Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. severance payments on retirement - defined benefit plan?

   By EGB, July 10, 2002
   • 2 replies
   • 1.9k views
   • 
   • Ron Snyder
   • July 12, 2002

2. Vesting Upon Termination of DB Plan

   By Scott, July 11, 2002
   • 3 replies
   • 4.1k views
   • 
   • mwyatt
   • July 12, 2002

3. General Tested Plans and "Fresh Start" rules

   By AndyH, July 1, 2002
   • 8 replies
   • 3.6k views
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   • AndyH
   • July 12, 2002

4. Gatt

   By Guest kjk, July 3, 2002
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • July 9, 2002

5. Division of pension due to divorce

   By Gary, July 6, 2002
   • 2 replies
   • 1.9k views
   • 
   • Mike Preston
   • July 8, 2002

6. 401(a)(26) - any exception?

   By Lynn Campbell, December 21, 1999
   • 25 replies
   • 5.6k views
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   • pookah
   • July 6, 2002

7. EGTRRA and 404 Deduction Limitations

   By Blinky the 3-eyed Fish, July 3, 2002
   • 2 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • July 5, 2002

8. In Service Distribution

   By Guest MikeMiller, June 27, 2002
   • 16 replies
   • 4k views
   • 
   • MGB
   • July 2, 2002

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

   By SMB, July 1, 2002
   • 1 reply
   • 1.6k views
   • 
   • MGB
   • July 1, 2002

10. Most Valuable Accrual Rate

    By Blinky the 3-eyed Fish, June 14, 2002
    • 4 replies
    • 4.6k views
    • 
    • Guest
    • June 28, 2002

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

    By Guest Barbara Rozier, June 26, 2002
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • June 26, 2002

12. Limitations on Current Liability Rates

    By MGB, June 24, 2002
    • 2 replies
    • 2.1k views
    • 
    • MGB
    • June 25, 2002

13. Controlled group termination???

    By FAPInJax, June 21, 2002
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • June 21, 2002

14. FASB discount rates

    By ishi, June 17, 2002
    • 1 reply
    • 1.7k views
    • 
    • RCK
    • June 18, 2002

15. 412(i) Plans

    By Guest jig100, June 11, 2002
    • 12 replies
    • 2.5k views
    • 
    • Belgarath
    • June 18, 2002

16. Limit on number of insurers?

    By Guest kjk, June 17, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 17, 2002

17. Underfunded DB Plan/Payment of Unrestricted Amount

    By Guest, May 17, 2001
    • 11 replies
    • 3.1k views
    • 
    • Guest
    • June 17, 2002

18. demutualization, Trust assets & funding standards

    By Guest Keith N, June 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 13, 2002

19. deduction limits for sole proprietors

    By Guest jig100, June 11, 2002
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2002

20. DB plan cutback

    By alexa, June 3, 2002
    • 3 replies
    • 1.8k views
    • 
    • MGB
    • June 10, 2002

21. Participant Notice?

    By Guest kjk, June 5, 2002
    • 3 replies
    • 2.1k views
    • 
    • MGB
    • June 10, 2002

22. Early Retirement Windows

    By david rigby, May 22, 2000
    • 5 replies
    • 6.2k views
    • 
    • card
    • June 10, 2002

23. Demutualization Proceeds on Terminated Plans

    By MGB, February 5, 2002
    • 10 replies
    • 4.5k views
    • 
    • Guest
    • June 7, 2002

24. Transition to GATT lump sums

    By nancy, December 29, 1999
    • 34 replies
    • 7.8k views
    • 
    • Blinky the 3-eyed Fish
    • June 7, 2002

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

    By JDuns, June 6, 2002
    • 0 replies
    • 1.4k views
    • 
    • JDuns
    • June 6, 2002

26. GATT and Reversion

    By Guest Rosalind, May 31, 2002
    • 7 replies
    • 2.7k views
    • 
    • Mike Preston
    • June 1, 2002

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

    By alexa, May 31, 2002
    • 5 replies
    • 2.3k views
    • 
    • alexa
    • June 1, 2002

28. Underfunded Plan Spinoff

    By Guest Scott McHenry, May 30, 2002
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • May 31, 2002

29. 2 month plan year - audit questions

    By JanetM, May 29, 2002
    • 4 replies
    • 2.4k views
    • 
    • JanetM
    • May 30, 2002

30. 412(i) plan recordkeeping

    By Alan Simpson, May 15, 2002
    • 15 replies
    • 3.2k views
    • 
    • Ron Snyder
    • May 28, 2002

31. Retroactive Increases to Reflect EGTRRA Pay Cap

    By Guest Doug Goelz, May 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 22, 2002

32. 401(a) funds to purchase state DB service credits

    By Guest dani_o, May 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 21, 2002

33. Fasb 35

    By abanky, May 21, 2002
    • 4 replies
    • 1.7k views
    • 
    • abanky
    • May 21, 2002

34. Deductibility

    By David, May 21, 2002
    • 0 replies
    • 1.4k views
    • 
    • David
    • May 21, 2002

35. GATT Rate - April?

    By Guest Keith N, May 20, 2002
    • 2 replies
    • 3.3k views
    • 
    • MGB
    • May 20, 2002

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

    By Guest clgenn, May 17, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 17, 2002

37. Tax on 401(a) DB payments

    By Guest herronisland, May 15, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 16, 2002

38. employee communications

    By Gary, May 14, 2002
    • 11 replies
    • 3.6k views
    • 
    • Mike Preston
    • May 16, 2002

39. Interest crediting on a Cash Balance Plan account

    By Guest meggie, May 15, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 15, 2002

40. Maximum Permissible Contribution

    By Guest MikeMiller, May 13, 2002
    • 6 replies
    • 2.1k views
    • 
    • Mike Preston
    • May 14, 2002

41. Change Funding Method - Automatic Approval

    By Guest Scott McHenry, May 9, 2002
    • 1 reply
    • 2k views
    • 
    • MGB
    • May 9, 2002

42. FRS 17 - new UK accounting standard

    By JanetM, May 8, 2002
    • 0 replies
    • 1.5k views
    • 
    • JanetM
    • May 8, 2002

43. Equation of Balance

    By Guest MikeMiller, May 6, 2002
    • 8 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 7, 2002

44. EGTRRA Deduction For Terminating Plan

    By Guest merlin, May 7, 2002
    • 1 reply
    • 1.6k views
    • 
    • MGB
    • May 7, 2002

45. Multiemployer - delinquency funds

    By Guest Keith N, May 3, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 4, 2002

46. pension contributions during chapter 11 (reorganization) bankruptcy

    By Guest kkesq, May 1, 2002
    • 5 replies
    • 3.2k views
    • 
    • pjkoehler
    • May 3, 2002

47. Modified Aggregate Funding

    By Guest MikeMiller, May 3, 2002
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 3, 2002

48. Change in funding method

    By FAPInJax, May 1, 2002
    • 5 replies
    • 2.6k views
    • 
    • FAPInJax
    • May 2, 2002

49. Schedule B attachments-labelling

    By AndyH, May 15, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • May 1, 2002

50. whipsaw

    By Gary, April 30, 2002
    • 6 replies
    • 2.8k views
    • 
    • mbozek
    • May 1, 2002