Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Partial termination and plan termination and vesting

   By AndyH, March 15, 2004
   • 10 replies
   • 2.9k views
   • 
   • AndyH
   • March 17, 2004

2. Restructuring Plan(s)

   By flosfur, March 15, 2004
   • 3 replies
   • 1.9k views
   • 
   • AndyH
   • March 17, 2004

3. Testing Sevice for the General Test

   By flosfur, January 6, 2004
   • 9 replies
   • 2.1k views
   • 
   • AndyH
   • March 16, 2004

4. Pre-Retirement RPA Mortality

   By ishi, March 15, 2004
   • 2 replies
   • 2.8k views
   • 
   • ishi
   • March 16, 2004

5. Sole proprietor with multiple Schedule C's

   By Guest Nineteen, March 15, 2004
   • 0 replies
   • 2.9k views
   • 
   • Guest
   • March 15, 2004

6. Get Together for DB Message Board Participants at the Enrolled Actuaries Meeting

   By Lorraine Dorsa, March 10, 2004
   • 8 replies
   • 1.8k views
   • 
   • Effen
   • March 12, 2004

7. Fixed Factors to Convert Cash Balance Account Balance to Annuity

   By Guest CRC02, March 12, 2004
   • 1 reply
   • 1.9k views
   • 
   • MGB
   • March 12, 2004

8. Floor-Offset & 401(a)(26)

   By Dougsbpc, March 11, 2004
   • 5 replies
   • 2.3k views
   • 
   • Dougsbpc
   • March 12, 2004

9. Deduction for Waiver of Premium Contributions-Rev. Rul. 2004-20

   By Guest Ernie Guerriero, March 12, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • March 12, 2004

10. Cash Balance Plans for Goverment Employers

    By Guest pjm, March 11, 2004
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • March 11, 2004

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

    By Guest Glen, February 18, 2004
    • 11 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2004

12. 401(a)(26) - frozen plan

    By Guest guppy, March 8, 2004
    • 7 replies
    • 3.5k views
    • 
    • Tom Poje
    • March 9, 2004

13. Exclude HCE?

    By Dougsbpc, March 8, 2004
    • 3 replies
    • 2.3k views
    • 
    • Lame Duck
    • March 9, 2004

14. What is status of potential RPA rate changes?

    By Effen, March 4, 2004
    • 8 replies
    • 1.6k views
    • 
    • david rigby
    • March 8, 2004

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

    By Guest Roman, March 4, 2004
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • March 5, 2004

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

    By Guest Michael Anderson, March 4, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 5, 2004

17. Value of Life Insurance

    By Guest csk, March 2, 2004
    • 19 replies
    • 3.1k views
    • 
    • Kirk Maldonado
    • March 5, 2004

18. MVAR include 401(k) deferrals ?

    By JAY21, March 4, 2004
    • 1 reply
    • 2.5k views
    • 
    • AndyH
    • March 4, 2004

19. Funding for Early Retirement Window - Revisited

    By LIBOR, March 3, 2004
    • 2 replies
    • 1.4k views
    • 
    • LIBOR
    • March 4, 2004

20. Multi-employer plans

    By Guest sonny0, March 3, 2004
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 4, 2004

21. General Testing of Aggregated DB/DC Plans.

    By flosfur, February 26, 2004
    • 19 replies
    • 3.7k views
    • 
    • AndyH
    • March 3, 2004

22. Determination letter for freezing a plan?

    By Guest erisa15, March 1, 2004
    • 12 replies
    • 2.7k views
    • 
    • Everett Moreland
    • March 2, 2004

23. Incidental Benefits and Plan Performance

    By Guest Max Power, March 2, 2004
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 2, 2004

24. New lump sum and cash balance rules

    By FAPInJax, March 2, 2004
    • 0 replies
    • 1k views
    • 
    • FAPInJax
    • March 2, 2004

25. Changing Funding Assumptions

    By flosfur, March 1, 2004
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 2, 2004

26. Funding Cost attributable to individual participant

    By flosfur, February 26, 2004
    • 12 replies
    • 2.3k views
    • 
    • Mike Preston
    • March 1, 2004

27. FASB payment data

    By FAPInJax, March 1, 2004
    • 0 replies
    • 1.1k views
    • 
    • FAPInJax
    • March 1, 2004

28. Plan Document for Government DB Plan

    By flosfur, February 29, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • February 29, 2004

29. 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
    • 1.8k views
    • 
    • Appleby
    • February 29, 2004

30. Waiver of Minimum Funding Standard

    By LIBOR, February 26, 2004
    • 6 replies
    • 2k views
    • 
    • david rigby
    • February 27, 2004

31. 2003 pre-EGTRRA 415 $ Limit

    By David MacLennan, February 25, 2004
    • 4 replies
    • 2k views
    • 
    • MGB
    • February 26, 2004

32. Compensation excluded from eligible earnings definition

    By Guest Mike Spickard, February 24, 2004
    • 13 replies
    • 3.9k views
    • 
    • AndyH
    • February 26, 2004

33. 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
    • 1.9k views
    • 
    • ERISAatty
    • February 26, 2004

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

    By mal, February 25, 2004
    • 1 reply
    • 1.1k views
    • 
    • Lame Duck
    • February 25, 2004

35. Elimination of Reconciliation Account

    By LIBOR, February 24, 2004
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • February 24, 2004

36. 412(i) Plan Subject to FAS 132/87 ?

    By Guest RSNOW, February 23, 2004
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • February 24, 2004

37. Affiliated Service Group Compensation

    By mming, February 23, 2004
    • 1 reply
    • 1.3k views
    • 
    • David MacLennan
    • February 24, 2004

38. PBGC coverage for a non profit

    By Guest Nineteen, February 24, 2004
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • February 24, 2004

39. 404(a)(7) Limit

    By david rigby, February 11, 2004
    • 9 replies
    • 3.5k views
    • 
    • Guest
    • February 23, 2004

40. Last day Employment Requirement in a DB plan

    By flosfur, February 19, 2004
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • February 23, 2004

41. FAS 87/132 Disributions

    By dmb, February 20, 2004
    • 5 replies
    • 1.6k views
    • 
    • mwyatt
    • February 20, 2004

42. Reuired Minimum Distributions

    By Gary, February 13, 2004
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • February 19, 2004

43. Form 5500 and Corporate Tax Returns

    By Guest Marino13, February 12, 2004
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 19, 2004

44. 404 Full funding calculation

    By FAPInJax, February 18, 2004
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • February 19, 2004

45. DB Plan Stats

    By Guest nsapper, February 11, 2004
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • February 19, 2004

46. RPA assumptions

    By FAPInJax, February 4, 2004
    • 6 replies
    • 1.9k views
    • 
    • FAPInJax
    • February 16, 2004

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

    By Guest picwrc, August 22, 2003
    • 36 replies
    • 8k views
    • 
    • Lame Duck
    • February 13, 2004

48. 412i proposed Regs are out

    By mwyatt, February 13, 2004
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • February 13, 2004

49. Doc says NRA = 70 ?

    By Guest Partly Cloudy, February 12, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • February 12, 2004

50. PBGC Exemption Question

    By Guest pjm, February 10, 2004
    • 5 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 11, 2004