Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. QPSA Election

   By Guest RPA123, April 19, 2007
   • 3 replies
   • 2.6k views
   • 
   • Everett Moreland
   • April 20, 2007

2. Maximum deductions

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

3. Are We Doing Ourselves A Disservice?

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

4. Actuarial Valuations

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

5. Lump sum calc.

   By Guest The Pension Kid, April 10, 2007
   • 4 replies
   • 1.5k views
   • 
   • Andy the Actuary
   • April 17, 2007

6. 150% of Unf CL

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

7. Misguided Guidance

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

8. Restructuring DB Plan into Multiple Employer Plan

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

9. Loan to a Limited Partnership

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

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

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

11. off topic -- Fasb 158

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

12. Employee Contributions to Boost Pension?

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

13. Cash-Balance Vesting Requirement

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

14. 412(i) Plan Subject to 401(a)(26)

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

15. DB-DC TH min

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

16. DB Vendor

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

17. Sole Proprietor Deduction Limit

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

18. Excess Death Benefit

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

19. 5330 instructions

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

20. 5330/Funding deficiency penalties-how to minimize

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

21. 415 Adjustment Necessary?

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

22. 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

23. IRC 4971

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

24. cash balance conversion

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

25. Floor offset with a 403(b) plan

    By Guest Rae, April 2, 2007
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • April 3, 2007

26. EA Meetings

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

27. 2007 PBGC Schedule A

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

28. New PPA interest rates - ETA?

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

29. Non Discrimination Compliance

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

30. Plan Termination

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

31. S-Corp and timing of deduction

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

32. 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

33. Sale of Life Insurance

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

34. Amendment increasing benefits to only a few?

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

35. Notice 2007-28

    By Penman2006, March 13, 2007
    • 32 replies
    • 8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 23, 2007

36. Abusive Cash Balance formulas

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

37. DB Rollover Account

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

38. Actuary's signature forged on Sch B

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

39. YIKES ! Sis just got a 10K Bill

    By Guest edwardc3000, March 14, 2007
    • 20 replies
    • 4.2k views
    • 
    • Guest
    • March 21, 2007

40. Repaying Pension Benefit to get service reinstated

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

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

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

42. DB Cash Out Option

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

43. LLC terminated 1st year of plan

    By RobN, March 15, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • March 16, 2007

44. Plan Termination Question

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

45. 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

46. File Schedule B?

    By Guest Bearlee, March 13, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 13, 2007

47. Full Funding Limit in Year of Freeze

    By Guest mingblue, March 12, 2007
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • March 12, 2007

48. Lifting of Cash Balance Moratorium

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

49. New Cash Balance Plan

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

50. lump sum distribution

    By Guest josephr, March 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • March 9, 2007