Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. QSLOB's

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

2. Small Employer Plan Design Proposal

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

3. DB restatements

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

4. Fundamentals of Coverage, Non Discrimination Testing

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

5. accum funding deficiency on plan termination

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

6. Modest DB-Max DB Contributions

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

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

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

8. 2006 PBGC Prems

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

9. Plan Design

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

10. Reconciliation Account

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

11. calculating the offset under Miller v Xerox Corp.

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

12. Carol the Writer

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

13. 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

14. Plan Disqualification

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

15. DB Deductions & Employee Costs

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

16. determination letter filing

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

17. "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

18. Attribution for Projected Unit Credit/FAS 87

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

19. 30 year Treasury rates

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

20. Maximum Contribution to a Cash Balance Plan ?

    By ERISAnut, May 4, 2006
    • 2 replies
    • 2.1k views
    • 
    • ERISAnut
    • May 4, 2006

21. Disability Benefit

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

22. RPA rates

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

23. Multiple Employer DB Pension Plan

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

24. Amortization bases

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

25. PBGC Form 1 Schedule A - Changing methodology

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

26. Nondeductible contribution in plan/plan termination

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

27. Does soft freeze meet safe harbor

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

28. Overpayment by DB Plan.

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

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

    By SteveH, April 26, 2006
    • 8 replies
    • 2k views
    • 
    • Locust
    • April 27, 2006

30. social security and pension

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

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

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

32. 412i or Not?

    By Guest merlin, April 21, 2006
    • 17 replies
    • 2.9k views
    • 
    • Guest
    • May 4, 2006

33. Split Funding Method

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

34. FAS Curtailment

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

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

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

36. 2005 5500ez - To B or not to B (schedule B, that is)

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

37. 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

38. 2007 Gray Book

    By Guest Carol the Writer, April 17, 2006
    • 10 replies
    • 2.4k views
    • 
    • AndyH
    • April 21, 2006

39. Deductible limit

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

40. FASB calculations

    By FAPInJax, April 17, 2006
    • 1 reply
    • 1.5k views
    • 
    • SoCalActuary
    • April 17, 2006

41. Changing 417(e)(3) Stability Period

    By Guest MrActuary, April 15, 2006
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • April 15, 2006

42. SS Integration-Permitted Disparity

    By JAY21, April 14, 2006
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • April 17, 2006

43. Proposed 415 Regs

    By JAY21, April 12, 2006
    • 4 replies
    • 1.9k views
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    • SoCalActuary
    • April 13, 2006

44. Required Minimum Distributions. Lump Sum

    By Gary, April 7, 2006
    • 5 replies
    • 2.1k views
    • 
    • david rigby
    • April 7, 2006

45. Schedule B reporting of pre-funding

    By Guest saeissler, April 6, 2006
    • 12 replies
    • 2.4k views
    • 
    • Mike Preston
    • April 7, 2006

46. Unit Credit Funding Method - Gain or Loss Base

    By YankeeFan, April 5, 2006
    • 6 replies
    • 2.5k views
    • 
    • david rigby
    • April 13, 2006

47. Reading The Tea Leaves

    By JAY21, April 3, 2006
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 3, 2006

48. 411(d)(6) Final Regulations - EA Meeting Grey Book

    By Guest mingblue, March 31, 2006
    • 10 replies
    • 2.7k views
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    • Guest
    • April 4, 2006

49. Reportable Event Notice

    By J2D2, March 31, 2006
    • 2 replies
    • 1.5k views
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    • J2D2
    • March 31, 2006

50. DB plan and someone sold the client a 401(k) plan

    By SteveH, March 30, 2006
    • 6 replies
    • 1.4k views
    • 
    • SoCalActuary
    • March 31, 2006