Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. PBGC Plan Termination Funding Deadline

   By YankeeFan, September 13, 2006
   • 8 replies
   • 2.3k views
   • 
   • Guest
   • September 19, 2006

2. Non-Discrimination Test

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

3. QSERP Question

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

4. Permissive Aggregation

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

5. DB Post Retirement Health Benefits

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

6. Benefit payments in owner-only DB plan

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

7. 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

8. Closing a Defined Benefit Plan

   By Guest donmartin, September 12, 2006
   • 3 replies
   • 2.3k views
   • 
   • John Feldt ERPA CPC QPA
   • September 13, 2006

9. Compensation for Non Discrimination Testing

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

10. DB required contribution exceeds S-Corp Income

    By Guest TracyAndrews, February 7, 2001
    • 7 replies
    • 6.6k views
    • 
    • Guest
    • September 12, 2006

11. 2 cash balance questions

    By Guest lerieleech, August 21, 2006
    • 12 replies
    • 3k views
    • 
    • SteveH
    • September 11, 2006

12. Waiver of Benefits under a DB Plan

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

13. Recharacterizing 2006 Quarterly as 2005 Contribution

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

14. 415 DeMinimus 10k Benefit

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

15. Amendment After Year End

    By Dougsbpc, September 1, 2006
    • 5 replies
    • 2.1k views
    • 
    • Dougsbpc
    • September 6, 2006

16. timing of remitance of manditory participant contributions

    By Guest JGriner, September 5, 2006
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • September 6, 2006

17. Suspension of Benefit at 100% Pay Limit

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

18. Top Heavy in DB w SEP?

    By Dennis Povloski, September 5, 2006
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • September 5, 2006

19. Underfunded DB Plan

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

20. Beneficiary Designation

    By Guest MC2, August 31, 2006
    • 7 replies
    • 2.5k views
    • 
    • AndyH
    • September 1, 2006

21. 412(b) explanation

    By wsp, August 30, 2006
    • 5 replies
    • 2k views
    • 
    • Effen
    • August 31, 2006

22. PPA PBGC full funding exemption

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

23. 412i plan exceeding max 415 lump sum

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

24. 415 lump sum limits

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

25. Is this protected because of timing?

    By C2C, August 30, 2006
    • 5 replies
    • 1.8k views
    • 
    • C2C
    • August 31, 2006

26. Automatic Approval for Change in Valuation Date

    By Guest pm01, August 24, 2006
    • 8 replies
    • 2.1k views
    • 
    • AndyH
    • August 30, 2006

27. What is the effective date for the DB(k)?

    By SteveH, August 28, 2006
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • August 29, 2006

28. Asset Valuation - Prior Question Re-Worded

    By Guest mingblue, August 29, 2006
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • August 29, 2006

29. Asset Valuation

    By ubermax, August 29, 2006
    • 0 replies
    • 1.1k views
    • 
    • ubermax
    • August 29, 2006

30. CBO Estimates

    By SoCalActuary, August 24, 2006
    • 21 replies
    • 3.3k views
    • 
    • SoCalActuary
    • August 28, 2006

31. RPA rates for 2006

    By Effen, August 8, 2006
    • 22 replies
    • 3.8k views
    • 
    • SoCalActuary
    • August 28, 2006

32. PBGC variable premium FFL exemption

    By AndyH, August 23, 2006
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • August 23, 2006

33. mass withdrawal liability

    By Guest tcroscut, August 22, 2006
    • 1 reply
    • 1.7k views
    • 
    • Effen
    • August 22, 2006

34. Interest Rates for Lump Sum Distributions

    By 12AX7, August 19, 2006
    • 1 reply
    • 2.9k views
    • 
    • mwyatt
    • August 19, 2006

35. IBM case is reversed on appeal

    By Guest mjb, August 8, 2006
    • 20 replies
    • 4k views
    • 
    • Guest
    • August 18, 2006

36. PBGC Coverage

    By Dougsbpc, August 18, 2006
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • August 18, 2006

37. Pension Act

    By Blinky the 3-eyed Fish, August 18, 2006
    • 1 reply
    • 1.3k views
    • 
    • Everett Moreland
    • August 18, 2006

38. Increasing Mandatory Cash-Out Limit and 411(d)(6)

    By Guest Grumpy456, August 17, 2006
    • 2 replies
    • 2.7k views
    • 
    • david rigby
    • August 17, 2006

39. Pretermination Restrictions

    By nancy, August 9, 2006
    • 15 replies
    • 2.9k views
    • 
    • jpod
    • August 17, 2006

40. Mortality Table Assumption

    By waid10, August 15, 2006
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 16, 2006

41. Interest rates after PPA

    By FAPInJax, August 10, 2006
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • August 16, 2006

42. Pension Protection Act of 2006

    By mwyatt, August 4, 2006
    • 22 replies
    • 4.9k views
    • 
    • Guest
    • August 16, 2006

43. Updated mortality tables for current liability

    By FAPInJax, August 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 15, 2006

44. Short Plan Yr & Ave. Comp.

    By Penman2006, August 11, 2006
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • August 15, 2006

45. I am looking for a copy of an ASPPA Q&A

    By SteveH, August 11, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 15, 2006

46. Greater of FAP or CB Plan

    By Guest Astro, August 14, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 14, 2006

47. Rate Grouping

    By Gary, August 11, 2006
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • August 11, 2006

48. Max deduction under unfunded current liability for 2006

    By Guest Rae, August 10, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 11, 2006

49. Line 14 on 5300

    By fiona1, August 10, 2006
    • 3 replies
    • 1.2k views
    • 
    • WDIK
    • August 10, 2006

50. Nondiscriminatory Classification Test

    By Gary, August 8, 2006
    • 6 replies
    • 2.4k views
    • 
    • AndyH
    • August 10, 2006