Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

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

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

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

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

3. Terminating a defined benefit plan

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

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

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

5. Reduced PBGC Premiums not Included in EGTRRA

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

6. 412(i) funding and DC Plans

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

7. Asset Management Fees

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

8. Calculation of Restricted/Unrestricted Amount in Underfunde DBPlan

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

9. Frozen DB Plans -- EGTRRA rules

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

10. DB plans integrated with Social Security

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

11. Involuntary Distributions

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

12. 415 limits

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

13. Weighted Average Retirement Age on Schedule B

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

14. Top Heavy DB/DC & Excluded EE

    By David, June 27, 2001
    • 9 replies
    • 1.9k views
    • 
    • David
    • July 12, 2001

15. 415(b)

    By Guest meggie, July 5, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 11, 2001

16. E.A. Exams

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

17. Deficit Reduction Contribution

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

18. Steelworker Plan

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

19. Lump sum - pv of immediate or deferred benefit?

    By Gary, April 19, 2001
    • 11 replies
    • 8.1k views
    • 
    • Gary
    • July 5, 2001

20. GATT Rates

    By Guest 4sachmo, June 27, 2001
    • 9 replies
    • 5.7k views
    • 
    • david rigby
    • July 5, 2001

21. 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

22. 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

23. 5th Anniv and NRA

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

24. actuarial increase for actives past NRA

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

25. Frozen Initial Liability question

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

26. Estimated Social Security Benefits

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

27. Suspension of benefits notification

    By Gary, June 27, 2001
    • 5 replies
    • 3.5k views
    • 
    • MGB
    • June 28, 2001

28. Cross-Tested PS w/ DB plan

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

29. 71 TPF&C mortality rates (male v female)

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

30. W-2 Retirement Plan Box

    By RCK, June 25, 2001
    • 14 replies
    • 7.1k views
    • 
    • RCK
    • June 27, 2001

31. Correction of misallocation of assets when dividing a master trust

    By JDuns, June 27, 2001
    • 0 replies
    • 1.6k views
    • 
    • JDuns
    • June 27, 2001

32. Summary Plan Descriptions

    By Guest 4sachmo, June 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 26, 2001

33. New law limitations applied to FYE 6/30/01

    By Guest sam w, June 22, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 22, 2001

34. Double Deduction

    By Guest bippy, June 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • June 22, 2001

35. Top Heavy Determination

    By Guest pension222, June 21, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 21, 2001

36. Effective date of new 415 limits

    By AndyH, May 31, 2001
    • 12 replies
    • 2.7k views
    • 
    • David MacLennan
    • June 19, 2001

37. PBGC lump sum, 411(d)(6)

    By Gary, June 18, 2001
    • 6 replies
    • 2.1k views
    • 
    • Gary
    • June 18, 2001

38. Top Heavy Testing Calculation

    By Guest Donkey Kong, June 4, 2001
    • 4 replies
    • 4.4k views
    • 
    • AndyH
    • June 11, 2001

39. present value of nonqualified DB benefit for FICA tax

    By Guest Keith N, June 8, 2001
    • 7 replies
    • 3k views
    • 
    • Guest
    • June 11, 2001

40. Pooling of sick leave credit for use by other plan participants

    By EGB, June 5, 2001
    • 2 replies
    • 1.5k views
    • 
    • Larry M
    • June 7, 2001

41. Gatt Rares

    By Guest Gerald Goode, June 6, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • June 6, 2001

42. Divorce forces PBGC coverage?

    By David MacLennan, June 4, 2001
    • 0 replies
    • 1.6k views
    • 
    • David MacLennan
    • June 4, 2001

43. calling mgb, what about reverting to old law??

    By Guest Keith N, May 31, 2001
    • 2 replies
    • 2.1k views
    • 
    • MGB
    • June 2, 2001

44. Benefit Surveys

    By Guest JimmyP, June 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2001

45. 412(i) funding

    By Guest Walt Dallas, May 25, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 1, 2001

46. Funding Deficiency

    By david rigby, June 1, 2001
    • 5 replies
    • 2.8k views
    • 
    • AndyH
    • June 1, 2001

47. improper contributions

    By k man, May 24, 2001
    • 3 replies
    • 1.6k views
    • 
    • k man
    • May 29, 2001

48. Single employer plan to multiemployer plan transfer

    By Guest pension222, May 21, 2001
    • 9 replies
    • 4.8k views
    • 
    • KJohnson
    • May 25, 2001

49. Reduction of benefit payable at age 65 (NRA)?

    By Gary, May 21, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • May 25, 2001

50. Is there a technique for using excess pension assets to pay for group

    By Guest Ted H Munice, May 24, 2001
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • May 24, 2001