Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Retro ASDs as an option and QJSA Relative Value

   By Guest meggie, October 29, 2004
   • 0 replies
   • 999 views
   • 
   • Guest
   • October 29, 2004

2. Entity Ownership Change-New 415 limit ?

   By JAY21, October 27, 2004
   • 3 replies
   • 1.3k views
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   • rcline46
   • October 28, 2004

3. Controlled Group/IRC 404 & 415

   By JAY21, October 26, 2004
   • 4 replies
   • 1.9k views
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   • Belgarath
   • October 27, 2004

4. IRS & QSERP

   By Guest ircreader, October 21, 2004
   • 17 replies
   • 3.9k views
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   • Guest
   • October 26, 2004

5. 70-1/2 MRD - special situation

   By flosfur, October 25, 2004
   • 4 replies
   • 1.6k views
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   • Blinky the 3-eyed Fish
   • October 26, 2004

6. Party In Interest Definition

   By Guest tlpickard, October 25, 2004
   • 1 reply
   • 1.9k views
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   • Belgarath
   • October 25, 2004

7. Life Insurance in DB Plans

   By Guest erepper, October 22, 2004
   • 0 replies
   • 1.7k views
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   • Guest
   • October 22, 2004

8. Life Insurance in DB plan

   By ac, October 19, 2004
   • 9 replies
   • 2k views
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   • mwyatt
   • October 22, 2004

9. Basic Nondiscrimination Q

   By Guest lvegas, October 18, 2004
   • 7 replies
   • 1.9k views
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   • Blinky the 3-eyed Fish
   • October 21, 2004

10. 415 Compensation Limit for participant with less than 10 years of service

    By ac, October 20, 2004
    • 3 replies
    • 2.1k views
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    • Guest
    • October 21, 2004

11. top heavy required aggregation group

    By Earl, October 15, 2004
    • 5 replies
    • 2.7k views
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    • SRM
    • October 20, 2004

12. 415 lump sum calculations

    By FAPInJax, October 19, 2004
    • 3 replies
    • 3.1k views
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    • SoCalActuary
    • October 20, 2004

13. 133-1/3 Rule and New Comparability

    By Randy Watson, October 4, 2004
    • 11 replies
    • 3k views
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    • AndyH
    • October 20, 2004

14. "Snapshot" Testing and Coverage

    By LIBOR, October 20, 2004
    • 2 replies
    • 2.7k views
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    • david rigby
    • October 20, 2004

15. Spin Off Help/

    By Guest buxbaum2, October 9, 2004
    • 1 reply
    • 1.2k views
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    • Guest
    • October 20, 2004

16. COLAs

    By DTH, October 14, 2004
    • 8 replies
    • 3.2k views
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    • MGB
    • October 18, 2004

17. Contribution in excess of maximum deductible amount

    By ac, October 7, 2004
    • 8 replies
    • 2.1k views
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    • AndyH
    • October 15, 2004

18. Hurricane disaster relief & sch. B

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

19. ABPT - Appropriate Compensation

    By LIBOR, October 14, 2004
    • 2 replies
    • 1.3k views
    • 
    • LIBOR
    • October 15, 2004

20. Nondiscrimination

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

21. Non Profits and Db Plans

    By abanky, October 13, 2004
    • 2 replies
    • 1.9k views
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    • AndyH
    • October 14, 2004

22. DB Plan Fees

    By Guest jhilliard, October 11, 2004
    • 13 replies
    • 2.5k views
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    • Blinky the 3-eyed Fish
    • October 12, 2004

23. Funding Deficiency

    By nancy, October 12, 2004
    • 2 replies
    • 1.2k views
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    • david rigby
    • October 12, 2004

24. Controlled Group

    By flosfur, September 16, 2004
    • 36 replies
    • 6.1k views
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    • jane123
    • October 12, 2004

25. Schedule F Income & a new DBP

    By Guest Max Power, October 8, 2004
    • 3 replies
    • 1.2k views
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    • Guest
    • October 12, 2004

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

    By Guest smhjr, October 7, 2004
    • 8 replies
    • 2.2k views
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    • Guest
    • October 11, 2004

27. Changes in Plan Measurement-Defined Benefit Plan

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

28. Top heavy credit

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

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

    By Guest DBtech, October 6, 2004
    • 12 replies
    • 1.6k views
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    • AndyH
    • October 7, 2004

30. Reduction in benefits under PBGC

    By mbozek, October 5, 2004
    • 6 replies
    • 1.5k views
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    • mwyatt
    • October 7, 2004

31. FAE definition

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

32. DB Plan With Multiple Formulas For HCEs

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

33. Form 8717 - Certification

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

34. 415 limits

    By FAPInJax, September 16, 2004
    • 20 replies
    • 4.3k views
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    • SoCalActuary
    • October 4, 2004

35. Average Benefit % Test

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

36. EOY Valuation assets

    By FAPInJax, September 29, 2004
    • 9 replies
    • 3.3k views
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    • Guest
    • October 2, 2004

37. IBM agrees to liability in Cash balance lawsuit

    By mbozek, September 30, 2004
    • 11 replies
    • 1.9k views
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    • Guest
    • October 2, 2004

38. Relative Value Regulations

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

39. Minimum funding deadline extensions - disaster relief

    By Belgarath, September 28, 2004
    • 1 reply
    • 1.3k views
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    • david rigby
    • September 28, 2004

40. Charging ppts for benefit certifications

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

41. Liability of former controlled group member in distress termination

    By AndyH, September 23, 2004
    • 6 replies
    • 2.6k views
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    • AndyH
    • September 24, 2004

42. Takeover of a DB plan

    By Blinky the 3-eyed Fish, September 13, 2004
    • 14 replies
    • 2.3k views
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    • SoCalActuary
    • September 21, 2004

43. Change of Enrolled Actuary

    By david rigby, September 16, 2004
    • 4 replies
    • 2.2k views
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    • Blinky the 3-eyed Fish
    • September 17, 2004

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

    By Guest Carly, September 9, 2004
    • 15 replies
    • 7.2k views
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    • david rigby
    • September 17, 2004

45. DB DC combo question regarding Top Heavy

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

46. Actuarial Services

    By Guest 401der, September 16, 2004
    • 5 replies
    • 1.4k views
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    • SoCalActuary
    • September 16, 2004

47. Accrued Benefit

    By ac, September 16, 2004
    • 8 replies
    • 1.6k views
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    • Blinky the 3-eyed Fish
    • September 16, 2004

48. What are 'correct' assets for funding?

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

49. Employee Fraud

    By ac, September 15, 2004
    • 10 replies
    • 1.9k views
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    • mbozek
    • September 16, 2004

50. 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
    • 1.5k views
    • 
    • Guest
    • September 16, 2004