Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. Pre Retirement Death Benefit Eligibility Conditions

   By Guest meggie, February 5, 2001
   • 6 replies
   • 2.8k views
   • 
   • AndyH
   • February 8, 2001

2. Amendment to Cafeteria Plan

   By Guest ndgal, February 6, 2001
   • 1 reply
   • 1.9k views
   • 
   • KJohnson
   • February 6, 2001

3. PBGC male mortality?

   By Gary, February 1, 2001
   • 1 reply
   • 1.9k views
   • 
   • david rigby
   • February 1, 2001

4. Unsigned Plan Document - Schedule B

   By richard, January 31, 2001
   • 3 replies
   • 1.8k views
   • 
   • david rigby
   • February 1, 2001

5. Transfer of excess plan assets

   By Guest MAP, January 29, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • January 29, 2001

6. Alt. Flat Ben. Safe Harbor ?

   By David, January 25, 2001
   • 2 replies
   • 1.7k views
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   • David
   • January 26, 2001

7. Missing Employee Contribution Information in a DB Plan

   By richard, January 23, 2001
   • 5 replies
   • 2.6k views
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   • david rigby
   • January 26, 2001

8. Advance funding of early retirement window

   By AndyH, January 23, 2001
   • 7 replies
   • 1.7k views
   • 
   • AndyH
   • January 26, 2001

9. Deferred Retirement Option Plan (DROP)

   By Felicia, January 26, 2001
   • 0 replies
   • 2.2k views
   • 
   • Felicia
   • January 26, 2001

10. Frozen Top Heavy DB Plans

    By Guest LBBarr, January 19, 2001
    • 2 replies
    • 1.7k views
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    • Guest
    • January 25, 2001

11. FASB 87 Average future lifetime

    By FAPInJax, January 23, 2001
    • 0 replies
    • 2.3k views
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    • FAPInJax
    • January 23, 2001

12. Funding T-H DB plans

    By Guest meggie, January 22, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 23, 2001

13. My wife and I are thinking about switching to a DB plan. With our ages

    By Guest sampat, January 15, 2001
    • 31 replies
    • 4.3k views
    • 
    • Guest
    • January 23, 2001

14. Is purchasing guaranteed partial life annuities (not their entire bene

    By Guest Bruce Johnson, January 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 19, 2001

15. An old style Contributory DB Plan!

    By richard, January 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • January 19, 2001

16. Non-qualifed supplemental plan with SFAS 87 accounting

    By david rigby, January 18, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 19, 2001

17. Crediting service of rehired participants.

    By traveler, January 16, 2001
    • 4 replies
    • 3.1k views
    • 
    • traveler
    • January 18, 2001

18. What is a 414(k) account?

    By Guest, January 12, 2001
    • 1 reply
    • 14k views
    • 
    • David MacLennan
    • January 14, 2001

19. 414h calculation

    By Guest pthomann, January 13, 2001
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • January 13, 2001

20. 412(i) conversion to tratditional DB.

    By dmb, January 12, 2001
    • 0 replies
    • 1.5k views
    • 
    • dmb
    • January 12, 2001

21. Considering Service for a prior company.

    By Earl, January 10, 2001
    • 9 replies
    • 3.7k views
    • 
    • KJohnson
    • January 11, 2001

22. How are GATT interest rates determined? Is there a website that lists

    By Guest mary walsh, November 2, 2000
    • 9 replies
    • 19.4k views
    • 
    • david rigby
    • January 11, 2001

23. General Testing software for DB Plans

    By AndyH, January 3, 2001
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • January 6, 2001

24. frozen target plan receives funds

    By Guest shronesz, January 4, 2001
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • January 6, 2001

25. Unit Credit Funding Method & Frozen Plans

    By LIBOR, January 5, 2001
    • 1 reply
    • 3k views
    • 
    • david rigby
    • January 5, 2001

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

    By Guest FredReilly, December 28, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 1, 2001

27. "Make-up" Distribution

    By David, December 28, 2000
    • 8 replies
    • 2.4k views
    • 
    • david rigby
    • December 29, 2000

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

    By Guest MattL, December 29, 2000
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • December 29, 2000

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

    By Gary, December 21, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 29, 2000

30. Pre-2001 required GUST amendments?

    By Guest FredReilly, December 15, 2000
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • December 28, 2000

31. MP/DB Conversion

    By Guest Mike Mallon, December 20, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 27, 2000

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

    By Gary, December 21, 2000
    • 0 replies
    • 1.7k views
    • 
    • Gary
    • December 21, 2000

33. Combined Limits - Different Limitation Years

    By Guest Don N, December 20, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 20, 2000

34. Missed PBGC distribution deadline

    By nancy, December 13, 2000
    • 2 replies
    • 1.5k views
    • 
    • Lorraine Dorsa
    • December 17, 2000

35. 415(c) limit

    By Guest bill mahoney, December 14, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 15, 2000

36. Need Cash Balance Trust

    By Guest McElroy, December 15, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 15, 2000

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

    By Guest Scaf, December 14, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 14, 2000

38. Can SPD override the Plan doc.

    By Gary, December 9, 2000
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • December 13, 2000

39. Excluding pre-participation comp; when allowed?

    By AndyH, December 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • AndyH
    • December 13, 2000

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

    By Gary, December 12, 2000
    • 2 replies
    • 2.8k views
    • 
    • Everett Moreland
    • December 13, 2000

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

    By Scott, December 10, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 13, 2000

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

    By Lorraine Dorsa, December 8, 2000
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • December 11, 2000

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

    By Gary, December 9, 2000
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • December 9, 2000

44. Why 83 GAM considered a current table.

    By Gary, December 9, 2000
    • 0 replies
    • 1.7k views
    • 
    • Gary
    • December 9, 2000

45. Plan termination with early retirement subsidy

    By AndyH, December 7, 2000
    • 5 replies
    • 2.3k views
    • 
    • AndyH
    • December 9, 2000

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

    By Guest mwspaid, December 8, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 8, 2000

47. Survey information regarding pension benefit levels

    By Guest T.M., December 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 8, 2000

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

    By Guest, December 8, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 8, 2000

49. 1993 GAM Table -- help!

    By richard, November 22, 2000
    • 4 replies
    • 2k views
    • 
    • richard
    • December 6, 2000

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

    By Guest Pierson, December 4, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 4, 2000