Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 2003 pre-EGTRRA 415 $ Limit

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

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

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

3. Compensation excluded from eligible earnings definition

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

4. Elimination of Reconciliation Account

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

5. PBGC coverage for a non profit

   By Guest Nineteen, February 24, 2004
   • 1 reply
   • 1.3k views
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   • david rigby
   • February 24, 2004

6. Affiliated Service Group Compensation

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

7. 412(i) Plan Subject to FAS 132/87 ?

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

8. FAS 87/132 Disributions

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

9. Last day Employment Requirement in a DB plan

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

10. 404 Full funding calculation

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

11. 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

12. Social Security calculator

    By Guest buyertoday, February 16, 2004
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • August 7, 2009

13. Reuired Minimum Distributions

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

14. 412i proposed Regs are out

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

15. Form 5500 and Corporate Tax Returns

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

16. Doc says NRA = 70 ?

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

17. 404(a)(7) Limit

    By david rigby, February 11, 2004
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • February 23, 2004

18. DB Plan Stats

    By Guest nsapper, February 11, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 19, 2004

19. PBGC Exemption Question

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

20. 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

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

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

22. 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

23. Personal check used for funding corporate DB

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

24. Calendar year data election for HCE

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

25. Suspension of Benefits if Working Past NRD

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

26. Current Liability range

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

27. RPA assumptions

    By FAPInJax, February 4, 2004
    • 6 replies
    • 1.7k views
    • 
    • FAPInJax
    • February 16, 2004

28. Latest on release of 412(i) regs, (that I've seen) for those who are interested

    By Belgarath, February 3, 2004
    • 0 replies
    • 1k views
    • 
    • Belgarath
    • February 3, 2004

29. Target Replacement Rates in DB Plans

    By Guest woodward618, February 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 2, 2004

30. Discrimination on Cashing Out DB Pension Plans

    By Guest moginsberg, February 2, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • February 3, 2004

31. Restricted Benefits For Fired Employee

    By Guest lvegas, January 30, 2004
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • January 30, 2004

32. Can you force a Death benefit over $5,000 after age 62?

    By Guest eazycool, January 29, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 3, 2004

33. Pension Plan Audit & Sponsor's tax return

    By flosfur, January 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • January 29, 2004

34. IRS Audit of a DB Plan

    By flosfur, January 29, 2004
    • 1 reply
    • 1k views
    • 
    • david rigby
    • January 29, 2004

35. Senate working on the interest rate change (and other relief)

    By MGB, January 28, 2004
    • 16 replies
    • 2.4k views
    • 
    • mwyatt
    • January 31, 2004

36. Trying to understand DB calcs....

    By K-t-F, January 28, 2004
    • 6 replies
    • 1.9k views
    • 
    • Effen
    • January 31, 2004

37. Safe Harbor design question- help requested

    By AndyH, January 27, 2004
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • February 4, 2004

38. Successor Employer

    By flosfur, January 27, 2004
    • 6 replies
    • 1.4k views
    • 
    • mbozek
    • January 29, 2004

39. Underfunded DB Plan

    By nancy, January 27, 2004
    • 1 reply
    • 1.2k views
    • 
    • FAPInJax
    • January 28, 2004

40. 1099R for benefits sent to the PBGC

    By Guest flogger, January 27, 2004
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • January 27, 2004

41. Asset sale and successor liability issues

    By Guest cosmo01, January 23, 2004
    • 7 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • January 26, 2004

42. Post Tax and Pretax Contributions Combined

    By Guest Lawrence_Groves, January 23, 2004
    • 0 replies
    • 871 views
    • 
    • Guest
    • January 23, 2004

43. 412(i), where is the guidance?

    By Effen, January 22, 2004
    • 11 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • January 24, 2004

44. Rollover into a DB Plan

    By Gary, January 21, 2004
    • 16 replies
    • 3.3k views
    • 
    • Kirk Maldonado
    • January 26, 2004

45. Req'd Minimum Distributions for DB plans

    By Guest jskiese, January 21, 2004
    • 3 replies
    • 1.1k views
    • 
    • Theresa Lynn
    • January 23, 2004

46. Cash Balance Spin-off

    By Guest guppy, January 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 16, 2004

47. Freezing cash balance plan - can the interest credit be frozen too?

    By JDuns, January 14, 2004
    • 3 replies
    • 4.3k views
    • 
    • Gary
    • January 21, 2004

48. 2004 Cl rules for DB absent new legislation

    By mwyatt, January 12, 2004
    • 8 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 5, 2004

49. Pension Answer Book a plan expense?

    By Guest SueJ, January 9, 2004
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • January 12, 2004

50. Calculating the maximum lump sum

    By Guest smhjr, January 9, 2004
    • 9 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 10, 2004