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Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

  1. Majority Owner

    By nancy,
    • 0 replies
    • 1.4k views

  2. Accrual Rate - Post Age 65 participant

    By Guest Mike Spickard,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  3. PBGC recovery of lump sums prior to distress termination

    By SRM,
    • 1 reply
    • 1.6k views

  4. distress termination issues

    By AndyH,
    • 1 reply
    • 1.9k views

  5. Pension Plan vs. Taxable Account

    By goldtpa,
    • 13 replies
    • 2.9k views

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

    By Rolf Trautmann,
    • 12 replies
    • 3.8k views

  7. meaningful benefit

    By Tom Poje,
    • 2 replies
    • 2.1k views

  8. Nondiscrimination with participant beyond NRA

    By FAPInJax,
    • 0 replies
    • 1.3k views

  9. TV DB participant request for information

    By Guest ArrowMatt,
    • 2 replies
    • 1.2k views

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

    By Rolf Trautmann,
    • 4 replies
    • 1.4k views

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

    By Guest pensionquestioner,
    • 2 replies
    • 2.8k views

  12. Full funding Limitation

    By abanky,
    • 1 reply
    • 1.5k views

  13. Compensation for Top Haevy Benefit

    By flosfur,
    • 7 replies
    • 2.8k views

  14. Disability benefit- service crediting

    By AndyH,
    • 2 replies
    • 1.4k views

  15. Reasonable?

    By Guest Partly Cloudy,
    • 7 replies
    • 1.6k views

  16. lump sum versus monthly payments?

    By Lori H,
    • 9 replies
    • 4.2k views

  17. Nondiscrimination and cash balance

    By FAPInJax,
    • 0 replies
    • 1.3k views

  18. Restricting optional forms of distribution

    By Guest guppy,
    • 5 replies
    • 2k views
    • Guest
    • Guest

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

    By Guest shronesz,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  20. Another 404(a)(7) question

    By Guest Mike Spickard,
    • 5 replies
    • 1.5k views

  21. Rehires - Purchasing Service Credit

    By DTH,
    • 3 replies
    • 1.7k views

  22. Duplicate DB benefit payments

    By Guest Blueglass,
    • 2 replies
    • 1.3k views

  23. Determination letter filing deadline of January 1, 2004

    By Guest Powers,
    • 4 replies
    • 1.3k views
    • Guest
    • Guest

  24. DB Offset Plan

    By Blinky the 3-eyed Fish,
    • 19 replies
    • 3.6k views

  25. Waiver of Benefits Sample Form Needed

    By nancy,
    • 8 replies
    • 7k views

  26. funding deficiency and full funding credit

    By ishi,
    • 2 replies
    • 1.9k views

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

    By WDIK,
    • 6 replies
    • 3.7k views

  28. C2 (DB) question

    By Guest sritts,
    • 2 replies
    • 2.2k views

  29. Forfeited Involuntary DistributionsTo Revalue or Not To Revalue?

    By Guest ircreader,
    • 6 replies
    • 1.8k views
    • Guest
    • Guest

  30. More FAS and EGTRRA

    By Guest guppy,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  31. Underfunded Plan

    By Guest mcw,
    • 3 replies
    • 1.6k views

  32. retro annuity start date- final regs

    By Guest meggie,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

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

    By AndyH,
    • 5 replies
    • 2k views

  34. Projecting Retirement Age

    By dmb,
    • 3 replies
    • 1.4k views

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

    By Guest guppy,
    • 1 reply
    • 1k views

  36. Missing Participant & Rev Proc 2003-44

    By Guest ircreader,
    • 4 replies
    • 2.2k views

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

    By Guest Marino13,
    • 4 replies
    • 1.8k views

  38. Unfreezing a Frozen Plan

    By smm,
    • 1 reply
    • 2.5k views

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

    By mwyatt,
    • 7 replies
    • 2.1k views

  40. Partnership Net Earned Income Issues

    By Guest Doug Goelz,
    • 10 replies
    • 4.3k views

  41. Deminimus Benefit

    By Dougsbpc,
    • 4 replies
    • 3.9k views

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

    By Guest Scrofani,
    • 2 replies
    • 6.4k views

  43. Who is Janet Krueger?

    By Dave Baker,
    • 2 replies
    • 1.8k views

  44. Top Heavy DB plan

    By Lori Foresz,
    • 9 replies
    • 2.9k views

  45. Cash Balance Plans

    By abanky,
    • 1 reply
    • 1.4k views

  46. 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,
    • 8 replies
    • 3.8k views

  47. FAS87 - change in accounting methodology?

    By Guest guppy,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

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

    By Guest sfeldmeth,
    • 8 replies
    • 1.8k views
    • Guest
    • Guest

  49. Funding Method Change - Frozen Plan

    By flosfur,
    • 3 replies
    • 1.8k views

  50. In Service Distribution due to DB Plan Termination

    By smm,
    • 3 replies
    • 1.9k views
    • smm
    • smm
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