Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. Maximizing Lump Sum Distribution

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

2. Optional form of annuity

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

3. 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

4. 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

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

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

6. User Fee

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

7. Cessation of Operations ERISA 4062(e) situation

   By Guest VTM, September 16, 2005
   • 3 replies
   • 2.3k views
   • 
   • Kirk Maldonado
   • January 14, 2006

8. Discriminatory Plan Feature

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

9. US Federal Court Order

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

10. 2006 DB Minimum Distributions

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

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

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

12. COPA - Who/why are they?

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

13. IBM freezes DB accruals

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

14. Missed MRC

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

15. Dif NRA, BRF?

    By Guest Partly Cloudy, December 14, 2005
    • 6 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • December 30, 2005

16. Nov 30-Year Treasury Rate

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

17. Combined Plans using PEO 401(k)

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

18. Real Estate investment

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

19. spouse notice of retroactive annuity starting date

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

20. New DB Employees

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

21. No NHCE's

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

22. purchasing insurance policy FROM the plan

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

23. Spin-off vesting issue

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

24. How are people handling this?

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

25. Expiration of PFEA re 415

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

26. Termination of underfunded DB Plan - reduction of benefit

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

27. Db Plan - constructive ownership

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

28. How to determine the 415 limit under a new DB plan when there was a benefit from an old DB plan of the same employer, under old and proposed rules.

    By Guest saeissler, August 11, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • December 9, 2005

29. Beginning of Year Valuation

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

30. accrued to date testing with sep plan

    By Draper55, December 7, 2005
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • December 8, 2005

31. Terminating DB Plan Missing Participants

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

32. Can terminating plan make special funding contribution?

    By Guest davesbpc, August 19, 2005
    • 16 replies
    • 3k views
    • 
    • AndyH
    • December 5, 2005

33. FAS change of measurement date

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

34. Takeover/change in actuary

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

35. Termination of a 412(i) plan

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

36. Migration question

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

37. Service exclusion for Vesting

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

38. Non-Profit Enties-special opportunities

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

39. Deduction of contributions after year of termination?

    By Dennis Povloski, November 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 29, 2005

40. Minimum Distributions

    By Guest Gumby, November 28, 2005
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • November 29, 2005

41. Lump Sums

    By Guest PAUL DUGAN, November 16, 2005
    • 7 replies
    • 2.1k views
    • 
    • AndyH
    • November 28, 2005

42. Asset Valuation Method

    By Guest Texas_Acty, November 23, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 26, 2005

43. Asset Valuation Method

    By Guest Texas_Acty, November 23, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 23, 2005

44. Anyone had a 412(e) app accepted?

    By Erik Read, November 15, 2005
    • 2 replies
    • 1.5k views
    • 
    • Erik Read
    • November 22, 2005

45. 401(a)(9) Amendments

    By Guest qualified plan, November 16, 2005
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • November 16, 2005

46. Granting Service

    By Guest Grumpy456, November 14, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 15, 2005

47. Joint and Survivor Annuity

    By Blinky the 3-eyed Fish, November 3, 2005
    • 13 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 15, 2005

48. MRD for New Plan

    By mwyatt, November 15, 2005
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • November 15, 2005

49. Excluding "some" union employees

    By Guest penman, November 5, 2005
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • November 15, 2005

50. New Plan for a dead guy?

    By Dennis Povloski, November 14, 2005
    • 7 replies
    • 1.7k views
    • 
    • Effen
    • November 14, 2005