Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Furnishing Participants Documents

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

2. 412(i) funding

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

3. Beginning of Year Valuation

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

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

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

5. Average Compensation from Prior Employer

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

6. Separate Ben Structure

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

7. 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

8. 2002 DB limits?

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

9. Overpayment of Pension Benefits

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

10. child support order

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

11. Claims Procedures

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

12. Minimum Benefit

    By Dougsbpc, December 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • December 6, 2001

13. 415 Present Value Calculation

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

14. 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

15. 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

16. Commissions/"Fictitious salary"

    By JJD, November 29, 2001
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • November 29, 2001

17. DB Limits

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

18. Early ret window and lump sum interest rate

    By Gary, November 27, 2001
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • November 27, 2001

19. Lump Sum Calculation Under Cash Balance Plan

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

20. 411(b) and offset plan

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

21. Retroactive Application of $200,000 Comp Limit

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

22. 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

23. Taxable Wage Base

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

24. Projection of a mortality table

    By Gary, November 15, 2001
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • November 16, 2001

25. Social Security Offset situation

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

26. Surviving Spouse Benefit

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

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

    By Guest Jeff Kropp, July 6, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 14, 2001

28. Need help with calculation of pension benefit.

    By Guest Maynard, October 30, 2001
    • 18 replies
    • 3.1k views
    • 
    • mwyatt
    • November 13, 2001

29. life insurance in db plans

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

30. contribution 7 filing deadlines

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

31. money purchase plan (401k) for foreigner

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

32. PBGC rate to 120% PBGC rate

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

33. lump sum distribution

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

34. insurance in defined benefit plans

    By Guest mich823, November 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 8, 2001

35. New DB Plan with Jan 2 - Jan 1 Plan Year?

    By David MacLennan, November 5, 2001
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • November 6, 2001

36. Can a Plan compute the soc. sec. benefit (used for purposes of the off

    By Gary, November 5, 2001
    • 0 replies
    • 1.2k views
    • 
    • Gary
    • November 5, 2001

37. Distribution and GATT rates

    By dmb, November 1, 2001
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • November 5, 2001

38. Searching for a Revenue Ruling

    By Gary, November 2, 2001
    • 2 replies
    • 2.8k views
    • 
    • Gary
    • November 3, 2001

39. converting a DC to a DB plan

    By dmb, November 1, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 1, 2001

40. How is benefit calculated when participant continues working past norm

    By Guest cwood, October 17, 2001
    • 5 replies
    • 3.4k views
    • 
    • MGB
    • October 26, 2001

41. Acquiring Plan data

    By Gary, October 26, 2001
    • 2 replies
    • 1.3k views
    • 
    • Gary
    • October 26, 2001

42. Cash balance whipsaw

    By Gary, October 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • October 26, 2001

43. pension reform 415 limits

    By MR, October 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • October 25, 2001

44. 412(l) and deductibility

    By nancy, October 23, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • October 23, 2001

45. Ongoing funding ratios - actuarial value or market value

    By Guest Keith N, October 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • October 22, 2001

46. In-kind contribution to DB plan

    By AndyH, October 12, 2001
    • 8 replies
    • 5.7k views
    • 
    • Guest
    • October 17, 2001

47. Actuarial review of benefit calculation

    By Guest Franklin Evans, October 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2001

48. Waiver of JS in 1994

    By Guest SMazliah, October 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 16, 2001

49. Asset Smoothing Methods

    By david rigby, October 8, 2001
    • 4 replies
    • 2k views
    • 
    • GBurns
    • October 13, 2001

50. Rev.Proc. 2000-40 & Takeovers

    By LIBOR, October 13, 2001
    • 0 replies
    • 1.6k views
    • 
    • LIBOR
    • October 13, 2001