Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Average Annual Comp. - Change in Plan Year

   By smm, October 10, 2001
   • 1 reply
   • 1.8k views
   • 
   • david rigby
   • October 10, 2001

2. 412i and 401(h)

   By Guest NPaleveda, October 10, 2001
   • 1 reply
   • 1.6k views
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   • rcline46
   • October 10, 2001

3. 415e

   By Guest billy bong, October 9, 2001
   • 3 replies
   • 1.9k views
   • 
   • david rigby
   • October 9, 2001

4. 412i plans

   By Guest NPaleveda, October 8, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • October 8, 2001

5. Fully Insured Plans-412i

   By Guest NPaleveda, October 2, 2001
   • 3 replies
   • 1.7k views
   • 
   • Belgarath
   • October 5, 2001

6. Actuarial Assumptions & Early Ret. Subsidies

   By LIBOR, October 4, 2001
   • 2 replies
   • 1.9k views
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   • david rigby
   • October 4, 2001

7. Confidentiality of Retirement Benefits

   By Guest Ella, October 3, 2001
   • 0 replies
   • 1.6k views
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   • Guest
   • October 3, 2001

8. Products Marketed to DB plans

   By Guest edemby, September 28, 2001
   • 1 reply
   • 1.5k views
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   • david rigby
   • September 28, 2001

9. Cash Balance Court Case

   By Guest JimmyP, September 28, 2001
   • 3 replies
   • 1.6k views
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   • MGB
   • September 28, 2001

10. Moody's Aaa Bond rates for lump sum

    By Gary, September 28, 2001
    • 2 replies
    • 1.7k views
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    • Guest
    • September 28, 2001

11. 71 TPF&C moprtality table

    By Gary, September 27, 2001
    • 3 replies
    • 2.4k views
    • 
    • MGB
    • September 27, 2001

12. Cash Balance Plan - Court Case

    By david rigby, September 27, 2001
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • September 27, 2001

13. Flat Benefit Safe Harbor with Top Heavy Accruals

    By Guest sdolce, September 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • FAPInJax
    • September 27, 2001

14. Final Average Salary

    By Guest Richard Scheer, September 25, 2001
    • 12 replies
    • 4.1k views
    • 
    • Guest
    • September 26, 2001

15. Determination letter

    By Guest carsca, September 4, 2001
    • 4 replies
    • 1.8k views
    • 
    • Medusa
    • September 25, 2001

16. Wtc

    By Guest Laura, September 24, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 25, 2001

17. Embezzlement and Minimum Funding

    By Guest sdolce, September 13, 2001
    • 3 replies
    • 1.8k views
    • 
    • AndyH
    • September 24, 2001

18. Prudential Demutualization

    By card, September 21, 2001
    • 4 replies
    • 3.3k views
    • 
    • card
    • September 22, 2001

19. Suspension of Benefits

    By Guest sdolce, September 20, 2001
    • 5 replies
    • 3k views
    • 
    • david rigby
    • September 21, 2001

20. Different Benefits For HCES

    By Guest sdolce, September 13, 2001
    • 3 replies
    • 2.1k views
    • 
    • RCK
    • September 21, 2001

21. Minimum funding due date 9/15 or 9/17?

    By AndyH, September 13, 2001
    • 11 replies
    • 4k views
    • 
    • david rigby
    • September 17, 2001

22. Plan formula different from document

    By Guest Jim Hunzelman, September 13, 2001
    • 4 replies
    • 2k views
    • 
    • Belgarath
    • September 14, 2001

23. Transition Credits and Non-Discrimination

    By Guest JimmyP, September 7, 2001
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • September 7, 2001

24. PBGC premium

    By david rigby, September 4, 2001
    • 1 reply
    • 1.9k views
    • 
    • RCK
    • September 5, 2001

25. Compensation limit is retroactive

    By MGB, August 31, 2001
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • September 5, 2001

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

    By Guest meggie, September 3, 2001
    • 3 replies
    • 2.8k views
    • 
    • MGB
    • September 4, 2001

27. 401(a)(4) Testing of Contributory DB Plan

    By Guest Doug Goelz, September 3, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 3, 2001

28. Accrual of Benefits after going into pay status

    By Guest Dayon, August 30, 2001
    • 2 replies
    • 2.6k views
    • 
    • MGB
    • August 31, 2001

29. cash balance annuity conversion

    By Gary, August 30, 2001
    • 0 replies
    • 2.2k views
    • 
    • Gary
    • August 30, 2001

30. GUST Restatement Deadline

    By Guest pension222, August 28, 2001
    • 5 replies
    • 3.3k views
    • 
    • David
    • August 30, 2001

31. Minimum Distributions in DB Plan

    By Guest CTYSON, August 22, 2001
    • 1 reply
    • 1.8k views
    • 
    • David
    • August 29, 2001

32. PBGC male purchase rates

    By Gary, August 24, 2001
    • 7 replies
    • 2.6k views
    • 
    • Larry M
    • August 28, 2001

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

    By Guest Walt Dallas, August 28, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 28, 2001

34. EGTRRA & Cutbacks Under 411(d)

    By Guest nikomendy, August 25, 2001
    • 1 reply
    • 1.7k views
    • 
    • Larry M
    • August 27, 2001

35. Reduction of Early Retirement Benefit

    By Guest JOSTAR1, August 25, 2001
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • August 27, 2001

36. Lump Sum Calculation

    By Guest mnorman, August 21, 2001
    • 12 replies
    • 5.4k views
    • 
    • david rigby
    • August 24, 2001

37. Interest credit for cash balance plan

    By Gary, August 22, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 23, 2001

38. Comp limit under EGTRRA-retroactive?

    By AndyH, August 22, 2001
    • 8 replies
    • 2.6k views
    • 
    • MGB
    • August 22, 2001

39. Interpretation of act. equiv. mortality table

    By Gary, April 27, 2000
    • 6 replies
    • 2.7k views
    • 
    • Larry M
    • August 21, 2001

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

    By Guest Roman, August 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • mwyatt
    • August 20, 2001

41. Benefit Form

    By Guest Richard Scheer, August 14, 2001
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • August 16, 2001

42. What is included in Compensation

    By Guest tholbert, August 15, 2001
    • 3 replies
    • 2.4k views
    • 
    • david rigby
    • August 15, 2001

43. Defined Benefit Plan Document

    By Guest Kathleen Fouquet, August 14, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 15, 2001

44. Funding deficiency consequences

    By richard, January 12, 2001
    • 5 replies
    • 4k views
    • 
    • david rigby
    • August 13, 2001

45. Post NRA accruals

    By Guest actooary, July 30, 2001
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 11, 2001

46. Flexible Plan/Cafeteria Plan

    By Guest mwhitaker, August 9, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 9, 2001

47. Plan definition of compensation

    By Gary, August 8, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 9, 2001

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

    By Guest Star Seeker, July 31, 2001
    • 11 replies
    • 2.6k views
    • 
    • Guest
    • August 6, 2001

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

    By Guest meggie, August 3, 2001
    • 3 replies
    • 2.4k views
    • 
    • david rigby
    • August 3, 2001

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

    By mwyatt, August 3, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 3, 2001