Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Participant Waivers of Unfunded Benefits

   By Guest Ed F, January 25, 2000
   • 5 replies
   • 2.5k views
   • 
   • Guest
   • April 16, 2001

2. How do you calculate the covered compensation amount that is used in a

   By Guest M. Fox, April 9, 2001
   • 9 replies
   • 18.7k views
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   • david rigby
   • April 10, 2001

3. Can a 412i plan have a plan loan provision? DB Money Purchas Plans pla

   By Guest NPaleveda, April 7, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • April 9, 2001

4. Can a 412i plan intergrate social security-is there a program that run

   By Guest NPaleveda, April 7, 2001
   • 1 reply
   • 1.5k views
   • 
   • Lorraine Dorsa
   • April 9, 2001

5. IRS Audit Checklist

   By Guest meggie, April 6, 2001
   • 1 reply
   • 2.3k views
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   • david rigby
   • April 6, 2001

6. Has anyone an opinin on or experience with converting a 412i into a tr

   By Guest NPaleveda, April 6, 2001
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • April 6, 2001

7. Anti-Cutback Rules as applied to DB Plans?

   By Guest Mike Pazzo, April 4, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • April 5, 2001

8. Where do i find the 1970 GA Mortality table. ?

   By Guest J. Dan Brown, March 29, 2001
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • April 4, 2001

9. Net Sch C = $0

   By David, April 2, 2001
   • 2 replies
   • 1.5k views
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   • Kristina
   • April 2, 2001

10. Can a terminated employee who was in a DB plan rollover his funds into

    By Guest Tara Curran, November 21, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • April 1, 2001

11. Does anyone know of a good program that generates actuarial conversion

    By Guest Ted H Munice, March 27, 2001
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 30, 2001

12. Vesting credit for partial year of employment

    By Guest meggie, March 14, 2001
    • 17 replies
    • 2.9k views
    • 
    • Guest
    • March 29, 2001

13. Restricted Calculations Revisited

    By LIBOR, March 28, 2001
    • 0 replies
    • 1.4k views
    • 
    • LIBOR
    • March 28, 2001

14. Treasury rates

    By david rigby, March 23, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 27, 2001

15. Ethical Dilemma

    By LIBOR, March 22, 2001
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • March 26, 2001

16. Sample Normal Accrual Rate and Most Valuable Accrual Rate Calculation

    By AndyH, March 21, 2001
    • 4 replies
    • 4.8k views
    • 
    • AndyH
    • March 23, 2001

17. Unexpected excess assets from plan term

    By Medusa, March 21, 2001
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • March 22, 2001

18. Restricted HCE distributions-Any suggestions?

    By AndyH, March 20, 2001
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • March 22, 2001

19. Another top heavy ratio ?

    By Guest xplan, March 15, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 19, 2001

20. Regs 1.417(e)-(1)(d) - please check it out

    By Gary, March 12, 2001
    • 13 replies
    • 3.6k views
    • 
    • MGB
    • March 16, 2001

21. DB/DC Top Heavy Minimum Benefit (Floor Offset and Comparability Analys

    By Guest, March 7, 2001
    • 4 replies
    • 2.9k views
    • 
    • AndyH
    • March 15, 2001

22. Are railroad plans subject to 411 minimum accrual rules?

    By Gary, March 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • March 14, 2001

23. Plan Amendment's effect on terminated employees

    By Guest sgriff, March 13, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 14, 2001

24. Small DB Plan Valuation Software

    By Guest pension222, March 2, 2001
    • 3 replies
    • 1.9k views
    • 
    • David MacLennan
    • March 13, 2001

25. Permitted Disparity - s/b interesting

    By Gary, March 8, 2001
    • 9 replies
    • 2.2k views
    • 
    • Gary
    • March 9, 2001

26. 204(h) requirement as a result of TRA '86

    By Gary, March 8, 2001
    • 0 replies
    • 1.6k views
    • 
    • Gary
    • March 8, 2001

27. Vesting after plan merger

    By nancy, March 7, 2001
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • March 7, 2001

28. 5% "Safety Valve" Rule

    By Guest, March 7, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2001

29. Contributory defined benefit plan and method of determining er/ee allo

    By Guest meggie, March 1, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 1, 2001

30. Compensation year overlaps but does not equal plan year.

    By Guest John Wade, February 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • February 28, 2001

31. What mortality table is appropriate?

    By Gary, February 27, 2001
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • February 27, 2001

32. New plan for older doctor - does this work?

    By Guest, February 23, 2001
    • 9 replies
    • 1.8k views
    • 
    • AndyH
    • February 23, 2001

33. Is this Plan subject to 411 accrual rules?

    By Gary, February 18, 2001
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • February 18, 2001

34. Experience With DOL Audit of Converted Cash Balance Plan?

    By Guest DJK, February 14, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 14, 2001

35. Calculation of PBGC Variable Premium Liability

    By richard, February 13, 2001
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 13, 2001

36. present value on non-government Defined Benefit Fund

    By Guest Sandylou, February 10, 2001
    • 1 reply
    • 1.7k views
    • 
    • Larry M
    • February 13, 2001

37. Taking two tax deductions in one plan year.

    By Guest TracyAndrews, February 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • LIBOR
    • February 10, 2001

38. Defined Benefit Plan value?

    By Guest Sandylou, February 9, 2001
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • February 10, 2001

39. Restricted Employee Mysteries

    By Everett Moreland, February 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • Everett Moreland
    • February 10, 2001

40. Pre Retirement Death Benefit Eligibility Conditions

    By Guest meggie, February 5, 2001
    • 6 replies
    • 2.7k views
    • 
    • AndyH
    • February 8, 2001

41. Amendment to Cafeteria Plan

    By Guest ndgal, February 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • February 6, 2001

42. PBGC male mortality?

    By Gary, February 1, 2001
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • February 1, 2001

43. Unsigned Plan Document - Schedule B

    By richard, January 31, 2001
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • February 1, 2001

44. Transfer of excess plan assets

    By Guest MAP, January 29, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 29, 2001

45. Alt. Flat Ben. Safe Harbor ?

    By David, January 25, 2001
    • 2 replies
    • 1.6k views
    • 
    • David
    • January 26, 2001

46. Missing Employee Contribution Information in a DB Plan

    By richard, January 23, 2001
    • 5 replies
    • 2.5k views
    • 
    • david rigby
    • January 26, 2001

47. Advance funding of early retirement window

    By AndyH, January 23, 2001
    • 7 replies
    • 1.6k views
    • 
    • AndyH
    • January 26, 2001

48. Deferred Retirement Option Plan (DROP)

    By Felicia, January 26, 2001
    • 0 replies
    • 2.2k views
    • 
    • Felicia
    • January 26, 2001

49. Frozen Top Heavy DB Plans

    By Guest LBBarr, January 19, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 25, 2001

50. FASB 87 Average future lifetime

    By FAPInJax, January 23, 2001
    • 0 replies
    • 2.2k views
    • 
    • FAPInJax
    • January 23, 2001