Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. 401(a)(4) testing

   By Guest BarryK, March 31, 2004
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • April 1, 2004

2. Accred to Date Testing

   By dmb, March 31, 2004
   • 1 reply
   • 1.1k views
   • 
   • AndyH
   • March 31, 2004

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

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

4. Benefitting determination

   By FAPInJax, March 29, 2004
   • 4 replies
   • 1.1k views
   • 
   • AndyH
   • March 30, 2004

5. Year of Participation (YOP) for Section 415

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

6. Plan Qualification in Puerto Rico

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

7. Mid-Market DB Providers and Investment Options

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

8. Decrease in avg pay decreasing accrued benefit

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

9. Filing for a distress termination with the PBGC

   By katieinny, March 11, 2004
   • 25 replies
   • 4.8k views
   • 
   • Guest
   • March 25, 2004

10. Need mortality table 1977 Railroad Board Disabled annuitants

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

11. Waiving benefits for funding and termination

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

12. Annuity Contracts in 412i plans

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

13. HELP! HCE leaving Underfunded Plan

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

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

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

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

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

16. PBGC Variable premium asset date

    By AndyH, March 22, 2004
    • 0 replies
    • 1k views
    • 
    • AndyH
    • March 22, 2004

17. Method for Allocating Excess Assets in DB Plan

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

18. Present Value of Future Salaries

    By ishi, March 18, 2004
    • 7 replies
    • 1.8k views
    • 
    • ishi
    • March 19, 2004

19. 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

20. PBGC Interest Rate for Variable Prem

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

21. Prior DB related problem

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

22. Pre-1995 Frozen Plan

    By flosfur, March 17, 2004
    • 7 replies
    • 1.4k views
    • 
    • mwyatt
    • March 19, 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. top heavy for ER with Two plans

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

25. PBGC filing - new plan

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

26. Partial termination and plan termination and vesting

    By AndyH, March 15, 2004
    • 10 replies
    • 2.6k views
    • 
    • AndyH
    • March 17, 2004

27. Restructuring Plan(s)

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

28. Testing Sevice for the General Test

    By flosfur, January 6, 2004
    • 9 replies
    • 1.9k views
    • 
    • AndyH
    • March 16, 2004

29. Pre-Retirement RPA Mortality

    By ishi, March 15, 2004
    • 2 replies
    • 2.6k views
    • 
    • ishi
    • March 16, 2004

30. Sole proprietor with multiple Schedule C's

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

31. 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

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

    By Guest CRC02, March 12, 2004
    • 1 reply
    • 1.8k views
    • 
    • MGB
    • March 12, 2004

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

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

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

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

35. Cash Balance Plans for Goverment Employers

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

36. 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

37. 401(a)(26) - frozen plan

    By Guest guppy, March 8, 2004
    • 7 replies
    • 3.4k views
    • 
    • Tom Poje
    • March 9, 2004

38. Exclude HCE?

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

39. What is status of potential RPA rate changes?

    By Effen, March 4, 2004
    • 8 replies
    • 1.4k views
    • 
    • david rigby
    • March 8, 2004

40. 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

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

    By Guest Michael Anderson, March 4, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 5, 2004

42. Value of Life Insurance

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

43. MVAR include 401(k) deferrals ?

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

44. Funding for Early Retirement Window - Revisited

    By LIBOR, March 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • LIBOR
    • March 4, 2004

45. Multi-employer plans

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

46. General Testing of Aggregated DB/DC Plans.

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

47. Determination letter for freezing a plan?

    By Guest erisa15, March 1, 2004
    • 12 replies
    • 2.4k views
    • 
    • Everett Moreland
    • March 2, 2004

48. Incidental Benefits and Plan Performance

    By Guest Max Power, March 2, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 2, 2004

49. New lump sum and cash balance rules

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

50. Changing Funding Assumptions

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