Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. QPSA - Single Sum Payment

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

2. First Year DB that Counts Prior Service

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

3. Elimination of QPSA on Residual Annuity

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

4. Transfer between DB Plans

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

5. Revenue Ruling 2003-83

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

6. 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

7. Flexibility re participation in cash balance plan

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

8. Voluntary Contributions to DB Plans

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

9. Pre-Termination Restrictions

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

10. Bonding or Other Escrow Vehicles for Restricted Employees

    By Guest David M, April 2, 2002
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2003

11. Terminating Plan Document Update

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

12. union plans

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

13. Error Correction

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

14. Restricted EE with no Repay Agreement

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

15. Restricted EE also a Beneficiary

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

16. Pension Equity Plan

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

17. Determination Letter

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

18. Sponsor's Agreement To Change In Funding Method

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

19. DB Plan Termination Question

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

20. ABO and CL for backloaded cash balance plans

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

21. Missing Participants - DB Termination

    By J. Bringhurst, August 5, 2002
    • 7 replies
    • 2.7k views
    • 
    • david rigby
    • June 10, 2003

22. 404(a)(1)(D)

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

23. Top-Heavy Minimums

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

24. Fasb Disclosure rates (Moody's)

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

25. Valuation Assets

    By Guest penman, May 29, 2003
    • 13 replies
    • 2k views
    • 
    • ishi
    • June 4, 2003

26. IRC 412(i) Ist Yr. issues

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

27. Optional Forms upon Plan Termination

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

28. Minimum Funding Requirements

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

29. Cash-Balance Plans

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

30. Section 401(h) medical plan

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

31. Section 404 Cost for DB Plan

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

32. Offset Plan

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

33. death benefit for unmarried participants

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

34. Cash Balance - Calculation of Accrual for Testing

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

35. Overfunded one man DB Plan

    By k man, May 20, 2003
    • 8 replies
    • 3.3k views
    • 
    • Mike Preston
    • May 24, 2003

36. Proposed Cash-Balance Regs (remainder)

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

37. Deduction for Terminating Plan

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

38. violation of 404(c)?

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

39. DB/DC COMBOS

    By Guest draper, May 21, 2003
    • 0 replies
    • 959 views
    • 
    • Guest
    • May 21, 2003

40. Benefit offset due to QDRO

    By David MacLennan, May 19, 2003
    • 7 replies
    • 2.3k views
    • 
    • Mike Preston
    • May 21, 2003

41. 100% Excise Tax

    By Guest ctate, May 20, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 20, 2003

42. 415 Year of Participation

    By Guest Scott McHenry, May 19, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • May 20, 2003

43. How do you find an old mortality table?

    By pbarrett, May 19, 2003
    • 4 replies
    • 1.8k views
    • 
    • pbarrett
    • May 19, 2003

44. reducing a 100% QPSA to a 50% QPSA

    By Everett Moreland, May 19, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 19, 2003

45. underfunded one-man db plans

    By Guest jig, May 18, 2003
    • 4 replies
    • 1.9k views
    • 
    • mwyatt
    • May 19, 2003

46. partial distribution - distributable event

    By Guest astonewall, May 16, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • May 17, 2003

47. S415 Limit and Fractional Accrual Formula

    By flosfur, May 9, 2003
    • 8 replies
    • 1.6k views
    • 
    • mwyatt
    • May 17, 2003

48. Cash-Balance Plans

    By Guest RSNOW, May 8, 2003
    • 11 replies
    • 2.6k views
    • 
    • SoCalActuary
    • May 16, 2003

49. Application of 411(d)(6) to compensation

    By Everett Moreland, May 16, 2003
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • May 16, 2003

50. Eliminate lump sum benefit?

    By Guest KOCH, May 13, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 16, 2003