Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Asset method question: phase-in

   By Guest guppy, July 28, 2004
   • 2 replies
   • 882 views
   • 
   • Blinky the 3-eyed Fish
   • July 29, 2004

2. How to measure discrimination with respect to benefits rights and features.

   By Guest flogger, July 28, 2004
   • 1 reply
   • 1.1k views
   • 
   • Belgarath
   • July 28, 2004

3. NC Calculations - Plan Termination Year

   By Guest MProctor, July 28, 2004
   • 5 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • July 29, 2004

4. What are 'correct' assets for funding?

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

5. Required Minimum Distribution - Final Regs for DB plans

   By flosfur, July 27, 2004
   • 26 replies
   • 5.2k views
   • 
   • Guest
   • August 6, 2004

6. ERISA fiduciary question

   By Guest VEBA Las Vegas, July 27, 2004
   • 1 reply
   • 940 views
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   • Guest
   • July 29, 2004

7. 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
   • 2.4k views
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   • SoCalActuary
   • August 4, 2004

8. Pass through of S-Corp loss?

   By Lame Duck, July 23, 2004
   • 1 reply
   • 1.3k views
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   • JAY21
   • July 27, 2004

9. Deduction in year of termination

   By FAPInJax, July 21, 2004
   • 2 replies
   • 1.1k views
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   • Guest
   • July 22, 2004

10. Predecessor Employer

    By Guest VEBA Las Vegas, July 21, 2004
    • 8 replies
    • 2.4k views
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    • Guest
    • July 22, 2004

11. Change-in-Accounting Method ?

    By JAY21, July 21, 2004
    • 4 replies
    • 1.3k views
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    • SoCalActuary
    • July 22, 2004

12. 2003 Plan Term Date-2004 Deduction ?

    By JAY21, July 20, 2004
    • 0 replies
    • 906 views
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    • JAY21
    • July 20, 2004

13. Back to Basics - DB 101

    By 2muchstress, July 19, 2004
    • 8 replies
    • 1.8k views
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    • MGB
    • July 21, 2004

14. DB 415 limit for muliple plans of same employer

    By Guest eeben, July 19, 2004
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 20, 2004

15. Private ANnuity Calculation

    By Gary, July 16, 2004
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • July 19, 2004

16. Self-Directed Cash Balance Plans

    By Guest erichiii, July 14, 2004
    • 8 replies
    • 2.3k views
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    • Blinky the 3-eyed Fish
    • July 15, 2004

17. DB (Schedule C income) and DC plan participation

    By Guest MTransue, July 14, 2004
    • 16 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2004

18. Disability table

    By david rigby, July 13, 2004
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • July 14, 2004

19. Code Fore 94 GAR Mortality On Sch. B

    By Guest merlin, July 12, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 16, 2004

20. Contribution to DB Plan in Excess of Maximum Deductible

    By Guest Chaffee, July 9, 2004
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2004

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

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

22. Testing Service Using Accrued to Date Method

    By AndyH, July 8, 2004
    • 0 replies
    • 923 views
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    • AndyH
    • July 8, 2004

23. Pension Funding Equity Act

    By Gary, July 8, 2004
    • 17 replies
    • 3k views
    • 
    • Guest
    • November 19, 2004

24. Top Heavy Status of a 412i Plan

    By Guest merlin, July 7, 2004
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2004

25. Terminated Plan and Change of Plan Year

    By Dougsbpc, July 7, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 7, 2004

26. Eliminating the insurance in a fully insured plan

    By Guest Mr. Relaxation, July 6, 2004
    • 7 replies
    • 1.5k views
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    • SoCalActuary
    • July 16, 2004

27. Relative value postponed for QPSA?

    By Guest beckys, July 1, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 2, 2004

28. Relative Value Regs Postponed?

    By Guest HarveyC, July 1, 2004
    • 23 replies
    • 2.6k views
    • 
    • Guest
    • July 2, 2004

29. Restricted HCE/Bonding Solution

    By JAY21, June 30, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 1, 2004

30. Defaulted loan in a DB plan-how to handle

    By AndyH, June 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • July 8, 2004

31. Private Annuities and related Trusts

    By Gary, June 28, 2004
    • 1 reply
    • 1k views
    • 
    • mbozek
    • June 29, 2004

32. 401(a)(9) - Distributions from DB plan

    By Gary, June 28, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • June 29, 2004

33. RMD's - what if employer didnt pay out in time?

    By Guest fcdeacy, June 28, 2004
    • 2 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2004

34. Trust outstanding checks

    By Guest Nautical, June 28, 2004
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • June 28, 2004

35. Combined Plan Max & EGTRRA's New Excise Tax Rules

    By LIBOR, June 28, 2004
    • 8 replies
    • 2.8k views
    • 
    • Hokielady
    • February 5, 2013

36. Cash Balance Option

    By Guest ooota, June 25, 2004
    • 7 replies
    • 1.5k views
    • 
    • Effen
    • June 28, 2004

37. 412(i) plan contribution for a short plan year

    By Guest Carol the Writer, June 25, 2004
    • 0 replies
    • 920 views
    • 
    • Guest
    • June 25, 2004

38. How do 415 limits apply in a preretirement survivor situation of two different fae db plan benefits?

    By gle3186, June 25, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2004

39. Negotiation with the IRS

    By Guest flogger, June 23, 2004
    • 10 replies
    • 2.1k views
    • 
    • mbozek
    • June 25, 2004

40. Unfunded CL Deduction Limit for a New Plan

    By Guest jody303, June 22, 2004
    • 14 replies
    • 1.7k views
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    • david rigby
    • June 24, 2004

41. Participant won't cash pension checks - Representative Payee?

    By Effen, June 22, 2004
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 22, 2004

42. Accrued Benefit Sweetener Prior to Plan Freeze

    By LIBOR, June 22, 2004
    • 4 replies
    • 1.1k views
    • 
    • LIBOR
    • June 22, 2004

43. Looking for survey with average benefit provided in DB plans

    By Guest Judy S, June 22, 2004
    • 0 replies
    • 816 views
    • 
    • Guest
    • June 22, 2004

44. New QJSA/QPSA Notice Requirements - Corbel

    By Guest MikeD, June 21, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 21, 2004

45. 2004 Max Rate

    By LIBOR, June 18, 2004
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • April 7, 2005

46. Sole proprietor non-deductible contributions

    By SoCalActuary, June 18, 2004
    • 3 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2004

47. DB/DC Combo Approach

    By JAY21, June 17, 2004
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • June 18, 2004

48. QJSA-Can't Locate Spouse

    By JAY21, June 17, 2004
    • 2 replies
    • 1.7k views
    • 
    • JAY21
    • June 18, 2004

49. Change of Funding Method - Year of Takeover and Thereafter

    By Guest merlin, June 17, 2004
    • 3 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2004

50. How to make election to contribute over the maximum deductible amount.

    By Guest PSHowell, June 17, 2004
    • 1 reply
    • 972 views
    • 
    • SoCalActuary
    • June 18, 2004