Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Top Heavy DB/DC & Excluded EE

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

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

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

3. Suspension of benefits notification

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

4. GATT Rates

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

5. Summary Plan Descriptions

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

6. W-2 Retirement Plan Box

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

7. 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

8. Double Deduction

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

9. Top Heavy Determination

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

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

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

11. Early Retirement Subsidy Upon Plan Termination

    By Guest amboyd, June 14, 2001
    • 15 replies
    • 6.5k views
    • 
    • Guest
    • December 28, 2010

12. present value of nonqualified DB benefit for FICA tax

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

13. Gatt Rares

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

14. 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

15. Divorce forces PBGC coverage?

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

16. Top Heavy Testing Calculation

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

17. Benefit Surveys

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

18. Funding Deficiency

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

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

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

20. Effective date of new 415 limits

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

21. 412(i) funding

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

22. 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

23. improper contributions

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

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

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

25. Single employer plan to multiemployer plan transfer

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

26. Suspension of Benefits Notification

    By Gary, May 17, 2001
    • 4 replies
    • 3.1k views
    • 
    • MGB
    • May 18, 2001

27. Transferring benefits from a defined benefit plan to a defined contrib

    By Guest nlepk, May 17, 2001
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • May 17, 2001

28. Underfunded DB Plan/Payment of Unrestricted Amount

    By Guest, May 17, 2001
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • June 17, 2002

29. Yearly annuity to lump sum conversion multipliers for any interest rat

    By Guest cff, May 16, 2001
    • 7 replies
    • 3.5k views
    • 
    • Gary
    • May 23, 2001

30. De minimis difference in compensation under 1.414(s)-1(d)(3)(i)

    By Guest pension222, May 16, 2001
    • 2 replies
    • 2.3k views
    • 
    • actuarysmith
    • May 21, 2001

31. Schedule B attachments-labelling

    By AndyH, May 15, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 1, 2002

32. Suspension of benefits notification

    By Gary, May 11, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • May 11, 2001

33. FICA wages used for SSLI payment option

    By Guest nic, May 9, 2001
    • 1 reply
    • 1.8k views
    • 
    • RCK
    • May 9, 2001

34. Looking for 1983 GAM Table

    By Guest asonneberg, May 7, 2001
    • 3 replies
    • 4k views
    • 
    • david rigby
    • May 8, 2001

35. Can HCE owners contribute fully to a new Savings 401k while taking ful

    By Guest Osmond Baptist, May 4, 2001
    • 7 replies
    • 2.3k views
    • 
    • IRC401
    • May 21, 2001

36. minimum distribution after termination

    By Guest Ellen Anselm, May 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • May 4, 2001

37. Does the DOL agree that adopting a "safe harbor" interest ra

    By JDuns, May 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • Gary
    • May 7, 2001

38. Remedy for active employee who discovers error in accrued benefit.

    By Gary, May 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • May 3, 2001

39. Does this offset plan appear to pass 411?

    By Gary, May 3, 2001
    • 12 replies
    • 2.5k views
    • 
    • Alonzo
    • May 8, 2001

40. Can nondeductible quarterly contributions be returned to the employer?

    By Guest pension222, May 3, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2001

41. Which governs, frozen accrued benefit or indexed 415 Dollar Limit?

    By David MacLennan, April 30, 2001
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • May 3, 2001

42. what is the scope of the 411(d)(6) relief granted for switching from P

    By Guest janie, April 27, 2001
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • May 3, 2001

43. gatt tables

    By Guest chuck, April 27, 2001
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • April 27, 2001

44. Can a new Plan have a Short Year End?

    By Guest C.Wendt, April 25, 2001
    • 1 reply
    • 1.4k views
    • 
    • wmyer
    • April 25, 2001

45. Do Money Purchase Plans suffer from age discrimiantion?

    By Guest jbruggeman, April 25, 2001
    • 14 replies
    • 2.5k views
    • 
    • david rigby
    • May 5, 2001

46. can key EE's waive out to satisfy minimum funding - another winner of

    By Guest TracyAndrews, April 24, 2001
    • 5 replies
    • 1.8k views
    • 
    • IRC401
    • April 29, 2001

47. electing lump sum or annuity

    By Guest schlender, April 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 24, 2001

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

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

49. Max/ Min contributions for terminating DB plan.

    By actuarysmith, April 18, 2001
    • 6 replies
    • 1.8k views
    • 
    • David MacLennan
    • April 19, 2001

50. What is protected when the benefit is based on social security covere

    By Guest meggie, April 17, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • April 19, 2001