Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. Defined Benefit Minimum Required Distribution calculations for plans w

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

2. DB General Test

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

3. Late Quarterly Interest Penalty

   By Guest lilliand, January 17, 2003
   • 14 replies
   • 2.6k views
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   • WDIK
   • July 18, 2003

4. Cost of living on the annutiy purchase rate

   By Guest shronesz, July 16, 2003
   • 4 replies
   • 1.2k views
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   • Guest
   • July 17, 2003

5. Cash balance floor offset design

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

6. 412(i) plan establishment procedures

   By Guest Richard Field, June 10, 2003
   • 16 replies
   • 9.1k views
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   • mwyatt
   • July 17, 2003

7. Cash Out/Buy Back

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

8. Frozen Top Heavy DB

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

9. Financial Accounting for Cash Balance

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

10. Coming out of Full Funding

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

11. Mandatory Contributions

    By Guest hussac, July 14, 2003
    • 2 replies
    • 1.6k views
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    • Guest
    • July 15, 2003

12. Actuary's Responsibilities

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

13. Conversion of DC Plan to a DB

    By Guest merlin, July 11, 2003
    • 8 replies
    • 3k views
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    • IRC401
    • July 14, 2003

14. General testing and 417(e)

    By AndyH, April 29, 2002
    • 15 replies
    • 2.4k views
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    • Guest
    • July 11, 2003

15. PBGC variable rate

    By FAPInJax, July 9, 2003
    • 3 replies
    • 1.1k views
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    • mwyatt
    • July 11, 2003

16. 412(i) plans

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

17. DB Plan vesting schedules/ Help please

    By Guest brownslax, July 10, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 10, 2003

18. Plan merger - funding standard accounts

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

19. Funding Waiver Applications

    By Guest jerry2575, July 9, 2003
    • 2 replies
    • 1.2k views
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    • mwyatt
    • July 9, 2003

20. Freezing Benefit Accruals

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

21. SCHEDULE B ACCRUED LIABILITY

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

22. What's frozen in 1998 'frozen' pension offer?

    By Guest jdubya, May 20, 2003
    • 9 replies
    • 1.5k views
    • 
    • Guest
    • July 8, 2003

23. More about MVAR calculations with Lump Sum

    By Guest pension222, July 1, 2003
    • 8 replies
    • 2.3k views
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    • Guest
    • July 7, 2003

24. Effect of Negative Liability

    By JButtrick, June 25, 2003
    • 4 replies
    • 1.7k views
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    • flosfur
    • July 6, 2003

25. Schedule T

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

26. QPSA - Single Sum Payment

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

27. 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

28. Elimination of QPSA on Residual Annuity

    By Guest ircreader, July 2, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 2, 2003

29. Transfer between DB Plans

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

30. Revenue Ruling 2003-83

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

31. 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

32. Flexibility re participation in cash balance plan

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

33. Voluntary Contributions to DB Plans

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

34. Pre-Termination Restrictions

    By Guest pensionpete, May 29, 2003
    • 21 replies
    • 4.3k views
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    • Blinky the 3-eyed Fish
    • June 25, 2003

35. 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

36. Terminating Plan Document Update

    By Blinky the 3-eyed Fish, June 20, 2003
    • 8 replies
    • 1.4k views
    • 
    • mwyatt
    • June 23, 2003

37. union plans

    By Gary, June 20, 2003
    • 1 reply
    • 1.1k views
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    • MGB
    • June 20, 2003

38. Error Correction

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

39. Restricted EE with no Repay Agreement

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

40. Restricted EE also a Beneficiary

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

41. Pension Equity Plan

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

42. Determination Letter

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

43. 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

44. DB Plan Termination Question

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

45. ABO and CL for backloaded cash balance plans

    By Guest Mike Melnick, June 2, 2003
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • June 11, 2003

46. Missing Participants - DB Termination

    By J. Bringhurst, August 5, 2002
    • 7 replies
    • 2.8k views
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    • david rigby
    • June 10, 2003

47. 404(a)(1)(D)

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

48. Top-Heavy Minimums

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

49. Fasb Disclosure rates (Moody's)

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

50. Valuation Assets

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