Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. lump sum versus monthly payments?

   By Lori H, December 10, 2003
   • 9 replies
   • 2.9k views
   • 
   • mwyatt
   • December 13, 2003

2. Nondiscrimination and cash balance

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

3. Restricting optional forms of distribution

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

4. 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

5. Another 404(a)(7) question

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

6. Rehires - Purchasing Service Credit

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

7. Duplicate DB benefit payments

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

8. Determination letter filing deadline of January 1, 2004

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

9. 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

10. Waiver of Benefits Sample Form Needed

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

11. funding deficiency and full funding credit

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

12. 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

13. C2 (DB) question

    By Guest sritts, December 4, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • December 4, 2003

14. Forfeited Involuntary DistributionsTo Revalue or Not To Revalue?

    By Guest ircreader, November 26, 2003
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • December 4, 2003

15. More FAS and EGTRRA

    By Guest guppy, December 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 4, 2003

16. Underfunded Plan

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

17. retro annuity start date- final regs

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

18. 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

19. Projecting Retirement Age

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

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

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

21. Missing Participant & Rev Proc 2003-44

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

22. 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

23. Unfreezing a Frozen Plan

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

24. 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

25. Partnership Net Earned Income Issues

    By Guest Doug Goelz, November 19, 2003
    • 10 replies
    • 3.3k views
    • 
    • Mike Preston
    • December 1, 2003

26. Deminimus Benefit

    By Dougsbpc, November 25, 2003
    • 4 replies
    • 3.4k views
    • 
    • David MacLennan
    • November 30, 2003

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

    By Guest Scrofani, November 26, 2003
    • 2 replies
    • 5.7k views
    • 
    • Kirk Maldonado
    • November 26, 2003

28. Who is Janet Krueger?

    By Dave Baker, November 21, 2003
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • November 25, 2003

29. Top Heavy DB plan

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

30. Cash Balance Plans

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

31. 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
    • 3.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003

32. FAS87 - change in accounting methodology?

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

33. 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

34. Funding Method Change - Frozen Plan

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

35. In Service Distribution due to DB Plan Termination

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

36. New maximum deduction

    By FAPInJax, July 18, 2003
    • 9 replies
    • 2.1k views
    • 
    • MGB
    • November 14, 2003

37. Maximum lump sum

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

38. 415 limits precision

    By FAPInJax, November 12, 2003
    • 13 replies
    • 2k views
    • 
    • Mike Preston
    • November 13, 2003

39. 404 Fun

    By Blinky the 3-eyed Fish, November 10, 2003
    • 9 replies
    • 1.5k views
    • 
    • Ron Snyder
    • November 13, 2003

40. Average Group Age Determines Benefit Level

    By WDIK, November 12, 2003
    • 10 replies
    • 1.3k views
    • 
    • WDIK
    • November 13, 2003

41. Definition of Employee

    By flosfur, November 7, 2003
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • November 9, 2003

42. Increase in Base Retirement Benefit for Delayed Retirement

    By Guest MDG, November 6, 2003
    • 6 replies
    • 1.7k views
    • 
    • Effen
    • November 7, 2003

43. PBGC coverage on termination

    By AndyH, November 6, 2003
    • 8 replies
    • 2.1k views
    • 
    • AndyH
    • November 7, 2003

44. Rollovers from Profit Sharing Plan into DB Plan

    By dmb, October 20, 2003
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • November 6, 2003

45. post normal ret age act increases

    By Gary, April 12, 2002
    • 14 replies
    • 4.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 6, 2003

46. Prior Participation and Service

    By Guest MDG, November 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 5, 2003

47. Turnover Table

    By Guest Marino13, November 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 5, 2003

48. Proposed FASB Disclosure Requirements for DB Plans

    By Guest blackdo2, November 5, 2003
    • 0 replies
    • 986 views
    • 
    • Guest
    • November 5, 2003

49. Check of Annuity Purchase Rate

    By Guest Doug Goelz, October 31, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 5, 2003

50. CL Interest Rate Selection

    By Guest dmdoug, October 28, 2003
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • November 5, 2003