Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Where will the world be re 6/30 FAS158 discount rate?

   By tuni88, July 12, 2007
   • 16 replies
   • 2.7k views
   • 
   • Belgarath
   • July 25, 2007

2. Top-Heavy minimum

   By Guest lerieleech, March 2, 2007
   • 3 replies
   • 2.7k views
   • 
   • Guest
   • March 3, 2007

3. When calculating the most valuable benefit (MVAR) for a plan with no s

   By AndyH, October 26, 2000
   • 8 replies
   • 2.7k views
   • 
   • AndyH
   • November 14, 2000

4. ABO and CL for backloaded cash balance plans

   By Guest Mike Melnick, June 2, 2003
   • 7 replies
   • 2.7k views
   • 
   • Guest
   • June 11, 2003

5. Too clever by half: unusually low normal retirement age for cash balance plans

   By Guest erisafried, July 15, 2005
   • 18 replies
   • 2.7k views
   • 
   • No Name
   • August 25, 2005

6. 404(a)(7) Limit

   By david rigby, February 11, 2004
   • 9 replies
   • 2.7k views
   • 
   • Guest
   • February 23, 2004

7. "Soft freeze" and 410(b)

   By AndyH, May 30, 2007
   • 7 replies
   • 2.7k views
   • 
   • AndyH
   • October 4, 2016

8. Can minimum Lump Sum under 417(e) include Pre Retirement Mortality

   By Guest Scott McHenry, November 6, 2001
   • 8 replies
   • 2.7k views
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   • AndyH
   • November 21, 2001

9. Notice 2009-68 statement aboutdirect rollover of after-tax contributions

   By Everett Moreland, December 3, 2009
   • 7 replies
   • 2.7k views
   • 
   • david rigby
   • March 29, 2010

10. Grandfathering & PIA offset

    By David, September 11, 2000
    • 3 replies
    • 2.7k views
    • 
    • AndyH
    • September 11, 2000

11. DB Plan - Reimbursement of Plan Expenses?

    By Guest Gen. Burnside, July 25, 2007
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • August 7, 2007

12. Rollovers to Cash Balance Plans

    By IRC401, November 26, 1999
    • 5 replies
    • 2.7k views
    • 
    • richard
    • December 5, 1999

13. Disabled Participant dies during QJSA election period

    By mal, January 17, 2005
    • 12 replies
    • 2.7k views
    • 
    • mal
    • January 19, 2005

14. 401a26 for owners only

    By Guest Deflector, July 14, 2009
    • 12 replies
    • 2.7k views
    • 
    • SoCalActuary
    • July 16, 2009

15. Effective date of new 415 limits

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

16. Cash Balance Valuation Dates

    By AndyH, December 11, 2007
    • 18 replies
    • 2.7k views
    • 
    • AndyH
    • December 14, 2007

17. 412(i) with 401k s.harbor

    By MJ Hartman, November 12, 2007
    • 14 replies
    • 2.7k views
    • 
    • mwyatt
    • November 17, 2007

18. Cash Balance Plan - BOY valuation normal cost

    By Hojo, November 22, 2013
    • 3 replies
    • 2.7k views
    • 
    • ubermax
    • November 23, 2013

19. Bond For a Restricted Employee

    By Guest merlin, May 16, 2007
    • 9 replies
    • 2.7k views
    • 
    • AndyH
    • May 17, 2007

20. Distribution and GATT rates

    By dmb, November 1, 2001
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • November 5, 2001

21. What is reasonable COLA assumption for lump sum

    By Gary, June 29, 2000
    • 3 replies
    • 2.7k views
    • 
    • david rigby
    • June 30, 2000

22. Frozen DB Plan - W2 Box 13

    By Guest notapensiongeek, January 9, 2007
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • January 9, 2007

23. Covered Compensation in a spreadsheet

    By Guest MarieH, June 22, 2012
    • 3 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 22, 2012

24. Dose ERISA cover this?

    By Guest Francis4, May 4, 2007
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • May 13, 2007

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

    By Guest dpeverhart, February 5, 2000
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • February 7, 2000

26. Planning for over-funded DB plan

    By Guest Doug Johnston, November 3, 1998
    • 3 replies
    • 2.6k views
    • 
    • Larry M
    • November 5, 1998

27. cross-tested db/dc combo,

    By Guest DOM, March 20, 2003
    • 7 replies
    • 2.6k views
    • 
    • Tom Poje
    • March 24, 2003

28. FAS87 footnote disclosure

    By david rigby, January 7, 2005
    • 7 replies
    • 2.6k views
    • 
    • MGB
    • February 3, 2005

29. Predecessor Employer

    By flosfur, February 10, 2003
    • 4 replies
    • 2.6k views
    • 
    • David MacLennan
    • February 13, 2003

30. 412i Coverage/Nondicrimination Test

    By Guest merlin, December 20, 2004
    • 19 replies
    • 2.6k views
    • 
    • mwyatt
    • December 23, 2004

31. Termination of DB Plan that hasn't paid premiums in 24 years.

    By Lori Foresz, April 7, 2004
    • 9 replies
    • 2.6k views
    • 
    • WDIK
    • April 9, 2004

32. 412(i) carve out arrangement

    By Guest saeissler, February 3, 2006
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • February 3, 2006

33. "Completely Retired" Requirement

    By Fielding Mellish, September 27, 2016
    • 12 replies
    • 2.6k views
    • 
    • AndyH
    • September 28, 2016

34. Maximizing Retirement Plan Contributions

    By scarabrad, January 5, 2012
    • 11 replies
    • 2.6k views
    • 
    • Mike Preston
    • January 10, 2012

35. Safe harbor benefit formula

    By Guest saeissler, May 24, 2006
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • May 25, 2006

36. Relative Value Regs Postponed?

    By Guest HarveyC, July 1, 2004
    • 23 replies
    • 2.6k views
    • 
    • Guest
    • July 2, 2004

37. Amending NRA for New Regulations

    By Guest AEA, July 14, 2008
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • July 24, 2008

38. 4980 Reversion tax

    By Guest planwizard, March 25, 2002
    • 6 replies
    • 2.6k views
    • 
    • mbozek
    • March 26, 2002

39. Plan Funding

    By Gary, June 18, 2009
    • 16 replies
    • 2.6k views
    • 
    • david rigby
    • August 21, 2009

40. Has anyone else ever had the following situation: freeze participation

    By John A, March 24, 2000
    • 11 replies
    • 2.6k views
    • 
    • John A
    • March 29, 2000

41. cash balance transfer to 401(k)

    By Guest anne1, October 6, 2006
    • 5 replies
    • 2.6k views
    • 
    • SoCalActuary
    • October 6, 2006

42. Initial short plan year

    By Guest lerieleech, December 16, 2004
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • December 17, 2004

43. Trustee Expense Policy

    By Guest ooota, July 22, 2003
    • 7 replies
    • 2.6k views
    • 
    • david rigby
    • July 28, 2003

44. FASB curtailment

    By FAPInJax, December 3, 2004
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 3, 2004

45. Plan Termination Question

    By Guest mingblue, January 8, 2007
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • January 11, 2007

46. "Snapshot" Testing and Coverage

    By LIBOR, October 20, 2004
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • October 20, 2004

47. Can amendment adopted 2-1/2 months after year end reduce funding?

    By Guest Glen, February 18, 2004
    • 11 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2004

48. Suspension of Benefits

    By Guest sdolce, September 20, 2001
    • 5 replies
    • 2.6k views
    • 
    • david rigby
    • September 21, 2001

49. Benefitting under a DB plan

    By Gary, June 11, 2008
    • 14 replies
    • 2.6k views
    • 
    • Mike Preston
    • June 18, 2008

50. CB Freeze Amendment

    By JBones, April 22, 2011
    • 6 replies
    • 2.6k views
    • 
    • david rigby
    • April 28, 2011