Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Beginning of Year Valuation

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

2. accrued to date testing with sep plan

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

3. Terminating DB Plan Missing Participants

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

4. FAS change of measurement date

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

5. Subsidized benefits and plan termination

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

6. Service exclusion for Vesting

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

7. Migration question

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

8. Termination of a 412(i) plan

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

9. Non-Profit Enties-special opportunities

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

10. Takeover/change in actuary

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

11. COPA - Who/why are they?

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

12. 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

13. Minimum Distributions

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

14. Asset Valuation Method

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

15. Asset Valuation Method

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

16. Lump Sums

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

17. 401(a)(9) Amendments

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

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

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

19. MRD for New Plan

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

20. Granting Service

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

21. Post-Retirement Medical Accounts-DB

    By JAY21, November 14, 2005
    • 0 replies
    • 1.5k views
    • 
    • JAY21
    • November 14, 2005

22. New Plan for a dead guy?

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

23. Arbitrary Acceleration of Early Retirement Age for Some

    By Guest Grumpy456, November 11, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 14, 2005

24. Hurricane Katrina

    By flosfur, November 11, 2005
    • 2 replies
    • 1.4k views
    • 
    • flosfur
    • November 11, 2005

25. Sample Letter to describe defined benefit plans

    By KateSmithPA, November 10, 2005
    • 4 replies
    • 2.2k views
    • 
    • AndyH
    • November 14, 2005

26. Excluding "some" union employees

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

27. Wiping out bases due to ERISA FFL

    By dmb, November 4, 2005
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • November 4, 2005

28. Separate Plan for Employees

    By Dougsbpc, November 4, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 4, 2005

29. 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

30. Death Benefit under QPSA after plan termination

    By Guest BDZ, November 3, 2005
    • 3 replies
    • 2.3k views
    • 
    • JAY21
    • November 4, 2005

31. Plan Merger Timeline

    By Guest smstls, November 3, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 2005

32. Expense loads in funding

    By FAPInJax, November 1, 2005
    • 4 replies
    • 1.9k views
    • 
    • SoCalActuary
    • November 3, 2005

33. Top Heavy Plans

    By Guest joe22, November 1, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 2005

34. Loans from pension plan

    By Gary, November 1, 2005
    • 2 replies
    • 1.7k views
    • 
    • could be me maybe not
    • November 2, 2005

35. Partnership Plan and Plan Deduction Logistics

    By Gary, October 31, 2005
    • 8 replies
    • 8.8k views
    • 
    • Guest
    • November 4, 2005

36. Employer wants money back. Now what?

    By katieinny, October 31, 2005
    • 27 replies
    • 9.1k views
    • 
    • SoCalActuary
    • February 28, 2010

37. Minimum participation under S401(a)(26)

    By flosfur, October 30, 2005
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • October 31, 2005

38. Vesting on Plan Termination - revisited

    By flosfur, October 29, 2005
    • 5 replies
    • 2k views
    • 
    • Kirk Maldonado
    • November 1, 2005

39. Cost of Actuarial Services

    By Guest forum4, October 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • October 28, 2005

40. Creative Unionizing-410b Exclusions

    By JAY21, October 28, 2005
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 29, 2005

41. Need Help! IRS Audit

    By goldtpa, October 28, 2005
    • 9 replies
    • 2.1k views
    • 
    • AndyH
    • November 5, 2005

42. Age limits on DB plan startups?

    By steve-o, October 28, 2005
    • 7 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 3, 2005

43. Overlap and plan year and fiscal year

    By Guest saeissler, October 27, 2005
    • 8 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

44. Mid-Year Merger of DB Plans

    By ac, October 27, 2005
    • 3 replies
    • 1.5k views
    • 
    • LIBOR
    • October 31, 2005

45. Deduction of Contributions to a DB Plan

    By ac, October 27, 2005
    • 7 replies
    • 1.9k views
    • 
    • flosfur
    • October 30, 2005

46. PBGC Premium Payments

    By Guest abajeb, October 26, 2005
    • 3 replies
    • 1.5k views
    • 
    • could be me maybe not
    • October 27, 2005

47. 204(h) Notice mailing date ?

    By Guest hyper, October 26, 2005
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 27, 2005

48. Reportable Event Notice to PBGC

    By Guest penman, October 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • October 20, 2005

49. 401(a)(17) and application of IRS Notice 2001-56

    By Belgarath, October 19, 2005
    • 6 replies
    • 1.9k views
    • 
    • SoCalActuary
    • October 20, 2005

50. Form 5330 Help

    By Guest penman, October 19, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 2005