Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 30-Year Rate Suspension

   By mwyatt, February 18, 2002
   • 5 replies
   • 1.8k views
   • 
   • AndyH
   • March 7, 2002

2. Lump sum calc for J&50 Normal Form

   By Guest Keith N, March 6, 2002
   • 2 replies
   • 1.7k views
   • 
   • David
   • March 6, 2002

3. Waivers of the Minimum Funding Standard

   By jwallace, March 6, 2002
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • March 6, 2002

4. Enron

   By IRC401, March 6, 2002
   • 1 reply
   • 1.5k views
   • 
   • MGB
   • March 6, 2002

5. ASPA's DB-K Proposal

   By Dave Baker, March 5, 2002
   • 2 replies
   • 1.5k views
   • 
   • stephen
   • March 5, 2002

6. Cash Balance Plan on top of 401k w/ X-tested PS plan

   By dmb, February 26, 2002
   • 4 replies
   • 1.5k views
   • 
   • dmb
   • February 27, 2002

7. use of EGTRRA 401(a)(17) limit in frozen DB Plan

   By EGB, February 22, 2002
   • 6 replies
   • 2k views
   • 
   • EGB
   • February 25, 2002

8. 410(b) For 401(l) Plan With Frozen Service But Has Pay Indexation

   By Guest Paula F, February 22, 2002
   • 0 replies
   • 1.4k views
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   • Guest
   • February 22, 2002

9. DB Plans and Marital Interest

   By Guest zoom d, February 21, 2002
   • 2 replies
   • 1.4k views
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   • mbozek
   • February 21, 2002

10. PBGC Coverage

    By Guest Donkey Kong, February 15, 2002
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 20, 2002

11. Safe Harbor Floor/Offset question

    By AndyH, November 30, 2001
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • February 20, 2002

12. 204(h) Notice under EGTRRA

    By Guest lisbetf, February 8, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 19, 2002

13. Permissibility of lump-sum and life annuity

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

14. In service distibutions to rehired retiree

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

15. limitation years

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

16. Form 1099 reporting relating to PBGC transferred monies

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

17. Canadian Retirement Benefits

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

18. GUST & EGTRRA restatements

    By Guest Ray Williams, February 11, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2002

19. 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

20. Eliminating optional form of benefit in a DB Plan

    By Guest ablach, February 4, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • February 10, 2002

21. Funding after FFL

    By Guest Chamelnix, February 8, 2002
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • February 9, 2002

22. Prohibited Transaction

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

23. 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

24. New prefix for EA #

    By mwyatt, February 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • mwyatt
    • February 7, 2002

25. Actuarial Designations

    By Blinky the 3-eyed Fish, January 15, 2002
    • 11 replies
    • 3.3k views
    • 
    • LIBOR
    • January 31, 2002

26. Cash Balance Plan Determination Letters

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

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

    By Guest Edward McElroy, January 24, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 25, 2002

28. Social Security Level Income Option Calculation Question

    By Guest Paula F, January 23, 2002
    • 2 replies
    • 7.5k views
    • 
    • Guest
    • January 24, 2002

29. 401(a)(17) and anti-EGTRRA amendment

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

30. Multiple Employer Plan -- Sharing Excess Assets

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

31. Increasing Benefits for Former HCEs

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

32. 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

33. Electronic Signatures

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

34. payments to missing/lost DB participants

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

35. AV of Assets - First Year Odd Situation

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

36. Merging plans

    By david rigby, January 9, 2002
    • 4 replies
    • 2.2k views
    • 
    • MGB
    • January 11, 2002

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

    By Guest slt, January 9, 2002
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • January 9, 2002

38. QJSA & Divorce

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

39. 412(i) Plans

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

40. Late 401(k0 Contributions

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

41. Installing a db plan for 2001

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

42. Plan termination and 1099's

    By Guest shronesz, January 2, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 3, 2002

43. 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

44. Life insurance beneficiary designation-opposite of Egelhoff

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

45. Sticky Plan Termination

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

46. Protected benefits

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

47. Lump sum of pension from ee contributory plan

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

48. Current Trends in Retirement Plans

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

49. Decrease in Accrued Benefit-Permitted?

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

50. Definition of Compensation

    By Gary, December 20, 2001
    • 3 replies
    • 2k views
    • 
    • AndyH
    • December 20, 2001