Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. Employee Fraud

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

2. 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

3. LLC compensation issues

   By dmb, September 13, 2004
   • 12 replies
   • 3.2k views
   • 
   • E as in ERISA
   • September 15, 2004

4. Taking over services

   By Guest Ricky, September 14, 2004
   • 5 replies
   • 1.6k views
   • 
   • david rigby
   • September 14, 2004

5. Deduction question

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

6. Quarterly penalties

   By FAPInJax, September 8, 2004
   • 8 replies
   • 1.8k views
   • 
   • SoCalActuary
   • September 13, 2004

7. General testing a cash balance plan

   By FAPInJax, September 10, 2004
   • 1 reply
   • 1.2k views
   • 
   • SoCalActuary
   • September 13, 2004

8. Determination of Present Value of Accrued Benefit

   By MarZDoates, September 8, 2004
   • 6 replies
   • 5.1k views
   • 
   • SoCalActuary
   • September 12, 2004

9. Funding Waiver

   By Guest John Nelson, September 9, 2004
   • 4 replies
   • 1.6k views
   • 
   • SoCalActuary
   • September 12, 2004

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

    By Guest dubya, July 9, 2004
    • 44 replies
    • 8.7k views
    • 
    • SoCalActuary
    • September 12, 2004

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

    By Lynn Campbell, September 7, 2004
    • 6 replies
    • 3.8k views
    • 
    • Lynn Campbell
    • September 10, 2004

12. Restricted HCE/New Corporate Bond Idex Rates

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

13. Funding issues among others

    By dmb, September 9, 2004
    • 4 replies
    • 2k views
    • 
    • david rigby
    • September 9, 2004

14. Discrimination Testing for fomer employees/HCEs

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

15. Funding Shortfall of a Terminated Plan

    By Archimage, September 9, 2004
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • September 9, 2004

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

    By robbie, September 1, 2004
    • 25 replies
    • 3.1k views
    • 
    • robbie
    • September 9, 2004

17. FASB Limits

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

18. How to handle forgery claims with banks

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

19. accumulated funding deficiency - participant notice

    By Guest cde, September 8, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 8, 2004

20. Restructuring

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

21. SAR to Former Participants Recieving Benefits

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

22. PBGC PREMIUMS PAID FROM PLAN ASSETS

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

23. lump sum available only for part of benefit

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

24. Required Quarterly Contributions with Full Funding Credit

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

25. Deductibility of insurance premiums in DB plans

    By Guest Carol the Writer, September 1, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 1, 2004

26. Mortality Tables - very useful program

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

27. USERRA and Vietnam Service

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

28. DB-DC aggregate testing & features

    By JAY21, August 31, 2004
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • September 1, 2004

29. Death of alternate payee with split payment qdro

    By Guest mfchristopher, August 30, 2004
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • August 31, 2004

30. Plan Investments

    By Gary, August 30, 2004
    • 8 replies
    • 1.9k views
    • 
    • Gary
    • August 31, 2004

31. PS Assets Merged Into DB Plan

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

32. Early retiree returning to work

    By Guest p&bsteve, August 25, 2004
    • 2 replies
    • 1.7k views
    • 
    • SoCalActuary
    • August 26, 2004

33. PBGC electronic filing

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

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

    By JAY21, August 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • August 24, 2004

35. Excise Tax on DB Funding Deficiencies

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

36. Easy 412(i) question

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

37. Final Regs - Retroactive Annuity Starting Date

    By Guest KGriffith, August 5, 2004
    • 12 replies
    • 3.9k views
    • 
    • SoCalActuary
    • August 23, 2004

38. Cross testing 412i

    By FAPInJax, August 20, 2004
    • 5 replies
    • 1.7k views
    • 
    • SoCalActuary
    • August 23, 2004

39. Canadian Benefits Information

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

40. Notice to Participants for an Underfunded PBGC covered Plan

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

41. Benefit for Employee rehired after Plan terminated

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

42. Additional Funding Charge calculation

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

43. FAS 87/132 Negative Charge to Equity

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

44. FAS 87 - Mid Year Computations

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

45. Multiple formulas / Restructuring

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

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

    By Lynn Campbell, August 11, 2004
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • August 12, 2004

47. Average Annual Compensation

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

48. ERISA 4011 Notice of VRP

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

49. 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

50. Resurrection of a Termianted Plan

    By flosfur, June 11, 2004
    • 18 replies
    • 2.4k views
    • 
    • flosfur
    • August 10, 2004