Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. 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

2. SS Integration-Permitted Disparity

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

3. FASB calculations

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

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

   By Guest MrActuary, April 15, 2006
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • April 15, 2006

5. Unit Credit Funding Method - Gain or Loss Base

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

6. Proposed 415 Regs

   By JAY21, April 12, 2006
   • 4 replies
   • 2k views
   • 
   • SoCalActuary
   • April 13, 2006

7. Way to confirm enrolment of actuary?

   By AndyH, March 28, 2006
   • 27 replies
   • 9.1k views
   • 
   • SoCalActuary
   • April 7, 2006

8. Schedule B reporting of pre-funding

   By Guest saeissler, April 6, 2006
   • 12 replies
   • 2.5k views
   • 
   • Mike Preston
   • April 7, 2006

9. Required Minimum Distributions. Lump Sum

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

10. DB AND DC COMBINED DEDUCTION

    By Effen, March 30, 2006
    • 24 replies
    • 5.5k views
    • 
    • Guest
    • April 5, 2006

11. 411(d)(6) Final Regulations - EA Meeting Grey Book

    By Guest mingblue, March 31, 2006
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • April 4, 2006

12. Reading The Tea Leaves

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

13. Reportable Event Notice

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

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

    By SteveH, March 30, 2006
    • 6 replies
    • 1.5k views
    • 
    • SoCalActuary
    • March 31, 2006

15. Restricted employee window of opportunity

    By dmb, March 30, 2006
    • 5 replies
    • 2k views
    • 
    • dmb
    • March 30, 2006

16. 415 Dollar Limit

    By Dougsbpc, March 28, 2006
    • 2 replies
    • 1.7k views
    • 
    • Ron Snyder
    • March 30, 2006

17. Pragmatic Disabled Life Continuance

    By Guest Texas_Acty, March 27, 2006
    • 2 replies
    • 1.6k views
    • 
    • Effen
    • March 30, 2006

18. sample 60 day notice

    By thepensionmaven, March 28, 2006
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • March 28, 2006

19. Cash Balance Suspension of Benefits, Actuarial Adjustment

    By Guest aciepluch, March 24, 2006
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 24, 2006

20. Final regs under 417(a)(3)

    By Belgarath, March 24, 2006
    • 0 replies
    • 1.3k views
    • 
    • Belgarath
    • March 24, 2006

21. new "three highest" 415 limits and previous higher income

    By Guest Steven Podnos, March 23, 2006
    • 9 replies
    • 2.2k views
    • 
    • AndyH
    • March 24, 2006

22. Disability Incidence Table

    By Guest Texas_Acty, March 22, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 23, 2006

23. May Cash Cow Plan Sponsor Deduct Contributions EEs of ASG

    By Guest EMM118, March 18, 2006
    • 5 replies
    • 2.2k views
    • 
    • SoCalActuary
    • March 23, 2006

24. Adoption of Plan and Deduction

    By Dougsbpc, March 21, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 21, 2006

25. 415 and Prior Plan

    By pookah, March 15, 2006
    • 8 replies
    • 2.3k views
    • 
    • AndyH
    • March 21, 2006

26. Late 5500's and PBGC Forms

    By goldtpa, March 20, 2006
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • March 20, 2006

27. Another similar Life Insurance in a DB question

    By SteveH, March 17, 2006
    • 3 replies
    • 1.5k views
    • 
    • SteveH
    • March 18, 2006

28. Cash balance general confusion

    By Guest saeissler, March 16, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 17, 2006

29. 5500 Filing Requirement

    By Gary, March 14, 2006
    • 2 replies
    • 1.7k views
    • 
    • Effen
    • March 15, 2006

30. Required Minimum Distribution in a DB plan

    By Dennis Povloski, March 13, 2006
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • March 14, 2006

31. Can the excise tax under 4971(a) (10%) be waived?

    By katieinny, February 23, 2006
    • 5 replies
    • 4.7k views
    • 
    • Kirk Maldonado
    • March 11, 2006

32. Insurance in DB Plan

    By Dougsbpc, March 9, 2006
    • 2 replies
    • 1.7k views
    • 
    • JAY21
    • March 10, 2006

33. Easy Q? Why Can't Partners Establish uni/solo-DB With SE Income?

    By namealreadyinuse, March 8, 2006
    • 10 replies
    • 2.9k views
    • 
    • JAY21
    • March 10, 2006

34. Death Benefit paid from pension plan

    By Guest forum4, March 9, 2006
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • March 9, 2006

35. Forfeiture allocation and 404(a)(7) limit

    By Guest Rae, February 28, 2006
    • 14 replies
    • 4.7k views
    • 
    • Effen
    • March 8, 2006

36. Timing of discretionary amendments

    By Guest DIY, March 7, 2006
    • 4 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 7, 2006

37. Current Liability

    By dmb, March 6, 2006
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • March 7, 2006

38. Proposed 415 regulations

    By Belgarath, March 3, 2006
    • 7 replies
    • 1.9k views
    • 
    • AndyH
    • March 6, 2006

39. Spinoff

    By dmb, March 3, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • March 3, 2006

40. Life Insurance BRF Issue

    By mwyatt, March 2, 2006
    • 5 replies
    • 2k views
    • 
    • AndyH
    • March 3, 2006

41. DB deduction and formula amendments

    By John Feldt ERPA CPC QPA, March 1, 2006
    • 8 replies
    • 2.7k views
    • 
    • FAPInJax
    • March 3, 2006

42. Permissive Aggregation

    By JAY21, February 17, 2006
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 3, 2006

43. Self-Audit Guidelines

    By Guest AEA, February 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • SoCalActuary
    • February 28, 2006

44. Schedule F filer and DB contribution

    By Guest Rae, February 23, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 27, 2006

45. Notice Requirements?

    By Guest fcdeacy, February 24, 2006
    • 4 replies
    • 2.1k views
    • 
    • Locust
    • February 27, 2006

46. Retroactive application of comp limit and career average plans

    By Guest stunner, February 23, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 24, 2006

47. PBGC Coverage

    By Effen, February 21, 2006
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • February 22, 2006

48. DB/Dc Offset Top Heavy Question

    By AndyH, February 16, 2006
    • 6 replies
    • 3.2k views
    • 
    • Kirk Maldonado
    • February 21, 2006

49. Combined Plan - 404(a)(7) Deductibility Limit

    By Guest erepper, February 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • February 21, 2006

50. Top Heavy Minimum after being excluded?

    By John Feldt ERPA CPC QPA, February 15, 2006
    • 3 replies
    • 2k views
    • 
    • FAPInJax
    • February 20, 2006