Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Distress termination

   By Guest JBeck, August 10, 2003
   • 2 replies
   • 1.7k views
   • 
   • Kirk Maldonado
   • August 12, 2003

2. FASB 87 Measurement Date

   By Guest Marino13, August 11, 2003
   • 8 replies
   • 3.4k views
   • 
   • david rigby
   • August 11, 2003

3. IBM Adverse Decision on Cash Balance Plans

   By mwyatt, August 1, 2003
   • 20 replies
   • 8.6k views
   • 
   • mbozek
   • August 11, 2003

4. ERISA Title IV

   By Guest Carol the Writer, August 5, 2003
   • 5 replies
   • 4.6k views
   • 
   • David MacLennan
   • August 10, 2003

5. Different benefit statements for different ees?

   By David MacLennan, August 9, 2003
   • 4 replies
   • 1.4k views
   • 
   • Everett Moreland
   • August 10, 2003

6. Summary Annual Report

   By Guest Amanda Davis, May 19, 2003
   • 3 replies
   • 2.3k views
   • 
   • Lynn Campbell
   • August 8, 2003

7. Elimination of Death Benefit in Pension Plan

   By Guest ircreader, August 8, 2003
   • 3 replies
   • 1.4k views
   • 
   • MGB
   • August 8, 2003

8. Actuarial Standards Board

   By david rigby, August 8, 2003
   • 1 reply
   • 1.2k views
   • 
   • MGB
   • August 8, 2003

9. New Cash-Balance Plan Approvals ?

   By Guest RSNOW, August 7, 2003
   • 2 replies
   • 1.3k views
   • 
   • mbozek
   • August 8, 2003

10. 411(d)(6)

    By nancy, August 8, 2003
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • August 8, 2003

11. DB funding deadline

    By Guest Rae, August 1, 2003
    • 2 replies
    • 1.5k views
    • 
    • flosfur
    • August 8, 2003

12. Over funded DB

    By Guest charcoal89, August 4, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 7, 2003

13. 412(i) & traditional DB Combo

    By flosfur, August 7, 2003
    • 0 replies
    • 1k views
    • 
    • flosfur
    • August 7, 2003

14. Cash Balance Litigation

    By Guest pjdawson, August 5, 2003
    • 4 replies
    • 2.2k views
    • 
    • flosfur
    • August 7, 2003

15. Deduction Limit Unfunded Current Liability

    By SRM, August 5, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 6, 2003

16. Death Benefit

    By nancy, August 4, 2003
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • August 5, 2003

17. Interest Credits in Cash Balance Plans

    By Guest SamFischer, July 30, 2003
    • 8 replies
    • 2.5k views
    • 
    • Everett Moreland
    • August 4, 2003

18. Funding a Cash Balance Plan

    By Guest pension222, July 31, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 31, 2003

19. General Tested DB + Cross-tested PS

    By Guest RSNOW, July 30, 2003
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • July 30, 2003

20. DB & PS Combo

    By dmb, July 30, 2003
    • 4 replies
    • 1.3k views
    • 
    • WDIK
    • July 30, 2003

21. Enrolled Actuary Gray Books

    By Guest laura2, December 16, 1999
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • July 28, 2003

22. Trustee Expense Policy

    By Guest ooota, July 22, 2003
    • 7 replies
    • 3.1k views
    • 
    • david rigby
    • July 28, 2003

23. Under funded terminating DB plan

    By Guest RSNOW, July 23, 2003
    • 15 replies
    • 4.7k views
    • 
    • KJohnson
    • July 25, 2003

24. DB & 401(k) Plan

    By pbarrett, July 24, 2003
    • 8 replies
    • 2.3k views
    • 
    • pbarrett
    • July 25, 2003

25. Unrelated business income tax

    By Guest RCox, July 22, 2003
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • July 25, 2003

26. Top heavy minimum benefits

    By FAPInJax, July 23, 2003
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2003

27. Lump Sums

    By Gary, July 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • SRM
    • July 25, 2003

28. Testing a Floor-Offset Arrangement for Nodiscrimin

    By Guest merlin, July 24, 2003
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 25, 2003

29. Permitted Disparity

    By david rigby, July 23, 2003
    • 4 replies
    • 2.2k views
    • 
    • david rigby
    • July 24, 2003

30. Top Heavy Cash Balance Plan

    By Guest pension222, July 22, 2003
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • July 24, 2003

31. NYT - PBGC's Financial status in question

    By JanetM, July 23, 2003
    • 1 reply
    • 1.3k views
    • 
    • mwyatt
    • July 23, 2003

32. Defined Benefit Minimum Required Distribution calculations for plans w

    By Guest Victoria Pelletiere, November 13, 2002
    • 18 replies
    • 4.6k views
    • 
    • David MacLennan
    • July 22, 2003

33. DB General Test

    By Guest RSNOW, July 16, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 21, 2003

34. Late Quarterly Interest Penalty

    By Guest lilliand, January 17, 2003
    • 14 replies
    • 3k views
    • 
    • WDIK
    • July 18, 2003

35. Cost of living on the annutiy purchase rate

    By Guest shronesz, July 16, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 17, 2003

36. Cash balance floor offset design

    By Guest archon, July 15, 2003
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • July 17, 2003

37. 412(i) plan establishment procedures

    By Guest Richard Field, June 10, 2003
    • 16 replies
    • 9.5k views
    • 
    • mwyatt
    • July 17, 2003

38. Cash Out/Buy Back

    By Guest Powers, July 16, 2003
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • July 16, 2003

39. Frozen Top Heavy DB

    By Dougsbpc, July 15, 2003
    • 9 replies
    • 3.9k views
    • 
    • Dougsbpc
    • July 16, 2003

40. Financial Accounting for Cash Balance

    By MGB, May 28, 2003
    • 7 replies
    • 4.1k views
    • 
    • Guest
    • July 15, 2003

41. Coming out of Full Funding

    By Guest guppy, July 15, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 15, 2003

42. Mandatory Contributions

    By Guest hussac, July 14, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 15, 2003

43. Actuary's Responsibilities

    By flosfur, July 6, 2003
    • 4 replies
    • 1.6k views
    • 
    • Larry M
    • July 15, 2003

44. Conversion of DC Plan to a DB

    By Guest merlin, July 11, 2003
    • 8 replies
    • 3.4k views
    • 
    • IRC401
    • July 14, 2003

45. General testing and 417(e)

    By AndyH, April 29, 2002
    • 15 replies
    • 2.9k views
    • 
    • Guest
    • July 11, 2003

46. PBGC variable rate

    By FAPInJax, July 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • mwyatt
    • July 11, 2003

47. 412(i) plans

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

48. DB Plan vesting schedules/ Help please

    By Guest brownslax, July 10, 2003
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 10, 2003

49. Plan merger - funding standard accounts

    By david rigby, May 31, 2003
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • July 9, 2003

50. Funding Waiver Applications

    By Guest jerry2575, July 9, 2003
    • 2 replies
    • 1.4k views
    • 
    • mwyatt
    • July 9, 2003