Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

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

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

2. Top Heavy Minimum after being excluded?

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

3. Interest on Late Quarterlies after the plan year

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

4. Disability Benefit Question

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

5. PBGC Form 1-ES

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

6. Vesting Upon Plan Termination

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

7. Restructured DB Plan

   By JAY21, February 15, 2006
   • 7 replies
   • 2.2k views
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   • JAY21
   • February 16, 2006

8. fractional accrual

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

9. 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

10. RASD Amendments

    By JAY21, February 8, 2006
    • 0 replies
    • 1.5k views
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    • JAY21
    • February 8, 2006

11. Timing of IRS Approval of a DB Plan Termination

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

12. 412(i) carve out arrangement

    By Guest saeissler, February 3, 2006
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • February 3, 2006

13. De Minimus DB

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

14. no trust agreement

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

15. 412i Coverage

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

16. Actuarial Outsourcing

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

17. 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

18. Determining "compensation" for DB plan contribution

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

19. Benefit liabilities

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

20. Curtailment under FAS 88

    By Guest stunner, January 25, 2006
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • January 26, 2006

21. Variable Rate Premiums

    By Guest Astro, January 25, 2006
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • January 26, 2006

22. Change in Plan Year-Is this a change in the valuation date/funding method?

    By AndyH, January 31, 2005
    • 15 replies
    • 2.5k views
    • 
    • SoCalActuary
    • January 26, 2006

23. 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

24. Trustee decisions final & binding

    By Guest sidalee1, January 25, 2006
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • January 26, 2006

25. split-dollar reporting

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

26. Couldn't pass this one up

    By mwyatt, January 25, 2006
    • 2 replies
    • 1.4k views
    • 
    • GBurns
    • January 25, 2006

27. Maximizing Lump Sum Distribution

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

28. Optional form of annuity

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

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

    By katieinny, January 18, 2006
    • 10 replies
    • 3.6k views
    • 
    • GBurns
    • January 21, 2006

30. 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

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

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

32. User Fee

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

33. Cessation of Operations ERISA 4062(e) situation

    By Guest VTM, September 16, 2005
    • 3 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • January 14, 2006

34. Discriminatory Plan Feature

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

35. US Federal Court Order

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

36. 2006 DB Minimum Distributions

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

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

    By Effen, January 4, 2006
    • 5 replies
    • 1.5k views
    • 
    • SoCalActuary
    • January 12, 2006

38. COPA - Who/why are they?

    By Effen, November 29, 2005
    • 10 replies
    • 2.6k views
    • 
    • Effen
    • January 11, 2006

39. IBM freezes DB accruals

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

40. Missed MRC

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

41. Dif NRA, BRF?

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

42. Nov 30-Year Treasury Rate

    By mwyatt, December 29, 2005
    • 6 replies
    • 1.9k views
    • 
    • mwyatt
    • December 30, 2005

43. Combined Plans using PEO 401(k)

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

44. Real Estate investment

    By flosfur, December 22, 2005
    • 8 replies
    • 3k views
    • 
    • SoCalActuary
    • December 27, 2005

45. spouse notice of retroactive annuity starting date

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

46. New DB Employees

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

47. No NHCE's

    By ombskid, December 16, 2005
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • December 16, 2005

48. purchasing insurance policy FROM the plan

    By himt4, December 12, 2005
    • 7 replies
    • 2k views
    • 
    • GBurns
    • December 15, 2005

49. Spin-off vesting issue

    By dmb, December 13, 2005
    • 7 replies
    • 3.2k views
    • 
    • david rigby
    • December 15, 2005

50. How are people handling this?

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