Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. New 415 Lump Sum Calculation

   By Guest csk, June 16, 2004
   • 12 replies
   • 3.6k views
   • 
   • SoCalActuary
   • June 22, 2004

2. Total Benefit Value and QJSA

   By Guest ethompson, June 15, 2004
   • 6 replies
   • 1.5k views
   • 
   • MGB
   • June 16, 2004

3. Cash balance regs withdrawn

   By KJohnson, June 15, 2004
   • 1 reply
   • 1k views
   • 
   • MGB
   • June 15, 2004

4. Super Max & PFEA 2004

   By LIBOR, June 15, 2004
   • 2 replies
   • 1.1k views
   • 
   • LIBOR
   • June 15, 2004

5. Final DB 401a9 Regs

   By David MacLennan, June 15, 2004
   • 5 replies
   • 2.8k views
   • 
   • SoCalActuary
   • June 18, 2004

6. Union employees no longer in the union

   By Guest flogger, June 14, 2004
   • 1 reply
   • 1k views
   • 
   • Guest
   • June 22, 2004

7. Resurrection of a Termianted Plan

   By flosfur, June 11, 2004
   • 18 replies
   • 2.2k views
   • 
   • flosfur
   • August 10, 2004

8. Unrelated Business Income?

   By dmb, June 10, 2004
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • June 17, 2004

9. Service for Eligibility and Vesting on Foreign National

   By DTH, June 9, 2004
   • 0 replies
   • 1.1k views
   • 
   • DTH
   • June 9, 2004

10. Plan Termination and new 415 Limit

    By Dougsbpc, June 8, 2004
    • 15 replies
    • 1.9k views
    • 
    • david rigby
    • June 16, 2004

11. Beneficiary incarcerated

    By Guest calcu, June 8, 2004
    • 1 reply
    • 1.7k views
    • 
    • maverick
    • June 8, 2004

12. DB/DC Combined Deductible Limit

    By LIBOR, June 8, 2004
    • 11 replies
    • 2.3k views
    • 
    • ERISA1
    • May 6, 2005

13. IRC 7520 Mortality Table

    By JAY21, June 7, 2004
    • 2 replies
    • 2.9k views
    • 
    • JAY21
    • June 8, 2004

14. Confirmation of purchase rate for projected mortality table

    By SRM, June 7, 2004
    • 1 reply
    • 845 views
    • 
    • Guest
    • June 9, 2004

15. Central Laborers' Pension Fund v. Heinz

    By Everett Moreland, June 7, 2004
    • 3 replies
    • 1.9k views
    • 
    • Everett Moreland
    • June 11, 2004

16. New FASB calculations

    By FAPInJax, June 7, 2004
    • 11 replies
    • 2.5k views
    • 
    • david rigby
    • June 25, 2004

17. Date of Birth Specific Actuarial Equiv Factors

    By Guest pension222, June 6, 2004
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • June 8, 2004

18. Maximum Lump Sums under Pension Equity Act

    By Guest fiddler, June 3, 2004
    • 5 replies
    • 1.4k views
    • 
    • mwyatt
    • June 4, 2004

19. FASB 87 & 88 and Freezing of Accruals

    By Guest fiddler, June 3, 2004
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • June 3, 2004

20. Moody's rates

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

21. participant uses false social security number--what happens to benefit?

    By Guest jac, May 28, 2004
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 28, 2004

22. Retroactive annuity payments - help with understanding them

    By JanetM, May 28, 2004
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • May 28, 2004

23. Double Proration?

    By nancy, May 28, 2004
    • 1 reply
    • 2.1k views
    • 
    • RTK
    • May 28, 2004

24. 415 Limit & Segregated Account

    By JAY21, May 27, 2004
    • 14 replies
    • 2.5k views
    • 
    • mwyatt
    • June 5, 2004

25. TARGET PLANS (this is the closest forum I see)

    By Guest Rosemary Raymer, May 27, 2004
    • 2 replies
    • 1k views
    • 
    • AndyH
    • May 27, 2004

26. 401(a)(17) limit if FAE using monthly average

    By Guest Mike Spickard, May 26, 2004
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 27, 2004

27. Unit Credit Formula with Fractional Accrual Method

    By Guest flogger, May 26, 2004
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • May 26, 2004

28. Required Minimum Distributions from DB Plan

    By Gary, May 26, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • June 8, 2004

29. ERISA 204(h) Notice and 1 life plans

    By AndyH, May 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • May 25, 2004

30. Does anyone know of a site regarding single life DB plans?

    By Guest jhilliard, May 25, 2004
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 25, 2004

31. Separation from service and independent contractors

    By Guest TroyRiley, May 24, 2004
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • May 25, 2004

32. Is this possible?

    By Guest smhjr, May 21, 2004
    • 10 replies
    • 2k views
    • 
    • Belgarath
    • June 7, 2004

33. Determining whether spousal consent is required

    By Guest BOK, May 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • May 21, 2004

34. EGTRRA non-amenders

    By Guest guppy, May 21, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 21, 2004

35. PBGC filing error

    By Guest guppy, May 21, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 24, 2004

36. Is a retroactive annuity payment a protected benefit?

    By Guest ethompson, May 20, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • October 16, 2007

37. Plan termination and FSA

    By abanky, May 20, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • May 20, 2004

38. 401(a)(9) Minimum From Terminating DB and Subsequent RMD

    By Guest pension222, May 19, 2004
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • June 8, 2004

39. 401(a)(26)

    By Blinky the 3-eyed Fish, May 19, 2004
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • May 25, 2004

40. Restricted Payment Issue - Assets at MVA or AVA?

    By AndyH, May 19, 2004
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 19, 2004

41. 404(a)(7)-25% deduction limit

    By Guest joe22, May 19, 2004
    • 9 replies
    • 2.7k views
    • 
    • david rigby
    • May 20, 2004

42. Rotation of Internal Actuaries- Schedule C termination?

    By AndyH, May 18, 2004
    • 9 replies
    • 2.8k views
    • 
    • AndyH
    • May 19, 2004

43. Deductions to a Sole-Prop DB Plan

    By Guest pension222, May 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 17, 2004

44. S Corp Distributions and earned income

    By Guest flogger, May 17, 2004
    • 9 replies
    • 5.8k views
    • 
    • BeckyMiller
    • May 19, 2004

45. Takeover DB Plan

    By Blinky the 3-eyed Fish, May 14, 2004
    • 10 replies
    • 1.7k views
    • 
    • david rigby
    • May 18, 2004

46. Mid-level DB Valuation Software

    By JAY21, May 13, 2004
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • May 17, 2004

47. Amort Base for change in funding method

    By Gary, May 13, 2004
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • May 13, 2004

48. Non-profit Qualified Plan Contributions Maximum

    By Guest CNB, May 12, 2004
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2004

49. 412 Amendment Base

    By LIBOR, May 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 12, 2004

50. Miscoding on IRS Form 1099-R

    By J. Bringhurst, May 11, 2004
    • 0 replies
    • 1.3k views
    • 
    • J. Bringhurst
    • May 11, 2004