Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. CB/PS combo testing

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

2. Calculation of late retirement benefit

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

3. Which mortality table for 2007 lump sums?

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

4. 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
   • 
   • Gary
   • January 24, 2007

5. 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

6. 30-year Treasury Securities Interest Rate

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

7. Sole Prop/S-Corp & DB Contribution

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

8. Full Funding Limitation & Amotization of Bases

   By flosfur, January 16, 2007
   • 7 replies
   • 4.1k views
   • 
   • Guest
   • July 8, 2008

9. Top heavy and excluded employees

   By SteveH, January 12, 2007
   • 10 replies
   • 3.9k views
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   • SteveH
   • January 15, 2007

10. PBGC Form 500 filing timing

    By Richard Anderson, January 12, 2007
    • 4 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2007

11. Mandaory Distribution at age 65?

    By Guest IRISH79, January 11, 2007
    • 1 reply
    • 1.1k views
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    • AndyH
    • January 11, 2007

12. Changes to note for 2007 valuations

    By mwyatt, January 11, 2007
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • January 12, 2007

13. 30 Year Treasury Rate

    By flosfur, January 11, 2007
    • 1 reply
    • 1.5k views
    • 
    • Everett Moreland
    • January 11, 2007

14. two plan top heavy question

    By himt4, January 11, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 11, 2007

15. Plan that never reported FAS

    By Guest saeissler, January 10, 2007
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 10, 2007

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

    By SteveH, January 9, 2007
    • 4 replies
    • 2.2k views
    • 
    • Ron Snyder
    • June 12, 2007

17. Mortality Tables, rates

    By Gary, January 9, 2007
    • 5 replies
    • 3.3k views
    • 
    • Gary
    • January 10, 2007

18. Insurance In a Frozen DB Plan

    By Guest merlin, January 9, 2007
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 9, 2007

19. Deferring Benefit

    By Guest Nini, January 9, 2007
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • January 9, 2007

20. Frozen DB Plan - W2 Box 13

    By Guest notapensiongeek, January 9, 2007
    • 4 replies
    • 2.6k views
    • 
    • david rigby
    • January 9, 2007

21. Plan Termination Question

    By Guest mingblue, January 8, 2007
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • January 11, 2007

22. Pension Payout Issue

    By Guest MC2, January 8, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • January 8, 2007

23. First Year PBGC Premium for Cash Balance Plan

    By Dennis Povloski, January 5, 2007
    • 5 replies
    • 1.9k views
    • 
    • flosfur
    • January 16, 2007

24. valuing a step ab

    By abanky, January 5, 2007
    • 0 replies
    • 1k views
    • 
    • abanky
    • January 5, 2007

25. Calculation of most valuable benefit

    By FAPInJax, January 4, 2007
    • 0 replies
    • 955 views
    • 
    • FAPInJax
    • January 4, 2007

26. PBGC Insured Benefits

    By Guest Not Amused, January 4, 2007
    • 6 replies
    • 2k views
    • 
    • Guest
    • January 5, 2007

27. Benefit Statements

    By dmb, January 4, 2007
    • 0 replies
    • 990 views
    • 
    • dmb
    • January 4, 2007

28. SFAS 87/132/158

    By ac, January 3, 2007
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • January 3, 2007

29. PBGC filing after spin off

    By dmb, January 2, 2007
    • 1 reply
    • 1.5k views
    • 
    • SoCalActuary
    • January 3, 2007

30. RPA '94 Current Liability

    By Gary, January 2, 2007
    • 1 reply
    • 5.8k views
    • 
    • Penman2006
    • January 2, 2007

31. Restricted EE - Top 25 List

    By Penman2006, December 30, 2006
    • 0 replies
    • 1.1k views
    • 
    • Penman2006
    • December 30, 2006

32. DB with old SEP

    By pompton, December 29, 2006
    • 5 replies
    • 1.3k views
    • 
    • saabraa
    • December 30, 2006

33. Proposed 415 Regulations

    By Gary, December 29, 2006
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • December 29, 2006

34. Plan Asset-irrevocable annuity contract

    By Randy Watson, December 28, 2006
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • January 2, 2007

35. Joint and Survivor Question

    By Guest MC2, December 27, 2006
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • December 28, 2006

36. PPA - 90 --> 180 day notice requirement

    By J. Bringhurst, December 26, 2006
    • 2 replies
    • 2.4k views
    • 
    • J. Bringhurst
    • December 27, 2006

37. Aggregation of Single with Multiemployer Plan

    By Dougsbpc, December 26, 2006
    • 2 replies
    • 1.6k views
    • 
    • Dougsbpc
    • January 17, 2007

38. Direct Roll Over Into Same Plan

    By Guest John Comelately, December 25, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 26, 2006

39. 414k Election/Status/New Ideas

    By Guest John Comelately, December 25, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 25, 2006

40. prior cash outs

    By Draper55, December 22, 2006
    • 2 replies
    • 1.2k views
    • 
    • Draper55
    • December 22, 2006

41. EIN ends in 6, Cash Balance Plan

    By John Feldt ERPA CPC QPA, December 21, 2006
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • January 16, 2007

42. Most Valuable Accrual Rate

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

43. 415 & Plan Term

    By Penman2006, December 20, 2006
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • December 21, 2006

44. Cash Balance - Lump Sums

    By Guest wecoyote, December 20, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 20, 2006

45. 415 limit

    By Effen, December 20, 2006
    • 1 reply
    • 1.5k views
    • 
    • David MacLennan
    • December 21, 2006

46. PPA - Restrictions on Benefit Payments

    By dmb, December 19, 2006
    • 0 replies
    • 1.2k views
    • 
    • dmb
    • December 19, 2006

47. Disability Rate Tables

    By Effen, December 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • December 20, 2006

48. Cash Balance / DC combo design

    By SteveH, December 15, 2006
    • 2 replies
    • 1.5k views
    • 
    • Penman2006
    • December 17, 2006

49. Cash-Balance Vesting Requirement

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

50. New Small Plan and Non Discrimination

    By Gary, December 14, 2006
    • 4 replies
    • 1.2k views
    • 
    • ak2ary
    • December 15, 2006