Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. 401(a)(26)-meaningful benefits

   By Guest lerieleech, February 20, 2007
   • 1 reply
   • 1.8k views
   • 
   • SoCalActuary
   • February 20, 2007

2. Lump sum distribution

   By Guest Nini, February 20, 2007
   • 3 replies
   • 1.6k views
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   • david rigby
   • February 20, 2007

3. NON-QUALIFYING ASSETS

   By Guest dbgirl, February 20, 2007
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 20, 2007

4. Impact of PPA on annuity prices

   By AndyH, February 16, 2007
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • February 16, 2007

5. Are any auditors pushing back?

   By tuni88, February 11, 2007
   • 5 replies
   • 1.6k views
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   • AndyH
   • February 16, 2007

6. Distribution of Real Estate

   By Gary, February 14, 2007
   • 6 replies
   • 2.4k views
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   • Gary
   • February 15, 2007

7. Coverage Testing of Employee Choice

   By AndyH, February 14, 2007
   • 0 replies
   • 1.1k views
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   • AndyH
   • February 14, 2007

8. Actuarial Equivalence

   By Guest Nini, February 12, 2007
   • 4 replies
   • 1.8k views
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   • John Feldt ERPA CPC QPA
   • February 14, 2007

9. PBGC plan termination

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

10. PBGC premiums for 2007

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

11. Required Minimum Distributions

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

12. PBGC Coverage

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

13. Cushion amount

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

14. Trust Tax ID Number

    By Guest mingblue, February 9, 2007
    • 8 replies
    • 5.3k views
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    • mwyatt
    • February 10, 2007

15. Contributions to a Trust Without a Tax ID ?

    By Guest mingblue, February 9, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • February 9, 2007

16. Plan Converted to Cash Balance Plan?

    By Guest MC2, February 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • February 9, 2007

17. Brokerage Account and DB Plan

    By Guest mingblue, February 7, 2007
    • 5 replies
    • 2k views
    • 
    • Guest
    • February 9, 2007

18. Qualified Employer Security

    By Gary, February 8, 2007
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • February 8, 2007

19. Relative Value

    By zimbo, June 16, 2006
    • 8 replies
    • 5.3k views
    • 
    • ak2ary
    • February 8, 2007

20. Restricted Distribution

    By Guest BDZ, February 8, 2007
    • 0 replies
    • 1.4k views
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    • Guest
    • February 8, 2007

21. Restricted Distributions beyond NRD

    By Guest BDZ, February 8, 2007
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 8, 2007

22. Follow-up mortality table question

    By tuni88, February 3, 2007
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • February 5, 2007

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

    By tuni88, February 3, 2007
    • 4 replies
    • 2k views
    • 
    • SoCalActuary
    • February 5, 2007

24. DB-DC Combo Test

    By JAY21, February 1, 2007
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • February 3, 2007

25. The World of Prohibited Transactions

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

26. Looking for this annuity table

    By jkharvey, January 31, 2007
    • 12 replies
    • 2.5k views
    • 
    • jkharvey
    • February 3, 2007

27. 401(a)(4) and Safe Harbor Plan

    By Dougsbpc, February 1, 2007
    • 2 replies
    • 1.9k views
    • 
    • Dougsbpc
    • February 1, 2007

28. Initial Qualification under RAPs

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

29. 401(a)(26) question

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

30. Effective Date for FAS158?

    By tuni88, January 25, 2007
    • 8 replies
    • 2.5k views
    • 
    • Don Levit
    • January 29, 2007

31. Reasonable funding method

    By flosfur, January 24, 2007
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • January 25, 2007

32. Section 415 Lump Sum Limits

    By Guest gam4, January 23, 2007
    • 2 replies
    • 2.2k views
    • 
    • flosfur
    • January 24, 2007

33. Benefits Subject to taxes

    By Gary, January 24, 2007
    • 0 replies
    • 1k views
    • 
    • Gary
    • January 24, 2007

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

    By Guest EMM118, January 19, 2007
    • 4 replies
    • 1.7k views
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    • Gary
    • January 24, 2007

35. 404(a)(1)(A)(ii) (5 year amortization)

    By YankeeFan, January 24, 2007
    • 2 replies
    • 1.5k views
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    • FAPInJax
    • January 24, 2007

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

    By Guest IRISH79, January 23, 2007
    • 3 replies
    • 1.3k views
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    • AndyH
    • January 24, 2007

37. FASB when plan is frozen

    By Guest skc, January 23, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 23, 2007

38. Maximum Cash Balance Contribution

    By abanky, January 23, 2007
    • 3 replies
    • 1.9k views
    • 
    • SoCalActuary
    • January 23, 2007

39. CB/PS combo testing

    By Penman2006, January 22, 2007
    • 2 replies
    • 1.4k views
    • 
    • Penman2006
    • January 22, 2007

40. Calculation of late retirement benefit

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

41. 30-year Treasury Securities Interest Rate

    By Guest DIY, January 17, 2007
    • 2 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 18, 2007

42. Sole Prop/S-Corp & DB Contribution

    By flosfur, January 16, 2007
    • 4 replies
    • 2.2k views
    • 
    • SoCalActuary
    • January 17, 2007

43. Aggregation of Single with Multiemployer Plan

    By Dougsbpc, December 26, 2006
    • 2 replies
    • 1.7k views
    • 
    • Dougsbpc
    • January 17, 2007

44. PBGC Form 500 filing timing

    By Richard Anderson, January 12, 2007
    • 4 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2007

45. EIN ends in 6, Cash Balance Plan

    By John Feldt ERPA CPC QPA, December 21, 2006
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • January 16, 2007

46. First Year PBGC Premium for Cash Balance Plan

    By Dennis Povloski, January 5, 2007
    • 5 replies
    • 2.1k views
    • 
    • flosfur
    • January 16, 2007

47. Top heavy and excluded employees

    By SteveH, January 12, 2007
    • 10 replies
    • 4.2k views
    • 
    • SteveH
    • January 15, 2007

48. Changes to note for 2007 valuations

    By mwyatt, January 11, 2007
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • January 12, 2007

49. Mandaory Distribution at age 65?

    By Guest IRISH79, January 11, 2007
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • January 11, 2007

50. 30 Year Treasury Rate

    By flosfur, January 11, 2007
    • 1 reply
    • 1.6k views
    • 
    • Everett Moreland
    • January 11, 2007