Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Non-deductible Contribution

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

2. ERISA REG re Suspension of Benefits

   By Guest ircreader, August 22, 2003
   • 6 replies
   • 8.7k views
   • 
   • RTK
   • August 22, 2003

3. Termination of Enrolled Actuary

   By Effen, August 21, 2003
   • 6 replies
   • 3k views
   • 
   • WDIK
   • August 22, 2003

4. Maximum Distribution

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

5. Beginning of year valuation and eligibility

   By Guest smhjr, July 23, 2003
   • 13 replies
   • 2.7k views
   • 
   • Blinky the 3-eyed Fish
   • August 21, 2003

6. Late Retirement

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

7. Cash Balance Plan - New Ruling?

   By Guest jhilliard, August 13, 2003
   • 19 replies
   • 2.3k views
   • 
   • MoJo
   • August 20, 2003

8. DB Plan for Participant Over 70 1/2

   By four01kman, August 18, 2003
   • 7 replies
   • 2k views
   • 
   • MGB
   • August 19, 2003

9. Valuation benefits

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

10. Demutualization Proceeds

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

11. QDRO benefits

    By FAPInJax, August 18, 2003
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • August 18, 2003

12. Restricted Benefits under a DB plan

    By Guest meggie, August 15, 2003
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 18, 2003

13. Double Reduction in 415 Limit?

    By Dougsbpc, August 7, 2003
    • 18 replies
    • 2.7k views
    • 
    • flosfur
    • August 16, 2003

14. OPEB??

    By Guest Amanda Davis, August 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 15, 2003

15. Early Retirement Windows - Revisited

    By LIBOR, August 14, 2003
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • August 15, 2003

16. Datair Question

    By Guest guppy, August 13, 2003
    • 7 replies
    • 1.7k views
    • 
    • David
    • August 14, 2003

17. 414k / 242b

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

18. Valuation of Plans Pre-Merger

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

19. Max Deductible = unfunded CL

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

20. Choosing CL Interest Rate

    By David MacLennan, August 10, 2003
    • 9 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 12, 2003

21. Distress termination

    By Guest JBeck, August 10, 2003
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • August 12, 2003

22. FASB 87 Measurement Date

    By Guest Marino13, August 11, 2003
    • 8 replies
    • 3.1k views
    • 
    • david rigby
    • August 11, 2003

23. IBM Adverse Decision on Cash Balance Plans

    By mwyatt, August 1, 2003
    • 20 replies
    • 8k views
    • 
    • mbozek
    • August 11, 2003

24. ERISA Title IV

    By Guest Carol the Writer, August 5, 2003
    • 5 replies
    • 4.2k views
    • 
    • David MacLennan
    • August 10, 2003

25. Different benefit statements for different ees?

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

26. Summary Annual Report

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

27. Elimination of Death Benefit in Pension Plan

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

28. Actuarial Standards Board

    By david rigby, August 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • August 8, 2003

29. New Cash-Balance Plan Approvals ?

    By Guest RSNOW, August 7, 2003
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • August 8, 2003

30. 411(d)(6)

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

31. DB funding deadline

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

32. Over funded DB

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

33. 412(i) & traditional DB Combo

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

34. Cash Balance Litigation

    By Guest pjdawson, August 5, 2003
    • 4 replies
    • 2k views
    • 
    • flosfur
    • August 7, 2003

35. Deduction Limit Unfunded Current Liability

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

36. Death Benefit

    By nancy, August 4, 2003
    • 4 replies
    • 2k views
    • 
    • AndyH
    • August 5, 2003

37. Interest Credits in Cash Balance Plans

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

38. Funding a Cash Balance Plan

    By Guest pension222, July 31, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 31, 2003

39. General Tested DB + Cross-tested PS

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

40. DB & PS Combo

    By dmb, July 30, 2003
    • 4 replies
    • 1.2k views
    • 
    • WDIK
    • July 30, 2003

41. Enrolled Actuary Gray Books

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

42. Trustee Expense Policy

    By Guest ooota, July 22, 2003
    • 7 replies
    • 2.7k views
    • 
    • david rigby
    • July 28, 2003

43. Under funded terminating DB plan

    By Guest RSNOW, July 23, 2003
    • 15 replies
    • 4.3k views
    • 
    • KJohnson
    • July 25, 2003

44. DB & 401(k) Plan

    By pbarrett, July 24, 2003
    • 8 replies
    • 2k views
    • 
    • pbarrett
    • July 25, 2003

45. Unrelated business income tax

    By Guest RCox, July 22, 2003
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • July 25, 2003

46. Top heavy minimum benefits

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

47. Lump Sums

    By Gary, July 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • SRM
    • July 25, 2003

48. Testing a Floor-Offset Arrangement for Nodiscrimin

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

49. Permitted Disparity

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

50. Top Heavy Cash Balance Plan

    By Guest pension222, July 22, 2003
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 24, 2003