Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. permissable investment in a DB plan

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

2. Compensation used for valuation

   By ac, January 14, 2003
   • 19 replies
   • 3.4k views
   • 
   • David MacLennan
   • January 15, 2003

3. Coverage (410(b)) Testing

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

4. Val Date chg to EOY for terminating plan

   By David MacLennan, January 10, 2003
   • 2 replies
   • 1.2k views
   • 
   • David MacLennan
   • January 13, 2003

5. suspension of benefits associated with excess plan

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

6. Model letter for requesting benefit estimate

   By Guest Excel, January 10, 2003
   • 4 replies
   • 6.7k views
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   • MGB
   • January 10, 2003

7. Defined Benefit Planning Referral

   By Guest firstq, November 21, 2002
   • 44 replies
   • 6.1k views
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   • Guest
   • January 10, 2003

8. 420 Transfers

   By Guest EBW, March 20, 2002
   • 3 replies
   • 2.8k views
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   • Guest
   • January 9, 2003

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

   By Guest songlaw, January 9, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • January 9, 2003

10. Suspension of Benefits for Late Retiree

    By jwallace, December 31, 2002
    • 7 replies
    • 4.6k views
    • 
    • Guest
    • January 9, 2003

11. overfunded DB plan

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

12. Covered Compensation for 2003

    By Guest Judy S, January 3, 2003
    • 7 replies
    • 2.3k views
    • 
    • MGB
    • January 8, 2003

13. Deduction Issues

    By dmb, January 7, 2003
    • 9 replies
    • 1.4k views
    • 
    • MGB
    • January 8, 2003

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

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

15. proposed cash balance regs

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

16. 5310 Determination Letter Upon Termination of Cash Balance Plan

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

17. 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

18. Participant loans in DB plan

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

19. 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

20. Defined Benefit Lump Sum Withdrawl

    By Guest mc1967, December 18, 2002
    • 9 replies
    • 2.7k views
    • 
    • mbozek
    • December 23, 2002

21. underfunded plans

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

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

    By JanetM, December 19, 2002
    • 12 replies
    • 2k views
    • 
    • mbozek
    • December 20, 2002

23. Deduction For Contribution Equal to Unfunded Current Liability

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

24. Fund assets and undeducted contributions

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

25. 412 (i) plans - pros and cons

    By Guest lisbetf, December 17, 2002
    • 5 replies
    • 6.9k views
    • 
    • AndyH
    • December 18, 2002

26. employee contributions in a DB plan

    By Guest lisbetf, October 30, 2002
    • 4 replies
    • 1.7k views
    • 
    • mwyatt
    • December 18, 2002

27. Request for Assistance

    By Guest jtdplan, December 17, 2002
    • 7 replies
    • 1.3k views
    • 
    • mbozek
    • December 18, 2002

28. Is this contribution deductible?

    By Blinky the 3-eyed Fish, November 22, 2002
    • 9 replies
    • 2.1k views
    • 
    • david rigby
    • December 18, 2002

29. Projected Covered Compensation

    By LIBOR, December 17, 2002
    • 2 replies
    • 2.4k views
    • 
    • LIBOR
    • December 17, 2002

30. Rev. Rul. 98-1 and the $10,000 de minimis Benefit

    By Guest merlin, December 13, 2002
    • 2 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 16, 2002

31. Assumptions used in CL calcs for PBGC Var Premium Liability

    By C2C, December 10, 2002
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • December 14, 2002

32. Cash Balance - Interest Accruals

    By IRC401, November 28, 2002
    • 4 replies
    • 1.5k views
    • 
    • IRC401
    • December 14, 2002

33. Unterminate - a saga of the life of a DB Plan

    By Blinky the 3-eyed Fish, December 13, 2002
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 13, 2002

34. DB/Non-qualified Plan Design

    By kmciver, December 9, 2002
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • December 13, 2002

35. Compensation Question

    By Guest kjk, December 12, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 12, 2002

36. retroactive plan amendment

    By Gary, December 11, 2002
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • December 11, 2002

37. Tough Question (at least for me)

    By Dougsbpc, December 7, 2002
    • 9 replies
    • 1.8k views
    • 
    • Everett Moreland
    • December 9, 2002

38. Participation under 415(b)(5)(A)

    By Guest pension222, December 5, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 6, 2002

39. FICA Tax on Nonqualified Plan Benefits

    By Guest REG, December 4, 2002
    • 1 reply
    • 2.9k views
    • 
    • mbozek
    • December 5, 2002

40. Defined Benefit Plans

    By Guest mkqm07, December 4, 2002
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • December 4, 2002

41. defined benefit plan

    By Guest joe22, December 2, 2002
    • 7 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • December 4, 2002

42. Change of valuation date

    By dmb, December 4, 2002
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • December 4, 2002

43. DB testing issue

    By Guest jig100, December 3, 2002
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • December 4, 2002

44. SPD requirements for Termed Vested Participants?

    By Spencer, December 2, 2002
    • 3 replies
    • 2.6k views
    • 
    • david rigby
    • December 2, 2002

45. What happens to the non-deductible amounts under the 412 limitation?

    By Guest Gary A. Luing, December 2, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 2, 2002

46. Early Retirement Windows

    By Guest HarveyC, November 12, 2002
    • 2 replies
    • 2k views
    • 
    • mbozek
    • December 2, 2002

47. 415(b) Service Reduction

    By Guest Mike Spickard, November 21, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 25, 2002

48. cash balance discrimination testing

    By dmb, November 20, 2002
    • 6 replies
    • 2k views
    • 
    • dmb
    • November 21, 2002

49. S corp income issues

    By Gary, November 19, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 19, 2002

50. Limitation of deduction under 404(a)(8)

    By Guest Gary A. Luing, November 15, 2002
    • 7 replies
    • 2.4k views
    • 
    • david rigby
    • November 18, 2002