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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

  1. Determination letter filing deadline of January 1, 2004

    By Guest Powers,
    • 4 replies
    • 1.1k views
    • Guest
    • Guest

  2. DB Offset Plan

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

  3. Waiver of Benefits Sample Form Needed

    By nancy,
    • 8 replies
    • 6.4k views

  4. funding deficiency and full funding credit

    By ishi,
    • 2 replies
    • 1.6k views

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

    By WDIK,
    • 6 replies
    • 3.3k views

  6. C2 (DB) question

    By Guest sritts,
    • 2 replies
    • 1.7k views

  7. Forfeited Involuntary DistributionsTo Revalue or Not To Revalue?

    By Guest ircreader,
    • 6 replies
    • 1.6k views
    • Guest
    • Guest

  8. More FAS and EGTRRA

    By Guest guppy,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  9. Underfunded Plan

    By Guest mcw,
    • 3 replies
    • 1.3k views

  10. retro annuity start date- final regs

    By Guest meggie,
    • 0 replies
    • 2k views
    • Guest
    • Guest

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

    By AndyH,
    • 5 replies
    • 1.7k views

  12. Projecting Retirement Age

    By dmb,
    • 3 replies
    • 1.2k views

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

    By Guest guppy,
    • 1 reply
    • 945 views

  14. Missing Participant & Rev Proc 2003-44

    By Guest ircreader,
    • 4 replies
    • 1.9k views

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

    By Guest Marino13,
    • 4 replies
    • 1.5k views

  16. Unfreezing a Frozen Plan

    By smm,
    • 1 reply
    • 2.3k views

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

    By mwyatt,
    • 7 replies
    • 1.6k views

  18. Partnership Net Earned Income Issues

    By Guest Doug Goelz,
    • 10 replies
    • 3.6k views

  19. Deminimus Benefit

    By Dougsbpc,
    • 4 replies
    • 3.5k views

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

    By Guest Scrofani,
    • 2 replies
    • 6k views

  21. Who is Janet Krueger?

    By Dave Baker,
    • 2 replies
    • 1.6k views

  22. Top Heavy DB plan

    By Lori Foresz,
    • 9 replies
    • 2.4k views

  23. Cash Balance Plans

    By abanky,
    • 1 reply
    • 1.2k views

  24. 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
    • 3.5k views

  25. FAS87 - change in accounting methodology?

    By Guest guppy,
    • 3 replies
    • 1.2k views
    • Guest
    • Guest

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

    By Guest sfeldmeth,
    • 8 replies
    • 1.4k views
    • Guest
    • Guest

  27. Funding Method Change - Frozen Plan

    By flosfur,
    • 3 replies
    • 1.4k views

  28. In Service Distribution due to DB Plan Termination

    By smm,
    • 3 replies
    • 1.5k views
    • smm
    • smm

  29. New maximum deduction

    By FAPInJax,
    • 9 replies
    • 2.3k views
    • MGB
    • MGB

  30. Maximum lump sum

    By FAPInJax,
    • 14 replies
    • 3.4k views

  31. 415 limits precision

    By FAPInJax,
    • 13 replies
    • 2.2k views

  32. 404 Fun

    By Blinky the 3-eyed Fish,
    • 9 replies
    • 1.6k views

  33. Average Group Age Determines Benefit Level

    By WDIK,
    • 10 replies
    • 1.5k views

  34. Definition of Employee

    By flosfur,
    • 10 replies
    • 2.2k views

  35. Increase in Base Retirement Benefit for Delayed Retirement

    By Guest MDG,
    • 6 replies
    • 2k views

  36. PBGC coverage on termination

    By AndyH,
    • 8 replies
    • 2.2k views

  37. Rollovers from Profit Sharing Plan into DB Plan

    By dmb,
    • 8 replies
    • 1.6k views
    • Guest
    • Guest

  38. post normal ret age act increases

    By Gary,
    • 14 replies
    • 4.4k views

  39. Prior Participation and Service

    By Guest MDG,
    • 1 reply
    • 1.2k views

  40. Turnover Table

    By Guest Marino13,
    • 1 reply
    • 1.4k views

  41. Proposed FASB Disclosure Requirements for DB Plans

    By Guest blackdo2,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  42. Check of Annuity Purchase Rate

    By Guest Doug Goelz,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  43. CL Interest Rate Selection

    By Guest dmdoug,
    • 4 replies
    • 1.5k views

  44. In determining the amount of the offset from the PS, does the interest credited to a participant's account have to be actual or can it be hypothetical?

    By Guest flogger,
    • 9 replies
    • 2.2k views

  45. Withhold tax in state of residence or state benefit earned?

    By Guest SueJ,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  46. New DB plan in old company

    By Blinky the 3-eyed Fish,
    • 3 replies
    • 1.3k views

  47. Calculation of Top Heavy Minimum For A deferred Retiree

    By Guest merlin,
    • 10 replies
    • 1.4k views

  48. Rates for lump sum distributions

    By mming,
    • 1 reply
    • 1.1k views

  49. Amending SPD

    By Guest Donaldson,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  50. Voluntary Employee Contributions in Defined Benefit PlansCan they be spun off to a separate plan?

    By Guest rocnrols2,
    • 1 reply
    • 1.2k views
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