Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Starting a 1 person DB Plan

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

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

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

3. 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
   • 1.3k views
   • 
   • Guest
   • November 16, 2004

4. COntribution to a DB Plan

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

5. Compensation ?

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

6. Lump Sum conversion to immediate J&S

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

7. Deduction under 404(g)(2)

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

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

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

9. Legislation re calculation of lump sum benefit

   By MarZDoates, November 11, 2004
   • 12 replies
   • 2k views
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   • mwyatt
   • January 6, 2005

10. Retroactive Application Of EGTRRA Comp Limit

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

11. participant count for deficit reduction contribution

    By Guest jbbangell, November 10, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2004

12. 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

13. 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

14. Revoking the Irrevocable

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

15. Permanency Issue

    By austin3515, November 5, 2004
    • 6 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2004

16. Disability table

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

17. Is This Still A Safe Harbor

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

18. top heavy DB and comp limit

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

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

    By himt4, November 4, 2004
    • 9 replies
    • 3.7k views
    • 
    • JAY21
    • November 8, 2004

20. Rounding Rules for 401(a)(26)

    By Lori Foresz, November 3, 2004
    • 2 replies
    • 2.3k views
    • 
    • david rigby
    • November 3, 2004

21. Distribution of Employee Contributions at Termination

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

22. Waiver of Funding Deficiency and the AFR

    By Guest dmdoug, November 3, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 3, 2004

23. FUNDING DEFICIENCY QUESTION

    By Guest SCUDDESLER, November 2, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • November 3, 2004

24. ASPA Meeting - Anything of consequence?

    By mwyatt, November 2, 2004
    • 8 replies
    • 1.7k views
    • 
    • Archimage
    • November 3, 2004

25. Restructuring a DB Plan

    By JAY21, November 2, 2004
    • 4 replies
    • 1.2k views
    • 
    • JAY21
    • November 2, 2004

26. Individual Aggregate Funding in Year of Termination

    By Guest Bob_DB, November 1, 2004
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • November 1, 2004

27. Field directive

    By Guest shronesz, November 1, 2004
    • 4 replies
    • 1.5k views
    • 
    • SRM
    • November 4, 2004

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

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

29. Retro ASDs as an option and QJSA Relative Value

    By Guest meggie, October 29, 2004
    • 0 replies
    • 962 views
    • 
    • Guest
    • October 29, 2004

30. Entity Ownership Change-New 415 limit ?

    By JAY21, October 27, 2004
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • October 28, 2004

31. Controlled Group/IRC 404 & 415

    By JAY21, October 26, 2004
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • October 27, 2004

32. 70-1/2 MRD - special situation

    By flosfur, October 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • October 26, 2004

33. Party In Interest Definition

    By Guest tlpickard, October 25, 2004
    • 1 reply
    • 1.8k views
    • 
    • Belgarath
    • October 25, 2004

34. Life Insurance in DB Plans

    By Guest erepper, October 22, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 22, 2004

35. IRS & QSERP

    By Guest ircreader, October 21, 2004
    • 17 replies
    • 3.8k views
    • 
    • Guest
    • October 26, 2004

36. "Snapshot" Testing and Coverage

    By LIBOR, October 20, 2004
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • October 20, 2004

37. 415 Compensation Limit for participant with less than 10 years of service

    By ac, October 20, 2004
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 21, 2004

38. Life Insurance in DB plan

    By ac, October 19, 2004
    • 9 replies
    • 1.8k views
    • 
    • mwyatt
    • October 22, 2004

39. 415 lump sum calculations

    By FAPInJax, October 19, 2004
    • 3 replies
    • 2.9k views
    • 
    • SoCalActuary
    • October 20, 2004

40. Basic Nondiscrimination Q

    By Guest lvegas, October 18, 2004
    • 7 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 21, 2004

41. top heavy required aggregation group

    By Earl, October 15, 2004
    • 5 replies
    • 2.5k views
    • 
    • SRM
    • October 20, 2004

42. ABPT - Appropriate Compensation

    By LIBOR, October 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • LIBOR
    • October 15, 2004

43. COLAs

    By DTH, October 14, 2004
    • 8 replies
    • 3k views
    • 
    • MGB
    • October 18, 2004

44. Nondiscrimination

    By FAPInJax, October 14, 2004
    • 0 replies
    • 988 views
    • 
    • FAPInJax
    • October 14, 2004

45. Non Profits and Db Plans

    By abanky, October 13, 2004
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • October 14, 2004

46. Funding Deficiency

    By nancy, October 12, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 12, 2004

47. DB Plan Fees

    By Guest jhilliard, October 11, 2004
    • 13 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 12, 2004

48. Hurricane disaster relief & sch. B

    By doombuggy, October 11, 2004
    • 1 reply
    • 927 views
    • 
    • david rigby
    • October 15, 2004

49. Spin Off Help/

    By Guest buxbaum2, October 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 20, 2004

50. Changes in Plan Measurement-Defined Benefit Plan

    By Guest glauran01, October 8, 2004
    • 3 replies
    • 1.4k views
    • 
    • mwyatt
    • October 9, 2004