

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

6. First Year PBGC Premium for New Plan

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

7. Disabled Participant dies during QJSA election period

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

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

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

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

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

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

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

11. Additional benefit to avoid discrimination

    By Gary, January 13, 2005
    • 7 replies
    • 1.4k views
    • 
    • AndyH
    • January 14, 2005

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

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

13. 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

14. QPSA charge

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

15. Participant paid from wrong plan in Master Trust

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

16. 412i & 419 I need help

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

17. DB for domestic help

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

18. Retroactive Annuity Regulations

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

19. Lump Sum Distribution Slipping into 2005

    By Guest Bob_DB, December 29, 2004
    • 30 replies
    • 5.6k views
    • 
    • Guest
    • January 10, 2005

20. US Doctor with Foreign Income

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

21. PBGC Variable Rate Premium

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

22. Legislation re calculation of lump sum benefit

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

23. DB Plan restoral?

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

24. 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

25. 415 Limitations-414(k) Accounts

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

26. 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

27. 412(i) Plan combined with DC Plan

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

28. Life Insurance in DB Plan

    By ac, December 30, 2004
    • 16 replies
    • 6.8k views
    • 
    • SoCalActuary
    • January 3, 2005

29. 2004 Schedule B

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

30. Is this employer subject to PBGC?

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

31. 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

32. DRIVE (Directed Retirement Investment Value Edge)

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

33. LOAN TO PLAN FOR REAL ESTATE PURCHASE

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

34. 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

35. Question about QJSA rules and disability pension

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

36. Deadline for making Defined Benefit plan contribution

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

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

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

38. Insurance Problem

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

39. 401(a)(9)-Rollovers to DB Plan

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

40. Normal retirement age and accruals

    By Gary, December 20, 2004
    • 16 replies
    • 3k views
    • 
    • mbozek
    • December 23, 2004

41. 412i Coverage/Nondicrimination Test

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

42. HCE determination for the first Plan Year

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

43. 401(a)(31)(B) and non-Code qualified plans

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

44. Is land allowed in a DB?

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

45. DB Plans, Retroactive Annuity Starting Date

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

46. Individual aggregate funding

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

47. Cash Balance Plans - Whipsaw

    By Gary, December 20, 2004
    • 2 replies
    • 1.6k views
    • 
    • SoCalActuary
    • December 21, 2004

48. Pension valuations for plan years beginning in 2004

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

49. short plan year quarterly required contribution dates

    By Tom Poje, August 21, 2002
    • 12 replies
    • 3.4k views
    • 
    • SoCalActuary
    • December 20, 2004

50. excess contribution (DB)

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