Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Non Discrimination Testing

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

2. 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

3. Bond For a Restricted Employee

   By Guest merlin, May 16, 2007
   • 9 replies
   • 2.8k views
   • 
   • AndyH
   • May 17, 2007

4. 412e3 (formerly 412i) Plans

   By Gary, May 17, 2007
   • 0 replies
   • 2k views
   • 
   • Gary
   • May 17, 2007

5. Excess Earnings in DB

   By Guest MMorgan, May 15, 2007
   • 9 replies
   • 3.1k views
   • 
   • John Feldt ERPA CPC QPA
   • May 17, 2007

6. GICs

   By Guest lerieleech, May 16, 2007
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • May 17, 2007

7. Combined Plan Deduction Limits

   By Gary, May 14, 2007
   • 6 replies
   • 3k views
   • 
   • John Feldt ERPA CPC QPA
   • May 15, 2007

8. Distribution at the 415 limit

   By Dennis Povloski, May 14, 2007
   • 2 replies
   • 1.5k views
   • 
   • JanetM
   • May 14, 2007

9. Dose ERISA cover this?

   By Guest Francis4, May 4, 2007
   • 12 replies
   • 2.8k views
   • 
   • Guest
   • May 13, 2007

10. Aggregation Required?

    By Dougsbpc, May 10, 2007
    • 7 replies
    • 1.9k views
    • 
    • Dougsbpc
    • May 11, 2007

11. Quarterly Contributions in 2008

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

12. Prepaid Contributions

    By Guest The Pension Kid, May 9, 2007
    • 2 replies
    • 1.7k views
    • 
    • mwyatt
    • May 10, 2007

13. 412i plans - Overfunding

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

14. Benefit Election

    By §#$%!, May 3, 2007
    • 9 replies
    • 2.2k views
    • 
    • masteff
    • May 7, 2007

15. 415 limits and years of participation

    By zimbo, May 1, 2007
    • 11 replies
    • 3.6k views
    • 
    • Andy the Actuary
    • May 7, 2007

16. individually directed cb

    By abanky, April 27, 2007
    • 22 replies
    • 3.8k views
    • 
    • Guest
    • May 5, 2007

17. Credited Service

    By Gary, May 3, 2007
    • 4 replies
    • 1.7k views
    • 
    • Gary
    • May 4, 2007

18. New Plan - Different Tax and Plan Years

    By SRM, May 2, 2007
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • May 3, 2007

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

    By Trekker, May 1, 2007
    • 7 replies
    • 3k views
    • 
    • AndyH
    • May 2, 2007

20. Combo DB/DC Plan

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

21. New DB Plan; Old 5500 Problems

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

22. DB/DC Combined Plans - Non Discrimination Testing

    By Gary, April 27, 2007
    • 4 replies
    • 2.8k views
    • 
    • SoCalActuary
    • April 30, 2007

23. Frozen DB Plan

    By Guest bjfgfg, April 26, 2007
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 27, 2007

24. Freeze of Benefits and Patial Plan Termination

    By Guest merlin, April 26, 2007
    • 4 replies
    • 2.5k views
    • 
    • AndyH
    • April 26, 2007

25. Multi-Employer Question

    By Guest Happy Actuary, April 26, 2007
    • 2 replies
    • 1.1k views
    • 
    • Effen
    • April 26, 2007

26. IRS 412(i) Audits

    By Just Me, April 25, 2007
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • April 26, 2007

27. PPA Deduction Limit

    By Guest Aliactuary, April 3, 2007
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • April 25, 2007

28. Sole Prop with an insurance policy

    By SteveH, April 20, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 25, 2007

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

    By Guest saeissler, April 23, 2007
    • 4 replies
    • 3.1k views
    • 
    • David MacLennan
    • April 25, 2007

30. SAS 73 Report

    By §#$%!, April 23, 2007
    • 2 replies
    • 2.9k views
    • 
    • §#$%!
    • April 23, 2007

31. Testing Age DB/DC Combo

    By Penman2006, April 22, 2007
    • 6 replies
    • 2.1k views
    • 
    • Penman2006
    • April 23, 2007

32. DB Plan Rollover

    By waid10, April 20, 2007
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • April 20, 2007

33. QPSA Election

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

34. Maximum deductions

    By Gary, April 17, 2007
    • 7 replies
    • 2.3k views
    • 
    • Mike Preston
    • April 19, 2007

35. Are We Doing Ourselves A Disservice?

    By Andy the Actuary, April 17, 2007
    • 3 replies
    • 1.5k views
    • 
    • Effen
    • April 19, 2007

36. Actuarial Valuations

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

37. Lump sum calc.

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

38. 150% of Unf CL

    By Penman2006, March 27, 2007
    • 15 replies
    • 2.7k views
    • 
    • Guest
    • April 17, 2007

39. Misguided Guidance

    By Andy the Actuary, April 17, 2007
    • 0 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 17, 2007

40. Restructuring DB Plan into Multiple Employer Plan

    By Guest IRISH79, April 17, 2007
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • April 17, 2007

41. Loan to a Limited Partnership

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

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

    By Guest Grumpy456, April 16, 2007
    • 9 replies
    • 4.4k views
    • 
    • Effen
    • April 17, 2007

43. off topic -- Fasb 158

    By abanky, April 12, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 16, 2007

44. Employee Contributions to Boost Pension?

    By AndyH, April 13, 2007
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • April 13, 2007

45. Cash-Balance Vesting Requirement

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

46. 412(i) Plan Subject to 401(a)(26)

    By JRN, April 12, 2007
    • 1 reply
    • 1.5k views
    • 
    • SoCalActuary
    • April 12, 2007

47. DB-DC TH min

    By Guest lerieleech, March 30, 2007
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • April 11, 2007

48. DB Vendor

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

49. Sole Proprietor Deduction Limit

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

50. Excess Death Benefit

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