Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. top heavy minimum - 2 plans with different years

   By AndyH, July 13, 2006
   • 8 replies
   • 2.6k views
   • 
   • AndyH
   • July 18, 2006

2. Employer Late on Distribution

   By Dougsbpc, July 13, 2006
   • 1 reply
   • 1.1k views
   • 
   • SoCalActuary
   • July 13, 2006

3. Retroactive amendments to increase benefits

   By Belgarath, July 13, 2006
   • 4 replies
   • 4k views
   • 
   • Belgarath
   • July 13, 2006

4. Nondiscrimination testing

   By FAPInJax, July 7, 2006
   • 2 replies
   • 1.5k views
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   • AndyH
   • July 12, 2006

5. Change in valuation interest rate

   By Blinky the 3-eyed Fish, July 11, 2006
   • 6 replies
   • 1.8k views
   • 
   • zimbo
   • July 12, 2006

6. PBGC COVERAGE

   By zimbo, July 3, 2006
   • 6 replies
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • July 10, 2006

7. Pension Bills

   By JAY21, July 7, 2006
   • 4 replies
   • 1.5k views
   • 
   • AndyH
   • July 10, 2006

8. Beneficiary Designation - Protected Benefit?

   By Guest MOY, July 7, 2006
   • 1 reply
   • 1.8k views
   • 
   • JanetM
   • July 7, 2006

9. Deductible pension plan contributions

   By Gary, June 27, 2006
   • 12 replies
   • 3k views
   • 
   • SoCalActuary
   • July 6, 2006

10. Plan Merger - What are the issues?

    By AndyH, June 30, 2006
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • July 6, 2006

11. COLA & Lump Sum Calculation

    By alexa, July 3, 2006
    • 8 replies
    • 2.9k views
    • 
    • david rigby
    • July 5, 2006

12. 415 LS & PFEA Expired

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

13. Demographic Failure

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

14. I need help with distribution calcs

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

15. Partial Termination in small plans

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

16. Funding Method change year two

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

17. Contingent 204(h) Notice

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

18. Non-Profits & HCEs

    By JAY21, June 14, 2006
    • 15 replies
    • 4.5k views
    • 
    • SoCalActuary
    • June 25, 2006

19. Return of Non-Deductible Contribution

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

20. 5500 Filing Issue

    By Gary, June 19, 2006
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • June 20, 2006

21. W-2's and 1099's

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

22. 401(a) CalSTRS

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

23. erroneous actuarial computations

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

24. Multiple Annuity Starting Date for 415

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

25. 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

26. Reentry into Frozen Plan

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

27. 411(d)(6) Protected Benefit?

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

28. DB/DC Combo first year

    By John Feldt ERPA CPC QPA, June 12, 2006
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • June 12, 2006

29. Lump Sum distribution timing

    By Guest msheather, June 7, 2006
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • June 8, 2006

30. 415 Limit

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

31. Fully Insured - 412i - Book

    By Guest mingblue, June 2, 2006
    • 7 replies
    • 2.3k views
    • 
    • GBurns
    • June 6, 2006

32. Automatic IRA Rollovers

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

33. Pension Funding Relief

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

34. Reversion of nondeductible contribution

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

35. mortality table name

    By Tom Poje, June 2, 2006
    • 3 replies
    • 2.3k views
    • 
    • SoCalActuary
    • June 2, 2006

36. Reducing Benefit

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

37. Excluding a Participant from future accruals

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

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

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

39. 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

40. Safe harbor benefit formula

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

41. 412(i) and 401(k)?

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

42. Small Employer Plan Design Proposal

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

43. 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

44. Do DB Plans Need to Amend

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

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

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

46. QSLOB's

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

47. DB restatements

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

48. Modest DB-Max DB Contributions

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

49. Fundamentals of Coverage, Non Discrimination Testing

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

50. accum funding deficiency on plan termination

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