Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. db pension plan

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

2. Pension Funding question?

   By Guest Hickory6, August 24, 2002
   • 22 replies
   • 4.1k views
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   • mwyatt
   • August 30, 2002

3. DB/DC Gateway question

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

4. Contributory DB Plan Involuntary Cash-outs

   By DTH, August 28, 2002
   • 3 replies
   • 1.5k views
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   • david rigby
   • August 29, 2002

5. Nondeductible Contribution

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

6. End of Year Valuation

   By Guest Marino13, August 20, 2002
   • 19 replies
   • 3.9k views
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   • MGB
   • August 23, 2002

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

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

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

   By Guest Jae, June 20, 2000
   • 35 replies
   • 5.5k views
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   • rcline46
   • August 23, 2002

9. SPD Disclosure re: Cash Balance Conversion

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

10. 404(a)(7) Question

    By Blinky the 3-eyed Fish, August 12, 2002
    • 3 replies
    • 1.4k views
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    • Mike Preston
    • August 16, 2002

11. Historic Moody's Aa Rates

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

12. Restricted Employee Calculation

    By LIBOR, January 10, 2002
    • 20 replies
    • 4.5k views
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    • AndyH
    • August 15, 2002

13. Actuarially Increasing the 415 Hi3 comp limit

    By dmb, August 13, 2002
    • 7 replies
    • 1.8k views
    • 
    • dmb
    • August 14, 2002

14. overfunded DB plan

    By David, August 2, 1999
    • 4 replies
    • 5.4k views
    • 
    • Guest
    • August 13, 2002

15. Plan-to-Plan Transfer of Assets

    By Scott, August 9, 2000
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • August 13, 2002

16. Possible "Lost" Pension

    By jpod, August 6, 2002
    • 9 replies
    • 2.1k views
    • 
    • david rigby
    • August 12, 2002

17. 415(b) Question

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

18. Plan Termination and Waiver of Benefits

    By Blinky the 3-eyed Fish, August 8, 2002
    • 0 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2002

19. Can Foreign Employees Join Qualified DB Plan?

    By Guest HarveyC, July 31, 2002
    • 5 replies
    • 2.6k views
    • 
    • IRC401
    • August 1, 2002

20. Retiree and change of annuity form

    By Guest shronesz, August 1, 2002
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 1, 2002

21. more 412(i)

    By Guest jig100, July 29, 2002
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • July 29, 2002

22. transfers amount defined benefit plans

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

23. 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

24. Termination Year Funding

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

25. withdrawing from annuity fund

    By Guest JD698, July 23, 2002
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • July 23, 2002

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

    By JDuns, July 19, 2002
    • 8 replies
    • 7.6k views
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    • Mike Preston
    • July 23, 2002

27. 412i

    By Guest rubaiyat, July 18, 2002
    • 11 replies
    • 3.3k views
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    • MGB
    • July 23, 2002

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

    By Guest merlin, July 19, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • July 23, 2002

29. Distress Termination with sufficient assets to pay guaranteed benefits

    By Guest Victoria Pelletiere, July 19, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 19, 2002

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

    By Gary, July 17, 2002
    • 2 replies
    • 1.7k views
    • 
    • Gary
    • July 18, 2002

31. Frozen Accruals In a Floor-Offset Plan

    By Guest, February 15, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 18, 2002

32. 5500 for terminated plan without Schedule B

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

33. Auditor Independence and TPA

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

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

    By Gary, July 9, 2002
    • 4 replies
    • 1.5k views
    • 
    • IRC401
    • July 16, 2002

35. severance payments on retirement - defined benefit plan?

    By EGB, July 10, 2002
    • 2 replies
    • 1.8k views
    • 
    • Ron Snyder
    • July 12, 2002

36. Vesting Upon Termination of DB Plan

    By Scott, July 11, 2002
    • 3 replies
    • 3.8k views
    • 
    • mwyatt
    • July 12, 2002

37. General Tested Plans and "Fresh Start" rules

    By AndyH, July 1, 2002
    • 8 replies
    • 3.3k views
    • 
    • AndyH
    • July 12, 2002

38. Gatt

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

39. Division of pension due to divorce

    By Gary, July 6, 2002
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • July 8, 2002

40. 401(a)(26) - any exception?

    By Lynn Campbell, December 21, 1999
    • 25 replies
    • 4.9k views
    • 
    • pookah
    • July 6, 2002

41. EGTRRA and 404 Deduction Limitations

    By Blinky the 3-eyed Fish, July 3, 2002
    • 2 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • July 5, 2002

42. In Service Distribution

    By Guest MikeMiller, June 27, 2002
    • 16 replies
    • 3.6k views
    • 
    • MGB
    • July 2, 2002

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

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

44. Most Valuable Accrual Rate

    By Blinky the 3-eyed Fish, June 14, 2002
    • 4 replies
    • 4.3k views
    • 
    • Guest
    • June 28, 2002

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

    By Guest Barbara Rozier, June 26, 2002
    • 1 reply
    • 1.6k views
    • 
    • MGB
    • June 26, 2002

46. Limitations on Current Liability Rates

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

47. Controlled group termination???

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

48. FASB discount rates

    By ishi, June 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • RCK
    • June 18, 2002

49. 412(i) Plans

    By Guest jig100, June 11, 2002
    • 12 replies
    • 2.2k views
    • 
    • Belgarath
    • June 18, 2002

50. Limit on number of insurers?

    By Guest kjk, June 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 17, 2002