Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Calculating Normal Accrual Rates and Equivalent Allocation Rates

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

2. DB/DC COmbined Plan Limits

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

3. Deductibility of Contribution

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

4. Prospective clients that have funded a SEP IRA

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

5. Deadline

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

6. RMDs based on final regs

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

7. Termination of Frozen DB

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

8. Commissions on Life Insurance

   By Effen, November 8, 2006
   • 4 replies
   • 1.8k views
   • 
   • SteveH
   • November 10, 2006

9. New Mortality Table for Current Liability

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

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

    By SRM, November 6, 2006
    • 6 replies
    • 2.6k views
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    • SRM
    • November 9, 2006

11. Plan Loans to Owners

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

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

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

13. withdrawal liability assumptions

    By Guest toubledea, November 1, 2006
    • 9 replies
    • 2.8k views
    • 
    • JanetM
    • November 3, 2006

14. 404(a)(7) Limit Applicability

    By bdeancpa, November 1, 2006
    • 9 replies
    • 2.8k views
    • 
    • Belgarath
    • November 3, 2006

15. Project UC vs. Traditional UC

    By JAY21, November 1, 2006
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • November 2, 2006

16. PPA 06

    By Effen, August 24, 2006
    • 26 replies
    • 6.7k views
    • 
    • AndyH
    • November 1, 2006

17. Termination of DB Plan / Qualified Replacement Plan

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

18. FAS 158

    By Guest mingblue, October 31, 2006
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 31, 2006

19. Unfreezing DB Plan

    By Dougsbpc, October 20, 2006
    • 22 replies
    • 7k views
    • 
    • david rigby
    • October 31, 2006

20. Problems with Takeover Business

    By Below Ground, October 26, 2006
    • 9 replies
    • 2.1k views
    • 
    • Mike Preston
    • October 31, 2006

21. Unique Plan Freeze

    By Gary, October 28, 2006
    • 7 replies
    • 1.9k views
    • 
    • AndyH
    • October 30, 2006

22. Terminated DB plan gets more money

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

23. Plan Termination - Benefit options

    By Guest skc, October 26, 2006
    • 3 replies
    • 2k views
    • 
    • AndyH
    • October 26, 2006

24. PPA Phased Retirement Rules

    By davef, October 25, 2006
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • October 26, 2006

25. Section 72(d)

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

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

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

27. RMD in DB using Annuity method

    By himt4, October 24, 2006
    • 4 replies
    • 2.6k views
    • 
    • himt4
    • October 25, 2006

28. DB Terminations

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

29. QDRO - sex distinct mortality

    By Effen, August 9, 2004
    • 9 replies
    • 4.6k views
    • 
    • RTK
    • October 23, 2006

30. DB Plan & New Comparability PS Plan

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

31. Application Of FAS 87 to NQDC Plan

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

32. Faster vesting for group of employees

    By Guest Etseq, October 17, 2006
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • October 18, 2006

33. Benefits Other Than Retirement Benefits

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

34. Required Minimum Distribution

    By Guest fambrak, October 16, 2006
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • October 17, 2006

35. IAS 19

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

36. DB Termination

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

37. Nondiscrimination testing of Cash Balance plans

    By Guest TedMunice, September 29, 2006
    • 2 replies
    • 2.5k views
    • 
    • SoCalActuary
    • October 13, 2006

38. PBGC electronic form filing

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

39. Cash Balance Interest Basis-Protected Benefit?

    By Guest ak, September 29, 2006
    • 2 replies
    • 1.5k views
    • 
    • ak2ary
    • October 9, 2006

40. Maybe a silly question about normal form

    By abanky, October 9, 2006
    • 4 replies
    • 1.7k views
    • 
    • abanky
    • October 9, 2006

41. Break in Service Question

    By SteveH, October 3, 2006
    • 14 replies
    • 4.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2006

42. cash balance transfer to 401(k)

    By Guest anne1, October 6, 2006
    • 5 replies
    • 2.8k views
    • 
    • SoCalActuary
    • October 6, 2006

43. Septuagenerian new hire

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

44. Waiver of Benefits under a DB Plan

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

45. Auditing a DB plan

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

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

    By Guest sueczer, September 29, 2006
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • September 29, 2006

47. Deduction When Plan Year does not match Tax Year

    By Dougsbpc, September 27, 2006
    • 6 replies
    • 1.6k views
    • 
    • Dougsbpc
    • September 29, 2006

48. Pension Plan Investments

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

49. Webcast concerns

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

50. Dolgoff Plans? Anyone know anything about these?

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