Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. DB/DC Combined Deductible Limit

   By LIBOR, June 8, 2004
   • 11 replies
   • 2.3k views
   • 
   • ERISA1
   • May 6, 2005

2. IRC 7520 Mortality Table

   By JAY21, June 7, 2004
   • 2 replies
   • 2.9k views
   • 
   • JAY21
   • June 8, 2004

3. Confirmation of purchase rate for projected mortality table

   By SRM, June 7, 2004
   • 1 reply
   • 832 views
   • 
   • Guest
   • June 9, 2004

4. Central Laborers' Pension Fund v. Heinz

   By Everett Moreland, June 7, 2004
   • 3 replies
   • 1.9k views
   • 
   • Everett Moreland
   • June 11, 2004

5. New FASB calculations

   By FAPInJax, June 7, 2004
   • 11 replies
   • 2.5k views
   • 
   • david rigby
   • June 25, 2004

6. Date of Birth Specific Actuarial Equiv Factors

   By Guest pension222, June 6, 2004
   • 7 replies
   • 1.5k views
   • 
   • Guest
   • June 8, 2004

7. Maximum Lump Sums under Pension Equity Act

   By Guest fiddler, June 3, 2004
   • 5 replies
   • 1.4k views
   • 
   • mwyatt
   • June 4, 2004

8. FASB 87 & 88 and Freezing of Accruals

   By Guest fiddler, June 3, 2004
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • June 3, 2004

9. Moody's rates

   By david rigby, June 2, 2004
   • 3 replies
   • 1.3k views
   • 
   • Effen
   • July 9, 2004

10. participant uses false social security number--what happens to benefit?

    By Guest jac, May 28, 2004
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 28, 2004

11. Retroactive annuity payments - help with understanding them

    By JanetM, May 28, 2004
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • May 28, 2004

12. Double Proration?

    By nancy, May 28, 2004
    • 1 reply
    • 2.1k views
    • 
    • RTK
    • May 28, 2004

13. 415 Limit & Segregated Account

    By JAY21, May 27, 2004
    • 14 replies
    • 2.5k views
    • 
    • mwyatt
    • June 5, 2004

14. TARGET PLANS (this is the closest forum I see)

    By Guest Rosemary Raymer, May 27, 2004
    • 2 replies
    • 1k views
    • 
    • AndyH
    • May 27, 2004

15. 401(a)(17) limit if FAE using monthly average

    By Guest Mike Spickard, May 26, 2004
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 27, 2004

16. Unit Credit Formula with Fractional Accrual Method

    By Guest flogger, May 26, 2004
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • May 26, 2004

17. Required Minimum Distributions from DB Plan

    By Gary, May 26, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • June 8, 2004

18. ERISA 204(h) Notice and 1 life plans

    By AndyH, May 25, 2004
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • May 25, 2004

19. Does anyone know of a site regarding single life DB plans?

    By Guest jhilliard, May 25, 2004
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 25, 2004

20. Separation from service and independent contractors

    By Guest TroyRiley, May 24, 2004
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • May 25, 2004

21. Is this possible?

    By Guest smhjr, May 21, 2004
    • 10 replies
    • 1.9k views
    • 
    • Belgarath
    • June 7, 2004

22. Determining whether spousal consent is required

    By Guest BOK, May 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • May 21, 2004

23. EGTRRA non-amenders

    By Guest guppy, May 21, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 21, 2004

24. PBGC filing error

    By Guest guppy, May 21, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 24, 2004

25. Is a retroactive annuity payment a protected benefit?

    By Guest ethompson, May 20, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • October 16, 2007

26. Plan termination and FSA

    By abanky, May 20, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • May 20, 2004

27. 401(a)(9) Minimum From Terminating DB and Subsequent RMD

    By Guest pension222, May 19, 2004
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • June 8, 2004

28. 401(a)(26)

    By Blinky the 3-eyed Fish, May 19, 2004
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • May 25, 2004

29. Restricted Payment Issue - Assets at MVA or AVA?

    By AndyH, May 19, 2004
    • 1 reply
    • 990 views
    • 
    • Blinky the 3-eyed Fish
    • May 19, 2004

30. 404(a)(7)-25% deduction limit

    By Guest joe22, May 19, 2004
    • 9 replies
    • 2.7k views
    • 
    • david rigby
    • May 20, 2004

31. Rotation of Internal Actuaries- Schedule C termination?

    By AndyH, May 18, 2004
    • 9 replies
    • 2.7k views
    • 
    • AndyH
    • May 19, 2004

32. Deductions to a Sole-Prop DB Plan

    By Guest pension222, May 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 17, 2004

33. S Corp Distributions and earned income

    By Guest flogger, May 17, 2004
    • 9 replies
    • 5.7k views
    • 
    • BeckyMiller
    • May 19, 2004

34. Takeover DB Plan

    By Blinky the 3-eyed Fish, May 14, 2004
    • 10 replies
    • 1.6k views
    • 
    • david rigby
    • May 18, 2004

35. Mid-level DB Valuation Software

    By JAY21, May 13, 2004
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • May 17, 2004

36. Amort Base for change in funding method

    By Gary, May 13, 2004
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • May 13, 2004

37. Non-profit Qualified Plan Contributions Maximum

    By Guest CNB, May 12, 2004
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2004

38. 412 Amendment Base

    By LIBOR, May 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 12, 2004

39. Miscoding on IRS Form 1099-R

    By J. Bringhurst, May 11, 2004
    • 0 replies
    • 1.3k views
    • 
    • J. Bringhurst
    • May 11, 2004

40. Exclude HCE?

    By Dougsbpc, May 7, 2004
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • May 10, 2004

41. Benefit Increase Amendment

    By Guest penman, May 7, 2004
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 17, 2004

42. Coverage testing on defined benefit plan

    By Guest forum4, May 6, 2004
    • 9 replies
    • 3.9k views
    • 
    • Guest
    • May 25, 2004

43. Valuation date change

    By Guest Marino13, May 5, 2004
    • 5 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 6, 2004

44. Interest charge on late quarterly contributions

    By Guest Marino13, May 4, 2004
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • May 4, 2004

45. 'New' interest rates

    By FAPInJax, May 3, 2004
    • 7 replies
    • 1.7k views
    • 
    • FAPInJax
    • May 4, 2004

46. FIL method, UAL < 0, No FFC, RP 2000-40

    By Effen, April 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • April 30, 2004

47. QJSA - 10 Year Certain and Life

    By DTH, April 30, 2004
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • May 2, 2004

48. PVAB death benefit

    By Guest guppy, April 29, 2004
    • 2 replies
    • 1.9k views
    • 
    • MGB
    • April 30, 2004

49. Permitted Disparity, Non-Standard Interest Rates

    By Guest merlin, April 28, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 30, 2004

50. Payments from non-qualified plan should have been from qualified plan

    By Guest ircreader, April 27, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 27, 2004