Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Does highest 3-year compensation figure of 415(b) have to be adjusted

   By Guest shronesz, December 3, 2000
   • 27 replies
   • 5.9k views
   • 
   • David MacLennan
   • May 25, 2005

2. In a final average pay plan, is it customary to lock in any prior year

   By Guest Linda Ursin, December 1, 1999
   • 11 replies
   • 5.4k views
   • 
   • Gary
   • May 25, 2005

3. Conversion from Final Average Pay Plan to Career Average Pay Plan

   By Guest t936, May 11, 2005
   • 2 replies
   • 2k views
   • 
   • david rigby
   • May 25, 2005

4. Post Ret Accrual after LS

   By Guest penman, May 24, 2005
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • May 24, 2005

5. Valuing a benefit for a divorce settlement

   By dmb, May 24, 2005
   • 5 replies
   • 1.7k views
   • 
   • david rigby
   • May 24, 2005

6. Government plan employee group wants their share of unallocated fund transferred to 401(k) plan

   By Guest DBtech, May 20, 2005
   • 3 replies
   • 1.8k views
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   • mbozek
   • May 23, 2005

7. Funding Deficiency?

   By Gary, May 19, 2005
   • 4 replies
   • 1.5k views
   • 
   • david rigby
   • May 19, 2005

8. Top Heavy Determination - DB Plan Termination and 401(k) Adoption

   By Guest f1234, May 17, 2005
   • 1 reply
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • May 17, 2005

9. Integrated Benefit - Is AB protected?

   By Guest HaroldA, May 16, 2005
   • 8 replies
   • 2.2k views
   • 
   • AndyH
   • May 17, 2005

10. restructuring and reasonable classification

    By AndyH, May 17, 2005
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • May 17, 2005

11. One Election Form for 2 Cash Balance Plans

    By Guest ircreader, May 13, 2005
    • 11 replies
    • 1.6k views
    • 
    • Guest
    • May 16, 2005

12. Projected Compensation and Application of Compensation Limit

    By Guest HaroldA, May 16, 2005
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 16, 2005

13. Replacement Ratios for Execs

    By Guest smstls, May 14, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 15, 2005

14. FSA, FFC, Max Deductions

    By Gary, May 13, 2005
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 14, 2005

15. Residual intrest credited to plan account after final 5500 filed

    By Dennis Povloski, May 12, 2005
    • 3 replies
    • 2.4k views
    • 
    • mwyatt
    • May 13, 2005

16. Sole prop income during year of plan termination

    By dmb, May 11, 2005
    • 5 replies
    • 1.8k views
    • 
    • dmb
    • May 13, 2005

17. 412(i) Query

    By Blinky the 3-eyed Fish, May 3, 2005
    • 11 replies
    • 2.1k views
    • 
    • AndyH
    • May 13, 2005

18. Employer wants to rescind DBP during first year; does not want the plan.

    By Guest LMalone, May 11, 2005
    • 4 replies
    • 1.6k views
    • 
    • could be me maybe not
    • May 12, 2005

19. Plan Loan from DB PLan

    By Gary, May 11, 2005
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • May 11, 2005

20. Pre-participation Service

    By Gary, May 11, 2005
    • 0 replies
    • 1.7k views
    • 
    • Gary
    • May 11, 2005

21. Owner/HCE Participant Exclusion - New Cash Balance Plan

    By Guest JimJ, May 5, 2005
    • 7 replies
    • 2.1k views
    • 
    • mbozek
    • May 11, 2005

22. Is This a Loophole ? Or , What Am I Missing ?

    By LIBOR, May 9, 2005
    • 6 replies
    • 2.3k views
    • 
    • ubermax
    • May 11, 2005

23. In-service distribution and subsequent benefits

    By Guest HaroldA, May 9, 2005
    • 4 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 9, 2005

24. MGB

    By Guest Harry O, May 3, 2005
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • May 6, 2005

25. DB/DC Combined Deductible Limit

    By LIBOR, June 8, 2004
    • 11 replies
    • 2.9k views
    • 
    • ERISA1
    • May 6, 2005

26. Early Retirement Window Non-Discrimination Testing

    By ubermax, May 6, 2005
    • 0 replies
    • 2.1k views
    • 
    • ubermax
    • May 6, 2005

27. Plan Conversion, Compliance

    By Gary, May 3, 2005
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • May 5, 2005

28. Required Interest Credit for Mandatory Contributions

    By Guest smstls, May 3, 2005
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 4, 2005

29. Premium brain cramp check EOY valuation

    By mwyatt, May 4, 2005
    • 0 replies
    • 1.2k views
    • 
    • mwyatt
    • May 4, 2005

30. Late Quarterly Interest

    By Guest guppy, April 26, 2005
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • May 3, 2005

31. Deemed Uniformity & 401(l)

    By LIBOR, May 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • LIBOR
    • May 3, 2005

32. EOY Valuation and Accrued Benefit Cost Method

    By Guest Mike Spickard, May 3, 2005
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • May 3, 2005

33. Paying Out Employee Contributions First

    By Guest fcdeacy, May 2, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 2, 2005

34. 94 Gar Qx

    By No Name, April 29, 2005
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • April 30, 2005

35. Lump sum interest rate for 2005

    By rcline46, April 26, 2005
    • 13 replies
    • 2.4k views
    • 
    • rcline46
    • April 27, 2005

36. Tax exemption for 3/4 accidental disability pension (on the job incurred)

    By joel, April 22, 2005
    • 2 replies
    • 1.6k views
    • 
    • JAY21
    • April 22, 2005

37. Exemption from Excise Tax on Certain Non-Deductible Contributions in DB Plans after 2001

    By Dennis Povloski, April 22, 2005
    • 3 replies
    • 1.7k views
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    • Blinky the 3-eyed Fish
    • April 22, 2005

38. Statement With Information Reported on Form SSA

    By Guest cjk, April 15, 2005
    • 5 replies
    • 1.8k views
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    • WDIK
    • April 22, 2005

39. Heinz/Rev. Proc. 2005-23

    By Randy Watson, April 21, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 21, 2005

40. Schedule SSA - listing of those reported

    By Guest Marino13, March 30, 2005
    • 12 replies
    • 2.8k views
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    • JanetM
    • April 21, 2005

41. Changing vesting

    By Guest The Pension Kid, April 21, 2005
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • April 21, 2005

42. Client disclosure

    By Gary, April 19, 2005
    • 4 replies
    • 1.4k views
    • 
    • Lame Duck
    • April 20, 2005

43. Can a salary scale be used with Level Dollar Individual Aggregate funding method?

    By Guest billkalke, April 19, 2005
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 19, 2005

44. Interest Rate for Normal Cost Calculation

    By Guest Bob_DB, April 7, 2005
    • 28 replies
    • 4.6k views
    • 
    • Guest
    • April 15, 2005

45. Short term military leave and USERRA

    By Guest forum4, April 14, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 14, 2005

46. Bad QDRO-What to do?

    By AndyH, April 11, 2005
    • 8 replies
    • 1.9k views
    • 
    • AndyH
    • April 13, 2005

47. Potential Age Disrimination

    By Dougsbpc, April 12, 2005
    • 2 replies
    • 1.5k views
    • 
    • Dougsbpc
    • April 13, 2005

48. In-kind contribution and minimum funding

    By Guest Nineteen, April 9, 2005
    • 6 replies
    • 2.6k views
    • 
    • SoCalActuary
    • April 13, 2005

49. Money Purchase

    By Guest qualified plan, April 12, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 12, 2005

50. Revised IRS model 402(f) special tax distribution notice?

    By Guest brsears, April 12, 2005
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • April 12, 2005