Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

1. Social Security Supplements

   By IRC401, September 12, 2002
   • 2 replies
   • 1.4k views
   • 
   • IRC401
   • September 12, 2002

2. Benefit Calculation Program?

   By AndyH, August 29, 2002
   • 11 replies
   • 2.2k views
   • 
   • Guest
   • September 10, 2002

3. Plan Sponor Agreement to Change in Funding Method

   By Guest merlin, September 9, 2002
   • 2 replies
   • 1.4k views
   • 
   • mwyatt
   • September 9, 2002

4. vested?

   By Guest mikeak, September 6, 2002
   • 4 replies
   • 1.6k views
   • 
   • RTK
   • September 6, 2002

5. Minimum Funding Waiver

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

6. Deducting Unfunded Current Liability

   By Blinky the 3-eyed Fish, September 5, 2002
   • 1 reply
   • 1.5k views
   • 
   • MGB
   • September 5, 2002

7. MPPP - Expenses for Purchase of Annuities

   By J. Bringhurst, August 29, 2002
   • 21 replies
   • 3.8k views
   • 
   • J. Bringhurst
   • September 4, 2002

8. Cash Option Amendment

   By LIBOR, August 29, 2002
   • 15 replies
   • 2.3k views
   • 
   • ishi
   • September 3, 2002

9. db pension plan

   By Guest derfbme, August 31, 2002
   • 1 reply
   • 1.4k views
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   • JanetM
   • September 3, 2002

10. Pension Funding question?

    By Guest Hickory6, August 24, 2002
    • 22 replies
    • 4.4k views
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    • mwyatt
    • August 30, 2002

11. DB/DC Gateway question

    By AndyH, February 6, 2002
    • 6 replies
    • 3.3k views
    • 
    • Mike Preston
    • August 29, 2002

12. Contributory DB Plan Involuntary Cash-outs

    By DTH, August 28, 2002
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 29, 2002

13. Nondeductible Contribution

    By Blinky the 3-eyed Fish, August 23, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • August 23, 2002

14. End of Year Valuation

    By Guest Marino13, August 20, 2002
    • 19 replies
    • 4k views
    • 
    • MGB
    • August 23, 2002

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

    By Guest Steve C., August 22, 2002
    • 3 replies
    • 2.5k views
    • 
    • Mike Preston
    • August 23, 2002

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

    By Guest Jae, June 20, 2000
    • 35 replies
    • 5.6k views
    • 
    • rcline46
    • August 23, 2002

17. SPD Disclosure re: Cash Balance Conversion

    By Christine Roberts, August 16, 2002
    • 1 reply
    • 1.3k views
    • 
    • IRC401
    • August 17, 2002

18. 404(a)(7) Question

    By Blinky the 3-eyed Fish, August 12, 2002
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • August 16, 2002

19. Historic Moody's Aa Rates

    By ishi, June 19, 2002
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • August 15, 2002

20. Restricted Employee Calculation

    By LIBOR, January 10, 2002
    • 20 replies
    • 4.6k views
    • 
    • AndyH
    • August 15, 2002

21. Actuarially Increasing the 415 Hi3 comp limit

    By dmb, August 13, 2002
    • 7 replies
    • 1.8k views
    • 
    • dmb
    • August 14, 2002

22. overfunded DB plan

    By David, August 2, 1999
    • 4 replies
    • 5.5k views
    • 
    • Guest
    • August 13, 2002

23. Plan-to-Plan Transfer of Assets

    By Scott, August 9, 2000
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 13, 2002

24. Possible "Lost" Pension

    By jpod, August 6, 2002
    • 9 replies
    • 2.2k views
    • 
    • david rigby
    • August 12, 2002

25. 415(b) Question

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

26. Plan Termination and Waiver of Benefits

    By Blinky the 3-eyed Fish, August 8, 2002
    • 0 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2002

27. Can Foreign Employees Join Qualified DB Plan?

    By Guest HarveyC, July 31, 2002
    • 5 replies
    • 2.7k views
    • 
    • IRC401
    • August 1, 2002

28. Retiree and change of annuity form

    By Guest shronesz, August 1, 2002
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • August 1, 2002

29. more 412(i)

    By Guest jig100, July 29, 2002
    • 1 reply
    • 2k views
    • 
    • Ron Snyder
    • July 29, 2002

30. transfers amount defined benefit plans

    By LIBERTYKID, July 29, 2002
    • 0 replies
    • 1.3k views
    • 
    • LIBERTYKID
    • July 29, 2002

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

    By Guest Diane M. Stolz, July 24, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 25, 2002

32. Termination Year Funding

    By Guest FredR, July 23, 2002
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • July 24, 2002

33. withdrawing from annuity fund

    By Guest JD698, July 23, 2002
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • July 23, 2002

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

    By JDuns, July 19, 2002
    • 8 replies
    • 7.9k views
    • 
    • Mike Preston
    • July 23, 2002

35. 412i

    By Guest rubaiyat, July 18, 2002
    • 11 replies
    • 3.5k views
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    • MGB
    • July 23, 2002

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

    By Guest merlin, July 19, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • July 23, 2002

37. Distress Termination with sufficient assets to pay guaranteed benefits

    By Guest Victoria Pelletiere, July 19, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 19, 2002

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

    By Gary, July 17, 2002
    • 2 replies
    • 1.7k views
    • 
    • Gary
    • July 18, 2002

39. Frozen Accruals In a Floor-Offset Plan

    By Guest, February 15, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 18, 2002

40. 5500 for terminated plan without Schedule B

    By AndyH, July 8, 2002
    • 6 replies
    • 2.2k views
    • 
    • mwyatt
    • July 16, 2002

41. Auditor Independence and TPA

    By Guest RockyTop2, July 16, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 16, 2002

42. social security or early ret supplement as part of accd ben

    By Gary, July 9, 2002
    • 4 replies
    • 1.5k views
    • 
    • IRC401
    • July 16, 2002

43. severance payments on retirement - defined benefit plan?

    By EGB, July 10, 2002
    • 2 replies
    • 1.9k views
    • 
    • Ron Snyder
    • July 12, 2002

44. Vesting Upon Termination of DB Plan

    By Scott, July 11, 2002
    • 3 replies
    • 3.9k views
    • 
    • mwyatt
    • July 12, 2002

45. General Tested Plans and "Fresh Start" rules

    By AndyH, July 1, 2002
    • 8 replies
    • 3.4k views
    • 
    • AndyH
    • July 12, 2002

46. Gatt

    By Guest kjk, July 3, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • July 9, 2002

47. Division of pension due to divorce

    By Gary, July 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • July 8, 2002

48. 401(a)(26) - any exception?

    By Lynn Campbell, December 21, 1999
    • 25 replies
    • 5.3k views
    • 
    • pookah
    • July 6, 2002

49. EGTRRA and 404 Deduction Limitations

    By Blinky the 3-eyed Fish, July 3, 2002
    • 2 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • July 5, 2002

50. In Service Distribution

    By Guest MikeMiller, June 27, 2002
    • 16 replies
    • 3.7k views
    • 
    • MGB
    • July 2, 2002