Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Determination letter

   By Guest carsca, September 4, 2001
   • 4 replies
   • 1.6k views
   • 
   • Medusa
   • September 25, 2001

2. 401(a)(4) Testing of Contributory DB Plan

   By Guest Doug Goelz, September 3, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • September 3, 2001

3. actuarial equivalence under 401(a)(9)(C)(iii) per SBJPA 96

   By Guest meggie, September 3, 2001
   • 3 replies
   • 2.5k views
   • 
   • MGB
   • September 4, 2001

4. Compensation limit is retroactive

   By MGB, August 31, 2001
   • 6 replies
   • 1.8k views
   • 
   • AndyH
   • September 5, 2001

5. Accrual of Benefits after going into pay status

   By Guest Dayon, August 30, 2001
   • 2 replies
   • 2.4k views
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   • MGB
   • August 31, 2001

6. cash balance annuity conversion

   By Gary, August 30, 2001
   • 0 replies
   • 2k views
   • 
   • Gary
   • August 30, 2001

7. GUST Restatement Deadline

   By Guest pension222, August 28, 2001
   • 5 replies
   • 3k views
   • 
   • David
   • August 30, 2001

8. Funding a DC on top of a DC in a Year

   By Guest Walt Dallas, August 28, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • August 28, 2001

9. Reduction of Early Retirement Benefit

   By Guest JOSTAR1, August 25, 2001
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • August 27, 2001

10. EGTRRA & Cutbacks Under 411(d)

    By Guest nikomendy, August 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Larry M
    • August 27, 2001

11. PBGC male purchase rates

    By Gary, August 24, 2001
    • 7 replies
    • 2.2k views
    • 
    • Larry M
    • August 28, 2001

12. Interest credit for cash balance plan

    By Gary, August 22, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 23, 2001

13. Minimum Distributions in DB Plan

    By Guest CTYSON, August 22, 2001
    • 1 reply
    • 1.6k views
    • 
    • David
    • August 29, 2001

14. Comp limit under EGTRRA-retroactive?

    By AndyH, August 22, 2001
    • 8 replies
    • 2.4k views
    • 
    • MGB
    • August 22, 2001

15. Lump Sum Calculation

    By Guest mnorman, August 21, 2001
    • 12 replies
    • 3.5k views
    • 
    • david rigby
    • August 24, 2001

16. What is the dollar limit if taxes have been paid on prior DB Plan

    By Guest Roman, August 20, 2001
    • 1 reply
    • 1.5k views
    • 
    • mwyatt
    • August 20, 2001

17. What is included in Compensation

    By Guest tholbert, August 15, 2001
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • August 15, 2001

18. Benefit Form

    By Guest Richard Scheer, August 14, 2001
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • August 16, 2001

19. Defined Benefit Plan Document

    By Guest Kathleen Fouquet, August 14, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • August 15, 2001

20. Flexible Plan/Cafeteria Plan

    By Guest mwhitaker, August 9, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 9, 2001

21. Plan definition of compensation

    By Gary, August 8, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 9, 2001

22. Error on prior year Schedule B - Procedure under EFAST

    By mwyatt, August 3, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 3, 2001

23. Tax Max under IRC 404(a)(1)(D)

    By Guest meggie, August 3, 2001
    • 3 replies
    • 2k views
    • 
    • david rigby
    • August 3, 2001

24. Deductibility of Contribution of funding liability on termination of d

    By Guest Star Seeker, July 31, 2001
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • August 6, 2001

25. Post NRA accruals

    By Guest actooary, July 30, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • August 11, 2001

26. I would like to see a compilation of the most generous DB pension fund

    By jlf, July 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • jlf
    • July 28, 2001

27. Reduced PBGC Premiums not Included in EGTRRA

    By Guest pension222, July 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • July 26, 2001

28. 412(i) funding and DC Plans

    By Guest Walt Dallas, July 24, 2001
    • 11 replies
    • 1.8k views
    • 
    • Guest
    • July 26, 2001

29. Asset Management Fees

    By Guest pension222, July 23, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 23, 2001

30. Deceased Terminated Vested Employees

    By Guest meggie, July 23, 2001
    • 6 replies
    • 3.6k views
    • 
    • AndyH
    • March 24, 2005

31. RP-2000 Mortality Table

    By Guest sdolce, July 20, 2001
    • 16 replies
    • 9.6k views
    • 
    • david rigby
    • May 15, 2003

32. Terminating a defined benefit plan

    By Guest JPotosky, July 19, 2001
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • August 1, 2001

33. Calculation of Restricted/Unrestricted Amount in Underfunde DBPlan

    By Guest sdolce, July 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 19, 2001

34. DB plans integrated with Social Security

    By Guest meggie, July 17, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 18, 2001

35. Frozen DB Plans -- EGTRRA rules

    By davef, July 17, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 18, 2001

36. 415 limits

    By Guest MikeMiller, July 16, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • July 16, 2001

37. Involuntary Distributions

    By Guest mingblue, July 12, 2001
    • 4 replies
    • 1.7k views
    • 
    • RCK
    • July 16, 2001

38. Weighted Average Retirement Age on Schedule B

    By mming, July 12, 2001
    • 2 replies
    • 2.4k views
    • 
    • mming
    • July 12, 2001

39. E.A. Exams

    By Guest J. Dan Brown, July 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 11, 2001

40. Deficit Reduction Contribution

    By Guest sdolce, July 9, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • July 9, 2001

41. Steelworker Plan

    By IRC401, July 6, 2001
    • 0 replies
    • 1.3k views
    • 
    • IRC401
    • July 6, 2001

42. Excise tax on 401k contributions with an active DB plan?

    By David MacLennan, July 5, 2001
    • 0 replies
    • 2.3k views
    • 
    • David MacLennan
    • July 5, 2001

43. 415(b)

    By Guest meggie, July 5, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 11, 2001

44. dumb question re: how a lump sum value is computed

    By Guest janie, July 3, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 5, 2001

45. Frozen Initial Liability question

    By Guest MikeMiller, June 29, 2001
    • 7 replies
    • 2.5k views
    • 
    • david rigby
    • June 29, 2001

46. 5th Anniv and NRA

    By Guest Richard Scheer, June 29, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • July 2, 2001

47. actuarial increase for actives past NRA

    By Bri, June 28, 2001
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • June 29, 2001

48. Estimated Social Security Benefits

    By Guest tholbert, June 28, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • June 28, 2001

49. Cross-Tested PS w/ DB plan

    By dmb, June 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • dmb
    • June 28, 2001

50. 71 TPF&C mortality rates (male v female)

    By Gary, June 28, 2001
    • 0 replies
    • 2.5k views
    • 
    • Gary
    • June 28, 2001