Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Small DB Plan Valuation Software

   By Guest pension222, March 2, 2001
   • 3 replies
   • 1.8k views
   • 
   • David MacLennan
   • March 13, 2001

2. Permitted Disparity - s/b interesting

   By Gary, March 8, 2001
   • 9 replies
   • 2.1k views
   • 
   • Gary
   • March 9, 2001

3. 204(h) requirement as a result of TRA '86

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

4. Vesting after plan merger

   By nancy, March 7, 2001
   • 2 replies
   • 1.7k views
   • 
   • QDROphile
   • March 7, 2001

5. 5% "Safety Valve" Rule

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

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

   By Guest meggie, March 1, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 1, 2001

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

   By Guest John Wade, February 27, 2001
   • 1 reply
   • 1.4k views
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   • AndyH
   • February 28, 2001

8. What mortality table is appropriate?

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

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

   By Guest, February 23, 2001
   • 9 replies
   • 1.7k views
   • 
   • AndyH
   • February 23, 2001

10. Is this Plan subject to 411 accrual rules?

    By Gary, February 18, 2001
    • 0 replies
    • 1.4k views
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    • Gary
    • February 18, 2001

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

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

12. Calculation of PBGC Variable Premium Liability

    By richard, February 13, 2001
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • February 13, 2001

13. present value on non-government Defined Benefit Fund

    By Guest Sandylou, February 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Larry M
    • February 13, 2001

14. Taking two tax deductions in one plan year.

    By Guest TracyAndrews, February 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • LIBOR
    • February 10, 2001

15. Defined Benefit Plan value?

    By Guest Sandylou, February 9, 2001
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • February 10, 2001

16. Restricted Employee Mysteries

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

17. Pre Retirement Death Benefit Eligibility Conditions

    By Guest meggie, February 5, 2001
    • 6 replies
    • 2.6k views
    • 
    • AndyH
    • February 8, 2001

18. Amendment to Cafeteria Plan

    By Guest ndgal, February 6, 2001
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • February 6, 2001

19. PBGC male mortality?

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

20. Unsigned Plan Document - Schedule B

    By richard, January 31, 2001
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • February 1, 2001

21. Transfer of excess plan assets

    By Guest MAP, January 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 29, 2001

22. Alt. Flat Ben. Safe Harbor ?

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

23. Missing Employee Contribution Information in a DB Plan

    By richard, January 23, 2001
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • January 26, 2001

24. Advance funding of early retirement window

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

25. Deferred Retirement Option Plan (DROP)

    By Felicia, January 26, 2001
    • 0 replies
    • 2.1k views
    • 
    • Felicia
    • January 26, 2001

26. Frozen Top Heavy DB Plans

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

27. FASB 87 Average future lifetime

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

28. Funding T-H DB plans

    By Guest meggie, January 22, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 23, 2001

29. My wife and I are thinking about switching to a DB plan. With our ages

    By Guest sampat, January 15, 2001
    • 31 replies
    • 4.1k views
    • 
    • Guest
    • January 23, 2001

30. Is purchasing guaranteed partial life annuities (not their entire bene

    By Guest Bruce Johnson, January 17, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 19, 2001

31. An old style Contributory DB Plan!

    By richard, January 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • January 19, 2001

32. Non-qualifed supplemental plan with SFAS 87 accounting

    By david rigby, January 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 19, 2001

33. Crediting service of rehired participants.

    By traveler, January 16, 2001
    • 4 replies
    • 2.9k views
    • 
    • traveler
    • January 18, 2001

34. What is a 414(k) account?

    By Guest, January 12, 2001
    • 1 reply
    • 13.5k views
    • 
    • David MacLennan
    • January 14, 2001

35. 414h calculation

    By Guest pthomann, January 13, 2001
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • January 13, 2001

36. 412(i) conversion to tratditional DB.

    By dmb, January 12, 2001
    • 0 replies
    • 1.5k views
    • 
    • dmb
    • January 12, 2001

37. Considering Service for a prior company.

    By Earl, January 10, 2001
    • 9 replies
    • 3.4k views
    • 
    • KJohnson
    • January 11, 2001

38. How are GATT interest rates determined? Is there a website that lists

    By Guest mary walsh, November 2, 2000
    • 9 replies
    • 19k views
    • 
    • david rigby
    • January 11, 2001

39. General Testing software for DB Plans

    By AndyH, January 3, 2001
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • January 6, 2001

40. frozen target plan receives funds

    By Guest shronesz, January 4, 2001
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • January 6, 2001

41. Unit Credit Funding Method & Frozen Plans

    By LIBOR, January 5, 2001
    • 1 reply
    • 2.9k views
    • 
    • david rigby
    • January 5, 2001

42. HCE exception for 401(a)(26)?

    By Guest FredReilly, December 28, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 1, 2001

43. "Make-up" Distribution

    By David, December 28, 2000
    • 8 replies
    • 2.3k views
    • 
    • david rigby
    • December 29, 2000

44. Age calculation under 415(B) for early payment

    By Guest MattL, December 29, 2000
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • December 29, 2000

45. Anyone know where I can obtain 2000 cov comp table?

    By Gary, December 21, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 29, 2000

46. Pre-2001 required GUST amendments?

    By Guest FredReilly, December 15, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 28, 2000

47. MP/DB Conversion

    By Guest Mike Mallon, December 20, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 27, 2000

48. NRD at age 65, full benefits for term vested at SSRA, reduced at 65

    By Gary, December 21, 2000
    • 0 replies
    • 1.6k views
    • 
    • Gary
    • December 21, 2000

49. Combined Limits - Different Limitation Years

    By Guest Don N, December 20, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 20, 2000

50. Missed PBGC distribution deadline

    By nancy, December 13, 2000
    • 2 replies
    • 1.4k views
    • 
    • Lorraine Dorsa
    • December 17, 2000