Help - Search - Members - Calendar
Full Version: Defined Benefit Plans, Including Cash Balance
BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
Pages: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35
  1. Plan Document for Government DB Plan (1 reply)
  2. Pension payments made to a nonresident alien, he passes away and now the surviving spouse wants to begin her payments under his SSN...is this legal? (3 replies)
  3. Waiver of Minimum Funding Standard (6 replies)
  4. 2003 pre-EGTRRA 415 $ Limit (4 replies)
  5. Compensation excluded from eligible earnings definition (13 replies)
  6. Is there proposed legislation that would increase the interest rate and thus lower lump sum values for DB plan? (9 replies)
  7. QPSA- Plan admin believes a divorce mayhave occurred. How do we confirm this? (1 reply)
  8. Elimination of Reconciliation Account (2 replies)
  9. 412(i) Plan Subject to FAS 132/87 ? (3 replies)
  10. Affiliated Service Group Compensation (1 reply)
  11. PBGC coverage for a non profit (1 reply)
  12. 404(a)(7) Limit (9 replies)
  13. Last day Employment Requirement in a DB plan (9 replies)
  14. FAS 87/132 Disributions (5 replies)
  15. Reuired Minimum Distributions (2 replies)
  16. Form 5500 and Corporate Tax Returns (3 replies)
  17. 404 Full funding calculation (2 replies)
  18. DB Plan Stats (2 replies)
  19. RPA assumptions (6 replies)
  20. Can a traditional defined benefit plan be converted to a 412(i)? (37 replies)
  21. 412i proposed Regs are out (1 reply)
  22. Doc says NRA = 70 ? (3 replies)
  23. PBGC Exemption Question (5 replies)
  24. Testing Age for General Testing - 1.401(a)(4) Regs (5 replies)
  25. Is there a pending legislative proposal to add a 20% excise tax to defined benefit lump sum distributions? Or is this just a rumor? (2 replies)
  26. Personal check used for funding corporate DB (4 replies)
  27. Unit Accrual vs. Fractional Accrual Formulas (31 replies)
  28. Calendar year data election for HCE (1 reply)
  29. Suspension of Benefits if Working Past NRD (3 replies)
  30. New SFAS 132 Available (7 replies)
  31. Current Liability range (1 reply)
  32. Safe Harbor design question- help requested (3 replies)
  33. Db Buyout (2 replies)
  34. Can you force a Death benefit over $5,000 after age 62? (3 replies)
  35. Latest on release of 412(i) regs, (that I've seen) for those who are interested (0 replies)
  36. Discrimination on Cashing Out DB Pension Plans (3 replies)
  37. Target Replacement Rates in DB Plans (1 reply)
  38. Trying to understand DB calcs.... (6 replies)
  39. Senate working on the interest rate change (and other relief) (16 replies)
  40. Restricted Benefits For Fired Employee (7 replies)
  41. Funding Waiver Application (7 replies)
  42. Pension Plan Audit & Sponsor's tax return (1 reply)
  43. Successor Employer (6 replies)
  44. IRS Audit of a DB Plan (1 reply)
  45. Underfunded DB Plan (1 reply)
  46. 1099R for benefits sent to the PBGC (3 replies)
  47. Dec 2003 FAS87 discount rate (20 replies)
  48. Rollover into a DB Plan (16 replies)
  49. Asset sale and successor liability issues (7 replies)
  50. 412(i), where is the guidance? (11 replies)
  51. Post Tax and Pretax Contributions Combined (0 replies)
  52. Req'd Minimum Distributions for DB plans (3 replies)
  53. Freezing cash balance plan - can the interest credit be frozen too? (3 replies)
  54. Cash Balance Spin-off (0 replies)
  55. Pension Answer Book a plan expense? (6 replies)
  56. Cash Balance Floor Offset Plans - Fantastic Results? (32 replies)
  57. Calculating the maximum lump sum (9 replies)
  58. Distribution Calculation for Mandatory Contributory DB Plan (2 replies)
  59. Unit credit funding (5 replies)
  60. Wages for Sole Proprietor (4 replies)
  61. Gray Book for 2004 (1 reply)
  62. db accrual contingent on 403(b) deferral.Can you do this? (0 replies)
  63. A Strange Benefit Formula (11 replies)
  64. Timing of DB plan contributions: annual or quarterly? (0 replies)
  65. pre-EGTRRA limits (7 replies)
  66. DB-DC offset & 404(a)(7) max (21 replies)
  67. Another DB/DC Gateway question (3 replies)
  68. Majority Owner (0 replies)
  69. Accrual Rate - Post Age 65 participant (1 reply)
  70. PBGC recovery of lump sums prior to distress termination (1 reply)
  71. distress termination issues (1 reply)
  72. Pension Plan vs. Taxable Account (13 replies)
  73. OBRA Full Funding Limit - Frozen Plan using Aggregate Method (12 replies)
  74. meaningful benefit (2 replies)
  75. Nondiscrimination with participant beyond NRA (0 replies)
  76. TV DB participant request for information (2 replies)
  77. Additional Funding Charge for a Plan first Subject to ERISA in 2003 (4 replies)
  78. Can a non-owner waive in and out of participation in a defined benefit plan? (2 replies)
  79. Full funding Limitation (1 reply)
  80. Compensation for Top Haevy Benefit (7 replies)
  81. Disability benefit- service crediting (2 replies)
  82. Reasonable? (7 replies)
  83. lump sum versus monthly payments? (9 replies)
  84. Nondiscrimination and cash balance (0 replies)
  85. Restricting optional forms of distribution (5 replies)
  86. Looking for a sample form for RMD that incorporates any spousal consent, options, etc. (0 replies)
  87. Another 404(a)(7) question (5 replies)
  88. Rehires - Purchasing Service Credit (3 replies)
  89. Duplicate DB benefit payments (2 replies)
  90. Determination letter filing deadline of January 1, 2004 (4 replies)
  91. DB Offset Plan (19 replies)
  92. Waiver of Benefits Sample Form Needed (8 replies)
  93. funding deficiency and full funding credit (2 replies)
  94. Can employer consider the larger benefits provided under a plan to older employees when negotiating salary? Age discrimination? (6 replies)
  95. C2 (DB) question (2 replies)
  96. Forfeited Involuntary DistributionsTo Revalue or Not To Revalue? (6 replies)
  97. More FAS and EGTRRA (2 replies)
  98. Underfunded Plan (3 replies)
  99. retro annuity start date- final regs (0 replies)
  100. Accrued to date general testing method- fixes in event of failure (5 replies)
  101. Projecting Retirement Age (3 replies)
  102. FASB recognition of future plan amendments(specifically EGTRRA) (1 reply)
  103. Missing Participant & Rev Proc 2003-44 (4 replies)
  104. What is compensation threshhold for HCE determination for plan year beginning 7/1/02? (4 replies)
  105. Unfreezing a Frozen Plan (1 reply)
  106. Brain Cramp on converting prior DB AB for 415 offset (7 replies)
  107. Partnership Net Earned Income Issues (10 replies)
  108. Deminimus Benefit (4 replies)
  109. Spinoff to be purchased. What happens to Pension Plan? (2 replies)
  110. Who is Janet Krueger? (2 replies)
  111. Top Heavy DB plan (9 replies)
  112. Cash Balance Plans (1 reply)
  113. Must 204(h) notice for a DB plan state what the benefit formula used to be, or can it just say that further benefit accruals are frozen? (8 replies)
  114. FAS87 - change in accounting methodology? (3 replies)
  115. Establishment of multi employer DB offered to HCE prohibited union workers (8 replies)
  116. New Business & First Plan Year (16 replies)
  117. Funding Method Change - Frozen Plan (3 replies)
  118. In Service Distribution due to DB Plan Termination (3 replies)
  119. New maximum deduction (9 replies)
  120. Maximum lump sum (14 replies)
  121. 415 limits precision (13 replies)
  122. 404 Fun (9 replies)
  123. Average Group Age Determines Benefit Level (10 replies)
  124. Definition of Employee (10 replies)
  125. Increase in Base Retirement Benefit for Delayed Retirement (6 replies)
  126. PBGC coverage on termination (8 replies)
  127. Rollovers from Profit Sharing Plan into DB Plan (8 replies)
  128. post normal ret age act increases (14 replies)
  129. Prior Participation and Service (1 reply)
  130. Turnover Table (1 reply)
  131. Proposed FASB Disclosure Requirements for DB Plans (0 replies)
  132. Check of Annuity Purchase Rate (2 replies)
  133. CL Interest Rate Selection (4 replies)
  134. In determining the amount of the offset from the PS, does the interest credited to a participant's account have to be actual or can it be hypothetical? (9 replies)
  135. Withhold tax in state of residence or state benefit earned? (1 reply)
  136. New DB plan in old company (3 replies)
  137. Calculation of Top Heavy Minimum For A deferred Retiree (10 replies)
  138. Rates for lump sum distributions (1 reply)
  139. Amending SPD (1 reply)
  140. Voluntary Employee Contributions in Defined Benefit PlansCan they be spun off to a separate plan? (1 reply)
  141. Mandatory lump sums (1 reply)
  142. What beginning DC account balance is allowed to be considered in a safe harbor DB floor offset? (4 replies)
  143. DB Document Restatement (7 replies)
  144. Pension Payments Continuing to Deceased Retiree (6 replies)
  145. Allocation of excess assets in a terminated DB plan (6 replies)
  146. non-profit entity - "maximum" contribution (4 replies)
  147. Cash Balance Plan with 3% Safe Harbor 401k and X-tested PS plan. (3 replies)
  148. Amendment to reduce benefit formula (3 replies)
  149. Failure to Furnish SPD (0 replies)
  150. Terminated Plan Valuation Date Change (4 replies)
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.