Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. No lump-sum cash payment to the beneficiary of a retiree?

   By joel, September 20, 2002
   • 3 replies
   • 1.3k views
   • 
   • Mike Preston
   • September 23, 2002

2. Funding for a short plan year

   By Blinky the 3-eyed Fish, September 20, 2002
   • 3 replies
   • 1.7k views
   • 
   • Mike Preston
   • September 23, 2002

3. Successive short plan years

   By Blinky the 3-eyed Fish, September 23, 2002
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • September 23, 2002

4. Excise Tax on late contributions

   By Guest Marino13, September 19, 2002
   • 5 replies
   • 2.3k views
   • 
   • Mike Preston
   • September 22, 2002

5. ASOP 27 Example

   By Guest PensionNW, September 19, 2002
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • September 20, 2002

6. Divorce

   By Guest pjb, September 18, 2002
   • 10 replies
   • 2.3k views
   • 
   • mbozek
   • September 20, 2002

7. db plan statistics

   By Guest cooper, September 19, 2002
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • September 19, 2002

8. 415(b)(1)(B) calculation for 76 year old

   By Guest Victoria Pelletiere, September 19, 2002
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • September 19, 2002

9. Cost of insured death benefits in a DB plan.

   By Guest pension222, September 17, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 18, 2002

10. 412(i) Safe Harbor

    By Guest pension222, September 18, 2002
    • 3 replies
    • 1.6k views
    • 
    • mwyatt
    • September 18, 2002

11. Social Security Supplements

    By IRC401, September 12, 2002
    • 2 replies
    • 1.3k views
    • 
    • IRC401
    • September 12, 2002

12. Benefit Calculation Program?

    By AndyH, August 29, 2002
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • September 10, 2002

13. Plan Sponor Agreement to Change in Funding Method

    By Guest merlin, September 9, 2002
    • 2 replies
    • 1.3k views
    • 
    • mwyatt
    • September 9, 2002

14. vested?

    By Guest mikeak, September 6, 2002
    • 4 replies
    • 1.4k views
    • 
    • RTK
    • September 6, 2002

15. Minimum Funding Waiver

    By Guest shronesz, September 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 6, 2002

16. Deducting Unfunded Current Liability

    By Blinky the 3-eyed Fish, September 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • September 5, 2002

17. MPPP - Expenses for Purchase of Annuities

    By J. Bringhurst, August 29, 2002
    • 21 replies
    • 3.2k views
    • 
    • J. Bringhurst
    • September 4, 2002

18. Cash Option Amendment

    By LIBOR, August 29, 2002
    • 15 replies
    • 2.1k views
    • 
    • ishi
    • September 3, 2002

19. db pension plan

    By Guest derfbme, August 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • September 3, 2002

20. Pension Funding question?

    By Guest Hickory6, August 24, 2002
    • 22 replies
    • 3.5k views
    • 
    • mwyatt
    • August 30, 2002

21. DB/DC Gateway question

    By AndyH, February 6, 2002
    • 6 replies
    • 3.1k views
    • 
    • Mike Preston
    • August 29, 2002

22. Contributory DB Plan Involuntary Cash-outs

    By DTH, August 28, 2002
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • August 29, 2002

23. Nondeductible Contribution

    By Blinky the 3-eyed Fish, August 23, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 23, 2002

24. End of Year Valuation

    By Guest Marino13, August 20, 2002
    • 19 replies
    • 3.6k views
    • 
    • MGB
    • August 23, 2002

25. Retroactive application of 401(a)(17) limit

    By Guest Steve C., August 22, 2002
    • 3 replies
    • 2.3k views
    • 
    • Mike Preston
    • August 23, 2002

26. Participation in DC plan by participant in frozen, overfunded DB plan.

    By Guest Jae, June 20, 2000
    • 35 replies
    • 5.2k views
    • 
    • rcline46
    • August 23, 2002

27. SPD Disclosure re: Cash Balance Conversion

    By Christine Roberts, August 16, 2002
    • 1 reply
    • 1.1k views
    • 
    • IRC401
    • August 17, 2002

28. 404(a)(7) Question

    By Blinky the 3-eyed Fish, August 12, 2002
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 16, 2002

29. Historic Moody's Aa Rates

    By ishi, June 19, 2002
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • August 15, 2002

30. Restricted Employee Calculation

    By LIBOR, January 10, 2002
    • 20 replies
    • 4.3k views
    • 
    • AndyH
    • August 15, 2002

31. Actuarially Increasing the 415 Hi3 comp limit

    By dmb, August 13, 2002
    • 7 replies
    • 1.7k views
    • 
    • dmb
    • August 14, 2002

32. overfunded DB plan

    By David, August 2, 1999
    • 4 replies
    • 5.1k views
    • 
    • Guest
    • August 13, 2002

33. Plan-to-Plan Transfer of Assets

    By Scott, August 9, 2000
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • August 13, 2002

34. Possible "Lost" Pension

    By jpod, August 6, 2002
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • August 12, 2002

35. 415(b) Question

    By Guest Marino13, August 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • August 9, 2002

36. Plan Termination and Waiver of Benefits

    By Blinky the 3-eyed Fish, August 8, 2002
    • 0 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2002

37. Can Foreign Employees Join Qualified DB Plan?

    By Guest HarveyC, July 31, 2002
    • 5 replies
    • 2.5k views
    • 
    • IRC401
    • August 1, 2002

38. Retiree and change of annuity form

    By Guest shronesz, August 1, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • August 1, 2002

39. more 412(i)

    By Guest jig100, July 29, 2002
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • July 29, 2002

40. transfers amount defined benefit plans

    By LIBERTYKID, July 29, 2002
    • 0 replies
    • 1.2k views
    • 
    • LIBERTYKID
    • July 29, 2002

41. Change from single employer benefit plan to multiemployer benefit plan

    By Guest Diane M. Stolz, July 24, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 25, 2002

42. Termination Year Funding

    By Guest FredR, July 23, 2002
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • July 24, 2002

43. withdrawing from annuity fund

    By Guest JD698, July 23, 2002
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • July 23, 2002

44. What is the age 65, immediate annuity to lump sum conversion factor as

    By JDuns, July 19, 2002
    • 8 replies
    • 7.2k views
    • 
    • Mike Preston
    • July 23, 2002

45. 412i

    By Guest rubaiyat, July 18, 2002
    • 11 replies
    • 3.1k views
    • 
    • MGB
    • July 23, 2002

46. Effect of Top-Paid Group Election on Restricted Employee Determination

    By Guest merlin, July 19, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • July 23, 2002

47. Distress Termination with sufficient assets to pay guaranteed benefits

    By Guest Victoria Pelletiere, July 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 19, 2002

48. Offset to Accd Ben due to withdrawal of EE Cont

    By Gary, July 17, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • July 18, 2002

49. Frozen Accruals In a Floor-Offset Plan

    By Guest, February 15, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 18, 2002

50. 5500 for terminated plan without Schedule B

    By AndyH, July 8, 2002
    • 6 replies
    • 2.1k views
    • 
    • mwyatt
    • July 16, 2002