Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. PBGC Coverage

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

2. Cushion amount

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

3. Trust Tax ID Number

   By Guest mingblue, February 9, 2007
   • 8 replies
   • 5.2k views
   • 
   • mwyatt
   • February 10, 2007

4. Contributions to a Trust Without a Tax ID ?

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

5. Plan Converted to Cash Balance Plan?

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

6. Brokerage Account and DB Plan

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

7. Qualified Employer Security

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

8. Relative Value

   By zimbo, June 16, 2006
   • 8 replies
   • 5.2k views
   • 
   • ak2ary
   • February 8, 2007

9. Restricted Distribution

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

10. Restricted Distributions beyond NRD

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

11. Follow-up mortality table question

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

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

    By tuni88, February 3, 2007
    • 4 replies
    • 1.9k views
    • 
    • SoCalActuary
    • February 5, 2007

13. DB-DC Combo Test

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

14. The World of Prohibited Transactions

    By Gary, February 3, 2007
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • February 3, 2007

15. Looking for this annuity table

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

16. 401(a)(4) and Safe Harbor Plan

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

17. Initial Qualification under RAPs

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

18. 401(a)(26) question

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

19. Effective Date for FAS158?

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

20. Reasonable funding method

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

21. Section 415 Lump Sum Limits

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

22. Benefits Subject to taxes

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

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

    By Guest EMM118, January 19, 2007
    • 4 replies
    • 1.6k views
    • 
    • Gary
    • January 24, 2007

24. 404(a)(1)(A)(ii) (5 year amortization)

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

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

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

26. FASB when plan is frozen

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

27. Maximum Cash Balance Contribution

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

28. CB/PS combo testing

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

29. Calculation of late retirement benefit

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

30. 30-year Treasury Securities Interest Rate

    By Guest DIY, January 17, 2007
    • 2 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 18, 2007

31. Sole Prop/S-Corp & DB Contribution

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

32. Aggregation of Single with Multiemployer Plan

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

33. PBGC Form 500 filing timing

    By Richard Anderson, January 12, 2007
    • 4 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2007

34. 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

35. First Year PBGC Premium for Cash Balance Plan

    By Dennis Povloski, January 5, 2007
    • 5 replies
    • 2k views
    • 
    • flosfur
    • January 16, 2007

36. Top heavy and excluded employees

    By SteveH, January 12, 2007
    • 10 replies
    • 4.1k views
    • 
    • SteveH
    • January 15, 2007

37. Changes to note for 2007 valuations

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

38. Mandaory Distribution at age 65?

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

39. 30 Year Treasury Rate

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

40. two plan top heavy question

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

41. Plan Termination Question

    By Guest mingblue, January 8, 2007
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • January 11, 2007

42. Mortality Tables, rates

    By Gary, January 9, 2007
    • 5 replies
    • 3.4k views
    • 
    • Gary
    • January 10, 2007

43. Plan that never reported FAS

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

44. Insurance In a Frozen DB Plan

    By Guest merlin, January 9, 2007
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • January 9, 2007

45. Frozen DB Plan - W2 Box 13

    By Guest notapensiongeek, January 9, 2007
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • January 9, 2007

46. Deferring Benefit

    By Guest Nini, January 9, 2007
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • January 9, 2007

47. Pension Payout Issue

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

48. PBGC Insured Benefits

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

49. valuing a step ab

    By abanky, January 5, 2007
    • 0 replies
    • 1.1k views
    • 
    • abanky
    • January 5, 2007

50. Calculation of most valuable benefit

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