Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cash Balance Plans for Goverment Employers

   By Guest pjm, March 11, 2004
   • 2 replies
   • 1.1k views
   • 
   • mbozek
   • March 11, 2004

2. Can amendment adopted 2-1/2 months after year end reduce funding?

   By Guest Glen, February 18, 2004
   • 11 replies
   • 2.6k views
   • 
   • Blinky the 3-eyed Fish
   • March 10, 2004

3. 401(a)(26) - frozen plan

   By Guest guppy, March 8, 2004
   • 7 replies
   • 3.2k views
   • 
   • Tom Poje
   • March 9, 2004

4. Exclude HCE?

   By Dougsbpc, March 8, 2004
   • 3 replies
   • 2.1k views
   • 
   • Lame Duck
   • March 9, 2004

5. What is status of potential RPA rate changes?

   By Effen, March 4, 2004
   • 8 replies
   • 1.3k views
   • 
   • david rigby
   • March 8, 2004

6. Can HC contribute to a 401(k) on a DB/DC Carve out?

   By Guest Roman, March 4, 2004
   • 5 replies
   • 2k views
   • 
   • Guest
   • March 5, 2004

7. Is there a 10% penalty in a DB plan for a 50 year old participant?

   By Guest Michael Anderson, March 4, 2004
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • March 5, 2004

8. Value of Life Insurance

   By Guest csk, March 2, 2004
   • 19 replies
   • 2.5k views
   • 
   • Kirk Maldonado
   • March 5, 2004

9. MVAR include 401(k) deferrals ?

   By JAY21, March 4, 2004
   • 1 reply
   • 2.4k views
   • 
   • AndyH
   • March 4, 2004

10. Funding for Early Retirement Window - Revisited

    By LIBOR, March 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • LIBOR
    • March 4, 2004

11. Multi-employer plans

    By Guest sonny0, March 3, 2004
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 4, 2004

12. General Testing of Aggregated DB/DC Plans.

    By flosfur, February 26, 2004
    • 19 replies
    • 3.1k views
    • 
    • AndyH
    • March 3, 2004

13. Determination letter for freezing a plan?

    By Guest erisa15, March 1, 2004
    • 12 replies
    • 2.2k views
    • 
    • Everett Moreland
    • March 2, 2004

14. Incidental Benefits and Plan Performance

    By Guest Max Power, March 2, 2004
    • 1 reply
    • 996 views
    • 
    • Mike Preston
    • March 2, 2004

15. New lump sum and cash balance rules

    By FAPInJax, March 2, 2004
    • 0 replies
    • 895 views
    • 
    • FAPInJax
    • March 2, 2004

16. Changing Funding Assumptions

    By flosfur, March 1, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 2, 2004

17. Funding Cost attributable to individual participant

    By flosfur, February 26, 2004
    • 12 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 1, 2004

18. FASB payment data

    By FAPInJax, March 1, 2004
    • 0 replies
    • 905 views
    • 
    • FAPInJax
    • March 1, 2004

19. Plan Document for Government DB Plan

    By flosfur, February 29, 2004
    • 1 reply
    • 948 views
    • 
    • mbozek
    • February 29, 2004

20. Pension payments made to a nonresident alien, he passes away and now the surviving spouse wants to begin her payments under his SSN...is this legal?

    By Guest cole24, November 3, 2003
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • February 29, 2004

21. Waiver of Minimum Funding Standard

    By LIBOR, February 26, 2004
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • February 27, 2004

22. 2003 pre-EGTRRA 415 $ Limit

    By David MacLennan, February 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • MGB
    • February 26, 2004

23. Compensation excluded from eligible earnings definition

    By Guest Mike Spickard, February 24, 2004
    • 13 replies
    • 3.1k views
    • 
    • AndyH
    • February 26, 2004

24. Is there proposed legislation that would increase the interest rate and thus lower lump sum values for DB plan?

    By Lori Foresz, February 10, 2004
    • 9 replies
    • 1.5k views
    • 
    • ERISAatty
    • February 26, 2004

25. QPSA- Plan admin believes a divorce mayhave occurred. How do we confirm this?

    By mal, February 25, 2004
    • 1 reply
    • 933 views
    • 
    • Lame Duck
    • February 25, 2004

26. Elimination of Reconciliation Account

    By LIBOR, February 24, 2004
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • February 24, 2004

27. 412(i) Plan Subject to FAS 132/87 ?

    By Guest RSNOW, February 23, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • February 24, 2004

28. Affiliated Service Group Compensation

    By mming, February 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • David MacLennan
    • February 24, 2004

29. PBGC coverage for a non profit

    By Guest Nineteen, February 24, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • February 24, 2004

30. 404(a)(7) Limit

    By david rigby, February 11, 2004
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • February 23, 2004

31. Last day Employment Requirement in a DB plan

    By flosfur, February 19, 2004
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • February 23, 2004

32. FAS 87/132 Disributions

    By dmb, February 20, 2004
    • 5 replies
    • 1.3k views
    • 
    • mwyatt
    • February 20, 2004

33. Reuired Minimum Distributions

    By Gary, February 13, 2004
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • February 19, 2004

34. Form 5500 and Corporate Tax Returns

    By Guest Marino13, February 12, 2004
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 19, 2004

35. 404 Full funding calculation

    By FAPInJax, February 18, 2004
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • February 19, 2004

36. DB Plan Stats

    By Guest nsapper, February 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • February 19, 2004

37. RPA assumptions

    By FAPInJax, February 4, 2004
    • 6 replies
    • 1.6k views
    • 
    • FAPInJax
    • February 16, 2004

38. Can a traditional defined benefit plan be converted to a 412(i)?

    By Guest picwrc, August 22, 2003
    • 36 replies
    • 7.1k views
    • 
    • Lame Duck
    • February 13, 2004

39. 412i proposed Regs are out

    By mwyatt, February 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • February 13, 2004

40. Doc says NRA = 70 ?

    By Guest Partly Cloudy, February 12, 2004
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • February 12, 2004

41. PBGC Exemption Question

    By Guest pjm, February 10, 2004
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 11, 2004

42. Testing Age for General Testing - 1.401(a)(4) Regs

    By flosfur, February 10, 2004
    • 5 replies
    • 2.4k views
    • 
    • AndyH
    • February 10, 2004

43. Is there a pending legislative proposal to add a 20% excise tax to defined benefit lump sum distributions? Or is this just a rumor?

    By Guest WEMASON, February 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Kirk Maldonado
    • February 9, 2004

44. Personal check used for funding corporate DB

    By Guest Nineteen, February 6, 2004
    • 4 replies
    • 1k views
    • 
    • GBurns
    • February 6, 2004

45. Unit Accrual vs. Fractional Accrual Formulas

    By Blinky the 3-eyed Fish, April 17, 2003
    • 31 replies
    • 6.4k views
    • 
    • AndyH
    • February 6, 2004

46. Calendar year data election for HCE

    By Guest OHH, February 6, 2004
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • February 6, 2004

47. Suspension of Benefits if Working Past NRD

    By Guest CRC02, February 5, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • February 5, 2004

48. New SFAS 132 Available

    By MGB, December 23, 2003
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • February 5, 2004

49. Current Liability range

    By david rigby, February 4, 2004
    • 1 reply
    • 914 views
    • 
    • Mike Preston
    • February 5, 2004

50. Safe Harbor design question- help requested

    By AndyH, January 27, 2004
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • February 4, 2004