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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

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

    By nancy,
    • 4 replies
    • 2k views

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

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

  3. Frozen defined benefit plan in a control group

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

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

    By Gary,
    • 2 replies
    • 2.1k views

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

    By AndyH,
    • 8 replies
    • 2.7k views

  6. post age 65 actuarial increase

    By Gary,
    • 13 replies
    • 3.4k views

  7. 411 post age 65 accruals - State Ret Plan for Teachers

    By Gary,
    • 0 replies
    • 1.5k views

  8. 1.401(a)(4)-5(b) restrictions & church plans

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

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

    By Guest RW,
    • 1 reply
    • 1.7k views

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

    By Guest Kathy Weber,
    • 2 replies
    • 1.4k views

  11. What is PBGC mortality table?

    By Gary,
    • 0 replies
    • 3.2k views

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

    By Guest rambutan,
    • 7 replies
    • 2.7k views
    • Guest
    • Guest

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

    By Gary,
    • 4 replies
    • 1.9k views

  14. Alleged Fraudulant Social Security Offset Plan

    By Gary,
    • 12 replies
    • 2.5k views

  15. CRT as beneficiary of DB plan

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

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

    By Guest Ted H Munice,
    • 4 replies
    • 1.7k views

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

    By AndyH,
    • 0 replies
    • 1.4k views

  18. Need copy of rev ruling 71-446

    By Gary,
    • 5 replies
    • 3.3k views

  19. Amending DB M&P Plan for GUST

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

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

    By Guest,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  21. 64oasdi rate of disability q's needed

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

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

    By Guest,
    • 1 reply
    • 1.4k views

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

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

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

    By Guest Argosos,
    • 1 reply
    • 1.5k views

  25. Deductibility & 10% Penalty - Small Plan Termination

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

  26. market value adjustments

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

  27. Rollover from DB to IRA.

    By Guest jgroves,
    • 1 reply
    • 1.6k views

  28. IRC 415 100% comp limit post-NRD

    By Guest,
    • 2 replies
    • 1.8k views

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

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

  30. Birth rate probabilities

    By Guest,
    • 5 replies
    • 1.5k views

  31. Election Not to Participate in DB Plan

    By Guest Don N,
    • 3 replies
    • 2.1k views

  32. PIA calculation

    By Gary,
    • 1 reply
    • 1.8k views

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

    By Guest wworden,
    • 7 replies
    • 2k views

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

    By AndyH,
    • 3 replies
    • 2.8k views

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

    By Guest janie,
    • 1 reply
    • 3.8k views
    • Guest
    • Guest

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

    By Guest tebutler,
    • 2 replies
    • 1.6k views

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

    By Guest Cal,
    • 1 reply
    • 1.3k views

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

    By Guest SCUDDESLER,
    • 2 replies
    • 2k views

  39. Actuarial Equivalent Benefits

    By Gary,
    • 4 replies
    • 2.4k views

  40. Grandfathering & PIA offset

    By David,
    • 3 replies
    • 2.7k views

  41. cash balance plan early retirement subsidy?

    By Guest RBeck,
    • 1 reply
    • 1.7k views
    • Gary
    • Gary

  42. Actuarial adjustment for deferred benefits?

    By Guest RBeck,
    • 3 replies
    • 2.2k views

  43. Average Retirement Age

    By Dawn Hafner,
    • 1 reply
    • 1.7k views

  44. Determination Letter Deadline

    By Guest RW,
    • 1 reply
    • 1.3k views

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

    By AndyH,
    • 2 replies
    • 1.6k views

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

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

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

    By SMB,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  48. Severance Benefit as Part of Early Retirement Window

    By Scott,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

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

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

  50. benefit elections for ad hoc increases

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