Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 204(h) Notice under EGTRRA

   By Guest lisbetf, February 8, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • February 19, 2002

2. Permissibility of lump-sum and life annuity

   By YankeeFan, February 19, 2002
   • 5 replies
   • 1.9k views
   • 
   • AndyH
   • February 19, 2002

3. In service distibutions to rehired retiree

   By AndyH, February 15, 2002
   • 6 replies
   • 3.2k views
   • 
   • david rigby
   • February 15, 2002

4. limitation years

   By Belgarath, February 13, 2002
   • 12 replies
   • 2.1k views
   • 
   • Mike Preston
   • February 15, 2002

5. Form 1099 reporting relating to PBGC transferred monies

   By Guest Diane DuFresne, February 14, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • February 14, 2002

6. Canadian Retirement Benefits

   By alexa, February 13, 2002
   • 2 replies
   • 1.4k views
   • 
   • alexa
   • February 13, 2002

7. GUST & EGTRRA restatements

   By Guest Ray Williams, February 11, 2002
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • February 12, 2002

8. comuting the accrued benefit by using a project and prorate method

   By Gary, February 10, 2002
   • 0 replies
   • 2.3k views
   • 
   • Gary
   • February 10, 2002

9. Eliminating optional form of benefit in a DB Plan

   By Guest ablach, February 4, 2002
   • 2 replies
   • 1.5k views
   • 
   • Gary
   • February 10, 2002

10. Funding after FFL

    By Guest Chamelnix, February 8, 2002
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • February 9, 2002

11. Prohibited Transaction

    By eilano, February 7, 2002
    • 11 replies
    • 1.8k views
    • 
    • KJohnson
    • February 8, 2002

12. Aggregating DC for owners only with larger DB. What are the issues?

    By AndyH, February 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • February 8, 2002

13. New prefix for EA #

    By mwyatt, February 7, 2002
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • February 7, 2002

14. Actuarial Designations

    By Blinky the 3-eyed Fish, January 15, 2002
    • 11 replies
    • 3.2k views
    • 
    • LIBOR
    • January 31, 2002

15. Cash Balance Plan Determination Letters

    By Guest Edward McElroy, January 28, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 29, 2002

16. Annual Freezing of Accruals under a Cash Balance Plan Covering Partner

    By Guest Edward McElroy, January 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 25, 2002

17. Social Security Level Income Option Calculation Question

    By Guest Paula F, January 23, 2002
    • 2 replies
    • 7.4k views
    • 
    • Guest
    • January 24, 2002

18. 401(a)(17) and anti-EGTRRA amendment

    By Guest kbs, January 17, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 18, 2002

19. Multiple Employer Plan -- Sharing Excess Assets

    By davef, January 17, 2002
    • 0 replies
    • 1.4k views
    • 
    • davef
    • January 17, 2002

20. Increasing Benefits for Former HCEs

    By Guest ConsultingActuary, January 10, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 16, 2002

21. When was the last time a DB plan had to be updated for legislative cha

    By Guest Kathleen Fouquet, January 15, 2002
    • 7 replies
    • 1.7k views
    • 
    • david rigby
    • January 15, 2002

22. Electronic Signatures

    By Guest MAM190, January 15, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2002

23. payments to missing/lost DB participants

    By Guest gregoryp, October 31, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 15, 2002

24. AV of Assets - First Year Odd Situation

    By mwyatt, January 10, 2002
    • 10 replies
    • 2.2k views
    • 
    • david rigby
    • January 11, 2002

25. Merging plans

    By david rigby, January 9, 2002
    • 4 replies
    • 2.1k views
    • 
    • MGB
    • January 11, 2002

26. Can anyone explain to me the difference between a (1) unit benefit, (2

    By Guest slt, January 9, 2002
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • January 9, 2002

27. QJSA & Divorce

    By Guest richt, January 7, 2002
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • January 9, 2002

28. 412(i) Plans

    By Guest merlin, January 8, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 9, 2002

29. Late 401(k0 Contributions

    By Guest mich823, December 13, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 7, 2002

30. Installing a db plan for 2001

    By Gary, January 4, 2002
    • 6 replies
    • 1.5k views
    • 
    • Medusa
    • January 4, 2002

31. Plan termination and 1099's

    By Guest shronesz, January 2, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2002

32. Restricted payouts for surviving spouse of a top 25 employee? Any opti

    By JDuns, December 27, 2001
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • December 31, 2001

33. Life insurance beneficiary designation-opposite of Egelhoff

    By Guest Susanne, December 26, 2001
    • 3 replies
    • 1.8k views
    • 
    • AndyH
    • December 28, 2001

34. Sticky Plan Termination

    By Guest Keith N, December 21, 2001
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • December 24, 2001

35. Protected benefits

    By Gary, December 21, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 21, 2001

36. Lump sum of pension from ee contributory plan

    By Gary, December 21, 2001
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • December 21, 2001

37. Current Trends in Retirement Plans

    By Gary, December 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • December 20, 2001

38. Decrease in Accrued Benefit-Permitted?

    By AndyH, December 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • December 20, 2001

39. Definition of Compensation

    By Gary, December 20, 2001
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • December 20, 2001

40. Furnishing Participants Documents

    By BFree, December 13, 2001
    • 3 replies
    • 1.5k views
    • 
    • Gary
    • December 20, 2001

41. 412(i) funding

    By Guest warocker1, December 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • mwyatt
    • December 20, 2001

42. Beginning of Year Valuation

    By Dougsbpc, December 17, 2001
    • 4 replies
    • 3k views
    • 
    • david rigby
    • December 18, 2001

43. Reduction of Accrued Benefit (but not by amendment)

    By Guest kjk, December 14, 2001
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • December 14, 2001

44. Average Compensation from Prior Employer

    By Guest JPitcl, December 6, 2001
    • 2 replies
    • 1.4k views
    • 
    • David MacLennan
    • December 14, 2001

45. Separate Ben Structure

    By David, December 6, 2001
    • 11 replies
    • 2k views
    • 
    • Mike Preston
    • December 12, 2001

46. If the December benefit for a retiree is paid 1-2-02 which year's 415

    By Guest Iago1269, December 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • December 12, 2001

47. 2002 DB limits?

    By Guest Pamela K, November 28, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 11, 2001

48. Overpayment of Pension Benefits

    By Guest chlomer, December 5, 2001
    • 5 replies
    • 3.7k views
    • 
    • jpod
    • December 10, 2001

49. child support order

    By Guest Kehau, December 5, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 6, 2001

50. Claims Procedures

    By Guest t936, December 5, 2001
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • December 6, 2001