Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Trustee Expense Policy

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

2. Unrelated business income tax

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

3. New maximum deduction

   By FAPInJax, July 18, 2003
   • 9 replies
   • 2.2k views
   • 
   • MGB
   • November 14, 2003

4. DB General Test

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

5. Cash Out/Buy Back

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

6. Cost of living on the annutiy purchase rate

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

7. Cash balance floor offset design

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

8. Frozen Top Heavy DB

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

9. Coming out of Full Funding

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

10. Mandatory Contributions

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

11. Conversion of DC Plan to a DB

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

12. Overfunded single beneficiary DB plan planning

    By Guest Duberstein, July 10, 2003
    • 6 replies
    • 2.5k views
    • 
    • egrodan
    • January 19, 2020

13. DB Plan vesting schedules/ Help please

    By Guest brownslax, July 10, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 10, 2003

14. Funding Waiver Applications

    By Guest jerry2575, July 9, 2003
    • 2 replies
    • 1.1k views
    • 
    • mwyatt
    • July 9, 2003

15. PBGC variable rate

    By FAPInJax, July 9, 2003
    • 3 replies
    • 1k views
    • 
    • mwyatt
    • July 11, 2003

16. SCHEDULE B ACCRUED LIABILITY

    By Guest draper, July 7, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 8, 2003

17. Actuary's Responsibilities

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

18. QPSA - Single Sum Payment

    By RTK, July 3, 2003
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • July 3, 2003

19. Elimination of QPSA on Residual Annuity

    By Guest ircreader, July 2, 2003
    • 0 replies
    • 990 views
    • 
    • Guest
    • July 2, 2003

20. Schedule T

    By Guest Alwaysthinking, July 1, 2003
    • 1 reply
    • 946 views
    • 
    • flosfur
    • July 6, 2003

21. More about MVAR calculations with Lump Sum

    By Guest pension222, July 1, 2003
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • July 7, 2003

22. First Year DB that Counts Prior Service

    By Guest pension222, July 1, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 2, 2003

23. Transfer between DB Plans

    By Guest AEA, July 1, 2003
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • July 2, 2003

24. 412(i) plans

    By Guest Clain, June 30, 2003
    • 1 reply
    • 905 views
    • 
    • Guest
    • July 11, 2003

25. Revenue Ruling 2003-83

    By david rigby, June 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2003

26. Freezing Benefit Accruals

    By DTH, June 27, 2003
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2003

27. Flexibility re participation in cash balance plan

    By Guest Willy235, June 26, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 26, 2003

28. Voluntary Contributions to DB Plans

    By Guest rocnrols2, June 26, 2003
    • 0 replies
    • 887 views
    • 
    • Guest
    • June 26, 2003

29. Effect of Negative Liability

    By JButtrick, June 25, 2003
    • 4 replies
    • 1.6k views
    • 
    • flosfur
    • July 6, 2003

30. Terminating Plan Document Update

    By Blinky the 3-eyed Fish, June 20, 2003
    • 8 replies
    • 1.3k views
    • 
    • mwyatt
    • June 23, 2003

31. union plans

    By Gary, June 20, 2003
    • 1 reply
    • 1k views
    • 
    • MGB
    • June 20, 2003

32. Converting a DC plan to a DB plan

    By Blinky the 3-eyed Fish, June 19, 2003
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • June 26, 2003

33. Suspension of Benefits Notice

    By Effen, June 19, 2003
    • 19 replies
    • 7.1k views
    • 
    • Effen
    • September 5, 2003

34. Restricted EE also a Beneficiary

    By Guest jody303, June 18, 2003
    • 3 replies
    • 1k views
    • 
    • Guest
    • June 19, 2003

35. Pension Equity Plan

    By Guest cosmo01, June 18, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 18, 2003

36. Restricted EE with no Repay Agreement

    By Guest melodik, June 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • Everett Moreland
    • June 19, 2003

37. Error Correction

    By Guest EBW, June 18, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 19, 2003

38. Determination Letter

    By Guest strayhorn, June 13, 2003
    • 0 replies
    • 969 views
    • 
    • Guest
    • June 13, 2003

39. Sponsor's Agreement To Change In Funding Method

    By Guest merlin, June 12, 2003
    • 6 replies
    • 1.2k views
    • 
    • mwyatt
    • June 13, 2003

40. Max Deductible = unfunded CL

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

41. 412(i) plan establishment procedures

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

42. DB Plan Termination Question

    By LIBOR, June 10, 2003
    • 8 replies
    • 1.9k views
    • 
    • LIBOR
    • June 11, 2003

43. 404(a)(1)(D)

    By Guest penman, June 6, 2003
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • June 6, 2003

44. Short Plan Year

    By flosfur, June 5, 2003
    • 5 replies
    • 2.3k views
    • 
    • Mike Preston
    • October 3, 2003

45. Top-Heavy Minimums

    By WDIK, June 4, 2003
    • 5 replies
    • 1.4k views
    • 
    • WDIK
    • June 6, 2003

46. IRC 412(i) Ist Yr. issues

    By Guest Richard Field, June 2, 2003
    • 0 replies
    • 961 views
    • 
    • Guest
    • June 2, 2003

47. Fasb Disclosure rates (Moody's)

    By Guest lisbetf, June 2, 2003
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • June 4, 2003

48. ABO and CL for backloaded cash balance plans

    By Guest Mike Melnick, June 2, 2003
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • June 11, 2003

49. Plan merger - funding standard accounts

    By david rigby, May 31, 2003
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • July 9, 2003

50. Cash-Balance Plans

    By Guest RSNOW, May 30, 2003
    • 0 replies
    • 960 views
    • 
    • Guest
    • May 30, 2003