Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. EE Provided Accrued

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

2. EGTRRA sunset provision and FASB

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

3. Funding Method Changes

   By Guest Kline28, April 22, 2003
   • 2 replies
   • 1k views
   • 
   • david rigby
   • April 22, 2003

4. 404a7 regarding split plans

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

5. Conversion to Cash Balance

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

6. Unit Accrual vs. Fractional Accrual Formulas

   By Blinky the 3-eyed Fish, April 17, 2003
   • 31 replies
   • 6.5k views
   • 
   • AndyH
   • February 6, 2004

7. Projected Unit Credit plan out of balance

   By Guest lisbetf, April 16, 2003
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • April 16, 2003

8. Fully insured plans 412(i)

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

9. Cash Balance Sample Document

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

10. Lump sum distribution

    By Gary, April 15, 2003
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • April 16, 2003

11. Abatement of 4971 Tax

    By Guest merlin, April 14, 2003
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • April 14, 2003

12. Stock Distribution from Terminating DB Plan?

    By Guest amboyd, April 14, 2003
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • April 15, 2003

13. hardship withdrawals

    By Guest Do, April 11, 2003
    • 5 replies
    • 2.4k views
    • 
    • mbozek
    • April 12, 2003

14. Deficit Reduction Contribution

    By Rolf Trautmann, April 11, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • April 11, 2003

15. Reasonable funding method? What to do?

    By Blinky the 3-eyed Fish, April 10, 2003
    • 14 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 15, 2003

16. PBGC Interest Rates

    By david rigby, April 10, 2003
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • April 10, 2003

17. Reducing Compensation Limit

    By Guest dactyl, April 9, 2003
    • 1 reply
    • 989 views
    • 
    • AndyH
    • April 9, 2003

18. Accumulated Reconciliation Account

    By FAPInJax, April 8, 2003
    • 6 replies
    • 1.5k views
    • 
    • MGB
    • April 9, 2003

19. Is Pre-Participation Compensation Excludable?

    By AndyH, April 7, 2003
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • April 10, 2003

20. COLA above current 415 $ Limit

    By David MacLennan, April 7, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 7, 2003

21. Defined Benefit Plan

    By Guest kentucky, April 4, 2003
    • 1 reply
    • 2.5k views
    • 
    • Mike Preston
    • April 7, 2003

22. "Converting" DB plan to 401(k)

    By Guest blaum8, April 4, 2003
    • 7 replies
    • 2k views
    • 
    • Mike Preston
    • April 7, 2003

23. Suspension of benefits notice

    By Guest Rae, April 3, 2003
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 3, 2003

24. Deferred Vested Death Benefit

    By Guest kdfox2, April 2, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • April 2, 2003

25. Benefit Formulas

    By Guest DRN, April 2, 2003
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • April 3, 2003

26. 1983 GAM Table

    By austin3515, April 2, 2003
    • 1 reply
    • 2.8k views
    • 
    • MGB
    • April 2, 2003

27. Protected benefits

    By Guest mkqm07, April 2, 2003
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 2, 2003

28. Plan termination annuities & lump sums

    By Guest Keith N, April 1, 2003
    • 15 replies
    • 6.5k views
    • 
    • Blinky the 3-eyed Fish
    • April 4, 2003

29. FASB 87 Reporting

    By Guest Turtle_01, April 1, 2003
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • April 1, 2003

30. Which conversion table?

    By david rigby, April 1, 2003
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 2, 2003

31. Moody's Aa rate

    By Guest lisbetf, April 1, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • April 2, 2003

32. Change in Comp Limit after EGTRRA Amendment

    By Guest CRC02, April 1, 2003
    • 2 replies
    • 981 views
    • 
    • Guest
    • April 1, 2003

33. Deceased participant w/ remaining non-taxable base

    By Guest MikeH, April 1, 2003
    • 2 replies
    • 1k views
    • 
    • david rigby
    • April 3, 2003

34. DB/DC combo deduction limit

    By pbarrett, March 31, 2003
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • April 1, 2003

35. 120% Jcwaa Rate Under 404

    By MGB, March 31, 2003
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • April 2, 2003

36. Deduction for Sole Proprietor

    By flosfur, March 30, 2003
    • 17 replies
    • 6.5k views
    • 
    • SoCalActuary
    • July 20, 2004

37. 412(i)

    By Guest Julian, March 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 28, 2003

38. Pre-7/1/96 Employees

    By Ken Davis, March 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • MGB
    • March 28, 2003

39. Db Buyout

    By Guest wjr, March 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • February 3, 2004

40. Plan Compensation Issue

    By Guest erisafried, March 28, 2003
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 28, 2003

41. Defined Benefit Plans

    By Guest Julie, March 27, 2003
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 28, 2003

42. Suspension Of Benefits

    By J. Bringhurst, March 27, 2003
    • 0 replies
    • 1.3k views
    • 
    • J. Bringhurst
    • March 27, 2003

43. Terminated Db And Top Heavy After Egtrra

    By mwyatt, March 27, 2003
    • 11 replies
    • 1.8k views
    • 
    • mwyatt
    • May 16, 2003

44. Db Rfp

    By Guest Mike Lanio, March 26, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2003

45. DC/DB floor offset combo

    By Guest Dave Peckham, March 25, 2003
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 26, 2003

46. EGTRRA & S404/412 Funding Calculations

    By flosfur, March 24, 2003
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 24, 2003

47. Pre-Participation Service

    By ishi, March 24, 2003
    • 2 replies
    • 1.3k views
    • 
    • Everett Moreland
    • March 26, 2003

48. 401(a)(17) proration

    By Guest JDL, March 24, 2003
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • March 24, 2003

49. cross-tested db/dc combo,

    By Guest DOM, March 20, 2003
    • 7 replies
    • 2.6k views
    • 
    • Tom Poje
    • March 24, 2003

50. EA Meeting - anything of importance so far?

    By mwyatt, March 18, 2003
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 2003