Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. short plan year quarterly required contribution dates

   By Tom Poje, August 21, 2002
   • 12 replies
   • 3.4k views
   • 
   • SoCalActuary
   • December 20, 2004

2. End of Year Valuation

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

3. SPD Disclosure re: Cash Balance Conversion

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

4. Actuarially Increasing the 415 Hi3 comp limit

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

5. 404(a)(7) Question

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

6. 415(b) Question

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

7. 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

8. Possible "Lost" Pension

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

9. Missing Participants - DB Termination

   By J. Bringhurst, August 5, 2002
   • 7 replies
   • 2.8k views
   • 
   • david rigby
   • June 10, 2003

10. Retiree and change of annuity form

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

11. Can Foreign Employees Join Qualified DB Plan?

    By Guest HarveyC, July 31, 2002
    • 5 replies
    • 2.5k views
    • 
    • IRC401
    • August 1, 2002

12. more 412(i)

    By Guest jig100, July 29, 2002
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • July 29, 2002

13. transfers amount defined benefit plans

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

14. 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

15. withdrawing from annuity fund

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

16. Termination Year Funding

    By Guest FredR, July 23, 2002
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • July 24, 2002

17. 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

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

    By JDuns, July 19, 2002
    • 8 replies
    • 7.2k views
    • 
    • Mike Preston
    • July 23, 2002

19. 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

20. 412i

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

21. Deductible contributions and tax return due date

    By Guest Alison Williams, July 17, 2002
    • 13 replies
    • 6.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2003

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

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

23. Auditor Independence and TPA

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

24. Vesting Upon Termination of DB Plan

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

25. severance payments on retirement - defined benefit plan?

    By EGB, July 10, 2002
    • 2 replies
    • 1.7k views
    • 
    • Ron Snyder
    • July 12, 2002

26. 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

27. Life Insurance in DB Plan

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

28. 5500 for terminated plan without Schedule B

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

29. Division of pension due to divorce

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

30. 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

31. Gatt

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

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

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

33. General Tested Plans and "Fresh Start" rules

    By AndyH, July 1, 2002
    • 8 replies
    • 3.2k views
    • 
    • AndyH
    • July 12, 2002

34. In Service Distribution

    By Guest MikeMiller, June 27, 2002
    • 16 replies
    • 3.4k views
    • 
    • MGB
    • July 2, 2002

35. 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

36. Limitations on Current Liability Rates

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

37. Controlled group termination???

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

38. Historic Moody's Aa Rates

    By ishi, June 19, 2002
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • August 15, 2002

39. Limit on number of insurers?

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

40. FASB discount rates

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

41. Most Valuable Accrual Rate

    By Blinky the 3-eyed Fish, June 14, 2002
    • 4 replies
    • 4.2k views
    • 
    • Guest
    • June 28, 2002

42. 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

43. Severance pay

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

44. 412(i) Plans

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

45. deduction limits for sole proprietors

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

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

    By JDuns, June 6, 2002
    • 0 replies
    • 1.3k views
    • 
    • JDuns
    • June 6, 2002

47. Participant Notice?

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

48. DB plan cutback

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

49. GATT and Reversion

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

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

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