Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

1. Recharacterizing 2006 Quarterly as 2005 Contribution

   By Guest mingblue, September 5, 2006
   • 17 replies
   • 3k views
   • 
   • Effen
   • September 7, 2006

2. 415 DeMinimus 10k Benefit

   By JAY21, September 6, 2006
   • 1 reply
   • 1.5k views
   • 
   • SoCalActuary
   • September 6, 2006

3. Amendment After Year End

   By Dougsbpc, September 1, 2006
   • 5 replies
   • 2.5k views
   • 
   • Dougsbpc
   • September 6, 2006

4. timing of remitance of manditory participant contributions

   By Guest JGriner, September 5, 2006
   • 11 replies
   • 2.6k views
   • 
   • Guest
   • September 6, 2006

5. Suspension of Benefit at 100% Pay Limit

   By SoCalActuary, September 6, 2006
   • 0 replies
   • 1.4k views
   • 
   • SoCalActuary
   • September 6, 2006

6. Top Heavy in DB w SEP?

   By Dennis Povloski, September 5, 2006
   • 3 replies
   • 1.5k views
   • 
   • Belgarath
   • September 5, 2006

7. Underfunded DB Plan

   By JAY21, August 29, 2006
   • 6 replies
   • 2.1k views
   • 
   • ak2ary
   • September 1, 2006

8. Beneficiary Designation

   By Guest MC2, August 31, 2006
   • 7 replies
   • 2.9k views
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   • AndyH
   • September 1, 2006

9. 412(b) explanation

   By wsp, August 30, 2006
   • 5 replies
   • 2.3k views
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   • Effen
   • August 31, 2006

10. PPA PBGC full funding exemption

    By dmb, August 30, 2006
    • 4 replies
    • 2k views
    • 
    • Guest
    • August 31, 2006

11. 412i plan exceeding max 415 lump sum

    By Guest sueczer, August 24, 2006
    • 8 replies
    • 3.1k views
    • 
    • AndyH
    • August 31, 2006

12. 415 lump sum limits

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

13. Is this protected because of timing?

    By C2C, August 30, 2006
    • 5 replies
    • 2.2k views
    • 
    • C2C
    • August 31, 2006

14. Automatic Approval for Change in Valuation Date

    By Guest pm01, August 24, 2006
    • 8 replies
    • 2.5k views
    • 
    • AndyH
    • August 30, 2006

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

    By SteveH, August 28, 2006
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • August 29, 2006

16. Asset Valuation - Prior Question Re-Worded

    By Guest mingblue, August 29, 2006
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • August 29, 2006

17. Asset Valuation

    By ubermax, August 29, 2006
    • 0 replies
    • 1.4k views
    • 
    • ubermax
    • August 29, 2006

18. CBO Estimates

    By SoCalActuary, August 24, 2006
    • 21 replies
    • 3.9k views
    • 
    • SoCalActuary
    • August 28, 2006

19. RPA rates for 2006

    By Effen, August 8, 2006
    • 22 replies
    • 4.7k views
    • 
    • SoCalActuary
    • August 28, 2006

20. PBGC variable premium FFL exemption

    By AndyH, August 23, 2006
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • August 23, 2006

21. mass withdrawal liability

    By Guest tcroscut, August 22, 2006
    • 1 reply
    • 2.1k views
    • 
    • Effen
    • August 22, 2006

22. Interest Rates for Lump Sum Distributions

    By 12AX7, August 19, 2006
    • 1 reply
    • 3.4k views
    • 
    • mwyatt
    • August 19, 2006

23. IBM case is reversed on appeal

    By Guest mjb, August 8, 2006
    • 20 replies
    • 4.4k views
    • 
    • Guest
    • August 18, 2006

24. PBGC Coverage

    By Dougsbpc, August 18, 2006
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • August 18, 2006

25. Pension Act

    By Blinky the 3-eyed Fish, August 18, 2006
    • 1 reply
    • 1.6k views
    • 
    • Everett Moreland
    • August 18, 2006

26. Increasing Mandatory Cash-Out Limit and 411(d)(6)

    By Guest Grumpy456, August 17, 2006
    • 2 replies
    • 3.1k views
    • 
    • david rigby
    • August 17, 2006

27. Pretermination Restrictions

    By nancy, August 9, 2006
    • 15 replies
    • 3.5k views
    • 
    • jpod
    • August 17, 2006

28. Mortality Table Assumption

    By waid10, August 15, 2006
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 16, 2006

29. Interest rates after PPA

    By FAPInJax, August 10, 2006
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • August 16, 2006

30. Pension Protection Act of 2006

    By mwyatt, August 4, 2006
    • 22 replies
    • 5.5k views
    • 
    • Guest
    • August 16, 2006

31. Updated mortality tables for current liability

    By FAPInJax, August 14, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 15, 2006

32. Short Plan Yr & Ave. Comp.

    By Penman2006, August 11, 2006
    • 8 replies
    • 2.2k views
    • 
    • AndyH
    • August 15, 2006

33. I am looking for a copy of an ASPPA Q&A

    By SteveH, August 11, 2006
    • 4 replies
    • 2k views
    • 
    • Guest
    • August 15, 2006

34. Greater of FAP or CB Plan

    By Guest Astro, August 14, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 14, 2006

35. Rate Grouping

    By Gary, August 11, 2006
    • 0 replies
    • 1.2k views
    • 
    • Gary
    • August 11, 2006

36. Max deduction under unfunded current liability for 2006

    By Guest Rae, August 10, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 11, 2006

37. Line 14 on 5300

    By fiona1, August 10, 2006
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • August 10, 2006

38. Nondiscriminatory Classification Test

    By Gary, August 8, 2006
    • 6 replies
    • 2.8k views
    • 
    • AndyH
    • August 10, 2006

39. Asset reversion #2?

    By Guest babs51, August 9, 2006
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • August 10, 2006

40. Asset reversion?

    By Guest babs51, August 9, 2006
    • 6 replies
    • 2k views
    • 
    • Mike Preston
    • August 9, 2006

41. Conversion of a 412(i) Plan

    By ac, August 8, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 8, 2006

42. Spouse of Self-employed individual

    By Gary, June 30, 2006
    • 5 replies
    • 3.2k views
    • 
    • SteveH
    • August 4, 2006

43. 417 rate for July

    By ac, August 4, 2006
    • 2 replies
    • 1.5k views
    • 
    • ac
    • August 4, 2006

44. Non Discrimination Testing

    By Gary, July 13, 2006
    • 20 replies
    • 6.7k views
    • 
    • Gary
    • August 4, 2006

45. Protected Benefits & PIA Offset DB Plan

    By Guest Grumpy456, August 4, 2006
    • 1 reply
    • 3.3k views
    • 
    • david rigby
    • August 4, 2006

46. Cross Tested DB

    By goldtpa, July 19, 2006
    • 13 replies
    • 3.2k views
    • 
    • Mike Preston
    • August 4, 2006

47. Improper SSA Notifications

    By Effen, July 28, 2006
    • 6 replies
    • 2k views
    • 
    • david rigby
    • July 28, 2006

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

    By Guest Carol the Writer, July 28, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 28, 2006

49. Top Heavy Minimums?

    By rcline46, July 26, 2006
    • 4 replies
    • 2.5k views
    • 
    • saabraa
    • July 28, 2006

50. Subsidized early retirement benefit - its own plan

    By Guest mbw, July 20, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • July 25, 2006