Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 415 LS & PFEA Expired

   By Penman2006, June 28, 2006
   • 5 replies
   • 1.3k views
   • 
   • imchipbrown
   • June 30, 2006

2. Demographic Failure

   By Blinky the 3-eyed Fish, June 27, 2006
   • 4 replies
   • 2.6k views
   • 
   • Blinky the 3-eyed Fish
   • June 30, 2006

3. I need help with distribution calcs

   By SteveH, June 26, 2006
   • 11 replies
   • 1.7k views
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   • JAY21
   • June 28, 2006

4. Partial Termination in small plans

   By flosfur, June 23, 2006
   • 7 replies
   • 2.2k views
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   • Locust
   • June 27, 2006

5. Funding Method change year two

   By SoCalActuary, June 26, 2006
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • June 27, 2006

6. Contingent 204(h) Notice

   By Guest kmvr, June 26, 2006
   • 2 replies
   • 1.3k views
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   • Guest
   • June 26, 2006

7. Non-Profits & HCEs

   By JAY21, June 14, 2006
   • 15 replies
   • 4.4k views
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   • SoCalActuary
   • June 25, 2006

8. Return of Non-Deductible Contribution

   By Guest mingblue, June 21, 2006
   • 0 replies
   • 1.1k views
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   • Guest
   • June 21, 2006

9. 5500 Filing Issue

   By Gary, June 19, 2006
   • 3 replies
   • 1.2k views
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   • AndyH
   • June 20, 2006

10. W-2's and 1099's

    By Jilliandiz, June 20, 2006
    • 2 replies
    • 1.7k views
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    • JanetM
    • June 20, 2006

11. 401(a) CalSTRS

    By Guest S.Racer, June 8, 2006
    • 3 replies
    • 2.1k views
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    • AndyH
    • June 19, 2006

12. erroneous actuarial computations

    By Larry M, June 9, 2006
    • 15 replies
    • 3.5k views
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    • Guest
    • June 15, 2006

13. Multiple Annuity Starting Date for 415

    By ac, June 14, 2006
    • 5 replies
    • 2k views
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    • Blinky the 3-eyed Fish
    • June 15, 2006

14. New FAS for not a new plan

    By Blinky the 3-eyed Fish, June 12, 2006
    • 6 replies
    • 1.4k views
    • 
    • AndyH
    • June 13, 2006

15. Reentry into Frozen Plan

    By Guest jy12443, June 12, 2006
    • 1 reply
    • 2k views
    • 
    • david rigby
    • June 13, 2006

16. 411(d)(6) Protected Benefit?

    By Dougsbpc, June 7, 2006
    • 12 replies
    • 3.4k views
    • 
    • Dougsbpc
    • June 12, 2006

17. DB/DC Combo first year

    By John Feldt ERPA CPC QPA, June 12, 2006
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • June 12, 2006

18. Lump Sum distribution timing

    By Guest msheather, June 7, 2006
    • 4 replies
    • 2.3k views
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    • Guest
    • June 8, 2006

19. 415 Limit

    By Guest WWPDRC, June 7, 2006
    • 1 reply
    • 963 views
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    • AndyH
    • June 7, 2006

20. Fully Insured - 412i - Book

    By Guest mingblue, June 2, 2006
    • 7 replies
    • 2.2k views
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    • GBurns
    • June 6, 2006

21. Automatic IRA Rollovers

    By Guest David M, June 5, 2006
    • 2 replies
    • 1.8k views
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    • david rigby
    • June 5, 2006

22. Pension Funding Relief

    By Guest OUCH, March 20, 2006
    • 17 replies
    • 4k views
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    • Guest
    • June 5, 2006

23. Reversion of nondeductible contribution

    By Guest saeissler, June 2, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 5, 2006

24. mortality table name

    By Tom Poje, June 2, 2006
    • 3 replies
    • 2.2k views
    • 
    • SoCalActuary
    • June 2, 2006

25. Reducing Benefit

    By Dougsbpc, May 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 30, 2006

26. Excluding a Participant from future accruals

    By Guest sueczer, May 25, 2006
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 26, 2006

27. Terminating a PBGC-covered 412(i) Plan

    By Guest Carol the Writer, May 25, 2006
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • May 26, 2006

28. are employer's 2 Plans a party-in-interest to each other?

    By himt4, May 24, 2006
    • 6 replies
    • 1.6k views
    • 
    • Belgarath
    • May 25, 2006

29. Safe harbor benefit formula

    By Guest saeissler, May 24, 2006
    • 4 replies
    • 2.6k views
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    • Guest
    • May 25, 2006

30. 412(i) and 401(k)?

    By betheeg, May 23, 2006
    • 12 replies
    • 3.6k views
    • 
    • david rigby
    • May 24, 2006

31. Small Employer Plan Design Proposal

    By Gary, May 19, 2006
    • 4 replies
    • 1.3k views
    • 
    • Jim Norman
    • May 24, 2006

32. Does a Professional Service Employer Need to Have a Calendar Year-End?

    By Guest EMM118, May 23, 2006
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • May 23, 2006

33. Do DB Plans Need to Amend

    By mal, May 22, 2006
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • May 23, 2006

34. Chaning Normal Retirement Age? (Time-Sensitive)

    By Übernerd, May 16, 2006
    • 9 replies
    • 2k views
    • 
    • Übernerd
    • May 22, 2006

35. QSLOB's

    By Belgarath, May 19, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • May 19, 2006

36. DB restatements

    By Guest Nini, May 19, 2006
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • May 19, 2006

37. Modest DB-Max DB Contributions

    By JAY21, May 17, 2006
    • 5 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 18, 2006

38. Fundamentals of Coverage, Non Discrimination Testing

    By Gary, May 18, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 18, 2006

39. accum funding deficiency on plan termination

    By Guest Carol the Writer, May 18, 2006
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • May 18, 2006

40. 2006 PBGC Prems

    By Guest knichols, May 15, 2006
    • 1 reply
    • 1.1k views
    • 
    • mwyatt
    • May 15, 2006

41. calculating the offset under Miller v Xerox Corp.

    By Everett Moreland, May 10, 2006
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • May 15, 2006

42. Any Movement from the IRS under 2005-80 Settlement Initiative for 412(i) Plans?

    By Guest EMM118, May 9, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 14, 2006

43. Plan Design

    By Gary, May 11, 2006
    • 3 replies
    • 1.6k views
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    • AndyH
    • May 12, 2006

44. Reconciliation Account

    By Guest Texas_Acty, May 10, 2006
    • 6 replies
    • 2k views
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    • david rigby
    • May 11, 2006

45. Carol the Writer

    By Guest Carol the Writer, May 10, 2006
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • May 11, 2006

46. Plan Disqualification

    By Blinky the 3-eyed Fish, May 8, 2006
    • 11 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2006

47. "amended plan last 2 year" rule regarding max deduction

    By himt4, May 8, 2006
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2006

48. DB Deductions & Employee Costs

    By JAY21, May 8, 2006
    • 1 reply
    • 1.1k views
    • 
    • GBurns
    • May 9, 2006

49. determination letter filing

    By Belgarath, May 8, 2006
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 8, 2006

50. RPA rates

    By Guest saeissler, May 1, 2006
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • May 8, 2006