Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. PEFA 2004 Amendment

   By JButtrick, October 25, 2006
   • 6 replies
   • 2k views
   • 
   • Guest
   • December 11, 2006

2. retroactive benefit reduction

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

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

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

4. Minimum Distribution Amendment

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

5. DB DC Combo resources

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

6. "Accelerated" Breaks In Service

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

7. cash balance add-on plans

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

8. deductibility of Contributions

   By Dougsbpc, November 30, 2006
   • 9 replies
   • 1.5k views
   • 
   • Dougsbpc
   • December 1, 2006

9. Plan Design - Non Discrimination

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

10. Non-deductible contributions

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

11. Vesting upon soft freeze

    By dmb, November 13, 2006
    • 6 replies
    • 5.3k views
    • 
    • Guest
    • November 24, 2006

12. Changing to a DB plans with benefits by group

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

13. DB Limits from 1991?

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

14. default rollovers- DB plans

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

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

    By flosfur, November 11, 2006
    • 9 replies
    • 61.2k views
    • 
    • Guest
    • November 17, 2006

16. Monkeys...

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

17. Calculating Normal Accrual Rates and Equivalent Allocation Rates

    By Guest Grumpy456, November 8, 2006
    • 4 replies
    • 7.3k views
    • 
    • Guest
    • November 17, 2006

18. DB/DC COmbined Plan Limits

    By Gary, October 5, 2006
    • 8 replies
    • 3k views
    • 
    • AndyH
    • November 17, 2006

19. Deductibility of Contribution

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

20. Prospective clients that have funded a SEP IRA

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

21. Deadline

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

22. RMDs based on final regs

    By Gary, October 18, 2006
    • 13 replies
    • 3.1k views
    • 
    • flosfur
    • November 15, 2006

23. Termination of Frozen DB

    By J. Bringhurst, November 13, 2006
    • 2 replies
    • 1.5k views
    • 
    • J. Bringhurst
    • November 13, 2006

24. Commissions on Life Insurance

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

25. New Mortality Table for Current Liability

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

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

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

27. Plan Loans to Owners

    By Gary, November 7, 2006
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • November 7, 2006

28. Application of 404(a)(1)(d)(ii) current liability calc

    By Guest saeissler, October 31, 2006
    • 14 replies
    • 2.9k views
    • 
    • Mike Preston
    • November 3, 2006

29. withdrawal liability assumptions

    By Guest toubledea, November 1, 2006
    • 9 replies
    • 2.7k views
    • 
    • JanetM
    • November 3, 2006

30. 404(a)(7) Limit Applicability

    By bdeancpa, November 1, 2006
    • 9 replies
    • 2.7k views
    • 
    • Belgarath
    • November 3, 2006

31. Project UC vs. Traditional UC

    By JAY21, November 1, 2006
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • November 2, 2006

32. PPA 06

    By Effen, August 24, 2006
    • 26 replies
    • 6.5k views
    • 
    • AndyH
    • November 1, 2006

33. Termination of DB Plan / Qualified Replacement Plan

    By J. Bringhurst, November 1, 2006
    • 0 replies
    • 2k views
    • 
    • J. Bringhurst
    • November 1, 2006

34. FAS 158

    By Guest mingblue, October 31, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 31, 2006

35. Unfreezing DB Plan

    By Dougsbpc, October 20, 2006
    • 22 replies
    • 6.8k views
    • 
    • david rigby
    • October 31, 2006

36. Problems with Takeover Business

    By Below Ground, October 26, 2006
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • October 31, 2006

37. Unique Plan Freeze

    By Gary, October 28, 2006
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • October 30, 2006

38. Terminated DB plan gets more money

    By Guest DIY, October 26, 2006
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • October 27, 2006

39. Plan Termination - Benefit options

    By Guest skc, October 26, 2006
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • October 26, 2006

40. PPA Phased Retirement Rules

    By davef, October 25, 2006
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • October 26, 2006

41. Section 72(d)

    By abanky, October 26, 2006
    • 0 replies
    • 993 views
    • 
    • abanky
    • October 26, 2006

42. starting a new DB plan for a post 70.5er

    By himt4, October 25, 2006
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • October 26, 2006

43. RMD in DB using Annuity method

    By himt4, October 24, 2006
    • 4 replies
    • 2.4k views
    • 
    • himt4
    • October 25, 2006

44. DB Terminations

    By J. Bringhurst, October 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • J. Bringhurst
    • October 24, 2006

45. QDRO - sex distinct mortality

    By Effen, August 9, 2004
    • 9 replies
    • 4.5k views
    • 
    • RTK
    • October 23, 2006

46. DB Plan & New Comparability PS Plan

    By dmb, October 23, 2006
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • October 23, 2006

47. Application Of FAS 87 to NQDC Plan

    By Guest merlin, October 17, 2006
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • October 18, 2006

48. Faster vesting for group of employees

    By Guest Etseq, October 17, 2006
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • October 18, 2006

49. Benefits Other Than Retirement Benefits

    By Guest Day Erisa72, October 17, 2006
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • October 17, 2006

50. Required Minimum Distribution

    By Guest fambrak, October 16, 2006
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • October 17, 2006