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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. defined benefit plan with different penalties for early retirement between blue collar and white collar workers.

    By Guest bertie 55,
    • 2 replies
    • 1.4k views

  2. DRIVE (Directed Retirement Investment Value Edge)

    By Guest merlin,
    • 6 replies
    • 1.8k views

  3. LOAN TO PLAN FOR REAL ESTATE PURCHASE

    By Gary,
    • 6 replies
    • 1.9k views

  4. DB-DC Aggregated;different eligibility req's

    By JAY21,
    • 1 reply
    • 1.1k views

  5. Question about QJSA rules and disability pension

    By mal,
    • 1 reply
    • 1.3k views

  6. Deadline for making Defined Benefit plan contribution

    By MarZDoates,
    • 1 reply
    • 2.5k views

  7. Does a Nondeductible Contribution Considered a Basis On Distribution?

    By Guest amadeus,
    • 2 replies
    • 1.1k views

  8. Insurance Problem

    By Dougsbpc,
    • 7 replies
    • 1.3k views

  9. 401(a)(9)-Rollovers to DB Plan

    By JAY21,
    • 2 replies
    • 1.1k views

  10. Normal retirement age and accruals

    By Gary,
    • 16 replies
    • 3.2k views

  11. 412i Coverage/Nondicrimination Test

    By Guest merlin,
    • 19 replies
    • 2.7k views

  12. HCE determination for the first Plan Year

    By flosfur,
    • 2 replies
    • 1.7k views

  13. 401(a)(31)(B) and non-Code qualified plans

    By Guest Glen,
    • 6 replies
    • 1.6k views
    • Alf
    • Alf

  14. Is land allowed in a DB?

    By Dennis Povloski,
    • 5 replies
    • 1.4k views
    • Guest
    • Guest

  15. DB Plans, Retroactive Annuity Starting Date

    By Guest aciepluch,
    • 1 reply
    • 1.5k views

  16. Individual aggregate funding

    By FAPInJax,
    • 9 replies
    • 2k views

  17. Cash Balance Plans - Whipsaw

    By Gary,
    • 2 replies
    • 1.6k views

  18. Pension valuations for plan years beginning in 2004

    By Gary,
    • 1 reply
    • 1.3k views

  19. short plan year quarterly required contribution dates

    By Tom Poje,
    • 12 replies
    • 3.5k views

  20. excess contribution (DB)

    By k man,
    • 4 replies
    • 1.3k views

  21. Interest Rate for 2005

    By Guest Bob_DB,
    • 1 reply
    • 908 views

  22. End of the line for cash balance plans

    By mbozek,
    • 23 replies
    • 2.5k views

  23. Initial short plan year

    By Guest lerieleech,
    • 9 replies
    • 2.7k views
    • Guest
    • Guest

  24. Non PBGC Termination Assets Less than Accrued Benefits

    By Guest elem,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  25. Non-bargained staff in a multiemployer plan.

    By mal,
    • 4 replies
    • 1.9k views

  26. NAR and MVAR Calculation

    By Guest PensionNW,
    • 23 replies
    • 5.6k views

  27. Change to Career Average Formula Without Wearaway

    By LIBOR,
    • 4 replies
    • 1.5k views

  28. Creative maximum deductions for 1 participant company/plan

    By Gary,
    • 12 replies
    • 1.6k views

  29. ERISA, STATUTE OF LIMITATIONS

    By Guest ericdavis009,
    • 3 replies
    • 1.9k views

  30. Terminating Plan & Change of Val Date to BOY

    By flosfur,
    • 2 replies
    • 1.2k views

  31. Code Section 415(b)(1)(B) limits to a late retiree

    By Guest Carol the Writer,
    • 7 replies
    • 1.8k views

  32. Disability Retirement and Definition of "Employment"

    By Christine Roberts,
    • 2 replies
    • 1.1k views

  33. Coping with FAS 106 liability - Employer cap

    By Guest Noelle,
    • 1 reply
    • 1.6k views

  34. Plan amendments, termination and conversions

    By Gary,
    • 5 replies
    • 1.6k views

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

    By Guest cde,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  36. IRS Audit - excluding a class of employees

    By Guest Mike Spickard,
    • 10 replies
    • 1.8k views
    • Guest
    • Guest

  37. Cash-Balance Client Profile

    By JAY21,
    • 2 replies
    • 1.1k views

  38. 5500 with $0 funding requirement in first plan year

    By Gary,
    • 3 replies
    • 1.1k views

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

    By mal,
    • 6 replies
    • 2k views

  40. FASB curtailment

    By FAPInJax,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

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

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

  42. PFEA and Lump Sums Under RR 98-1

    By Guest merlin,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  43. DB/401(k) and ER Matching

    By Guest Max Power,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  44. 412(i) --> "regular DB plan"

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

  45. DB pension investments

    By Gary,
    • 8 replies
    • 1.8k views

  46. 401(a)(26)- meaningful benefits

    By Guest lerieleech,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

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

    By Guest Roman,
    • 3 replies
    • 1.8k views

  48. Plan Termination and rollover

    By No Name,
    • 1 reply
    • 1.7k views

  49. Actuarial Equivalence

    By Guest Retina,
    • 6 replies
    • 2.4k views
    • Guest
    • Guest

  50. DB as replacement to Profit Sharing Plan

    By Guest Gordy,
    • 4 replies
    • 1.3k views
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