Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. PFEA or PPA lump sum language on restatement?

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

2. Variable Annuity Plan

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

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

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

4. Excess Employer Securities in DB Plan

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

5. Distribution In-Kind

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

6. Which mortality table for 2007 lump sums?

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

7. Payment of Cash Benefit

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

8. Vesting Schedule Amendment

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

9. 401(a)(26)-meaningful benefits

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

10. Lump sum distribution

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

11. NON-QUALIFYING ASSETS

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

12. Impact of PPA on annuity prices

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

13. Are any auditors pushing back?

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

14. Distribution of Real Estate

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

15. Coverage Testing of Employee Choice

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

16. Actuarial Equivalence

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

17. PBGC plan termination

    By Gary, February 13, 2007
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • February 13, 2007

18. PBGC premiums for 2007

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

19. Required Minimum Distributions

    By Gary, February 10, 2007
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • February 13, 2007

20. PBGC Coverage

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

21. Cushion amount

    By Guest skc, February 10, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 10, 2007

22. Trust Tax ID Number

    By Guest mingblue, February 9, 2007
    • 8 replies
    • 5k views
    • 
    • mwyatt
    • February 10, 2007

23. Contributions to a Trust Without a Tax ID ?

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

24. Plan Converted to Cash Balance Plan?

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

25. Brokerage Account and DB Plan

    By Guest mingblue, February 7, 2007
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 9, 2007

26. Qualified Employer Security

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

27. Relative Value

    By zimbo, June 16, 2006
    • 8 replies
    • 5.1k views
    • 
    • ak2ary
    • February 8, 2007

28. Restricted Distribution

    By Guest BDZ, February 8, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 8, 2007

29. Restricted Distributions beyond NRD

    By Guest BDZ, February 8, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 8, 2007

30. Follow-up mortality table question

    By tuni88, February 3, 2007
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • February 5, 2007

31. Up to 150% of Current Liability = Max Deductible Contribution?

    By tuni88, February 3, 2007
    • 4 replies
    • 1.8k views
    • 
    • SoCalActuary
    • February 5, 2007

32. DB-DC Combo Test

    By JAY21, February 1, 2007
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • February 3, 2007

33. The World of Prohibited Transactions

    By Gary, February 3, 2007
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • February 3, 2007

34. Looking for this annuity table

    By jkharvey, January 31, 2007
    • 12 replies
    • 2.3k views
    • 
    • jkharvey
    • February 3, 2007

35. 401(a)(4) and Safe Harbor Plan

    By Dougsbpc, February 1, 2007
    • 2 replies
    • 1.8k views
    • 
    • Dougsbpc
    • February 1, 2007

36. Initial Qualification under RAPs

    By BTG, January 29, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • January 31, 2007

37. 401(a)(26) question

    By Guest lerieleech, January 29, 2007
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 30, 2007

38. Effective Date for FAS158?

    By tuni88, January 25, 2007
    • 8 replies
    • 2.4k views
    • 
    • Don Levit
    • January 29, 2007

39. Reasonable funding method

    By flosfur, January 24, 2007
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • January 25, 2007

40. Section 415 Lump Sum Limits

    By Guest gam4, January 23, 2007
    • 2 replies
    • 2.1k views
    • 
    • flosfur
    • January 24, 2007

41. Benefits Subject to taxes

    By Gary, January 24, 2007
    • 0 replies
    • 962 views
    • 
    • Gary
    • January 24, 2007

42. DB Plan Maintained by Corporation that is Owned by an Irrevocable Trust under Code Section 414

    By Guest EMM118, January 19, 2007
    • 4 replies
    • 1.5k views
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    • Gary
    • January 24, 2007

43. 404(a)(1)(A)(ii) (5 year amortization)

    By YankeeFan, January 24, 2007
    • 2 replies
    • 1.4k views
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    • FAPInJax
    • January 24, 2007

44. Participant in 2 DB Plans, Common Control, Separate Payrolls

    By Guest IRISH79, January 23, 2007
    • 3 replies
    • 1.2k views
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    • AndyH
    • January 24, 2007

45. FASB when plan is frozen

    By Guest skc, January 23, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 23, 2007

46. Maximum Cash Balance Contribution

    By abanky, January 23, 2007
    • 3 replies
    • 1.8k views
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    • SoCalActuary
    • January 23, 2007

47. CB/PS combo testing

    By Penman2006, January 22, 2007
    • 2 replies
    • 1.3k views
    • 
    • Penman2006
    • January 22, 2007

48. Calculation of late retirement benefit

    By ac, January 21, 2007
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • January 22, 2007

49. 30-year Treasury Securities Interest Rate

    By Guest DIY, January 17, 2007
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 18, 2007

50. Sole Prop/S-Corp & DB Contribution

    By flosfur, January 16, 2007
    • 4 replies
    • 2.1k views
    • 
    • SoCalActuary
    • January 17, 2007