Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. PBGC Schedule A

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

2. Correction for not Crediting Service?

   By Guest kjk, April 4, 2002
   • 20 replies
   • 3.5k views
   • 
   • Mike Preston
   • April 9, 2002

3. deductibility of contribution to underfunded db plan termination

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

4. EGTRRA Technical Corrections - Keeping Old Law DB Limits

   By mwyatt, April 5, 2002
   • 5 replies
   • 2.4k views
   • 
   • FAPInJax
   • April 8, 2002

5. Revenue Procedure 2000-40

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

6. Substantial Owner Waivers in Plan Termination

   By mwyatt, April 2, 2002
   • 23 replies
   • 11.2k views
   • 
   • Guest
   • April 4, 2002

7. Late Quarterly Interest Charges

   By Blinky the 3-eyed Fish, April 3, 2002
   • 6 replies
   • 2.7k views
   • 
   • mwyatt
   • April 4, 2002

8. owner employee within controlled group

   By Guest meggie, April 1, 2002
   • 7 replies
   • 2.1k views
   • 
   • AndyH
   • April 4, 2002

9. Deductible Contribution Carryforward

   By Just Me, April 1, 2002
   • 5 replies
   • 2.2k views
   • 
   • david rigby
   • April 3, 2002

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

    By Guest HarveyC, April 1, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 2, 2002

11. need revenue ruling 84-45

    By Gary, April 2, 2002
    • 3 replies
    • 3.4k views
    • 
    • mwyatt
    • April 2, 2002

12. Determining XRA under ERISA 4044

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

13. Change of Beneficiary & spousal waiver requirements

    By Guest Barge Girl, March 28, 2002
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • April 2, 2002

14. Top Heavy Minimum under EGTRRA

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

15. Unsettling?

    By joel, March 20, 2002
    • 33 replies
    • 5.4k views
    • 
    • mbozek
    • April 1, 2002

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

    By Guest LMalone, March 28, 2002
    • 17 replies
    • 3.6k views
    • 
    • mbozek
    • March 29, 2002

17. New law interest rates

    By FAPInJax, March 19, 2002
    • 7 replies
    • 2k views
    • 
    • Mike Preston
    • March 29, 2002

18. New RPA range

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

19. Historic 415 Post-Separataion COLAs

    By Guest HarveyC, February 26, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 28, 2002

20. Replacement for 30-year Treasury Rate?

    By david rigby, March 27, 2002
    • 3 replies
    • 1.6k views
    • 
    • MGB
    • March 28, 2002

21. FAP Calc stumper...

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

22. DB Plan Termination

    By Guest JimJ, March 13, 2002
    • 20 replies
    • 5.1k views
    • 
    • david rigby
    • March 27, 2002

23. Defined Benefit for someone currently receiving retirement income

    By dmb, March 26, 2002
    • 3 replies
    • 1.6k views
    • 
    • dmb
    • March 26, 2002

24. FASB valuation method

    By FAPInJax, March 25, 2002
    • 4 replies
    • 2.1k views
    • 
    • MGB
    • March 26, 2002

25. 4980 Reversion tax

    By Guest planwizard, March 25, 2002
    • 6 replies
    • 2.8k views
    • 
    • mbozek
    • March 26, 2002

26. Incidental Rule in Regard to Key Employee Insurance

    By Guest MJO, March 18, 2002
    • 7 replies
    • 3k views
    • 
    • Mike Preston
    • March 25, 2002

27. Maximum Tax-deductible Contribution

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

28. accrued benefit under cash balance plan

    By Gary, February 10, 2002
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 15, 2002

29. Cash Balance Plan Uniformity Requirements

    By Guest HarveyC, March 14, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 15, 2002

30. Lumpsum Distribution Options

    By Guest tomaney, March 11, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 12, 2002

31. Employee Returns to a tiered DB Plan

    By Dougsbpc, March 8, 2002
    • 0 replies
    • 1.5k views
    • 
    • Dougsbpc
    • March 8, 2002

32. DB Plan Fees

    By BFree, February 12, 2002
    • 10 replies
    • 2.7k views
    • 
    • mbozek
    • March 7, 2002

33. 30-Year Rate Suspension

    By mwyatt, February 18, 2002
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • March 7, 2002

34. Lump sum calc for J&50 Normal Form

    By Guest Keith N, March 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • David
    • March 6, 2002

35. Waivers of the Minimum Funding Standard

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

36. Enron

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

37. ASPA's DB-K Proposal

    By Dave Baker, March 5, 2002
    • 2 replies
    • 1.6k views
    • 
    • stephen
    • March 5, 2002

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

    By dmb, February 26, 2002
    • 4 replies
    • 1.6k views
    • 
    • dmb
    • February 27, 2002

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

    By EGB, February 22, 2002
    • 6 replies
    • 2.1k views
    • 
    • EGB
    • February 25, 2002

40. 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

41. DB Plans and Marital Interest

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

42. PBGC Coverage

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

43. Safe Harbor Floor/Offset question

    By AndyH, November 30, 2001
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • February 20, 2002

44. 204(h) Notice under EGTRRA

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

45. Permissibility of lump-sum and life annuity

    By YankeeFan, February 19, 2002
    • 5 replies
    • 2k views
    • 
    • AndyH
    • February 19, 2002

46. In service distibutions to rehired retiree

    By AndyH, February 15, 2002
    • 6 replies
    • 3.4k views
    • 
    • david rigby
    • February 15, 2002

47. limitation years

    By Belgarath, February 13, 2002
    • 12 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 15, 2002

48. Form 1099 reporting relating to PBGC transferred monies

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

49. Canadian Retirement Benefits

    By alexa, February 13, 2002
    • 2 replies
    • 1.5k views
    • 
    • alexa
    • February 13, 2002

50. GUST & EGTRRA restatements

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