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BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
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  1. SEC challenging long term rate of return assumptions 9% or more (10 replies)
  2. 412(i) and Insurance levels (23 replies)
  3. OBRA and RPA interest rates (3 replies)
  4. Floor Offset Plan (2 replies)
  5. Election to Limit Plan Compensation (6 replies)
  6. Takeover plan with a 401(a)(26) failure (5 replies)
  7. PBGC Insurance Premiums (9 replies)
  8. Under 100 participants for DRC (1 reply)
  9. Variable Annuity DB Investment (5 replies)
  10. Contributions to plan (2 replies)
  11. Predecessor Employer (4 replies)
  12. Restricted Employee? (2 replies)
  13. Lookback Year Compensation For HCE Status In Off-Calendar Year Plan (2 replies)
  14. Retired employee receiving a monthly pension no longer wants her pensi (14 replies)
  15. USERRA requires that military service be treated as service for the em (1 reply)
  16. 412i for a Sole Proprietor (1 reply)
  17. Rehired EE (1 reply)
  18. Required Minimum Distribution (12 replies)
  19. Stock Investment in DB Plan - Prohibited? (4 replies)
  20. 401(a)(26) in an offset arrangement (4 replies)
  21. 414(k) Account (5 replies)
  22. Conversion to Cash Balance plan (1 reply)
  23. 412(i) plans: trying to see through the smoke and mirrors (12 replies)
  24. Life Insurance In A Frozen Plan (14 replies)
  25. Looking for brief overview of cash balance plans (1 reply)
  26. Accrual of benefits (1 reply)
  27. Applying section 401(a)(17) compensation limit on pro rata basis in ye (4 replies)
  28. Top Heavy DB and DC under EGTRRA (3 replies)
  29. USERRA - a little OT (10 replies)
  30. Deducting the unfunded current liability (4 replies)
  31. National Steel Corp - Potential Plan Termination (0 replies)
  32. Projected Unit Credit (3 replies)
  33. GATT interest rate - change in basis (1 reply)
  34. Maximum Permitted Disparity (4 replies)
  35. 404(a)(7) Deduction problem (4 replies)
  36. 204(h) Notice Needed? (0 replies)
  37. sole prioprietor coverage (5 replies)
  38. Current Liability and Cash Balance Plans (0 replies)
  39. Late DB contribution (2 replies)
  40. permissable investment in a DB plan (5 replies)
  41. Compensation used for valuation (19 replies)
  42. Coverage (410(b)) Testing (0 replies)
  43. Val Date chg to EOY for terminating plan (2 replies)
  44. suspension of benefits associated with excess plan (2 replies)
  45. Model letter for requesting benefit estimate (4 replies)
  46. Defined Benefit Planning Referral (44 replies)
  47. 420 Transfers (3 replies)
  48. In overfunded DB Plan for Public 'Ees, could COLA for retirees' medica (0 replies)
  49. Suspension of Benefits for Late Retiree (7 replies)
  50. overfunded DB plan (3 replies)
  51. Covered Compensation for 2003 (7 replies)
  52. Deduction Issues (9 replies)
  53. P.L. 104-188 and a memo (2 replies)
  54. proposed cash balance regs (1 reply)
  55. 5310 Determination Letter Upon Termination of Cash Balance Plan (1 reply)
  56. EGTRRA Deduction limit - Plan Termination across years (3 replies)
  57. Participant loans in DB plan (3 replies)
  58. Re: DB Plan T'ees' authority to fund benefit that only retirees will g (0 replies)
  59. Defined Benefit Lump Sum Withdrawl (9 replies)
  60. PBGC Coverage (4 replies)
  61. underfunded plans (0 replies)
  62. plan terminated in 1978 - annuity contract issues dividend - who gets (12 replies)
  63. Deduction For Contribution Equal to Unfunded Current Liability (2 replies)
  64. Fund assets and undeducted contributions (0 replies)
  65. 412 (i) plans - pros and cons (5 replies)
  66. employee contributions in a DB plan (4 replies)
  67. Request for Assistance (7 replies)
  68. Is this contribution deductible? (9 replies)
  69. Projected Covered Compensation (2 replies)
  70. Rev. Rul. 98-1 and the $10,000 de minimis Benefit (2 replies)
  71. Assumptions used in CL calcs for PBGC Var Premium Liability (5 replies)
  72. Cash Balance - Interest Accruals (4 replies)
  73. Unterminate - a saga of the life of a DB Plan (1 reply)
  74. DB/Non-qualified Plan Design (4 replies)
  75. Compensation Question (0 replies)
  76. retroactive plan amendment (0 replies)
  77. Tough Question (at least for me) (9 replies)
  78. Participation under 415(b)(5)(A) (2 replies)
  79. FICA Tax on Nonqualified Plan Benefits (1 reply)
  80. Defined Benefit Plans (3 replies)
  81. defined benefit plan (7 replies)
  82. Change of valuation date (3 replies)
  83. DB testing issue (2 replies)
  84. SPD requirements for Termed Vested Participants? (3 replies)
  85. What happens to the non-deductible amounts under the 412 limitation? (0 replies)
  86. Early Retirement Windows (2 replies)
  87. 415(b) Service Reduction (2 replies)
  88. cash balance discrimination testing (6 replies)
  89. S corp income issues (1 reply)
  90. Limitation of deduction under 404(a)(8) (7 replies)
  91. End of year valuations (6 replies)
  92. non-discrimination testing a partial plan freeze (6 replies)
  93. Affiliated Service Group (1 reply)
  94. Amending for $200,000 retroactively in a future year-issues? (2 replies)
  95. Rev. Rul. 2001-62 - The New Mortality Table for sec. 415 & 417(e) (30 replies)
  96. Waiver of Participation (0 replies)
  97. non-spouse beneficiary more than 10 years younger (4 replies)
  98. 412(i) - ASPA meeting? (10 replies)
  99. Calculation of MVAR In A Plan That Pays Lump Sums (9 replies)
  100. modified cash refund formula (2 replies)
  101. 415(b) Maximum paid after social security retirement age (6 replies)
  102. Deductibility of contributions to both DB and DC plans (1 reply)
  103. The IRS vs. DB "Normal Retirement Age" (4 replies)
  104. Contribution exceeds Sched C income (5 replies)
  105. Lack of Birth Certificate (5 replies)
  106. social security calc (3 replies)
  107. Restricted employees again (0 replies)
  108. Frozen Benefits/Froxen Participation (1 reply)
  109. Amendment eliminating credit for service with successor (3 replies)
  110. Does anyone know about the 71 TPF&C mortality table? (6 replies)
  111. valuing plan freeze (4 replies)
  112. Restricted Participant under 1.401(a)(4)-5(b) (1 reply)
  113. Cash Balance and Determination Letter (2 replies)
  114. Section 415(b)(1)(A) and EGTRRA (1 reply)
  115. 1 man plans in nonqualified funds vs. small plan audtis? (3 replies)
  116. NY Times - Pension Accounting Editorial - Comments? (1 reply)
  117. Benefiting in the frozen DB plan under 410(b) and 401(a)(26)? (2 replies)
  118. Benefit Accruals (2 replies)
  119. defined benefit life term pension (1 reply)
  120. Cash-out rules for DB plans with employee contributions (1 reply)
  121. Lack of Fidelity Bond Coverage (2 replies)
  122. Adjusted Value of Assets (2 replies)
  123. EGTRRA salary cap of 200,000 (1 reply)
  124. PTE for an In-Kind Contribution to a DB Plan (1 reply)
  125. Can someone tell me what a "QSERP" is? (8 replies)
  126. 412(i) plans (3 replies)
  127. Aggregate funding (9 replies)
  128. PBGC Coverage Question (6 replies)
  129. Conversion to 412(i) (5 replies)
  130. DB plan to CB Plan after termination and then rehired (6 replies)
  131. Accrued to Date Method - Testing Service (1 reply)
  132. Flip-flop method question (9 replies)
  133. QDRO Administration Fees (1 reply)
  134. Participant Count For DREC (1 reply)
  135. Cash Balance Plans and Retroactive Application of 401(a)(17) (1 reply)
  136. PBGC interest rates going from 100% to 120% (4 replies)
  137. PBGC premium required when spinoff occurs (0 replies)
  138. Section 420 Transfers--"Key Employees" after EGTRRA (0 replies)
  139. Deduction Limit For An affiliated Service Group (9 replies)
  140. Can Match be considered in 5% TH Minimum for DB and DC Plans (1 reply)
  141. Lack of Fidelity Bond (4 replies)
  142. No lump-sum cash payment to the beneficiary of a retiree? (3 replies)
  143. Funding for a short plan year (3 replies)
  144. Successive short plan years (1 reply)
  145. Excise Tax on late contributions (5 replies)
  146. ASOP 27 Example (3 replies)
  147. Divorce (10 replies)
  148. db plan statistics (1 reply)
  149. 415(b)(1)(B) calculation for 76 year old (4 replies)
  150. Cost of insured death benefits in a DB plan. (1 reply)
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