Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Final Regs - Retroactive Annuity Starting Date

   By Guest KGriffith, August 5, 2004
   • 12 replies
   • 4.2k views
   • 
   • SoCalActuary
   • August 23, 2004

2. Cross testing 412i

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

3. Canadian Benefits Information

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

4. Notice to Participants for an Underfunded PBGC covered Plan

   By flosfur, August 16, 2004
   • 1 reply
   • 1.4k views
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   • david rigby
   • August 16, 2004

5. Benefit for Employee rehired after Plan terminated

   By Guest Mike Spickard, August 13, 2004
   • 2 replies
   • 1.8k views
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   • Guest
   • August 13, 2004

6. Additional Funding Charge calculation

   By Guest Turtle_01, August 13, 2004
   • 1 reply
   • 1.3k views
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   • MGB
   • August 13, 2004

7. FAS 87/132 Negative Charge to Equity

   By Guest merlin, August 13, 2004
   • 3 replies
   • 1.7k views
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   • Guest
   • August 13, 2004

8. FAS 87 - Mid Year Computations

   By flosfur, August 11, 2004
   • 3 replies
   • 1.5k views
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   • MGB
   • August 13, 2004

9. Multiple formulas / Restructuring

   By Guest calcu, August 11, 2004
   • 2 replies
   • 1.4k views
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   • AndyH
   • August 12, 2004

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

    By Lynn Campbell, August 11, 2004
    • 1 reply
    • 1.2k views
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    • AndyH
    • August 12, 2004

11. Average Annual Compensation

    By Guest Carly, August 12, 2004
    • 1 reply
    • 1.6k views
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    • david rigby
    • August 12, 2004

12. ERISA 4011 Notice of VRP

    By Lori Foresz, August 9, 2004
    • 2 replies
    • 1.7k views
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    • Lori Foresz
    • August 11, 2004

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

    By flosfur, August 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 10, 2004

14. Resurrection of a Termianted Plan

    By flosfur, June 11, 2004
    • 18 replies
    • 2.8k views
    • 
    • flosfur
    • August 10, 2004

15. Contributory DB Plan and Demutualization Proceeds?

    By Guest azbenefits, August 4, 2004
    • 3 replies
    • 1.9k views
    • 
    • KJohnson
    • August 9, 2004

16. Required Minimum Distribution - Final Regs for DB plans

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

17. Investment mix

    By david rigby, August 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • MGB
    • August 6, 2004

18. Quarterly contribution with an accumulated funding deficiency

    By Guest cde, August 6, 2004
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 6, 2004

19. Funding Waiver and interest charges on late quarterly contributions

    By ishi, August 6, 2004
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 6, 2004

20. Minimum deduction for terminating plan

    By flosfur, August 4, 2004
    • 10 replies
    • 2k views
    • 
    • AndyH
    • August 6, 2004

21. Merger of DB Plans - Overfunded Into Underfunded

    By LIBOR, August 5, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 5, 2004

22. Overfunded Plan

    By Lori Foresz, August 3, 2004
    • 18 replies
    • 4k views
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    • mbozek
    • August 5, 2004

23. Final Average Compensation

    By Guest calcu, August 4, 2004
    • 7 replies
    • 2.7k views
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    • MGB
    • August 5, 2004

24. Average Benefit Percentage Test - Follow-Up Question

    By LIBOR, August 3, 2004
    • 3 replies
    • 1.4k views
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    • AndyH
    • August 5, 2004

25. 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
    • 2.9k views
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    • SoCalActuary
    • August 4, 2004

26. ASPA Summer Conference, IRS Q&A # 6

    By Guest PensionNW, August 4, 2004
    • 0 replies
    • 1.2k views
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    • Guest
    • August 4, 2004

27. 401(a)(26) and Prior Benefit Structure

    By Lori Foresz, August 4, 2004
    • 1 reply
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 4, 2004

28. Average Benefit Percentage Test Involving a Frozen DB Plan

    By LIBOR, August 2, 2004
    • 4 replies
    • 2.2k views
    • 
    • LIBOR
    • August 3, 2004

29. Thank an actuary!

    By Guest Carol the Writer, August 2, 2004
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 2, 2004

30. 415 prior plan

    By Guest csk, August 1, 2004
    • 4 replies
    • 1.4k views
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    • AndyH
    • August 2, 2004

31. DB and 403(b) plans

    By Guest BarryK, August 2, 2004
    • 0 replies
    • 974 views
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    • Guest
    • August 2, 2004

32. Mortality Table Help

    By Blinky the 3-eyed Fish, July 30, 2004
    • 4 replies
    • 2.7k views
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    • david rigby
    • July 30, 2004

33. Year of Service Accrued Benefit

    By Guest tscher, July 29, 2004
    • 5 replies
    • 2k views
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    • Guest
    • July 30, 2004

34. ERISA fiduciary question

    By Guest VEBA Las Vegas, July 27, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 29, 2004

35. Asset method question: phase-in

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

36. NC Calculations - Plan Termination Year

    By Guest MProctor, July 28, 2004
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2004

37. Foreign owned California corp

    By flosfur, July 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • July 29, 2004

38. Life Insurance in DB Plan

    By Guest Scott McHenry, July 9, 2002
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • July 28, 2004

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

    By Guest flogger, July 28, 2004
    • 1 reply
    • 1.4k views
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    • Belgarath
    • July 28, 2004

40. Pass through of S-Corp loss?

    By Lame Duck, July 23, 2004
    • 1 reply
    • 1.6k views
    • 
    • JAY21
    • July 27, 2004

41. Predecessor Employer

    By Guest VEBA Las Vegas, July 21, 2004
    • 8 replies
    • 2.9k views
    • 
    • Guest
    • July 22, 2004

42. Deduction in year of termination

    By FAPInJax, July 21, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 22, 2004

43. Change-in-Accounting Method ?

    By JAY21, July 21, 2004
    • 4 replies
    • 1.6k views
    • 
    • SoCalActuary
    • July 22, 2004

44. Back to Basics - DB 101

    By 2muchstress, July 19, 2004
    • 8 replies
    • 2.1k views
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    • MGB
    • July 21, 2004

45. Deduction for Sole Proprietor

    By flosfur, March 30, 2003
    • 17 replies
    • 7.5k views
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    • SoCalActuary
    • July 20, 2004

46. DB 415 limit for muliple plans of same employer

    By Guest eeben, July 19, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 20, 2004

47. 2003 Plan Term Date-2004 Deduction ?

    By JAY21, July 20, 2004
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • July 20, 2004

48. Private ANnuity Calculation

    By Gary, July 16, 2004
    • 2 replies
    • 1.7k views
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    • mbozek
    • July 19, 2004

49. Eliminating the insurance in a fully insured plan

    By Guest Mr. Relaxation, July 6, 2004
    • 7 replies
    • 1.8k views
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    • SoCalActuary
    • July 16, 2004

50. Code Fore 94 GAR Mortality On Sch. B

    By Guest merlin, July 12, 2004
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • July 16, 2004