Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Exclude HCE?

   By Dougsbpc, May 7, 2004
   • 3 replies
   • 1.6k views
   • 
   • mbozek
   • May 10, 2004

2. Benefit Increase Amendment

   By Guest penman, May 7, 2004
   • 4 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • May 17, 2004

3. Coverage testing on defined benefit plan

   By Guest forum4, May 6, 2004
   • 9 replies
   • 4k views
   • 
   • Guest
   • May 25, 2004

4. Valuation date change

   By Guest Marino13, May 5, 2004
   • 5 replies
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • May 6, 2004

5. Interest charge on late quarterly contributions

   By Guest Marino13, May 4, 2004
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • May 4, 2004

6. 'New' interest rates

   By FAPInJax, May 3, 2004
   • 7 replies
   • 1.7k views
   • 
   • FAPInJax
   • May 4, 2004

7. FIL method, UAL < 0, No FFC, RP 2000-40

   By Effen, April 30, 2004
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • April 30, 2004

8. QJSA - 10 Year Certain and Life

   By DTH, April 30, 2004
   • 2 replies
   • 2.2k views
   • 
   • david rigby
   • May 2, 2004

9. PVAB death benefit

   By Guest guppy, April 29, 2004
   • 2 replies
   • 1.9k views
   • 
   • MGB
   • April 30, 2004

10. Permitted Disparity, Non-Standard Interest Rates

    By Guest merlin, April 28, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 30, 2004

11. Payments from non-qualified plan should have been from qualified plan

    By Guest ircreader, April 27, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 27, 2004

12. H.R. 1779Will this have impact to DB Plans?

    By Guest fcdeacy, April 26, 2004
    • 1 reply
    • 963 views
    • 
    • david rigby
    • April 27, 2004

13. Spread gain method: temp. annuity

    By Guest Java, April 26, 2004
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 30, 2004

14. Global Standard for Pension Accounting?

    By Chester, April 26, 2004
    • 4 replies
    • 1.4k views
    • 
    • MGB
    • April 30, 2004

15. Early Retirement Window

    By david rigby, April 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • LIBOR
    • April 29, 2004

16. ben and comp limits, year-to-year change for funding?

    By Guest Java, April 21, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 22, 2004

17. 412i - the Next Generation ?

    By JAY21, April 21, 2004
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • April 29, 2004

18. Determining HC employees

    By fiona1, April 20, 2004
    • 1 reply
    • 991 views
    • 
    • Mike Preston
    • April 21, 2004

19. S412(i) DB plan going to Traditional DB plan

    By flosfur, April 19, 2004
    • 0 replies
    • 928 views
    • 
    • flosfur
    • April 19, 2004

20. Design-based safe harbor

    By Guest guppy, April 15, 2004
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 19, 2004

21. Need 1995 120% Annual Federal Mid-Term Rate

    By JAY21, April 15, 2004
    • 3 replies
    • 1.7k views
    • 
    • JAY21
    • April 15, 2004

22. Full funding and reconciliaiton account

    By Effen, April 14, 2004
    • 4 replies
    • 1.2k views
    • 
    • Effen
    • April 15, 2004

23. Deductibility of unfunded PVAB upon termination = ?

    By Guest Happy Actuary, April 14, 2004
    • 18 replies
    • 3.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 22, 2004

24. Pension Funding Equity Act re: Lump Sum payments

    By dmb, April 14, 2004
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • April 14, 2004

25. Offset DB plans

    By Blinky the 3-eyed Fish, April 13, 2004
    • 23 replies
    • 3.6k views
    • 
    • Guest
    • April 19, 2004

26. Cash Balance Plan Termination

    By Just Me, April 13, 2004
    • 0 replies
    • 1.1k views
    • 
    • Just Me
    • April 13, 2004

27. Benefits from 2 DB Plans

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

28. Pension Funding Equity Act

    By david rigby, April 13, 2004
    • 21 replies
    • 3k views
    • 
    • MGB
    • May 7, 2004

29. The January 2004 CL rate is:

    By AndyH, April 12, 2004
    • 10 replies
    • 1.4k views
    • 
    • david rigby
    • April 13, 2004

30. Can a foreign corporation replace domestic subsidiary as plan sponsor following cessation of domestic subsidiary's operations?

    By Guest JGodsoe, April 9, 2004
    • 0 replies
    • 811 views
    • 
    • Guest
    • April 9, 2004

31. PBGC Coverage Exemption for Substantial Owners

    By Lori Foresz, April 9, 2004
    • 8 replies
    • 7.2k views
    • 
    • jkdoll2
    • July 24, 2012

32. H.R. 3108 What happens if this passes and is signed by W?

    By AndyH, April 8, 2004
    • 5 replies
    • 1.2k views
    • 
    • AndyH
    • April 9, 2004

33. Termination of DB Plan that hasn't paid premiums in 24 years.

    By Lori Foresz, April 7, 2004
    • 9 replies
    • 2.6k views
    • 
    • WDIK
    • April 9, 2004

34. "nonincreasing annuity" requirement for Required Minimum Distributions under 401(a)(9)

    By Guest rtriche, April 7, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 8, 2004

35. Top Heavy for DC and DB Offset Plan

    By Blinky the 3-eyed Fish, April 7, 2004
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 7, 2004

36. Short Plan Year - Prorating NC

    By Guest guppy, April 7, 2004
    • 5 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 7, 2004

37. Employee term date a day before entry date & benefit entitlement

    By flosfur, April 6, 2004
    • 9 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 9, 2004

38. DRC vs. JCWAA expiration

    By Guest dsyrett, April 6, 2004
    • 7 replies
    • 1.3k views
    • 
    • AndyH
    • April 7, 2004

39. Accrued benefit in 412(i) plan as part of a combo arrangement

    By Guest ActuaryWannabe, April 2, 2004
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • April 3, 2004

40. SFAS 132 Interim Financial Reports

    By Guest BDZ, April 2, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 5, 2004

41. Must Frozen DB Plans switch to UC Funding (per 2004 gray book)?

    By Guest Bill Kalke, April 1, 2004
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • April 2, 2004

42. 401(h) reversion

    By Guest Steve C, April 1, 2004
    • 2 replies
    • 3.2k views
    • 
    • Peter Gulia
    • October 16, 2015

43. Funding for postponed retiree

    By FAPInJax, March 31, 2004
    • 15 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 6, 2004

44. Underfunded?

    By Guest tintree73, March 31, 2004
    • 6 replies
    • 1.4k views
    • 
    • J2D2
    • April 1, 2004

45. 401(a)(4) testing

    By Guest BarryK, March 31, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2004

46. Gray Book Reliance and the PBGC

    By AndyH, March 31, 2004
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • April 1, 2004

47. Accred to Date Testing

    By dmb, March 31, 2004
    • 1 reply
    • 1k views
    • 
    • AndyH
    • March 31, 2004

48. Accured Benefit on Plan effective date

    By flosfur, March 30, 2004
    • 25 replies
    • 3k views
    • 
    • AndyH
    • April 20, 2004

49. Form 5033/5307 Design based Safe & nondicrimination Safe terminology

    By flosfur, March 30, 2004
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • March 30, 2004

50. Plan Qualification in Puerto Rico

    By Guest jac, March 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • March 29, 2004