Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Contribution of Stock to DB Plan

   By Scott, May 13, 2003
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • May 13, 2003

2. Grandfathering Actuarial Equivalence

   By David MacLennan, May 9, 2003
   • 6 replies
   • 2.2k views
   • 
   • Mike Preston
   • May 13, 2003

3. Quarterly contributions and JCWAA

   By david rigby, May 8, 2003
   • 8 replies
   • 1.5k views
   • 
   • Mike Preston
   • May 13, 2003

4. Plan with no actives

   By FAPInJax, May 12, 2003
   • 6 replies
   • 1.6k views
   • 
   • david rigby
   • May 12, 2003

5. Strike vs. Lockout

   By Guest Catfish, May 12, 2003
   • 2 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • May 12, 2003

6. Cash Balance Sample Document

   By David MacLennan, April 15, 2003
   • 3 replies
   • 2.3k views
   • 
   • Kirk Maldonado
   • May 11, 2003

7. ARA recognition

   By FAPInJax, May 6, 2003
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • May 9, 2003

8. 10% Limit on Qualifying Employer Securities

   By Scott, May 6, 2003
   • 7 replies
   • 2.9k views
   • 
   • Guest
   • May 7, 2003

9. Conversion to Floor Offset

   By Dougsbpc, May 2, 2003
   • 3 replies
   • 1.2k views
   • 
   • david rigby
   • May 4, 2003

10. Benefit statements for deferred vested

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

11. 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

12. EGTRRA sunset provision and FASB

    By Guest Mike Melnick, April 23, 2003
    • 6 replies
    • 1.9k views
    • 
    • FAPInJax
    • April 30, 2003

13. Conversion to Cash Balance

    By Guest Scorpionpenn, April 19, 2003
    • 7 replies
    • 2.4k views
    • 
    • mbozek
    • April 30, 2003

14. ERISA 204(h) Notice Illustrative Examples

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

15. Floor offset and Form 5500 Participant Count

    By C2C, April 24, 2003
    • 8 replies
    • 1.8k views
    • 
    • C2C
    • April 29, 2003

16. Floor Offset Plans

    By flosfur, April 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 29, 2003

17. cash balance plan

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

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

    By Guest Maxwell, April 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • April 24, 2003

19. EE Provided Accrued

    By Guest DRN, April 24, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 24, 2003

20. Funding Method Changes

    By Guest Kline28, April 22, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 22, 2003

21. 404a7 regarding split plans

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

22. Fully insured plans 412(i)

    By Guest picwrc, April 16, 2003
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • April 18, 2003

23. Projected Unit Credit plan out of balance

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

24. Lump sum distribution

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

25. Stock Distribution from Terminating DB Plan?

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

26. Reasonable funding method? What to do?

    By Blinky the 3-eyed Fish, April 10, 2003
    • 14 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 15, 2003

27. Abatement of 4971 Tax

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

28. hardship withdrawals

    By Guest Do, April 11, 2003
    • 5 replies
    • 2.5k views
    • 
    • mbozek
    • April 12, 2003

29. Deficit Reduction Contribution

    By Rolf Trautmann, April 11, 2003
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • April 11, 2003

30. EA Meeting - anything of importance so far?

    By mwyatt, March 18, 2003
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • April 11, 2003

31. Is Pre-Participation Compensation Excludable?

    By AndyH, April 7, 2003
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • April 10, 2003

32. PBGC Interest Rates

    By david rigby, April 10, 2003
    • 1 reply
    • 1.6k views
    • 
    • MGB
    • April 10, 2003

33. Accumulated Reconciliation Account

    By FAPInJax, April 8, 2003
    • 6 replies
    • 1.6k views
    • 
    • MGB
    • April 9, 2003

34. Reducing Compensation Limit

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

35. COLA above current 415 $ Limit

    By David MacLennan, April 7, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 7, 2003

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

    By Guest blaum8, April 4, 2003
    • 7 replies
    • 2.1k views
    • 
    • Mike Preston
    • April 7, 2003

37. Defined Benefit Plan

    By Guest kentucky, April 4, 2003
    • 1 reply
    • 2.6k views
    • 
    • Mike Preston
    • April 7, 2003

38. Plan termination annuities & lump sums

    By Guest Keith N, April 1, 2003
    • 15 replies
    • 7.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 4, 2003

39. Benefit Formulas

    By Guest DRN, April 2, 2003
    • 7 replies
    • 1.7k views
    • 
    • AndyH
    • April 3, 2003

40. Deceased participant w/ remaining non-taxable base

    By Guest MikeH, April 1, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 3, 2003

41. Suspension of benefits notice

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

42. Deferred Vested Death Benefit

    By Guest kdfox2, April 2, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 2, 2003

43. Moody's Aa rate

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

44. Protected benefits

    By Guest mkqm07, April 2, 2003
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • April 2, 2003

45. 1983 GAM Table

    By austin3515, April 2, 2003
    • 1 reply
    • 2.9k views
    • 
    • MGB
    • April 2, 2003

46. 120% Jcwaa Rate Under 404

    By MGB, March 31, 2003
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • April 2, 2003

47. Which conversion table?

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

48. FASB 87 Reporting

    By Guest Turtle_01, April 1, 2003
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • April 1, 2003

49. DB/DC combo deduction limit

    By pbarrett, March 31, 2003
    • 7 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 1, 2003

50. Change in Comp Limit after EGTRRA Amendment

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