Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. End of the line for cash balance plans

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

2. Initial short plan year

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

3. Non PBGC Termination Assets Less than Accrued Benefits

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

4. Non-bargained staff in a multiemployer plan.

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

5. NAR and MVAR Calculation

   By Guest PensionNW, November 24, 2004
   • 23 replies
   • 5.4k views
   • 
   • WDIK
   • December 15, 2004

6. Change to Career Average Formula Without Wearaway

   By LIBOR, December 14, 2004
   • 4 replies
   • 1.5k views
   • 
   • SoCalActuary
   • December 14, 2004

7. Creative maximum deductions for 1 participant company/plan

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

8. ERISA, STATUTE OF LIMITATIONS

   By Guest ericdavis009, December 13, 2004
   • 3 replies
   • 1.8k views
   • 
   • mbozek
   • December 13, 2004

9. Terminating Plan & Change of Val Date to BOY

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

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

    By Guest Carol the Writer, December 9, 2004
    • 7 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • December 9, 2004

11. Disability Retirement and Definition of "Employment"

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

12. Coping with FAS 106 liability - Employer cap

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

13. Plan amendments, termination and conversions

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

14. Required minimum distributions - active over 70 1/2

    By Guest cde, December 7, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 7, 2004

15. IRS Audit - excluding a class of employees

    By Guest Mike Spickard, December 2, 2004
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • December 7, 2004

16. Cash-Balance Client Profile

    By JAY21, December 3, 2004
    • 2 replies
    • 1k views
    • 
    • mbozek
    • December 6, 2004

17. 5500 with $0 funding requirement in first plan year

    By Gary, December 4, 2004
    • 3 replies
    • 1.1k views
    • 
    • Gary
    • December 6, 2004

18. Plan did not learn of death until 5 years later...What effect on distribution to a beneficiary?

    By mal, December 2, 2004
    • 6 replies
    • 2k views
    • 
    • AndyH
    • December 6, 2004

19. FASB curtailment

    By FAPInJax, December 3, 2004
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 3, 2004

20. Ensuring maximum lump sums for 2004 and 2005 due to PFEA

    By Gary, December 3, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 3, 2004

21. PFEA and Lump Sums Under RR 98-1

    By Guest merlin, December 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 3, 2004

22. DB/401(k) and ER Matching

    By Guest Max Power, December 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 3, 2004

23. 412(i) --> "regular DB plan"

    By Guest texasactuary, December 2, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 2, 2004

24. DB pension investments

    By Gary, November 30, 2004
    • 8 replies
    • 1.7k views
    • 
    • Gary
    • December 2, 2004

25. 401(a)(26)- meaningful benefits

    By Guest lerieleech, December 2, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 2, 2004

26. Minimum DB/DC Gateway for terminated participants w/1,000 hrs.

    By Guest Roman, December 2, 2004
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • December 2, 2004

27. Plan Termination and rollover

    By No Name, December 2, 2004
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • December 2, 2004

28. Actuarial Equivalence

    By Guest Retina, September 27, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 2004

29. DB as replacement to Profit Sharing Plan

    By Guest Gordy, December 1, 2004
    • 4 replies
    • 1.3k views
    • 
    • could be me maybe not
    • December 1, 2004

30. Schedule B issues with funding deficiency. method change, and FFL

    By AndyH, November 18, 2004
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • December 1, 2004

31. Are DB plan assets rollable to a qualified plan?

    By Guest Why, November 30, 2004
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 1, 2004

32. Funding When Early Termination is Expected

    By Guest Bob_DB, November 30, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • November 30, 2004

33. Cash-Balance Stmt/415 Impact

    By JAY21, November 29, 2004
    • 3 replies
    • 1.4k views
    • 
    • JAY21
    • November 30, 2004

34. Do 401(h) participants count for DB 5500 purposes?

    By Guest kjk, November 30, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 30, 2004

35. "Spouse" can produce no evidence of legal marriage.

    By mal, November 23, 2004
    • 13 replies
    • 2.5k views
    • 
    • mbozek
    • November 29, 2004

36. Welfare Plan to Borrow Money from Pension Plan

    By Guest ooota, November 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • Ron Snyder
    • November 23, 2004

37. Actuarial firm in Indiana

    By MarZDoates, November 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 22, 2004

38. New Cash Balance Plans

    By Guest lerieleech, November 18, 2004
    • 21 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 19, 2004

39. Pension Funding Equity Act

    By Gary, July 8, 2004
    • 17 replies
    • 3k views
    • 
    • Guest
    • November 19, 2004

40. terminating DB Plan and establishing 403(b) plan

    By Guest nadiarott, November 16, 2004
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 2004

41. Inane IRS Funding Deficienty Letter

    By Guest astonewall, November 18, 2004
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • November 19, 2004

42. Starting a 1 person DB Plan

    By FJR, November 17, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • November 18, 2004

43. Deduction Limit Under 404(a)(1)(D)(iv)

    By Guest merlin, August 17, 2004
    • 17 replies
    • 4.2k views
    • 
    • Guest
    • November 18, 2004

44. Normal form question

    By FAPInJax, November 17, 2004
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2004

45. Lump Sum conversion to immediate J&S

    By JAY21, November 15, 2004
    • 7 replies
    • 2.9k views
    • 
    • MGB
    • November 16, 2004

46. Is a lump sum distribution to a NHCE subject to recapture if plan terminates? Also, what are the current PBGC guaranteed early retirement monthly maximums?

    By Guest Carol the Writer, November 16, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 16, 2004

47. COntribution to a DB Plan

    By Gary, November 16, 2004
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • November 16, 2004

48. Compensation ?

    By Guest penman, November 15, 2004
    • 0 replies
    • 968 views
    • 
    • Guest
    • November 15, 2004

49. Deduction under 404(g)(2)

    By WDIK, November 12, 2004
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • November 12, 2004

50. "Taxable Period" For Correction of a funding Deficiency

    By Guest merlin, November 12, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 12, 2004