Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Employee Contributions to Boost Pension?

   By AndyH, April 13, 2007
   • 3 replies
   • 1.3k views
   • 
   • AndyH
   • April 13, 2007

2. Cash-Balance Vesting Requirement

   By JAY21, December 14, 2006
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • April 13, 2007

3. 412(i) Plan Subject to 401(a)(26)

   By JRN, April 12, 2007
   • 1 reply
   • 1.4k views
   • 
   • SoCalActuary
   • April 12, 2007

4. DB-DC TH min

   By Guest lerieleech, March 30, 2007
   • 11 replies
   • 2k views
   • 
   • Guest
   • April 11, 2007

5. DB Vendor

   By Guest stevena1, April 10, 2007
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • April 10, 2007

6. Sole Proprietor Deduction Limit

   By Guest Aliactuary, April 3, 2007
   • 8 replies
   • 2.8k views
   • 
   • Mike Preston
   • April 6, 2007

7. Excess Death Benefit

   By goldtpa, April 6, 2007
   • 0 replies
   • 2k views
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   • goldtpa
   • April 6, 2007

8. 5330 instructions

   By Draper55, April 5, 2007
   • 0 replies
   • 1.3k views
   • 
   • Draper55
   • April 5, 2007

9. 5330/Funding deficiency penalties-how to minimize

   By AndyH, April 4, 2007
   • 14 replies
   • 3.2k views
   • 
   • AndyH
   • April 5, 2007

10. 415 Adjustment Necessary?

    By Dougsbpc, April 5, 2007
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 5, 2007

11. Final 415 Regs - applying the 401(a)(17) limit

    By John Feldt ERPA CPC QPA, April 4, 2007
    • 0 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 4, 2007

12. IRC 4971

    By lexi, April 4, 2007
    • 0 replies
    • 1.6k views
    • 
    • lexi
    • April 4, 2007

13. cash balance conversion

    By Guest MC2, April 3, 2007
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • April 4, 2007

14. Floor offset with a 403(b) plan

    By Guest Rae, April 2, 2007
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • April 3, 2007

15. EA Meetings

    By Effen, March 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • mwyatt
    • March 31, 2007

16. 2007 PBGC Schedule A

    By dmb, March 30, 2007
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • March 30, 2007

17. New PPA interest rates - ETA?

    By AndyH, March 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • FAPInJax
    • March 30, 2007

18. Non Discrimination Compliance

    By Gary, March 15, 2007
    • 4 replies
    • 1.7k views
    • 
    • Don Levit
    • March 29, 2007

19. Plan Termination

    By Gary, March 29, 2007
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • March 29, 2007

20. S-Corp and timing of deduction

    By John Feldt ERPA CPC QPA, March 22, 2007
    • 4 replies
    • 2.2k views
    • 
    • wsp
    • March 27, 2007

21. DB Top Heavy offset by DC balance

    By Blinky the 3-eyed Fish, March 26, 2007
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • March 27, 2007

22. Sale of Life Insurance

    By AndyH, March 20, 2007
    • 7 replies
    • 1.7k views
    • 
    • AndyH
    • March 23, 2007

23. Amendment increasing benefits to only a few?

    By Guest Bearlee, March 23, 2007
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • March 23, 2007

24. Notice 2007-28

    By Penman2006, March 13, 2007
    • 32 replies
    • 7.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 23, 2007

25. Abusive Cash Balance formulas

    By wsp, March 21, 2007
    • 13 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 23, 2007

26. DB Rollover Account

    By abanky, March 21, 2007
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • March 21, 2007

27. Actuary's signature forged on Sch B

    By flosfur, March 15, 2007
    • 22 replies
    • 3.8k views
    • 
    • Guest
    • March 21, 2007

28. YIKES ! Sis just got a 10K Bill

    By Guest edwardc3000, March 14, 2007
    • 20 replies
    • 4.1k views
    • 
    • Guest
    • March 21, 2007

29. Repaying Pension Benefit to get service reinstated

    By Guest fcdeacy, March 20, 2007
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • March 20, 2007

30. Restricted Distributions (1.401(a)(4)-5(b))

    By lexi, March 20, 2007
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • March 20, 2007

31. DB Cash Out Option

    By Guest BigBish, March 16, 2007
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • March 16, 2007

32. LLC terminated 1st year of plan

    By RobN, March 15, 2007
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • March 16, 2007

33. Plan Termination Question

    By Guest mingblue, March 15, 2007
    • 1 reply
    • 1k views
    • 
    • david rigby
    • March 15, 2007

34. PPA 2006 - Combo DB DC Plan Deductions

    By Gary, January 17, 2007
    • 40 replies
    • 6.2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 13, 2007

35. File Schedule B?

    By Guest Bearlee, March 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 13, 2007

36. Full Funding Limit in Year of Freeze

    By Guest mingblue, March 12, 2007
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • March 12, 2007

37. Lifting of Cash Balance Moratorium

    By Scott, February 14, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 12, 2007

38. New Cash Balance Plan

    By Guest The Pension Kid, February 23, 2007
    • 6 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • March 9, 2007

39. lump sum distribution

    By Guest josephr, March 9, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • March 9, 2007

40. Most Valuable Accrual Rate

    By Guest Grumpy456, December 21, 2006
    • 7 replies
    • 2.2k views
    • 
    • AndyH
    • March 9, 2007

41. PPA re Church Plans

    By dmb, March 5, 2007
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 6, 2007

42. Vesting in CB plan

    By JanetM, March 1, 2007
    • 4 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2007

43. More on RMDs made in 2006, 2007

    By Gary, February 28, 2007
    • 5 replies
    • 1.3k views
    • 
    • AndyH
    • March 5, 2007

44. Top-Heavy minimum

    By Guest lerieleech, March 2, 2007
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • March 3, 2007

45. Inability to Fund after Death

    By Dougsbpc, March 1, 2007
    • 7 replies
    • 1.6k views
    • 
    • Dougsbpc
    • March 2, 2007

46. Lump Sums at Plan Term

    By Guest mingblue, February 23, 2007
    • 13 replies
    • 2.5k views
    • 
    • david rigby
    • March 1, 2007

47. Slushy. Accruals continue, but no new entrants after [date]

    By John Feldt ERPA CPC QPA, February 27, 2007
    • 8 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 28, 2007

48. PFEA or PPA lump sum language on restatement?

    By Guest Bearlee, February 26, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 27, 2007

49. Variable Annuity Plan

    By AndyH, February 26, 2007
    • 0 replies
    • 1.4k views
    • 
    • AndyH
    • February 26, 2007

50. Excess Distribution due to PPA Change in 415 Interest Rate

    By Guest sueczer, February 23, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 23, 2007