Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Social Security Level Income Option Calculation Question

   By Guest Paula F, January 23, 2002
   • 2 replies
   • 7.6k views
   • 
   • Guest
   • January 24, 2002

2. 401(a)(17) and anti-EGTRRA amendment

   By Guest kbs, January 17, 2002
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • January 18, 2002

3. Multiple Employer Plan -- Sharing Excess Assets

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

4. Increasing Benefits for Former HCEs

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

5. 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
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   • david rigby
   • January 15, 2002

6. Electronic Signatures

   By Guest MAM190, January 15, 2002
   • 0 replies
   • 1.4k views
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   • Guest
   • January 15, 2002

7. payments to missing/lost DB participants

   By Guest gregoryp, October 31, 2001
   • 3 replies
   • 1.6k views
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   • david rigby
   • January 15, 2002

8. AV of Assets - First Year Odd Situation

   By mwyatt, January 10, 2002
   • 10 replies
   • 2.4k views
   • 
   • david rigby
   • January 11, 2002

9. Merging plans

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

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

    By Guest slt, January 9, 2002
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • January 9, 2002

11. QJSA & Divorce

    By Guest richt, January 7, 2002
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • January 9, 2002

12. 412(i) Plans

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

13. Late 401(k0 Contributions

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

14. Installing a db plan for 2001

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

15. Plan termination and 1099's

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

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

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

17. Life insurance beneficiary designation-opposite of Egelhoff

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

18. Sticky Plan Termination

    By Guest Keith N, December 21, 2001
    • 6 replies
    • 1.9k views
    • 
    • AndyH
    • December 24, 2001

19. Protected benefits

    By Gary, December 21, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 21, 2001

20. Lump sum of pension from ee contributory plan

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

21. Current Trends in Retirement Plans

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

22. Decrease in Accrued Benefit-Permitted?

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

23. Definition of Compensation

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

24. Furnishing Participants Documents

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

25. 412(i) funding

    By Guest warocker1, December 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • mwyatt
    • December 20, 2001

26. Beginning of Year Valuation

    By Dougsbpc, December 17, 2001
    • 4 replies
    • 3.2k views
    • 
    • david rigby
    • December 18, 2001

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

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

28. Average Compensation from Prior Employer

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

29. Separate Ben Structure

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

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

    By Guest Iago1269, December 4, 2001
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • December 12, 2001

31. 2002 DB limits?

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

32. Overpayment of Pension Benefits

    By Guest chlomer, December 5, 2001
    • 5 replies
    • 3.8k views
    • 
    • jpod
    • December 10, 2001

33. child support order

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

34. Claims Procedures

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

35. Minimum Benefit

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

36. 415 Present Value Calculation

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

37. Frozen Initial Liability

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

38. 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

39. Commissions/"Fictitious salary"

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

40. DB Limits

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

41. Early ret window and lump sum interest rate

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

42. Lump Sum Calculation Under Cash Balance Plan

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

43. 411(b) and offset plan

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

44. Retroactive Application of $200,000 Comp Limit

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

45. 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

46. Taxable Wage Base

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

47. Projection of a mortality table

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

48. Social Security Offset situation

    By Gary, November 5, 2001
    • 6 replies
    • 2.4k views
    • 
    • RCK
    • November 15, 2001

49. Surviving Spouse Benefit

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

50. 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