Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Post-NRD accruals

   By Guest lerieleech, June 12, 2007
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • June 12, 2007

2. Who Are They Kidding?

   By Andy the Actuary, June 8, 2007
   • 3 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • June 12, 2007

3. Cash Balance plan and SEP/solo401k

   By Guest rmse46, June 6, 2007
   • 12 replies
   • 3.6k views
   • 
   • Guest
   • October 30, 2007

4. "Soft freeze" and 410(b)

   By AndyH, May 30, 2007
   • 7 replies
   • 2.6k views
   • 
   • AndyH
   • October 4, 2016

5. ERISA FFL with term cost

   By Guest GMP, May 30, 2007
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • May 31, 2007

6. Spousal Consent for Early Retirement Window Benefits

   By Guest BRich, May 29, 2007
   • 1 reply
   • 1.2k views
   • 
   • masteff
   • May 30, 2007

7. Vesting on new DB Plan

   By Craig Garner, May 25, 2007
   • 2 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • May 25, 2007

8. FAS 158 - Assets exceeding PBO

   By AndyH, May 24, 2007
   • 4 replies
   • 2k views
   • 
   • AndyH
   • June 8, 2007

9. GATT Limits

   By Guest LOST ON THE LEFT COAST, May 24, 2007
   • 3 replies
   • 1.2k views
   • 
   • AndyH
   • May 25, 2007

10. mandatory contributions for some employees

    By Guest ecleverdon, May 24, 2007
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 25, 2007

11. Segment Rate Estimate

    By Effen, May 24, 2007
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • May 26, 2007

12. PBGC Premium paid by corp

    By Guest The Pension Kid, May 24, 2007
    • 11 replies
    • 3.7k views
    • 
    • mwyatt
    • June 5, 2007

13. A Twist on the DB/DC Combined Limit

    By Guest erisafried, May 23, 2007
    • 14 replies
    • 2.3k views
    • 
    • AndyH
    • July 11, 2007

14. 3 Plan arrangement and top heavy

    By Guest CadH, May 22, 2007
    • 1 reply
    • 961 views
    • 
    • Gary
    • May 22, 2007

15. Adding retirees to an existing plan

    By Guest Grant, May 21, 2007
    • 3 replies
    • 1k views
    • 
    • Guest
    • May 24, 2007

16. 401k/profit sharing plan record keeping

    By Gary, May 18, 2007
    • 8 replies
    • 2.9k views
    • 
    • Gary
    • May 21, 2007

17. new mort table for Current Liab

    By Guest VTran, May 18, 2007
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • May 19, 2007

18. DB/DC deduction limit after PPA 2006

    By YankeeFan, May 18, 2007
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 18, 2007

19. Non Discrimination Testing

    By Gary, May 17, 2007
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 18, 2007

20. 412e3 (formerly 412i) Plans

    By Gary, May 17, 2007
    • 0 replies
    • 1.9k views
    • 
    • Gary
    • May 17, 2007

21. GICs

    By Guest lerieleech, May 16, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 17, 2007

22. Bond For a Restricted Employee

    By Guest merlin, May 16, 2007
    • 9 replies
    • 2.6k views
    • 
    • AndyH
    • May 17, 2007

23. Excess Earnings in DB

    By Guest MMorgan, May 15, 2007
    • 9 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • May 17, 2007

24. Combined Plan Deduction Limits

    By Gary, May 14, 2007
    • 6 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • May 15, 2007

25. Distribution at the 415 limit

    By Dennis Povloski, May 14, 2007
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • May 14, 2007

26. Quarterly Contributions in 2008

    By Guest Teddie, May 11, 2007
    • 0 replies
    • 930 views
    • 
    • Guest
    • May 11, 2007

27. Floor offset plans

    By FAPInJax, May 10, 2007
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • February 26, 2009

28. Aggregation Required?

    By Dougsbpc, May 10, 2007
    • 7 replies
    • 1.8k views
    • 
    • Dougsbpc
    • May 11, 2007

29. Prepaid Contributions

    By Guest The Pension Kid, May 9, 2007
    • 2 replies
    • 1.6k views
    • 
    • mwyatt
    • May 10, 2007

30. 412i plans - Overfunding

    By Gary, May 9, 2007
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • May 9, 2007

31. Dose ERISA cover this?

    By Guest Francis4, May 4, 2007
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • May 13, 2007

32. Credited Service

    By Gary, May 3, 2007
    • 4 replies
    • 1.6k views
    • 
    • Gary
    • May 4, 2007

33. Benefit Election

    By §#$%!, May 3, 2007
    • 9 replies
    • 2.1k views
    • 
    • masteff
    • May 7, 2007

34. New Plan - Different Tax and Plan Years

    By SRM, May 2, 2007
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • May 3, 2007

35. Terminated DBP distributes prior to end of PBGC 60-day review period

    By Trekker, May 1, 2007
    • 7 replies
    • 2.8k views
    • 
    • AndyH
    • May 2, 2007

36. Changes to pension auditing standards?

    By AndyH, May 1, 2007
    • 7 replies
    • 1.9k views
    • 
    • JanetM
    • June 7, 2007

37. 415 limits and years of participation

    By zimbo, May 1, 2007
    • 11 replies
    • 3.5k views
    • 
    • Andy the Actuary
    • May 7, 2007

38. Combo DB/DC Plan

    By nancy, April 30, 2007
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2007

39. New DB Plan; Old 5500 Problems

    By JAY21, April 27, 2007
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • April 30, 2007

40. individually directed cb

    By abanky, April 27, 2007
    • 22 replies
    • 3.6k views
    • 
    • Guest
    • May 5, 2007

41. DB/DC Combined Plans - Non Discrimination Testing

    By Gary, April 27, 2007
    • 4 replies
    • 2.7k views
    • 
    • SoCalActuary
    • April 30, 2007

42. Freeze of Benefits and Patial Plan Termination

    By Guest merlin, April 26, 2007
    • 4 replies
    • 2.4k views
    • 
    • AndyH
    • April 26, 2007

43. Frozen DB Plan

    By Guest bjfgfg, April 26, 2007
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • April 27, 2007

44. Multi-Employer Question

    By Guest Happy Actuary, April 26, 2007
    • 2 replies
    • 1k views
    • 
    • Effen
    • April 26, 2007

45. IRS 412(i) Audits

    By Just Me, April 25, 2007
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • April 26, 2007

46. Distribution of 415(b)(4) de minimis $10,000 benefit

    By Guest saeissler, April 23, 2007
    • 4 replies
    • 2.9k views
    • 
    • David MacLennan
    • April 25, 2007

47. SAS 73 Report

    By §#$%!, April 23, 2007
    • 2 replies
    • 2.8k views
    • 
    • §#$%!
    • April 23, 2007

48. Testing Age DB/DC Combo

    By Penman2006, April 22, 2007
    • 6 replies
    • 2k views
    • 
    • Penman2006
    • April 23, 2007

49. Sole Prop with an insurance policy

    By SteveH, April 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 25, 2007

50. DB Plan Rollover

    By waid10, April 20, 2007
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • April 20, 2007