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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. Timing of Deduction (7 replies)
  2. Plan Termination Waiver of Benefits by non-owners (3 replies)
  3. Employee murdered by spouse - Spousal benefits (10 replies)
  4. Testing Compensation for General Test (7 replies)
  5. Rev. Proc. 2000-41 (1 reply)
  6. Where do I find mortality tables? (6 replies)
  7. Integration rules (2 replies)
  8. 401(a)(26) meaningful benefit (6 replies)
  9. 415(b)(1)(B) Benefit Limit (1 reply)
  10. Undo Plan Termination? (2 replies)
  11. Adding Offset Provision to Existing DB Plan - 411(d)(6) issues (3 replies)
  12. Life Insurance in DB Plan (62 replies)
  13. QDRO-Present Value (11 replies)
  14. Sources of internet Mast documents / Personal guarantee of Bus contribution. (2 replies)
  15. Mortality Table (9 replies)
  16. First Year PBGC Premium for New Plan (6 replies)
  17. Disabled Participant dies during QJSA election period (12 replies)
  18. Oldie but goodie - 401(a)(26) (4 replies)
  19. Looking for Survey Data-Retirement Plans for Private Colleges/Universities (14 replies)
  20. Vesting and eligibility involving merged companies and merged DB plans (0 replies)
  21. Additional benefit to avoid discrimination (7 replies)
  22. DB Plans & 401(a)(9) Amendment (1 reply)
  23. Underfunded union negotiated plan that wants to terminate (7 replies)
  24. QPSA charge (0 replies)
  25. Participant paid from wrong plan in Master Trust (3 replies)
  26. 412i & 419 I need help (15 replies)
  27. DB for domestic help (3 replies)
  28. Retroactive Annuity Regulations (0 replies)
  29. Lump Sum Distribution Slipping into 2005 (30 replies)
  30. US Doctor with Foreign Income (1 reply)
  31. PBGC Variable Rate Premium (6 replies)
  32. Legislation re calculation of lump sum benefit (12 replies)
  33. DB Plan restoral? (9 replies)
  34. DB Offset Plans and the IRS (30 replies)
  35. 415 Limitations-414(k) Accounts (1 reply)
  36. FASB 87 Application to a Mid-Year Merger of DB Plans (2 replies)
  37. 412(i) Plan combined with DC Plan (16 replies)
  38. Life Insurance in DB Plan (16 replies)
  39. 2004 Schedule B (1 reply)
  40. Is this employer subject to PBGC? (8 replies)
  41. defined benefit plan with different penalties for early retirement between blue collar and white collar workers. (2 replies)
  42. DRIVE (Directed Retirement Investment Value Edge) (6 replies)
  43. LOAN TO PLAN FOR REAL ESTATE PURCHASE (6 replies)
  44. DB-DC Aggregated;different eligibility req's (1 reply)
  45. Question about QJSA rules and disability pension (1 reply)
  46. Deadline for making Defined Benefit plan contribution (1 reply)
  47. Does a Nondeductible Contribution Considered a Basis On Distribution? (2 replies)
  48. Insurance Problem (7 replies)
  49. 401(a)(9)-Rollovers to DB Plan (2 replies)
  50. Normal retirement age and accruals (16 replies)
  51. 412i Coverage/Nondicrimination Test (19 replies)
  52. HCE determination for the first Plan Year (2 replies)
  53. 401(a)(31)(B) and non-Code qualified plans (6 replies)
  54. Is land allowed in a DB? (5 replies)
  55. DB Plans, Retroactive Annuity Starting Date (1 reply)
  56. Individual aggregate funding (9 replies)
  57. Cash Balance Plans - Whipsaw (2 replies)
  58. Pension valuations for plan years beginning in 2004 (1 reply)
  59. short plan year quarterly required contribution dates (12 replies)
  60. excess contribution (DB) (4 replies)
  61. Interest Rate for 2005 (1 reply)
  62. End of the line for cash balance plans (23 replies)
  63. Initial short plan year (9 replies)
  64. Non PBGC Termination Assets Less than Accrued Benefits (3 replies)
  65. Non-bargained staff in a multiemployer plan. (4 replies)
  66. NAR and MVAR Calculation (23 replies)
  67. Change to Career Average Formula Without Wearaway (4 replies)
  68. Creative maximum deductions for 1 participant company/plan (12 replies)
  69. ERISA, STATUTE OF LIMITATIONS (3 replies)
  70. Terminating Plan & Change of Val Date to BOY (2 replies)
  71. Code Section 415(b)(1)(B) limits to a late retiree (7 replies)
  72. Disability Retirement and Definition of "Employment" (2 replies)
  73. Coping with FAS 106 liability - Employer cap (1 reply)
  74. Plan amendments, termination and conversions (5 replies)
  75. Required minimum distributions - active over 70 1/2 (0 replies)
  76. IRS Audit - excluding a class of employees (10 replies)
  77. Cash-Balance Client Profile (2 replies)
  78. 5500 with $0 funding requirement in first plan year (3 replies)
  79. Plan did not learn of death until 5 years later...What effect on distribution to a beneficiary? (6 replies)
  80. FASB curtailment (2 replies)
  81. Ensuring maximum lump sums for 2004 and 2005 due to PFEA (3 replies)
  82. 412(i) --> "regular DB plan" (4 replies)
  83. PFEA and Lump Sums Under RR 98-1 (2 replies)
  84. DB/401(k) and ER Matching (2 replies)
  85. DB pension investments (8 replies)
  86. 401(a)(26)- meaningful benefits (2 replies)
  87. Minimum DB/DC Gateway for terminated participants w/1,000 hrs. (3 replies)
  88. Plan Termination and rollover (1 reply)
  89. Actuarial Equivalence (6 replies)
  90. DB as replacement to Profit Sharing Plan (4 replies)
  91. Schedule B issues with funding deficiency. method change, and FFL (4 replies)
  92. Are DB plan assets rollable to a qualified plan? (2 replies)
  93. Funding When Early Termination is Expected (6 replies)
  94. Cash-Balance Stmt/415 Impact (3 replies)
  95. Do 401(h) participants count for DB 5500 purposes? (0 replies)
  96. "Spouse" can produce no evidence of legal marriage. (13 replies)
  97. Welfare Plan to Borrow Money from Pension Plan (2 replies)
  98. Actuarial firm in Indiana (2 replies)
  99. New Cash Balance Plans (21 replies)
  100. Pension Funding Equity Act (17 replies)
  101. terminating DB Plan and establishing 403(b) plan (8 replies)
  102. Inane IRS Funding Deficienty Letter (4 replies)
  103. Starting a 1 person DB Plan (3 replies)
  104. Deduction Limit Under 404(a)(1)(D)(iv) (17 replies)
  105. Normal form question (5 replies)
  106. Lump Sum conversion to immediate J&S (7 replies)
  107. Is a lump sum distribution to a NHCE subject to recapture if plan terminates? Also, what are the current PBGC guaranteed early retirement monthly maximums? (2 replies)
  108. COntribution to a DB Plan (4 replies)
  109. Compensation ? (0 replies)
  110. Deduction under 404(g)(2) (4 replies)
  111. "Taxable Period" For Correction of a funding Deficiency (1 reply)
  112. Gray Book 2005 (3 replies)
  113. Retroactive Application Of EGTRRA Comp Limit (5 replies)
  114. participant count for deficit reduction contribution (1 reply)
  115. Anyone know of checklist for required elements of distribution packet? (3 replies)
  116. When do you start calculating break in service? (1 reply)
  117. Revoking the Irrevocable (14 replies)
  118. Terminating a non-PBGC covered DB Plan with insufficient assets (9 replies)
  119. Is this definition of "accrued benefit" legal? (10 replies)
  120. Distribution of Employee Contributions at Termination (18 replies)
  121. Permanency Issue (6 replies)
  122. Is This Still A Safe Harbor (7 replies)
  123. Disability table (3 replies)
  124. top heavy DB and comp limit (1 reply)
  125. Field directive (4 replies)
  126. Rounding Rules for 401(a)(26) (2 replies)
  127. Waiver of Funding Deficiency and the AFR (2 replies)
  128. FUNDING DEFICIENCY QUESTION (6 replies)
  129. ASPA Meeting - Anything of consequence? (8 replies)
  130. Restructuring a DB Plan (4 replies)
  131. Individual Aggregate Funding in Year of Termination (2 replies)
  132. Retro ASDs as an option and QJSA Relative Value (0 replies)
  133. Entity Ownership Change-New 415 limit ? (3 replies)
  134. Controlled Group/IRC 404 & 415 (4 replies)
  135. IRS & QSERP (17 replies)
  136. 70-1/2 MRD - special situation (4 replies)
  137. Party In Interest Definition (1 reply)
  138. Life Insurance in DB Plans (0 replies)
  139. Life Insurance in DB plan (9 replies)
  140. Basic Nondiscrimination Q (7 replies)
  141. 415 Compensation Limit for participant with less than 10 years of service (3 replies)
  142. top heavy required aggregation group (5 replies)
  143. 415 lump sum calculations (3 replies)
  144. 133-1/3 Rule and New Comparability (11 replies)
  145. "Snapshot" Testing and Coverage (2 replies)
  146. Spin Off Help/ (1 reply)
  147. COLAs (8 replies)
  148. Contribution in excess of maximum deductible amount (8 replies)
  149. Hurricane disaster relief & sch. B (1 reply)
  150. ABPT - Appropriate Compensation (2 replies)
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