Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Return of Non-Deductible Contribution

   By Guest mingblue, June 21, 2006
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • June 21, 2006

2. 5500 Filing Issue

   By Gary, June 19, 2006
   • 3 replies
   • 1.4k views
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   • AndyH
   • June 20, 2006

3. W-2's and 1099's

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

4. 401(a) CalSTRS

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

5. erroneous actuarial computations

   By Larry M, June 9, 2006
   • 15 replies
   • 3.8k views
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   • Guest
   • June 15, 2006

6. Multiple Annuity Starting Date for 415

   By ac, June 14, 2006
   • 5 replies
   • 2.1k views
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   • Blinky the 3-eyed Fish
   • June 15, 2006

7. New FAS for not a new plan

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

8. Reentry into Frozen Plan

   By Guest jy12443, June 12, 2006
   • 1 reply
   • 2.1k views
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   • david rigby
   • June 13, 2006

9. 411(d)(6) Protected Benefit?

   By Dougsbpc, June 7, 2006
   • 12 replies
   • 3.6k views
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   • Dougsbpc
   • June 12, 2006

10. 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

11. Lump Sum distribution timing

    By Guest msheather, June 7, 2006
    • 4 replies
    • 2.6k views
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    • Guest
    • June 8, 2006

12. 415 Limit

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

13. Fully Insured - 412i - Book

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

14. Automatic IRA Rollovers

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

15. Pension Funding Relief

    By Guest OUCH, March 20, 2006
    • 17 replies
    • 4.1k views
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    • Guest
    • June 5, 2006

16. Reversion of nondeductible contribution

    By Guest saeissler, June 2, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • June 5, 2006

17. mortality table name

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

18. Reducing Benefit

    By Dougsbpc, May 26, 2006
    • 3 replies
    • 1.6k views
    • 
    • SoCalActuary
    • May 30, 2006

19. Excluding a Participant from future accruals

    By Guest sueczer, May 25, 2006
    • 8 replies
    • 1.9k views
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    • Guest
    • May 26, 2006

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

    By Guest Carol the Writer, May 25, 2006
    • 5 replies
    • 3k views
    • 
    • Guest
    • May 26, 2006

21. are employer's 2 Plans a party-in-interest to each other?

    By himt4, May 24, 2006
    • 6 replies
    • 1.7k views
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    • Belgarath
    • May 25, 2006

22. Safe harbor benefit formula

    By Guest saeissler, May 24, 2006
    • 4 replies
    • 2.7k views
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    • Guest
    • May 25, 2006

23. 412(i) and 401(k)?

    By betheeg, May 23, 2006
    • 12 replies
    • 3.8k views
    • 
    • david rigby
    • May 24, 2006

24. Small Employer Plan Design Proposal

    By Gary, May 19, 2006
    • 4 replies
    • 1.4k views
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    • Jim Norman
    • May 24, 2006

25. Does a Professional Service Employer Need to Have a Calendar Year-End?

    By Guest EMM118, May 23, 2006
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • May 23, 2006

26. Do DB Plans Need to Amend

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

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

    By Übernerd, May 16, 2006
    • 9 replies
    • 2.1k views
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    • Übernerd
    • May 22, 2006

28. QSLOB's

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

29. DB restatements

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

30. Modest DB-Max DB Contributions

    By JAY21, May 17, 2006
    • 5 replies
    • 1.6k views
    • 
    • SoCalActuary
    • May 18, 2006

31. Fundamentals of Coverage, Non Discrimination Testing

    By Gary, May 18, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 18, 2006

32. accum funding deficiency on plan termination

    By Guest Carol the Writer, May 18, 2006
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • May 18, 2006

33. 2006 PBGC Prems

    By Guest knichols, May 15, 2006
    • 1 reply
    • 1.2k views
    • 
    • mwyatt
    • May 15, 2006

34. calculating the offset under Miller v Xerox Corp.

    By Everett Moreland, May 10, 2006
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 15, 2006

35. 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

36. Plan Design

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

37. Reconciliation Account

    By Guest Texas_Acty, May 10, 2006
    • 6 replies
    • 2.1k views
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    • david rigby
    • May 11, 2006

38. Carol the Writer

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

39. Plan Disqualification

    By Blinky the 3-eyed Fish, May 8, 2006
    • 11 replies
    • 3.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2006

40. "amended plan last 2 year" rule regarding max deduction

    By himt4, May 8, 2006
    • 6 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2006

41. DB Deductions & Employee Costs

    By JAY21, May 8, 2006
    • 1 reply
    • 1.2k views
    • 
    • GBurns
    • May 9, 2006

42. determination letter filing

    By Belgarath, May 8, 2006
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 8, 2006

43. RPA rates

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

44. 30 year Treasury rates

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

45. Disability Benefit

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

46. Attribution for Projected Unit Credit/FAS 87

    By Guest Texas_Acty, May 5, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 5, 2006

47. Maximum Contribution to a Cash Balance Plan ?

    By ERISAnut, May 4, 2006
    • 2 replies
    • 2.3k views
    • 
    • ERISAnut
    • May 4, 2006

48. Amortization bases

    By FAPInJax, April 28, 2006
    • 3 replies
    • 1.8k views
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    • david rigby
    • May 4, 2006

49. Interpretation of 404 deduction limits

    By Gary, December 8, 2004
    • 4 replies
    • 1.7k views
    • 
    • himt4
    • May 4, 2006

50. 412i or Not?

    By Guest merlin, April 21, 2006
    • 17 replies
    • 3.2k views
    • 
    • Guest
    • May 4, 2006