Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Notice 2007-28

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

2. Abusive Cash Balance formulas

   By wsp, March 21, 2007
   • 13 replies
   • 2.8k views
   • 
   • Mike Preston
   • March 23, 2007

3. DB Rollover Account

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

4. Actuary's signature forged on Sch B

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

5. YIKES ! Sis just got a 10K Bill

   By Guest edwardc3000, March 14, 2007
   • 20 replies
   • 4.4k views
   • 
   • Guest
   • March 21, 2007

6. Repaying Pension Benefit to get service reinstated

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

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

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

8. DB Cash Out Option

   By Guest BigBish, March 16, 2007
   • 4 replies
   • 1.9k views
   • 
   • david rigby
   • March 16, 2007

9. LLC terminated 1st year of plan

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

10. Plan Termination Question

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

11. PPA 2006 - Combo DB DC Plan Deductions

    By Gary, January 17, 2007
    • 40 replies
    • 6.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 13, 2007

12. File Schedule B?

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

13. Full Funding Limit in Year of Freeze

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

14. Lifting of Cash Balance Moratorium

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

15. New Cash Balance Plan

    By Guest The Pension Kid, February 23, 2007
    • 6 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 9, 2007

16. lump sum distribution

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

17. Most Valuable Accrual Rate

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

18. PPA re Church Plans

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

19. Vesting in CB plan

    By JanetM, March 1, 2007
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2007

20. More on RMDs made in 2006, 2007

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

21. Top-Heavy minimum

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

22. Inability to Fund after Death

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

23. Lump Sums at Plan Term

    By Guest mingblue, February 23, 2007
    • 13 replies
    • 2.6k views
    • 
    • david rigby
    • March 1, 2007

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

    By John Feldt ERPA CPC QPA, February 27, 2007
    • 8 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • February 28, 2007

25. PFEA or PPA lump sum language on restatement?

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

26. Variable Annuity Plan

    By AndyH, February 26, 2007
    • 0 replies
    • 1.5k views
    • 
    • AndyH
    • February 26, 2007

27. 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

28. Excess Employer Securities in DB Plan

    By Guest mingblue, February 22, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 23, 2007

29. Distribution In-Kind

    By Gary, February 21, 2007
    • 1 reply
    • 1.9k views
    • 
    • David MacLennan
    • February 21, 2007

30. Which mortality table for 2007 lump sums?

    By tuni88, January 21, 2007
    • 13 replies
    • 2k views
    • 
    • FAPInJax
    • February 21, 2007

31. Payment of Cash Benefit

    By Guest MC2, February 19, 2007
    • 6 replies
    • 1.5k views
    • 
    • Effen
    • February 21, 2007

32. Vesting Schedule Amendment

    By Gary, February 20, 2007
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • February 20, 2007

33. 401(a)(26)-meaningful benefits

    By Guest lerieleech, February 20, 2007
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • February 20, 2007

34. Lump sum distribution

    By Guest Nini, February 20, 2007
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • February 20, 2007

35. NON-QUALIFYING ASSETS

    By Guest dbgirl, February 20, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 20, 2007

36. Impact of PPA on annuity prices

    By AndyH, February 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 16, 2007

37. Are any auditors pushing back?

    By tuni88, February 11, 2007
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • February 16, 2007

38. Distribution of Real Estate

    By Gary, February 14, 2007
    • 6 replies
    • 2.1k views
    • 
    • Gary
    • February 15, 2007

39. Coverage Testing of Employee Choice

    By AndyH, February 14, 2007
    • 0 replies
    • 1k views
    • 
    • AndyH
    • February 14, 2007

40. Actuarial Equivalence

    By Guest Nini, February 12, 2007
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 14, 2007

41. PBGC plan termination

    By Gary, February 13, 2007
    • 6 replies
    • 1.7k views
    • 
    • david rigby
    • February 13, 2007

42. PBGC premiums for 2007

    By david rigby, February 6, 2007
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • February 13, 2007

43. Required Minimum Distributions

    By Gary, February 10, 2007
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • February 13, 2007

44. PBGC Coverage

    By Gary, February 10, 2007
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • February 13, 2007

45. Cushion amount

    By Guest skc, February 10, 2007
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 10, 2007

46. Trust Tax ID Number

    By Guest mingblue, February 9, 2007
    • 8 replies
    • 5.2k views
    • 
    • mwyatt
    • February 10, 2007

47. Contributions to a Trust Without a Tax ID ?

    By Guest mingblue, February 9, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • February 9, 2007

48. Plan Converted to Cash Balance Plan?

    By Guest MC2, February 9, 2007
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • February 9, 2007

49. Brokerage Account and DB Plan

    By Guest mingblue, February 7, 2007
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • February 9, 2007

50. Qualified Employer Security

    By Gary, February 8, 2007
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • February 8, 2007