Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. mandatory contributions for some employees

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

2. Vesting on new DB Plan

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

3. GATT Limits

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

4. Adding retirees to an existing plan

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

5. 3 Plan arrangement and top heavy

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

6. 401k/profit sharing plan record keeping

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

7. new mort table for Current Liab

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

8. Non Discrimination Testing

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

9. DB/DC deduction limit after PPA 2006

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

10. Bond For a Restricted Employee

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

11. 412e3 (formerly 412i) Plans

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

12. Excess Earnings in DB

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

13. GICs

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

14. Combined Plan Deduction Limits

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

15. Distribution at the 415 limit

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

16. Dose ERISA cover this?

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

17. Aggregation Required?

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

18. Quarterly Contributions in 2008

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

19. Prepaid Contributions

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

20. 412i plans - Overfunding

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

21. Benefit Election

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

22. 415 limits and years of participation

    By zimbo, May 1, 2007
    • 11 replies
    • 3.4k views
    • 
    • Andy the Actuary
    • May 7, 2007

23. individually directed cb

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

24. Credited Service

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

25. New Plan - Different Tax and Plan Years

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

26. 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

27. Combo DB/DC Plan

    By nancy, April 30, 2007
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2007

28. New DB Plan; Old 5500 Problems

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

29. DB/DC Combined Plans - Non Discrimination Testing

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

30. Frozen DB Plan

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

31. Freeze of Benefits and Patial Plan Termination

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

32. Multi-Employer Question

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

33. IRS 412(i) Audits

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

34. PPA Deduction Limit

    By Guest Aliactuary, April 3, 2007
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • April 25, 2007

35. Sole Prop with an insurance policy

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

36. 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

37. SAS 73 Report

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

38. Testing Age DB/DC Combo

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

39. DB Plan Rollover

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

40. QPSA Election

    By Guest RPA123, April 19, 2007
    • 3 replies
    • 2.5k views
    • 
    • Everett Moreland
    • April 20, 2007

41. Maximum deductions

    By Gary, April 17, 2007
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • April 19, 2007

42. Are We Doing Ourselves A Disservice?

    By Andy the Actuary, April 17, 2007
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • April 19, 2007

43. Actuarial Valuations

    By Gary, April 19, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • April 19, 2007

44. Lump sum calc.

    By Guest The Pension Kid, April 10, 2007
    • 4 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • April 17, 2007

45. 150% of Unf CL

    By Penman2006, March 27, 2007
    • 15 replies
    • 2.6k views
    • 
    • Guest
    • April 17, 2007

46. Misguided Guidance

    By Andy the Actuary, April 17, 2007
    • 0 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 17, 2007

47. Restructuring DB Plan into Multiple Employer Plan

    By Guest IRISH79, April 17, 2007
    • 2 replies
    • 1.7k views
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    • J Simmons
    • April 17, 2007

48. Loan to a Limited Partnership

    By Guest Judy S, April 12, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 17, 2007

49. Does a DB plan need an Investment Policy Statement?

    By Guest Grumpy456, April 16, 2007
    • 9 replies
    • 4.2k views
    • 
    • Effen
    • April 17, 2007

50. off topic -- Fasb 158

    By abanky, April 12, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 16, 2007