Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

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

   By Guest MTransue, July 14, 2004
   • 16 replies
   • 2.2k views
   • 
   • Blinky the 3-eyed Fish
   • July 15, 2004

2. Self-Directed Cash Balance Plans

   By Guest erichiii, July 14, 2004
   • 8 replies
   • 2.5k views
   • 
   • Blinky the 3-eyed Fish
   • July 15, 2004

3. Disability table

   By david rigby, July 13, 2004
   • 3 replies
   • 1.9k views
   • 
   • david rigby
   • July 14, 2004

4. Contribution to DB Plan in Excess of Maximum Deductible

   By Guest Chaffee, July 9, 2004
   • 5 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • July 12, 2004

5. Moody's rates

   By david rigby, June 2, 2004
   • 3 replies
   • 1.6k views
   • 
   • Effen
   • July 9, 2004

6. Top Heavy Status of a 412i Plan

   By Guest merlin, July 7, 2004
   • 7 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • July 9, 2004

7. Testing Service Using Accrued to Date Method

   By AndyH, July 8, 2004
   • 0 replies
   • 1.1k views
   • 
   • AndyH
   • July 8, 2004

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

   By AndyH, June 29, 2004
   • 2 replies
   • 1.4k views
   • 
   • AndyH
   • July 8, 2004

9. Terminated Plan and Change of Plan Year

   By Dougsbpc, July 7, 2004
   • 1 reply
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • July 7, 2004

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

    By Guest smhjr, December 10, 2003
    • 13 replies
    • 2.4k views
    • 
    • Belgarath
    • July 7, 2004

11. Relative Value Regs Postponed?

    By Guest HarveyC, July 1, 2004
    • 23 replies
    • 3k views
    • 
    • Guest
    • July 2, 2004

12. Relative value postponed for QPSA?

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

13. Restricted HCE/Bonding Solution

    By JAY21, June 30, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • July 1, 2004

14. Private Annuities and related Trusts

    By Gary, June 28, 2004
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • June 29, 2004

15. 401(a)(9) - Distributions from DB plan

    By Gary, June 28, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 29, 2004

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

    By Guest fcdeacy, June 28, 2004
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2004

17. Cash Balance Option

    By Guest ooota, June 25, 2004
    • 7 replies
    • 1.8k views
    • 
    • Effen
    • June 28, 2004

18. Trust outstanding checks

    By Guest Nautical, June 28, 2004
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • June 28, 2004

19. Negotiation with the IRS

    By Guest flogger, June 23, 2004
    • 10 replies
    • 2.6k views
    • 
    • mbozek
    • June 25, 2004

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

    By gle3186, June 25, 2004
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2004

21. 412(i) plan contribution for a short plan year

    By Guest Carol the Writer, June 25, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 25, 2004

22. New FASB calculations

    By FAPInJax, June 7, 2004
    • 11 replies
    • 3.1k views
    • 
    • david rigby
    • June 25, 2004

23. Unfunded CL Deduction Limit for a New Plan

    By Guest jody303, June 22, 2004
    • 14 replies
    • 2.1k views
    • 
    • david rigby
    • June 24, 2004

24. Benefits from 2 DB Plans

    By Guest Max Power, April 13, 2004
    • 11 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 22, 2004

25. New 415 Lump Sum Calculation

    By Guest csk, June 16, 2004
    • 12 replies
    • 4.2k views
    • 
    • SoCalActuary
    • June 22, 2004

26. Union employees no longer in the union

    By Guest flogger, June 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 22, 2004

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

    By Effen, June 22, 2004
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • June 22, 2004

28. Accrued Benefit Sweetener Prior to Plan Freeze

    By LIBOR, June 22, 2004
    • 4 replies
    • 1.4k views
    • 
    • LIBOR
    • June 22, 2004

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

    By Guest Judy S, June 22, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 22, 2004

30. New QJSA/QPSA Notice Requirements - Corbel

    By Guest MikeD, June 21, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 21, 2004

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

    By Guest merlin, June 17, 2004
    • 3 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2004

32. Sole proprietor non-deductible contributions

    By SoCalActuary, June 18, 2004
    • 3 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2004

33. QJSA-Can't Locate Spouse

    By JAY21, June 17, 2004
    • 2 replies
    • 1.9k views
    • 
    • JAY21
    • June 18, 2004

34. Final DB 401a9 Regs

    By David MacLennan, June 15, 2004
    • 5 replies
    • 3.1k views
    • 
    • SoCalActuary
    • June 18, 2004

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

    By Guest PSHowell, June 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • June 18, 2004

36. DB/DC Combo Approach

    By JAY21, June 17, 2004
    • 2 replies
    • 1.4k views
    • 
    • JAY21
    • June 18, 2004

37. Unrelated Business Income?

    By dmb, June 10, 2004
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • June 17, 2004

38. Plan Termination and new 415 Limit

    By Dougsbpc, June 8, 2004
    • 15 replies
    • 2.5k views
    • 
    • david rigby
    • June 16, 2004

39. Total Benefit Value and QJSA

    By Guest ethompson, June 15, 2004
    • 6 replies
    • 1.8k views
    • 
    • MGB
    • June 16, 2004

40. Cash balance regs withdrawn

    By KJohnson, June 15, 2004
    • 1 reply
    • 1.2k views
    • 
    • MGB
    • June 15, 2004

41. Super Max & PFEA 2004

    By LIBOR, June 15, 2004
    • 2 replies
    • 1.2k views
    • 
    • LIBOR
    • June 15, 2004

42. Central Laborers' Pension Fund v. Heinz

    By Everett Moreland, June 7, 2004
    • 3 replies
    • 2.3k views
    • 
    • Everett Moreland
    • June 11, 2004

43. 1983 IAF P2000 Scale G

    By Ron Snyder, May 20, 2002
    • 6 replies
    • 2.6k views
    • 
    • David MacLennan
    • June 11, 2004

44. Service for Eligibility and Vesting on Foreign National

    By DTH, June 9, 2004
    • 0 replies
    • 1.3k views
    • 
    • DTH
    • June 9, 2004

45. Confirmation of purchase rate for projected mortality table

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

46. IRC 7520 Mortality Table

    By JAY21, June 7, 2004
    • 2 replies
    • 3.3k views
    • 
    • JAY21
    • June 8, 2004

47. Required Minimum Distributions from DB Plan

    By Gary, May 26, 2004
    • 8 replies
    • 3.6k views
    • 
    • Guest
    • June 8, 2004

48. Beneficiary incarcerated

    By Guest calcu, June 8, 2004
    • 1 reply
    • 2k views
    • 
    • maverick
    • June 8, 2004

49. 401(a)(9) Minimum From Terminating DB and Subsequent RMD

    By Guest pension222, May 19, 2004
    • 9 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • June 8, 2004

50. Date of Birth Specific Actuarial Equiv Factors

    By Guest pension222, June 6, 2004
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • June 8, 2004