Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Funded by 12/31 or when Taxes Filed

   By Guest hherpel, March 16, 2000
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • March 16, 2000

2. EA Meetings

   By Guest, March 16, 2000
   • 0 replies
   • 1.4k views
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   • Guest
   • March 16, 2000

3. Lump sum payments after conversion to cash balance plan

   By Guest nicktaldone, March 15, 2000
   • 2 replies
   • 1.4k views
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   • Alonzo
   • March 15, 2000

4. Partnership Info Needed

   By Guest Don N, March 1, 2000
   • 5 replies
   • 1.7k views
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   • Guest
   • March 14, 2000

5. post 65 accruals

   By Guest Amy Erlbacher Anderson, March 10, 2000
   • 2 replies
   • 1.7k views
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   • david rigby
   • March 11, 2000

6. Changing NRA (60 to 55)

   By David, March 9, 2000
   • 8 replies
   • 2.3k views
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   • david rigby
   • March 10, 2000

7. Lump sum distribution to a deferred vested participant

   By Guest, March 10, 2000
   • 2 replies
   • 3.9k views
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   • david rigby
   • March 10, 2000

8. 404(a)(7) Limitation - DB/DC Plans

   By Guest Mike Muller, March 10, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • March 10, 2000

9. Testing Service used in the General Test for non-safe harbor defined b

   By Guest joanna, March 7, 2000
   • 1 reply
   • 1.3k views
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   • Lorraine Dorsa
   • March 8, 2000

10. Cash Balance Plans/EEOC

    By Guest pwh, March 8, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • March 8, 2000

11. Plan Integration - 401(l)

    By Gary, March 7, 2000
    • 1 reply
    • 1.4k views
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    • david rigby
    • March 8, 2000

12. Is there any circumstance in which the top-heavy minimum would be base

    By Guest joanna, March 7, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • March 7, 2000

13. SS PIA Estimate

    By Gary, March 7, 2000
    • 1 reply
    • 2.1k views
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    • mwyatt
    • March 7, 2000

14. Minimum Required Distributions

    By Guest Jonah S, March 7, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • March 7, 2000

15. Lump Sums Under Contributory DB Plan

    By Guest Don N, March 5, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 6, 2000

16. Terminating DB Plan

    By Hoard1, March 2, 2000
    • 0 replies
    • 1.3k views
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    • Hoard1
    • March 2, 2000

17. 30 Year Treasury Rates

    By Guest Don N, March 2, 2000
    • 2 replies
    • 1.5k views
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    • david rigby
    • March 2, 2000

18. Significant Increase in Plan Assets

    By Guest lifeweb, March 1, 2000
    • 4 replies
    • 1.4k views
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    • richard
    • March 1, 2000

19. Union Sponsered Defined Benefit question

    By Guest Brent_Hyatt, February 28, 2000
    • 2 replies
    • 1.4k views
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    • KJohnson
    • March 1, 2000

20. DB Plan Termination

    By Guest le190, October 6, 1999
    • 4 replies
    • 1.6k views
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    • david rigby
    • March 1, 2000

21. Deductible contributons for terminating DB plan under 404(g)

    By Guest Ted Munice, February 17, 2000
    • 8 replies
    • 2.2k views
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    • richard
    • February 29, 2000

22. Does anyone know what the IRS position on how low a plan sponsor can s

    By Guest Frank Berrodin, February 25, 2000
    • 4 replies
    • 1.6k views
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    • Everett Moreland
    • February 28, 2000

23. Reasonable Funding Methods

    By Guest Ken Houck, February 22, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 25, 2000

24. Gatt Amendment

    By Gary, February 18, 2000
    • 1 reply
    • 1.9k views
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    • david rigby
    • February 18, 2000

25. 415(b) limits

    By Gary, February 18, 2000
    • 0 replies
    • 1.9k views
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    • Gary
    • February 18, 2000

26. model defined benefit plan document

    By Guest Bruce Marotta, February 14, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 18, 2000

27. What is the scoop on 412(i) defined benefit plans

    By Guest Paul Katz, February 10, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 18, 2000

28. Leased employee covered by leasing orginizations DB plan.

    By Guest Larry McNamara, February 16, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 16, 2000

29. Notice for Participants Ineligibility

    By Guest wwest, February 11, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 11, 2000

30. FAS 87 / 88 Worksheets

    By david rigby, February 10, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 10, 2000

31. Pension calculation for lump sum rollover is 40+% less than it was 18

    By Guest dpeverhart, February 5, 2000
    • 2 replies
    • 2.7k views
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    • Guest
    • February 7, 2000

32. Lump sum death benefits question (follow-up to July '99 thread on this

    By Guest Letocha, February 4, 2000
    • 0 replies
    • 1.6k views
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    • Guest
    • February 4, 2000

33. Retroactive payments taxable in which year?

    By Guest LC Brosio, January 29, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 4, 2000

34. Indian Tribal Governments

    By Guest JayB, February 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 3, 2000

35. Benefits claim if plan has been terminated and annuities purchased

    By Gary, January 12, 2000
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • February 1, 2000

36. transfer of defined benefit plan assets to defined contribution plan

    By Guest JBeck, January 31, 2000
    • 0 replies
    • 2k views
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    • Guest
    • January 31, 2000

37. Annuity Puchase after age 70-1/2

    By Guest LC Brosio, January 28, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • January 28, 2000

38. Combined 415 limit with less than 10 years of participation.

    By Guest Roman, January 26, 2000
    • 5 replies
    • 1.7k views
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    • Chester
    • January 28, 2000

39. De Minimus Funding under 415(b)?

    By Guest danmar, June 10, 1999
    • 3 replies
    • 1.4k views
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    • Guest
    • January 27, 2000

40. 1099-R question

    By Guest Theresa, January 24, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • January 24, 2000

41. Top Heavy Benefit for combined BD & DC Plan

    By Guest, January 24, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • January 24, 2000

42. 415 limit and minimum distributions

    By nancy, January 18, 2000
    • 3 replies
    • 1.8k views
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    • david rigby
    • January 20, 2000

43. Accrual Years after unfreezing of benefits

    By Guest DavidB, January 19, 2000
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • January 19, 2000

44. Can The Plan Administrator Rely on Employee's Information?

    By Guest hhacker, January 19, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 19, 2000

45. Out with the old and in with the new

    By Hoard1, January 18, 2000
    • 1 reply
    • 1.5k views
    • 
    • Lorraine Dorsa
    • January 18, 2000

46. Reflecting mid-year and end-of-year retroactive amendments

    By richard, January 12, 2000
    • 2 replies
    • 2k views
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    • Guest
    • January 15, 2000

47. DB versus DC statistics

    By Guest Ken Newhouse, January 4, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 13, 2000

48. OBRA & RPA Full FUnding Limit Caculation

    By Hoard1, January 12, 2000
    • 3 replies
    • 1.7k views
    • 
    • Hoard1
    • January 12, 2000

49. Gain/Loss:Immediate Gain Method

    By Guest Don N, January 7, 2000
    • 4 replies
    • 1.9k views
    • 
    • John A
    • January 11, 2000

50. non-PBGC interest rate in plan - must give greater of PBGC rate or non

    By EGB, December 28, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • January 11, 2000