Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

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

   By Guest PensionNW, August 4, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • August 4, 2004

2. 401(a)(26) and Prior Benefit Structure

   By Lori Foresz, August 4, 2004
   • 1 reply
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • August 4, 2004

3. Average Benefit Percentage Test Involving a Frozen DB Plan

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

4. Thank an actuary!

   By Guest Carol the Writer, August 2, 2004
   • 4 replies
   • 1.5k views
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   • Blinky the 3-eyed Fish
   • August 2, 2004

5. 415 prior plan

   By Guest csk, August 1, 2004
   • 4 replies
   • 1.3k views
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   • AndyH
   • August 2, 2004

6. DB and 403(b) plans

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

7. Mortality Table Help

   By Blinky the 3-eyed Fish, July 30, 2004
   • 4 replies
   • 2.5k views
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   • david rigby
   • July 30, 2004

8. Year of Service Accrued Benefit

   By Guest tscher, July 29, 2004
   • 5 replies
   • 1.6k views
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   • Guest
   • July 30, 2004

9. ERISA fiduciary question

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

10. Asset method question: phase-in

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

11. NC Calculations - Plan Termination Year

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

12. Foreign owned California corp

    By flosfur, July 29, 2004
    • 1 reply
    • 976 views
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    • Belgarath
    • July 29, 2004

13. Life Insurance in DB Plan

    By Guest Scott McHenry, July 9, 2002
    • 6 replies
    • 2.6k views
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    • Guest
    • July 28, 2004

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

    By Guest flogger, July 28, 2004
    • 1 reply
    • 1.2k views
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    • Belgarath
    • July 28, 2004

15. 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

16. Predecessor Employer

    By Guest VEBA Las Vegas, July 21, 2004
    • 8 replies
    • 2.6k views
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    • Guest
    • July 22, 2004

17. Deduction in year of termination

    By FAPInJax, July 21, 2004
    • 2 replies
    • 1.2k views
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    • Guest
    • July 22, 2004

18. Change-in-Accounting Method ?

    By JAY21, July 21, 2004
    • 4 replies
    • 1.4k views
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    • SoCalActuary
    • July 22, 2004

19. Back to Basics - DB 101

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

20. Deduction for Sole Proprietor

    By flosfur, March 30, 2003
    • 17 replies
    • 7k views
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    • SoCalActuary
    • July 20, 2004

21. DB 415 limit for muliple plans of same employer

    By Guest eeben, July 19, 2004
    • 4 replies
    • 1.8k views
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    • Guest
    • July 20, 2004

22. 2003 Plan Term Date-2004 Deduction ?

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

23. Private ANnuity Calculation

    By Gary, July 16, 2004
    • 2 replies
    • 1.6k views
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    • mbozek
    • July 19, 2004

24. Eliminating the insurance in a fully insured plan

    By Guest Mr. Relaxation, July 6, 2004
    • 7 replies
    • 1.6k views
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    • SoCalActuary
    • July 16, 2004

25. Code Fore 94 GAR Mortality On Sch. B

    By Guest merlin, July 12, 2004
    • 4 replies
    • 2k views
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    • Guest
    • July 16, 2004

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

    By Guest MTransue, July 14, 2004
    • 16 replies
    • 1.9k views
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    • Blinky the 3-eyed Fish
    • July 15, 2004

27. Self-Directed Cash Balance Plans

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

28. Disability table

    By david rigby, July 13, 2004
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • July 14, 2004

29. Contribution to DB Plan in Excess of Maximum Deductible

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

30. Moody's rates

    By david rigby, June 2, 2004
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • July 9, 2004

31. Top Heavy Status of a 412i Plan

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

32. Testing Service Using Accrued to Date Method

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

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

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

34. Terminated Plan and Change of Plan Year

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

35. Client interested in a DB plan, but has a SARSEP currently

    By Guest smhjr, December 10, 2003
    • 13 replies
    • 2.2k views
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    • Belgarath
    • July 7, 2004

36. Relative Value Regs Postponed?

    By Guest HarveyC, July 1, 2004
    • 23 replies
    • 2.7k views
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    • Guest
    • July 2, 2004

37. Relative value postponed for QPSA?

    By Guest beckys, July 1, 2004
    • 2 replies
    • 1.4k views
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    • Guest
    • July 2, 2004

38. Restricted HCE/Bonding Solution

    By JAY21, June 30, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 1, 2004

39. Private Annuities and related Trusts

    By Gary, June 28, 2004
    • 1 reply
    • 1.1k views
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    • mbozek
    • June 29, 2004

40. 401(a)(9) - Distributions from DB plan

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

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

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

42. Cash Balance Option

    By Guest ooota, June 25, 2004
    • 7 replies
    • 1.6k views
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    • Effen
    • June 28, 2004

43. Trust outstanding checks

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

44. Negotiation with the IRS

    By Guest flogger, June 23, 2004
    • 10 replies
    • 2.2k views
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    • mbozek
    • June 25, 2004

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

    By gle3186, June 25, 2004
    • 1 reply
    • 1.4k views
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    • Blinky the 3-eyed Fish
    • June 25, 2004

46. 412(i) plan contribution for a short plan year

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

47. New FASB calculations

    By FAPInJax, June 7, 2004
    • 11 replies
    • 2.6k views
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    • david rigby
    • June 25, 2004

48. Unfunded CL Deduction Limit for a New Plan

    By Guest jody303, June 22, 2004
    • 14 replies
    • 1.8k views
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    • david rigby
    • June 24, 2004

49. Benefits from 2 DB Plans

    By Guest Max Power, April 13, 2004
    • 11 replies
    • 1.8k views
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    • Blinky the 3-eyed Fish
    • June 22, 2004

50. New 415 Lump Sum Calculation

    By Guest csk, June 16, 2004
    • 12 replies
    • 3.8k views
    • 
    • SoCalActuary
    • June 22, 2004