Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. FASB 87 Average future lifetime

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

2. Advance funding of early retirement window

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

3. Missing Employee Contribution Information in a DB Plan

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

4. Funding T-H DB plans

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

5. Frozen Top Heavy DB Plans

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

6. An old style Contributory DB Plan!

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

7. Non-qualifed supplemental plan with SFAS 87 accounting

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

8. 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

9. Crediting service of rehired participants.

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

10. 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

11. 414h calculation

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

12. What is a 414(k) account?

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

13. 412(i) conversion to tratditional DB.

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

14. Funding deficiency consequences

    By richard, January 12, 2001
    • 5 replies
    • 3.6k views
    • 
    • david rigby
    • August 13, 2001

15. Considering Service for a prior company.

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

16. Unit Credit Funding Method & Frozen Plans

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

17. frozen target plan receives funds

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

18. General Testing software for DB Plans

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

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

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

20. "Make-up" Distribution

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

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

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

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

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

23. 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

24. MP/DB Conversion

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

25. Combined Limits - Different Limitation Years

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

26. Pre-2001 required GUST amendments?

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

27. Need Cash Balance Trust

    By Guest McElroy, December 15, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 15, 2000

28. Has anyone been through a recent DOL audit on plan expenses?

    By Guest Scaf, December 14, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 14, 2000

29. 415(c) limit

    By Guest bill mahoney, December 14, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 15, 2000

30. Missed PBGC distribution deadline

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

31. Excluding pre-participation comp; when allowed?

    By AndyH, December 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • AndyH
    • December 13, 2000

32. Anyone know where I can obtain IRS Announcement 95-99?

    By Gary, December 12, 2000
    • 2 replies
    • 2.7k views
    • 
    • Everett Moreland
    • December 13, 2000

33. Can a cash balance plan (or any DB plan, for that matter) provide that

    By Scott, December 10, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 13, 2000

34. What requires same mort table for females and males for act equiv?

    By Gary, December 9, 2000
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • December 9, 2000

35. Can SPD override the Plan doc.

    By Gary, December 9, 2000
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • December 13, 2000

36. Why 83 GAM considered a current table.

    By Gary, December 9, 2000
    • 0 replies
    • 1.6k views
    • 
    • Gary
    • December 9, 2000

37. Crediting of Military Service in Non-Military DB Plan

    By Guest mwspaid, December 8, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 8, 2000

38. "Flip-flop" method of funding both a DB and DC plan and avoi

    By Lorraine Dorsa, December 8, 2000
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • December 11, 2000

39. Has anyone done an SAR for a 412(i) plan?

    By Guest, December 8, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 8, 2000

40. Plan termination with early retirement subsidy

    By AndyH, December 7, 2000
    • 5 replies
    • 2.2k views
    • 
    • AndyH
    • December 9, 2000

41. Survey information regarding pension benefit levels

    By Guest T.M., December 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 8, 2000

42. Is a defined benefit plan considered a qualified retirement plan?

    By Guest Pierson, December 4, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 4, 2000

43. Does highest 3-year compensation figure of 415(b) have to be adjusted

    By Guest shronesz, December 3, 2000
    • 27 replies
    • 5.2k views
    • 
    • David MacLennan
    • May 25, 2005

44. present value calculation of frozen defined benefit

    By Guest Robert Brock, December 1, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 2, 2000

45. 204(h) Notice DB Partial Termination?

    By Alf, December 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 1, 2000

46. Demo 7 of Schedule Q - Nondiscriminatory Past Service Credits

    By Guest Ted H Munice, December 1, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 1, 2000

47. Terminating an underfunded DB plan.

    By Guest, November 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 29, 2000

48. Merging an underfunded DB Plan.

    By Guest, November 28, 2000
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • November 29, 2000

49. Excluding Employees Who Express Desire Not to Particiate

    By Guest sammy, November 22, 2000
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 27, 2000

50. University employee participates in ERISA 403(b) and also has self-emp

    By MR, November 22, 2000
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • November 28, 2000