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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. What is a 414(k) account?

    By Guest,
    • 1 reply
    • 13.3k views

  2. 412(i) conversion to tratditional DB.

    By dmb,
    • 0 replies
    • 1.5k views
    • dmb
    • dmb

  3. Funding deficiency consequences

    By richard,
    • 5 replies
    • 3.5k views

  4. Considering Service for a prior company.

    By Earl,
    • 9 replies
    • 3.3k views

  5. Unit Credit Funding Method & Frozen Plans

    By LIBOR,
    • 1 reply
    • 2.8k views

  6. frozen target plan receives funds

    By Guest shronesz,
    • 4 replies
    • 1.5k views

  7. General Testing software for DB Plans

    By AndyH,
    • 3 replies
    • 1.5k views

  8. Age calculation under 415(B) for early payment

    By Guest MattL,
    • 3 replies
    • 1.8k views

  9. "Make-up" Distribution

    By David,
    • 8 replies
    • 2.3k views

  10. HCE exception for 401(a)(26)?

    By Guest FredReilly,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  11. Anyone know where I can obtain 2000 cov comp table?

    By Gary,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  12. NRD at age 65, full benefits for term vested at SSRA, reduced at 65

    By Gary,
    • 0 replies
    • 1.6k views

  13. MP/DB Conversion

    By Guest Mike Mallon,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  14. Combined Limits - Different Limitation Years

    By Guest Don N,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  15. Pre-2001 required GUST amendments?

    By Guest FredReilly,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  16. Need Cash Balance Trust

    By Guest McElroy,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  17. Has anyone been through a recent DOL audit on plan expenses?

    By Guest Scaf,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  18. 415(c) limit

    By Guest bill mahoney,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  19. Missed PBGC distribution deadline

    By nancy,
    • 2 replies
    • 1.4k views

  20. Excluding pre-participation comp; when allowed?

    By AndyH,
    • 0 replies
    • 1.4k views

  21. Anyone know where I can obtain IRS Announcement 95-99?

    By Gary,
    • 2 replies
    • 2.7k views

  22. Can a cash balance plan (or any DB plan, for that matter) provide that

    By Scott,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  23. What requires same mort table for females and males for act equiv?

    By Gary,
    • 0 replies
    • 1.3k views

  24. Can SPD override the Plan doc.

    By Gary,
    • 1 reply
    • 1.5k views

  25. Why 83 GAM considered a current table.

    By Gary,
    • 0 replies
    • 1.6k views

  26. Crediting of Military Service in Non-Military DB Plan

    By Guest mwspaid,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  27. "Flip-flop" method of funding both a DB and DC plan and avoi

    By Lorraine Dorsa,
    • 5 replies
    • 2.1k views
    • Guest
    • Guest

  28. Has anyone done an SAR for a 412(i) plan?

    By Guest,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  29. Plan termination with early retirement subsidy

    By AndyH,
    • 5 replies
    • 2.2k views

  30. Survey information regarding pension benefit levels

    By Guest T.M.,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  31. Is a defined benefit plan considered a qualified retirement plan?

    By Guest Pierson,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  32. Does highest 3-year compensation figure of 415(b) have to be adjusted

    By Guest shronesz,
    • 27 replies
    • 5k views

  33. present value calculation of frozen defined benefit

    By Guest Robert Brock,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  34. 204(h) Notice DB Partial Termination?

    By Alf,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  35. Demo 7 of Schedule Q - Nondiscriminatory Past Service Credits

    By Guest Ted H Munice,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  36. Terminating an underfunded DB plan.

    By Guest,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  37. Merging an underfunded DB Plan.

    By Guest,
    • 2 replies
    • 1.6k views

  38. Excluding Employees Who Express Desire Not to Particiate

    By Guest sammy,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  39. University employee participates in ERISA 403(b) and also has self-emp

    By MR,
    • 4 replies
    • 2.1k views

  40. History of Pensions

    By Gary,
    • 9 replies
    • 3.2k views
    • Guest
    • Guest

  41. 1993 GAM Table -- help!

    By richard,
    • 4 replies
    • 1.9k views

  42. Disability early retirement

    By Guest meggie,
    • 3 replies
    • 2.7k views
    • Guest
    • Guest

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

    By Guest Tara Curran,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  44. Benefit payable at NRA (age 65), where SSRA is 66. Should SS Ben used

    By Gary,
    • 1 reply
    • 1.6k views

  45. Check this quirky pension accrual formula

    By Gary,
    • 1 reply
    • 1.6k views

  46. Frozen defined benefit plan in a control group

    By Guest Jae,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  47. If a DB plan has standard language for payouts at NRA (no later than 6

    By nancy,
    • 4 replies
    • 1.9k views

  48. Interpretation of Plan's assumptions to calculate lump sums

    By Gary,
    • 2 replies
    • 2k views

  49. 411 post age 65 accruals - State Ret Plan for Teachers

    By Gary,
    • 0 replies
    • 1.5k views

  50. Anti-Cutback apply to Credited Service Elimination for Rehires?

    By Guest RW,
    • 1 reply
    • 1.6k views
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