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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. 1.401(a)(4)-5(b) restrictions & church plans

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

  2. What is PBGC mortality table?

    By Gary,
    • 0 replies
    • 3.1k views

  3. Paid pension for 28 years - then died. Widow denied any benefits (th

    By Guest Kathy Weber,
    • 2 replies
    • 1.3k views

  4. EA-2 Examination takers: Question #45?

    By Guest Donkey Kong,
    • 6 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest mary walsh,
    • 9 replies
    • 18.9k views

  6. Plan sez actuarial equivalency uses mortality based on the 71GAM table

    By Gary,
    • 4 replies
    • 1.9k views

  7. Defined benefit plan obligation split in power plant sale between sell

    By Guest rambutan,
    • 7 replies
    • 2.5k views
    • Guest
    • Guest

  8. CRT as beneficiary of DB plan

    By Guest Matt Tuttle,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  9. When calculating the most valuable benefit (MVAR) for a plan with no s

    By AndyH,
    • 8 replies
    • 2.7k views

  10. When testing a DB under 401(a)(4) on a benefits basis and the measurem

    By AndyH,
    • 0 replies
    • 1.4k views

  11. Required payments for terminated participant past NRA who dies before

    By Guest Ted H Munice,
    • 4 replies
    • 1.6k views

  12. Amending DB M&P Plan for GUST

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

  13. Need copy of rev ruling 71-446

    By Gary,
    • 5 replies
    • 3.2k views

  14. Does the annual compensation limit (currently set at $170,000) mention

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

  15. Takeover plan; change in funding method that must be disclosed?

    By Guest,
    • 1 reply
    • 1.4k views

  16. Can anyone suggest a website that contains information on the average

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

  17. What are some of the typical cost of living adjustment (COLA) methods

    By PMC,
    • 12 replies
    • 2.8k views

  18. 64oasdi rate of disability q's needed

    By Guest,
    • 7 replies
    • 1.9k views
    • Guest
    • Guest

  19. Alleged Fraudulant Social Security Offset Plan

    By Gary,
    • 12 replies
    • 2.4k views

  20. When should PBGC coverage begin when plan does not yet have vested ben

    By mming,
    • 4 replies
    • 2.4k views
    • Guest
    • Guest

  21. Is it legally possible to purchase pension credits outright or from an

    By Guest Argosos,
    • 1 reply
    • 1.4k views

  22. Deductibility & 10% Penalty - Small Plan Termination

    By David,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  23. market value adjustments

    By Guest LBBarr,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  24. Rollover from DB to IRA.

    By Guest jgroves,
    • 1 reply
    • 1.5k views

  25. 412(i) plans subject to 415 for optional forms of benefit (e.g. lump s

    By Guest PC,
    • 6 replies
    • 1.7k views
    • Guest
    • Guest

  26. IRC 415 100% comp limit post-NRD

    By Guest,
    • 2 replies
    • 1.7k views

  27. Birth rate probabilities

    By Guest,
    • 5 replies
    • 1.4k views

  28. Election Not to Participate in DB Plan

    By Guest Don N,
    • 3 replies
    • 2k views

  29. PIA calculation

    By Gary,
    • 1 reply
    • 1.8k views

  30. "Repayment Agreement," "Nonrestricted limit," &quo

    By Guest wworden,
    • 7 replies
    • 1.9k views

  31. De Minimis comp for 414(s) testing for DB plan

    By AndyH,
    • 3 replies
    • 2.7k views

  32. IRC Section 411(b)(1)(H) issue.

    By Guest janie,
    • 1 reply
    • 3.7k views
    • Guest
    • Guest

  33. Can nonqual. Deferred Compensation be included in Df of Compensation f

    By Guest Cal,
    • 1 reply
    • 1.3k views

  34. How do I appeal the automatic enrollment for cash balanced retirement

    By Guest tebutler,
    • 2 replies
    • 1.5k views

  35. Lump sum of early ret benefit under cash balance plan

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

  36. Actuarial Equivalent Benefits

    By Gary,
    • 4 replies
    • 2.3k views

  37. Final 411(d)(6) Regs Permit Elimination of Benefit Forms Satisfying QJ

    By Guest SCUDDESLER,
    • 2 replies
    • 1.9k views

  38. Grandfathering & PIA offset

    By David,
    • 3 replies
    • 2.7k views

  39. cash balance plan early retirement subsidy?

    By Guest RBeck,
    • 1 reply
    • 1.6k views
    • Gary
    • Gary

  40. Average Retirement Age

    By Dawn Hafner,
    • 1 reply
    • 1.7k views

  41. Determination Letter Deadline

    By Guest RW,
    • 1 reply
    • 1.3k views

  42. Change in factors used to compute lump sum-grandfather requirements?

    By AndyH,
    • 2 replies
    • 1.5k views

  43. ERISA rules for employee terminating in 1975. Eligible or not?

    By Guest Carl Miller,
    • 1 reply
    • 1.4k views

  44. Actuarial adjustment for deferred benefits?

    By Guest RBeck,
    • 3 replies
    • 2.1k views

  45. Where to find info on pension plan's funding status

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

  46. "significantly discriminatory" under 1.401(a)(4)-5

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

  47. Severance Benefit as Part of Early Retirement Window

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

  48. benefit elections for ad hoc increases

    By Guest,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  49. Contribution for Schedule B

    By richard,
    • 1 reply
    • 1.4k views

  50. What is the present value of a lifetime pension?

    By jlf,
    • 6 replies
    • 2.3k views
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