Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Stock Distribution from Terminating DB Plan?

   By Guest amboyd, April 14, 2003
   • 9 replies
   • 1.8k views
   • 
   • Guest
   • April 15, 2003

2. hardship withdrawals

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

3. Deficit Reduction Contribution

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

4. 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

5. PBGC Interest Rates

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

6. Reducing Compensation Limit

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

7. Accumulated Reconciliation Account

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

8. Is Pre-Participation Compensation Excludable?

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

9. COLA above current 415 $ Limit

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

10. Defined Benefit Plan

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

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

    By Guest blaum8, April 4, 2003
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • April 7, 2003

12. Suspension of benefits notice

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

13. Deferred Vested Death Benefit

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

14. Benefit Formulas

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

15. 1983 GAM Table

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

16. Protected benefits

    By Guest mkqm07, April 2, 2003
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 2, 2003

17. Plan termination annuities & lump sums

    By Guest Keith N, April 1, 2003
    • 15 replies
    • 6.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 4, 2003

18. FASB 87 Reporting

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

19. Which conversion table?

    By david rigby, April 1, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • April 2, 2003

20. Moody's Aa rate

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

21. Change in Comp Limit after EGTRRA Amendment

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

22. Deceased participant w/ remaining non-taxable base

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

23. DB/DC combo deduction limit

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

24. 120% Jcwaa Rate Under 404

    By MGB, March 31, 2003
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • April 2, 2003

25. Deduction for Sole Proprietor

    By flosfur, March 30, 2003
    • 17 replies
    • 6.4k views
    • 
    • SoCalActuary
    • July 20, 2004

26. 412(i)

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

27. Pre-7/1/96 Employees

    By Ken Davis, March 28, 2003
    • 2 replies
    • 1.1k views
    • 
    • MGB
    • March 28, 2003

28. Db Buyout

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

29. Plan Compensation Issue

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

30. Defined Benefit Plans

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

31. Suspension Of Benefits

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

32. Terminated Db And Top Heavy After Egtrra

    By mwyatt, March 27, 2003
    • 11 replies
    • 1.7k views
    • 
    • mwyatt
    • May 16, 2003

33. Db Rfp

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

34. 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

35. EGTRRA & S404/412 Funding Calculations

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

36. Pre-Participation Service

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

37. 401(a)(17) proration

    By Guest JDL, March 24, 2003
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • March 24, 2003

38. cross-tested db/dc combo,

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

39. EA Meeting - anything of importance so far?

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

40. Experience (Gain)/Loss

    By Guest Turtle_01, March 18, 2003
    • 8 replies
    • 2.1k views
    • 
    • david rigby
    • March 27, 2003

41. elapsed time method for crediting service

    By Gary, March 17, 2003
    • 0 replies
    • 1.7k views
    • 
    • Gary
    • March 17, 2003

42. part time employee excluded from plan

    By Gary, March 17, 2003
    • 5 replies
    • 1.6k views
    • 
    • Gary
    • March 19, 2003

43. reliance on quoted benefits

    By Gary, March 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • mwyatt
    • March 18, 2003

44. Testing Issues In A DB/DCCombination

    By Guest merlin, March 17, 2003
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • March 17, 2003

45. Don't Squeeze the Payables!

    By Guest erisafried, March 17, 2003
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 28, 2003

46. waiver of premium

    By goldtpa, March 13, 2003
    • 0 replies
    • 1k views
    • 
    • goldtpa
    • March 13, 2003

47. Converting a direct rollover to an initial cash balance

    By Guest Mike Melnick, March 12, 2003
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 15, 2003

48. Reducing owner's benefit

    By dmb, March 12, 2003
    • 2 replies
    • 980 views
    • 
    • dmb
    • March 12, 2003

49. Form 5500 filing with asset sale

    By Guest JDL, March 12, 2003
    • 4 replies
    • 1.3k views
    • 
    • E as in ERISA
    • March 12, 2003

50. Part-Time Eligibilty: Ambiguous Plan Terms?

    By Guest inquirer, March 11, 2003
    • 10 replies
    • 1.5k views
    • 
    • david rigby
    • March 13, 2003