Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Who Are They Kidding?

   By Andy the Actuary, June 8, 2007
   • 3 replies
   • 1.7k views
   • 
   • Andy the Actuary
   • June 12, 2007

2. Post-NRD accruals

   By Guest lerieleech, June 12, 2007
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • June 12, 2007

3. I have been receiving an abnormal amount of questions regarding Section 79 plans

   By SteveH, January 9, 2007
   • 4 replies
   • 2.5k views
   • 
   • Ron Snyder
   • June 12, 2007

4. FAS 158 - Assets exceeding PBO

   By AndyH, May 24, 2007
   • 4 replies
   • 2.2k views
   • 
   • AndyH
   • June 8, 2007

5. Changes to pension auditing standards?

   By AndyH, May 1, 2007
   • 7 replies
   • 2.1k views
   • 
   • JanetM
   • June 7, 2007

6. PBGC Premium paid by corp

   By Guest The Pension Kid, May 24, 2007
   • 11 replies
   • 4.2k views
   • 
   • mwyatt
   • June 5, 2007

7. ERISA FFL with term cost

   By Guest GMP, May 30, 2007
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • May 31, 2007

8. Spousal Consent for Early Retirement Window Benefits

   By Guest BRich, May 29, 2007
   • 1 reply
   • 1.6k views
   • 
   • masteff
   • May 30, 2007

9. Segment Rate Estimate

   By Effen, May 24, 2007
   • 4 replies
   • 1.5k views
   • 
   • Effen
   • May 26, 2007

10. mandatory contributions for some employees

    By Guest ecleverdon, May 24, 2007
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • May 25, 2007

11. Vesting on new DB Plan

    By Craig Garner, May 25, 2007
    • 2 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 25, 2007

12. GATT Limits

    By Guest LOST ON THE LEFT COAST, May 24, 2007
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • May 25, 2007

13. Adding retirees to an existing plan

    By Guest Grant, May 21, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • May 24, 2007

14. 3 Plan arrangement and top heavy

    By Guest CadH, May 22, 2007
    • 1 reply
    • 1.2k views
    • 
    • Gary
    • May 22, 2007

15. 401k/profit sharing plan record keeping

    By Gary, May 18, 2007
    • 8 replies
    • 3.2k views
    • 
    • Gary
    • May 21, 2007

16. new mort table for Current Liab

    By Guest VTran, May 18, 2007
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • May 19, 2007

17. Non Discrimination Testing

    By Gary, May 17, 2007
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 18, 2007

18. DB/DC deduction limit after PPA 2006

    By YankeeFan, May 18, 2007
    • 3 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 18, 2007

19. Bond For a Restricted Employee

    By Guest merlin, May 16, 2007
    • 9 replies
    • 3k views
    • 
    • AndyH
    • May 17, 2007

20. 412e3 (formerly 412i) Plans

    By Gary, May 17, 2007
    • 0 replies
    • 2.2k views
    • 
    • Gary
    • May 17, 2007

21. Excess Earnings in DB

    By Guest MMorgan, May 15, 2007
    • 9 replies
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 17, 2007

22. GICs

    By Guest lerieleech, May 16, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 17, 2007

23. Combined Plan Deduction Limits

    By Gary, May 14, 2007
    • 6 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 15, 2007

24. Distribution at the 415 limit

    By Dennis Povloski, May 14, 2007
    • 2 replies
    • 1.8k views
    • 
    • JanetM
    • May 14, 2007

25. Dose ERISA cover this?

    By Guest Francis4, May 4, 2007
    • 12 replies
    • 2.9k views
    • 
    • Guest
    • May 13, 2007

26. Aggregation Required?

    By Dougsbpc, May 10, 2007
    • 7 replies
    • 2k views
    • 
    • Dougsbpc
    • May 11, 2007

27. Quarterly Contributions in 2008

    By Guest Teddie, May 11, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 11, 2007

28. Prepaid Contributions

    By Guest The Pension Kid, May 9, 2007
    • 2 replies
    • 1.8k views
    • 
    • mwyatt
    • May 10, 2007

29. 412i plans - Overfunding

    By Gary, May 9, 2007
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • May 9, 2007

30. Benefit Election

    By §#$%!, May 3, 2007
    • 9 replies
    • 2.5k views
    • 
    • masteff
    • May 7, 2007

31. 415 limits and years of participation

    By zimbo, May 1, 2007
    • 11 replies
    • 3.8k views
    • 
    • Andy the Actuary
    • May 7, 2007

32. individually directed cb

    By abanky, April 27, 2007
    • 22 replies
    • 4.1k views
    • 
    • Guest
    • May 5, 2007

33. Credited Service

    By Gary, May 3, 2007
    • 4 replies
    • 1.9k views
    • 
    • Gary
    • May 4, 2007

34. New Plan - Different Tax and Plan Years

    By SRM, May 2, 2007
    • 4 replies
    • 1.4k 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
    • 3.2k views
    • 
    • AndyH
    • May 2, 2007

36. Combo DB/DC Plan

    By nancy, April 30, 2007
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2007

37. New DB Plan; Old 5500 Problems

    By JAY21, April 27, 2007
    • 4 replies
    • 1.5k views
    • 
    • Effen
    • April 30, 2007

38. DB/DC Combined Plans - Non Discrimination Testing

    By Gary, April 27, 2007
    • 4 replies
    • 3k views
    • 
    • SoCalActuary
    • April 30, 2007

39. Frozen DB Plan

    By Guest bjfgfg, April 26, 2007
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 27, 2007

40. Freeze of Benefits and Patial Plan Termination

    By Guest merlin, April 26, 2007
    • 4 replies
    • 2.7k views
    • 
    • AndyH
    • April 26, 2007

41. Multi-Employer Question

    By Guest Happy Actuary, April 26, 2007
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • April 26, 2007

42. IRS 412(i) Audits

    By Just Me, April 25, 2007
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • April 26, 2007

43. PPA Deduction Limit

    By Guest Aliactuary, April 3, 2007
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • April 25, 2007

44. Sole Prop with an insurance policy

    By SteveH, April 20, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 25, 2007

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

    By Guest saeissler, April 23, 2007
    • 4 replies
    • 3.2k views
    • 
    • David MacLennan
    • April 25, 2007

46. SAS 73 Report

    By §#$%!, April 23, 2007
    • 2 replies
    • 3.1k views
    • 
    • §#$%!
    • April 23, 2007

47. Testing Age DB/DC Combo

    By Penman2006, April 22, 2007
    • 6 replies
    • 2.2k views
    • 
    • Penman2006
    • April 23, 2007

48. DB Plan Rollover

    By waid10, April 20, 2007
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • April 20, 2007

49. QPSA Election

    By Guest RPA123, April 19, 2007
    • 3 replies
    • 2.7k views
    • 
    • Everett Moreland
    • April 20, 2007

50. Maximum deductions

    By Gary, April 17, 2007
    • 7 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 19, 2007