Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. defined benefit life term pension

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

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

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

3. Lack of Fidelity Bond Coverage

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

4. Adjusted Value of Assets

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

5. EGTRRA salary cap of 200,000

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

6. 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

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

   By AndyH, March 11, 2000
   • 8 replies
   • 7.3k views
   • 
   • Guest
   • October 8, 2002

8. 412(i) plans

   By dmb, October 7, 2002
   • 3 replies
   • 1.7k views
   • 
   • Belgarath
   • October 7, 2002

9. Aggregate funding

   By FAPInJax, September 25, 2002
   • 9 replies
   • 3k views
   • 
   • Guest
   • October 7, 2002

10. PBGC Coverage Question

    By AndyH, October 3, 2002
    • 6 replies
    • 2.5k views
    • 
    • AndyH
    • October 4, 2002

11. Conversion to 412(i)

    By Guest pension222, October 3, 2002
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • October 4, 2002

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

    By Guest cappja, September 29, 2002
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • October 4, 2002

13. Accrued to Date Method - Testing Service

    By Guest Scott McHenry, September 30, 2002
    • 1 reply
    • 2.5k views
    • 
    • AndyH
    • October 2, 2002

14. Flip-flop method question

    By Blinky the 3-eyed Fish, September 26, 2002
    • 9 replies
    • 2.3k views
    • 
    • Mike Preston
    • October 1, 2002

15. QDRO Administration Fees

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

16. Participant Count For DREC

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

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

    By Scott, September 27, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • September 27, 2002

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

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

19. PBGC premium required when spinoff occurs

    By Guest meggie, September 26, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 26, 2002

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

    By Scott, September 26, 2002
    • 0 replies
    • 1.4k views
    • 
    • Scott
    • September 26, 2002

21. Deduction Limit For An affiliated Service Group

    By Guest merlin, September 20, 2002
    • 9 replies
    • 1.6k views
    • 
    • Mike Preston
    • September 25, 2002

22. 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

23. Lack of Fidelity Bond

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

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

    By joel, September 20, 2002
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 23, 2002

25. Funding for a short plan year

    By Blinky the 3-eyed Fish, September 20, 2002
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • September 23, 2002

26. Successive short plan years

    By Blinky the 3-eyed Fish, September 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2002

27. Excise Tax on late contributions

    By Guest Marino13, September 19, 2002
    • 5 replies
    • 2.4k views
    • 
    • Mike Preston
    • September 22, 2002

28. ASOP 27 Example

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

29. Divorce

    By Guest pjb, September 18, 2002
    • 10 replies
    • 2.4k views
    • 
    • mbozek
    • September 20, 2002

30. db plan statistics

    By Guest cooper, September 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 19, 2002

31. 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

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

    By Guest pension222, September 17, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 18, 2002

33. 412(i) Safe Harbor

    By Guest pension222, September 18, 2002
    • 3 replies
    • 1.7k views
    • 
    • mwyatt
    • September 18, 2002

34. Social Security Supplements

    By IRC401, September 12, 2002
    • 2 replies
    • 1.3k views
    • 
    • IRC401
    • September 12, 2002

35. Benefit Calculation Program?

    By AndyH, August 29, 2002
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • September 10, 2002

36. Plan Sponor Agreement to Change in Funding Method

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

37. vested?

    By Guest mikeak, September 6, 2002
    • 4 replies
    • 1.5k views
    • 
    • RTK
    • September 6, 2002

38. Minimum Funding Waiver

    By Guest shronesz, September 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 6, 2002

39. Deducting Unfunded Current Liability

    By Blinky the 3-eyed Fish, September 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • September 5, 2002

40. MPPP - Expenses for Purchase of Annuities

    By J. Bringhurst, August 29, 2002
    • 21 replies
    • 3.5k views
    • 
    • J. Bringhurst
    • September 4, 2002

41. Cash Option Amendment

    By LIBOR, August 29, 2002
    • 15 replies
    • 2.2k views
    • 
    • ishi
    • September 3, 2002

42. db pension plan

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

43. Pension Funding question?

    By Guest Hickory6, August 24, 2002
    • 22 replies
    • 3.9k views
    • 
    • mwyatt
    • August 30, 2002

44. DB/DC Gateway question

    By AndyH, February 6, 2002
    • 6 replies
    • 3.2k views
    • 
    • Mike Preston
    • August 29, 2002

45. Contributory DB Plan Involuntary Cash-outs

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

46. Nondeductible Contribution

    By Blinky the 3-eyed Fish, August 23, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 23, 2002

47. End of Year Valuation

    By Guest Marino13, August 20, 2002
    • 19 replies
    • 3.8k views
    • 
    • MGB
    • August 23, 2002

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

    By Guest Steve C., August 22, 2002
    • 3 replies
    • 2.4k views
    • 
    • Mike Preston
    • August 23, 2002

49. Participation in DC plan by participant in frozen, overfunded DB plan.

    By Guest Jae, June 20, 2000
    • 35 replies
    • 5.4k views
    • 
    • rcline46
    • August 23, 2002

50. SPD Disclosure re: Cash Balance Conversion

    By Christine Roberts, August 16, 2002
    • 1 reply
    • 1.2k views
    • 
    • IRC401
    • August 17, 2002