Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. deductibility of Contributions

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

2. Plan Design - Non Discrimination

   By Gary, November 29, 2006
   • 4 replies
   • 1.5k views
   • 
   • SoCalActuary
   • November 29, 2006

3. Non-deductible contributions

   By Guest flogger, November 27, 2006
   • 1 reply
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • November 28, 2006

4. Vesting upon soft freeze

   By dmb, November 13, 2006
   • 6 replies
   • 5.5k views
   • 
   • Guest
   • November 24, 2006

5. Changing to a DB plans with benefits by group

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

6. DB Limits from 1991?

   By JButtrick, November 17, 2006
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • November 20, 2006

7. default rollovers- DB plans

   By Guest Teddie, November 17, 2006
   • 0 replies
   • 1k views
   • 
   • Guest
   • November 17, 2006

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

   By flosfur, November 11, 2006
   • 9 replies
   • 63.2k views
   • 
   • Guest
   • November 17, 2006

9. Monkeys...

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

10. Calculating Normal Accrual Rates and Equivalent Allocation Rates

    By Guest Grumpy456, November 8, 2006
    • 4 replies
    • 7.6k views
    • 
    • Guest
    • November 17, 2006

11. DB/DC COmbined Plan Limits

    By Gary, October 5, 2006
    • 8 replies
    • 3.2k views
    • 
    • AndyH
    • November 17, 2006

12. Deductibility of Contribution

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

13. Prospective clients that have funded a SEP IRA

    By SteveH, November 14, 2006
    • 12 replies
    • 2.9k views
    • 
    • AndyH
    • November 16, 2006

14. Deadline

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

15. RMDs based on final regs

    By Gary, October 18, 2006
    • 13 replies
    • 3.3k views
    • 
    • flosfur
    • November 15, 2006

16. Termination of Frozen DB

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

17. Commissions on Life Insurance

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

18. New Mortality Table for Current Liability

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

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

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

20. Plan Loans to Owners

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

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

    By Guest saeissler, October 31, 2006
    • 14 replies
    • 3.1k views
    • 
    • Mike Preston
    • November 3, 2006

22. withdrawal liability assumptions

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

23. 404(a)(7) Limit Applicability

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

24. Project UC vs. Traditional UC

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

25. PPA 06

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

26. Termination of DB Plan / Qualified Replacement Plan

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

27. FAS 158

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

28. Unfreezing DB Plan

    By Dougsbpc, October 20, 2006
    • 22 replies
    • 7.2k views
    • 
    • david rigby
    • October 31, 2006

29. Problems with Takeover Business

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

30. Unique Plan Freeze

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

31. Terminated DB plan gets more money

    By Guest DIY, October 26, 2006
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • October 27, 2006

32. Plan Termination - Benefit options

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

33. PPA Phased Retirement Rules

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

34. Section 72(d)

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

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

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

36. RMD in DB using Annuity method

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

37. DB Terminations

    By J. Bringhurst, October 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • J. Bringhurst
    • October 24, 2006

38. QDRO - sex distinct mortality

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

39. DB Plan & New Comparability PS Plan

    By dmb, October 23, 2006
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • October 23, 2006

40. Application Of FAS 87 to NQDC Plan

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

41. Faster vesting for group of employees

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

42. Benefits Other Than Retirement Benefits

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

43. Required Minimum Distribution

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

44. IAS 19

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

45. DB Termination

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

46. Nondiscrimination testing of Cash Balance plans

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

47. PBGC electronic form filing

    By Gary, August 31, 2006
    • 9 replies
    • 3.3k views
    • 
    • Guest
    • October 10, 2006

48. Cash Balance Interest Basis-Protected Benefit?

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

49. Maybe a silly question about normal form

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

50. Break in Service Question

    By SteveH, October 3, 2006
    • 14 replies
    • 5k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2006