Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Db Buyout

   By Guest wjr, March 28, 2003
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • February 3, 2004

2. 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

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

   By Belgarath, February 3, 2004
   • 0 replies
   • 989 views
   • 
   • Belgarath
   • February 3, 2004

4. Discrimination on Cashing Out DB Pension Plans

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

5. Target Replacement Rates in DB Plans

   By Guest woodward618, February 2, 2004
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • February 2, 2004

6. Trying to understand DB calcs....

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

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

   By MGB, January 28, 2004
   • 16 replies
   • 2.3k views
   • 
   • mwyatt
   • January 31, 2004

8. Restricted Benefits For Fired Employee

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

9. Funding Waiver Application

   By mwyatt, December 10, 2002
   • 7 replies
   • 1.6k views
   • 
   • david rigby
   • January 29, 2004

10. Pension Plan Audit & Sponsor's tax return

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

11. Successor Employer

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

12. IRS Audit of a DB Plan

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

13. Underfunded DB Plan

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

14. 1099R for benefits sent to the PBGC

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

15. Dec 2003 FAS87 discount rate

    By Guest dsyrett, January 7, 2004
    • 20 replies
    • 2.7k views
    • 
    • Guest
    • January 27, 2004

16. Rollover into a DB Plan

    By Gary, January 21, 2004
    • 16 replies
    • 3.2k views
    • 
    • Kirk Maldonado
    • January 26, 2004

17. Asset sale and successor liability issues

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

18. 412(i), where is the guidance?

    By Effen, January 22, 2004
    • 11 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • January 24, 2004

19. Post Tax and Pretax Contributions Combined

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

20. Req'd Minimum Distributions for DB plans

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

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

    By JDuns, January 14, 2004
    • 3 replies
    • 4.2k views
    • 
    • Gary
    • January 21, 2004

22. Cash Balance Spin-off

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

23. Pension Answer Book a plan expense?

    By Guest SueJ, January 9, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2004

24. Cash Balance Floor Offset Plans - Fantastic Results?

    By Guest merlin, October 16, 2003
    • 32 replies
    • 7k views
    • 
    • Blinky the 3-eyed Fish
    • January 12, 2004

25. Calculating the maximum lump sum

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

26. Distribution Calculation for Mandatory Contributory DB Plan

    By Guest lsh, January 6, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 9, 2004

27. Unit credit funding

    By FAPInJax, January 2, 2004
    • 5 replies
    • 1.3k views
    • 
    • FAPInJax
    • January 6, 2004

28. Wages for Sole Proprietor

    By Blinky the 3-eyed Fish, December 31, 2003
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • January 5, 2004

29. Gray Book for 2004

    By david rigby, December 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • December 30, 2003

30. db accrual contingent on 403(b) deferral.Can you do this?

    By Effen, December 30, 2003
    • 0 replies
    • 987 views
    • 
    • Effen
    • December 30, 2003

31. A Strange Benefit Formula

    By Guest Max Power, December 3, 2003
    • 11 replies
    • 1.6k views
    • 
    • mwyatt
    • December 29, 2003

32. Timing of DB plan contributions: annual or quarterly?

    By Guest siredwardcoke, December 26, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 26, 2003

33. pre-EGTRRA limits

    By Blinky the 3-eyed Fish, December 23, 2003
    • 7 replies
    • 2.1k views
    • 
    • Mike Preston
    • December 24, 2003

34. DB-DC offset & 404(a)(7) max

    By Guest Mike Spickard, December 23, 2003
    • 21 replies
    • 2.3k views
    • 
    • AndyH
    • December 24, 2003

35. Another DB/DC Gateway question

    By Guest Mike Spickard, December 23, 2003
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • December 23, 2003

36. Majority Owner

    By nancy, December 22, 2003
    • 0 replies
    • 1.1k views
    • 
    • nancy
    • December 22, 2003

37. Accrual Rate - Post Age 65 participant

    By Guest Mike Spickard, December 22, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 22, 2003

38. PBGC recovery of lump sums prior to distress termination

    By SRM, December 11, 2003
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • December 19, 2003

39. distress termination issues

    By AndyH, December 19, 2003
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • December 19, 2003

40. Pension Plan vs. Taxable Account

    By goldtpa, December 18, 2003
    • 13 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 19, 2003

41. OBRA Full Funding Limit - Frozen Plan using Aggregate Method

    By Rolf Trautmann, December 17, 2003
    • 12 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • December 19, 2003

42. meaningful benefit

    By Tom Poje, December 19, 2003
    • 2 replies
    • 1.7k views
    • 
    • Effen
    • December 19, 2003

43. Nondiscrimination with participant beyond NRA

    By FAPInJax, December 19, 2003
    • 0 replies
    • 1k views
    • 
    • FAPInJax
    • December 19, 2003

44. TV DB participant request for information

    By Guest ArrowMatt, December 19, 2003
    • 2 replies
    • 1k views
    • 
    • david rigby
    • December 19, 2003

45. Additional Funding Charge for a Plan first Subject to ERISA in 2003

    By Rolf Trautmann, December 17, 2003
    • 4 replies
    • 1k views
    • 
    • david rigby
    • December 18, 2003

46. Can a non-owner waive in and out of participation in a defined benefit plan?

    By Guest pensionquestioner, December 17, 2003
    • 2 replies
    • 2.3k views
    • 
    • mwyatt
    • December 18, 2003

47. Full funding Limitation

    By abanky, December 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • December 17, 2003

48. Compensation for Top Haevy Benefit

    By flosfur, December 16, 2003
    • 7 replies
    • 2.2k views
    • 
    • mwyatt
    • December 17, 2003

49. Disability benefit- service crediting

    By AndyH, December 15, 2003
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • December 17, 2003

50. Reasonable?

    By Guest Partly Cloudy, December 16, 2003
    • 7 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 17, 2003