Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. Separation from service and independent contractors

   By Guest TroyRiley, May 24, 2004
   • 3 replies
   • 2.1k views
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   • mbozek
   • May 25, 2004

2. PBGC filing error

   By Guest guppy, May 21, 2004
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • May 24, 2004

3. Determining whether spousal consent is required

   By Guest BOK, May 21, 2004
   • 1 reply
   • 1.6k views
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   • Effen
   • May 21, 2004

4. EGTRRA non-amenders

   By Guest guppy, May 21, 2004
   • 0 replies
   • 1.1k views
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   • Guest
   • May 21, 2004

5. Plan termination and FSA

   By abanky, May 20, 2004
   • 2 replies
   • 1.3k views
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   • david rigby
   • May 20, 2004

6. 404(a)(7)-25% deduction limit

   By Guest joe22, May 19, 2004
   • 9 replies
   • 2.9k views
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   • david rigby
   • May 20, 2004

7. S Corp Distributions and earned income

   By Guest flogger, May 17, 2004
   • 9 replies
   • 6.5k views
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   • BeckyMiller
   • May 19, 2004

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

   By AndyH, May 19, 2004
   • 1 reply
   • 1.1k views
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   • Blinky the 3-eyed Fish
   • May 19, 2004

9. Rotation of Internal Actuaries- Schedule C termination?

   By AndyH, May 18, 2004
   • 9 replies
   • 3.1k views
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   • AndyH
   • May 19, 2004

10. Takeover DB Plan

    By Blinky the 3-eyed Fish, May 14, 2004
    • 10 replies
    • 1.8k views
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    • david rigby
    • May 18, 2004

11. Deductions to a Sole-Prop DB Plan

    By Guest pension222, May 17, 2004
    • 1 reply
    • 1.2k views
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    • Guest
    • May 17, 2004

12. Mid-level DB Valuation Software

    By JAY21, May 13, 2004
    • 2 replies
    • 1.4k views
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    • JAY21
    • May 17, 2004

13. Benefit Increase Amendment

    By Guest penman, May 7, 2004
    • 4 replies
    • 1.7k views
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    • Blinky the 3-eyed Fish
    • May 17, 2004

14. Amort Base for change in funding method

    By Gary, May 13, 2004
    • 4 replies
    • 1.3k views
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    • david rigby
    • May 13, 2004

15. Non-profit Qualified Plan Contributions Maximum

    By Guest CNB, May 12, 2004
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2004

16. 412 Amendment Base

    By LIBOR, May 12, 2004
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • May 12, 2004

17. Miscoding on IRS Form 1099-R

    By J. Bringhurst, May 11, 2004
    • 0 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • May 11, 2004

18. Exclude HCE?

    By Dougsbpc, May 7, 2004
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • May 10, 2004

19. Pension Funding Equity Act

    By david rigby, April 13, 2004
    • 21 replies
    • 3.2k views
    • 
    • MGB
    • May 7, 2004

20. Valuation date change

    By Guest Marino13, May 5, 2004
    • 5 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 6, 2004

21. 'New' interest rates

    By FAPInJax, May 3, 2004
    • 7 replies
    • 1.8k views
    • 
    • FAPInJax
    • May 4, 2004

22. Interest charge on late quarterly contributions

    By Guest Marino13, May 4, 2004
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • May 4, 2004

23. QJSA - 10 Year Certain and Life

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

24. Spread gain method: temp. annuity

    By Guest Java, April 26, 2004
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • April 30, 2004

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

    By Effen, April 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 30, 2004

26. Global Standard for Pension Accounting?

    By Chester, April 26, 2004
    • 4 replies
    • 1.5k views
    • 
    • MGB
    • April 30, 2004

27. PVAB death benefit

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

28. Permitted Disparity, Non-Standard Interest Rates

    By Guest merlin, April 28, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • April 30, 2004

29. Cross Tested Hybrid 412(i) Plan

    By AndyH, March 18, 2004
    • 43 replies
    • 7.1k views
    • 
    • AndyH
    • April 30, 2004

30. 412i - the Next Generation ?

    By JAY21, April 21, 2004
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 2004

31. Early Retirement Window

    By david rigby, April 22, 2004
    • 2 replies
    • 1.3k views
    • 
    • LIBOR
    • April 29, 2004

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

    By Guest ircreader, April 27, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 27, 2004

33. H.R. 1779Will this have impact to DB Plans?

    By Guest fcdeacy, April 26, 2004
    • 1 reply
    • 1k views
    • 
    • david rigby
    • April 27, 2004

34. Deductibility of unfunded PVAB upon termination = ?

    By Guest Happy Actuary, April 14, 2004
    • 18 replies
    • 3.5k views
    • 
    • Blinky the 3-eyed Fish
    • April 22, 2004

35. ben and comp limits, year-to-year change for funding?

    By Guest Java, April 21, 2004
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 22, 2004

36. Determining HC employees

    By fiona1, April 20, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 21, 2004

37. Accured Benefit on Plan effective date

    By flosfur, March 30, 2004
    • 25 replies
    • 3.2k views
    • 
    • AndyH
    • April 20, 2004

38. S412(i) DB plan going to Traditional DB plan

    By flosfur, April 19, 2004
    • 0 replies
    • 970 views
    • 
    • flosfur
    • April 19, 2004

39. Offset DB plans

    By Blinky the 3-eyed Fish, April 13, 2004
    • 23 replies
    • 3.9k views
    • 
    • Guest
    • April 19, 2004

40. Design-based safe harbor

    By Guest guppy, April 15, 2004
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • April 19, 2004

41. Need 1995 120% Annual Federal Mid-Term Rate

    By JAY21, April 15, 2004
    • 3 replies
    • 1.8k views
    • 
    • JAY21
    • April 15, 2004

42. Full funding and reconciliaiton account

    By Effen, April 14, 2004
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • April 15, 2004

43. Pension Funding Equity Act re: Lump Sum payments

    By dmb, April 14, 2004
    • 2 replies
    • 1.4k views
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    • JAY21
    • April 14, 2004

44. The January 2004 CL rate is:

    By AndyH, April 12, 2004
    • 10 replies
    • 1.6k views
    • 
    • david rigby
    • April 13, 2004

45. Cash Balance Plan Termination

    By Just Me, April 13, 2004
    • 0 replies
    • 1.2k views
    • 
    • Just Me
    • April 13, 2004

46. Can a foreign corporation replace domestic subsidiary as plan sponsor following cessation of domestic subsidiary's operations?

    By Guest JGodsoe, April 9, 2004
    • 0 replies
    • 872 views
    • 
    • Guest
    • April 9, 2004

47. Employee term date a day before entry date & benefit entitlement

    By flosfur, April 6, 2004
    • 9 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • April 9, 2004

48. Termination of DB Plan that hasn't paid premiums in 24 years.

    By Lori Foresz, April 7, 2004
    • 9 replies
    • 2.8k views
    • 
    • WDIK
    • April 9, 2004

49. H.R. 3108 What happens if this passes and is signed by W?

    By AndyH, April 8, 2004
    • 5 replies
    • 1.3k views
    • 
    • AndyH
    • April 9, 2004

50. "nonincreasing annuity" requirement for Required Minimum Distributions under 401(a)(9)

    By Guest rtriche, April 7, 2004
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 8, 2004