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Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. Law against no legible, current plan doc

    By Gary,
    • 0 replies
    • 1.4k views

  2. Opening balance wear away issues.

    By Gary,
    • 0 replies
    • 1.7k views

  3. Communication to employees of DB cost

    By AndyH,
    • 5 replies
    • 2k views

  4. Predecessor Employer Service in Unit Benefit Plan

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

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

    By Gary,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  6. Section 404 maximum & Short Plan year

    By flosfur,
    • 1 reply
    • 1.8k views

  7. Break in Service: Prohibit Lump Sum Cashout?

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

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

    By Gary,
    • 0 replies
    • 1.5k views

  9. Ad hoc benefit increases for vested deferred participants

    By Guest,
    • 4 replies
    • 2.1k views

  10. Reduction in flat benefit formula

    By Guest AlCal,
    • 4 replies
    • 1.7k views

  11. 2000 Covered Comp tables, 2000 limits

    By Gary,
    • 1 reply
    • 2.2k views

  12. lump sum payout from cash balance plan

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

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

    By Guest Don N,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

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

    By Gary,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

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

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

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

    By Gary,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  17. Interest on retroactive payments?

    By AndyH,
    • 5 replies
    • 7.2k views

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

    By Gary,
    • 3 replies
    • 1.6k views

  19. COLA on Comp Limit with a Lump Sum Distribution

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

  20. Change in Funding Method

    By dmb,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  21. PBGC Coverage

    By richard,
    • 5 replies
    • 2.8k views
    • Guest
    • Guest

  22. flip flop funding

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

  23. Question on comp limit

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

  24. changing valuation dates

    By k man,
    • 5 replies
    • 1.9k views

  25. Good Website for Old Regs, etc.

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

  26. What is reasonable COLA assumption for lump sum

    By Gary,
    • 3 replies
    • 2.7k views

  27. Demutualization Compensation as Plan Asset

    By Guest Steve C,
    • 7 replies
    • 2.3k views

  28. FAS87 & SERP

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

  29. Missing Participant under a DB plan termination is now no longer missi

    By david rigby,
    • 0 replies
    • 1.4k views

  30. Impact of COLA on lump sum

    By Gary,
    • 2 replies
    • 1.9k views

  31. Current Liability Interest Rates

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

  32. Reversion of excess pension assets and Medicaid/Medicare

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

  33. 10% penalty on overpayments made to 5% owners

    By Richard Anderson,
    • 0 replies
    • 1.4k views

  34. Lump Sum Distribution

    By Guest W J Parks,
    • 4 replies
    • 2.2k views

  35. Refund of employee contributions in DB plan

    By Guest Mike Spickard,
    • 2 replies
    • 2.5k views
    • Guest
    • Guest

  36. Definition of Accd Ben in Cash Balance Plan

    By Gary,
    • 0 replies
    • 1.6k views

  37. Adding Lump Sum Option after Plan Termination process has begun

    By Alonzo,
    • 0 replies
    • 1.9k views

  38. Early ret requirements under cash balance plan

    By Gary,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  39. 411(d)(6) protected lump sum interest rates.

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

  40. No Suspension of Benefits Notice Provided

    By Gary,
    • 0 replies
    • 1.4k views

  41. Purchase of overfunded DB plan

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

  42. Interest Credit Rate in a Cash Balance Plan

    By Gary,
    • 6 replies
    • 2.2k views
    • Guest
    • Guest

  43. Funding for a Projected Top Heavy Benefit

    By Guest Don N,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  44. Another Top Heavy Question

    By Guest Don N,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  45. Retiree COLA permitted in frozen plan?

    By AndyH,
    • 0 replies
    • 1.4k views

  46. Does a 1/1/2000 amendment to go to GATT rates trigger the 5 year waiti

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

  47. Senator Daniel Patrick Moynihan's op ed article in NY Times of May 30,

    By jlf,
    • 0 replies
    • 1.3k views

  48. Survey Data for Investment Costs/Practices for Large DB Plans

    By Jon Chambers,
    • 4 replies
    • 1.4k views

  49. Freezing or partially freezing a DB plan-what are the concerns?

    By Guest MattGulseth,
    • 7 replies
    • 4.4k views
    • Guest
    • Guest

  50. Accrued Benefit After Full Pre-Ret Dist.

    By Guest Don N,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest
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