Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. cash balance transfer to 401(k)

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

2. Septuagenerian new hire

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

3. 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

4. Auditing a DB plan

   By lexi, October 2, 2006
   • 2 replies
   • 1.4k views
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   • JanetM
   • October 3, 2006

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

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

6. Deduction When Plan Year does not match Tax Year

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

7. Pension Plan Investments

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

8. Webcast concerns

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

9. Dolgoff Plans? Anyone know anything about these?

   By Guest divadab, September 25, 2006
   • 3 replies
   • 2.3k views
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   • Ron Snyder
   • September 26, 2006

10. Underfunded DB Plans and VEBA's

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

11. "air time"

    By joel, September 22, 2006
    • 3 replies
    • 1.7k views
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    • Guest
    • September 22, 2006

12. Whipsaw Eliminated

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

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

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

14. Deductions and CL Interest 2006

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

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

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

16. Subsidized benefits and plan termination

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

17. PBGC Plan Termination Funding Deadline

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

18. Non-Discrimination Test

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

19. QSERP Question

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

20. Permissive Aggregation

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

21. DB Post Retirement Health Benefits

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

22. Benefit payments in owner-only DB plan

    By Guest Clain, September 14, 2006
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 15, 2006

23. 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

24. Closing a Defined Benefit Plan

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

25. Compensation for Non Discrimination Testing

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

26. DB required contribution exceeds S-Corp Income

    By Guest TracyAndrews, February 7, 2001
    • 7 replies
    • 6.8k views
    • 
    • Guest
    • September 12, 2006

27. 2 cash balance questions

    By Guest lerieleech, August 21, 2006
    • 12 replies
    • 3.1k views
    • 
    • SteveH
    • September 11, 2006

28. Waiver of Benefits under a DB Plan

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

29. Recharacterizing 2006 Quarterly as 2005 Contribution

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

30. 415 DeMinimus 10k Benefit

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

31. Amendment After Year End

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

32. timing of remitance of manditory participant contributions

    By Guest JGriner, September 5, 2006
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • September 6, 2006

33. Suspension of Benefit at 100% Pay Limit

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

34. Top Heavy in DB w SEP?

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

35. Underfunded DB Plan

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

36. Beneficiary Designation

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

37. 412(b) explanation

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

38. PPA PBGC full funding exemption

    By dmb, August 30, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 31, 2006

39. 412i plan exceeding max 415 lump sum

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

40. 415 lump sum limits

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

41. Is this protected because of timing?

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

42. Automatic Approval for Change in Valuation Date

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

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

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

44. Asset Valuation - Prior Question Re-Worded

    By Guest mingblue, August 29, 2006
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • August 29, 2006

45. Asset Valuation

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

46. CBO Estimates

    By SoCalActuary, August 24, 2006
    • 21 replies
    • 3.5k views
    • 
    • SoCalActuary
    • August 28, 2006

47. RPA rates for 2006

    By Effen, August 8, 2006
    • 22 replies
    • 4k views
    • 
    • SoCalActuary
    • August 28, 2006

48. PBGC variable premium FFL exemption

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

49. mass withdrawal liability

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

50. Interest Rates for Lump Sum Distributions

    By 12AX7, August 19, 2006
    • 1 reply
    • 3k views
    • 
    • mwyatt
    • August 19, 2006