Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. Pension Answer Book a plan expense?

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

2. Cash Balance Floor Offset Plans - Fantastic Results?

   By Guest merlin, October 16, 2003
   • 32 replies
   • 7.3k views
   • 
   • Blinky the 3-eyed Fish
   • January 12, 2004

3. Calculating the maximum lump sum

   By Guest smhjr, January 9, 2004
   • 9 replies
   • 2.3k views
   • 
   • Mike Preston
   • January 10, 2004

4. Distribution Calculation for Mandatory Contributory DB Plan

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

5. Unit credit funding

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

6. 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

7. Gray Book for 2004

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

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

   By Effen, December 30, 2003
   • 0 replies
   • 1k views
   • 
   • Effen
   • December 30, 2003

9. A Strange Benefit Formula

   By Guest Max Power, December 3, 2003
   • 11 replies
   • 1.7k views
   • 
   • mwyatt
   • December 29, 2003

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

    By Guest siredwardcoke, December 26, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 26, 2003

11. pre-EGTRRA limits

    By Blinky the 3-eyed Fish, December 23, 2003
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • December 24, 2003

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

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

13. Another DB/DC Gateway question

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

14. Majority Owner

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

15. Accrual Rate - Post Age 65 participant

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

16. PBGC recovery of lump sums prior to distress termination

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

17. distress termination issues

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

18. Pension Plan vs. Taxable Account

    By goldtpa, December 18, 2003
    • 13 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 19, 2003

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

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

20. meaningful benefit

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

21. Nondiscrimination with participant beyond NRA

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

22. TV DB participant request for information

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

23. 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

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

    By Guest pensionquestioner, December 17, 2003
    • 2 replies
    • 2.4k views
    • 
    • mwyatt
    • December 18, 2003

25. Full funding Limitation

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

26. Compensation for Top Haevy Benefit

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

27. Disability benefit- service crediting

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

28. Reasonable?

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

29. lump sum versus monthly payments?

    By Lori H, December 10, 2003
    • 9 replies
    • 3.1k views
    • 
    • mwyatt
    • December 13, 2003

30. Nondiscrimination and cash balance

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

31. Restricting optional forms of distribution

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

32. 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

33. Another 404(a)(7) question

    By Guest Mike Spickard, December 10, 2003
    • 5 replies
    • 1.2k views
    • 
    • Mike Preston
    • December 10, 2003

34. Rehires - Purchasing Service Credit

    By DTH, December 3, 2003
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • December 10, 2003

35. Duplicate DB benefit payments

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

36. Determination letter filing deadline of January 1, 2004

    By Guest Powers, December 8, 2003
    • 4 replies
    • 1k views
    • 
    • Guest
    • December 8, 2003

37. DB Offset Plan

    By Blinky the 3-eyed Fish, November 7, 2003
    • 19 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 8, 2003

38. Waiver of Benefits Sample Form Needed

    By nancy, December 4, 2003
    • 8 replies
    • 6.2k views
    • 
    • Mike Preston
    • December 5, 2003

39. funding deficiency and full funding credit

    By ishi, December 3, 2003
    • 2 replies
    • 1.6k views
    • 
    • ishi
    • December 5, 2003

40. 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

41. C2 (DB) question

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

42. Forfeited Involuntary DistributionsTo Revalue or Not To Revalue?

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

43. More FAS and EGTRRA

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

44. Underfunded Plan

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

45. retro annuity start date- final regs

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

46. 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

47. Projecting Retirement Age

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

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

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

49. Missing Participant & Rev Proc 2003-44

    By Guest ircreader, November 24, 2003
    • 4 replies
    • 1.9k views
    • 
    • imchipbrown
    • December 2, 2003

50. 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