Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. payments to missing/lost DB participants

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

2. AV of Assets - First Year Odd Situation

   By mwyatt, January 10, 2002
   • 10 replies
   • 2.3k views
   • 
   • david rigby
   • January 11, 2002

3. Merging plans

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

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

   By Guest slt, January 9, 2002
   • 5 replies
   • 3.6k views
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   • Guest
   • January 9, 2002

5. QJSA & Divorce

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

6. 412(i) Plans

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

7. Late 401(k0 Contributions

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

8. Installing a db plan for 2001

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

9. Plan termination and 1099's

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

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

    By JDuns, December 27, 2001
    • 3 replies
    • 1.8k views
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    • AndyH
    • December 31, 2001

11. Life insurance beneficiary designation-opposite of Egelhoff

    By Guest Susanne, December 26, 2001
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • December 28, 2001

12. Sticky Plan Termination

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

13. Protected benefits

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

14. Lump sum of pension from ee contributory plan

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

15. Current Trends in Retirement Plans

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

16. Decrease in Accrued Benefit-Permitted?

    By AndyH, December 20, 2001
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • December 20, 2001

17. Definition of Compensation

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

18. Furnishing Participants Documents

    By BFree, December 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • Gary
    • December 20, 2001

19. 412(i) funding

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

20. Beginning of Year Valuation

    By Dougsbpc, December 17, 2001
    • 4 replies
    • 3.1k views
    • 
    • david rigby
    • December 18, 2001

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

    By Guest kjk, December 14, 2001
    • 1 reply
    • 2k views
    • 
    • david rigby
    • December 14, 2001

22. Average Compensation from Prior Employer

    By Guest JPitcl, December 6, 2001
    • 2 replies
    • 1.5k views
    • 
    • David MacLennan
    • December 14, 2001

23. Separate Ben Structure

    By David, December 6, 2001
    • 11 replies
    • 2.1k views
    • 
    • Mike Preston
    • December 12, 2001

24. 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

25. 2002 DB limits?

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

26. Overpayment of Pension Benefits

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

27. child support order

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

28. Claims Procedures

    By Guest t936, December 5, 2001
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • December 6, 2001

29. Minimum Benefit

    By Dougsbpc, December 6, 2001
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • December 6, 2001

30. 415 Present Value Calculation

    By Guest Marino13, December 5, 2001
    • 5 replies
    • 2k views
    • 
    • david rigby
    • December 5, 2001

31. Frozen Initial Liability

    By Blinky the 3-eyed Fish, December 3, 2001
    • 3 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 3, 2001

32. The pitfalls (?) of defined benefit plans; commentary about recent art

    By Dave Baker, November 30, 2001
    • 3 replies
    • 1.9k views
    • 
    • mwyatt
    • November 30, 2001

33. Commissions/"Fictitious salary"

    By JJD, November 29, 2001
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • November 29, 2001

34. DB Limits

    By Guest Pamela K, November 27, 2001
    • 3 replies
    • 1.5k views
    • 
    • mwyatt
    • November 28, 2001

35. Early ret window and lump sum interest rate

    By Gary, November 27, 2001
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • November 27, 2001

36. Lump Sum Calculation Under Cash Balance Plan

    By LIBOR, November 19, 2001
    • 1 reply
    • 2.2k views
    • 
    • Gary
    • November 27, 2001

37. 411(b) and offset plan

    By Gary, November 8, 2001
    • 4 replies
    • 1.8k views
    • 
    • Gary
    • November 23, 2001

38. Retroactive Application of $200,000 Comp Limit

    By Guest merlin, November 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • November 22, 2001

39. Can minimum Lump Sum under 417(e) include Pre Retirement Mortality

    By Guest Scott McHenry, November 6, 2001
    • 8 replies
    • 2.7k views
    • 
    • AndyH
    • November 21, 2001

40. Taxable Wage Base

    By Guest mich823, November 19, 2001
    • 1 reply
    • 1.4k views
    • 
    • wmyer
    • November 19, 2001

41. Projection of a mortality table

    By Gary, November 15, 2001
    • 4 replies
    • 2.6k views
    • 
    • david rigby
    • November 16, 2001

42. Social Security Offset situation

    By Gary, November 5, 2001
    • 6 replies
    • 2.3k views
    • 
    • RCK
    • November 15, 2001

43. Surviving Spouse Benefit

    By david rigby, November 14, 2001
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • November 14, 2001

44. Benefit Accrual after Back Pay Award-Maximum hours of service credited

    By Guest Jeff Kropp, July 6, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 14, 2001

45. Need help with calculation of pension benefit.

    By Guest Maynard, October 30, 2001
    • 18 replies
    • 3.3k views
    • 
    • mwyatt
    • November 13, 2001

46. life insurance in db plans

    By Guest mich823, November 8, 2001
    • 7 replies
    • 1.8k views
    • 
    • Belgarath
    • November 12, 2001

47. contribution 7 filing deadlines

    By Guest mich823, November 9, 2001
    • 2 replies
    • 1.3k views
    • 
    • MGB
    • November 9, 2001

48. money purchase plan (401k) for foreigner

    By Guest pinocchio, November 8, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 8, 2001

49. PBGC rate to 120% PBGC rate

    By Gary, November 8, 2001
    • 0 replies
    • 2.1k views
    • 
    • Gary
    • November 8, 2001

50. lump sum distribution

    By Gary, November 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 8, 2001