Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. part time employee excluded from plan

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

2. reliance on quoted benefits

   By Gary, March 17, 2003
   • 1 reply
   • 1.2k views
   • 
   • mwyatt
   • March 18, 2003

3. elapsed time method for crediting service

   By Gary, March 17, 2003
   • 0 replies
   • 1.8k views
   • 
   • Gary
   • March 17, 2003

4. Testing Issues In A DB/DCCombination

   By Guest merlin, March 17, 2003
   • 5 replies
   • 1.2k views
   • 
   • Guest
   • March 17, 2003

5. Converting a direct rollover to an initial cash balance

   By Guest Mike Melnick, March 12, 2003
   • 4 replies
   • 1.3k views
   • 
   • Mike Preston
   • March 15, 2003

6. waiver of premium

   By goldtpa, March 13, 2003
   • 0 replies
   • 1.1k views
   • 
   • goldtpa
   • March 13, 2003

7. 401(a)(26) problem?

   By AndyH, March 11, 2003
   • 13 replies
   • 2.3k views
   • 
   • AndyH
   • March 13, 2003

8. Part-Time Eligibilty: Ambiguous Plan Terms?

   By Guest inquirer, March 11, 2003
   • 10 replies
   • 1.6k views
   • 
   • david rigby
   • March 13, 2003

9. Form 5500 filing with asset sale

   By Guest JDL, March 12, 2003
   • 4 replies
   • 1.4k views
   • 
   • E as in ERISA
   • March 12, 2003

10. Reducing owner's benefit

    By dmb, March 12, 2003
    • 2 replies
    • 1k views
    • 
    • dmb
    • March 12, 2003

11. Floor-Offset Plans - Minimum Funding and PBGC Premiums

    By Guest rocnrols2, March 4, 2003
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • March 12, 2003

12. Government Pick-Ups

    By LIBOR, March 10, 2003
    • 1 reply
    • 1k views
    • 
    • david rigby
    • March 12, 2003

13. External Compensation

    By AndyH, March 5, 2003
    • 8 replies
    • 2.6k views
    • 
    • AndyH
    • March 10, 2003

14. Local goverment retirement plan employee rights?

    By Guest walley, March 8, 2003
    • 1 reply
    • 962 views
    • 
    • david rigby
    • March 9, 2003

15. Recognition of Future Benefit Increases - Plan Not Described in 413(a)

    By Guest PensionNW, March 5, 2003
    • 8 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 8, 2003

16. Retroactive Plan Effective Date

    By Guest snorthup, March 7, 2003
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • March 7, 2003

17. Disability benefits that comply with the ADEA

    By Everett Moreland, February 21, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 7, 2003

18. Sole Proprietorship Valuation

    By Blinky the 3-eyed Fish, March 5, 2003
    • 6 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 7, 2003

19. Adoption of plan with retroactive effective date

    By Guest JDL, January 8, 2003
    • 6 replies
    • 2.4k views
    • 
    • Mike Preston
    • March 7, 2003

20. New rules for late quarterly interest charges

    By Blinky the 3-eyed Fish, February 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 5, 2003

21. IRC Sec 4980(d)(3) hurdle

    By Guest dsyrett, March 3, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • March 3, 2003

22. DB/DC combo plan

    By dmb, March 1, 2003
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • March 3, 2003

23. cash balance lump sum

    By Gary, February 24, 2003
    • 3 replies
    • 1.3k views
    • 
    • IRC401
    • March 2, 2003

24. General Test Required ?

    By LIBOR, February 26, 2003
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • February 27, 2003

25. 412(i) plans

    By Lori H, February 18, 2003
    • 25 replies
    • 4.3k views
    • 
    • mwyatt
    • February 27, 2003

26. Top Heavy Required Aggregation Group 4 Year Lookback

    By Guest Scott McHenry, February 25, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 25, 2003

27. Benefits subject to 417(e)(3)

    By Guest PensionNW, February 20, 2003
    • 12 replies
    • 6.2k views
    • 
    • MGB
    • February 24, 2003

28. Multiple Employer Plans

    By Guest Donaldson, February 20, 2003
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • February 21, 2003

29. IRC 417 Interest Rate

    By mwyatt, February 19, 2003
    • 4 replies
    • 2k views
    • 
    • mwyatt
    • February 21, 2003

30. SEC challenging long term rate of return assumptions 9% or more

    By Guest Ben Sears, February 19, 2003
    • 10 replies
    • 3.2k views
    • 
    • AndyH
    • February 20, 2003

31. OBRA and RPA interest rates

    By Blinky the 3-eyed Fish, February 7, 2003
    • 3 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 19, 2003

32. Floor Offset Plan

    By Dougsbpc, February 17, 2003
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 18, 2003

33. Election to Limit Plan Compensation

    By Blinky the 3-eyed Fish, February 14, 2003
    • 6 replies
    • 1.4k views
    • 
    • Belgarath
    • February 18, 2003

34. Takeover plan with a 401(a)(26) failure

    By Blinky the 3-eyed Fish, February 17, 2003
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 18, 2003

35. PBGC Insurance Premiums

    By Guest Frankie, February 16, 2003
    • 9 replies
    • 1.6k views
    • 
    • MGB
    • February 18, 2003

36. Under 100 participants for DRC

    By Guest Chamelnix, February 14, 2003
    • 1 reply
    • 953 views
    • 
    • Blinky the 3-eyed Fish
    • February 14, 2003

37. Variable Annuity DB Investment

    By Guest 692729, February 14, 2003
    • 5 replies
    • 1.3k views
    • 
    • MGB
    • February 14, 2003

38. Contributions to plan

    By Guest Chip, February 13, 2003
    • 2 replies
    • 976 views
    • 
    • Guest
    • February 14, 2003

39. Predecessor Employer

    By flosfur, February 10, 2003
    • 4 replies
    • 2.7k views
    • 
    • David MacLennan
    • February 13, 2003

40. Restricted Employee?

    By AndyH, February 12, 2003
    • 2 replies
    • 5.1k views
    • 
    • AndyH
    • February 12, 2003

41. Lookback Year Compensation For HCE Status In Off-Calendar Year Plan

    By Guest merlin, February 12, 2003
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 12, 2003

42. Retired employee receiving a monthly pension no longer wants her pensi

    By Guest SueJ, February 10, 2003
    • 14 replies
    • 2.6k views
    • 
    • Guest
    • February 12, 2003

43. USERRA requires that military service be treated as service for the em

    By Guest pensione, February 10, 2003
    • 1 reply
    • 1k views
    • 
    • Guest
    • February 11, 2003

44. 412i for a Sole Proprietor

    By mwyatt, February 10, 2003
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • February 11, 2003

45. Rehired EE

    By david rigby, February 5, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 7, 2003

46. Required Minimum Distribution

    By Guest Marino13, February 5, 2003
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • February 6, 2003

47. Stock Investment in DB Plan - Prohibited?

    By Guest AEA, February 5, 2003
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • February 6, 2003

48. 401(a)(26) in an offset arrangement

    By Blinky the 3-eyed Fish, February 4, 2003
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 4, 2003

49. 414(k) Account

    By mming, February 1, 2003
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • February 3, 2003

50. Conversion to Cash Balance plan

    By Guest stippins, January 28, 2003
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • January 31, 2003