Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Change from single employer benefit plan to multiemployer benefit plan

   By Guest Diane M. Stolz, July 24, 2002
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • July 25, 2002

2. withdrawing from annuity fund

   By Guest JD698, July 23, 2002
   • 3 replies
   • 1.8k views
   • 
   • david rigby
   • July 23, 2002

3. Termination Year Funding

   By Guest FredR, July 23, 2002
   • 8 replies
   • 2.2k views
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   • Guest
   • July 24, 2002

4. Effect of Top-Paid Group Election on Restricted Employee Determination

   By Guest merlin, July 19, 2002
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • July 23, 2002

5. What is the age 65, immediate annuity to lump sum conversion factor as

   By JDuns, July 19, 2002
   • 8 replies
   • 7k views
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   • Mike Preston
   • July 23, 2002

6. Distress Termination with sufficient assets to pay guaranteed benefits

   By Guest Victoria Pelletiere, July 19, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 19, 2002

7. 412i

   By Guest rubaiyat, July 18, 2002
   • 11 replies
   • 3.1k views
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   • MGB
   • July 23, 2002

8. Deductible contributions and tax return due date

   By Guest Alison Williams, July 17, 2002
   • 13 replies
   • 6.6k views
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   • Blinky the 3-eyed Fish
   • September 19, 2003

9. Offset to Accd Ben due to withdrawal of EE Cont

   By Gary, July 17, 2002
   • 2 replies
   • 1.6k views
   • 
   • Gary
   • July 18, 2002

10. Auditor Independence and TPA

    By Guest RockyTop2, July 16, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • July 16, 2002

11. Vesting Upon Termination of DB Plan

    By Scott, July 11, 2002
    • 3 replies
    • 3.5k views
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    • mwyatt
    • July 12, 2002

12. severance payments on retirement - defined benefit plan?

    By EGB, July 10, 2002
    • 2 replies
    • 1.6k views
    • 
    • Ron Snyder
    • July 12, 2002

13. social security or early ret supplement as part of accd ben

    By Gary, July 9, 2002
    • 4 replies
    • 1.4k views
    • 
    • IRC401
    • July 16, 2002

14. Life Insurance in DB Plan

    By Guest Scott McHenry, July 9, 2002
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • July 28, 2004

15. 5500 for terminated plan without Schedule B

    By AndyH, July 8, 2002
    • 6 replies
    • 2.1k views
    • 
    • mwyatt
    • July 16, 2002

16. Division of pension due to divorce

    By Gary, July 6, 2002
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 8, 2002

17. EGTRRA and 404 Deduction Limitations

    By Blinky the 3-eyed Fish, July 3, 2002
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 5, 2002

18. Gatt

    By Guest kjk, July 3, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 9, 2002

19. To DB or not to DB, that is the question!

    By SMB, July 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • July 1, 2002

20. General Tested Plans and "Fresh Start" rules

    By AndyH, July 1, 2002
    • 8 replies
    • 3.1k views
    • 
    • AndyH
    • July 12, 2002

21. In Service Distribution

    By Guest MikeMiller, June 27, 2002
    • 16 replies
    • 3.3k views
    • 
    • MGB
    • July 2, 2002

22. Age restrictions on participant election of a certain and life annuity

    By Guest Barbara Rozier, June 26, 2002
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 26, 2002

23. Limitations on Current Liability Rates

    By MGB, June 24, 2002
    • 2 replies
    • 1.8k views
    • 
    • MGB
    • June 25, 2002

24. Controlled group termination???

    By FAPInJax, June 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • June 21, 2002

25. Historic Moody's Aa Rates

    By ishi, June 19, 2002
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • August 15, 2002

26. Limit on number of insurers?

    By Guest kjk, June 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 2002

27. FASB discount rates

    By ishi, June 17, 2002
    • 1 reply
    • 1.5k views
    • 
    • RCK
    • June 18, 2002

28. Most Valuable Accrual Rate

    By Blinky the 3-eyed Fish, June 14, 2002
    • 4 replies
    • 4.1k views
    • 
    • Guest
    • June 28, 2002

29. demutualization, Trust assets & funding standards

    By Guest Keith N, June 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 13, 2002

30. Severance pay

    By Guest tonjer, June 11, 2002
    • 2 replies
    • 2.3k views
    • 
    • 401 Chaos
    • January 16, 2008

31. 412(i) Plans

    By Guest jig100, June 11, 2002
    • 12 replies
    • 2.1k views
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    • Belgarath
    • June 18, 2002

32. deduction limits for sole proprietors

    By Guest jig100, June 11, 2002
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2002

33. Implications of catch-up contributions on the general test and on safe

    By JDuns, June 6, 2002
    • 0 replies
    • 1.2k views
    • 
    • JDuns
    • June 6, 2002

34. Participant Notice?

    By Guest kjk, June 5, 2002
    • 3 replies
    • 1.9k views
    • 
    • MGB
    • June 10, 2002

35. DB plan cutback

    By alexa, June 3, 2002
    • 3 replies
    • 1.6k views
    • 
    • MGB
    • June 10, 2002

36. GATT and Reversion

    By Guest Rosalind, May 31, 2002
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • June 1, 2002

37. Accrued benefit statement upon DB accrued benefit statement upon plan

    By alexa, May 31, 2002
    • 5 replies
    • 2.1k views
    • 
    • alexa
    • June 1, 2002

38. Underfunded Plan Spinoff

    By Guest Scott McHenry, May 30, 2002
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • May 31, 2002

39. 2 month plan year - audit questions

    By JanetM, May 29, 2002
    • 4 replies
    • 2.1k views
    • 
    • JanetM
    • May 30, 2002

40. 401(a) funds to purchase state DB service credits

    By Guest dani_o, May 21, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 21, 2002

41. Deductibility

    By David, May 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • David
    • May 21, 2002

42. Fasb 35

    By abanky, May 21, 2002
    • 4 replies
    • 1.4k views
    • 
    • abanky
    • May 21, 2002

43. 1983 IAF P2000 Scale G

    By Ron Snyder, May 20, 2002
    • 6 replies
    • 2.2k views
    • 
    • David MacLennan
    • June 11, 2004

44. Retroactive Increases to Reflect EGTRRA Pay Cap

    By Guest Doug Goelz, May 20, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 22, 2002

45. GATT Rate - April?

    By Guest Keith N, May 20, 2002
    • 2 replies
    • 2.8k views
    • 
    • MGB
    • May 20, 2002

46. Form 5300 question - definition of term "benefits"

    By Guest clgenn, May 17, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 17, 2002

47. 412(i) plan recordkeeping

    By Alan Simpson, May 15, 2002
    • 15 replies
    • 2.8k views
    • 
    • Ron Snyder
    • May 28, 2002

48. Interest crediting on a Cash Balance Plan account

    By Guest meggie, May 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 15, 2002

49. Tax on 401(a) DB payments

    By Guest herronisland, May 15, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2002

50. employee communications

    By Gary, May 14, 2002
    • 11 replies
    • 3k views
    • 
    • Mike Preston
    • May 16, 2002