Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Restricted employee window of opportunity

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

2. 415 Dollar Limit

   By Dougsbpc, March 28, 2006
   • 2 replies
   • 1.6k views
   • 
   • Ron Snyder
   • March 30, 2006

3. Pragmatic Disabled Life Continuance

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

4. sample 60 day notice

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

5. Cash Balance Suspension of Benefits, Actuarial Adjustment

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

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

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

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

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

8. Disability Incidence Table

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

9. 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

10. Adoption of Plan and Deduction

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

11. 415 and Prior Plan

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

12. Late 5500's and PBGC Forms

    By goldtpa, March 20, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • March 20, 2006

13. Another similar Life Insurance in a DB question

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

14. Cash balance general confusion

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

15. 5500 Filing Requirement

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

16. Required Minimum Distribution in a DB plan

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

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

    By katieinny, February 23, 2006
    • 5 replies
    • 4.6k views
    • 
    • Kirk Maldonado
    • March 11, 2006

18. Insurance in DB Plan

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

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

    By namealreadyinuse, March 8, 2006
    • 10 replies
    • 2.8k views
    • 
    • JAY21
    • March 10, 2006

20. Death Benefit paid from pension plan

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

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

    By Guest Rae, February 28, 2006
    • 14 replies
    • 4.6k views
    • 
    • Effen
    • March 8, 2006

22. Timing of discretionary amendments

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

23. Current Liability

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

24. Proposed 415 regulations

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

25. Spinoff

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

26. Life Insurance BRF Issue

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

27. DB deduction and formula amendments

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

28. Permissive Aggregation

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

29. Self-Audit Guidelines

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

30. Schedule F filer and DB contribution

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

31. Notice Requirements?

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

32. Retroactive application of comp limit and career average plans

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

33. PBGC Coverage

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

34. DB/Dc Offset Top Heavy Question

    By AndyH, February 16, 2006
    • 6 replies
    • 3.1k views
    • 
    • Kirk Maldonado
    • February 21, 2006

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

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

36. Top Heavy Minimum after being excluded?

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

37. Interest on Late Quarterlies after the plan year

    By Guest Tautened Winds, February 4, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 19, 2006

38. Disability Benefit Question

    By Guest lvegas, February 17, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 17, 2006

39. PBGC Form 1-ES

    By ubermax, February 16, 2006
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 16, 2006

40. Vesting Upon Plan Termination

    By Guest Texas_Acty, February 15, 2006
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 16, 2006

41. Restructured DB Plan

    By JAY21, February 15, 2006
    • 7 replies
    • 2.1k views
    • 
    • JAY21
    • February 16, 2006

42. fractional accrual

    By Tom Poje, February 14, 2006
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • February 15, 2006

43. Deduction Limit under 404(a)(7) & Possible exemption from excise tax

    By Dennis Povloski, February 3, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 9, 2006

44. RASD Amendments

    By JAY21, February 8, 2006
    • 0 replies
    • 1.4k views
    • 
    • JAY21
    • February 8, 2006

45. Timing of IRS Approval of a DB Plan Termination

    By ishi, February 6, 2006
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • February 6, 2006

46. 412(i) carve out arrangement

    By Guest saeissler, February 3, 2006
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • February 3, 2006

47. De Minimus DB

    By mming, February 3, 2006
    • 5 replies
    • 2.5k views
    • 
    • imchipbrown
    • February 3, 2006

48. no trust agreement

    By Guest jigpsu, February 1, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • February 3, 2006

49. 412i Coverage

    By Guest merlin, September 7, 2005
    • 21 replies
    • 5.3k views
    • 
    • Guest
    • February 3, 2006

50. Actuarial Outsourcing

    By david rigby, January 31, 2006
    • 3 replies
    • 2k views
    • 
    • david rigby
    • February 2, 2006