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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. PPA Interest Rates (3 replies)
  2. Adding 401(h) Medical Expense Feature to DB Plan (0 replies)
  3. 412(c)(8) Election after 2007 (3 replies)
  4. Effective date for new PPA rates/mortality for lump sums (2 replies)
  5. Plan amendments for the new 417(e) rules (19 replies)
  6. Form 56 (1 reply)
  7. Final 415 regulations re plan termination (0 replies)
  8. Application of Code Section 402(b)(4) and Disqualified PLans (0 replies)
  9. PPA 06 Delay ? (4 replies)
  10. 5500 Auditing - Excessive? (9 replies)
  11. Missing Participant (5 replies)
  12. 2008 Funding Rules (0 replies)
  13. 2007 AFTAP For 08 Presumption (3 replies)
  14. Phased Retirement (2 replies)
  15. 204(h) Notice Required (7 replies)
  16. Immunization (4 replies)
  17. Annuity Purchase (1 reply)
  18. Minimum Funding Standards (1 reply)
  19. AFTAP Certification (3 replies)
  20. 412(i) plan document review (9 replies)
  21. H.R. 3868 (3 replies)
  22. Cash Balance plan and SEP/solo401k (12 replies)
  23. Where can I deduct this contribution? (22 replies)
  24. Accruing the maximum 415 benefit (1/10) (5 replies)
  25. PPA 06 Higher Minimum Funding Req. (2 replies)
  26. 404(a)(7) (3 replies)
  27. When is a benefit being duplicated? (1 reply)
  28. Service with Unrelated Employer (4 replies)
  29. discount rate and projected earnings assumption (4 replies)
  30. Reasonable NRA in Pension Plan (3 replies)
  31. Move existing Whole Life into new DB Plan (5 replies)
  32. cash balance and segment rates (9 replies)
  33. Top 25 Restricted Employees (4 replies)
  34. 415 years of participation (2 replies)
  35. Is a retroactive annuity payment a protected benefit? (4 replies)
  36. 404(a)(7) Again (5 replies)
  37. new DB plan funding (4 replies)
  38. Schedule B vs. 5500 (6 replies)
  39. Frozen Floor-Offset Plan (5 replies)
  40. IRS Notice 2007-81 (17 replies)
  41. Cash-Balance Formulas (12 replies)
  42. Pre-Retirement Decrements (3 replies)
  43. Cash Balance Plans (7 replies)
  44. Dumb question regarding SP funding (8 replies)
  45. Participant Notices (2 replies)
  46. Phased Retirement Final Regs (16 replies)
  47. PPA - 411(d)(6) (2 replies)
  48. PBGC e filing (22 replies)
  49. I'm getting sick of this question. (15 replies)
  50. minimum funding if 8 1/2 months falls on a Saturday (2 replies)
  51. Fully-insured Plans (8 replies)
  52. Floor-Offset (5 replies)
  53. 415 limits (2 replies)
  54. PPA 2006 follow up (4 replies)
  55. Electronic filing of 5500 (2 replies)
  56. Frozen Benefit / Frozen Participants (20 replies)
  57. Changing assumptions on prior schedule B (3 replies)
  58. Form 4010 information (0 replies)
  59. Which salary to use when changing classifications (3 replies)
  60. DB/DC Aggregate Testing (2 replies)
  61. Vesting CB/PSP Combo Plan (10 replies)
  62. Non-Profit equals No 404 Limit ? (6 replies)
  63. Filing 5500 without 5330 (2 replies)
  64. SAS70 and SAS73 (1 reply)
  65. PBGC Reportable Event - Missed Quarterly (0 replies)
  66. PBGC Funding Notice (0 replies)
  67. Increased Retirement Age (10 replies)
  68. Plan termination and lump sums (5 replies)
  69. NRA = 70 (3 replies)
  70. 2007-28 Q&A 9 Reversed (7 replies)
  71. silly question about pbgc (3 replies)
  72. Partial Terminations (5 replies)
  73. 401(a)(26) (0 replies)
  74. Cash Balance Conversion (3 replies)
  75. Accrued-to Date Testing For Deferred Retirees and Wearaway (0 replies)
  76. separation from service (2 replies)
  77. Unit Credit Funding In the Year of Plan Termination (5 replies)
  78. Change In Actuarial Cost Method - Automatic Approval (1 reply)
  79. Funding deficiency re statute of limitations (2 replies)
  80. CB/PS NC (retirement ages vary) (2 replies)
  81. 415 Final Regulations and Conversion to Multiemployer Plan (0 replies)
  82. 415 Limit Annual Benefit Present Value (9 replies)
  83. RMD Based On Plan Assets (6 replies)
  84. Is Report of IQPA needed for company with two plans...? (2 replies)
  85. new DB plan for one participant (8 replies)
  86. TRA '86 (3 replies)
  87. Projected Unit Credit Funding With Top Heavy Minimums (2 replies)
  88. Proposed PPA regulations (3 replies)
  89. 2007 PBGC Notice (1 reply)
  90. 415 increases in frozen plan? (9 replies)
  91. Notice of Annuity - Single Premium Group Annuity Ongoing Plan (6 replies)
  92. Return to Work After Having Taken Lump Sum (1 reply)
  93. Restricted Distributions under PPA (2 replies)
  94. MPAA (5 replies)
  95. Eliminating Actuarial Increase (3 replies)
  96. Floor offset - minimum participation (29 replies)
  97. In-Kind Contribution (11 replies)
  98. MVAR (30 replies)
  99. Schedule B (4 replies)
  100. 415 limits (6 replies)
  101. Testing Age For DB/DC Combination (4 replies)
  102. PPA Interest rates (2 replies)
  103. Defined Benefit Distributions (0 replies)
  104. S415 Final Regulations (10 replies)
  105. DB Plan - Reimbursement of Plan Expenses? (8 replies)
  106. Funding for Termination liability (5 replies)
  107. QDRO (1 reply)
  108. Deadline for deductible contribution (0 replies)
  109. IRA Rollover of Payouts to Restricted HCEs (8 replies)
  110. DB Article/PPA Lump Sums (2 replies)
  111. Pre-EGTRRA 401(a)(17) limits (8 replies)
  112. Safe-Harbor Rate for Interest Credits (1 reply)
  113. Service Crediting Provision as Protected Benefit? (3 replies)
  114. Floor Offset question (6 replies)
  115. benefit restrictions - significantly underfunded plan (11 replies)
  116. plant shutdown and accrued benefits (1 reply)
  117. Mortality Table - IAM 83 Proj to 2000 with scale G (16 replies)
  118. Early Retirement (13 replies)
  119. Where will the world be re 6/30 FAS158 discount rate? (16 replies)
  120. 415 Limit with respect to MASD's (13 replies)
  121. Do we need to amend our plan to reflect Sec. 303 of PPA this year? (1 reply)
  122. FASB Question for a Small Plan (10 replies)
  123. PPA Qualified Optional Survivor Annuity (8 replies)
  124. New PPA mortality tables (0 replies)
  125. Can you split up a Multi Employer Union Plan? (3 replies)
  126. Non discrimination compensation in controlled group (1 reply)
  127. excess compensation and benefit calc (3 replies)
  128. Independent Actuary for Multi Employer Union Plan (1 reply)
  129. Order of Amortization Bases (2 replies)
  130. Excess assets problem & solution (16 replies)
  131. Forfeiture of benefits (2 replies)
  132. 412(c)(8) amendment (or as redesignated, 412(d)(2)) (7 replies)
  133. Undisclosed benefit (2 replies)
  134. Top Heavy Benefit (5 replies)
  135. Actuarial Certification (7 replies)
  136. Amending Plan's credited hours of service (2 replies)
  137. "safety valve" (1 reply)
  138. DOL Field Auditor with Potential Conflict of Interest (4 replies)
  139. A Twist on the DB/DC Combined Limit (14 replies)
  140. What would it take for you to agree to sign the Schedule B? (2 replies)
  141. 150% of CL (4 replies)
  142. DB to Profit sharing (15 replies)
  143. PBGC Mortality Assumptions - Definition of (4 replies)
  144. Improper payout (1 reply)
  145. Distribution from one participant DB plan (1 reply)
  146. DB/DC Combo plan, general test (6 replies)
  147. Actuarial Increase for late retirement (4 replies)
  148. Partial Plan Termination (5 replies)
  149. DB/DC max combined limits (One Participant) (10 replies)
  150. Non Discrimination Testing for Law firm plan (25 replies)
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