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Full Version: Defined Benefit Plans, Including Cash Balance
BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
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  1. Cash Balance software recommendations (8 replies)
  2. ESTIMATING 2008 DISTRIBUTION VALUES (5 replies)
  3. A US DB plan holds Canadian real estate (18 replies)
  4. DB Contribution Exceeds Schedule C (20 replies)
  5. 401k elective deferrals (3 replies)
  6. Compensation Limit (1 reply)
  7. Conditioning Optional Forms Pension Benefits on Good Health (6 replies)
  8. IRS Rev. Proc. 2000-40 (0 replies)
  9. PPA April Fools Day (2 replies)
  10. Who Are They Kidding? (3 replies)
  11. Post-NRD accruals (2 replies)
  12. I have been receiving an abnormal amount of questions regarding Section 79 plans (4 replies)
  13. FAS 158 - Assets exceeding PBO (4 replies)
  14. Changes to pension auditing standards? (7 replies)
  15. PBGC Premium paid by corp (11 replies)
  16. "Soft freeze" and 410(b) (6 replies)
  17. ERISA FFL with term cost (1 reply)
  18. Spousal Consent for Early Retirement Window Benefits (1 reply)
  19. Segment Rate Estimate (4 replies)
  20. mandatory contributions for some employees (8 replies)
  21. Vesting on new DB Plan (2 replies)
  22. GATT Limits (3 replies)
  23. Adding retirees to an existing plan (3 replies)
  24. 3 Plan arrangement and top heavy (1 reply)
  25. 401k/profit sharing plan record keeping (8 replies)
  26. new mort table for Current Liab (1 reply)
  27. Non Discrimination Testing (3 replies)
  28. DB/DC deduction limit after PPA 2006 (3 replies)
  29. Bond For a Restricted Employee (9 replies)
  30. 412e3 (formerly 412i) Plans (0 replies)
  31. Excess Earnings in DB (9 replies)
  32. GICs (2 replies)
  33. Combined Plan Deduction Limits (6 replies)
  34. Distribution at the 415 limit (2 replies)
  35. Dose ERISA cover this? (12 replies)
  36. Aggregation Required? (7 replies)
  37. Quarterly Contributions in 2008 (0 replies)
  38. Prepaid Contributions (2 replies)
  39. 412i plans - Overfunding (2 replies)
  40. Benefit Election (9 replies)
  41. 415 limits and years of participation (11 replies)
  42. individually directed cb (22 replies)
  43. Credited Service (4 replies)
  44. New Plan - Different Tax and Plan Years (4 replies)
  45. Terminated DBP distributes prior to end of PBGC 60-day review period (7 replies)
  46. Combo DB/DC Plan (3 replies)
  47. New DB Plan; Old 5500 Problems (4 replies)
  48. DB/DC Combined Plans - Non Discrimination Testing (4 replies)
  49. Frozen DB Plan (4 replies)
  50. Freeze of Benefits and Patial Plan Termination (4 replies)
  51. Multi-Employer Question (2 replies)
  52. IRS 412(i) Audits (2 replies)
  53. PPA Deduction Limit (9 replies)
  54. Sole Prop with an insurance policy (2 replies)
  55. Distribution of 415(b)(4) de minimis $10,000 benefit (4 replies)
  56. SAS 73 Report (2 replies)
  57. Testing Age DB/DC Combo (6 replies)
  58. DB Plan Rollover (3 replies)
  59. QPSA Election (3 replies)
  60. Maximum deductions (7 replies)
  61. Are We Doing Ourselves A Disservice? (3 replies)
  62. Actuarial Valuations (1 reply)
  63. Lump sum calc. (4 replies)
  64. 150% of Unf CL (15 replies)
  65. Misguided Guidance (0 replies)
  66. Restructuring DB Plan into Multiple Employer Plan (2 replies)
  67. Loan to a Limited Partnership (2 replies)
  68. Does a DB plan need an Investment Policy Statement? (9 replies)
  69. off topic -- Fasb 158 (2 replies)
  70. Employee Contributions to Boost Pension? (3 replies)
  71. Cash-Balance Vesting Requirement (3 replies)
  72. 412(i) Plan Subject to 401(a)(26) (1 reply)
  73. DB-DC TH min (11 replies)
  74. DB Vendor (0 replies)
  75. Sole Proprietor Deduction Limit (8 replies)
  76. Excess Death Benefit (0 replies)
  77. 5330 instructions (0 replies)
  78. 5330/Funding deficiency penalties-how to minimize (14 replies)
  79. 415 Adjustment Necessary? (4 replies)
  80. Final 415 Regs - applying the 401(a)(17) limit (0 replies)
  81. IRC 4971 (0 replies)
  82. cash balance conversion (5 replies)
  83. Floor offset with a 403(b) plan (1 reply)
  84. EA Meetings (1 reply)
  85. 2007 PBGC Schedule A (1 reply)
  86. New PPA interest rates - ETA? (3 replies)
  87. Non Discrimination Compliance (4 replies)
  88. Plan Termination (1 reply)
  89. S-Corp and timing of deduction (4 replies)
  90. DB Top Heavy offset by DC balance (4 replies)
  91. Sale of Life Insurance (7 replies)
  92. Amendment increasing benefits to only a few? (2 replies)
  93. Notice 2007-28 (32 replies)
  94. Abusive Cash Balance formulas (13 replies)
  95. DB Rollover Account (2 replies)
  96. Actuary's signature forged on Sch B (22 replies)
  97. YIKES ! Sis just got a 10K Bill (20 replies)
  98. Repaying Pension Benefit to get service reinstated (3 replies)
  99. Restricted Distributions (1.401(a)(4)-5(b)) (1 reply)
  100. DB Cash Out Option (4 replies)
  101. LLC terminated 1st year of plan (1 reply)
  102. Plan Termination Question (1 reply)
  103. PPA 2006 - Combo DB DC Plan Deductions (40 replies)
  104. File Schedule B? (2 replies)
  105. Full Funding Limit in Year of Freeze (1 reply)
  106. Lifting of Cash Balance Moratorium (2 replies)
  107. New Cash Balance Plan (6 replies)
  108. lump sum distribution (1 reply)
  109. Most Valuable Accrual Rate (7 replies)
  110. PPA re Church Plans (1 reply)
  111. Vesting in CB plan (4 replies)
  112. More on RMDs made in 2006, 2007 (5 replies)
  113. Top-Heavy minimum (3 replies)
  114. Inability to Fund after Death (7 replies)
  115. Lump Sums at Plan Term (13 replies)
  116. Slushy. Accruals continue, but no new entrants after [date] (8 replies)
  117. PFEA or PPA lump sum language on restatement? (2 replies)
  118. Variable Annuity Plan (0 replies)
  119. Excess Distribution due to PPA Change in 415 Interest Rate (0 replies)
  120. Excess Employer Securities in DB Plan (3 replies)
  121. Distribution In-Kind (1 reply)
  122. Which mortality table for 2007 lump sums? (13 replies)
  123. Payment of Cash Benefit (6 replies)
  124. Vesting Schedule Amendment (1 reply)
  125. 401(a)(26)-meaningful benefits (1 reply)
  126. Lump sum distribution (3 replies)
  127. NON-QUALIFYING ASSETS (0 replies)
  128. Impact of PPA on annuity prices (1 reply)
  129. Are any auditors pushing back? (5 replies)
  130. Distribution of Real Estate (6 replies)
  131. Coverage Testing of Employee Choice (0 replies)
  132. Actuarial Equivalence (4 replies)
  133. PBGC plan termination (6 replies)
  134. PBGC premiums for 2007 (6 replies)
  135. Required Minimum Distributions (3 replies)
  136. PBGC Coverage (2 replies)
  137. Cushion amount (0 replies)
  138. Trust Tax ID Number (8 replies)
  139. Contributions to a Trust Without a Tax ID ? (1 reply)
  140. Plan Converted to Cash Balance Plan? (1 reply)
  141. Brokerage Account and DB Plan (5 replies)
  142. Qualified Employer Security (0 replies)
  143. Relative Value (8 replies)
  144. Restricted Distribution (0 replies)
  145. Restricted Distributions beyond NRD (0 replies)
  146. Follow-up mortality table question (3 replies)
  147. Up to 150% of Current Liability = Max Deductible Contribution? (4 replies)
  148. DB-DC Combo Test (2 replies)
  149. The World of Prohibited Transactions (2 replies)
  150. Looking for this annuity table (12 replies)
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