Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 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

2. Determining HC employees

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

3. Accured Benefit on Plan effective date

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

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

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

5. Offset DB plans

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

6. Design-based safe harbor

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

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

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

8. Full funding and reconciliaiton account

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

9. Pension Funding Equity Act re: Lump Sum payments

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

10. The January 2004 CL rate is:

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

11. Cash Balance Plan Termination

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

12. 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
    • 810 views
    • 
    • Guest
    • April 9, 2004

13. 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

14. 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

15. 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

16. "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

17. Short Plan Year - Prorating NC

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

18. 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

19. DRC vs. JCWAA expiration

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

20. Top-25 restricted distributions - how much per year?

    By Guest guppy, November 4, 2003
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • April 6, 2004

21. Funding for postponed retiree

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

22. SFAS 132 Interim Financial Reports

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

23. 2004 Cl rules for DB absent new legislation

    By mwyatt, January 12, 2004
    • 8 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 5, 2004

24. 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

25. 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

26. Underfunded?

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

27. Gray Book Reliance and the PBGC

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

28. 401(a)(4) testing

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

29. Accred to Date Testing

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

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

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

31. Benefitting determination

    By FAPInJax, March 29, 2004
    • 4 replies
    • 1k views
    • 
    • AndyH
    • March 30, 2004

32. Year of Participation (YOP) for Section 415

    By flosfur, March 24, 2004
    • 5 replies
    • 1.6k views
    • 
    • flosfur
    • March 30, 2004

33. Plan Qualification in Puerto Rico

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

34. Mid-Market DB Providers and Investment Options

    By Guest gladock, March 26, 2004
    • 5 replies
    • 1.3k views
    • 
    • Effen
    • March 28, 2004

35. Decrease in avg pay decreasing accrued benefit

    By Gary, March 26, 2004
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • March 26, 2004

36. Filing for a distress termination with the PBGC

    By katieinny, March 11, 2004
    • 25 replies
    • 4.5k views
    • 
    • Guest
    • March 25, 2004

37. Need mortality table 1977 Railroad Board Disabled annuitants

    By Guest DBtech, March 25, 2004
    • 2 replies
    • 1.7k views
    • 
    • WDIK
    • March 25, 2004

38. Waiving benefits for funding and termination

    By Guest flogger, March 24, 2004
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • March 25, 2004

39. Annuity Contracts in 412i plans

    By Guest Mark Draa, March 23, 2004
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • March 25, 2004

40. HELP! HCE leaving Underfunded Plan

    By Guest jgordon, March 23, 2004
    • 3 replies
    • 1.1k views
    • 
    • ishi
    • March 24, 2004

41. Three Adopting Employers - What "Comp" To Use?

    By Guest Partly Cloudy, March 23, 2004
    • 12 replies
    • 1.2k views
    • 
    • Guest
    • March 23, 2004

42. Insurance Products Vs Mutual Funds - Value to be used for Funding.

    By flosfur, March 22, 2004
    • 2 replies
    • 1.1k views
    • 
    • flosfur
    • March 23, 2004

43. PBGC Variable premium asset date

    By AndyH, March 22, 2004
    • 0 replies
    • 982 views
    • 
    • AndyH
    • March 22, 2004

44. Method for Allocating Excess Assets in DB Plan

    By Guest YATPA, March 19, 2004
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • March 22, 2004

45. Present Value of Future Salaries

    By ishi, March 18, 2004
    • 7 replies
    • 1.7k views
    • 
    • ishi
    • March 19, 2004

46. Waiving benefits like you just don't care.

    By Blinky the 3-eyed Fish, March 18, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • March 19, 2004

47. PBGC Interest Rate for Variable Prem

    By flosfur, March 19, 2004
    • 2 replies
    • 1.3k views
    • 
    • MGB
    • March 19, 2004

48. Prior DB related problem

    By flosfur, March 17, 2004
    • 2 replies
    • 1.4k views
    • 
    • flosfur
    • March 19, 2004

49. Pre-1995 Frozen Plan

    By flosfur, March 17, 2004
    • 7 replies
    • 1.3k views
    • 
    • mwyatt
    • March 19, 2004

50. Early Retirement Windows - A More Interesting Question

    By LIBOR, March 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • March 19, 2004