Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

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

   By Guest merlin, October 30, 2002
   • 9 replies
   • 2.2k views
   • 
   • Guest
   • November 6, 2002

2. modified cash refund formula

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

3. 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

4. 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

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

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

6. Contribution exceeds Sched C income

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

7. Lack of Birth Certificate

   By Guest SueJ, October 23, 2002
   • 5 replies
   • 1.8k views
   • 
   • Mary Kay Foss
   • November 1, 2002

8. social security calc

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

9. Restricted employees again

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

10. Frozen Benefits/Froxen Participation

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

11. Amendment eliminating credit for service with successor

    By Guest shelle, October 30, 2002
    • 3 replies
    • 1k views
    • 
    • david rigby
    • October 30, 2002

12. valuing plan freeze

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

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

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

14. Cash Balance and Determination Letter

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

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

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

16. 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

17. NY Times - Pension Accounting Editorial - Comments?

    By mwyatt, October 21, 2002
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • October 21, 2002

18. 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

19. Benefit Accruals

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

20. defined benefit life term pension

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

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

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

22. Lack of Fidelity Bond Coverage

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

23. Adjusted Value of Assets

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

24. EGTRRA salary cap of 200,000

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

25. 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

26. Can someone tell me what a "QSERP" is?

    By AndyH, March 11, 2000
    • 8 replies
    • 7.1k views
    • 
    • Guest
    • October 8, 2002

27. 412(i) plans

    By dmb, October 7, 2002
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • October 7, 2002

28. Aggregate funding

    By FAPInJax, September 25, 2002
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • October 7, 2002

29. PBGC Coverage Question

    By AndyH, October 3, 2002
    • 6 replies
    • 2.4k views
    • 
    • AndyH
    • October 4, 2002

30. Conversion to 412(i)

    By Guest pension222, October 3, 2002
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • October 4, 2002

31. DB plan to CB Plan after termination and then rehired

    By Guest cappja, September 29, 2002
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • October 4, 2002

32. Accrued to Date Method - Testing Service

    By Guest Scott McHenry, September 30, 2002
    • 1 reply
    • 2.4k views
    • 
    • AndyH
    • October 2, 2002

33. Flip-flop method question

    By Blinky the 3-eyed Fish, September 26, 2002
    • 9 replies
    • 2.2k views
    • 
    • Mike Preston
    • October 1, 2002

34. QDRO Administration Fees

    By Guest Cobalt, September 30, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • September 30, 2002

35. Participant Count For DREC

    By Guest merlin, September 27, 2002
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • September 28, 2002

36. Cash Balance Plans and Retroactive Application of 401(a)(17)

    By Scott, September 27, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • September 27, 2002

37. PBGC interest rates going from 100% to 120%

    By Gary, September 26, 2002
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • September 27, 2002

38. PBGC premium required when spinoff occurs

    By Guest meggie, September 26, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 26, 2002

39. Section 420 Transfers--"Key Employees" after EGTRRA

    By Scott, September 26, 2002
    • 0 replies
    • 1.3k views
    • 
    • Scott
    • September 26, 2002

40. Deduction Limit For An affiliated Service Group

    By Guest merlin, September 20, 2002
    • 9 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 25, 2002

41. Can Match be considered in 5% TH Minimum for DB and DC Plans

    By Guest Scott McHenry, September 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • September 23, 2002

42. Lack of Fidelity Bond

    By Guest Keith N, September 20, 2002
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • September 23, 2002

43. No lump-sum cash payment to the beneficiary of a retiree?

    By joel, September 20, 2002
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 23, 2002

44. Funding for a short plan year

    By Blinky the 3-eyed Fish, September 20, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • September 23, 2002

45. Successive short plan years

    By Blinky the 3-eyed Fish, September 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2002

46. Excise Tax on late contributions

    By Guest Marino13, September 19, 2002
    • 5 replies
    • 2.3k views
    • 
    • Mike Preston
    • September 22, 2002

47. ASOP 27 Example

    By Guest PensionNW, September 19, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 20, 2002

48. Divorce

    By Guest pjb, September 18, 2002
    • 10 replies
    • 2.3k views
    • 
    • mbozek
    • September 20, 2002

49. db plan statistics

    By Guest cooper, September 19, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 19, 2002

50. 415(b)(1)(B) calculation for 76 year old

    By Guest Victoria Pelletiere, September 19, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 19, 2002