Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. DB/DC COMBOS

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

2. Overfunded one man DB Plan

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

3. 100% Excise Tax

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

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

   By Guest jdubya, May 20, 2003
   • 9 replies
   • 1.4k views
   • 
   • Guest
   • July 8, 2003

5. 415 Year of Participation

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

6. Summary Annual Report

   By Guest Amanda Davis, May 19, 2003
   • 3 replies
   • 1.9k views
   • 
   • Lynn Campbell
   • August 8, 2003

7. How do you find an old mortality table?

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

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

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

9. Benefit offset due to QDRO

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

10. underfunded one-man db plans

    By Guest jig, May 18, 2003
    • 4 replies
    • 1.8k views
    • 
    • mwyatt
    • May 19, 2003

11. partial distribution - distributable event

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

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

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

13. tax-exempt entity pension plans

    By Guest taxgurl, May 15, 2003
    • 0 replies
    • 880 views
    • 
    • Guest
    • May 15, 2003

14. STANDARD MORTALITY TABLE

    By Guest draper, May 15, 2003
    • 14 replies
    • 4k views
    • 
    • Mike Preston
    • February 5, 2010

15. initial recognition of FAS 87 for non-US Plan

    By Guest buyertoday, May 15, 2003
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • May 15, 2003

16. Lump Sums

    By Gary, May 14, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 15, 2003

17. Defined Benefit Minimum Distributions

    By Blinky the 3-eyed Fish, May 14, 2003
    • 2 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2003

18. Voluntary/Mandatory Contributions

    By Guest SCHAEFM2, May 14, 2003
    • 3 replies
    • 2k views
    • 
    • mwyatt
    • May 15, 2003

19. Contribution of Stock to DB Plan

    By Scott, May 13, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 13, 2003

20. Suspending benefit accruals for 2 or 3 years

    By Everett Moreland, May 13, 2003
    • 5 replies
    • 1.2k views
    • 
    • Mike Preston
    • May 14, 2003

21. Eliminate lump sum benefit?

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

22. 401(a)(4) Corrective Amendment

    By Dougsbpc, May 12, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 14, 2003

23. Plan with no actives

    By FAPInJax, May 12, 2003
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • May 12, 2003

24. Strike vs. Lockout

    By Guest Catfish, May 12, 2003
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • May 12, 2003

25. Grandfathering Actuarial Equivalence

    By David MacLennan, May 9, 2003
    • 6 replies
    • 2.1k views
    • 
    • Mike Preston
    • May 13, 2003

26. S415 Limit and Fractional Accrual Formula

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

27. Quarterly contributions and JCWAA

    By david rigby, May 8, 2003
    • 8 replies
    • 1.4k views
    • 
    • Mike Preston
    • May 13, 2003

28. Cash-Balance Plans

    By Guest RSNOW, May 8, 2003
    • 11 replies
    • 2.5k views
    • 
    • SoCalActuary
    • May 16, 2003

29. 10% Limit on Qualifying Employer Securities

    By Scott, May 6, 2003
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • May 7, 2003

30. ARA recognition

    By FAPInJax, May 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 9, 2003

31. Problem with Prior Sch B

    By flosfur, May 6, 2003
    • 6 replies
    • 1.4k views
    • 
    • flosfur
    • May 16, 2003

32. Conversion to Floor Offset

    By Dougsbpc, May 2, 2003
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • May 4, 2003

33. Benefit statements for deferred vested

    By Guest msheather, May 2, 2003
    • 2 replies
    • 2.6k views
    • 
    • AndyH
    • May 2, 2003

34. Quarterly contributions for Short plan year

    By Guest shronesz, May 2, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2003

35. ERISA 204(h) Notice Illustrative Examples

    By Guest merlin, April 30, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 30, 2003

36. Floor Offset Plans

    By flosfur, April 28, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 29, 2003

37. cash balance plan

    By Gary, April 24, 2003
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • April 24, 2003

38. Floor offset and Form 5500 Participant Count

    By C2C, April 24, 2003
    • 8 replies
    • 1.6k views
    • 
    • C2C
    • April 29, 2003

39. Def. of Comp.--does it include work comp. payments

    By Guest Maxwell, April 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • April 24, 2003

40. EE Provided Accrued

    By Guest DRN, April 24, 2003
    • 0 replies
    • 963 views
    • 
    • Guest
    • April 24, 2003

41. EGTRRA sunset provision and FASB

    By Guest Mike Melnick, April 23, 2003
    • 6 replies
    • 1.8k views
    • 
    • FAPInJax
    • April 30, 2003

42. Funding Method Changes

    By Guest Kline28, April 22, 2003
    • 2 replies
    • 996 views
    • 
    • david rigby
    • April 22, 2003

43. 404a7 regarding split plans

    By dmb, April 21, 2003
    • 0 replies
    • 1.2k views
    • 
    • dmb
    • April 21, 2003

44. Conversion to Cash Balance

    By Guest Scorpionpenn, April 19, 2003
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • April 30, 2003

45. Unit Accrual vs. Fractional Accrual Formulas

    By Blinky the 3-eyed Fish, April 17, 2003
    • 31 replies
    • 6.4k views
    • 
    • AndyH
    • February 6, 2004

46. Projected Unit Credit plan out of balance

    By Guest lisbetf, April 16, 2003
    • 1 reply
    • 1k views
    • 
    • david rigby
    • April 16, 2003

47. Fully insured plans 412(i)

    By Guest picwrc, April 16, 2003
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • April 18, 2003

48. Cash Balance Sample Document

    By David MacLennan, April 15, 2003
    • 3 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • May 11, 2003

49. Lump sum distribution

    By Gary, April 15, 2003
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • April 16, 2003

50. Abatement of 4971 Tax

    By Guest merlin, April 14, 2003
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 14, 2003