Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Line 14 on 5300

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

2. Nondiscriminatory Classification Test

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

3. Asset reversion #2?

   By Guest babs51, August 9, 2006
   • 2 replies
   • 1.2k views
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   • david rigby
   • August 10, 2006

4. Asset reversion?

   By Guest babs51, August 9, 2006
   • 6 replies
   • 1.8k views
   • 
   • Mike Preston
   • August 9, 2006

5. Conversion of a 412(i) Plan

   By ac, August 8, 2006
   • 1 reply
   • 1.3k views
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   • Guest
   • August 8, 2006

6. Spouse of Self-employed individual

   By Gary, June 30, 2006
   • 5 replies
   • 2.6k views
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   • SteveH
   • August 4, 2006

7. 417 rate for July

   By ac, August 4, 2006
   • 2 replies
   • 1.3k views
   • 
   • ac
   • August 4, 2006

8. Non Discrimination Testing

   By Gary, July 13, 2006
   • 20 replies
   • 5.8k views
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   • Gary
   • August 4, 2006

9. Protected Benefits & PIA Offset DB Plan

   By Guest Grumpy456, August 4, 2006
   • 1 reply
   • 3k views
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   • david rigby
   • August 4, 2006

10. Cross Tested DB

    By goldtpa, July 19, 2006
    • 13 replies
    • 2.7k views
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    • Mike Preston
    • August 4, 2006

11. Improper SSA Notifications

    By Effen, July 28, 2006
    • 6 replies
    • 1.6k views
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    • david rigby
    • July 28, 2006

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

    By Guest Carol the Writer, July 28, 2006
    • 2 replies
    • 1.2k views
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    • Guest
    • July 28, 2006

13. Top Heavy Minimums?

    By rcline46, July 26, 2006
    • 4 replies
    • 2.2k views
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    • saabraa
    • July 28, 2006

14. Subsidized early retirement benefit - its own plan

    By Guest mbw, July 20, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 25, 2006

15. DB 70.5 Minimum Distributions - 2006

    By zimbo, July 21, 2006
    • 0 replies
    • 1.3k views
    • 
    • zimbo
    • July 21, 2006

16. PBGC Electronic filing

    By Guest Grant, July 18, 2006
    • 11 replies
    • 1.8k views
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    • AndyH
    • July 20, 2006

17. FASB liability on balance sheet

    By FAPInJax, July 13, 2006
    • 12 replies
    • 3.1k views
    • 
    • SoCalActuary
    • July 18, 2006

18. PBGC penalty waivers-experiences of others

    By AndyH, July 18, 2006
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • July 18, 2006

19. top heavy minimum - 2 plans with different years

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

20. Employer Late on Distribution

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

21. Retroactive amendments to increase benefits

    By Belgarath, July 13, 2006
    • 4 replies
    • 4.1k views
    • 
    • Belgarath
    • July 13, 2006

22. Nondiscrimination testing

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

23. Change in valuation interest rate

    By Blinky the 3-eyed Fish, July 11, 2006
    • 6 replies
    • 1.9k views
    • 
    • zimbo
    • July 12, 2006

24. PBGC COVERAGE

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

25. Pension Bills

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

26. Beneficiary Designation - Protected Benefit?

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

27. Deductible pension plan contributions

    By Gary, June 27, 2006
    • 12 replies
    • 3.2k views
    • 
    • SoCalActuary
    • July 6, 2006

28. Plan Merger - What are the issues?

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

29. COLA & Lump Sum Calculation

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

30. 415 LS & PFEA Expired

    By Penman2006, June 28, 2006
    • 5 replies
    • 1.4k views
    • 
    • imchipbrown
    • June 30, 2006

31. Demographic Failure

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

32. I need help with distribution calcs

    By SteveH, June 26, 2006
    • 11 replies
    • 1.8k views
    • 
    • JAY21
    • June 28, 2006

33. Partial Termination in small plans

    By flosfur, June 23, 2006
    • 7 replies
    • 2.3k views
    • 
    • Locust
    • June 27, 2006

34. Funding Method change year two

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

35. Contingent 204(h) Notice

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

36. Non-Profits & HCEs

    By JAY21, June 14, 2006
    • 15 replies
    • 4.6k views
    • 
    • SoCalActuary
    • June 25, 2006

37. Return of Non-Deductible Contribution

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

38. 5500 Filing Issue

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

39. W-2's and 1099's

    By Jilliandiz, June 20, 2006
    • 2 replies
    • 1.8k views
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    • JanetM
    • June 20, 2006

40. 401(a) CalSTRS

    By Guest S.Racer, June 8, 2006
    • 3 replies
    • 2.2k views
    • 
    • AndyH
    • June 19, 2006

41. erroneous actuarial computations

    By Larry M, June 9, 2006
    • 15 replies
    • 3.7k views
    • 
    • Guest
    • June 15, 2006

42. Multiple Annuity Starting Date for 415

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

43. New FAS for not a new plan

    By Blinky the 3-eyed Fish, June 12, 2006
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • June 13, 2006

44. Reentry into Frozen Plan

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

45. 411(d)(6) Protected Benefit?

    By Dougsbpc, June 7, 2006
    • 12 replies
    • 3.5k views
    • 
    • Dougsbpc
    • June 12, 2006

46. DB/DC Combo first year

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

47. Lump Sum distribution timing

    By Guest msheather, June 7, 2006
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • June 8, 2006

48. 415 Limit

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

49. Fully Insured - 412i - Book

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

50. Automatic IRA Rollovers

    By Guest David M, June 5, 2006
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • June 5, 2006