Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Required minimum distributions - active over 70 1/2

   By Guest cde, December 7, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • December 7, 2004

2. IRS Audit - excluding a class of employees

   By Guest Mike Spickard, December 2, 2004
   • 10 replies
   • 1.7k views
   • 
   • Guest
   • December 7, 2004

3. Cash-Balance Client Profile

   By JAY21, December 3, 2004
   • 2 replies
   • 1k views
   • 
   • mbozek
   • December 6, 2004

4. 5500 with $0 funding requirement in first plan year

   By Gary, December 4, 2004
   • 3 replies
   • 1.1k views
   • 
   • Gary
   • December 6, 2004

5. Plan did not learn of death until 5 years later...What effect on distribution to a beneficiary?

   By mal, December 2, 2004
   • 6 replies
   • 2k views
   • 
   • AndyH
   • December 6, 2004

6. FASB curtailment

   By FAPInJax, December 3, 2004
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • December 3, 2004

7. Ensuring maximum lump sums for 2004 and 2005 due to PFEA

   By Gary, December 3, 2004
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • December 3, 2004

8. PFEA and Lump Sums Under RR 98-1

   By Guest merlin, December 3, 2004
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • December 3, 2004

9. DB/401(k) and ER Matching

   By Guest Max Power, December 3, 2004
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • December 3, 2004

10. 412(i) --> "regular DB plan"

    By Guest texasactuary, December 2, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 2, 2004

11. DB pension investments

    By Gary, November 30, 2004
    • 8 replies
    • 1.7k views
    • 
    • Gary
    • December 2, 2004

12. 401(a)(26)- meaningful benefits

    By Guest lerieleech, December 2, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 2, 2004

13. Minimum DB/DC Gateway for terminated participants w/1,000 hrs.

    By Guest Roman, December 2, 2004
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • December 2, 2004

14. Plan Termination and rollover

    By No Name, December 2, 2004
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • December 2, 2004

15. Actuarial Equivalence

    By Guest Retina, September 27, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 2004

16. DB as replacement to Profit Sharing Plan

    By Guest Gordy, December 1, 2004
    • 4 replies
    • 1.3k views
    • 
    • could be me maybe not
    • December 1, 2004

17. Schedule B issues with funding deficiency. method change, and FFL

    By AndyH, November 18, 2004
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • December 1, 2004

18. Are DB plan assets rollable to a qualified plan?

    By Guest Why, November 30, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • December 1, 2004

19. Funding When Early Termination is Expected

    By Guest Bob_DB, November 30, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • November 30, 2004

20. Cash-Balance Stmt/415 Impact

    By JAY21, November 29, 2004
    • 3 replies
    • 1.4k views
    • 
    • JAY21
    • November 30, 2004

21. Do 401(h) participants count for DB 5500 purposes?

    By Guest kjk, November 30, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 30, 2004

22. "Spouse" can produce no evidence of legal marriage.

    By mal, November 23, 2004
    • 13 replies
    • 2.5k views
    • 
    • mbozek
    • November 29, 2004

23. Welfare Plan to Borrow Money from Pension Plan

    By Guest ooota, November 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • Ron Snyder
    • November 23, 2004

24. Actuarial firm in Indiana

    By MarZDoates, November 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 22, 2004

25. New Cash Balance Plans

    By Guest lerieleech, November 18, 2004
    • 21 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 19, 2004

26. Pension Funding Equity Act

    By Gary, July 8, 2004
    • 17 replies
    • 2.9k views
    • 
    • Guest
    • November 19, 2004

27. terminating DB Plan and establishing 403(b) plan

    By Guest nadiarott, November 16, 2004
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 2004

28. Inane IRS Funding Deficienty Letter

    By Guest astonewall, November 18, 2004
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • November 19, 2004

29. Starting a 1 person DB Plan

    By FJR, November 17, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • November 18, 2004

30. Deduction Limit Under 404(a)(1)(D)(iv)

    By Guest merlin, August 17, 2004
    • 17 replies
    • 4.2k views
    • 
    • Guest
    • November 18, 2004

31. Normal form question

    By FAPInJax, November 17, 2004
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2004

32. Lump Sum conversion to immediate J&S

    By JAY21, November 15, 2004
    • 7 replies
    • 2.9k views
    • 
    • MGB
    • November 16, 2004

33. Is a lump sum distribution to a NHCE subject to recapture if plan terminates? Also, what are the current PBGC guaranteed early retirement monthly maximums?

    By Guest Carol the Writer, November 16, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 16, 2004

34. COntribution to a DB Plan

    By Gary, November 16, 2004
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • November 16, 2004

35. Compensation ?

    By Guest penman, November 15, 2004
    • 0 replies
    • 947 views
    • 
    • Guest
    • November 15, 2004

36. Deduction under 404(g)(2)

    By WDIK, November 12, 2004
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • November 12, 2004

37. "Taxable Period" For Correction of a funding Deficiency

    By Guest merlin, November 12, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 12, 2004

38. Gray Book 2005

    By david rigby, October 1, 2004
    • 3 replies
    • 2.6k views
    • 
    • david rigby
    • November 12, 2004

39. Retroactive Application Of EGTRRA Comp Limit

    By Guest merlin, November 11, 2004
    • 5 replies
    • 1.3k views
    • 
    • MGB
    • November 11, 2004

40. participant count for deficit reduction contribution

    By Guest jbbangell, November 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2004

41. Anyone know of checklist for required elements of distribution packet?

    By mal, November 8, 2004
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • November 11, 2004

42. When do you start calculating break in service?

    By Guest fcdeacy, November 9, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 9, 2004

43. Revoking the Irrevocable

    By Guest erisafried, November 5, 2004
    • 14 replies
    • 2.4k views
    • 
    • Guest
    • November 8, 2004

44. Terminating a non-PBGC covered DB Plan with insufficient assets

    By himt4, November 4, 2004
    • 9 replies
    • 3.6k views
    • 
    • JAY21
    • November 8, 2004

45. Is this definition of "accrued benefit" legal?

    By Guest Dave Peckham, November 1, 2004
    • 10 replies
    • 1.8k views
    • 
    • AndyH
    • November 8, 2004

46. Distribution of Employee Contributions at Termination

    By Guest Bob_DB, November 3, 2004
    • 18 replies
    • 2.5k views
    • 
    • mbozek
    • November 5, 2004

47. Permanency Issue

    By austin3515, November 5, 2004
    • 6 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2004

48. Is This Still A Safe Harbor

    By Guest merlin, November 4, 2004
    • 7 replies
    • 1.6k views
    • 
    • AndyH
    • November 5, 2004

49. Disability table

    By FAPInJax, November 4, 2004
    • 3 replies
    • 1.5k views
    • 
    • MGB
    • November 5, 2004

50. top heavy DB and comp limit

    By Tom Poje, November 4, 2004
    • 1 reply
    • 970 views
    • 
    • Blinky the 3-eyed Fish
    • November 4, 2004