Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. DB/DC combo deduction limit

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

2. Change in Comp Limit after EGTRRA Amendment

   By Guest CRC02, April 1, 2003
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • April 1, 2003

3. 412(i)

   By Guest Julian, March 28, 2003
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • March 28, 2003

4. Pre-7/1/96 Employees

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

5. Defined Benefit Plans

   By Guest Julie, March 27, 2003
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • March 28, 2003

6. Don't Squeeze the Payables!

   By Guest erisafried, March 17, 2003
   • 5 replies
   • 1.2k views
   • 
   • Mike Preston
   • March 28, 2003

7. Plan Compensation Issue

   By Guest erisafried, March 28, 2003
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • March 28, 2003

8. Suspension Of Benefits

   By J. Bringhurst, March 27, 2003
   • 0 replies
   • 1.4k views
   • 
   • J. Bringhurst
   • March 27, 2003

9. Experience (Gain)/Loss

   By Guest Turtle_01, March 18, 2003
   • 8 replies
   • 2.2k views
   • 
   • david rigby
   • March 27, 2003

10. DC/DB floor offset combo

    By Guest Dave Peckham, March 25, 2003
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 26, 2003

11. Db Rfp

    By Guest Mike Lanio, March 26, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 26, 2003

12. Pre-Participation Service

    By ishi, March 24, 2003
    • 2 replies
    • 1.4k views
    • 
    • Everett Moreland
    • March 26, 2003

13. EGTRRA & S404/412 Funding Calculations

    By flosfur, March 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 24, 2003

14. 401(a)(17) proration

    By Guest JDL, March 24, 2003
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • March 24, 2003

15. If an individual has a defined benefit plan and the minimum funding re

    By Guest mbb, February 12, 2003
    • 12 replies
    • 2.2k views
    • 
    • AndyH
    • March 24, 2003

16. cross-tested db/dc combo,

    By Guest DOM, March 20, 2003
    • 7 replies
    • 2.8k views
    • 
    • Tom Poje
    • March 24, 2003

17. AVA Method

    By david rigby, November 4, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • March 20, 2003

18. part time employee excluded from plan

    By Gary, March 17, 2003
    • 5 replies
    • 1.7k views
    • 
    • Gary
    • March 19, 2003

19. reliance on quoted benefits

    By Gary, March 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • mwyatt
    • March 18, 2003

20. elapsed time method for crediting service

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

21. Testing Issues In A DB/DCCombination

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

22. 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

23. waiver of premium

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

24. 401(a)(26) problem?

    By AndyH, March 11, 2003
    • 13 replies
    • 2.4k views
    • 
    • AndyH
    • March 13, 2003

25. Part-Time Eligibilty: Ambiguous Plan Terms?

    By Guest inquirer, March 11, 2003
    • 10 replies
    • 1.7k views
    • 
    • david rigby
    • March 13, 2003

26. Form 5500 filing with asset sale

    By Guest JDL, March 12, 2003
    • 4 replies
    • 1.5k views
    • 
    • E as in ERISA
    • March 12, 2003

27. Reducing owner's benefit

    By dmb, March 12, 2003
    • 2 replies
    • 1.1k views
    • 
    • dmb
    • March 12, 2003

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

    By Guest rocnrols2, March 4, 2003
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • March 12, 2003

29. Government Pick-Ups

    By LIBOR, March 10, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • March 12, 2003

30. External Compensation

    By AndyH, March 5, 2003
    • 8 replies
    • 2.7k views
    • 
    • AndyH
    • March 10, 2003

31. Local goverment retirement plan employee rights?

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

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

    By Guest PensionNW, March 5, 2003
    • 8 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 8, 2003

33. Retroactive Plan Effective Date

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

34. Disability benefits that comply with the ADEA

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

35. Sole Proprietorship Valuation

    By Blinky the 3-eyed Fish, March 5, 2003
    • 6 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 7, 2003

36. Adoption of plan with retroactive effective date

    By Guest JDL, January 8, 2003
    • 6 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 7, 2003

37. New rules for late quarterly interest charges

    By Blinky the 3-eyed Fish, February 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 5, 2003

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

    By Guest dsyrett, March 3, 2003
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • March 3, 2003

39. DB/DC combo plan

    By dmb, March 1, 2003
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • March 3, 2003

40. cash balance lump sum

    By Gary, February 24, 2003
    • 3 replies
    • 1.4k views
    • 
    • IRC401
    • March 2, 2003

41. General Test Required ?

    By LIBOR, February 26, 2003
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • February 27, 2003

42. 412(i) plans

    By Lori H, February 18, 2003
    • 25 replies
    • 4.5k views
    • 
    • mwyatt
    • February 27, 2003

43. Top Heavy Required Aggregation Group 4 Year Lookback

    By Guest Scott McHenry, February 25, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 25, 2003

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

    By Guest PensionNW, February 20, 2003
    • 12 replies
    • 6.4k views
    • 
    • MGB
    • February 24, 2003

45. Multiple Employer Plans

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

46. IRC 417 Interest Rate

    By mwyatt, February 19, 2003
    • 4 replies
    • 2.1k views
    • 
    • mwyatt
    • February 21, 2003

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

    By Guest Ben Sears, February 19, 2003
    • 10 replies
    • 3.8k views
    • 
    • AndyH
    • February 20, 2003

48. OBRA and RPA interest rates

    By Blinky the 3-eyed Fish, February 7, 2003
    • 3 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 19, 2003

49. Floor Offset Plan

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

50. Election to Limit Plan Compensation

    By Blinky the 3-eyed Fish, February 14, 2003
    • 6 replies
    • 1.5k views
    • 
    • Belgarath
    • February 18, 2003