Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Restricted HCE/New Corporate Bond Idex Rates

   By JAY21, September 10, 2004
   • 0 replies
   • 1.1k views
   • 
   • JAY21
   • September 10, 2004

2. Funding issues among others

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

3. Discrimination Testing for fomer employees/HCEs

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

4. Funding Shortfall of a Terminated Plan

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

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

   By robbie, September 1, 2004
   • 25 replies
   • 2.9k views
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   • robbie
   • September 9, 2004

6. FASB Limits

   By FAPInJax, September 8, 2004
   • 2 replies
   • 1.2k views
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   • FAPInJax
   • September 9, 2004

7. How to handle forgery claims with banks

   By Guest Nautical, August 26, 2004
   • 5 replies
   • 2.1k views
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   • mbozek
   • September 8, 2004

8. accumulated funding deficiency - participant notice

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

9. Restructuring

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

10. SAR to Former Participants Recieving Benefits

    By DTH, September 3, 2004
    • 1 reply
    • 1.2k views
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    • david rigby
    • September 3, 2004

11. PBGC PREMIUMS PAID FROM PLAN ASSETS

    By Guest 91smithie, September 3, 2004
    • 1 reply
    • 1.7k views
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    • Blinky the 3-eyed Fish
    • September 3, 2004

12. lump sum available only for part of benefit

    By Guest meggie, September 2, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 2, 2004

13. Required Quarterly Contributions with Full Funding Credit

    By Guest Turtle_01, September 2, 2004
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • September 2, 2004

14. Deductibility of insurance premiums in DB plans

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

15. Mortality Tables - very useful program

    By mwyatt, August 26, 2002
    • 6 replies
    • 4.1k views
    • 
    • david rigby
    • September 1, 2004

16. USERRA and Vietnam Service

    By Effen, August 30, 2004
    • 7 replies
    • 2.2k views
    • 
    • Effen
    • September 1, 2004

17. DB-DC aggregate testing & features

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

18. Death of alternate payee with split payment qdro

    By Guest mfchristopher, August 30, 2004
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • August 31, 2004

19. Plan Investments

    By Gary, August 30, 2004
    • 8 replies
    • 1.8k views
    • 
    • Gary
    • August 31, 2004

20. PS Assets Merged Into DB Plan

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

21. Early retiree returning to work

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

22. PBGC electronic filing

    By Guest beckys, August 25, 2004
    • 0 replies
    • 1k views
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    • Guest
    • August 25, 2004

23. DB Gov't "pick-up" Plan; 401(k) impact

    By JAY21, August 24, 2004
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • August 24, 2004

24. Excise Tax on DB Funding Deficiencies

    By Guest Powers, August 24, 2004
    • 4 replies
    • 1.7k views
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    • Effen
    • August 24, 2004

25. Easy 412(i) question

    By Guest R. Daestrom, August 24, 2004
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 24, 2004

26. Final Regs - Retroactive Annuity Starting Date

    By Guest KGriffith, August 5, 2004
    • 12 replies
    • 3.8k views
    • 
    • SoCalActuary
    • August 23, 2004

27. Cross testing 412i

    By FAPInJax, August 20, 2004
    • 5 replies
    • 1.6k views
    • 
    • SoCalActuary
    • August 23, 2004

28. Canadian Benefits Information

    By Guest buxbaum2, August 22, 2004
    • 0 replies
    • 928 views
    • 
    • Guest
    • August 22, 2004

29. Notice to Participants for an Underfunded PBGC covered Plan

    By flosfur, August 16, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • August 16, 2004

30. Benefit for Employee rehired after Plan terminated

    By Guest Mike Spickard, August 13, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 13, 2004

31. Additional Funding Charge calculation

    By Guest Turtle_01, August 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • MGB
    • August 13, 2004

32. FAS 87/132 Negative Charge to Equity

    By Guest merlin, August 13, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 13, 2004

33. FAS 87 - Mid Year Computations

    By flosfur, August 11, 2004
    • 3 replies
    • 1.4k views
    • 
    • MGB
    • August 13, 2004

34. Multiple formulas / Restructuring

    By Guest calcu, August 11, 2004
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • August 12, 2004

35. Participant Notices required by PBGC - any exception for small plans?

    By Lynn Campbell, August 11, 2004
    • 1 reply
    • 1k views
    • 
    • AndyH
    • August 12, 2004

36. Average Annual Compensation

    By Guest Carly, August 12, 2004
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • August 12, 2004

37. ERISA 4011 Notice of VRP

    By Lori Foresz, August 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • Lori Foresz
    • August 11, 2004

38. Valaution & Sch B for the Year of Plan Termination

    By flosfur, August 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 10, 2004

39. Resurrection of a Termianted Plan

    By flosfur, June 11, 2004
    • 18 replies
    • 2.3k views
    • 
    • flosfur
    • August 10, 2004

40. Contributory DB Plan and Demutualization Proceeds?

    By Guest azbenefits, August 4, 2004
    • 3 replies
    • 1.7k views
    • 
    • KJohnson
    • August 9, 2004

41. Required Minimum Distribution - Final Regs for DB plans

    By flosfur, July 27, 2004
    • 26 replies
    • 5.4k views
    • 
    • Guest
    • August 6, 2004

42. Investment mix

    By david rigby, August 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • MGB
    • August 6, 2004

43. Quarterly contribution with an accumulated funding deficiency

    By Guest cde, August 6, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • August 6, 2004

44. Funding Waiver and interest charges on late quarterly contributions

    By ishi, August 6, 2004
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • August 6, 2004

45. Minimum deduction for terminating plan

    By flosfur, August 4, 2004
    • 10 replies
    • 1.8k views
    • 
    • AndyH
    • August 6, 2004

46. Merger of DB Plans - Overfunded Into Underfunded

    By LIBOR, August 5, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 5, 2004

47. Overfunded Plan

    By Lori Foresz, August 3, 2004
    • 18 replies
    • 3.6k views
    • 
    • mbozek
    • August 5, 2004

48. Final Average Compensation

    By Guest calcu, August 4, 2004
    • 7 replies
    • 2.3k views
    • 
    • MGB
    • August 5, 2004

49. Average Benefit Percentage Test - Follow-Up Question

    By LIBOR, August 3, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • August 5, 2004

50. Looking for clarification of permitted aggregation of DC and DB plan along with the "special gateway test"

    By Guest smhjr, July 23, 2004
    • 19 replies
    • 2.7k views
    • 
    • SoCalActuary
    • August 4, 2004