Defined Benefit Plans, Including Cash Balance

7,173 topics in this forum

1. 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

2. Retroactive Plan Effective Date

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

3. Disability benefits that comply with the ADEA

   By Everett Moreland, February 21, 2003
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • March 7, 2003

4. Sole Proprietorship Valuation

   By Blinky the 3-eyed Fish, March 5, 2003
   • 6 replies
   • 2.2k views
   • 
   • Blinky the 3-eyed Fish
   • March 7, 2003

5. Adoption of plan with retroactive effective date

   By Guest JDL, January 8, 2003
   • 6 replies
   • 2.3k views
   • 
   • Mike Preston
   • March 7, 2003

6. 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

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

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

8. DB/DC combo plan

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

9. cash balance lump sum

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

10. General Test Required ?

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

11. 412(i) plans

    By Lori H, February 18, 2003
    • 25 replies
    • 4.2k views
    • 
    • mwyatt
    • February 27, 2003

12. Top Heavy Required Aggregation Group 4 Year Lookback

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

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

    By Guest PensionNW, February 20, 2003
    • 12 replies
    • 6.1k views
    • 
    • MGB
    • February 24, 2003

14. Multiple Employer Plans

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

15. IRC 417 Interest Rate

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

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

    By Guest Ben Sears, February 19, 2003
    • 10 replies
    • 3.1k views
    • 
    • AndyH
    • February 20, 2003

17. 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

18. Floor Offset Plan

    By Dougsbpc, February 17, 2003
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 18, 2003

19. Election to Limit Plan Compensation

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

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

    By Blinky the 3-eyed Fish, February 17, 2003
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 18, 2003

21. PBGC Insurance Premiums

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

22. Under 100 participants for DRC

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

23. Variable Annuity DB Investment

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

24. Contributions to plan

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

25. Predecessor Employer

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

26. Restricted Employee?

    By AndyH, February 12, 2003
    • 2 replies
    • 5k views
    • 
    • AndyH
    • February 12, 2003

27. 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

28. 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

29. 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

30. 412i for a Sole Proprietor

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

31. Rehired EE

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

32. Required Minimum Distribution

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

33. Stock Investment in DB Plan - Prohibited?

    By Guest AEA, February 5, 2003
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • February 6, 2003

34. 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

35. 414(k) Account

    By mming, February 1, 2003
    • 5 replies
    • 4.2k views
    • 
    • Guest
    • February 3, 2003

36. Conversion to Cash Balance plan

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

37. 412(i) plans: trying to see through the smoke and mirrors

    By AndyH, January 29, 2003
    • 12 replies
    • 1.8k views
    • 
    • AndyH
    • January 29, 2003

38. Life Insurance In A Frozen Plan

    By Guest merlin, January 28, 2003
    • 14 replies
    • 3.6k views
    • 
    • Guest
    • January 29, 2003

39. Looking for brief overview of cash balance plans

    By fidu, January 29, 2003
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • January 29, 2003

40. Accrual of benefits

    By FAPInJax, January 29, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 29, 2003

41. Applying section 401(a)(17) compensation limit on pro rata basis in ye

    By Guest swwalden1, January 28, 2003
    • 4 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 29, 2003

42. Top Heavy DB and DC under EGTRRA

    By AndyH, January 28, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 28, 2003

43. USERRA - a little OT

    By mwyatt, January 24, 2003
    • 10 replies
    • 2.5k views
    • 
    • QDROphile
    • January 28, 2003

44. Deducting the unfunded current liability

    By FAPInJax, January 27, 2003
    • 4 replies
    • 1.5k views
    • 
    • FAPInJax
    • January 28, 2003

45. National Steel Corp - Potential Plan Termination

    By Guest pjb, January 28, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 28, 2003

46. Projected Unit Credit

    By FAPInJax, January 24, 2003
    • 3 replies
    • 2.9k views
    • 
    • FAPInJax
    • January 27, 2003

47. GATT interest rate - change in basis

    By Guest Mike Spickard, January 27, 2003
    • 1 reply
    • 1.9k views
    • 
    • MGB
    • January 27, 2003

48. Maximum Permitted Disparity

    By Guest pension222, January 24, 2003
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • January 27, 2003

49. 404(a)(7) Deduction problem

    By Guest Keith N, January 21, 2003
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • January 21, 2003

50. 204(h) Notice Needed?

    By Guest kjk, January 20, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 20, 2003