Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. FAE definition

   By Guest blackacre, October 6, 2004
   • 1 reply
   • 2.5k views
   • 
   • SoCalActuary
   • October 6, 2004

2. DB Plan With Multiple Formulas For HCEs

   By Guest merlin, October 6, 2004
   • 6 replies
   • 1.3k views
   • 
   • SoCalActuary
   • October 6, 2004

3. Form 8717 - Certification

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

4. 415 limits

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

5. Average Benefit % Test

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

6. EOY Valuation assets

   By FAPInJax, September 29, 2004
   • 9 replies
   • 3.1k views
   • 
   • Guest
   • October 2, 2004

7. IBM agrees to liability in Cash balance lawsuit

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

8. Relative Value Regulations

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

9. Minimum funding deadline extensions - disaster relief

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

10. Charging ppts for benefit certifications

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

11. Liability of former controlled group member in distress termination

    By AndyH, September 23, 2004
    • 6 replies
    • 2.4k views
    • 
    • AndyH
    • September 24, 2004

12. Takeover of a DB plan

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

13. Change of Enrolled Actuary

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

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

    By Guest Carly, September 9, 2004
    • 15 replies
    • 6.9k views
    • 
    • david rigby
    • September 17, 2004

15. DB DC combo question regarding Top Heavy

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

16. Actuarial Services

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

17. Accrued Benefit

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

18. What are 'correct' assets for funding?

    By FAPInJax, July 28, 2004
    • 8 replies
    • 1.7k views
    • 
    • FAPInJax
    • September 16, 2004

19. Employee Fraud

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

20. 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

21. LLC compensation issues

    By dmb, September 13, 2004
    • 12 replies
    • 3k views
    • 
    • E as in ERISA
    • September 15, 2004

22. Taking over services

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

23. Deduction question

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

24. Quarterly penalties

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

25. General testing a cash balance plan

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

26. Determination of Present Value of Accrued Benefit

    By MarZDoates, September 8, 2004
    • 6 replies
    • 4.9k views
    • 
    • SoCalActuary
    • September 12, 2004

27. Funding Waiver

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

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

    By Guest dubya, July 9, 2004
    • 44 replies
    • 8k views
    • 
    • SoCalActuary
    • September 12, 2004

29. 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

30. Restricted HCE/New Corporate Bond Idex Rates

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

31. Funding issues among others

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

32. Discrimination Testing for fomer employees/HCEs

    By AndyH, September 9, 2004
    • 0 replies
    • 992 views
    • 
    • AndyH
    • September 9, 2004

33. Funding Shortfall of a Terminated Plan

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

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

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

35. FASB Limits

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

36. How to handle forgery claims with banks

    By Guest Nautical, August 26, 2004
    • 5 replies
    • 2k views
    • 
    • mbozek
    • September 8, 2004

37. accumulated funding deficiency - participant notice

    By Guest cde, September 8, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 8, 2004

38. Restructuring

    By JAY21, September 7, 2004
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • September 7, 2004

39. SAR to Former Participants Recieving Benefits

    By DTH, September 3, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 3, 2004

40. PBGC PREMIUMS PAID FROM PLAN ASSETS

    By Guest 91smithie, September 3, 2004
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • September 3, 2004

41. lump sum available only for part of benefit

    By Guest meggie, September 2, 2004
    • 1 reply
    • 1k views
    • 
    • david rigby
    • September 2, 2004

42. Required Quarterly Contributions with Full Funding Credit

    By Guest Turtle_01, September 2, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • September 2, 2004

43. Deductibility of insurance premiums in DB plans

    By Guest Carol the Writer, September 1, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 1, 2004

44. Mortality Tables - very useful program

    By mwyatt, August 26, 2002
    • 6 replies
    • 4k views
    • 
    • david rigby
    • September 1, 2004

45. USERRA and Vietnam Service

    By Effen, August 30, 2004
    • 7 replies
    • 2.1k views
    • 
    • Effen
    • September 1, 2004

46. DB-DC aggregate testing & features

    By JAY21, August 31, 2004
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • September 1, 2004

47. Death of alternate payee with split payment qdro

    By Guest mfchristopher, August 30, 2004
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • August 31, 2004

48. Plan Investments

    By Gary, August 30, 2004
    • 8 replies
    • 1.7k views
    • 
    • Gary
    • August 31, 2004

49. PS Assets Merged Into DB Plan

    By Guest MProctor, August 26, 2004
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • August 26, 2004

50. Early retiree returning to work

    By Guest p&bsteve, August 25, 2004
    • 2 replies
    • 1.6k views
    • 
    • SoCalActuary
    • August 26, 2004