Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. DB/Non-qualified Plan Design

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

2. Compensation Question

   By Guest kjk, December 12, 2002
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • December 12, 2002

3. retroactive plan amendment

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

4. Tough Question (at least for me)

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

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

   By Guest pension222, December 5, 2002
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • December 6, 2002

6. FICA Tax on Nonqualified Plan Benefits

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

7. Defined Benefit Plans

   By Guest mkqm07, December 4, 2002
   • 3 replies
   • 1.3k views
   • 
   • david rigby
   • December 4, 2002

8. defined benefit plan

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

9. Change of valuation date

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

10. DB testing issue

    By Guest jig100, December 3, 2002
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • December 4, 2002

11. SPD requirements for Termed Vested Participants?

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

12. 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

13. Early Retirement Windows

    By Guest HarveyC, November 12, 2002
    • 2 replies
    • 2.1k views
    • 
    • mbozek
    • December 2, 2002

14. 415(b) Service Reduction

    By Guest Mike Spickard, November 21, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 25, 2002

15. cash balance discrimination testing

    By dmb, November 20, 2002
    • 6 replies
    • 2.1k views
    • 
    • dmb
    • November 21, 2002

16. S corp income issues

    By Gary, November 19, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 19, 2002

17. 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

18. End of year valuations

    By FAPInJax, November 15, 2002
    • 6 replies
    • 2.4k views
    • 
    • MGB
    • November 15, 2002

19. non-discrimination testing a partial plan freeze

    By ishi, October 30, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • November 14, 2002

20. Affiliated Service Group

    By Guest Randel Renegar, November 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • November 13, 2002

21. Amending for $200,000 retroactively in a future year-issues?

    By AndyH, November 12, 2002
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • November 12, 2002

22. Rev. Rul. 2001-62 - The New Mortality Table for sec. 415 & 417(e)

    By Guest ircreader, October 18, 2002
    • 30 replies
    • 9.7k views
    • 
    • KJohnson
    • November 12, 2002

23. Waiver of Participation

    By Guest pension222, November 12, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 12, 2002

24. non-spouse beneficiary more than 10 years younger

    By Guest kjk, November 8, 2002
    • 4 replies
    • 2.8k views
    • 
    • RTK
    • November 11, 2002

25. 412(i) - ASPA meeting?

    By Guest Keith N, November 4, 2002
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • November 7, 2002

26. Calculation of MVAR In A Plan That Pays Lump Sums

    By Guest merlin, October 30, 2002
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • November 6, 2002

27. modified cash refund formula

    By Guest rpreston, November 5, 2002
    • 2 replies
    • 2.9k views
    • 
    • MGB
    • November 5, 2002

28. 415(b) Maximum paid after social security retirement age

    By Guest Marino13, November 4, 2002
    • 6 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2002

29. Deductibility of contributions to both DB and DC plans

    By Alan Simpson, November 1, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • November 1, 2002

30. The IRS vs. DB "Normal Retirement Age"

    By Guest dory, November 1, 2002
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • November 1, 2002

31. Contribution exceeds Sched C income

    By Earl, October 30, 2002
    • 5 replies
    • 1.8k views
    • 
    • Earl
    • November 1, 2002

32. Lack of Birth Certificate

    By Guest SueJ, October 23, 2002
    • 5 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • November 1, 2002

33. social security calc

    By Gary, October 18, 2002
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 31, 2002

34. Restricted employees again

    By KJohnson, October 31, 2002
    • 0 replies
    • 1.4k views
    • 
    • KJohnson
    • October 31, 2002

35. Frozen Benefits/Froxen Participation

    By Guest merlin, October 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • October 30, 2002

36. Amendment eliminating credit for service with successor

    By Guest shelle, October 30, 2002
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • October 30, 2002

37. valuing plan freeze

    By Guest Kline28, October 25, 2002
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 25, 2002

38. Restricted Participant under 1.401(a)(4)-5(b)

    By Guest meggie, October 23, 2002
    • 1 reply
    • 4.1k views
    • 
    • MGB
    • October 24, 2002

39. Cash Balance and Determination Letter

    By waid10, October 23, 2002
    • 2 replies
    • 1.3k views
    • 
    • MGB
    • October 23, 2002

40. Section 415(b)(1)(A) and EGTRRA

    By Guest lisbetf, October 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • October 21, 2002

41. 1 man plans in nonqualified funds vs. small plan audtis?

    By Guest ScottB, October 17, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • October 21, 2002

42. NY Times - Pension Accounting Editorial - Comments?

    By mwyatt, October 21, 2002
    • 1 reply
    • 1.2k views
    • 
    • MGB
    • October 21, 2002

43. Benefiting in the frozen DB plan under 410(b) and 401(a)(26)?

    By Guest Victoria Pelletiere, October 18, 2002
    • 2 replies
    • 2.5k views
    • 
    • david rigby
    • October 18, 2002

44. Benefit Accruals

    By Guest SCUDDESLER, October 3, 2002
    • 2 replies
    • 1.8k views
    • 
    • Gary
    • October 18, 2002

45. defined benefit life term pension

    By Guest jadaigle, October 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 17, 2002

46. Cash-out rules for DB plans with employee contributions

    By DTH, October 15, 2002
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • October 15, 2002

47. Lack of Fidelity Bond Coverage

    By Guest maddie, October 10, 2002
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 11, 2002

48. Adjusted Value of Assets

    By Guest merlin, October 9, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 10, 2002

49. EGTRRA salary cap of 200,000

    By Guest meggie, October 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • October 10, 2002

50. PTE for an In-Kind Contribution to a DB Plan

    By Guest CRC02, October 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 9, 2002