Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

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

   By Blinky the 3-eyed Fish, February 17, 2003
   • 5 replies
   • 1.5k views
   • 
   • Mike Preston
   • February 18, 2003

2. PBGC Insurance Premiums

   By Guest Frankie, February 16, 2003
   • 9 replies
   • 1.8k views
   • 
   • MGB
   • February 18, 2003

3. Under 100 participants for DRC

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

4. Variable Annuity DB Investment

   By Guest 692729, February 14, 2003
   • 5 replies
   • 1.4k views
   • 
   • MGB
   • February 14, 2003

5. Contributions to plan

   By Guest Chip, February 13, 2003
   • 2 replies
   • 1k views
   • 
   • Guest
   • February 14, 2003

6. Predecessor Employer

   By flosfur, February 10, 2003
   • 4 replies
   • 2.8k views
   • 
   • David MacLennan
   • February 13, 2003

7. Restricted Employee?

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

8. 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

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

   By Guest SueJ, February 10, 2003
   • 14 replies
   • 2.8k views
   • 
   • Guest
   • February 12, 2003

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

    By Guest pensione, February 10, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 11, 2003

11. 412i for a Sole Proprietor

    By mwyatt, February 10, 2003
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • February 11, 2003

12. Rehired EE

    By david rigby, February 5, 2003
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • February 7, 2003

13. Required Minimum Distribution

    By Guest Marino13, February 5, 2003
    • 12 replies
    • 2.4k views
    • 
    • Guest
    • February 6, 2003

14. Stock Investment in DB Plan - Prohibited?

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

15. 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

16. 414(k) Account

    By mming, February 1, 2003
    • 5 replies
    • 4.4k views
    • 
    • Guest
    • February 3, 2003

17. Conversion to Cash Balance plan

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

18. 412(i) plans: trying to see through the smoke and mirrors

    By AndyH, January 29, 2003
    • 12 replies
    • 1.9k views
    • 
    • AndyH
    • January 29, 2003

19. Life Insurance In A Frozen Plan

    By Guest merlin, January 28, 2003
    • 14 replies
    • 4k views
    • 
    • Guest
    • January 29, 2003

20. Looking for brief overview of cash balance plans

    By fidu, January 29, 2003
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • January 29, 2003

21. Accrual of benefits

    By FAPInJax, January 29, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • January 29, 2003

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

    By Guest swwalden1, January 28, 2003
    • 4 replies
    • 2k views
    • 
    • Mike Preston
    • January 29, 2003

23. Top Heavy DB and DC under EGTRRA

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

24. USERRA - a little OT

    By mwyatt, January 24, 2003
    • 10 replies
    • 2.6k views
    • 
    • QDROphile
    • January 28, 2003

25. Deducting the unfunded current liability

    By FAPInJax, January 27, 2003
    • 4 replies
    • 1.6k views
    • 
    • FAPInJax
    • January 28, 2003

26. National Steel Corp - Potential Plan Termination

    By Guest pjb, January 28, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 28, 2003

27. Projected Unit Credit

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

28. GATT interest rate - change in basis

    By Guest Mike Spickard, January 27, 2003
    • 1 reply
    • 2k views
    • 
    • MGB
    • January 27, 2003

29. Maximum Permitted Disparity

    By Guest pension222, January 24, 2003
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • January 27, 2003

30. 404(a)(7) Deduction problem

    By Guest Keith N, January 21, 2003
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • January 21, 2003

31. 204(h) Notice Needed?

    By Guest kjk, January 20, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 20, 2003

32. sole prioprietor coverage

    By Guest Kline28, January 17, 2003
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2003

33. Current Liability and Cash Balance Plans

    By Guest meggie, January 17, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 17, 2003

34. Late DB contribution

    By Guest CAM223, January 16, 2003
    • 2 replies
    • 1.3k views
    • 
    • MGB
    • January 17, 2003

35. permissable investment in a DB plan

    By betheeg, January 9, 2003
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • January 16, 2003

36. Compensation used for valuation

    By ac, January 14, 2003
    • 19 replies
    • 3.9k views
    • 
    • David MacLennan
    • January 15, 2003

37. Coverage (410(b)) Testing

    By LIBOR, January 13, 2003
    • 0 replies
    • 1.3k views
    • 
    • LIBOR
    • January 13, 2003

38. Val Date chg to EOY for terminating plan

    By David MacLennan, January 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • David MacLennan
    • January 13, 2003

39. suspension of benefits associated with excess plan

    By Gary, January 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • MGB
    • January 11, 2003

40. Model letter for requesting benefit estimate

    By Guest Excel, January 10, 2003
    • 4 replies
    • 7.6k views
    • 
    • MGB
    • January 10, 2003

41. Defined Benefit Planning Referral

    By Guest firstq, November 21, 2002
    • 44 replies
    • 6.5k views
    • 
    • Guest
    • January 10, 2003

42. 420 Transfers

    By Guest EBW, March 20, 2002
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • January 9, 2003

43. In overfunded DB Plan for Public 'Ees, could COLA for retirees' medica

    By Guest songlaw, January 9, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 9, 2003

44. Suspension of Benefits for Late Retiree

    By jwallace, December 31, 2002
    • 7 replies
    • 4.7k views
    • 
    • Guest
    • January 9, 2003

45. overfunded DB plan

    By thepensionmaven, January 8, 2003
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • January 8, 2003

46. Covered Compensation for 2003

    By Guest Judy S, January 3, 2003
    • 7 replies
    • 2.4k views
    • 
    • MGB
    • January 8, 2003

47. Deduction Issues

    By dmb, January 7, 2003
    • 9 replies
    • 1.6k views
    • 
    • MGB
    • January 8, 2003

48. P.L. 104-188 and a memo

    By Guest shronesz, January 7, 2003
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 7, 2003

49. proposed cash balance regs

    By Gary, January 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • January 3, 2003

50. 5310 Determination Letter Upon Termination of Cash Balance Plan

    By Guest num1, January 2, 2003
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • January 3, 2003