Defined Benefit Plans, Including Cash Balance

7,173 topics in this forum

1. Datair Question

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

2. 414k / 242b

   By Guest dsyrett, August 14, 2003
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • August 14, 2003

3. Valuation of Plans Pre-Merger

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

4. Max Deductible = unfunded CL

   By Guest lisbetf, June 10, 2003
   • 5 replies
   • 1.4k views
   • 
   • david rigby
   • August 12, 2003

5. Choosing CL Interest Rate

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

6. Distress termination

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

7. FASB 87 Measurement Date

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

8. IBM Adverse Decision on Cash Balance Plans

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

9. ERISA Title IV

   By Guest Carol the Writer, August 5, 2003
   • 5 replies
   • 4.1k views
   • 
   • David MacLennan
   • August 10, 2003

10. Different benefit statements for different ees?

    By David MacLennan, August 9, 2003
    • 4 replies
    • 1.2k views
    • 
    • Everett Moreland
    • August 10, 2003

11. Summary Annual Report

    By Guest Amanda Davis, May 19, 2003
    • 3 replies
    • 2k views
    • 
    • Lynn Campbell
    • August 8, 2003

12. Elimination of Death Benefit in Pension Plan

    By Guest ircreader, August 8, 2003
    • 3 replies
    • 1.3k views
    • 
    • MGB
    • August 8, 2003

13. Actuarial Standards Board

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

14. New Cash-Balance Plan Approvals ?

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

15. 411(d)(6)

    By nancy, August 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • MGB
    • August 8, 2003

16. DB funding deadline

    By Guest Rae, August 1, 2003
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • August 8, 2003

17. Over funded DB

    By Guest charcoal89, August 4, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • August 7, 2003

18. 412(i) & traditional DB Combo

    By flosfur, August 7, 2003
    • 0 replies
    • 910 views
    • 
    • flosfur
    • August 7, 2003

19. Cash Balance Litigation

    By Guest pjdawson, August 5, 2003
    • 4 replies
    • 1.9k views
    • 
    • flosfur
    • August 7, 2003

20. Deduction Limit Unfunded Current Liability

    By SRM, August 5, 2003
    • 1 reply
    • 972 views
    • 
    • Blinky the 3-eyed Fish
    • August 6, 2003

21. Death Benefit

    By nancy, August 4, 2003
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • August 5, 2003

22. Interest Credits in Cash Balance Plans

    By Guest SamFischer, July 30, 2003
    • 8 replies
    • 2.3k views
    • 
    • Everett Moreland
    • August 4, 2003

23. Funding a Cash Balance Plan

    By Guest pension222, July 31, 2003
    • 0 replies
    • 979 views
    • 
    • Guest
    • July 31, 2003

24. General Tested DB + Cross-tested PS

    By Guest RSNOW, July 30, 2003
    • 1 reply
    • 960 views
    • 
    • rcline46
    • July 30, 2003

25. DB & PS Combo

    By dmb, July 30, 2003
    • 4 replies
    • 1.1k views
    • 
    • WDIK
    • July 30, 2003

26. Enrolled Actuary Gray Books

    By Guest laura2, December 16, 1999
    • 3 replies
    • 3.2k views
    • 
    • david rigby
    • July 28, 2003

27. Trustee Expense Policy

    By Guest ooota, July 22, 2003
    • 7 replies
    • 2.6k views
    • 
    • david rigby
    • July 28, 2003

28. Under funded terminating DB plan

    By Guest RSNOW, July 23, 2003
    • 15 replies
    • 4.2k views
    • 
    • KJohnson
    • July 25, 2003

29. DB & 401(k) Plan

    By pbarrett, July 24, 2003
    • 8 replies
    • 1.9k views
    • 
    • pbarrett
    • July 25, 2003

30. Unrelated business income tax

    By Guest RCox, July 22, 2003
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • July 25, 2003

31. Top heavy minimum benefits

    By FAPInJax, July 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2003

32. Lump Sums

    By Gary, July 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • SRM
    • July 25, 2003

33. Testing a Floor-Offset Arrangement for Nodiscrimin

    By Guest merlin, July 24, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 25, 2003

34. Permitted Disparity

    By david rigby, July 23, 2003
    • 4 replies
    • 2k views
    • 
    • david rigby
    • July 24, 2003

35. Top Heavy Cash Balance Plan

    By Guest pension222, July 22, 2003
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 24, 2003

36. NYT - PBGC's Financial status in question

    By JanetM, July 23, 2003
    • 1 reply
    • 1.1k views
    • 
    • mwyatt
    • July 23, 2003

37. Defined Benefit Minimum Required Distribution calculations for plans w

    By Guest Victoria Pelletiere, November 13, 2002
    • 18 replies
    • 4.1k views
    • 
    • David MacLennan
    • July 22, 2003

38. DB General Test

    By Guest RSNOW, July 16, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 21, 2003

39. Late Quarterly Interest Penalty

    By Guest lilliand, January 17, 2003
    • 14 replies
    • 2.5k views
    • 
    • WDIK
    • July 18, 2003

40. Cost of living on the annutiy purchase rate

    By Guest shronesz, July 16, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • July 17, 2003

41. Cash balance floor offset design

    By Guest archon, July 15, 2003
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • July 17, 2003

42. 412(i) plan establishment procedures

    By Guest Richard Field, June 10, 2003
    • 16 replies
    • 9k views
    • 
    • mwyatt
    • July 17, 2003

43. Cash Out/Buy Back

    By Guest Powers, July 16, 2003
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • July 16, 2003

44. Frozen Top Heavy DB

    By Dougsbpc, July 15, 2003
    • 9 replies
    • 3.5k views
    • 
    • Dougsbpc
    • July 16, 2003

45. Financial Accounting for Cash Balance

    By MGB, May 28, 2003
    • 7 replies
    • 3.8k views
    • 
    • Guest
    • July 15, 2003

46. Coming out of Full Funding

    By Guest guppy, July 15, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • July 15, 2003

47. Mandatory Contributions

    By Guest hussac, July 14, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 15, 2003

48. Actuary's Responsibilities

    By flosfur, July 6, 2003
    • 4 replies
    • 1.4k views
    • 
    • Larry M
    • July 15, 2003

49. Conversion of DC Plan to a DB

    By Guest merlin, July 11, 2003
    • 8 replies
    • 2.9k views
    • 
    • IRC401
    • July 14, 2003

50. General testing and 417(e)

    By AndyH, April 29, 2002
    • 15 replies
    • 2.3k views
    • 
    • Guest
    • July 11, 2003