Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. Faster vesting for group of employees

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

2. Benefits Other Than Retirement Benefits

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

3. Required Minimum Distribution

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

4. IAS 19

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

5. DB Termination

   By goldtpa, October 13, 2006
   • 4 replies
   • 1.5k views
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   • goldtpa
   • October 13, 2006

6. Nondiscrimination testing of Cash Balance plans

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

7. PBGC electronic form filing

   By Gary, August 31, 2006
   • 9 replies
   • 3.2k views
   • 
   • Guest
   • October 10, 2006

8. Cash Balance Interest Basis-Protected Benefit?

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

9. Maybe a silly question about normal form

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

10. Break in Service Question

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

11. cash balance transfer to 401(k)

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

12. Septuagenerian new hire

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

13. Waiver of Benefits under a DB Plan

    By Guest EMM118, October 2, 2006
    • 7 replies
    • 2.1k views
    • 
    • SteveH
    • October 3, 2006

14. Auditing a DB plan

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

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

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

16. Deduction When Plan Year does not match Tax Year

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

17. Pension Plan Investments

    By Gary, September 28, 2006
    • 6 replies
    • 1.4k views
    • 
    • Gary
    • September 29, 2006

18. Webcast concerns

    By SoCalActuary, September 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • SoCalActuary
    • September 27, 2006

19. Dolgoff Plans? Anyone know anything about these?

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

20. Underfunded DB Plans and VEBA's

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

21. "air time"

    By joel, September 22, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 2006

22. Whipsaw Eliminated

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

23. New 2006/2007 PPA Unfunded Current Liability Max Deduction

    By Blinky the 3-eyed Fish, August 31, 2006
    • 9 replies
    • 2.6k views
    • 
    • ak2ary
    • September 20, 2006

24. Deductions and CL Interest 2006

    By SoCalActuary, September 13, 2006
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • September 19, 2006

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

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

26. Subsidized benefits and plan termination

    By Guest Mike Spickard, December 2, 2005
    • 1 reply
    • 1.5k views
    • 
    • ishi
    • September 19, 2006

27. PBGC Plan Termination Funding Deadline

    By YankeeFan, September 13, 2006
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • September 19, 2006

28. Non-Discrimination Test

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

29. QSERP Question

    By Guest CKING1, May 27, 2005
    • 4 replies
    • 4k views
    • 
    • AndyH
    • September 18, 2006

30. Permissive Aggregation

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

31. DB Post Retirement Health Benefits

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

32. Benefit payments in owner-only DB plan

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

33. Immediate Lump Sums and the QJSA

    By John Feldt ERPA CPC QPA, September 13, 2006
    • 3 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 13, 2006

34. Closing a Defined Benefit Plan

    By Guest donmartin, September 12, 2006
    • 3 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 13, 2006

35. Compensation for Non Discrimination Testing

    By Gary, September 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • September 13, 2006

36. DB required contribution exceeds S-Corp Income

    By Guest TracyAndrews, February 7, 2001
    • 7 replies
    • 6.4k views
    • 
    • Guest
    • September 12, 2006

37. 2 cash balance questions

    By Guest lerieleech, August 21, 2006
    • 12 replies
    • 2.9k views
    • 
    • SteveH
    • September 11, 2006

38. Waiver of Benefits under a DB Plan

    By Guest EMM118, September 8, 2006
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • September 8, 2006

39. Recharacterizing 2006 Quarterly as 2005 Contribution

    By Guest mingblue, September 5, 2006
    • 17 replies
    • 2.5k views
    • 
    • Effen
    • September 7, 2006

40. 415 DeMinimus 10k Benefit

    By JAY21, September 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • September 6, 2006

41. Amendment After Year End

    By Dougsbpc, September 1, 2006
    • 5 replies
    • 2k views
    • 
    • Dougsbpc
    • September 6, 2006

42. timing of remitance of manditory participant contributions

    By Guest JGriner, September 5, 2006
    • 11 replies
    • 2k views
    • 
    • Guest
    • September 6, 2006

43. Suspension of Benefit at 100% Pay Limit

    By SoCalActuary, September 6, 2006
    • 0 replies
    • 1.1k views
    • 
    • SoCalActuary
    • September 6, 2006

44. Top Heavy in DB w SEP?

    By Dennis Povloski, September 5, 2006
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • September 5, 2006

45. Underfunded DB Plan

    By JAY21, August 29, 2006
    • 6 replies
    • 1.7k views
    • 
    • ak2ary
    • September 1, 2006

46. Beneficiary Designation

    By Guest MC2, August 31, 2006
    • 7 replies
    • 2.4k views
    • 
    • AndyH
    • September 1, 2006

47. 412(b) explanation

    By wsp, August 30, 2006
    • 5 replies
    • 1.9k views
    • 
    • Effen
    • August 31, 2006

48. PPA PBGC full funding exemption

    By dmb, August 30, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 31, 2006

49. 412i plan exceeding max 415 lump sum

    By Guest sueczer, August 24, 2006
    • 8 replies
    • 2.6k views
    • 
    • AndyH
    • August 31, 2006

50. 415 lump sum limits

    By Gary, August 31, 2006
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • August 31, 2006