Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

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

   By namealreadyinuse, March 8, 2006
   • 10 replies
   • 3.1k views
   • 
   • JAY21
   • March 10, 2006

2. Death Benefit paid from pension plan

   By Guest forum4, March 9, 2006
   • 1 reply
   • 1.7k views
   • 
   • david rigby
   • March 9, 2006

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

   By Guest Rae, February 28, 2006
   • 14 replies
   • 5k views
   • 
   • Effen
   • March 8, 2006

4. Timing of discretionary amendments

   By Guest DIY, March 7, 2006
   • 4 replies
   • 2.8k views
   • 
   • Mike Preston
   • March 7, 2006

5. Current Liability

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

6. Proposed 415 regulations

   By Belgarath, March 3, 2006
   • 7 replies
   • 2.1k views
   • 
   • AndyH
   • March 6, 2006

7. Spinoff

   By dmb, March 3, 2006
   • 1 reply
   • 1.7k views
   • 
   • JanetM
   • March 3, 2006

8. Life Insurance BRF Issue

   By mwyatt, March 2, 2006
   • 5 replies
   • 2.1k views
   • 
   • AndyH
   • March 3, 2006

9. DB deduction and formula amendments

   By John Feldt ERPA CPC QPA, March 1, 2006
   • 8 replies
   • 2.8k views
   • 
   • FAPInJax
   • March 3, 2006

10. Permissive Aggregation

    By JAY21, February 17, 2006
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • March 3, 2006

11. Self-Audit Guidelines

    By Guest AEA, February 27, 2006
    • 1 reply
    • 2k views
    • 
    • SoCalActuary
    • February 28, 2006

12. Schedule F filer and DB contribution

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

13. Notice Requirements?

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

14. Retroactive application of comp limit and career average plans

    By Guest stunner, February 23, 2006
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 24, 2006

15. PBGC Coverage

    By Effen, February 21, 2006
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • February 22, 2006

16. DB/Dc Offset Top Heavy Question

    By AndyH, February 16, 2006
    • 6 replies
    • 3.3k views
    • 
    • Kirk Maldonado
    • February 21, 2006

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

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

18. Top Heavy Minimum after being excluded?

    By John Feldt ERPA CPC QPA, February 15, 2006
    • 3 replies
    • 2.1k views
    • 
    • FAPInJax
    • February 20, 2006

19. Interest on Late Quarterlies after the plan year

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

20. Disability Benefit Question

    By Guest lvegas, February 17, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 17, 2006

21. PBGC Form 1-ES

    By ubermax, February 16, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 16, 2006

22. Vesting Upon Plan Termination

    By Guest Texas_Acty, February 15, 2006
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • February 16, 2006

23. Restructured DB Plan

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

24. fractional accrual

    By Tom Poje, February 14, 2006
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • February 15, 2006

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

    By Dennis Povloski, February 3, 2006
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 9, 2006

26. RASD Amendments

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

27. Timing of IRS Approval of a DB Plan Termination

    By ishi, February 6, 2006
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 6, 2006

28. 412(i) carve out arrangement

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

29. De Minimus DB

    By mming, February 3, 2006
    • 5 replies
    • 2.6k views
    • 
    • imchipbrown
    • February 3, 2006

30. no trust agreement

    By Guest jigpsu, February 1, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • February 3, 2006

31. 412i Coverage

    By Guest merlin, September 7, 2005
    • 21 replies
    • 5.4k views
    • 
    • Guest
    • February 3, 2006

32. Actuarial Outsourcing

    By david rigby, January 31, 2006
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • February 2, 2006

33. DB and DC Overlapping Participant - or not

    By John Feldt ERPA CPC QPA, January 27, 2006
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 30, 2006

34. Determining "compensation" for DB plan contribution

    By Guest Deborah, January 28, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 28, 2006

35. Benefit liabilities

    By AndyH, January 26, 2006
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • January 27, 2006

36. Curtailment under FAS 88

    By Guest stunner, January 25, 2006
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • January 26, 2006

37. Variable Rate Premiums

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

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

    By AndyH, January 31, 2005
    • 15 replies
    • 2.6k views
    • 
    • SoCalActuary
    • January 26, 2006

39. DB/DC Gateway

    By Blinky the 3-eyed Fish, January 25, 2006
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 26, 2006

40. Trustee decisions final & binding

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

41. split-dollar reporting

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

42. Couldn't pass this one up

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

43. Maximizing Lump Sum Distribution

    By bvhea, January 24, 2006
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • January 24, 2006

44. Optional form of annuity

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

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

    By katieinny, January 18, 2006
    • 10 replies
    • 3.8k views
    • 
    • GBurns
    • January 21, 2006

46. 412(i) Plan and Election to Participate in Announcement 2005-80 Settlement Initiative

    By Guest EMM118, January 19, 2006
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • January 20, 2006

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

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

48. User Fee

    By Penman2006, January 17, 2006
    • 0 replies
    • 1.3k views
    • 
    • Penman2006
    • January 17, 2006

49. Cessation of Operations ERISA 4062(e) situation

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

50. Discriminatory Plan Feature

    By Guest Texas_Acty, January 13, 2006
    • 4 replies
    • 1.6k views
    • 
    • WDIK
    • January 13, 2006