Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. Mid-Market DB Providers and Investment Options

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

2. Decrease in avg pay decreasing accrued benefit

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

3. Filing for a distress termination with the PBGC

   By katieinny, March 11, 2004
   • 25 replies
   • 4.6k views
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   • Guest
   • March 25, 2004

4. Need mortality table 1977 Railroad Board Disabled annuitants

   By Guest DBtech, March 25, 2004
   • 2 replies
   • 1.8k views
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   • WDIK
   • March 25, 2004

5. Waiving benefits for funding and termination

   By Guest flogger, March 24, 2004
   • 6 replies
   • 1.3k views
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   • Guest
   • March 25, 2004

6. Annuity Contracts in 412i plans

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

7. HELP! HCE leaving Underfunded Plan

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

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

   By Guest Partly Cloudy, March 23, 2004
   • 12 replies
   • 1.3k views
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   • Guest
   • March 23, 2004

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

   By flosfur, March 22, 2004
   • 2 replies
   • 1.2k views
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   • flosfur
   • March 23, 2004

10. PBGC Variable premium asset date

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

11. Method for Allocating Excess Assets in DB Plan

    By Guest YATPA, March 19, 2004
    • 3 replies
    • 1.2k views
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    • AndyH
    • March 22, 2004

12. Present Value of Future Salaries

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

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

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

14. PBGC Interest Rate for Variable Prem

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

15. Prior DB related problem

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

16. Pre-1995 Frozen Plan

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

17. Early Retirement Windows - A More Interesting Question

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

18. top heavy for ER with Two plans

    By Earl, March 17, 2004
    • 2 replies
    • 1k views
    • 
    • Earl
    • March 18, 2004

19. PBGC filing - new plan

    By Guest guppy, February 28, 2004
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • March 17, 2004

20. Partial termination and plan termination and vesting

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

21. Restructuring Plan(s)

    By flosfur, March 15, 2004
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • March 17, 2004

22. Testing Sevice for the General Test

    By flosfur, January 6, 2004
    • 9 replies
    • 1.8k views
    • 
    • AndyH
    • March 16, 2004

23. Pre-Retirement RPA Mortality

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

24. Sole proprietor with multiple Schedule C's

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

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

    By Lorraine Dorsa, March 10, 2004
    • 8 replies
    • 1.5k views
    • 
    • Effen
    • March 12, 2004

26. 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

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

    By Dougsbpc, March 11, 2004
    • 5 replies
    • 2k views
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    • Dougsbpc
    • March 12, 2004

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

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

29. Cash Balance Plans for Goverment Employers

    By Guest pjm, March 11, 2004
    • 2 replies
    • 1.2k views
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    • mbozek
    • March 11, 2004

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

    By Guest Glen, February 18, 2004
    • 11 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2004

31. 401(a)(26) - frozen plan

    By Guest guppy, March 8, 2004
    • 7 replies
    • 3.3k views
    • 
    • Tom Poje
    • March 9, 2004

32. Exclude HCE?

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

33. What is status of potential RPA rate changes?

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

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

    By Guest Roman, March 4, 2004
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • March 5, 2004

35. 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

36. Value of Life Insurance

    By Guest csk, March 2, 2004
    • 19 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • March 5, 2004

37. MVAR include 401(k) deferrals ?

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

38. Funding for Early Retirement Window - Revisited

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

39. Multi-employer plans

    By Guest sonny0, March 3, 2004
    • 3 replies
    • 1.7k views
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    • Mike Preston
    • March 4, 2004

40. General Testing of Aggregated DB/DC Plans.

    By flosfur, February 26, 2004
    • 19 replies
    • 3.2k views
    • 
    • AndyH
    • March 3, 2004

41. Determination letter for freezing a plan?

    By Guest erisa15, March 1, 2004
    • 12 replies
    • 2.3k views
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    • Everett Moreland
    • March 2, 2004

42. Incidental Benefits and Plan Performance

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

43. New lump sum and cash balance rules

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

44. Changing Funding Assumptions

    By flosfur, March 1, 2004
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 2, 2004

45. Funding Cost attributable to individual participant

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

46. FASB payment data

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

47. Plan Document for Government DB Plan

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

48. Pension payments made to a nonresident alien, he passes away and now the surviving spouse wants to begin her payments under his SSN...is this legal?

    By Guest cole24, November 3, 2003
    • 3 replies
    • 1.5k views
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    • Appleby
    • February 29, 2004

49. Waiver of Minimum Funding Standard

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

50. 2003 pre-EGTRRA 415 $ Limit

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