Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. PBGC recovery of lump sums prior to distress termination

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

2. distress termination issues

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

3. Pension Plan vs. Taxable Account

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

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

   By Rolf Trautmann, December 17, 2003
   • 12 replies
   • 2.9k views
   • 
   • Blinky the 3-eyed Fish
   • December 19, 2003

5. meaningful benefit

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

6. Nondiscrimination with participant beyond NRA

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

7. TV DB participant request for information

   By Guest ArrowMatt, December 19, 2003
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • December 19, 2003

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

   By Rolf Trautmann, December 17, 2003
   • 4 replies
   • 1.1k views
   • 
   • david rigby
   • December 18, 2003

9. 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

10. Full funding Limitation

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

11. Compensation for Top Haevy Benefit

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

12. Disability benefit- service crediting

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

13. Reasonable?

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

14. lump sum versus monthly payments?

    By Lori H, December 10, 2003
    • 9 replies
    • 3k views
    • 
    • mwyatt
    • December 13, 2003

15. Nondiscrimination and cash balance

    By FAPInJax, December 12, 2003
    • 0 replies
    • 1.1k views
    • 
    • FAPInJax
    • December 12, 2003

16. Restricting optional forms of distribution

    By Guest guppy, December 11, 2003
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • December 12, 2003

17. Looking for a sample form for RMD that incorporates any spousal consent, options, etc.

    By Guest shronesz, December 11, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 11, 2003

18. Another 404(a)(7) question

    By Guest Mike Spickard, December 10, 2003
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 10, 2003

19. Rehires - Purchasing Service Credit

    By DTH, December 3, 2003
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • December 10, 2003

20. Duplicate DB benefit payments

    By Guest Blueglass, December 9, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • December 10, 2003

21. Determination letter filing deadline of January 1, 2004

    By Guest Powers, December 8, 2003
    • 4 replies
    • 993 views
    • 
    • Guest
    • December 8, 2003

22. DB Offset Plan

    By Blinky the 3-eyed Fish, November 7, 2003
    • 19 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • December 8, 2003

23. Waiver of Benefits Sample Form Needed

    By nancy, December 4, 2003
    • 8 replies
    • 6.1k views
    • 
    • Mike Preston
    • December 5, 2003

24. funding deficiency and full funding credit

    By ishi, December 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • ishi
    • December 5, 2003

25. Can employer consider the larger benefits provided under a plan to older employees when negotiating salary? Age discrimination?

    By WDIK, December 2, 2003
    • 6 replies
    • 3.2k views
    • 
    • WDIK
    • December 4, 2003

26. C2 (DB) question

    By Guest sritts, December 4, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • December 4, 2003

27. Forfeited Involuntary DistributionsTo Revalue or Not To Revalue?

    By Guest ircreader, November 26, 2003
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • December 4, 2003

28. More FAS and EGTRRA

    By Guest guppy, December 3, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 4, 2003

29. Underfunded Plan

    By Guest mcw, December 2, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • December 3, 2003

30. retro annuity start date- final regs

    By Guest meggie, December 2, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 2, 2003

31. Accrued to date general testing method- fixes in event of failure

    By AndyH, December 1, 2003
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • December 2, 2003

32. Projecting Retirement Age

    By dmb, December 2, 2003
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • December 2, 2003

33. FASB recognition of future plan amendments(specifically EGTRRA)

    By Guest guppy, December 2, 2003
    • 1 reply
    • 882 views
    • 
    • david rigby
    • December 2, 2003

34. Missing Participant & Rev Proc 2003-44

    By Guest ircreader, November 24, 2003
    • 4 replies
    • 1.8k views
    • 
    • imchipbrown
    • December 2, 2003

35. What is compensation threshhold for HCE determination for plan year beginning 7/1/02?

    By Guest Marino13, December 1, 2003
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 2, 2003

36. Unfreezing a Frozen Plan

    By smm, December 1, 2003
    • 1 reply
    • 2.1k views
    • 
    • AndyH
    • December 1, 2003

37. Brain Cramp on converting prior DB AB for 415 offset

    By mwyatt, November 18, 2003
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 1, 2003

38. Partnership Net Earned Income Issues

    By Guest Doug Goelz, November 19, 2003
    • 10 replies
    • 3.4k views
    • 
    • Mike Preston
    • December 1, 2003

39. Deminimus Benefit

    By Dougsbpc, November 25, 2003
    • 4 replies
    • 3.5k views
    • 
    • David MacLennan
    • November 30, 2003

40. Spinoff to be purchased. What happens to Pension Plan?

    By Guest Scrofani, November 26, 2003
    • 2 replies
    • 5.8k views
    • 
    • Kirk Maldonado
    • November 26, 2003

41. Who is Janet Krueger?

    By Dave Baker, November 21, 2003
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • November 25, 2003

42. Top Heavy DB plan

    By Lori Foresz, November 20, 2003
    • 9 replies
    • 2.3k views
    • 
    • AndyH
    • November 25, 2003

43. Cash Balance Plans

    By abanky, November 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003

44. Must 204(h) notice for a DB plan state what the benefit formula used to be, or can it just say that further benefit accruals are frozen?

    By nancy, October 1, 2003
    • 8 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003

45. FAS87 - change in accounting methodology?

    By Guest guppy, November 18, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • November 18, 2003

46. Establishment of multi employer DB offered to HCE prohibited union workers

    By Guest sfeldmeth, November 17, 2003
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • November 18, 2003

47. Funding Method Change - Frozen Plan

    By flosfur, November 14, 2003
    • 3 replies
    • 1.3k views
    • 
    • flosfur
    • November 14, 2003

48. In Service Distribution due to DB Plan Termination

    By smm, November 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • smm
    • November 14, 2003

49. New maximum deduction

    By FAPInJax, July 18, 2003
    • 9 replies
    • 2.2k views
    • 
    • MGB
    • November 14, 2003

50. Maximum lump sum

    By FAPInJax, November 4, 2003
    • 14 replies
    • 3.3k views
    • 
    • flosfur
    • November 14, 2003