Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. COLAs

   By DTH, October 14, 2004
   • 8 replies
   • 3.1k views
   • 
   • MGB
   • October 18, 2004

2. Contribution in excess of maximum deductible amount

   By ac, October 7, 2004
   • 8 replies
   • 2k views
   • 
   • AndyH
   • October 15, 2004

3. Hurricane disaster relief & sch. B

   By doombuggy, October 11, 2004
   • 1 reply
   • 944 views
   • 
   • david rigby
   • October 15, 2004

4. ABPT - Appropriate Compensation

   By LIBOR, October 14, 2004
   • 2 replies
   • 1.2k views
   • 
   • LIBOR
   • October 15, 2004

5. Nondiscrimination

   By FAPInJax, October 14, 2004
   • 0 replies
   • 1k views
   • 
   • FAPInJax
   • October 14, 2004

6. Non Profits and Db Plans

   By abanky, October 13, 2004
   • 2 replies
   • 1.8k views
   • 
   • AndyH
   • October 14, 2004

7. DB Plan Fees

   By Guest jhilliard, October 11, 2004
   • 13 replies
   • 2.4k views
   • 
   • Blinky the 3-eyed Fish
   • October 12, 2004

8. Funding Deficiency

   By nancy, October 12, 2004
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • October 12, 2004

9. Controlled Group

   By flosfur, September 16, 2004
   • 36 replies
   • 5.8k views
   • 
   • jane123
   • October 12, 2004

10. Schedule F Income & a new DBP

    By Guest Max Power, October 8, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • October 12, 2004

11. Is it possible to find Q&A sessions from previous ASPA conferences?

    By Guest smhjr, October 7, 2004
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • October 11, 2004

12. Changes in Plan Measurement-Defined Benefit Plan

    By Guest glauran01, October 8, 2004
    • 3 replies
    • 1.4k views
    • 
    • mwyatt
    • October 9, 2004

13. Top heavy credit

    By FAPInJax, October 7, 2004
    • 1 reply
    • 925 views
    • 
    • david rigby
    • October 7, 2004

14. Contribution mistakenly booked to VEBA 9/14/04, rebooked 9/17/04

    By Guest DBtech, October 6, 2004
    • 12 replies
    • 1.5k views
    • 
    • AndyH
    • October 7, 2004

15. Reduction in benefits under PBGC

    By mbozek, October 5, 2004
    • 6 replies
    • 1.4k views
    • 
    • mwyatt
    • October 7, 2004

16. FAE definition

    By Guest blackacre, October 6, 2004
    • 1 reply
    • 2.6k views
    • 
    • SoCalActuary
    • October 6, 2004

17. DB Plan With Multiple Formulas For HCEs

    By Guest merlin, October 6, 2004
    • 6 replies
    • 1.4k views
    • 
    • SoCalActuary
    • October 6, 2004

18. Form 8717 - Certification

    By Guest MProctor, October 5, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 6, 2004

19. 415 limits

    By FAPInJax, September 16, 2004
    • 20 replies
    • 4k views
    • 
    • SoCalActuary
    • October 4, 2004

20. Average Benefit % Test

    By DTH, October 1, 2004
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • October 3, 2004

21. EOY Valuation assets

    By FAPInJax, September 29, 2004
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • October 2, 2004

22. IBM agrees to liability in Cash balance lawsuit

    By mbozek, September 30, 2004
    • 11 replies
    • 1.8k views
    • 
    • Guest
    • October 2, 2004

23. Relative Value Regulations

    By Guest baxjac, September 30, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 30, 2004

24. Minimum funding deadline extensions - disaster relief

    By Belgarath, September 28, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 28, 2004

25. Charging ppts for benefit certifications

    By Guest Kline28, September 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 24, 2004

26. Liability of former controlled group member in distress termination

    By AndyH, September 23, 2004
    • 6 replies
    • 2.5k views
    • 
    • AndyH
    • September 24, 2004

27. Takeover of a DB plan

    By Blinky the 3-eyed Fish, September 13, 2004
    • 14 replies
    • 2.1k views
    • 
    • SoCalActuary
    • September 21, 2004

28. Change of Enrolled Actuary

    By david rigby, September 16, 2004
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 17, 2004

29. Decrease in accrued benefit due to decrease in compensation?

    By Guest Carly, September 9, 2004
    • 15 replies
    • 7k views
    • 
    • david rigby
    • September 17, 2004

30. DB DC combo question regarding Top Heavy

    By Earl, September 16, 2004
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • September 17, 2004

31. Actuarial Services

    By Guest 401der, September 16, 2004
    • 5 replies
    • 1.3k views
    • 
    • SoCalActuary
    • September 16, 2004

32. Accrued Benefit

    By ac, September 16, 2004
    • 8 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • September 16, 2004

33. What are 'correct' assets for funding?

    By FAPInJax, July 28, 2004
    • 8 replies
    • 1.8k views
    • 
    • FAPInJax
    • September 16, 2004

34. Employee Fraud

    By ac, September 15, 2004
    • 10 replies
    • 1.8k views
    • 
    • mbozek
    • September 16, 2004

35. Client did not make the PYE 12/31/2002 contribution that he said he made. What to do?

    By Guest Carol the Writer, September 15, 2004
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • September 16, 2004

36. LLC compensation issues

    By dmb, September 13, 2004
    • 12 replies
    • 3.1k views
    • 
    • E as in ERISA
    • September 15, 2004

37. Taking over services

    By Guest Ricky, September 14, 2004
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • September 14, 2004

38. Deduction question

    By Guest wayneiser, September 13, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 14, 2004

39. Quarterly penalties

    By FAPInJax, September 8, 2004
    • 8 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 13, 2004

40. General testing a cash balance plan

    By FAPInJax, September 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • September 13, 2004

41. Determination of Present Value of Accrued Benefit

    By MarZDoates, September 8, 2004
    • 6 replies
    • 5k views
    • 
    • SoCalActuary
    • September 12, 2004

42. Funding Waiver

    By Guest John Nelson, September 9, 2004
    • 4 replies
    • 1.5k views
    • 
    • SoCalActuary
    • September 12, 2004

43. So you say you are an actuary....prove it!

    By Guest dubya, July 9, 2004
    • 44 replies
    • 8.2k views
    • 
    • SoCalActuary
    • September 12, 2004

44. Sample QPSA/QJSA Explanation to participant for Defined Benefit Plan

    By Lynn Campbell, September 7, 2004
    • 6 replies
    • 3.7k views
    • 
    • Lynn Campbell
    • September 10, 2004

45. Restricted HCE/New Corporate Bond Idex Rates

    By JAY21, September 10, 2004
    • 0 replies
    • 1k views
    • 
    • JAY21
    • September 10, 2004

46. Funding issues among others

    By dmb, September 9, 2004
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • September 9, 2004

47. Discrimination Testing for fomer employees/HCEs

    By AndyH, September 9, 2004
    • 0 replies
    • 1k views
    • 
    • AndyH
    • September 9, 2004

48. Funding Shortfall of a Terminated Plan

    By Archimage, September 9, 2004
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • September 9, 2004

49. Help Needed. Deductibility question from a 'civilian'.

    By robbie, September 1, 2004
    • 25 replies
    • 2.8k views
    • 
    • robbie
    • September 9, 2004

50. FASB Limits

    By FAPInJax, September 8, 2004
    • 2 replies
    • 1.1k views
    • 
    • FAPInJax
    • September 9, 2004