Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Most Valuable Accrual Rate

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

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

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

3. Limitations on Current Liability Rates

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

4. Controlled group termination???

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

5. FASB discount rates

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

6. 412(i) Plans

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

7. Limit on number of insurers?

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

8. Underfunded DB Plan/Payment of Unrestricted Amount

   By Guest, May 17, 2001
   • 11 replies
   • 2.8k views
   • 
   • Guest
   • June 17, 2002

9. 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

10. deduction limits for sole proprietors

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

11. DB plan cutback

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

12. Participant Notice?

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

13. Early Retirement Windows

    By david rigby, May 22, 2000
    • 5 replies
    • 5.8k views
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    • card
    • June 10, 2002

14. Demutualization Proceeds on Terminated Plans

    By MGB, February 5, 2002
    • 10 replies
    • 4k views
    • 
    • Guest
    • June 7, 2002

15. Transition to GATT lump sums

    By nancy, December 29, 1999
    • 34 replies
    • 7k views
    • 
    • Blinky the 3-eyed Fish
    • June 7, 2002

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

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

17. GATT and Reversion

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

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

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

19. Underfunded Plan Spinoff

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

20. 2 month plan year - audit questions

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

21. 412(i) plan recordkeeping

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

22. Retroactive Increases to Reflect EGTRRA Pay Cap

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

23. 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

24. Fasb 35

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

25. Deductibility

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

26. GATT Rate - April?

    By Guest Keith N, May 20, 2002
    • 2 replies
    • 2.9k views
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    • MGB
    • May 20, 2002

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

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

28. Tax on 401(a) DB payments

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

29. employee communications

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

30. Interest crediting on a Cash Balance Plan account

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

31. Maximum Permissible Contribution

    By Guest MikeMiller, May 13, 2002
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 14, 2002

32. Change Funding Method - Automatic Approval

    By Guest Scott McHenry, May 9, 2002
    • 1 reply
    • 1.8k views
    • 
    • MGB
    • May 9, 2002

33. FRS 17 - new UK accounting standard

    By JanetM, May 8, 2002
    • 0 replies
    • 1.4k views
    • 
    • JanetM
    • May 8, 2002

34. Equation of Balance

    By Guest MikeMiller, May 6, 2002
    • 8 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 7, 2002

35. EGTRRA Deduction For Terminating Plan

    By Guest merlin, May 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • May 7, 2002

36. Multiemployer - delinquency funds

    By Guest Keith N, May 3, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 4, 2002

37. pension contributions during chapter 11 (reorganization) bankruptcy

    By Guest kkesq, May 1, 2002
    • 5 replies
    • 2.4k views
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    • pjkoehler
    • May 3, 2002

38. Modified Aggregate Funding

    By Guest MikeMiller, May 3, 2002
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2002

39. Change in funding method

    By FAPInJax, May 1, 2002
    • 5 replies
    • 2.3k views
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    • FAPInJax
    • May 2, 2002

40. Schedule B attachments-labelling

    By AndyH, May 15, 2001
    • 4 replies
    • 1.8k views
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    • Guest
    • May 1, 2002

41. whipsaw

    By Gary, April 30, 2002
    • 6 replies
    • 2.4k views
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    • mbozek
    • May 1, 2002

42. FASB 87 and end of year valuations

    By FAPInJax, May 1, 2002
    • 0 replies
    • 1.3k views
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    • FAPInJax
    • May 1, 2002

43. What are some of the typical cost of living adjustment (COLA) methods

    By PMC, October 18, 2000
    • 12 replies
    • 2.8k views
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    • Mike Preston
    • May 1, 2002

44. 411(d)(6) early ret subsidy

    By Gary, April 30, 2002
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • April 30, 2002

45. Non-safe harbor Floor-Offset Plan

    By Guest merlin, April 25, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 29, 2002

46. Maximum Legal Vesting Period for Part Time Employees?

    By Guest Cindy00000000, April 26, 2002
    • 3 replies
    • 4k views
    • 
    • david rigby
    • April 26, 2002

47. Determining Top 25 for Lump Sum Restrictions

    By Guest David M, April 25, 2002
    • 1 reply
    • 2.7k views
    • 
    • MGB
    • April 25, 2002

48. Overfunded DB

    By k man, April 19, 2002
    • 14 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 23, 2002

49. Aggregate DB and DC for 401(a)(4) and 410(b)-What are the issues?

    By AndyH, April 19, 2002
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • April 22, 2002

50. ERISA Funded Plans

    By Guest KNewman, April 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • April 18, 2002