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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. "Flip-flop" method of funding both a DB and DC plan and avoi (5 replies)
  2. What requires same mort table for females and males for act equiv? (0 replies)
  3. Why 83 GAM considered a current table. (0 replies)
  4. Plan termination with early retirement subsidy (5 replies)
  5. Crediting of Military Service in Non-Military DB Plan (0 replies)
  6. Survey information regarding pension benefit levels (1 reply)
  7. Has anyone done an SAR for a 412(i) plan? (0 replies)
  8. 1993 GAM Table -- help! (4 replies)
  9. Is a defined benefit plan considered a qualified retirement plan? (1 reply)
  10. History of Pensions (9 replies)
  11. Disability early retirement (3 replies)
  12. present value calculation of frozen defined benefit (2 replies)
  13. 204(h) Notice DB Partial Termination? (1 reply)
  14. Demo 7 of Schedule Q - Nondiscriminatory Past Service Credits (0 replies)
  15. Terminating an underfunded DB plan. (2 replies)
  16. Merging an underfunded DB Plan. (2 replies)
  17. University employee participates in ERISA 403(b) and also has self-emp (4 replies)
  18. Excluding Employees Who Express Desire Not to Particiate (3 replies)
  19. Benefit payable at NRA (age 65), where SSRA is 66. Should SS Ben used (1 reply)
  20. Check this quirky pension accrual formula (1 reply)
  21. If a DB plan has standard language for payouts at NRA (no later than 6 (4 replies)
  22. EA-2 Examination takers: Question #45? (6 replies)
  23. Frozen defined benefit plan in a control group (0 replies)
  24. Interpretation of Plan's assumptions to calculate lump sums (2 replies)
  25. When calculating the most valuable benefit (MVAR) for a plan with no s (8 replies)
  26. post age 65 actuarial increase (13 replies)
  27. 411 post age 65 accruals - State Ret Plan for Teachers (0 replies)
  28. 1.401(a)(4)-5(b) restrictions & church plans (1 reply)
  29. Anti-Cutback apply to Credited Service Elimination for Rehires? (1 reply)
  30. Paid pension for 28 years - then died. Widow denied any benefits (th (2 replies)
  31. What is PBGC mortality table? (0 replies)
  32. Defined benefit plan obligation split in power plant sale between sell (7 replies)
  33. Plan sez actuarial equivalency uses mortality based on the 71GAM table (4 replies)
  34. Alleged Fraudulant Social Security Offset Plan (12 replies)
  35. CRT as beneficiary of DB plan (0 replies)
  36. Required payments for terminated participant past NRA who dies before (4 replies)
  37. When testing a DB under 401(a)(4) on a benefits basis and the measurem (0 replies)
  38. Need copy of rev ruling 71-446 (5 replies)
  39. Amending DB M&P Plan for GUST (0 replies)
  40. Does the annual compensation limit (currently set at $170,000) mention (3 replies)
  41. 64oasdi rate of disability q's needed (7 replies)
  42. Takeover plan; change in funding method that must be disclosed? (1 reply)
  43. Can anyone suggest a website that contains information on the average (2 replies)
  44. When should PBGC coverage begin when plan does not yet have vested ben (3 replies)
  45. Is it legally possible to purchase pension credits outright or from an (1 reply)
  46. Deductibility & 10% Penalty - Small Plan Termination (1 reply)
  47. market value adjustments (0 replies)
  48. Rollover from DB to IRA. (1 reply)
  49. IRC 415 100% comp limit post-NRD (2 replies)
  50. Lump sum of early ret benefit under cash balance plan (1 reply)
  51. Birth rate probabilities (5 replies)
  52. Election Not to Participate in DB Plan (3 replies)
  53. PIA calculation (1 reply)
  54. "Repayment Agreement," "Nonrestricted limit," &quo (7 replies)
  55. De Minimis comp for 414(s) testing for DB plan (3 replies)
  56. IRC Section 411(b)(1)(H) issue. (1 reply)
  57. How do I appeal the automatic enrollment for cash balanced retirement (2 replies)
  58. Can nonqual. Deferred Compensation be included in Df of Compensation f (1 reply)
  59. Final 411(d)(6) Regs Permit Elimination of Benefit Forms Satisfying QJ (2 replies)
  60. Actuarial Equivalent Benefits (4 replies)
  61. Grandfathering & PIA offset (3 replies)
  62. cash balance plan early retirement subsidy? (1 reply)
  63. Actuarial adjustment for deferred benefits? (3 replies)
  64. Average Retirement Age (1 reply)
  65. Determination Letter Deadline (1 reply)
  66. Change in factors used to compute lump sum-grandfather requirements? (2 replies)
  67. ERISA rules for employee terminating in 1975. Eligible or not? (1 reply)
  68. Where to find info on pension plan's funding status (2 replies)
  69. Severance Benefit as Part of Early Retirement Window (2 replies)
  70. "significantly discriminatory" under 1.401(a)(4)-5 (0 replies)
  71. benefit elections for ad hoc increases (0 replies)
  72. Contribution for Schedule B (1 reply)
  73. What is the present value of a lifetime pension? (6 replies)
  74. Cash Balance conversion issues (0 replies)
  75. Cash Balance Plan Conversions Cause Illegal Age Discrimination? (12 replies)
  76. Non-discrimination testing for a controlled group where each member sp (1 reply)
  77. Is there anyway to keep a DB plan inplace for exsisting benefits, and (3 replies)
  78. Law against no legible, current plan doc (0 replies)
  79. Opening balance wear away issues. (0 replies)
  80. Communication to employees of DB cost (5 replies)
  81. Predecessor Employer Service in Unit Benefit Plan (1 reply)
  82. Does this post-age-65 accrual formula seem legal to you? (4 replies)
  83. Section 404 maximum & Short Plan year (1 reply)
  84. Break in Service: Prohibit Lump Sum Cashout? (2 replies)
  85. Cash Balance Plan Distribution as it relates to 417(e) (0 replies)
  86. Ad hoc benefit increases for vested deferred participants (4 replies)
  87. Reduction in flat benefit formula (4 replies)
  88. 2000 Covered Comp tables, 2000 limits (1 reply)
  89. lump sum payout from cash balance plan (1 reply)
  90. Deductibility upon small plan termination; liabilities in excess of PB (3 replies)
  91. Lump sum changed from PBGC rates to 120% PBGC rates (1 reply)
  92. Do the latest "plan asset" regualations change the "Ven (0 replies)
  93. Lump sum due under cash balance plan - would it be greater of the acco (2 replies)
  94. Interest on retroactive payments? (5 replies)
  95. Former employee thinks scheduled cash-out distribution is not all that (3 replies)
  96. COLA on Comp Limit with a Lump Sum Distribution (1 reply)
  97. Change in Funding Method (1 reply)
  98. PBGC Coverage (5 replies)
  99. flip flop funding (0 replies)
  100. Question on comp limit (2 replies)
  101. changing valuation dates (5 replies)
  102. Good Website for Old Regs, etc. (0 replies)
  103. What is reasonable COLA assumption for lump sum (3 replies)
  104. Demutualization Compensation as Plan Asset (7 replies)
  105. FAS87 & SERP (0 replies)
  106. Missing Participant under a DB plan termination is now no longer missi (0 replies)
  107. Impact of COLA on lump sum (2 replies)
  108. Current Liability Interest Rates (1 reply)
  109. Reversion of excess pension assets and Medicaid/Medicare (2 replies)
  110. 10% penalty on overpayments made to 5% owners (0 replies)
  111. Lump Sum Distribution (4 replies)
  112. Refund of employee contributions in DB plan (2 replies)
  113. Definition of Accd Ben in Cash Balance Plan (0 replies)
  114. Adding Lump Sum Option after Plan Termination process has begun (0 replies)
  115. Early ret requirements under cash balance plan (1 reply)
  116. 411(d)(6) protected lump sum interest rates. (1 reply)
  117. No Suspension of Benefits Notice Provided (0 replies)
  118. Purchase of overfunded DB plan (0 replies)
  119. Interest Credit Rate in a Cash Balance Plan (6 replies)
  120. Funding for a Projected Top Heavy Benefit (4 replies)
  121. Another Top Heavy Question (2 replies)
  122. Retiree COLA permitted in frozen plan? (0 replies)
  123. Does a 1/1/2000 amendment to go to GATT rates trigger the 5 year waiti (0 replies)
  124. Senator Daniel Patrick Moynihan's op ed article in NY Times of May 30, (0 replies)
  125. Survey Data for Investment Costs/Practices for Large DB Plans (4 replies)
  126. Freezing or partially freezing a DB plan-what are the concerns? (7 replies)
  127. Accrued Benefit After Full Pre-Ret Dist. (2 replies)
  128. Suspension of Benefits Rules (0 replies)
  129. 415 Compensation Limit (1 reply)
  130. Where do I find Social Security Covered Compensation Taxable Wage Base (6 replies)
  131. Can AB be reduced because of 415? (4 replies)
  132. Contributory DB Plan Question (0 replies)
  133. Spinoff/Merger -- 414(L) -- asset transfer amount (1 reply)
  134. Claim for additional benefits PRIOR to Retirement (2 replies)
  135. Compulsory Annuitization of Annuity Account Balance Funded Solely By T (0 replies)
  136. Eliminating ER reduction in combination with termination or freeze (3 replies)
  137. Content of 204(h) Notice (1 reply)
  138. S Corp establishing a DB plan for corporate owners to avoid capital ga (1 reply)
  139. 415 limits for variable annuities (3 replies)
  140. Repymt of lump sum distribution and then rehired (0 replies)
  141. FIL & Fully Amortized Bases (3 replies)
  142. Mistaken DB contribution (7 replies)
  143. buyers of bus. sponsoring plans w/excess assets (0 replies)
  144. 401a4 non-discrim testing - 5% safety value for HCEs (2 replies)
  145. Plan Merger that results in reduction of future accruals (3 replies)
  146. 204(h) Notification - Is SPD sufficient? (6 replies)
  147. In-Kind Reversion To Employer (0 replies)
  148. determination letter caveat (0 replies)
  149. How to Keep Informed in the Pension Community (3 replies)
  150. lump sum payments after eff date and prior to adoption of amendment (3 replies)
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