Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

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

   By Guest janie, September 13, 2000
   • 1 reply
   • 3.7k views
   • 
   • Guest
   • September 14, 2000

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

   By Guest tebutler, September 12, 2000
   • 2 replies
   • 1.5k views
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   • Larry M
   • September 14, 2000

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

   By Guest Cal, September 12, 2000
   • 1 reply
   • 1.3k views
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   • david rigby
   • September 13, 2000

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

   By Guest SCUDDESLER, September 11, 2000
   • 2 replies
   • 1.9k views
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   • david rigby
   • September 12, 2000

5. Actuarial Equivalent Benefits

   By Gary, September 11, 2000
   • 4 replies
   • 2.3k views
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   • david rigby
   • September 12, 2000

6. Grandfathering & PIA offset

   By David, September 11, 2000
   • 3 replies
   • 2.7k views
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   • AndyH
   • September 11, 2000

7. cash balance plan early retirement subsidy?

   By Guest RBeck, August 31, 2000
   • 1 reply
   • 1.6k views
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   • Gary
   • September 11, 2000

8. Actuarial adjustment for deferred benefits?

   By Guest RBeck, August 25, 2000
   • 3 replies
   • 2.1k views
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   • flosfur
   • September 8, 2000

9. Average Retirement Age

   By Dawn Hafner, August 31, 2000
   • 1 reply
   • 1.7k views
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   • rcline46
   • September 1, 2000

10. Determination Letter Deadline

    By Guest RW, August 30, 2000
    • 1 reply
    • 1.3k views
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    • M R Bernardin
    • August 31, 2000

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

    By AndyH, August 30, 2000
    • 2 replies
    • 1.5k views
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    • AndyH
    • August 30, 2000

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

    By Guest Carl Miller, August 26, 2000
    • 1 reply
    • 1.4k views
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    • david rigby
    • August 27, 2000

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

    By SMB, August 23, 2000
    • 2 replies
    • 1.6k views
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    • Guest
    • August 24, 2000

14. Severance Benefit as Part of Early Retirement Window

    By Scott, August 22, 2000
    • 2 replies
    • 2k views
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    • Guest
    • August 23, 2000

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

    By Guest, August 23, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 23, 2000

16. benefit elections for ad hoc increases

    By Guest, August 22, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 22, 2000

17. Contribution for Schedule B

    By richard, August 21, 2000
    • 1 reply
    • 1.4k views
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    • david rigby
    • August 21, 2000

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

    By jlf, August 16, 2000
    • 6 replies
    • 2.3k views
    • 
    • david rigby
    • August 17, 2000

19. Cash Balance conversion issues

    By Guest sgriff, August 15, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 15, 2000

20. Cash Balance Plan Conversions Cause Illegal Age Discrimination?

    By Guest kp, December 30, 1998
    • 12 replies
    • 2.3k views
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    • Guest
    • August 9, 2000

21. Non-discrimination testing for a controlled group where each member sp

    By Guest, August 8, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 8, 2000

22. Is there anyway to keep a DB plan inplace for exsisting benefits, and

    By Guest trustme, July 20, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 7, 2000

23. Law against no legible, current plan doc

    By Gary, August 7, 2000
    • 0 replies
    • 1.4k views
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    • Gary
    • August 7, 2000

24. Opening balance wear away issues.

    By Gary, August 7, 2000
    • 0 replies
    • 1.7k views
    • 
    • Gary
    • August 7, 2000

25. Communication to employees of DB cost

    By AndyH, August 4, 2000
    • 5 replies
    • 1.9k views
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    • david rigby
    • August 7, 2000

26. Predecessor Employer Service in Unit Benefit Plan

    By Guest Jim Brennan, August 2, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 3, 2000

27. Does this post-age-65 accrual formula seem legal to you?

    By Gary, December 12, 1998
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 31, 2000

28. Section 404 maximum & Short Plan year

    By flosfur, July 30, 2000
    • 1 reply
    • 1.7k views
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    • david rigby
    • July 31, 2000

29. Break in Service: Prohibit Lump Sum Cashout?

    By Guest RW, July 27, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 28, 2000

30. Cash Balance Plan Distribution as it relates to 417(e)

    By Gary, July 24, 2000
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • July 24, 2000

31. Ad hoc benefit increases for vested deferred participants

    By Guest, July 10, 2000
    • 4 replies
    • 2k views
    • 
    • Gary
    • July 24, 2000

32. Reduction in flat benefit formula

    By Guest AlCal, July 20, 2000
    • 4 replies
    • 1.7k views
    • 
    • Gary
    • July 24, 2000

33. 2000 Covered Comp tables, 2000 limits

    By Gary, July 20, 2000
    • 1 reply
    • 2.2k views
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    • david rigby
    • July 21, 2000

34. lump sum payout from cash balance plan

    By Gary, July 20, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 20, 2000

35. Deductibility upon small plan termination; liabilities in excess of PB

    By Guest Don N, July 12, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 20, 2000

36. Lump sum changed from PBGC rates to 120% PBGC rates

    By Gary, July 19, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • July 19, 2000

37. Do the latest "plan asset" regualations change the "Ven

    By Guest RW, July 18, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 2000

38. Lump sum due under cash balance plan - would it be greater of the acco

    By Gary, July 18, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 2000

39. Interest on retroactive payments?

    By AndyH, June 21, 2000
    • 5 replies
    • 7k views
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    • AndyH
    • July 16, 2000

40. Former employee thinks scheduled cash-out distribution is not all that

    By Gary, July 14, 2000
    • 3 replies
    • 1.5k views
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    • Gary
    • July 14, 2000

41. COLA on Comp Limit with a Lump Sum Distribution

    By Guest Julie Silverstein, June 30, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary
    • July 14, 2000

42. Change in Funding Method

    By dmb, July 12, 2000
    • 1 reply
    • 1.4k views
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    • Guest
    • July 12, 2000

43. PBGC Coverage

    By richard, August 24, 1999
    • 5 replies
    • 2.7k views
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    • Guest
    • July 11, 2000

44. flip flop funding

    By Guest, July 11, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • July 11, 2000

45. Question on comp limit

    By AndyH, June 30, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 11, 2000

46. changing valuation dates

    By k man, July 5, 2000
    • 5 replies
    • 1.8k views
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    • david rigby
    • July 10, 2000

47. Good Website for Old Regs, etc.

    By Guest Don N, July 6, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • July 6, 2000

48. What is reasonable COLA assumption for lump sum

    By Gary, June 29, 2000
    • 3 replies
    • 2.6k views
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    • david rigby
    • June 30, 2000

49. Demutualization Compensation as Plan Asset

    By Guest Steve C, June 27, 2000
    • 7 replies
    • 2.2k views
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    • pjkoehler
    • June 28, 2000

50. FAS87 & SERP

    By Guest Don N, June 28, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • June 28, 2000