Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Top Heavy Minimum under EGTRRA

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

2. Change of Beneficiary & spousal waiver requirements

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

3. 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

4. New RPA range

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

5. Replacement for 30-year Treasury Rate?

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

6. FAP Calc stumper...

   By Guest tomaney, March 27, 2002
   • 6 replies
   • 1.8k views
   • 
   • Guest
   • March 27, 2002

7. Defined Benefit for someone currently receiving retirement income

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

8. FASB valuation method

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

9. 4980 Reversion tax

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

10. Unsettling?

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

11. 420 Transfers

    By Guest EBW, March 20, 2002
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • January 9, 2003

12. Maximum Tax-deductible Contribution

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

13. New law interest rates

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

14. Incidental Rule in Regard to Key Employee Insurance

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

15. Cash Balance Plan Uniformity Requirements

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

16. DB Plan Termination

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

17. Lumpsum Distribution Options

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

18. Employee Returns to a tiered DB Plan

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

19. Lump sum calc for J&50 Normal Form

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

20. Waivers of the Minimum Funding Standard

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

21. Enron

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

22. ASPA's DB-K Proposal

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

23. 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

24. Historic 415 Post-Separataion COLAs

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

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

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

26. 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

27. DB Plans and Marital Interest

    By Guest zoom d, February 21, 2002
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • February 21, 2002

28. Permissibility of lump-sum and life annuity

    By YankeeFan, February 19, 2002
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • February 19, 2002

29. 30-Year Rate Suspension

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

30. PBGC Coverage

    By Guest Donkey Kong, February 15, 2002
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 20, 2002

31. In service distibutions to rehired retiree

    By AndyH, February 15, 2002
    • 6 replies
    • 3.2k views
    • 
    • david rigby
    • February 15, 2002

32. Form 1099 reporting relating to PBGC transferred monies

    By Guest Diane DuFresne, February 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 14, 2002

33. limitation years

    By Belgarath, February 13, 2002
    • 12 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 15, 2002

34. Canadian Retirement Benefits

    By alexa, February 13, 2002
    • 2 replies
    • 1.4k views
    • 
    • alexa
    • February 13, 2002

35. DB Plan Fees

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

36. GUST & EGTRRA restatements

    By Guest Ray Williams, February 11, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2002

37. accrued benefit under cash balance plan

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

38. comuting the accrued benefit by using a project and prorate method

    By Gary, February 10, 2002
    • 0 replies
    • 2.3k views
    • 
    • Gary
    • February 10, 2002

39. Funding after FFL

    By Guest Chamelnix, February 8, 2002
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • February 9, 2002

40. Aggregating DC for owners only with larger DB. What are the issues?

    By AndyH, February 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • February 8, 2002

41. 204(h) Notice under EGTRRA

    By Guest lisbetf, February 8, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 19, 2002

42. Prohibited Transaction

    By eilano, February 7, 2002
    • 11 replies
    • 1.8k views
    • 
    • KJohnson
    • February 8, 2002

43. New prefix for EA #

    By mwyatt, February 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • mwyatt
    • February 7, 2002

44. DB/DC Gateway question

    By AndyH, February 6, 2002
    • 6 replies
    • 3.1k views
    • 
    • Mike Preston
    • August 29, 2002

45. Demutualization Proceeds on Terminated Plans

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

46. Eliminating optional form of benefit in a DB Plan

    By Guest ablach, February 4, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • February 10, 2002

47. FAS 87 year end disclosure

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

48. Cash Balance Plan Determination Letters

    By Guest Edward McElroy, January 28, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 29, 2002

49. Annual Freezing of Accruals under a Cash Balance Plan Covering Partner

    By Guest Edward McElroy, January 24, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 25, 2002

50. Social Security Level Income Option Calculation Question

    By Guest Paula F, January 23, 2002
    • 2 replies
    • 7.5k views
    • 
    • Guest
    • January 24, 2002