Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. COLA above current 415 $ Limit

   By David MacLennan, April 7, 2003
   • 2 replies
   • 1.7k views
   • 
   • Mike Preston
   • April 7, 2003

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

   By Guest blaum8, April 4, 2003
   • 7 replies
   • 2.4k views
   • 
   • Mike Preston
   • April 7, 2003

3. Defined Benefit Plan

   By Guest kentucky, April 4, 2003
   • 1 reply
   • 2.7k views
   • 
   • Mike Preston
   • April 7, 2003

4. Plan termination annuities & lump sums

   By Guest Keith N, April 1, 2003
   • 15 replies
   • 7.8k views
   • 
   • Blinky the 3-eyed Fish
   • April 4, 2003

5. Benefit Formulas

   By Guest DRN, April 2, 2003
   • 7 replies
   • 1.9k views
   • 
   • AndyH
   • April 3, 2003

6. Deceased participant w/ remaining non-taxable base

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

7. Suspension of benefits notice

   By Guest Rae, April 3, 2003
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • April 3, 2003

8. Deferred Vested Death Benefit

   By Guest kdfox2, April 2, 2003
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • April 2, 2003

9. Moody's Aa rate

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

10. Protected benefits

    By Guest mkqm07, April 2, 2003
    • 2 replies
    • 2.2k views
    • 
    • Mike Preston
    • April 2, 2003

11. 1983 GAM Table

    By austin3515, April 2, 2003
    • 1 reply
    • 3k views
    • 
    • MGB
    • April 2, 2003

12. 120% Jcwaa Rate Under 404

    By MGB, March 31, 2003
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • April 2, 2003

13. Which conversion table?

    By david rigby, April 1, 2003
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • April 2, 2003

14. FASB 87 Reporting

    By Guest Turtle_01, April 1, 2003
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • April 1, 2003

15. DB/DC combo deduction limit

    By pbarrett, March 31, 2003
    • 7 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 1, 2003

16. Change in Comp Limit after EGTRRA Amendment

    By Guest CRC02, April 1, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 1, 2003

17. 412(i)

    By Guest Julian, March 28, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 28, 2003

18. Pre-7/1/96 Employees

    By Ken Davis, March 28, 2003
    • 2 replies
    • 1.3k views
    • 
    • MGB
    • March 28, 2003

19. Defined Benefit Plans

    By Guest Julie, March 27, 2003
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 28, 2003

20. Don't Squeeze the Payables!

    By Guest erisafried, March 17, 2003
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 28, 2003

21. Plan Compensation Issue

    By Guest erisafried, March 28, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • March 28, 2003

22. Suspension Of Benefits

    By J. Bringhurst, March 27, 2003
    • 0 replies
    • 1.5k views
    • 
    • J. Bringhurst
    • March 27, 2003

23. Experience (Gain)/Loss

    By Guest Turtle_01, March 18, 2003
    • 8 replies
    • 2.5k views
    • 
    • david rigby
    • March 27, 2003

24. DC/DB floor offset combo

    By Guest Dave Peckham, March 25, 2003
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 26, 2003

25. Db Rfp

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

26. Pre-Participation Service

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

27. EGTRRA & S404/412 Funding Calculations

    By flosfur, March 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 24, 2003

28. 401(a)(17) proration

    By Guest JDL, March 24, 2003
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • March 24, 2003

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

    By Guest mbb, February 12, 2003
    • 12 replies
    • 2.3k views
    • 
    • AndyH
    • March 24, 2003

30. cross-tested db/dc combo,

    By Guest DOM, March 20, 2003
    • 7 replies
    • 3.1k views
    • 
    • Tom Poje
    • March 24, 2003

31. AVA Method

    By david rigby, November 4, 2002
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 20, 2003

32. part time employee excluded from plan

    By Gary, March 17, 2003
    • 5 replies
    • 1.8k views
    • 
    • Gary
    • March 19, 2003

33. reliance on quoted benefits

    By Gary, March 17, 2003
    • 1 reply
    • 1.5k views
    • 
    • mwyatt
    • March 18, 2003

34. elapsed time method for crediting service

    By Gary, March 17, 2003
    • 0 replies
    • 1.9k views
    • 
    • Gary
    • March 17, 2003

35. Testing Issues In A DB/DCCombination

    By Guest merlin, March 17, 2003
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 17, 2003

36. Converting a direct rollover to an initial cash balance

    By Guest Mike Melnick, March 12, 2003
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 15, 2003

37. waiver of premium

    By goldtpa, March 13, 2003
    • 0 replies
    • 1.2k views
    • 
    • goldtpa
    • March 13, 2003

38. 401(a)(26) problem?

    By AndyH, March 11, 2003
    • 13 replies
    • 2.5k views
    • 
    • AndyH
    • March 13, 2003

39. Part-Time Eligibilty: Ambiguous Plan Terms?

    By Guest inquirer, March 11, 2003
    • 10 replies
    • 1.9k views
    • 
    • david rigby
    • March 13, 2003

40. Form 5500 filing with asset sale

    By Guest JDL, March 12, 2003
    • 4 replies
    • 1.6k views
    • 
    • E as in ERISA
    • March 12, 2003

41. Reducing owner's benefit

    By dmb, March 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • dmb
    • March 12, 2003

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

    By Guest rocnrols2, March 4, 2003
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • March 12, 2003

43. Government Pick-Ups

    By LIBOR, March 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • March 12, 2003

44. External Compensation

    By AndyH, March 5, 2003
    • 8 replies
    • 2.9k views
    • 
    • AndyH
    • March 10, 2003

45. Local goverment retirement plan employee rights?

    By Guest walley, March 8, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • March 9, 2003

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

    By Guest PensionNW, March 5, 2003
    • 8 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 8, 2003

47. Retroactive Plan Effective Date

    By Guest snorthup, March 7, 2003
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • March 7, 2003

48. Disability benefits that comply with the ADEA

    By Everett Moreland, February 21, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 7, 2003

49. Sole Proprietorship Valuation

    By Blinky the 3-eyed Fish, March 5, 2003
    • 6 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 7, 2003

50. Adoption of plan with retroactive effective date

    By Guest JDL, January 8, 2003
    • 6 replies
    • 2.9k views
    • 
    • Mike Preston
    • March 7, 2003