Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Schedule B attachments-labelling

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

2. whipsaw

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

3. 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

4. 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

5. 411(d)(6) early ret subsidy

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

6. Non-safe harbor Floor-Offset Plan

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

7. Maximum Legal Vesting Period for Part Time Employees?

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

8. Determining Top 25 for Lump Sum Restrictions

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

9. Overfunded DB

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

10. 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
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    • Guest
    • April 22, 2002

11. ERISA Funded Plans

    By Guest KNewman, April 18, 2002
    • 1 reply
    • 1.4k views
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    • mbozek
    • April 18, 2002

12. PBGC coverage

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

13. actuarial equivalence

    By Gary, April 15, 2002
    • 11 replies
    • 4.4k views
    • 
    • MGB
    • April 17, 2002

14. FAS 87 year end disclosure

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

15. Change in Death Benefits Conditions

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

16. Partnership of PCs-2 plans

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

17. Minimum Required Contribution

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

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

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

19. PBGC Schedule A

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

20. Correction for not Crediting Service?

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

21. deductibility of contribution to underfunded db plan termination

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

22. EGTRRA Technical Corrections - Keeping Old Law DB Limits

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

23. Revenue Procedure 2000-40

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

24. Substantial Owner Waivers in Plan Termination

    By mwyatt, April 2, 2002
    • 23 replies
    • 10.4k views
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    • Guest
    • April 4, 2002

25. Late Quarterly Interest Charges

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

26. owner employee within controlled group

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

27. Deductible Contribution Carryforward

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

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

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

29. need revenue ruling 84-45

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

30. Determining XRA under ERISA 4044

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

31. Change of Beneficiary & spousal waiver requirements

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

32. Top Heavy Minimum under EGTRRA

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

33. Unsettling?

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

34. 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

35. New law interest rates

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

36. New RPA range

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

37. Historic 415 Post-Separataion COLAs

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

38. Replacement for 30-year Treasury Rate?

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

39. FAP Calc stumper...

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

40. DB Plan Termination

    By Guest JimJ, March 13, 2002
    • 20 replies
    • 4.6k views
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    • david rigby
    • March 27, 2002

41. Defined Benefit for someone currently receiving retirement income

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

42. FASB valuation method

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

43. 4980 Reversion tax

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

44. Incidental Rule in Regard to Key Employee Insurance

    By Guest MJO, March 18, 2002
    • 7 replies
    • 2.8k views
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    • Mike Preston
    • March 25, 2002

45. Maximum Tax-deductible Contribution

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

46. accrued benefit under cash balance plan

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

47. Cash Balance Plan Uniformity Requirements

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

48. Lumpsum Distribution Options

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

49. Employee Returns to a tiered DB Plan

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

50. DB Plan Fees

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