Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. Grandfathering & PIA offset

   By David, September 11, 2000
   • 3 replies
   • 2.8k views
   • 
   • AndyH
   • September 11, 2000

2. cash balance plan early retirement subsidy?

   By Guest RBeck, August 31, 2000
   • 1 reply
   • 1.7k views
   • 
   • Gary
   • September 11, 2000

3. Actuarial adjustment for deferred benefits?

   By Guest RBeck, August 25, 2000
   • 3 replies
   • 2.2k views
   • 
   • flosfur
   • September 8, 2000

4. Average Retirement Age

   By Dawn Hafner, August 31, 2000
   • 1 reply
   • 1.8k views
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   • rcline46
   • September 1, 2000

5. Determination Letter Deadline

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

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

   By AndyH, August 30, 2000
   • 2 replies
   • 1.6k views
   • 
   • AndyH
   • August 30, 2000

7. 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

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

   By SMB, August 23, 2000
   • 2 replies
   • 1.7k views
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   • Guest
   • August 24, 2000

9. Severance Benefit as Part of Early Retirement Window

   By Scott, August 22, 2000
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • August 23, 2000

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

    By Guest, August 23, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • August 23, 2000

11. benefit elections for ad hoc increases

    By Guest, August 22, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • August 22, 2000

12. Contribution for Schedule B

    By richard, August 21, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • August 21, 2000

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

    By jlf, August 16, 2000
    • 6 replies
    • 2.4k views
    • 
    • david rigby
    • August 17, 2000

14. Cash Balance conversion issues

    By Guest sgriff, August 15, 2000
    • 0 replies
    • 1.8k views
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    • Guest
    • August 15, 2000

15. Cash Balance Plan Conversions Cause Illegal Age Discrimination?

    By Guest kp, December 30, 1998
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • August 9, 2000

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

    By Guest, August 8, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 8, 2000

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

    By Guest trustme, July 20, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 7, 2000

18. Law against no legible, current plan doc

    By Gary, August 7, 2000
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • August 7, 2000

19. Opening balance wear away issues.

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

20. Communication to employees of DB cost

    By AndyH, August 4, 2000
    • 5 replies
    • 2.1k views
    • 
    • david rigby
    • August 7, 2000

21. Predecessor Employer Service in Unit Benefit Plan

    By Guest Jim Brennan, August 2, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 3, 2000

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

    By Gary, December 12, 1998
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 31, 2000

23. Section 404 maximum & Short Plan year

    By flosfur, July 30, 2000
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • July 31, 2000

24. Break in Service: Prohibit Lump Sum Cashout?

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

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

    By Gary, July 24, 2000
    • 0 replies
    • 1.6k views
    • 
    • Gary
    • July 24, 2000

26. Ad hoc benefit increases for vested deferred participants

    By Guest, July 10, 2000
    • 4 replies
    • 2.2k views
    • 
    • Gary
    • July 24, 2000

27. Reduction in flat benefit formula

    By Guest AlCal, July 20, 2000
    • 4 replies
    • 1.8k views
    • 
    • Gary
    • July 24, 2000

28. 2000 Covered Comp tables, 2000 limits

    By Gary, July 20, 2000
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • July 21, 2000

29. lump sum payout from cash balance plan

    By Gary, July 20, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 20, 2000

30. 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

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

    By Gary, July 19, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • July 19, 2000

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

    By Guest RW, July 18, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 18, 2000

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

    By Gary, July 18, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 18, 2000

34. Interest on retroactive payments?

    By AndyH, June 21, 2000
    • 5 replies
    • 7.4k views
    • 
    • AndyH
    • July 16, 2000

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

    By Gary, July 14, 2000
    • 3 replies
    • 1.6k views
    • 
    • Gary
    • July 14, 2000

36. COLA on Comp Limit with a Lump Sum Distribution

    By Guest Julie Silverstein, June 30, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary
    • July 14, 2000

37. Change in Funding Method

    By dmb, July 12, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 12, 2000

38. PBGC Coverage

    By richard, August 24, 1999
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • July 11, 2000

39. flip flop funding

    By Guest, July 11, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 11, 2000

40. Question on comp limit

    By AndyH, June 30, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 11, 2000

41. changing valuation dates

    By k man, July 5, 2000
    • 5 replies
    • 2k views
    • 
    • david rigby
    • July 10, 2000

42. Good Website for Old Regs, etc.

    By Guest Don N, July 6, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 6, 2000

43. What is reasonable COLA assumption for lump sum

    By Gary, June 29, 2000
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • June 30, 2000

44. Demutualization Compensation as Plan Asset

    By Guest Steve C, June 27, 2000
    • 7 replies
    • 2.4k views
    • 
    • pjkoehler
    • June 28, 2000

45. FAS87 & SERP

    By Guest Don N, June 28, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 28, 2000

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

    By david rigby, June 28, 2000
    • 0 replies
    • 1.5k views
    • 
    • david rigby
    • June 28, 2000

47. Impact of COLA on lump sum

    By Gary, June 27, 2000
    • 2 replies
    • 2k views
    • 
    • david rigby
    • June 27, 2000

48. Current Liability Interest Rates

    By Guest david traverso, June 13, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 26, 2000

49. Reversion of excess pension assets and Medicaid/Medicare

    By Guest Lonnie Tomlin, June 19, 2000
    • 2 replies
    • 1.7k views
    • 
    • IRC401
    • June 20, 2000

50. 10% penalty on overpayments made to 5% owners

    By Richard Anderson, June 19, 2000
    • 0 replies
    • 1.5k views
    • 
    • Richard Anderson
    • June 19, 2000