Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Funding Waiver Applications

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

2. PBGC variable rate

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

3. SCHEDULE B ACCRUED LIABILITY

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

4. Actuary's Responsibilities

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

5. QPSA - Single Sum Payment

   By RTK, July 3, 2003
   • 1 reply
   • 1.7k views
   • 
   • david rigby
   • July 3, 2003

6. Elimination of QPSA on Residual Annuity

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

7. Schedule T

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

8. More about MVAR calculations with Lump Sum

   By Guest pension222, July 1, 2003
   • 8 replies
   • 2.1k views
   • 
   • Guest
   • July 7, 2003

9. First Year DB that Counts Prior Service

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

10. Transfer between DB Plans

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

11. 412(i) plans

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

12. Revenue Ruling 2003-83

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

13. Freezing Benefit Accruals

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

14. Flexibility re participation in cash balance plan

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

15. Voluntary Contributions to DB Plans

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

16. Effect of Negative Liability

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

17. Terminating Plan Document Update

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

18. union plans

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

19. 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

20. Suspension of Benefits Notice

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

21. Restricted EE also a Beneficiary

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

22. Pension Equity Plan

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

23. Restricted EE with no Repay Agreement

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

24. Error Correction

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

25. Determination Letter

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

26. Sponsor's Agreement To Change In Funding Method

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

27. Max Deductible = unfunded CL

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

28. 412(i) plan establishment procedures

    By Guest Richard Field, June 10, 2003
    • 16 replies
    • 8.9k views
    • 
    • mwyatt
    • July 17, 2003

29. DB Plan Termination Question

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

30. 404(a)(1)(D)

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

31. Short Plan Year

    By flosfur, June 5, 2003
    • 5 replies
    • 2.2k views
    • 
    • Mike Preston
    • October 3, 2003

32. Top-Heavy Minimums

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

33. IRC 412(i) Ist Yr. issues

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

34. Fasb Disclosure rates (Moody's)

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

35. ABO and CL for backloaded cash balance plans

    By Guest Mike Melnick, June 2, 2003
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • June 11, 2003

36. Plan merger - funding standard accounts

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

37. Cash-Balance Plans

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

38. Minimum Funding Requirements

    By Guest SIGTWATCHER, May 30, 2003
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • May 30, 2003

39. Optional Forms upon Plan Termination

    By Guest Mike Spickard, May 30, 2003
    • 7 replies
    • 2.6k views
    • 
    • RTK
    • May 30, 2003

40. Section 401(h) medical plan

    By flosfur, May 29, 2003
    • 0 replies
    • 2.1k views
    • 
    • flosfur
    • May 29, 2003

41. Pre-Termination Restrictions

    By Guest pensionpete, May 29, 2003
    • 21 replies
    • 4.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2003

42. Valuation Assets

    By Guest penman, May 29, 2003
    • 13 replies
    • 1.9k views
    • 
    • ishi
    • June 4, 2003

43. Section 404 Cost for DB Plan

    By flosfur, May 28, 2003
    • 2 replies
    • 1k views
    • 
    • flosfur
    • May 29, 2003

44. Financial Accounting for Cash Balance

    By MGB, May 28, 2003
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • July 15, 2003

45. Cash Balance - Calculation of Accrual for Testing

    By Guest Scott McHenry, May 28, 2003
    • 0 replies
    • 921 views
    • 
    • Guest
    • May 28, 2003

46. death benefit for unmarried participants

    By AndyH, May 27, 2003
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • May 28, 2003

47. Offset Plan

    By Gary, May 25, 2003
    • 8 replies
    • 3k views
    • 
    • mbozek
    • May 29, 2003

48. Proposed Cash-Balance Regs (remainder)

    By Guest RSNOW, May 23, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • May 23, 2003

49. violation of 404(c)?

    By joel, May 22, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 23, 2003

50. Deduction for Terminating Plan

    By ac, May 21, 2003
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 23, 2003