Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 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

2. no trust agreement

   By Guest jigpsu, February 1, 2006
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • February 3, 2006

3. Predecessor Service

   By John Feldt ERPA CPC QPA, February 1, 2006
   • 3 replies
   • 3.3k views
   • 
   • Madison71
   • August 12, 2011

4. Actuarial Outsourcing

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

5. Determining "compensation" for DB plan contribution

   By Guest Deborah, January 28, 2006
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • January 28, 2006

6. DB and DC Overlapping Participant - or not

   By John Feldt ERPA CPC QPA, January 27, 2006
   • 1 reply
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • January 30, 2006

7. Benefit liabilities

   By AndyH, January 26, 2006
   • 1 reply
   • 1.2k views
   • 
   • AndyH
   • January 27, 2006

8. Trustee decisions final & binding

   By Guest sidalee1, January 25, 2006
   • 4 replies
   • 1.2k views
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   • Effen
   • January 26, 2006

9. DB/DC Gateway

   By Blinky the 3-eyed Fish, January 25, 2006
   • 2 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • January 26, 2006

10. Variable Rate Premiums

    By Guest Astro, January 25, 2006
    • 2 replies
    • 1.2k views
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    • SoCalActuary
    • January 26, 2006

11. Curtailment under FAS 88

    By Guest stunner, January 25, 2006
    • 5 replies
    • 3.6k views
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    • Guest
    • January 26, 2006

12. Couldn't pass this one up

    By mwyatt, January 25, 2006
    • 2 replies
    • 1.3k views
    • 
    • GBurns
    • January 25, 2006

13. Maximizing Lump Sum Distribution

    By bvhea, January 24, 2006
    • 1 reply
    • 1.3k views
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    • SoCalActuary
    • January 24, 2006

14. split-dollar reporting

    By Guest jigpsu, January 24, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 25, 2006

15. Optional form of annuity

    By FAPInJax, January 23, 2006
    • 2 replies
    • 1.4k views
    • 
    • FAPInJax
    • January 24, 2006

16. Reallocation of Forfeitures after merging of DC plan into DB plan

    By YankeeFan, January 20, 2006
    • 2 replies
    • 1.9k views
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    • rcline46
    • January 20, 2006

17. 412(i) Plan and Election to Participate in Announcement 2005-80 Settlement Initiative

    By Guest EMM118, January 19, 2006
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • January 20, 2006

18. What happens if the IRS does not issue a favorable determination letter?

    By katieinny, January 18, 2006
    • 10 replies
    • 3.5k views
    • 
    • GBurns
    • January 21, 2006

19. User Fee

    By Penman2006, January 17, 2006
    • 0 replies
    • 1.2k views
    • 
    • Penman2006
    • January 17, 2006

20. Discriminatory Plan Feature

    By Guest Texas_Acty, January 13, 2006
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • January 13, 2006

21. CL Rates for 2006

    By Guest merlin, January 12, 2006
    • 8 replies
    • 3k views
    • 
    • david rigby
    • April 26, 2006

22. 2006 DB Minimum Distributions

    By AndyH, January 10, 2006
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • January 12, 2006

23. US Federal Court Order

    By Guest forum4, January 6, 2006
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2006

24. IBM freezes DB accruals

    By Guest mjb, January 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 6, 2006

25. dist at 415 limit - today, Jan 4th

    By Effen, January 4, 2006
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 12, 2006

26. Missed MRC

    By Penman2006, January 3, 2006
    • 3 replies
    • 1.5k views
    • 
    • Penman2006
    • January 3, 2006

27. Nov 30-Year Treasury Rate

    By mwyatt, December 29, 2005
    • 6 replies
    • 1.8k views
    • 
    • mwyatt
    • December 30, 2005

28. Combined Plans using PEO 401(k)

    By Guest pm01, December 28, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 28, 2005

29. Real Estate investment

    By flosfur, December 22, 2005
    • 8 replies
    • 2.9k views
    • 
    • SoCalActuary
    • December 27, 2005

30. spouse notice of retroactive annuity starting date

    By LIBERTYKID, December 21, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 21, 2005

31. New DB Employees

    By Guest tintree173, December 20, 2005
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • December 21, 2005

32. No NHCE's

    By ombskid, December 16, 2005
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • December 16, 2005

33. Dif NRA, BRF?

    By Guest Partly Cloudy, December 14, 2005
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • December 30, 2005

34. Spin-off vesting issue

    By dmb, December 13, 2005
    • 7 replies
    • 3k views
    • 
    • david rigby
    • December 15, 2005

35. purchasing insurance policy FROM the plan

    By himt4, December 12, 2005
    • 7 replies
    • 1.9k views
    • 
    • GBurns
    • December 15, 2005

36. Expiration of PFEA re 415

    By dmb, December 12, 2005
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • December 13, 2005

37. How are people handling this?

    By Guest tintree73, December 12, 2005
    • 4 replies
    • 1.5k views
    • 
    • SoCalActuary
    • December 13, 2005

38. Termination of underfunded DB Plan - reduction of benefit

    By Guest jvanheyde, December 9, 2005
    • 3 replies
    • 1.7k views
    • 
    • ak2ary
    • December 10, 2005

39. Db Plan - constructive ownership

    By Guest Yelena39, December 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • December 9, 2005

40. Beginning of Year Valuation

    By Dougsbpc, December 8, 2005
    • 1 reply
    • 1.8k views
    • 
    • FAPInJax
    • December 9, 2005

41. accrued to date testing with sep plan

    By Draper55, December 7, 2005
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • December 8, 2005

42. Terminating DB Plan Missing Participants

    By bvhea, December 6, 2005
    • 0 replies
    • 1.1k views
    • 
    • bvhea
    • December 6, 2005

43. FAS change of measurement date

    By Guest saeissler, December 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 5, 2005

44. Subsidized benefits and plan termination

    By Guest Mike Spickard, December 2, 2005
    • 1 reply
    • 1.5k views
    • 
    • ishi
    • September 19, 2006

45. Service exclusion for Vesting

    By flosfur, December 2, 2005
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • December 2, 2005

46. Migration question

    By Guest DWoodard, December 1, 2005
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • December 2, 2005

47. Termination of a 412(i) plan

    By Guest Brickbat, December 1, 2005
    • 8 replies
    • 4.2k views
    • 
    • Guest
    • December 2, 2005

48. Non-Profit Enties-special opportunities

    By JAY21, November 29, 2005
    • 2 replies
    • 1.4k views
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    • SoCalActuary
    • December 1, 2005

49. Takeover/change in actuary

    By dmb, November 29, 2005
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • December 3, 2005

50. COPA - Who/why are they?

    By Effen, November 29, 2005
    • 10 replies
    • 2.5k views
    • 
    • Effen
    • January 11, 2006