Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 404(a)(7) Limit Applicability

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

2. Project UC vs. Traditional UC

   By JAY21, November 1, 2006
   • 3 replies
   • 3.3k views
   • 
   • Guest
   • November 2, 2006

3. withdrawal liability assumptions

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

4. Termination of DB Plan / Qualified Replacement Plan

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

5. FAS 158

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

6. 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

7. Unique Plan Freeze

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

8. Terminated DB plan gets more money

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

9. Problems with Takeover Business

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

10. Section 72(d)

    By abanky, October 26, 2006
    • 0 replies
    • 1k views
    • 
    • abanky
    • October 26, 2006

11. Plan Termination - Benefit options

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

12. PPA Phased Retirement Rules

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

13. PEFA 2004 Amendment

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

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

    By himt4, October 25, 2006
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • October 26, 2006

15. RMD in DB using Annuity method

    By himt4, October 24, 2006
    • 4 replies
    • 2.5k views
    • 
    • himt4
    • October 25, 2006

16. DB Plan & New Comparability PS Plan

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

17. Unfreezing DB Plan

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

18. RMDs based on final regs

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

19. Faster vesting for group of employees

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

20. Application Of FAS 87 to NQDC Plan

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

21. Benefits Other Than Retirement Benefits

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

22. Required Minimum Distribution

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

23. IAS 19

    By Below Ground, October 16, 2006
    • 2 replies
    • 1.3k views
    • 
    • Below Ground
    • October 16, 2006

24. DB Termination

    By goldtpa, October 13, 2006
    • 4 replies
    • 1.6k views
    • 
    • goldtpa
    • October 13, 2006

25. DB Terminations

    By J. Bringhurst, October 10, 2006
    • 4 replies
    • 1.8k views
    • 
    • J. Bringhurst
    • October 24, 2006

26. Maybe a silly question about normal form

    By abanky, October 9, 2006
    • 4 replies
    • 1.6k views
    • 
    • abanky
    • October 9, 2006

27. cash balance transfer to 401(k)

    By Guest anne1, October 6, 2006
    • 5 replies
    • 2.6k views
    • 
    • SoCalActuary
    • October 6, 2006

28. DB/DC COmbined Plan Limits

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

29. Septuagenerian new hire

    By Guest Etseq, October 5, 2006
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • October 5, 2006

30. DB participation

    By Guest lerieleech, October 3, 2006
    • 21 replies
    • 3.9k views
    • 
    • figure 8
    • February 9, 2016

31. Break in Service Question

    By SteveH, October 3, 2006
    • 14 replies
    • 4.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2006

32. Spinoff to terminate?

    By Guest lerieleech, October 3, 2006
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • October 15, 2008

33. Waiver of Benefits under a DB Plan

    By Guest EMM118, October 2, 2006
    • 7 replies
    • 2.2k views
    • 
    • SteveH
    • October 3, 2006

34. Auditing a DB plan

    By lexi, October 2, 2006
    • 2 replies
    • 1.3k views
    • 
    • JanetM
    • October 3, 2006

35. Do the Attribution Rules Apply?

    By mming, October 1, 2006
    • 4 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 25, 2019

36. Nondiscrimination testing of Cash Balance plans

    By Guest TedMunice, September 29, 2006
    • 2 replies
    • 2.4k views
    • 
    • SoCalActuary
    • October 13, 2006

37. Corrective amendment to pass 401(a)(4)

    By Guest sueczer, September 29, 2006
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • September 29, 2006

38. Cash Balance Interest Basis-Protected Benefit?

    By Guest ak, September 29, 2006
    • 2 replies
    • 1.4k views
    • 
    • ak2ary
    • October 9, 2006

39. Pension Plan Investments

    By Gary, September 28, 2006
    • 6 replies
    • 1.5k views
    • 
    • Gary
    • September 29, 2006

40. Webcast concerns

    By SoCalActuary, September 27, 2006
    • 0 replies
    • 1.2k views
    • 
    • SoCalActuary
    • September 27, 2006

41. Deduction When Plan Year does not match Tax Year

    By Dougsbpc, September 27, 2006
    • 6 replies
    • 1.4k views
    • 
    • Dougsbpc
    • September 29, 2006

42. Dolgoff Plans? Anyone know anything about these?

    By Guest divadab, September 25, 2006
    • 3 replies
    • 2.2k views
    • 
    • Ron Snyder
    • September 26, 2006

43. Underfunded DB Plans and VEBA's

    By Guest Thornton, September 22, 2006
    • 5 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 23, 2006

44. "air time"

    By joel, September 22, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 22, 2006

45. Whipsaw Eliminated

    By Penman2006, September 20, 2006
    • 2 replies
    • 1.5k views
    • 
    • Penman2006
    • September 21, 2006

46. Non-Discrimination Test

    By Guest Astro, September 18, 2006
    • 2 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • September 18, 2006

47. Permissive Aggregation

    By JAY21, September 15, 2006
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 15, 2006

48. Actuarial Increase - Interest Only Or Interest and Mortality?

    By Guest merlin, September 15, 2006
    • 7 replies
    • 3.1k views
    • 
    • david rigby
    • September 19, 2006

49. DB Post Retirement Health Benefits

    By JAY21, September 15, 2006
    • 4 replies
    • 1.3k views
    • 
    • Don Levit
    • September 15, 2006

50. Benefit payments in owner-only DB plan

    By Guest Clain, September 14, 2006
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 15, 2006