Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Vesting in CB plan

   By JanetM, March 1, 2007
   • 4 replies
   • 2.1k views
   • 
   • John Feldt ERPA CPC QPA
   • March 5, 2007

2. More on RMDs made in 2006, 2007

   By Gary, February 28, 2007
   • 5 replies
   • 1.5k views
   • 
   • AndyH
   • March 5, 2007

3. Top-Heavy minimum

   By Guest lerieleech, March 2, 2007
   • 3 replies
   • 2.9k views
   • 
   • Guest
   • March 3, 2007

4. Inability to Fund after Death

   By Dougsbpc, March 1, 2007
   • 7 replies
   • 1.9k views
   • 
   • Dougsbpc
   • March 2, 2007

5. Lump Sums at Plan Term

   By Guest mingblue, February 23, 2007
   • 13 replies
   • 3k views
   • 
   • david rigby
   • March 1, 2007

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

   By John Feldt ERPA CPC QPA, February 27, 2007
   • 8 replies
   • 2.2k views
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   • John Feldt ERPA CPC QPA
   • February 28, 2007

7. PFEA or PPA lump sum language on restatement?

   By Guest Bearlee, February 26, 2007
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • February 27, 2007

8. Variable Annuity Plan

   By AndyH, February 26, 2007
   • 0 replies
   • 1.7k views
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   • AndyH
   • February 26, 2007

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

   By Guest sueczer, February 23, 2007
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 23, 2007

10. Excess Employer Securities in DB Plan

    By Guest mingblue, February 22, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 23, 2007

11. Distribution In-Kind

    By Gary, February 21, 2007
    • 1 reply
    • 2.1k views
    • 
    • David MacLennan
    • February 21, 2007

12. Which mortality table for 2007 lump sums?

    By tuni88, January 21, 2007
    • 13 replies
    • 2.5k views
    • 
    • FAPInJax
    • February 21, 2007

13. Payment of Cash Benefit

    By Guest MC2, February 19, 2007
    • 6 replies
    • 1.8k views
    • 
    • Effen
    • February 21, 2007

14. Vesting Schedule Amendment

    By Gary, February 20, 2007
    • 1 reply
    • 1.9k views
    • 
    • SoCalActuary
    • February 20, 2007

15. 401(a)(26)-meaningful benefits

    By Guest lerieleech, February 20, 2007
    • 1 reply
    • 1.9k views
    • 
    • SoCalActuary
    • February 20, 2007

16. Lump sum distribution

    By Guest Nini, February 20, 2007
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • February 20, 2007

17. NON-QUALIFYING ASSETS

    By Guest dbgirl, February 20, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 20, 2007

18. Impact of PPA on annuity prices

    By AndyH, February 16, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 16, 2007

19. Are any auditors pushing back?

    By tuni88, February 11, 2007
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • February 16, 2007

20. Distribution of Real Estate

    By Gary, February 14, 2007
    • 6 replies
    • 2.6k views
    • 
    • Gary
    • February 15, 2007

21. Coverage Testing of Employee Choice

    By AndyH, February 14, 2007
    • 0 replies
    • 1.2k views
    • 
    • AndyH
    • February 14, 2007

22. Actuarial Equivalence

    By Guest Nini, February 12, 2007
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • February 14, 2007

23. PBGC plan termination

    By Gary, February 13, 2007
    • 6 replies
    • 1.9k views
    • 
    • david rigby
    • February 13, 2007

24. PBGC premiums for 2007

    By david rigby, February 6, 2007
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • February 13, 2007

25. Required Minimum Distributions

    By Gary, February 10, 2007
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • February 13, 2007

26. PBGC Coverage

    By Gary, February 10, 2007
    • 2 replies
    • 1.8k views
    • 
    • Gary
    • February 13, 2007

27. Cushion amount

    By Guest skc, February 10, 2007
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 10, 2007

28. Trust Tax ID Number

    By Guest mingblue, February 9, 2007
    • 8 replies
    • 5.4k views
    • 
    • mwyatt
    • February 10, 2007

29. Contributions to a Trust Without a Tax ID ?

    By Guest mingblue, February 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 9, 2007

30. Plan Converted to Cash Balance Plan?

    By Guest MC2, February 9, 2007
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • February 9, 2007

31. Brokerage Account and DB Plan

    By Guest mingblue, February 7, 2007
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • February 9, 2007

32. Qualified Employer Security

    By Gary, February 8, 2007
    • 0 replies
    • 1.6k views
    • 
    • Gary
    • February 8, 2007

33. Relative Value

    By zimbo, June 16, 2006
    • 8 replies
    • 5.5k views
    • 
    • ak2ary
    • February 8, 2007

34. Restricted Distribution

    By Guest BDZ, February 8, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 8, 2007

35. Restricted Distributions beyond NRD

    By Guest BDZ, February 8, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 8, 2007

36. Follow-up mortality table question

    By tuni88, February 3, 2007
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • February 5, 2007

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

    By tuni88, February 3, 2007
    • 4 replies
    • 2.1k views
    • 
    • SoCalActuary
    • February 5, 2007

38. DB-DC Combo Test

    By JAY21, February 1, 2007
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • February 3, 2007

39. The World of Prohibited Transactions

    By Gary, February 3, 2007
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • February 3, 2007

40. Looking for this annuity table

    By jkharvey, January 31, 2007
    • 12 replies
    • 2.8k views
    • 
    • jkharvey
    • February 3, 2007

41. 401(a)(4) and Safe Harbor Plan

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

42. Initial Qualification under RAPs

    By BTG, January 29, 2007
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 31, 2007

43. 401(a)(26) question

    By Guest lerieleech, January 29, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 30, 2007

44. Effective Date for FAS158?

    By tuni88, January 25, 2007
    • 8 replies
    • 2.7k views
    • 
    • Don Levit
    • January 29, 2007

45. Reasonable funding method

    By flosfur, January 24, 2007
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 25, 2007

46. Section 415 Lump Sum Limits

    By Guest gam4, January 23, 2007
    • 2 replies
    • 2.3k views
    • 
    • flosfur
    • January 24, 2007

47. Benefits Subject to taxes

    By Gary, January 24, 2007
    • 0 replies
    • 1.2k views
    • 
    • Gary
    • January 24, 2007

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

    By Guest EMM118, January 19, 2007
    • 4 replies
    • 1.8k views
    • 
    • Gary
    • January 24, 2007

49. 404(a)(1)(A)(ii) (5 year amortization)

    By YankeeFan, January 24, 2007
    • 2 replies
    • 1.6k views
    • 
    • FAPInJax
    • January 24, 2007

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

    By Guest IRISH79, January 23, 2007
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • January 24, 2007