Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. prior cash outs

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

2. 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

3. Most Valuable Accrual Rate

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

4. 415 & Plan Term

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

5. Cash Balance - Lump Sums

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

6. 415 limit

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

7. PPA - Restrictions on Benefit Payments

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

8. Disability Rate Tables

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

9. Cash Balance / DC combo design

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

10. Cash-Balance Vesting Requirement

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

11. New Small Plan and Non Discrimination

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

12. RMD in Cash Balance plans

    By SoCalActuary, December 13, 2006
    • 4 replies
    • 9.4k views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

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

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

14. DB Plans for K1 Income

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

15. SEP IRA at LLC level

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

16. DB Plan & Affiliated Service Group

    By JAY21, December 12, 2006
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • December 14, 2006

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

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

18. Definition of Affiliated Service Group

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

19. 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

20. Overfunded DB Plan

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

21. PBGC Coverage

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

22. Voluntary Compliance w/r/t a 412i plan

    By Gary, December 9, 2006
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • December 9, 2006

23. retroactive benefit reduction

    By lexi, December 8, 2006
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 10, 2006

24. Life Insurance in DB PLan

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

25. Life Insurance in a DB plan

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

26. Minimum Distribution Amendment

    By Richard Anderson, December 5, 2006
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • December 6, 2006

27. Required Minimum Distribution

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

28. DB DC Combo resources

    By ombskid, December 4, 2006
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • December 4, 2006

29. "Accelerated" Breaks In Service

    By Guest sabre27, December 4, 2006
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • December 4, 2006

30. cash balance add-on plans

    By Guest ctrapatsos, December 1, 2006
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • December 1, 2006

31. deductibility of Contributions

    By Dougsbpc, November 30, 2006
    • 9 replies
    • 1.6k views
    • 
    • Dougsbpc
    • December 1, 2006

32. Plan Design - Non Discrimination

    By Gary, November 29, 2006
    • 4 replies
    • 1.4k views
    • 
    • SoCalActuary
    • November 29, 2006

33. Non-deductible contributions

    By Guest flogger, November 27, 2006
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 28, 2006

34. Calculating final average earnings

    By Guest Jensen, November 22, 2006
    • 12 replies
    • 5.1k views
    • 
    • TPApril
    • July 25, 2012

35. Changing to a DB plans with benefits by group

    By Guest saeissler, November 20, 2006
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • November 22, 2006

36. default rollovers- DB plans

    By Guest Teddie, November 17, 2006
    • 0 replies
    • 971 views
    • 
    • Guest
    • November 17, 2006

37. DB Limits from 1991?

    By JButtrick, November 17, 2006
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • November 20, 2006

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

    By Guest Grumpy456, November 17, 2006
    • 6 replies
    • 2.9k views
    • 
    • SoCalActuary
    • December 11, 2006

39. Monkeys...

    By Guest Donkey Kong, November 17, 2006
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • November 17, 2006

40. Deadline

    By Guest WantsToLearn, November 16, 2006
    • 1 reply
    • 1.2k views
    • 
    • SteveH
    • November 16, 2006

41. Deductibility of Contribution

    By Dougsbpc, November 15, 2006
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • November 17, 2006

42. Prospective clients that have funded a SEP IRA

    By SteveH, November 14, 2006
    • 12 replies
    • 2.7k views
    • 
    • AndyH
    • November 16, 2006

43. Termination of Frozen DB

    By J. Bringhurst, November 13, 2006
    • 2 replies
    • 1.6k views
    • 
    • J. Bringhurst
    • November 13, 2006

44. Vesting upon soft freeze

    By dmb, November 13, 2006
    • 6 replies
    • 5.4k views
    • 
    • Guest
    • November 24, 2006

45. W-2 wages Vs. Section 3401(a) wages

    By flosfur, November 11, 2006
    • 9 replies
    • 61.8k views
    • 
    • Guest
    • November 17, 2006

46. Calculating Normal Accrual Rates and Equivalent Allocation Rates

    By Guest Grumpy456, November 8, 2006
    • 4 replies
    • 7.4k views
    • 
    • Guest
    • November 17, 2006

47. Commissions on Life Insurance

    By Effen, November 8, 2006
    • 4 replies
    • 1.7k views
    • 
    • SteveH
    • November 10, 2006

48. Plan Loans to Owners

    By Gary, November 7, 2006
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • November 7, 2006

49. New Mortality Table for Current Liability

    By david rigby, November 7, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 10, 2006

50. Underfunded Non-PBGC Plan, Spinoff, and Restricted Distributions

    By SRM, November 6, 2006
    • 6 replies
    • 2.5k views
    • 
    • SRM
    • November 9, 2006