Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Reversion of nondeductible contribution

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

2. Fully Insured - 412i - Book

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

3. mortality table name

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

4. Reducing Benefit

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

5. Excluding a Participant from future accruals

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

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

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

7. Safe harbor benefit formula

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

8. 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

9. 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

10. 412(i) and 401(k)?

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

11. Do DB Plans Need to Amend

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

12. QSLOB's

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

13. Small Employer Plan Design Proposal

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

14. DB restatements

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

15. Fundamentals of Coverage, Non Discrimination Testing

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

16. accum funding deficiency on plan termination

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

17. Modest DB-Max DB Contributions

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

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

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

19. 2006 PBGC Prems

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

20. Plan Design

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

21. Reconciliation Account

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

22. calculating the offset under Miller v Xerox Corp.

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

23. Carol the Writer

    By Guest Carol the Writer, May 10, 2006
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • May 11, 2006

24. 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

25. Plan Disqualification

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

26. DB Deductions & Employee Costs

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

27. determination letter filing

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

28. "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

29. Attribution for Projected Unit Credit/FAS 87

    By Guest Texas_Acty, May 5, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 5, 2006

30. 30 year Treasury rates

    By Tom Poje, May 5, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 8, 2006

31. Maximum Contribution to a Cash Balance Plan ?

    By ERISAnut, May 4, 2006
    • 2 replies
    • 2.2k views
    • 
    • ERISAnut
    • May 4, 2006

32. Disability Benefit

    By JAY21, May 3, 2006
    • 8 replies
    • 2.8k views
    • 
    • Effen
    • May 7, 2006

33. RPA rates

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

34. Multiple Employer DB Pension Plan

    By Guest Teddie, May 1, 2006
    • 3 replies
    • 1.8k views
    • 
    • Ron Snyder
    • May 4, 2006

35. Amortization bases

    By FAPInJax, April 28, 2006
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • May 4, 2006

36. PBGC Form 1 Schedule A - Changing methodology

    By AndyH, April 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 28, 2006

37. Nondeductible contribution in plan/plan termination

    By Guest saeissler, April 28, 2006
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • May 1, 2006

38. Does soft freeze meet safe harbor

    By dmb, April 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • April 27, 2006

39. Overpayment by DB Plan.

    By mal, April 26, 2006
    • 5 replies
    • 2.1k views
    • 
    • mal
    • May 3, 2006

40. Client is ready to sign a service agreement, drops bombshell

    By SteveH, April 26, 2006
    • 8 replies
    • 2.1k views
    • 
    • Locust
    • April 27, 2006

41. social security and pension

    By Guest lskin, April 24, 2006
    • 2 replies
    • 1.3k views
    • 
    • mwyatt
    • April 25, 2006

42. does 77-2 apply to end of year valuation?

    By himt4, April 21, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 21, 2006

43. 412i or Not?

    By Guest merlin, April 21, 2006
    • 17 replies
    • 3k views
    • 
    • Guest
    • May 4, 2006

44. Split Funding Method

    By flosfur, April 20, 2006
    • 2 replies
    • 2.2k views
    • 
    • SoCalActuary
    • April 27, 2006

45. FAS Curtailment

    By Blinky the 3-eyed Fish, April 19, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • April 19, 2006

46. Paying Annuities from a DC Plan--Does Norris Apply?

    By Guest Grumpy456, April 19, 2006
    • 12 replies
    • 3.4k views
    • 
    • Guest
    • April 21, 2006

47. 2005 5500ez - To B or not to B (schedule B, that is)

    By himt4, April 18, 2006
    • 21 replies
    • 3.5k views
    • 
    • himt4
    • April 24, 2006

48. Can an HCE opt out of a DB and participate in a DC?

    By Guest flogger, April 17, 2006
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • April 18, 2006

49. 2007 Gray Book

    By Guest Carol the Writer, April 17, 2006
    • 10 replies
    • 2.5k views
    • 
    • AndyH
    • April 21, 2006

50. Deductible limit

    By Guest MAS51361, April 17, 2006
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 19, 2006