Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Rehired EE

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

2. Required Minimum Distribution

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

3. Stock Investment in DB Plan - Prohibited?

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

4. 401(a)(26) in an offset arrangement

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

5. 414(k) Account

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

6. Conversion to Cash Balance plan

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

7. 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

8. Life Insurance In A Frozen Plan

   By Guest merlin, January 28, 2003
   • 14 replies
   • 3.8k views
   • 
   • Guest
   • January 29, 2003

9. 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

10. Accrual of benefits

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

11. 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

12. Top Heavy DB and DC under EGTRRA

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

13. USERRA - a little OT

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

14. Deducting the unfunded current liability

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

15. National Steel Corp - Potential Plan Termination

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

16. Projected Unit Credit

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

17. GATT interest rate - change in basis

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

18. Maximum Permitted Disparity

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

19. 404(a)(7) Deduction problem

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

20. 204(h) Notice Needed?

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

21. sole prioprietor coverage

    By Guest Kline28, January 17, 2003
    • 5 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2003

22. Current Liability and Cash Balance Plans

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

23. Late DB contribution

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

24. permissable investment in a DB plan

    By betheeg, January 9, 2003
    • 5 replies
    • 1.4k views
    • 
    • mbozek
    • January 16, 2003

25. Compensation used for valuation

    By ac, January 14, 2003
    • 19 replies
    • 3.7k views
    • 
    • David MacLennan
    • January 15, 2003

26. Coverage (410(b)) Testing

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

27. Val Date chg to EOY for terminating plan

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

28. suspension of benefits associated with excess plan

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

29. Model letter for requesting benefit estimate

    By Guest Excel, January 10, 2003
    • 4 replies
    • 7.4k views
    • 
    • MGB
    • January 10, 2003

30. Defined Benefit Planning Referral

    By Guest firstq, November 21, 2002
    • 44 replies
    • 6.3k views
    • 
    • Guest
    • January 10, 2003

31. 420 Transfers

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

32. 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

33. Suspension of Benefits for Late Retiree

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

34. overfunded DB plan

    By thepensionmaven, January 8, 2003
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • January 8, 2003

35. Covered Compensation for 2003

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

36. Deduction Issues

    By dmb, January 7, 2003
    • 9 replies
    • 1.5k views
    • 
    • MGB
    • January 8, 2003

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

    By Guest shronesz, January 7, 2003
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 7, 2003

38. proposed cash balance regs

    By Gary, January 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • January 3, 2003

39. 5310 Determination Letter Upon Termination of Cash Balance Plan

    By Guest num1, January 2, 2003
    • 1 reply
    • 1.6k views
    • 
    • MGB
    • January 3, 2003

40. EGTRRA Deduction limit - Plan Termination across years

    By Guest Joshua Meltzer, December 27, 2002
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • December 30, 2002

41. Participant loans in DB plan

    By Guest lisbetf, December 26, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 30, 2002

42. Re: DB Plan T'ees' authority to fund benefit that only retirees will g

    By Guest songlaw, December 26, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 26, 2002

43. Defined Benefit Lump Sum Withdrawl

    By Guest mc1967, December 18, 2002
    • 9 replies
    • 3.2k views
    • 
    • mbozek
    • December 23, 2002

44. underfunded plans

    By fidu, December 20, 2002
    • 0 replies
    • 1.2k views
    • 
    • fidu
    • December 20, 2002

45. plan terminated in 1978 - annuity contract issues dividend - who gets

    By JanetM, December 19, 2002
    • 12 replies
    • 2.2k views
    • 
    • mbozek
    • December 20, 2002

46. Deduction For Contribution Equal to Unfunded Current Liability

    By Guest merlin, December 19, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 20, 2002

47. Fund assets and undeducted contributions

    By Guest Gary A. Luing, December 19, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 19, 2002

48. 412 (i) plans - pros and cons

    By Guest lisbetf, December 17, 2002
    • 5 replies
    • 7.1k views
    • 
    • AndyH
    • December 18, 2002

49. employee contributions in a DB plan

    By Guest lisbetf, October 30, 2002
    • 4 replies
    • 1.8k views
    • 
    • mwyatt
    • December 18, 2002

50. Request for Assistance

    By Guest jtdplan, December 17, 2002
    • 7 replies
    • 1.4k views
    • 
    • mbozek
    • December 18, 2002