Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Life Insurance in a DB plan

   By AndyH, December 7, 2006
   • 4 replies
   • 1.8k views
   • 
   • AndyH
   • December 29, 2006

2. Proposed 415 Regulations

   By Gary, December 29, 2006
   • 2 replies
   • 1.2k views
   • 
   • SoCalActuary
   • December 29, 2006

3. Joint and Survivor Question

   By Guest MC2, December 27, 2006
   • 12 replies
   • 2.6k views
   • 
   • Guest
   • December 28, 2006

4. PPA - 90 --> 180 day notice requirement

   By J. Bringhurst, December 26, 2006
   • 2 replies
   • 2.5k views
   • 
   • J. Bringhurst
   • December 27, 2006

5. Direct Roll Over Into Same Plan

   By Guest John Comelately, December 25, 2006
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • December 26, 2006

6. 414k Election/Status/New Ideas

   By Guest John Comelately, December 25, 2006
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • December 25, 2006

7. prior cash outs

   By Draper55, December 22, 2006
   • 2 replies
   • 1.3k views
   • 
   • Draper55
   • December 22, 2006

8. 415 limit

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

9. 415 & Plan Term

   By Penman2006, December 20, 2006
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • December 21, 2006

10. Cash Balance - Lump Sums

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

11. Disability Rate Tables

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

12. PPA - Restrictions on Benefit Payments

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

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

    By ak2ary, December 12, 2006
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • December 17, 2006

14. Cash Balance / DC combo design

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

15. New Small Plan and Non Discrimination

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

16. 401(a)(26) for DB with Benefit Offset

    By John Feldt ERPA CPC QPA, September 7, 2006
    • 11 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006

17. DB Plan & Affiliated Service Group

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

18. Life Insurance in DB PLan

    By Gary, December 8, 2006
    • 3 replies
    • 1.8k views
    • 
    • WDIK
    • December 13, 2006

19. DB Plans for K1 Income

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

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

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

21. SEP IRA at LLC level

    By Guest aincog, December 13, 2006
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • December 13, 2006

22. Required Minimum Distribution

    By flosfur, December 4, 2006
    • 14 replies
    • 3.6k views
    • 
    • Gary
    • December 13, 2006

23. Overfunded DB Plan

    By 12AX7, December 11, 2006
    • 7 replies
    • 1.9k views
    • 
    • AndyH
    • December 12, 2006

24. 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

25. Definition of Affiliated Service Group

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

26. PBGC Coverage

    By nancy, December 11, 2006
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • December 11, 2006

27. 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

28. PEFA 2004 Amendment

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

29. retroactive benefit reduction

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

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

    By Gary, December 9, 2006
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • December 9, 2006

31. Minimum Distribution Amendment

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

32. DB DC Combo resources

    By ombskid, December 4, 2006
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • December 4, 2006

33. "Accelerated" Breaks In Service

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

34. cash balance add-on plans

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

35. deductibility of Contributions

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

36. Plan Design - Non Discrimination

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

37. Non-deductible contributions

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

38. Vesting upon soft freeze

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

39. Changing to a DB plans with benefits by group

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

40. DB Limits from 1991?

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

41. default rollovers- DB plans

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

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

    By flosfur, November 11, 2006
    • 9 replies
    • 62.6k views
    • 
    • Guest
    • November 17, 2006

43. Monkeys...

    By Guest Donkey Kong, November 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • November 17, 2006

44. Calculating Normal Accrual Rates and Equivalent Allocation Rates

    By Guest Grumpy456, November 8, 2006
    • 4 replies
    • 7.5k views
    • 
    • Guest
    • November 17, 2006

45. DB/DC COmbined Plan Limits

    By Gary, October 5, 2006
    • 8 replies
    • 3.1k views
    • 
    • AndyH
    • November 17, 2006

46. Deductibility of Contribution

    By Dougsbpc, November 15, 2006
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • November 17, 2006

47. Prospective clients that have funded a SEP IRA

    By SteveH, November 14, 2006
    • 12 replies
    • 2.8k views
    • 
    • AndyH
    • November 16, 2006

48. Deadline

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

49. RMDs based on final regs

    By Gary, October 18, 2006
    • 13 replies
    • 3.2k views
    • 
    • flosfur
    • November 15, 2006

50. Termination of Frozen DB

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