Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. Overfunded DB

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

2. 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

3. ERISA Funded Plans

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

4. PBGC coverage

   By Guest Rae, April 17, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • April 18, 2002

5. actuarial equivalence

   By Gary, April 15, 2002
   • 11 replies
   • 4.3k views
   • 
   • MGB
   • April 17, 2002

6. FAS 87 year end disclosure

   By Guest lisbetf, January 29, 2002
   • 8 replies
   • 3.3k views
   • 
   • Guest
   • April 17, 2002

7. Change in Death Benefits Conditions

   By Guest kredlin, April 15, 2002
   • 7 replies
   • 2.2k views
   • 
   • david rigby
   • April 16, 2002

8. Partnership of PCs-2 plans

   By Guest rickw, April 15, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • April 15, 2002

9. Minimum Required Contribution

   By Guest MikeMiller, April 12, 2002
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • April 12, 2002

10. For defined benefit plans, what is a typical pay credit percentage per

    By Guest SBritten, April 8, 2002
    • 4 replies
    • 1.5k views
    • 
    • RCK
    • April 11, 2002

11. PBGC Schedule A

    By Guest MikeMiller, April 11, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • April 11, 2002

12. Correction for not Crediting Service?

    By Guest kjk, April 4, 2002
    • 20 replies
    • 3.2k views
    • 
    • Mike Preston
    • April 9, 2002

13. deductibility of contribution to underfunded db plan termination

    By Guest joe22, April 8, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 8, 2002

14. EGTRRA Technical Corrections - Keeping Old Law DB Limits

    By mwyatt, April 5, 2002
    • 5 replies
    • 2.2k views
    • 
    • FAPInJax
    • April 8, 2002

15. Revenue Procedure 2000-40

    By david rigby, April 4, 2002
    • 0 replies
    • 1.9k views
    • 
    • david rigby
    • April 4, 2002

16. Substantial Owner Waivers in Plan Termination

    By mwyatt, April 2, 2002
    • 23 replies
    • 10.3k views
    • 
    • Guest
    • April 4, 2002

17. Late Quarterly Interest Charges

    By Blinky the 3-eyed Fish, April 3, 2002
    • 6 replies
    • 2.6k views
    • 
    • mwyatt
    • April 4, 2002

18. owner employee within controlled group

    By Guest meggie, April 1, 2002
    • 7 replies
    • 2k views
    • 
    • AndyH
    • April 4, 2002

19. Deductible Contribution Carryforward

    By Just Me, April 1, 2002
    • 5 replies
    • 2.1k views
    • 
    • david rigby
    • April 3, 2002

20. XRA for reporting liabs if > $50M UVB

    By Guest HarveyC, April 1, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 2, 2002

21. need revenue ruling 84-45

    By Gary, April 2, 2002
    • 3 replies
    • 3.3k views
    • 
    • mwyatt
    • April 2, 2002

22. Determining XRA under ERISA 4044

    By Guest HarveyC, April 1, 2002
    • 1 reply
    • 2.2k views
    • 
    • MGB
    • April 2, 2002

23. Change of Beneficiary & spousal waiver requirements

    By Guest Barge Girl, March 28, 2002
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • April 2, 2002

24. Top Heavy Minimum under EGTRRA

    By AndyH, March 29, 2002
    • 4 replies
    • 1.7k views
    • 
    • AndyH
    • April 1, 2002

25. Unsettling?

    By joel, March 20, 2002
    • 33 replies
    • 4.8k views
    • 
    • mbozek
    • April 1, 2002

26. Survivor benefits when employee terminated prior to REA and died this

    By Guest LMalone, March 28, 2002
    • 17 replies
    • 3.3k views
    • 
    • mbozek
    • March 29, 2002

27. New law interest rates

    By FAPInJax, March 19, 2002
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 29, 2002

28. New RPA range

    By Guest Chamelnix, March 28, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 28, 2002

29. Historic 415 Post-Separataion COLAs

    By Guest HarveyC, February 26, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 28, 2002

30. Replacement for 30-year Treasury Rate?

    By david rigby, March 27, 2002
    • 3 replies
    • 1.5k views
    • 
    • MGB
    • March 28, 2002

31. FAP Calc stumper...

    By Guest tomaney, March 27, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • March 27, 2002

32. DB Plan Termination

    By Guest JimJ, March 13, 2002
    • 20 replies
    • 4.5k views
    • 
    • david rigby
    • March 27, 2002

33. Defined Benefit for someone currently receiving retirement income

    By dmb, March 26, 2002
    • 3 replies
    • 1.5k views
    • 
    • dmb
    • March 26, 2002

34. FASB valuation method

    By FAPInJax, March 25, 2002
    • 4 replies
    • 2k views
    • 
    • MGB
    • March 26, 2002

35. 4980 Reversion tax

    By Guest planwizard, March 25, 2002
    • 6 replies
    • 2.6k views
    • 
    • mbozek
    • March 26, 2002

36. Incidental Rule in Regard to Key Employee Insurance

    By Guest MJO, March 18, 2002
    • 7 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 25, 2002

37. Maximum Tax-deductible Contribution

    By Guest Beth Wright, March 20, 2002
    • 6 replies
    • 3k views
    • 
    • Guest
    • March 20, 2002

38. accrued benefit under cash balance plan

    By Gary, February 10, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 15, 2002

39. Cash Balance Plan Uniformity Requirements

    By Guest HarveyC, March 14, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 15, 2002

40. Lumpsum Distribution Options

    By Guest tomaney, March 11, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 12, 2002

41. Employee Returns to a tiered DB Plan

    By Dougsbpc, March 8, 2002
    • 0 replies
    • 1.4k views
    • 
    • Dougsbpc
    • March 8, 2002

42. DB Plan Fees

    By BFree, February 12, 2002
    • 10 replies
    • 2.5k views
    • 
    • mbozek
    • March 7, 2002

43. 30-Year Rate Suspension

    By mwyatt, February 18, 2002
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • March 7, 2002

44. Lump sum calc for J&50 Normal Form

    By Guest Keith N, March 6, 2002
    • 2 replies
    • 1.7k views
    • 
    • David
    • March 6, 2002

45. Waivers of the Minimum Funding Standard

    By jwallace, March 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 6, 2002

46. Enron

    By IRC401, March 6, 2002
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • March 6, 2002

47. ASPA's DB-K Proposal

    By Dave Baker, March 5, 2002
    • 2 replies
    • 1.5k views
    • 
    • stephen
    • March 5, 2002

48. Cash Balance Plan on top of 401k w/ X-tested PS plan

    By dmb, February 26, 2002
    • 4 replies
    • 1.5k views
    • 
    • dmb
    • February 27, 2002

49. use of EGTRRA 401(a)(17) limit in frozen DB Plan

    By EGB, February 22, 2002
    • 6 replies
    • 2k views
    • 
    • EGB
    • February 25, 2002

50. 410(b) For 401(l) Plan With Frozen Service But Has Pay Indexation

    By Guest Paula F, February 22, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 22, 2002