Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. QDRO Administration Fees

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

2. 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

3. 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

4. Participant Count For DREC

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

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

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

6. PBGC premium required when spinoff occurs

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

7. Flip-flop method question

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

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

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

9. Aggregate funding

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

10. 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

11. 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

12. 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

13. 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

14. Lack of Fidelity Bond

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

15. Deduction Limit For An affiliated Service Group

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

16. db plan statistics

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

17. ASOP 27 Example

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

18. Excise Tax on late contributions

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

19. 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

20. Divorce

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

21. 412(i) Safe Harbor

    By Guest pension222, September 18, 2002
    • 3 replies
    • 1.6k views
    • 
    • mwyatt
    • September 18, 2002

22. Cost of insured death benefits in a DB plan.

    By Guest pension222, September 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 18, 2002

23. Social Security Supplements

    By IRC401, September 12, 2002
    • 2 replies
    • 1.2k views
    • 
    • IRC401
    • September 12, 2002

24. Plan Sponor Agreement to Change in Funding Method

    By Guest merlin, September 9, 2002
    • 2 replies
    • 1.3k views
    • 
    • mwyatt
    • September 9, 2002

25. Minimum Funding Waiver

    By Guest shronesz, September 6, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 6, 2002

26. vested?

    By Guest mikeak, September 6, 2002
    • 4 replies
    • 1.4k views
    • 
    • RTK
    • September 6, 2002

27. Deducting Unfunded Current Liability

    By Blinky the 3-eyed Fish, September 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • September 5, 2002

28. db pension plan

    By Guest derfbme, August 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • September 3, 2002

29. MPPP - Expenses for Purchase of Annuities

    By J. Bringhurst, August 29, 2002
    • 21 replies
    • 3.2k views
    • 
    • J. Bringhurst
    • September 4, 2002

30. Benefit Calculation Program?

    By AndyH, August 29, 2002
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • September 10, 2002

31. Cash Option Amendment

    By LIBOR, August 29, 2002
    • 15 replies
    • 2k views
    • 
    • ishi
    • September 3, 2002

32. Contributory DB Plan Involuntary Cash-outs

    By DTH, August 28, 2002
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • August 29, 2002

33. Mortality Tables - very useful program

    By mwyatt, August 26, 2002
    • 6 replies
    • 3.9k views
    • 
    • david rigby
    • September 1, 2004

34. Pension Funding question?

    By Guest Hickory6, August 24, 2002
    • 22 replies
    • 3.5k views
    • 
    • mwyatt
    • August 30, 2002

35. PBGC Plan Term Waiver

    By Blinky the 3-eyed Fish, August 23, 2002
    • 11 replies
    • 4.1k views
    • 
    • WDIK
    • July 20, 2005

36. Nondeductible Contribution

    By Blinky the 3-eyed Fish, August 23, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 23, 2002

37. Retroactive application of 401(a)(17) limit

    By Guest Steve C., August 22, 2002
    • 3 replies
    • 2.2k views
    • 
    • Mike Preston
    • August 23, 2002

38. short plan year quarterly required contribution dates

    By Tom Poje, August 21, 2002
    • 12 replies
    • 3.3k views
    • 
    • SoCalActuary
    • December 20, 2004

39. End of Year Valuation

    By Guest Marino13, August 20, 2002
    • 19 replies
    • 3.6k views
    • 
    • MGB
    • August 23, 2002

40. SPD Disclosure re: Cash Balance Conversion

    By Christine Roberts, August 16, 2002
    • 1 reply
    • 1.1k views
    • 
    • IRC401
    • August 17, 2002

41. Actuarially Increasing the 415 Hi3 comp limit

    By dmb, August 13, 2002
    • 7 replies
    • 1.7k views
    • 
    • dmb
    • August 14, 2002

42. 404(a)(7) Question

    By Blinky the 3-eyed Fish, August 12, 2002
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 16, 2002

43. 415(b) Question

    By Guest Marino13, August 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • August 9, 2002

44. Plan Termination and Waiver of Benefits

    By Blinky the 3-eyed Fish, August 8, 2002
    • 0 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2002

45. Possible "Lost" Pension

    By jpod, August 6, 2002
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • August 12, 2002

46. Missing Participants - DB Termination

    By J. Bringhurst, August 5, 2002
    • 7 replies
    • 2.7k views
    • 
    • david rigby
    • June 10, 2003

47. Retiree and change of annuity form

    By Guest shronesz, August 1, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • August 1, 2002

48. Can Foreign Employees Join Qualified DB Plan?

    By Guest HarveyC, July 31, 2002
    • 5 replies
    • 2.4k views
    • 
    • IRC401
    • August 1, 2002

49. more 412(i)

    By Guest jig100, July 29, 2002
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • July 29, 2002

50. transfers amount defined benefit plans

    By LIBERTYKID, July 29, 2002
    • 0 replies
    • 1.2k views
    • 
    • LIBERTYKID
    • July 29, 2002