Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 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

2. Minimum Distributions

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

3. Asset Valuation Method

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

4. Asset Valuation Method

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

5. Lump Sums

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

6. 401(a)(9) Amendments

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

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

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

8. MRD for New Plan

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

9. Granting Service

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

10. Post-Retirement Medical Accounts-DB

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

11. New Plan for a dead guy?

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

12. Arbitrary Acceleration of Early Retirement Age for Some

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

13. Hurricane Katrina

    By flosfur, November 11, 2005
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • November 11, 2005

14. Sample Letter to describe defined benefit plans

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

15. Excluding "some" union employees

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

16. Wiping out bases due to ERISA FFL

    By dmb, November 4, 2005
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • November 4, 2005

17. Separate Plan for Employees

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

18. 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

19. Death Benefit under QPSA after plan termination

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

20. Plan Merger Timeline

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

21. Expense loads in funding

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

22. Top Heavy Plans

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

23. Loans from pension plan

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

24. Partnership Plan and Plan Deduction Logistics

    By Gary, October 31, 2005
    • 8 replies
    • 8.7k views
    • 
    • Guest
    • November 4, 2005

25. Employer wants money back. Now what?

    By katieinny, October 31, 2005
    • 27 replies
    • 9k views
    • 
    • SoCalActuary
    • February 28, 2010

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

    By flosfur, October 30, 2005
    • 1 reply
    • 1.6k views
    • 
    • SoCalActuary
    • October 31, 2005

27. Vesting on Plan Termination - revisited

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

28. Cost of Actuarial Services

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

29. Creative Unionizing-410b Exclusions

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

30. Need Help! IRS Audit

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

31. Age limits on DB plan startups?

    By steve-o, October 28, 2005
    • 7 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 3, 2005

32. Overlap and plan year and fiscal year

    By Guest saeissler, October 27, 2005
    • 8 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

33. Mid-Year Merger of DB Plans

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

34. Deduction of Contributions to a DB Plan

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

35. PBGC Premium Payments

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

36. 204(h) Notice mailing date ?

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

37. Reportable Event Notice to PBGC

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

38. 401(a)(17) and application of IRS Notice 2001-56

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

39. Form 5330 Help

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

40. Survivor benefit plan

    By Guest nelsonabby, October 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • October 20, 2005

41. 412(i) Plans and 50% Annuity and 50% Life Insurance Mix

    By Guest Edward McElroy, October 18, 2005
    • 3 replies
    • 1.6k views
    • 
    • FAPInJax
    • October 19, 2005

42. Charging DB Participants For Distributions

    By Guest Grumpy455, October 18, 2005
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • October 19, 2005

43. Mortality and Turnover Table

    By Blinky the 3-eyed Fish, October 18, 2005
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • October 19, 2005

44. Normal Retirement Age

    By SteveH, October 18, 2005
    • 4 replies
    • 3.2k views
    • 
    • david rigby
    • October 19, 2005

45. Eligibility Rules

    By Effen, October 17, 2005
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • October 21, 2005

46. Amortization Base in Year Following Early Retirement Window

    By LIBOR, October 12, 2005
    • 7 replies
    • 1.7k views
    • 
    • LIBOR
    • October 20, 2005

47. 415 limits and amendment to freeze

    By Belgarath, October 12, 2005
    • 6 replies
    • 1.9k views
    • 
    • AndyH
    • October 12, 2005

48. More fun with 415 questions

    By AndyH, October 12, 2005
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • October 14, 2005

49. DB/DC carve out plans and top heavy minimums

    By Guest picwrc, October 11, 2005
    • 3 replies
    • 1.6k views
    • 
    • SoCalActuary
    • October 13, 2005

50. Excise tax on prohibited transactions

    By Gary, October 11, 2005
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • October 11, 2005