Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. EGTRRA Deduction limit - Plan Termination across years

   By Guest Joshua Meltzer, December 27, 2002
   • 3 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • December 30, 2002

2. Participant loans in DB plan

   By Guest lisbetf, December 26, 2002
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • December 30, 2002

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

   By Guest songlaw, December 26, 2002
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • December 26, 2002

4. Defined Benefit Lump Sum Withdrawl

   By Guest mc1967, December 18, 2002
   • 9 replies
   • 3.5k views
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   • mbozek
   • December 23, 2002

5. underfunded plans

   By fidu, December 20, 2002
   • 0 replies
   • 1.3k views
   • 
   • fidu
   • December 20, 2002

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

   By JanetM, December 19, 2002
   • 12 replies
   • 2.3k views
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   • mbozek
   • December 20, 2002

7. Deduction For Contribution Equal to Unfunded Current Liability

   By Guest merlin, December 19, 2002
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • December 20, 2002

8. Fund assets and undeducted contributions

   By Guest Gary A. Luing, December 19, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • December 19, 2002

9. 412 (i) plans - pros and cons

   By Guest lisbetf, December 17, 2002
   • 5 replies
   • 7.3k views
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   • AndyH
   • December 18, 2002

10. employee contributions in a DB plan

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

11. Request for Assistance

    By Guest jtdplan, December 17, 2002
    • 7 replies
    • 1.5k views
    • 
    • mbozek
    • December 18, 2002

12. Is this contribution deductible?

    By Blinky the 3-eyed Fish, November 22, 2002
    • 9 replies
    • 2.3k views
    • 
    • david rigby
    • December 18, 2002

13. Projected Covered Compensation

    By LIBOR, December 17, 2002
    • 2 replies
    • 2.5k views
    • 
    • LIBOR
    • December 17, 2002

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

    By Guest merlin, December 13, 2002
    • 2 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 16, 2002

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

    By C2C, December 10, 2002
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • December 14, 2002

16. Cash Balance - Interest Accruals

    By IRC401, November 28, 2002
    • 4 replies
    • 1.6k views
    • 
    • IRC401
    • December 14, 2002

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

    By Blinky the 3-eyed Fish, December 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • December 13, 2002

18. DB/Non-qualified Plan Design

    By kmciver, December 9, 2002
    • 4 replies
    • 2k views
    • 
    • AndyH
    • December 13, 2002

19. Compensation Question

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

20. retroactive plan amendment

    By Gary, December 11, 2002
    • 0 replies
    • 1.2k views
    • 
    • Gary
    • December 11, 2002

21. Tough Question (at least for me)

    By Dougsbpc, December 7, 2002
    • 9 replies
    • 1.9k views
    • 
    • Everett Moreland
    • December 9, 2002

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

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

23. FICA Tax on Nonqualified Plan Benefits

    By Guest REG, December 4, 2002
    • 1 reply
    • 3k views
    • 
    • mbozek
    • December 5, 2002

24. Defined Benefit Plans

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

25. defined benefit plan

    By Guest joe22, December 2, 2002
    • 7 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • December 4, 2002

26. Change of valuation date

    By dmb, December 4, 2002
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • December 4, 2002

27. DB testing issue

    By Guest jig100, December 3, 2002
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • December 4, 2002

28. SPD requirements for Termed Vested Participants?

    By Spencer, December 2, 2002
    • 3 replies
    • 2.7k views
    • 
    • david rigby
    • December 2, 2002

29. 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

30. Early Retirement Windows

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

31. 415(b) Service Reduction

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

32. cash balance discrimination testing

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

33. S corp income issues

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

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

    By Guest Gary A. Luing, November 15, 2002
    • 7 replies
    • 2.5k views
    • 
    • david rigby
    • November 18, 2002

35. End of year valuations

    By FAPInJax, November 15, 2002
    • 6 replies
    • 2.6k views
    • 
    • MGB
    • November 15, 2002

36. non-discrimination testing a partial plan freeze

    By ishi, October 30, 2002
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • November 14, 2002

37. Affiliated Service Group

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

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

    By AndyH, November 12, 2002
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • November 12, 2002

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

    By Guest ircreader, October 18, 2002
    • 30 replies
    • 10k views
    • 
    • KJohnson
    • November 12, 2002

40. Waiver of Participation

    By Guest pension222, November 12, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 12, 2002

41. non-spouse beneficiary more than 10 years younger

    By Guest kjk, November 8, 2002
    • 4 replies
    • 2.9k views
    • 
    • RTK
    • November 11, 2002

42. 412(i) - ASPA meeting?

    By Guest Keith N, November 4, 2002
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • November 7, 2002

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

    By Guest merlin, October 30, 2002
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • November 6, 2002

44. modified cash refund formula

    By Guest rpreston, November 5, 2002
    • 2 replies
    • 3k views
    • 
    • MGB
    • November 5, 2002

45. 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

46. 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

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

    By Guest dory, November 1, 2002
    • 4 replies
    • 1.7k views
    • 
    • AndyH
    • November 1, 2002

48. Contribution exceeds Sched C income

    By Earl, October 30, 2002
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • November 1, 2002

49. Lack of Birth Certificate

    By Guest SueJ, October 23, 2002
    • 5 replies
    • 2k views
    • 
    • Mary Kay Foss
    • November 1, 2002

50. social security calc

    By Gary, October 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • October 31, 2002