Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Method for Allocating Excess Assets in DB Plan

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

2. PBGC Interest Rate for Variable Prem

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

3. 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

4. Present Value of Future Salaries

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

5. Cross Tested Hybrid 412(i) Plan

   By AndyH, March 18, 2004
   • 43 replies
   • 6.8k views
   • 
   • AndyH
   • April 30, 2004

6. top heavy for ER with Two plans

   By Earl, March 17, 2004
   • 2 replies
   • 979 views
   • 
   • Earl
   • March 18, 2004

7. Missed quarterly contributionsParticipant Notices

   By Guest guppy, March 17, 2004
   • 17 replies
   • 8.2k views
   • 
   • Effen
   • December 24, 2020

8. Pre-1995 Frozen Plan

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

9. Prior DB related problem

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

10. Restructuring Plan(s)

    By flosfur, March 15, 2004
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • March 17, 2004

11. Partial termination and plan termination and vesting

    By AndyH, March 15, 2004
    • 10 replies
    • 2.5k views
    • 
    • AndyH
    • March 17, 2004

12. Pre-Retirement RPA Mortality

    By ishi, March 15, 2004
    • 2 replies
    • 2.5k views
    • 
    • ishi
    • March 16, 2004

13. Sole proprietor with multiple Schedule C's

    By Guest Nineteen, March 15, 2004
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • March 15, 2004

14. Deduction for Waiver of Premium Contributions-Rev. Rul. 2004-20

    By Guest Ernie Guerriero, March 12, 2004
    • 0 replies
    • 857 views
    • 
    • Guest
    • March 12, 2004

15. Fixed Factors to Convert Cash Balance Account Balance to Annuity

    By Guest CRC02, March 12, 2004
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • March 12, 2004

16. Filing for a distress termination with the PBGC

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

17. Cash Balance Plans for Goverment Employers

    By Guest pjm, March 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • March 11, 2004

18. Floor-Offset & 401(a)(26)

    By Dougsbpc, March 11, 2004
    • 5 replies
    • 1.9k views
    • 
    • Dougsbpc
    • March 12, 2004

19. Get Together for DB Message Board Participants at the Enrolled Actuaries Meeting

    By Lorraine Dorsa, March 10, 2004
    • 8 replies
    • 1.4k views
    • 
    • Effen
    • March 12, 2004

20. Exclude HCE?

    By Dougsbpc, March 8, 2004
    • 3 replies
    • 2.1k views
    • 
    • Lame Duck
    • March 9, 2004

21. 401(a)(26) - frozen plan

    By Guest guppy, March 8, 2004
    • 7 replies
    • 3.2k views
    • 
    • Tom Poje
    • March 9, 2004

22. MVAR include 401(k) deferrals ?

    By JAY21, March 4, 2004
    • 1 reply
    • 2.4k views
    • 
    • AndyH
    • March 4, 2004

23. Early Retirement Windows - A More Interesting Question

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

24. Can HC contribute to a 401(k) on a DB/DC Carve out?

    By Guest Roman, March 4, 2004
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 5, 2004

25. Is there a 10% penalty in a DB plan for a 50 year old participant?

    By Guest Michael Anderson, March 4, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 5, 2004

26. What is status of potential RPA rate changes?

    By Effen, March 4, 2004
    • 8 replies
    • 1.3k views
    • 
    • david rigby
    • March 8, 2004

27. Funding for Early Retirement Window - Revisited

    By LIBOR, March 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • LIBOR
    • March 4, 2004

28. Multi-employer plans

    By Guest sonny0, March 3, 2004
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 4, 2004

29. Incidental Benefits and Plan Performance

    By Guest Max Power, March 2, 2004
    • 1 reply
    • 997 views
    • 
    • Mike Preston
    • March 2, 2004

30. New lump sum and cash balance rules

    By FAPInJax, March 2, 2004
    • 0 replies
    • 896 views
    • 
    • FAPInJax
    • March 2, 2004

31. Value of Life Insurance

    By Guest csk, March 2, 2004
    • 19 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • March 5, 2004

32. Changing Funding Assumptions

    By flosfur, March 1, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 2, 2004

33. FASB payment data

    By FAPInJax, March 1, 2004
    • 0 replies
    • 906 views
    • 
    • FAPInJax
    • March 1, 2004

34. Determination letter for freezing a plan?

    By Guest erisa15, March 1, 2004
    • 12 replies
    • 2.2k views
    • 
    • Everett Moreland
    • March 2, 2004

35. Plan Document for Government DB Plan

    By flosfur, February 29, 2004
    • 1 reply
    • 948 views
    • 
    • mbozek
    • February 29, 2004

36. PBGC filing - new plan

    By Guest guppy, February 28, 2004
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • March 17, 2004

37. Funding Cost attributable to individual participant

    By flosfur, February 26, 2004
    • 12 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 1, 2004

38. Waiver of Minimum Funding Standard

    By LIBOR, February 26, 2004
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • February 27, 2004

39. General Testing of Aggregated DB/DC Plans.

    By flosfur, February 26, 2004
    • 19 replies
    • 3.1k views
    • 
    • AndyH
    • March 3, 2004

40. 2003 pre-EGTRRA 415 $ Limit

    By David MacLennan, February 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • MGB
    • February 26, 2004

41. QPSA- Plan admin believes a divorce mayhave occurred. How do we confirm this?

    By mal, February 25, 2004
    • 1 reply
    • 934 views
    • 
    • Lame Duck
    • February 25, 2004

42. Compensation excluded from eligible earnings definition

    By Guest Mike Spickard, February 24, 2004
    • 13 replies
    • 3.1k views
    • 
    • AndyH
    • February 26, 2004

43. Elimination of Reconciliation Account

    By LIBOR, February 24, 2004
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • February 24, 2004

44. PBGC coverage for a non profit

    By Guest Nineteen, February 24, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • February 24, 2004

45. Affiliated Service Group Compensation

    By mming, February 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • David MacLennan
    • February 24, 2004

46. 412(i) Plan Subject to FAS 132/87 ?

    By Guest RSNOW, February 23, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • February 24, 2004

47. FAS 87/132 Disributions

    By dmb, February 20, 2004
    • 5 replies
    • 1.3k views
    • 
    • mwyatt
    • February 20, 2004

48. Last day Employment Requirement in a DB plan

    By flosfur, February 19, 2004
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • February 23, 2004

49. 404 Full funding calculation

    By FAPInJax, February 18, 2004
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • February 19, 2004

50. Can amendment adopted 2-1/2 months after year end reduce funding?

    By Guest Glen, February 18, 2004
    • 11 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2004