Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. Interpretation of 404 deduction limits

   By Gary, December 8, 2004
   • 4 replies
   • 1.8k views
   • 
   • himt4
   • May 4, 2006

2. 412i or Not?

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

3. Multiple Employer DB Pension Plan

   By Guest Teddie, May 1, 2006
   • 3 replies
   • 1.9k views
   • 
   • Ron Snyder
   • May 4, 2006

4. Overpayment by DB Plan.

   By mal, April 26, 2006
   • 5 replies
   • 2.2k views
   • 
   • mal
   • May 3, 2006

5. Nondeductible contribution in plan/plan termination

   By Guest saeissler, April 28, 2006
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • May 1, 2006

6. PBGC Form 1 Schedule A - Changing methodology

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

7. Does soft freeze meet safe harbor

   By dmb, April 27, 2006
   • 0 replies
   • 1.2k views
   • 
   • dmb
   • April 27, 2006

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

   By SteveH, April 26, 2006
   • 8 replies
   • 2.2k views
   • 
   • Locust
   • April 27, 2006

9. Split Funding Method

   By flosfur, April 20, 2006
   • 2 replies
   • 2.3k views
   • 
   • SoCalActuary
   • April 27, 2006

10. CL Rates for 2006

    By Guest merlin, January 12, 2006
    • 8 replies
    • 3.2k views
    • 
    • david rigby
    • April 26, 2006

11. Illegal 412(i) Plans

    By Guest FLMaster, March 10, 2006
    • 46 replies
    • 9.7k views
    • 
    • AndyH
    • April 25, 2006

12. social security and pension

    By Guest lskin, April 24, 2006
    • 2 replies
    • 1.4k views
    • 
    • mwyatt
    • April 25, 2006

13. 2005 5500ez - To B or not to B (schedule B, that is)

    By himt4, April 18, 2006
    • 21 replies
    • 3.8k views
    • 
    • himt4
    • April 24, 2006

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

    By Guest Grumpy456, April 19, 2006
    • 12 replies
    • 3.5k views
    • 
    • Guest
    • April 21, 2006

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

    By himt4, April 21, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • April 21, 2006

16. 2007 Gray Book

    By Guest Carol the Writer, April 17, 2006
    • 10 replies
    • 2.6k views
    • 
    • AndyH
    • April 21, 2006

17. FAS Curtailment

    By Blinky the 3-eyed Fish, April 19, 2006
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • April 19, 2006

18. Deductible limit

    By Guest MAS51361, April 17, 2006
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 19, 2006

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

    By Guest flogger, April 17, 2006
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • April 18, 2006

20. SS Integration-Permitted Disparity

    By JAY21, April 14, 2006
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • April 17, 2006

21. FASB calculations

    By FAPInJax, April 17, 2006
    • 1 reply
    • 1.6k views
    • 
    • SoCalActuary
    • April 17, 2006

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

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

23. Unit Credit Funding Method - Gain or Loss Base

    By YankeeFan, April 5, 2006
    • 6 replies
    • 2.6k views
    • 
    • david rigby
    • April 13, 2006

24. Proposed 415 Regs

    By JAY21, April 12, 2006
    • 4 replies
    • 2.1k views
    • 
    • SoCalActuary
    • April 13, 2006

25. Way to confirm enrolment of actuary?

    By AndyH, March 28, 2006
    • 27 replies
    • 9.6k views
    • 
    • SoCalActuary
    • April 7, 2006

26. Schedule B reporting of pre-funding

    By Guest saeissler, April 6, 2006
    • 12 replies
    • 2.6k views
    • 
    • Mike Preston
    • April 7, 2006

27. Required Minimum Distributions. Lump Sum

    By Gary, April 7, 2006
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • April 7, 2006

28. DB AND DC COMBINED DEDUCTION

    By Effen, March 30, 2006
    • 24 replies
    • 5.7k views
    • 
    • Guest
    • April 5, 2006

29. 411(d)(6) Final Regulations - EA Meeting Grey Book

    By Guest mingblue, March 31, 2006
    • 10 replies
    • 2.9k views
    • 
    • Guest
    • April 4, 2006

30. Reading The Tea Leaves

    By JAY21, April 3, 2006
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 3, 2006

31. Reportable Event Notice

    By J2D2, March 31, 2006
    • 2 replies
    • 1.6k views
    • 
    • J2D2
    • March 31, 2006

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

    By SteveH, March 30, 2006
    • 6 replies
    • 1.6k views
    • 
    • SoCalActuary
    • March 31, 2006

33. Restricted employee window of opportunity

    By dmb, March 30, 2006
    • 5 replies
    • 2.1k views
    • 
    • dmb
    • March 30, 2006

34. 415 Dollar Limit

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

35. Pragmatic Disabled Life Continuance

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

36. sample 60 day notice

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

37. Cash Balance Suspension of Benefits, Actuarial Adjustment

    By Guest aciepluch, March 24, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 24, 2006

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

    By Belgarath, March 24, 2006
    • 0 replies
    • 1.4k views
    • 
    • Belgarath
    • March 24, 2006

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

    By Guest Steven Podnos, March 23, 2006
    • 9 replies
    • 2.3k views
    • 
    • AndyH
    • March 24, 2006

40. Disability Incidence Table

    By Guest Texas_Acty, March 22, 2006
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • March 23, 2006

41. 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

42. Adoption of Plan and Deduction

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

43. 415 and Prior Plan

    By pookah, March 15, 2006
    • 8 replies
    • 2.5k views
    • 
    • AndyH
    • March 21, 2006

44. Late 5500's and PBGC Forms

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

45. Another similar Life Insurance in a DB question

    By SteveH, March 17, 2006
    • 3 replies
    • 1.6k views
    • 
    • SteveH
    • March 18, 2006

46. Cash balance general confusion

    By Guest saeissler, March 16, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 17, 2006

47. 5500 Filing Requirement

    By Gary, March 14, 2006
    • 2 replies
    • 1.8k views
    • 
    • Effen
    • March 15, 2006

48. Required Minimum Distribution in a DB plan

    By Dennis Povloski, March 13, 2006
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • March 14, 2006

49. 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

50. Insurance in DB Plan

    By Dougsbpc, March 9, 2006
    • 2 replies
    • 1.8k views
    • 
    • JAY21
    • March 10, 2006