Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Does the DOL agree that adopting a "safe harbor" interest ra

   By JDuns, May 3, 2001
   • 1 reply
   • 1.4k views
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   • Gary
   • May 7, 2001

2. Do Money Purchase Plans suffer from age discrimiantion?

   By Guest jbruggeman, April 25, 2001
   • 14 replies
   • 2.4k views
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   • david rigby
   • May 5, 2001

3. minimum distribution after termination

   By Guest Ellen Anselm, May 4, 2001
   • 1 reply
   • 1.4k views
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   • david rigby
   • May 4, 2001

4. Remedy for active employee who discovers error in accrued benefit.

   By Gary, May 3, 2001
   • 1 reply
   • 1.4k views
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   • david rigby
   • May 3, 2001

5. Which governs, frozen accrued benefit or indexed 415 Dollar Limit?

   By David MacLennan, April 30, 2001
   • 5 replies
   • 2.6k views
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   • Guest
   • May 3, 2001

6. Can nondeductible quarterly contributions be returned to the employer?

   By Guest pension222, May 3, 2001
   • 2 replies
   • 1.5k views
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   • Guest
   • May 3, 2001

7. what is the scope of the 411(d)(6) relief granted for switching from P

   By Guest janie, April 27, 2001
   • 2 replies
   • 1.6k views
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   • Gary
   • May 3, 2001

8. can key EE's waive out to satisfy minimum funding - another winner of

   By Guest TracyAndrews, April 24, 2001
   • 5 replies
   • 1.8k views
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   • IRC401
   • April 29, 2001

9. gatt tables

   By Guest chuck, April 27, 2001
   • 2 replies
   • 2.5k views
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   • david rigby
   • April 27, 2001

10. Can a new Plan have a Short Year End?

    By Guest C.Wendt, April 25, 2001
    • 1 reply
    • 1.4k views
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    • wmyer
    • April 25, 2001

11. electing lump sum or annuity

    By Guest schlender, April 23, 2001
    • 1 reply
    • 1.5k views
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    • Guest
    • April 24, 2001

12. CB Plans - How many?

    By Guest Brian Walsh, April 12, 2001
    • 3 replies
    • 1.6k views
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    • IRC401
    • April 23, 2001

13. Max/ Min contributions for terminating DB plan.

    By actuarysmith, April 18, 2001
    • 6 replies
    • 1.8k views
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    • David MacLennan
    • April 19, 2001

14. What is protected when the benefit is based on social security covere

    By Guest meggie, April 17, 2001
    • 3 replies
    • 2.1k views
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    • Guest
    • April 19, 2001

15. Involuntary Distribution Provision: GATT Requirements

    By Guest BJGrenier, April 4, 2001
    • 10 replies
    • 3.1k views
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    • Guest
    • April 18, 2001

16. Company makes pension calculation mistake in favor of former employees

    By Gary, July 29, 1999
    • 11 replies
    • 3.6k views
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    • Guest
    • April 18, 2001

17. Participant Waivers of Unfunded Benefits

    By Guest Ed F, January 25, 2000
    • 5 replies
    • 2.4k views
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    • Guest
    • April 16, 2001

18. How do you calculate the covered compensation amount that is used in a

    By Guest M. Fox, April 9, 2001
    • 9 replies
    • 18.2k views
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    • david rigby
    • April 10, 2001

19. Can a 412i plan have a plan loan provision? DB Money Purchas Plans pla

    By Guest NPaleveda, April 7, 2001
    • 1 reply
    • 1.7k views
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    • Guest
    • April 9, 2001

20. Can a 412i plan intergrate social security-is there a program that run

    By Guest NPaleveda, April 7, 2001
    • 1 reply
    • 1.4k views
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    • Lorraine Dorsa
    • April 9, 2001

21. IRS Audit Checklist

    By Guest meggie, April 6, 2001
    • 1 reply
    • 2.2k views
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    • david rigby
    • April 6, 2001

22. Has anyone an opinin on or experience with converting a 412i into a tr

    By Guest NPaleveda, April 6, 2001
    • 1 reply
    • 2.3k views
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    • Guest
    • April 6, 2001

23. Anti-Cutback Rules as applied to DB Plans?

    By Guest Mike Pazzo, April 4, 2001
    • 1 reply
    • 1.4k views
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    • Guest
    • April 5, 2001

24. Where do i find the 1970 GA Mortality table. ?

    By Guest J. Dan Brown, March 29, 2001
    • 3 replies
    • 2.3k views
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    • Guest
    • April 4, 2001

25. Net Sch C = $0

    By David, April 2, 2001
    • 2 replies
    • 1.5k views
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    • Kristina
    • April 2, 2001

26. Can a terminated employee who was in a DB plan rollover his funds into

    By Guest Tara Curran, November 21, 2000
    • 3 replies
    • 1.8k views
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    • Guest
    • April 1, 2001

27. Does anyone know of a good program that generates actuarial conversion

    By Guest Ted H Munice, March 27, 2001
    • 5 replies
    • 1.6k views
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    • Guest
    • March 30, 2001

28. Vesting credit for partial year of employment

    By Guest meggie, March 14, 2001
    • 17 replies
    • 2.7k views
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    • Guest
    • March 29, 2001

29. Restricted Calculations Revisited

    By LIBOR, March 28, 2001
    • 0 replies
    • 1.4k views
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    • LIBOR
    • March 28, 2001

30. Treasury rates

    By david rigby, March 23, 2001
    • 2 replies
    • 1.5k views
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    • Guest
    • March 27, 2001

31. Ethical Dilemma

    By LIBOR, March 22, 2001
    • 4 replies
    • 1.7k views
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    • AndyH
    • March 26, 2001

32. Sample Normal Accrual Rate and Most Valuable Accrual Rate Calculation

    By AndyH, March 21, 2001
    • 4 replies
    • 4.6k views
    • 
    • AndyH
    • March 23, 2001

33. Unexpected excess assets from plan term

    By Medusa, March 21, 2001
    • 2 replies
    • 1.4k views
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    • RCK
    • March 22, 2001

34. Restricted HCE distributions-Any suggestions?

    By AndyH, March 20, 2001
    • 5 replies
    • 2k views
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    • Guest
    • March 22, 2001

35. Another top heavy ratio ?

    By Guest xplan, March 15, 2001
    • 3 replies
    • 1.8k views
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    • Guest
    • March 19, 2001

36. Regs 1.417(e)-(1)(d) - please check it out

    By Gary, March 12, 2001
    • 13 replies
    • 3.5k views
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    • MGB
    • March 16, 2001

37. DB/DC Top Heavy Minimum Benefit (Floor Offset and Comparability Analys

    By Guest, March 7, 2001
    • 4 replies
    • 2.8k views
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    • AndyH
    • March 15, 2001

38. Are railroad plans subject to 411 minimum accrual rules?

    By Gary, March 14, 2001
    • 0 replies
    • 1.4k views
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    • Gary
    • March 14, 2001

39. Plan Amendment's effect on terminated employees

    By Guest sgriff, March 13, 2001
    • 2 replies
    • 1.4k views
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    • Guest
    • March 14, 2001

40. Small DB Plan Valuation Software

    By Guest pension222, March 2, 2001
    • 3 replies
    • 1.8k views
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    • David MacLennan
    • March 13, 2001

41. Permitted Disparity - s/b interesting

    By Gary, March 8, 2001
    • 9 replies
    • 2.1k views
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    • Gary
    • March 9, 2001

42. 204(h) requirement as a result of TRA '86

    By Gary, March 8, 2001
    • 0 replies
    • 1.5k views
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    • Gary
    • March 8, 2001

43. Vesting after plan merger

    By nancy, March 7, 2001
    • 2 replies
    • 1.7k views
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    • QDROphile
    • March 7, 2001

44. 5% "Safety Valve" Rule

    By Guest, March 7, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • March 7, 2001

45. Contributory defined benefit plan and method of determining er/ee allo

    By Guest meggie, March 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 1, 2001

46. Compensation year overlaps but does not equal plan year.

    By Guest John Wade, February 27, 2001
    • 1 reply
    • 1.4k views
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    • AndyH
    • February 28, 2001

47. What mortality table is appropriate?

    By Gary, February 27, 2001
    • 1 reply
    • 1.7k views
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    • david rigby
    • February 27, 2001

48. New plan for older doctor - does this work?

    By Guest, February 23, 2001
    • 9 replies
    • 1.7k views
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    • AndyH
    • February 23, 2001

49. Is this Plan subject to 411 accrual rules?

    By Gary, February 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • February 18, 2001

50. Experience With DOL Audit of Converted Cash Balance Plan?

    By Guest DJK, February 14, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 14, 2001