Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Lump Sum Calculation Under Cash Balance Plan

   By LIBOR, November 19, 2001
   • 1 reply
   • 2.3k views
   • 
   • Gary
   • November 27, 2001

2. 411(b) and offset plan

   By Gary, November 8, 2001
   • 4 replies
   • 1.9k views
   • 
   • Gary
   • November 23, 2001

3. Retroactive Application of $200,000 Comp Limit

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

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

   By Guest Scott McHenry, November 6, 2001
   • 8 replies
   • 2.8k views
   • 
   • AndyH
   • November 21, 2001

5. Taxable Wage Base

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

6. Projection of a mortality table

   By Gary, November 15, 2001
   • 4 replies
   • 2.7k views
   • 
   • david rigby
   • November 16, 2001

7. Social Security Offset situation

   By Gary, November 5, 2001
   • 6 replies
   • 2.5k views
   • 
   • RCK
   • November 15, 2001

8. Surviving Spouse Benefit

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

9. 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

10. Need help with calculation of pension benefit.

    By Guest Maynard, October 30, 2001
    • 18 replies
    • 4.2k views
    • 
    • mwyatt
    • November 13, 2001

11. life insurance in db plans

    By Guest mich823, November 8, 2001
    • 7 replies
    • 1.9k views
    • 
    • Belgarath
    • November 12, 2001

12. contribution 7 filing deadlines

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

13. money purchase plan (401k) for foreigner

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

14. PBGC rate to 120% PBGC rate

    By Gary, November 8, 2001
    • 0 replies
    • 2.2k views
    • 
    • Gary
    • November 8, 2001

15. lump sum distribution

    By Gary, November 2, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 8, 2001

16. insurance in defined benefit plans

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

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

    By David MacLennan, November 5, 2001
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • November 6, 2001

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

    By Gary, November 5, 2001
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • November 5, 2001

19. Distribution and GATT rates

    By dmb, November 1, 2001
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • November 5, 2001

20. Searching for a Revenue Ruling

    By Gary, November 2, 2001
    • 2 replies
    • 2.9k views
    • 
    • Gary
    • November 3, 2001

21. converting a DC to a DB plan

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

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

    By Guest cwood, October 17, 2001
    • 5 replies
    • 3.8k views
    • 
    • MGB
    • October 26, 2001

23. Acquiring Plan data

    By Gary, October 26, 2001
    • 2 replies
    • 1.4k views
    • 
    • Gary
    • October 26, 2001

24. Cash balance whipsaw

    By Gary, October 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • IRC401
    • October 26, 2001

25. pension reform 415 limits

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

26. 412(l) and deductibility

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

27. Ongoing funding ratios - actuarial value or market value

    By Guest Keith N, October 22, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • October 22, 2001

28. In-kind contribution to DB plan

    By AndyH, October 12, 2001
    • 8 replies
    • 6.4k views
    • 
    • Guest
    • October 17, 2001

29. Actuarial review of benefit calculation

    By Guest Franklin Evans, October 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 17, 2001

30. Waiver of JS in 1994

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

31. Asset Smoothing Methods

    By david rigby, October 8, 2001
    • 4 replies
    • 2.1k views
    • 
    • GBurns
    • October 13, 2001

32. Rev.Proc. 2000-40 & Takeovers

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

33. Municipal Plan "Spinoff"

    By LIBOR, October 12, 2001
    • 2 replies
    • 1.5k views
    • 
    • LIBOR
    • October 13, 2001

34. Rev. Rul. 98-1 and 415(b)

    By Guest 1950, October 11, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • October 11, 2001

35. Average Annual Comp. - Change in Plan Year

    By smm, October 10, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • October 10, 2001

36. 412i and 401(h)

    By Guest NPaleveda, October 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • October 10, 2001

37. 415e

    By Guest billy bong, October 9, 2001
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • October 9, 2001

38. 412i plans

    By Guest NPaleveda, October 8, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 8, 2001

39. Fully Insured Plans-412i

    By Guest NPaleveda, October 2, 2001
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • October 5, 2001

40. Actuarial Assumptions & Early Ret. Subsidies

    By LIBOR, October 4, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • October 4, 2001

41. Confidentiality of Retirement Benefits

    By Guest Ella, October 3, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 3, 2001

42. Products Marketed to DB plans

    By Guest edemby, September 28, 2001
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 28, 2001

43. Cash Balance Court Case

    By Guest JimmyP, September 28, 2001
    • 3 replies
    • 1.5k views
    • 
    • MGB
    • September 28, 2001

44. Moody's Aaa Bond rates for lump sum

    By Gary, September 28, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 28, 2001

45. 71 TPF&C moprtality table

    By Gary, September 27, 2001
    • 3 replies
    • 2.2k views
    • 
    • MGB
    • September 27, 2001

46. Cash Balance Plan - Court Case

    By david rigby, September 27, 2001
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • September 27, 2001

47. Flat Benefit Safe Harbor with Top Heavy Accruals

    By Guest sdolce, September 27, 2001
    • 1 reply
    • 1.3k views
    • 
    • FAPInJax
    • September 27, 2001

48. Final Average Salary

    By Guest Richard Scheer, September 25, 2001
    • 12 replies
    • 3.8k views
    • 
    • Guest
    • September 26, 2001

49. Determination letter

    By Guest carsca, September 4, 2001
    • 4 replies
    • 1.7k views
    • 
    • Medusa
    • September 25, 2001

50. Wtc

    By Guest Laura, September 24, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 25, 2001