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Full Version: Defined Benefit Plans, Including Cash Balance
BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
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  1. Reasonable Funding Method (6 replies)
  2. Waiving Benefits by Shareholders (10 replies)
  3. Help Interpreting LR Increase (12 replies)
  4. Flat Dollar Contribution, requires cash-balance arrangment ? (3 replies)
  5. Nondiscrimination Testing in Conjunction With a Window (0 replies)
  6. Company life insurance reimburse DB trust? (6 replies)
  7. valuing a benefit for QDRO (8 replies)
  8. Fiduciary with insider information (1 reply)
  9. Change in funding method (1 reply)
  10. Projecting Benefits With a Salary Scale, Funding Without (3 replies)
  11. If a client implemented a DB plan and then in a year or so filed bankruptcy, would the money in the DB plan be protected or would "preferential treatment" apply? (8 replies)
  12. Underfunded frozen plan (10 replies)
  13. Cash Balance Plan meaningful benefit (2 replies)
  14. New Proposed 415 Regulations (18 replies)
  15. Cash Balance Plans with different levels of benefits and backloading issue. (0 replies)
  16. PBGC's long-term viability? (1 reply)
  17. Funky transaction (7 replies)
  18. Missed Participants in a DB plan (1 reply)
  19. Does highest 3-year compensation figure of 415(b) have to be adjusted (27 replies)
  20. In a final average pay plan, is it customary to lock in any prior year (11 replies)
  21. Conversion from Final Average Pay Plan to Career Average Pay Plan (2 replies)
  22. Post Ret Accrual after LS (3 replies)
  23. Valuing a benefit for a divorce settlement (5 replies)
  24. Government plan employee group wants their share of unallocated fund transferred to 401(k) plan (3 replies)
  25. Funding Deficiency? (4 replies)
  26. Top Heavy Determination - DB Plan Termination and 401(k) Adoption (1 reply)
  27. Integrated Benefit - Is AB protected? (8 replies)
  28. restructuring and reasonable classification (0 replies)
  29. One Election Form for 2 Cash Balance Plans (11 replies)
  30. Projected Compensation and Application of Compensation Limit (1 reply)
  31. Replacement Ratios for Execs (2 replies)
  32. FSA, FFC, Max Deductions (2 replies)
  33. Residual intrest credited to plan account after final 5500 filed (3 replies)
  34. Sole prop income during year of plan termination (5 replies)
  35. 412(i) Query (11 replies)
  36. Employer wants to rescind DBP during first year; does not want the plan. (4 replies)
  37. Plan Loan from DB PLan (0 replies)
  38. Pre-participation Service (0 replies)
  39. Owner/HCE Participant Exclusion - New Cash Balance Plan (7 replies)
  40. Is This a Loophole ? Or , What Am I Missing ? (6 replies)
  41. In-service distribution and subsequent benefits (4 replies)
  42. MGB (8 replies)
  43. DB/DC Combined Deductible Limit (11 replies)
  44. Early Retirement Window Non-Discrimination Testing (0 replies)
  45. Plan Conversion, Compliance (3 replies)
  46. Required Interest Credit for Mandatory Contributions (2 replies)
  47. Premium brain cramp check EOY valuation (0 replies)
  48. Late Quarterly Interest (3 replies)
  49. Deemed Uniformity & 401(l) (0 replies)
  50. EOY Valuation and Accrued Benefit Cost Method (1 reply)
  51. Paying Out Employee Contributions First (2 replies)
  52. 94 Gar Qx (1 reply)
  53. Lump sum interest rate for 2005 (13 replies)
  54. Tax exemption for 3/4 accidental disability pension (on the job incurred) (2 replies)
  55. Exemption from Excise Tax on Certain Non-Deductible Contributions in DB Plans after 2001 (3 replies)
  56. Statement With Information Reported on Form SSA (5 replies)
  57. Heinz/Rev. Proc. 2005-23 (1 reply)
  58. Schedule SSA - listing of those reported (12 replies)
  59. Changing vesting (2 replies)
  60. Client disclosure (4 replies)
  61. Can a salary scale be used with Level Dollar Individual Aggregate funding method? (2 replies)
  62. Interest Rate for Normal Cost Calculation (28 replies)
  63. Short term military leave and USERRA (0 replies)
  64. Bad QDRO-What to do? (8 replies)
  65. Potential Age Disrimination (2 replies)
  66. In-kind contribution and minimum funding (6 replies)
  67. Money Purchase (0 replies)
  68. Revised IRS model 402(f) special tax distribution notice? (0 replies)
  69. 412(i) plans - the basics (35 replies)
  70. Insurance using Revenue Ruling 74-307 (1 reply)
  71. Present value of 415 benefit (7 replies)
  72. PLan compensation (4 replies)
  73. EA Meeting 2005 (5 replies)
  74. 2004 Max Rate (9 replies)
  75. Supreme Court decision on conversions (17 replies)
  76. Current Liability and 415 (3 replies)
  77. Dang Acronyms - need a little help with ITO (2 replies)
  78. Deferred Retiree Benefiting under 410(B)? (10 replies)
  79. Minimum participation rules - meaningful benefit (2 replies)
  80. Reduction of accrued benefit (6 replies)
  81. Demutualization Proceeds in Connection with a Contributory Terminated Defined Benefit Plan (7 replies)
  82. Potentially Discriminatory Definition of Pay (3 replies)
  83. Early Retirement Window and Non-Discrimination (6 replies)
  84. 415(b) - All Income derived from a guild - Can a separate plan be set up (9 replies)
  85. Rev. Proc. 2000-40 (4 replies)
  86. RPA'94 CL AT B.O.Y. FOR LINE 2B OF SCHEDULE B. (6 replies)
  87. excess contribution (nondeductible) (10 replies)
  88. Deceased Terminated Vested Employees (6 replies)
  89. Prior accrued benefit in Cash Balance Plan & IRC 404(a)(7)(A) (4 replies)
  90. FAS 88 Curtailment (7 replies)
  91. Mandatory Rollover Rules (6 replies)
  92. Business sale and 204(h) notice (2 replies)
  93. OBRA FFC Bases (1 reply)
  94. Contribution Deduction (5 replies)
  95. Looking for tables (4 replies)
  96. Looking for opinion on a non-pension actuarial request (4 replies)
  97. QJSA AS LEAST AS VALUABLE (0 replies)
  98. 412(i) Magic Language (12 replies)
  99. Notice of Plan Benefits (9 replies)
  100. 415 compensation (1 reply)
  101. FASB-What triggers this to be required? (4 replies)
  102. Required minimum distribution calculation (4 replies)
  103. 50% J&S benefit for young non spouse beneficiary (7 replies)
  104. Incidental Death Benefit (6 replies)
  105. Subsidized Joint and Survivor Annuity & missing spouse (4 replies)
  106. calculating comp limits pre-EGTRRA method after EGTRRA (0 replies)
  107. Quarterly penalties (Again#!?#?$?@) (1 reply)
  108. Asset Valuation Method (2 replies)
  109. Exclusion of vesting service prior to plan effective date (8 replies)
  110. Restricted Benefit Calc-One Year Period Available ? (3 replies)
  111. mandatory Employee contributions: after-tax? (2 replies)
  112. Do u have to switch to UC for a frozen DB Plan? (1 reply)
  113. FIL Method-Assumption Base (3 replies)
  114. Terminated Plan and Plan Amendments (4 replies)
  115. Purchasing Additional Benefit Service (2 replies)
  116. Assets for year-end valuation (1 reply)
  117. DB/DC combo testing issue-avoiding the Gateway (4 replies)
  118. Changing Payment Election After Payments Commence (1 reply)
  119. 415 Limit and Old DB Plan (8 replies)
  120. Deadline for submitting plan for using Form 5307 (0 replies)
  121. FIL Funding Method (6 replies)
  122. General Testing of Cash Balance Plan (9 replies)
  123. Non-discrimination questions (12 replies)
  124. Something the actuaries might appreciate. (2 replies)
  125. Expenses related to real estate purchase by pension plan (3 replies)
  126. What resources do you use to locate deceased DB participants? (3 replies)
  127. withholding on annuity payments. (6 replies)
  128. Adoption of 401(a)(9) Model Amendment in Rev. Proc. 2002-29 (0 replies)
  129. In-Service Distribution (16 replies)
  130. Pension Plan Investments and Transactions (0 replies)
  131. 412 Deficiency and Full Funding Limit (1 reply)
  132. 6 year top-heavy graded vesting a suggestion or rule. (1 reply)
  133. DB Plan with 3 EE's (2 HCEs, 1NHCE) with funding level over the 25% deductible limit. Can I add a Safe Harbor 401(k) Plan? (5 replies)
  134. Three (3) Employee Categories Within Same Plan (2 replies)
  135. 404(a)(7) Limit For Different Plan/Fiscal Years (0 replies)
  136. Affiliated Service Group/404(a)(7) Issue (2 replies)
  137. Distribution Codes (4 replies)
  138. Rev. Rul. 2001-62 Mortality Table (10 replies)
  139. Top heavy in frozen DB plan (21 replies)
  140. Which stock counts in determining substantial owner status w/re: sufficiency waiver (3 replies)
  141. Retro Annutiy Start Dates (1 reply)
  142. Deficit Reduction Contribution for New Plan (0 replies)
  143. Service Credits to an employee with no wages (8 replies)
  144. Where can I find Revenue Procedures online? (1 reply)
  145. NRA with "age 55 and completion of 16 years of service" (7 replies)
  146. Game Plan for DB NQPs in Light of the American Jobs Creation Act(Also Appears in Nonqualified Deferred Conpension Section) (1 reply)
  147. Pension Service Buyback (18 replies)
  148. Funding 412(i) Plan in Year of Termination (7 replies)
  149. FAS87 footnote disclosure (7 replies)
  150. Top Heavy in DB/DC Combo Plans (6 replies)
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