Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Excise tax on nondeductible contributions

   By Belgarath, September 10, 2003
   • 12 replies
   • 2.9k views
   • 
   • Belgarath
   • September 12, 2003

2. permitted investments

   By PensionNewbee, September 9, 2003
   • 8 replies
   • 4.1k views
   • 
   • David MacLennan
   • September 12, 2003

3. Minimum funding

   By FAPInJax, September 10, 2003
   • 11 replies
   • 1.9k views
   • 
   • rcline46
   • September 11, 2003

4. Conversion of DB to DC Plan

   By Guest Hedwig, September 10, 2003
   • 3 replies
   • 1.7k views
   • 
   • AndyH
   • September 10, 2003

5. Actuarial Resource

   By david rigby, September 8, 2003
   • 1 reply
   • 1k views
   • 
   • MGB
   • September 8, 2003

6. Retroactive Annuity Starting Date

   By Guest AEA, September 5, 2003
   • 0 replies
   • 875 views
   • 
   • Guest
   • September 5, 2003

7. Variable Rate Premiums

   By Guest jazzy, September 4, 2003
   • 4 replies
   • 1k views
   • 
   • Effen
   • September 5, 2003

8. Suspension of Benefits Notice

   By Effen, June 19, 2003
   • 19 replies
   • 7k views
   • 
   • Effen
   • September 5, 2003

9. Termination of an Underfunded DB Plan

   By Guest Gary A. Luing, September 4, 2003
   • 7 replies
   • 2.2k views
   • 
   • mbozek
   • September 4, 2003

10. Meaningful Benefit?

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

11. Minimum Age for DB plans

    By CEB, September 3, 2003
    • 3 replies
    • 1.2k views
    • 
    • MGB
    • September 3, 2003

12. PBGC Coverage

    By flosfur, August 29, 2003
    • 4 replies
    • 2.9k views
    • 
    • flosfur
    • September 1, 2003

13. Multiemployer pensin plan withdrawals

    By Guest lisbetf, August 29, 2003
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • August 30, 2003

14. Pre-retirement death benefits

    By Guest nsapper, August 28, 2003
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 28, 2003

15. Deductible Contributions

    By Guest guppy, August 26, 2003
    • 8 replies
    • 1.6k views
    • 
    • AndyH
    • August 28, 2003

16. Beneficiary under 404(a)(7)

    By Guest pension222, August 27, 2003
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 2003

17. DB accountant's report rules

    By AndyH, August 27, 2003
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • August 28, 2003

18. Brain Cramp - Cash Balance and Current Liability

    By mwyatt, August 27, 2003
    • 2 replies
    • 1.3k views
    • 
    • mwyatt
    • August 27, 2003

19. Defined Benefit Plans (including 412i plans)

    By Guest Carol the Writer, August 26, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • August 27, 2003

20. Accrual of Maximum Benefit

    By Guest PensionNW, August 20, 2003
    • 5 replies
    • 1.8k views
    • 
    • MGB
    • August 26, 2003

21. actuarial assumed rates or return and discount rates @12/31/01

    By Guest Bill Drimel, December 12, 2001
    • 4 replies
    • 2.3k views
    • 
    • MGB
    • August 26, 2003

22. Non-deductible Contribution

    By ac, August 23, 2003
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • August 24, 2003

23. ERISA REG re Suspension of Benefits

    By Guest ircreader, August 22, 2003
    • 6 replies
    • 8.3k views
    • 
    • RTK
    • August 22, 2003

24. Termination of Enrolled Actuary

    By Effen, August 21, 2003
    • 6 replies
    • 2.9k views
    • 
    • WDIK
    • August 22, 2003

25. Maximum Distribution

    By Blinky the 3-eyed Fish, August 15, 2003
    • 7 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 21, 2003

26. Beginning of year valuation and eligibility

    By Guest smhjr, July 23, 2003
    • 13 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 21, 2003

27. Late Retirement

    By nancy, August 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • nancy
    • August 21, 2003

28. Cash Balance Plan - New Ruling?

    By Guest jhilliard, August 13, 2003
    • 19 replies
    • 2.1k views
    • 
    • MoJo
    • August 20, 2003

29. DB Plan for Participant Over 70 1/2

    By four01kman, August 18, 2003
    • 7 replies
    • 1.8k views
    • 
    • MGB
    • August 19, 2003

30. Valuation benefits

    By FAPInJax, August 15, 2003
    • 8 replies
    • 1.6k views
    • 
    • mwyatt
    • August 19, 2003

31. Demutualization Proceeds

    By Guest planman, August 18, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • August 18, 2003

32. QDRO benefits

    By FAPInJax, August 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • mwyatt
    • August 18, 2003

33. Restricted Benefits under a DB plan

    By Guest meggie, August 15, 2003
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 18, 2003

34. Double Reduction in 415 Limit?

    By Dougsbpc, August 7, 2003
    • 18 replies
    • 2.6k views
    • 
    • flosfur
    • August 16, 2003

35. OPEB??

    By Guest Amanda Davis, August 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 15, 2003

36. Early Retirement Windows - Revisited

    By LIBOR, August 14, 2003
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • August 15, 2003

37. Datair Question

    By Guest guppy, August 13, 2003
    • 7 replies
    • 1.6k views
    • 
    • David
    • August 14, 2003

38. 414k / 242b

    By Guest dsyrett, August 14, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 14, 2003

39. Valuation of Plans Pre-Merger

    By Guest blackacre, August 12, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 13, 2003

40. Max Deductible = unfunded CL

    By Guest lisbetf, June 10, 2003
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • August 12, 2003

41. Choosing CL Interest Rate

    By David MacLennan, August 10, 2003
    • 9 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 12, 2003

42. Distress termination

    By Guest JBeck, August 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • August 12, 2003

43. FASB 87 Measurement Date

    By Guest Marino13, August 11, 2003
    • 8 replies
    • 3k views
    • 
    • david rigby
    • August 11, 2003

44. IBM Adverse Decision on Cash Balance Plans

    By mwyatt, August 1, 2003
    • 20 replies
    • 7.9k views
    • 
    • mbozek
    • August 11, 2003

45. ERISA Title IV

    By Guest Carol the Writer, August 5, 2003
    • 5 replies
    • 4k views
    • 
    • David MacLennan
    • August 10, 2003

46. Different benefit statements for different ees?

    By David MacLennan, August 9, 2003
    • 4 replies
    • 1.1k views
    • 
    • Everett Moreland
    • August 10, 2003

47. Summary Annual Report

    By Guest Amanda Davis, May 19, 2003
    • 3 replies
    • 1.9k views
    • 
    • Lynn Campbell
    • August 8, 2003

48. Elimination of Death Benefit in Pension Plan

    By Guest ircreader, August 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • MGB
    • August 8, 2003

49. Actuarial Standards Board

    By david rigby, August 8, 2003
    • 1 reply
    • 1k views
    • 
    • MGB
    • August 8, 2003

50. New Cash-Balance Plan Approvals ?

    By Guest RSNOW, August 7, 2003
    • 2 replies
    • 1k views
    • 
    • mbozek
    • August 8, 2003