Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. First Year PBGC Premium for Cash Balance Plan

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

2. Top heavy and excluded employees

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

3. Changes to note for 2007 valuations

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

4. Mandaory Distribution at age 65?

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

5. 30 Year Treasury Rate

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

6. two plan top heavy question

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

7. Plan Termination Question

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

8. Mortality Tables, rates

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

9. Plan that never reported FAS

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

10. Insurance In a Frozen DB Plan

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

11. Frozen DB Plan - W2 Box 13

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

12. Deferring Benefit

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

13. Pension Payout Issue

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

14. PBGC Insured Benefits

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

15. valuing a step ab

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

16. Calculation of most valuable benefit

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

17. Benefit Statements

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

18. PBGC filing after spin off

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

19. SFAS 87/132/158

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

20. RPA '94 Current Liability

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

21. Plan Asset-irrevocable annuity contract

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

22. Restricted EE - Top 25 List

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

23. DB with old SEP

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

24. Life Insurance in a DB plan

    By AndyH, December 7, 2006
    • 4 replies
    • 1.7k views
    • 
    • AndyH
    • December 29, 2006

25. Proposed 415 Regulations

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

26. Joint and Survivor Question

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

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

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

28. Direct Roll Over Into Same Plan

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

29. 414k Election/Status/New Ideas

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

30. prior cash outs

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

31. 415 limit

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

32. 415 & Plan Term

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

33. Cash Balance - Lump Sums

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

34. Disability Rate Tables

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

35. PPA - Restrictions on Benefit Payments

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

36. Early Ret Factors give rise to BFTS Rights Features?

    By ak2ary, December 12, 2006
    • 12 replies
    • 2.4k views
    • 
    • Guest
    • December 17, 2006

37. Cash Balance / DC combo design

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

38. New Small Plan and Non Discrimination

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

39. 401(a)(26) for DB with Benefit Offset

    By John Feldt ERPA CPC QPA, September 7, 2006
    • 11 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006

40. DB Plan & Affiliated Service Group

    By JAY21, December 12, 2006
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • December 14, 2006

41. Life Insurance in DB PLan

    By Gary, December 8, 2006
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • December 13, 2006

42. DB Plans for K1 Income

    By Guest aincog, December 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • December 13, 2006

43. What is considered an Affiliated Service Group for retirement plan issues.

    By Guest aincog, December 13, 2006
    • 1 reply
    • 978 views
    • 
    • Guest
    • December 13, 2006

44. SEP IRA at LLC level

    By Guest aincog, December 13, 2006
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • December 13, 2006

45. Required Minimum Distribution

    By flosfur, December 4, 2006
    • 14 replies
    • 3.5k views
    • 
    • Gary
    • December 13, 2006

46. Overfunded DB Plan

    By 12AX7, December 11, 2006
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • December 12, 2006

47. K1 earned income from LLC Partnership: DB Plan eligible at what level...individual / LLC

    By Guest aincog, December 11, 2006
    • 1 reply
    • 2.2k views
    • 
    • SoCalActuary
    • December 12, 2006

48. Definition of Affiliated Service Group

    By Guest aincog, December 11, 2006
    • 2 replies
    • 5.3k views
    • 
    • Belgarath
    • December 12, 2006

49. PBGC Coverage

    By nancy, December 11, 2006
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • December 11, 2006

50. Majority Owner Waiving Benefit in DB Plan on Plan Termination

    By Guest Grumpy456, November 17, 2006
    • 6 replies
    • 2.8k views
    • 
    • SoCalActuary
    • December 11, 2006