Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. DRC vs. JCWAA expiration

   By Guest dsyrett, April 6, 2004
   • 7 replies
   • 1.4k views
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   • AndyH
   • April 7, 2004

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

   By Guest guppy, November 4, 2003
   • 5 replies
   • 1.8k views
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   • AndyH
   • April 6, 2004

3. Funding for postponed retiree

   By FAPInJax, March 31, 2004
   • 15 replies
   • 1.8k views
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   • Mike Preston
   • April 6, 2004

4. SFAS 132 Interim Financial Reports

   By Guest BDZ, April 2, 2004
   • 2 replies
   • 1.1k views
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   • Guest
   • April 5, 2004

5. 2004 Cl rules for DB absent new legislation

   By mwyatt, January 12, 2004
   • 8 replies
   • 1.5k views
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   • Blinky the 3-eyed Fish
   • April 5, 2004

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

   By Guest ActuaryWannabe, April 2, 2004
   • 3 replies
   • 1.2k views
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   • AndyH
   • April 3, 2004

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

   By Guest Bill Kalke, April 1, 2004
   • 5 replies
   • 1.9k views
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   • Guest
   • April 2, 2004

8. Underfunded?

   By Guest tintree73, March 31, 2004
   • 6 replies
   • 1.5k views
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   • J2D2
   • April 1, 2004

9. Gray Book Reliance and the PBGC

   By AndyH, March 31, 2004
   • 2 replies
   • 1.5k views
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   • AndyH
   • April 1, 2004

10. 401(a)(4) testing

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

11. Accred to Date Testing

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

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

    By flosfur, March 30, 2004
    • 1 reply
    • 1.5k views
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    • AndyH
    • March 30, 2004

13. Benefitting determination

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

14. Year of Participation (YOP) for Section 415

    By flosfur, March 24, 2004
    • 5 replies
    • 1.7k views
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    • flosfur
    • March 30, 2004

15. Plan Qualification in Puerto Rico

    By Guest jac, March 29, 2004
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • March 29, 2004

16. Mid-Market DB Providers and Investment Options

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

17. 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

18. Filing for a distress termination with the PBGC

    By katieinny, March 11, 2004
    • 25 replies
    • 4.9k views
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    • Guest
    • March 25, 2004

19. 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

20. Waiving benefits for funding and termination

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

21. Annuity Contracts in 412i plans

    By Guest Mark Draa, March 23, 2004
    • 5 replies
    • 1.5k views
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    • rcline46
    • March 25, 2004

22. HELP! HCE leaving Underfunded Plan

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

23. 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

24. 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

25. PBGC Variable premium asset date

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

26. Method for Allocating Excess Assets in DB Plan

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

27. Present Value of Future Salaries

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

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

    By Blinky the 3-eyed Fish, March 18, 2004
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • March 19, 2004

29. PBGC Interest Rate for Variable Prem

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

30. Prior DB related problem

    By flosfur, March 17, 2004
    • 2 replies
    • 1.5k views
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    • flosfur
    • March 19, 2004

31. Pre-1995 Frozen Plan

    By flosfur, March 17, 2004
    • 7 replies
    • 1.5k views
    • 
    • mwyatt
    • March 19, 2004

32. Early Retirement Windows - A More Interesting Question

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

33. top heavy for ER with Two plans

    By Earl, March 17, 2004
    • 2 replies
    • 1.1k views
    • 
    • Earl
    • March 18, 2004

34. PBGC filing - new plan

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

35. Partial termination and plan termination and vesting

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

36. Restructuring Plan(s)

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

37. Testing Sevice for the General Test

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

38. Pre-Retirement RPA Mortality

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

39. 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

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

    By Lorraine Dorsa, March 10, 2004
    • 8 replies
    • 1.6k views
    • 
    • Effen
    • March 12, 2004

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

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

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

    By Dougsbpc, March 11, 2004
    • 5 replies
    • 2.1k views
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    • Dougsbpc
    • March 12, 2004

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

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

44. 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

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

    By Guest Glen, February 18, 2004
    • 11 replies
    • 2.8k views
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    • Blinky the 3-eyed Fish
    • March 10, 2004

46. 401(a)(26) - frozen plan

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

47. Exclude HCE?

    By Dougsbpc, March 8, 2004
    • 3 replies
    • 2.2k views
    • 
    • Lame Duck
    • March 9, 2004

48. What is status of potential RPA rate changes?

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

49. 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

50. 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