Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Interest Credits in Cash Balance Plans

   By Guest SamFischer, July 30, 2003
   • 8 replies
   • 2.4k views
   • 
   • Everett Moreland
   • August 4, 2003

2. Funding a Cash Balance Plan

   By Guest pension222, July 31, 2003
   • 0 replies
   • 1k views
   • 
   • Guest
   • July 31, 2003

3. General Tested DB + Cross-tested PS

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

4. DB & PS Combo

   By dmb, July 30, 2003
   • 4 replies
   • 1.2k views
   • 
   • WDIK
   • July 30, 2003

5. Enrolled Actuary Gray Books

   By Guest laura2, December 16, 1999
   • 3 replies
   • 3.2k views
   • 
   • david rigby
   • July 28, 2003

6. Trustee Expense Policy

   By Guest ooota, July 22, 2003
   • 7 replies
   • 2.8k views
   • 
   • david rigby
   • July 28, 2003

7. Under funded terminating DB plan

   By Guest RSNOW, July 23, 2003
   • 15 replies
   • 4.4k views
   • 
   • KJohnson
   • July 25, 2003

8. DB & 401(k) Plan

   By pbarrett, July 24, 2003
   • 8 replies
   • 2k views
   • 
   • pbarrett
   • July 25, 2003

9. Unrelated business income tax

   By Guest RCox, July 22, 2003
   • 10 replies
   • 2.9k views
   • 
   • Guest
   • July 25, 2003

10. Top heavy minimum benefits

    By FAPInJax, July 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2003

11. Lump Sums

    By Gary, July 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • SRM
    • July 25, 2003

12. Testing a Floor-Offset Arrangement for Nodiscrimin

    By Guest merlin, July 24, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 25, 2003

13. Permitted Disparity

    By david rigby, July 23, 2003
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • July 24, 2003

14. Top Heavy Cash Balance Plan

    By Guest pension222, July 22, 2003
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 24, 2003

15. NYT - PBGC's Financial status in question

    By JanetM, July 23, 2003
    • 1 reply
    • 1.1k views
    • 
    • mwyatt
    • July 23, 2003

16. Defined Benefit Minimum Required Distribution calculations for plans w

    By Guest Victoria Pelletiere, November 13, 2002
    • 18 replies
    • 4.3k views
    • 
    • David MacLennan
    • July 22, 2003

17. DB General Test

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

18. Late Quarterly Interest Penalty

    By Guest lilliand, January 17, 2003
    • 14 replies
    • 2.7k views
    • 
    • WDIK
    • July 18, 2003

19. Cost of living on the annutiy purchase rate

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

20. Cash balance floor offset design

    By Guest archon, July 15, 2003
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • July 17, 2003

21. 412(i) plan establishment procedures

    By Guest Richard Field, June 10, 2003
    • 16 replies
    • 9.2k views
    • 
    • mwyatt
    • July 17, 2003

22. Cash Out/Buy Back

    By Guest Powers, July 16, 2003
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • July 16, 2003

23. Frozen Top Heavy DB

    By Dougsbpc, July 15, 2003
    • 9 replies
    • 3.6k views
    • 
    • Dougsbpc
    • July 16, 2003

24. Financial Accounting for Cash Balance

    By MGB, May 28, 2003
    • 7 replies
    • 4k views
    • 
    • Guest
    • July 15, 2003

25. Coming out of Full Funding

    By Guest guppy, July 15, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • July 15, 2003

26. Mandatory Contributions

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

27. Actuary's Responsibilities

    By flosfur, July 6, 2003
    • 4 replies
    • 1.5k views
    • 
    • Larry M
    • July 15, 2003

28. Conversion of DC Plan to a DB

    By Guest merlin, July 11, 2003
    • 8 replies
    • 3.2k views
    • 
    • IRC401
    • July 14, 2003

29. General testing and 417(e)

    By AndyH, April 29, 2002
    • 15 replies
    • 2.5k views
    • 
    • Guest
    • July 11, 2003

30. PBGC variable rate

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

31. 412(i) plans

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

32. DB Plan vesting schedules/ Help please

    By Guest brownslax, July 10, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 10, 2003

33. Plan merger - funding standard accounts

    By david rigby, May 31, 2003
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • July 9, 2003

34. Funding Waiver Applications

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

35. Freezing Benefit Accruals

    By DTH, June 27, 2003
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2003

36. SCHEDULE B ACCRUED LIABILITY

    By Guest draper, July 7, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • July 8, 2003

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

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

38. More about MVAR calculations with Lump Sum

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

39. Effect of Negative Liability

    By JButtrick, June 25, 2003
    • 4 replies
    • 1.8k views
    • 
    • flosfur
    • July 6, 2003

40. Schedule T

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

41. QPSA - Single Sum Payment

    By RTK, July 3, 2003
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • July 3, 2003

42. First Year DB that Counts Prior Service

    By Guest pension222, July 1, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 2, 2003

43. Elimination of QPSA on Residual Annuity

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

44. Transfer between DB Plans

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

45. Revenue Ruling 2003-83

    By david rigby, June 30, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2003

46. Converting a DC plan to a DB plan

    By Blinky the 3-eyed Fish, June 19, 2003
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • June 26, 2003

47. Flexibility re participation in cash balance plan

    By Guest Willy235, June 26, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 26, 2003

48. Voluntary Contributions to DB Plans

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

49. Pre-Termination Restrictions

    By Guest pensionpete, May 29, 2003
    • 21 replies
    • 4.4k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2003

50. Bonding or Other Escrow Vehicles for Restricted Employees

    By Guest David M, April 2, 2002
    • 7 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2003