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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

  1. Legislation re calculation of lump sum benefit

    By MarZDoates,
    • 12 replies
    • 2.2k views

  2. DB Plan restoral?

    By No Name,
    • 9 replies
    • 1.7k views

  3. DB Offset Plans and the IRS

    By Blinky the 3-eyed Fish,
    • 30 replies
    • 4.6k views

  4. 415 Limitations-414(k) Accounts

    By JAY21,
    • 1 reply
    • 1.8k views

  5. FASB 87 Application to a Mid-Year Merger of DB Plans

    By LIBOR,
    • 2 replies
    • 1.1k views

  6. 412(i) Plan combined with DC Plan

    By Guest elem,
    • 16 replies
    • 2.4k views

  7. Life Insurance in DB Plan

    By ac,
    • 16 replies
    • 7.8k views

  8. 2004 Schedule B

    By mwyatt,
    • 1 reply
    • 1.1k views

  9. Is this employer subject to PBGC?

    By Santo Gold,
    • 8 replies
    • 5k views

  10. 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

  11. DRIVE (Directed Retirement Investment Value Edge)

    By Guest merlin,
    • 6 replies
    • 1.8k views

  12. LOAN TO PLAN FOR REAL ESTATE PURCHASE

    By Gary,
    • 6 replies
    • 1.9k views

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

    By JAY21,
    • 1 reply
    • 1.1k views

  14. Question about QJSA rules and disability pension

    By mal,
    • 1 reply
    • 1.3k views

  15. Deadline for making Defined Benefit plan contribution

    By MarZDoates,
    • 1 reply
    • 2.5k views

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

    By Guest amadeus,
    • 2 replies
    • 1.1k views

  17. Insurance Problem

    By Dougsbpc,
    • 7 replies
    • 1.3k views

  18. 401(a)(9)-Rollovers to DB Plan

    By JAY21,
    • 2 replies
    • 1.1k views

  19. Normal retirement age and accruals

    By Gary,
    • 16 replies
    • 3.3k views

  20. 412i Coverage/Nondicrimination Test

    By Guest merlin,
    • 19 replies
    • 2.8k views

  21. HCE determination for the first Plan Year

    By flosfur,
    • 2 replies
    • 1.7k views

  22. 401(a)(31)(B) and non-Code qualified plans

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

  23. Is land allowed in a DB?

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

  24. DB Plans, Retroactive Annuity Starting Date

    By Guest aciepluch,
    • 1 reply
    • 1.5k views

  25. Individual aggregate funding

    By FAPInJax,
    • 9 replies
    • 2k views

  26. Cash Balance Plans - Whipsaw

    By Gary,
    • 2 replies
    • 1.6k views

  27. Pension valuations for plan years beginning in 2004

    By Gary,
    • 1 reply
    • 1.4k views

  28. short plan year quarterly required contribution dates

    By Tom Poje,
    • 12 replies
    • 3.6k views

  29. excess contribution (DB)

    By k man,
    • 4 replies
    • 1.3k views

  30. Interest Rate for 2005

    By Guest Bob_DB,
    • 1 reply
    • 919 views

  31. End of the line for cash balance plans

    By mbozek,
    • 23 replies
    • 2.6k views

  32. Initial short plan year

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

  33. Non PBGC Termination Assets Less than Accrued Benefits

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

  34. Non-bargained staff in a multiemployer plan.

    By mal,
    • 4 replies
    • 1.9k views

  35. NAR and MVAR Calculation

    By Guest PensionNW,
    • 23 replies
    • 5.7k views

  36. Change to Career Average Formula Without Wearaway

    By LIBOR,
    • 4 replies
    • 1.5k views

  37. Creative maximum deductions for 1 participant company/plan

    By Gary,
    • 12 replies
    • 1.6k views

  38. ERISA, STATUTE OF LIMITATIONS

    By Guest ericdavis009,
    • 3 replies
    • 2k views

  39. Terminating Plan & Change of Val Date to BOY

    By flosfur,
    • 2 replies
    • 1.2k views

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

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

  41. Disability Retirement and Definition of "Employment"

    By Christine Roberts,
    • 2 replies
    • 1.1k views

  42. Coping with FAS 106 liability - Employer cap

    By Guest Noelle,
    • 1 reply
    • 1.6k views

  43. Plan amendments, termination and conversions

    By Gary,
    • 5 replies
    • 1.7k views

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

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

  45. IRS Audit - excluding a class of employees

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

  46. Cash-Balance Client Profile

    By JAY21,
    • 2 replies
    • 1.1k views

  47. 5500 with $0 funding requirement in first plan year

    By Gary,
    • 3 replies
    • 1.2k views

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

    By mal,
    • 6 replies
    • 2.1k views

  49. FASB curtailment

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

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

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