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Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

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

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

  2. Can SPD override the Plan doc.

    By Gary,
    • 1 reply
    • 1.7k views

  3. Excluding pre-participation comp; when allowed?

    By AndyH,
    • 0 replies
    • 1.6k views

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

    By Gary,
    • 2 replies
    • 2.9k views

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

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

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

    By Lorraine Dorsa,
    • 5 replies
    • 2.6k views
    • Guest
    • Guest

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

    By Gary,
    • 0 replies
    • 1.5k views

  8. Why 83 GAM considered a current table.

    By Gary,
    • 0 replies
    • 1.8k views

  9. Plan termination with early retirement subsidy

    By AndyH,
    • 5 replies
    • 2.5k views

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

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

  11. Survey information regarding pension benefit levels

    By Guest T.M.,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

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

    By Guest,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  13. 1993 GAM Table -- help!

    By richard,
    • 4 replies
    • 2.3k views

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

    By Guest Pierson,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  15. History of Pensions

    By Gary,
    • 9 replies
    • 3.5k views
    • Guest
    • Guest

  16. Disability early retirement

    By Guest meggie,
    • 3 replies
    • 2.8k views
    • Guest
    • Guest

  17. present value calculation of frozen defined benefit

    By Guest Robert Brock,
    • 2 replies
    • 2.3k views
    • Guest
    • Guest

  18. 204(h) Notice DB Partial Termination?

    By Alf,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

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

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

  20. Terminating an underfunded DB plan.

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

  21. Merging an underfunded DB Plan.

    By Guest,
    • 2 replies
    • 1.8k views

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

    By MR,
    • 4 replies
    • 2.3k views

  23. Excluding Employees Who Express Desire Not to Particiate

    By Guest sammy,
    • 3 replies
    • 2.2k views
    • Guest
    • Guest

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

    By Gary,
    • 1 reply
    • 1.8k views

  25. Check this quirky pension accrual formula

    By Gary,
    • 1 reply
    • 1.8k views

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

    By nancy,
    • 4 replies
    • 2.1k views

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

    By Guest Donkey Kong,
    • 6 replies
    • 1.7k views
    • Guest
    • Guest

  28. Frozen defined benefit plan in a control group

    By Guest Jae,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

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

    By Gary,
    • 2 replies
    • 2.2k views

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

    By AndyH,
    • 8 replies
    • 3.1k views

  31. post age 65 actuarial increase

    By Gary,
    • 13 replies
    • 3.8k views

  32. 411 post age 65 accruals - State Ret Plan for Teachers

    By Gary,
    • 0 replies
    • 1.6k views

  33. 1.401(a)(4)-5(b) restrictions & church plans

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

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

    By Guest RW,
    • 1 reply
    • 1.8k views

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

    By Guest Kathy Weber,
    • 2 replies
    • 1.7k views

  36. What is PBGC mortality table?

    By Gary,
    • 0 replies
    • 3.3k views

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

    By Guest rambutan,
    • 7 replies
    • 3k views
    • Guest
    • Guest

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

    By Gary,
    • 4 replies
    • 2.2k views

  39. Alleged Fraudulant Social Security Offset Plan

    By Gary,
    • 12 replies
    • 2.7k views

  40. CRT as beneficiary of DB plan

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

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

    By Guest Ted H Munice,
    • 4 replies
    • 1.8k views

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

    By AndyH,
    • 0 replies
    • 1.5k views

  43. Need copy of rev ruling 71-446

    By Gary,
    • 5 replies
    • 3.4k views

  44. Amending DB M&P Plan for GUST

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

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

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

  46. 64oasdi rate of disability q's needed

    By Guest,
    • 7 replies
    • 2.2k views
    • Guest
    • Guest

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

    By Guest,
    • 1 reply
    • 1.6k views

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

    By Guest rcenturion,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

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

    By Guest Argosos,
    • 1 reply
    • 1.6k views

  50. Deductibility & 10% Penalty - Small Plan Termination

    By David,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest
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