Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Section 401(h) medical plan

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

2. Pre-Termination Restrictions

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

3. Valuation Assets

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

4. Section 404 Cost for DB Plan

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

5. Financial Accounting for Cash Balance

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

6. Cash Balance - Calculation of Accrual for Testing

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

7. death benefit for unmarried participants

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

8. Offset Plan

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

9. Proposed Cash-Balance Regs (remainder)

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

10. violation of 404(c)?

    By joel, May 22, 2003
    • 4 replies
    • 1.5k views
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    • Guest
    • May 23, 2003

11. Deduction for Terminating Plan

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

12. DB/DC COMBOS

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

13. Overfunded one man DB Plan

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

14. 100% Excise Tax

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

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

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

16. 415 Year of Participation

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

17. Summary Annual Report

    By Guest Amanda Davis, May 19, 2003
    • 3 replies
    • 2k views
    • 
    • Lynn Campbell
    • August 8, 2003

18. How do you find an old mortality table?

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

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

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

20. Benefit offset due to QDRO

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

21. underfunded one-man db plans

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

22. partial distribution - distributable event

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

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

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

24. tax-exempt entity pension plans

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

25. STANDARD MORTALITY TABLE

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

26. 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

27. Lump Sums

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

28. 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

29. Voluntary/Mandatory Contributions

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

30. Contribution of Stock to DB Plan

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

31. Suspending benefit accruals for 2 or 3 years

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

32. Eliminate lump sum benefit?

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

33. 401(a)(4) Corrective Amendment

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

34. Plan with no actives

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

35. Strike vs. Lockout

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

36. Grandfathering Actuarial Equivalence

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

37. S415 Limit and Fractional Accrual Formula

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

38. Quarterly contributions and JCWAA

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

39. Cash-Balance Plans

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

40. 10% Limit on Qualifying Employer Securities

    By Scott, May 6, 2003
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • May 7, 2003

41. ARA recognition

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

42. Problem with Prior Sch B

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

43. Conversion to Floor Offset

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

44. Benefit statements for deferred vested

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

45. Quarterly contributions for Short plan year

    By Guest shronesz, May 2, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2003

46. ERISA 204(h) Notice Illustrative Examples

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

47. Floor Offset Plans

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

48. cash balance plan

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

49. Floor offset and Form 5500 Participant Count

    By C2C, April 24, 2003
    • 8 replies
    • 1.7k views
    • 
    • C2C
    • April 29, 2003

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

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