Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

1. Required Minimum Distribution

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

2. IAS 19

   By Below Ground, October 16, 2006
   • 2 replies
   • 1.4k views
   • 
   • Below Ground
   • October 16, 2006

3. DB Termination

   By goldtpa, October 13, 2006
   • 4 replies
   • 1.7k views
   • 
   • goldtpa
   • October 13, 2006

4. Nondiscrimination testing of Cash Balance plans

   By Guest TedMunice, September 29, 2006
   • 2 replies
   • 2.6k views
   • 
   • SoCalActuary
   • October 13, 2006

5. PBGC electronic form filing

   By Gary, August 31, 2006
   • 9 replies
   • 3.4k views
   • 
   • Guest
   • October 10, 2006

6. Cash Balance Interest Basis-Protected Benefit?

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

7. Maybe a silly question about normal form

   By abanky, October 9, 2006
   • 4 replies
   • 1.8k views
   • 
   • abanky
   • October 9, 2006

8. Break in Service Question

   By SteveH, October 3, 2006
   • 14 replies
   • 5.1k views
   • 
   • Blinky the 3-eyed Fish
   • October 8, 2006

9. cash balance transfer to 401(k)

   By Guest anne1, October 6, 2006
   • 5 replies
   • 3k views
   • 
   • SoCalActuary
   • October 6, 2006

10. Septuagenerian new hire

    By Guest Etseq, October 5, 2006
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • October 5, 2006

11. Waiver of Benefits under a DB Plan

    By Guest EMM118, October 2, 2006
    • 7 replies
    • 2.3k views
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    • SteveH
    • October 3, 2006

12. Auditing a DB plan

    By lexi, October 2, 2006
    • 2 replies
    • 1.5k views
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    • JanetM
    • October 3, 2006

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

    By Guest sueczer, September 29, 2006
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • September 29, 2006

14. Deduction When Plan Year does not match Tax Year

    By Dougsbpc, September 27, 2006
    • 6 replies
    • 1.7k views
    • 
    • Dougsbpc
    • September 29, 2006

15. Pension Plan Investments

    By Gary, September 28, 2006
    • 6 replies
    • 1.6k views
    • 
    • Gary
    • September 29, 2006

16. Webcast concerns

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

17. Dolgoff Plans? Anyone know anything about these?

    By Guest divadab, September 25, 2006
    • 3 replies
    • 2.4k views
    • 
    • Ron Snyder
    • September 26, 2006

18. Underfunded DB Plans and VEBA's

    By Guest Thornton, September 22, 2006
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • September 23, 2006

19. "air time"

    By joel, September 22, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 22, 2006

20. Whipsaw Eliminated

    By Penman2006, September 20, 2006
    • 2 replies
    • 1.6k views
    • 
    • Penman2006
    • September 21, 2006

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

    By Blinky the 3-eyed Fish, August 31, 2006
    • 9 replies
    • 2.7k views
    • 
    • ak2ary
    • September 20, 2006

22. Deductions and CL Interest 2006

    By SoCalActuary, September 13, 2006
    • 5 replies
    • 2k views
    • 
    • david rigby
    • September 19, 2006

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

    By Guest merlin, September 15, 2006
    • 7 replies
    • 3.3k views
    • 
    • david rigby
    • September 19, 2006

24. Subsidized benefits and plan termination

    By Guest Mike Spickard, December 2, 2005
    • 1 reply
    • 1.7k views
    • 
    • ishi
    • September 19, 2006

25. PBGC Plan Termination Funding Deadline

    By YankeeFan, September 13, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • September 19, 2006

26. Non-Discrimination Test

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

27. QSERP Question

    By Guest CKING1, May 27, 2005
    • 4 replies
    • 4.1k views
    • 
    • AndyH
    • September 18, 2006

28. Permissive Aggregation

    By JAY21, September 15, 2006
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 15, 2006

29. DB Post Retirement Health Benefits

    By JAY21, September 15, 2006
    • 4 replies
    • 1.5k views
    • 
    • Don Levit
    • September 15, 2006

30. Benefit payments in owner-only DB plan

    By Guest Clain, September 14, 2006
    • 6 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 15, 2006

31. Immediate Lump Sums and the QJSA

    By John Feldt ERPA CPC QPA, September 13, 2006
    • 3 replies
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 13, 2006

32. Closing a Defined Benefit Plan

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

33. Compensation for Non Discrimination Testing

    By Gary, September 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • September 13, 2006

34. DB required contribution exceeds S-Corp Income

    By Guest TracyAndrews, February 7, 2001
    • 7 replies
    • 6.9k views
    • 
    • Guest
    • September 12, 2006

35. 2 cash balance questions

    By Guest lerieleech, August 21, 2006
    • 12 replies
    • 3.2k views
    • 
    • SteveH
    • September 11, 2006

36. Waiver of Benefits under a DB Plan

    By Guest EMM118, September 8, 2006
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • September 8, 2006

37. Recharacterizing 2006 Quarterly as 2005 Contribution

    By Guest mingblue, September 5, 2006
    • 17 replies
    • 2.6k views
    • 
    • Effen
    • September 7, 2006

38. 415 DeMinimus 10k Benefit

    By JAY21, September 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • September 6, 2006

39. Amendment After Year End

    By Dougsbpc, September 1, 2006
    • 5 replies
    • 2.2k views
    • 
    • Dougsbpc
    • September 6, 2006

40. timing of remitance of manditory participant contributions

    By Guest JGriner, September 5, 2006
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • September 6, 2006

41. Suspension of Benefit at 100% Pay Limit

    By SoCalActuary, September 6, 2006
    • 0 replies
    • 1.2k views
    • 
    • SoCalActuary
    • September 6, 2006

42. Top Heavy in DB w SEP?

    By Dennis Povloski, September 5, 2006
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • September 5, 2006

43. Underfunded DB Plan

    By JAY21, August 29, 2006
    • 6 replies
    • 1.8k views
    • 
    • ak2ary
    • September 1, 2006

44. Beneficiary Designation

    By Guest MC2, August 31, 2006
    • 7 replies
    • 2.6k views
    • 
    • AndyH
    • September 1, 2006

45. 412(b) explanation

    By wsp, August 30, 2006
    • 5 replies
    • 2.1k views
    • 
    • Effen
    • August 31, 2006

46. PPA PBGC full funding exemption

    By dmb, August 30, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 31, 2006

47. 412i plan exceeding max 415 lump sum

    By Guest sueczer, August 24, 2006
    • 8 replies
    • 2.7k views
    • 
    • AndyH
    • August 31, 2006

48. 415 lump sum limits

    By Gary, August 31, 2006
    • 2 replies
    • 1.7k views
    • 
    • Gary
    • August 31, 2006

49. Is this protected because of timing?

    By C2C, August 30, 2006
    • 5 replies
    • 1.9k views
    • 
    • C2C
    • August 31, 2006

50. Automatic Approval for Change in Valuation Date

    By Guest pm01, August 24, 2006
    • 8 replies
    • 2.2k views
    • 
    • AndyH
    • August 30, 2006