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BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
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  1. SPD Disclosure re: Cash Balance Conversion (1 reply)
  2. 404(a)(7) Question (3 replies)
  3. Historic Moody's Aa Rates (7 replies)
  4. Restricted Employee Calculation (20 replies)
  5. Actuarially Increasing the 415 Hi3 comp limit (7 replies)
  6. overfunded DB plan (4 replies)
  7. Plan-to-Plan Transfer of Assets (3 replies)
  8. Possible "Lost" Pension (9 replies)
  9. 415(b) Question (1 reply)
  10. Plan Termination and Waiver of Benefits (0 replies)
  11. Can Foreign Employees Join Qualified DB Plan? (5 replies)
  12. Retiree and change of annuity form (3 replies)
  13. more 412(i) (1 reply)
  14. transfers amount defined benefit plans (0 replies)
  15. Change from single employer benefit plan to multiemployer benefit plan (3 replies)
  16. Termination Year Funding (8 replies)
  17. withdrawing from annuity fund (3 replies)
  18. What is the age 65, immediate annuity to lump sum conversion factor as (8 replies)
  19. 412i (11 replies)
  20. Effect of Top-Paid Group Election on Restricted Employee Determination (2 replies)
  21. Distress Termination with sufficient assets to pay guaranteed benefits (0 replies)
  22. Offset to Accd Ben due to withdrawal of EE Cont (2 replies)
  23. Frozen Accruals In a Floor-Offset Plan (4 replies)
  24. 5500 for terminated plan without Schedule B (6 replies)
  25. Auditor Independence and TPA (0 replies)
  26. social security or early ret supplement as part of accd ben (4 replies)
  27. severance payments on retirement - defined benefit plan? (2 replies)
  28. Vesting Upon Termination of DB Plan (3 replies)
  29. General Tested Plans and "Fresh Start" rules (8 replies)
  30. Gatt (3 replies)
  31. Division of pension due to divorce (2 replies)
  32. 401(a)(26) - any exception? (25 replies)
  33. EGTRRA and 404 Deduction Limitations (2 replies)
  34. In Service Distribution (16 replies)
  35. To DB or not to DB, that is the question! (1 reply)
  36. Most Valuable Accrual Rate (4 replies)
  37. Age restrictions on participant election of a certain and life annuity (1 reply)
  38. Limitations on Current Liability Rates (2 replies)
  39. Controlled group termination??? (1 reply)
  40. FASB discount rates (1 reply)
  41. 412(i) Plans (12 replies)
  42. Limit on number of insurers? (2 replies)
  43. Underfunded DB Plan/Payment of Unrestricted Amount (11 replies)
  44. demutualization, Trust assets & funding standards (1 reply)
  45. deduction limits for sole proprietors (1 reply)
  46. DB plan cutback (3 replies)
  47. Participant Notice? (3 replies)
  48. Early Retirement Windows (5 replies)
  49. Demutualization Proceeds on Terminated Plans (10 replies)
  50. Transition to GATT lump sums (34 replies)
  51. Implications of catch-up contributions on the general test and on safe (0 replies)
  52. GATT and Reversion (7 replies)
  53. Accrued benefit statement upon DB accrued benefit statement upon plan (5 replies)
  54. Underfunded Plan Spinoff (5 replies)
  55. 2 month plan year - audit questions (4 replies)
  56. 412(i) plan recordkeeping (15 replies)
  57. Retroactive Increases to Reflect EGTRRA Pay Cap (1 reply)
  58. 401(a) funds to purchase state DB service credits (0 replies)
  59. Fasb 35 (4 replies)
  60. Deductibility (0 replies)
  61. GATT Rate - April? (2 replies)
  62. Form 5300 question - definition of term "benefits" (0 replies)
  63. Tax on 401(a) DB payments (2 replies)
  64. employee communications (11 replies)
  65. Interest crediting on a Cash Balance Plan account (2 replies)
  66. Maximum Permissible Contribution (6 replies)
  67. Change Funding Method - Automatic Approval (1 reply)
  68. FRS 17 - new UK accounting standard (0 replies)
  69. Equation of Balance (8 replies)
  70. EGTRRA Deduction For Terminating Plan (1 reply)
  71. Multiemployer - delinquency funds (1 reply)
  72. pension contributions during chapter 11 (reorganization) bankruptcy (5 replies)
  73. Modified Aggregate Funding (5 replies)
  74. Change in funding method (5 replies)
  75. Schedule B attachments-labelling (4 replies)
  76. whipsaw (6 replies)
  77. FASB 87 and end of year valuations (0 replies)
  78. What are some of the typical cost of living adjustment (COLA) methods (12 replies)
  79. 411(d)(6) early ret subsidy (2 replies)
  80. Non-safe harbor Floor-Offset Plan (1 reply)
  81. Maximum Legal Vesting Period for Part Time Employees? (3 replies)
  82. Determining Top 25 for Lump Sum Restrictions (1 reply)
  83. Overfunded DB (14 replies)
  84. Aggregate DB and DC for 401(a)(4) and 410(b)-What are the issues? (5 replies)
  85. ERISA Funded Plans (1 reply)
  86. PBGC coverage (2 replies)
  87. actuarial equivalence (11 replies)
  88. FAS 87 year end disclosure (8 replies)
  89. Change in Death Benefits Conditions (7 replies)
  90. Partnership of PCs-2 plans (0 replies)
  91. Minimum Required Contribution (1 reply)
  92. For defined benefit plans, what is a typical pay credit percentage per (4 replies)
  93. PBGC Schedule A (1 reply)
  94. Correction for not Crediting Service? (20 replies)
  95. deductibility of contribution to underfunded db plan termination (2 replies)
  96. EGTRRA Technical Corrections - Keeping Old Law DB Limits (5 replies)
  97. Revenue Procedure 2000-40 (0 replies)
  98. Substantial Owner Waivers in Plan Termination (23 replies)
  99. Late Quarterly Interest Charges (6 replies)
  100. owner employee within controlled group (7 replies)
  101. Deductible Contribution Carryforward (5 replies)
  102. XRA for reporting liabs if > $50M UVB (2 replies)
  103. need revenue ruling 84-45 (3 replies)
  104. Determining XRA under ERISA 4044 (1 reply)
  105. Change of Beneficiary & spousal waiver requirements (7 replies)
  106. Top Heavy Minimum under EGTRRA (4 replies)
  107. Unsettling? (33 replies)
  108. Survivor benefits when employee terminated prior to REA and died this (17 replies)
  109. New law interest rates (7 replies)
  110. New RPA range (3 replies)
  111. Historic 415 Post-Separataion COLAs (4 replies)
  112. Replacement for 30-year Treasury Rate? (3 replies)
  113. FAP Calc stumper... (6 replies)
  114. DB Plan Termination (20 replies)
  115. Defined Benefit for someone currently receiving retirement income (3 replies)
  116. FASB valuation method (4 replies)
  117. 4980 Reversion tax (6 replies)
  118. Incidental Rule in Regard to Key Employee Insurance (7 replies)
  119. Maximum Tax-deductible Contribution (6 replies)
  120. accrued benefit under cash balance plan (3 replies)
  121. Cash Balance Plan Uniformity Requirements (2 replies)
  122. Lumpsum Distribution Options (3 replies)
  123. Employee Returns to a tiered DB Plan (0 replies)
  124. DB Plan Fees (10 replies)
  125. 30-Year Rate Suspension (5 replies)
  126. Lump sum calc for J&50 Normal Form (2 replies)
  127. Waivers of the Minimum Funding Standard (1 reply)
  128. Enron (1 reply)
  129. ASPA's DB-K Proposal (2 replies)
  130. Cash Balance Plan on top of 401k w/ X-tested PS plan (4 replies)
  131. use of EGTRRA 401(a)(17) limit in frozen DB Plan (6 replies)
  132. 410(b) For 401(l) Plan With Frozen Service But Has Pay Indexation (0 replies)
  133. DB Plans and Marital Interest (2 replies)
  134. PBGC Coverage (1 reply)
  135. Safe Harbor Floor/Offset question (3 replies)
  136. 204(h) Notice under EGTRRA (2 replies)
  137. Permissibility of lump-sum and life annuity (5 replies)
  138. In service distibutions to rehired retiree (6 replies)
  139. limitation years (12 replies)
  140. Form 1099 reporting relating to PBGC transferred monies (1 reply)
  141. Canadian Retirement Benefits (2 replies)
  142. GUST & EGTRRA restatements (3 replies)
  143. comuting the accrued benefit by using a project and prorate method (0 replies)
  144. Eliminating optional form of benefit in a DB Plan (2 replies)
  145. Funding after FFL (5 replies)
  146. Prohibited Transaction (11 replies)
  147. Aggregating DC for owners only with larger DB. What are the issues? (0 replies)
  148. New prefix for EA # (2 replies)
  149. Actuarial Designations (11 replies)
  150. Cash Balance Plan Determination Letters (1 reply)
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