Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. lump sum distribution

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

2. insurance in defined benefit plans

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

3. 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

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

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

5. Distribution and GATT rates

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

6. Searching for a Revenue Ruling

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

7. converting a DC to a DB plan

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

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

   By Guest cwood, October 17, 2001
   • 5 replies
   • 3.6k views
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   • MGB
   • October 26, 2001

9. Acquiring Plan data

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

10. Cash balance whipsaw

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

11. pension reform 415 limits

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

12. 412(l) and deductibility

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

13. 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

14. In-kind contribution to DB plan

    By AndyH, October 12, 2001
    • 8 replies
    • 6k views
    • 
    • Guest
    • October 17, 2001

15. Actuarial review of benefit calculation

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

16. Waiver of JS in 1994

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

17. Asset Smoothing Methods

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

18. Rev.Proc. 2000-40 & Takeovers

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

19. Municipal Plan "Spinoff"

    By LIBOR, October 12, 2001
    • 2 replies
    • 1.4k views
    • 
    • LIBOR
    • October 13, 2001

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

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

21. Average Annual Comp. - Change in Plan Year

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

22. 412i and 401(h)

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

23. 415e

    By Guest billy bong, October 9, 2001
    • 3 replies
    • 1.7k views
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    • david rigby
    • October 9, 2001

24. 412i plans

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

25. Fully Insured Plans-412i

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

26. Actuarial Assumptions & Early Ret. Subsidies

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

27. Confidentiality of Retirement Benefits

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

28. Products Marketed to DB plans

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

29. Cash Balance Court Case

    By Guest JimmyP, September 28, 2001
    • 3 replies
    • 1.4k views
    • 
    • MGB
    • September 28, 2001

30. Moody's Aaa Bond rates for lump sum

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

31. 71 TPF&C moprtality table

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

32. Cash Balance Plan - Court Case

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

33. Flat Benefit Safe Harbor with Top Heavy Accruals

    By Guest sdolce, September 27, 2001
    • 1 reply
    • 1.2k views
    • 
    • FAPInJax
    • September 27, 2001

34. Final Average Salary

    By Guest Richard Scheer, September 25, 2001
    • 12 replies
    • 3.5k views
    • 
    • Guest
    • September 26, 2001

35. Determination letter

    By Guest carsca, September 4, 2001
    • 4 replies
    • 1.6k views
    • 
    • Medusa
    • September 25, 2001

36. Wtc

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

37. Embezzlement and Minimum Funding

    By Guest sdolce, September 13, 2001
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • September 24, 2001

38. Prudential Demutualization

    By card, September 21, 2001
    • 4 replies
    • 3k views
    • 
    • card
    • September 22, 2001

39. Suspension of Benefits

    By Guest sdolce, September 20, 2001
    • 5 replies
    • 2.7k views
    • 
    • david rigby
    • September 21, 2001

40. Different Benefits For HCES

    By Guest sdolce, September 13, 2001
    • 3 replies
    • 1.9k views
    • 
    • RCK
    • September 21, 2001

41. Minimum funding due date 9/15 or 9/17?

    By AndyH, September 13, 2001
    • 11 replies
    • 3.3k views
    • 
    • david rigby
    • September 17, 2001

42. Plan formula different from document

    By Guest Jim Hunzelman, September 13, 2001
    • 4 replies
    • 1.6k views
    • 
    • Belgarath
    • September 14, 2001

43. Transition Credits and Non-Discrimination

    By Guest JimmyP, September 7, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 7, 2001

44. PBGC premium

    By david rigby, September 4, 2001
    • 1 reply
    • 1.5k views
    • 
    • RCK
    • September 5, 2001

45. Compensation limit is retroactive

    By MGB, August 31, 2001
    • 6 replies
    • 1.9k views
    • 
    • AndyH
    • September 5, 2001

46. actuarial equivalence under 401(a)(9)(C)(iii) per SBJPA 96

    By Guest meggie, September 3, 2001
    • 3 replies
    • 2.5k views
    • 
    • MGB
    • September 4, 2001

47. 401(a)(4) Testing of Contributory DB Plan

    By Guest Doug Goelz, September 3, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 3, 2001

48. Accrual of Benefits after going into pay status

    By Guest Dayon, August 30, 2001
    • 2 replies
    • 2.4k views
    • 
    • MGB
    • August 31, 2001

49. cash balance annuity conversion

    By Gary, August 30, 2001
    • 0 replies
    • 2k views
    • 
    • Gary
    • August 30, 2001

50. GUST Restatement Deadline

    By Guest pension222, August 28, 2001
    • 5 replies
    • 3.1k views
    • 
    • David
    • August 30, 2001