Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. Taking distributions from a defined benefit plan with early retirement

   By Guest Karri, April 21, 2000
   • 1 reply
   • 1.4k views
   • 
   • AndyH
   • April 23, 2000

2. Improperly filled out adoption agreement

   By richard, April 22, 2000
   • 0 replies
   • 1.5k views
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   • richard
   • April 22, 2000

3. Top Heavy Aggregation/DB + 401k

   By Guest C. Slimmon, April 18, 2000
   • 4 replies
   • 2.6k views
   • 
   • richard
   • April 22, 2000

4. Early retiree in-service distributions.

   By Guest Stuart Harris, April 21, 2000
   • 1 reply
   • 1.5k views
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   • david rigby
   • April 21, 2000

5. No 1 year lookback period under 1.417(e) for determining GATT Interest

   By Guest nickf, April 17, 2000
   • 1 reply
   • 2k views
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   • david rigby
   • April 18, 2000

6. Interest added when a lump sum payout is corrected

   By Gary, April 13, 2000
   • 4 replies
   • 1.9k views
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   • richard
   • April 15, 2000

7. Appropriate early retirement factor

   By Gary, April 14, 2000
   • 0 replies
   • 1.4k views
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   • Gary
   • April 14, 2000

8. Actuarial Equivalence mortality table - interpretation of table descri

   By Gary, April 13, 2000
   • 2 replies
   • 2.8k views
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   • david rigby
   • April 13, 2000

9. Medical Group Compensation

   By richard, March 13, 2000
   • 9 replies
   • 1.8k views
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   • richard
   • April 13, 2000

10. Calculation of PIA

    By Gary, April 11, 2000
    • 2 replies
    • 1.9k views
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    • Guest
    • April 12, 2000

11. When is contribution credited for Minimum Funding? Date deposited or d

    By Guest, April 7, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • April 11, 2000

12. Regarding the conversion of Rockwell retirement plan into the Boeing P

    By Guest mikeythefool, April 3, 2000
    • 1 reply
    • 3.1k views
    • 
    • IRC401
    • April 9, 2000

13. 412(i) plan - premium not paid - how to complete Schedule B

    By Lorraine Dorsa, April 5, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 7, 2000

14. Actuarial increases for working beyond age 65, where there is a prior

    By Gary, April 6, 2000
    • 1 reply
    • 2k views
    • 
    • richard
    • April 7, 2000

15. Former employee's rights to plan documents

    By Alonzo, April 4, 2000
    • 2 replies
    • 1.4k views
    • 
    • richard
    • April 5, 2000

16. OBRA FFL Bases an Aggregate Method - HOT NEWS

    By Guest, March 30, 2000
    • 9 replies
    • 1.8k views
    • 
    • mwyatt
    • April 4, 2000

17. Frozen Plan and new participants

    By mwyatt, March 10, 2000
    • 4 replies
    • 2.2k views
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    • Guest
    • March 30, 2000

18. Has anyone else ever had the following situation: freeze participation

    By John A, March 24, 2000
    • 11 replies
    • 2.6k views
    • 
    • John A
    • March 29, 2000

19. Anyone have any samples or information regarding RFP for Actuaries

    By Guest Shawn Kroeger, March 27, 2000
    • 2 replies
    • 2.4k views
    • 
    • AndyH
    • March 28, 2000

20. Employee notification when PBGC variable premiums are required

    By richard, March 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 27, 2000

21. Real Estate assets in DB: Prohibited Transaction

    By Guest RW, March 23, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 23, 2000

22. Experience with Bonding/Letter of Credit in regards to HCE restricted

    By AndyH, March 21, 2000
    • 0 replies
    • 1.5k views
    • 
    • AndyH
    • March 21, 2000

23. REDUCED EXCISE TAX ON REVERSIONS

    By Guest steve dolce, February 22, 2000
    • 2 replies
    • 1.8k views
    • 
    • mwyatt
    • March 20, 2000

24. How do break in service rules apply to service pre-ERISA?

    By chris, March 13, 2000
    • 3 replies
    • 3.2k views
    • 
    • chris
    • March 16, 2000

25. Funded by 12/31 or when Taxes Filed

    By Guest hherpel, March 16, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 16, 2000

26. EA Meetings

    By Guest, March 16, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 16, 2000

27. Lump sum payments after conversion to cash balance plan

    By Guest nicktaldone, March 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Alonzo
    • March 15, 2000

28. Partnership Info Needed

    By Guest Don N, March 1, 2000
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 2000

29. post 65 accruals

    By Guest Amy Erlbacher Anderson, March 10, 2000
    • 2 replies
    • 1.6k views
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    • david rigby
    • March 11, 2000

30. Changing NRA (60 to 55)

    By David, March 9, 2000
    • 8 replies
    • 2.3k views
    • 
    • david rigby
    • March 10, 2000

31. Lump sum distribution to a deferred vested participant

    By Guest, March 10, 2000
    • 2 replies
    • 3.7k views
    • 
    • david rigby
    • March 10, 2000

32. 404(a)(7) Limitation - DB/DC Plans

    By Guest Mike Muller, March 10, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2000

33. Testing Service used in the General Test for non-safe harbor defined b

    By Guest joanna, March 7, 2000
    • 1 reply
    • 1.3k views
    • 
    • Lorraine Dorsa
    • March 8, 2000

34. Cash Balance Plans/EEOC

    By Guest pwh, March 8, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 2000

35. Plan Integration - 401(l)

    By Gary, March 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 8, 2000

36. Is there any circumstance in which the top-heavy minimum would be base

    By Guest joanna, March 7, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 7, 2000

37. SS PIA Estimate

    By Gary, March 7, 2000
    • 1 reply
    • 2k views
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    • mwyatt
    • March 7, 2000

38. Minimum Required Distributions

    By Guest Jonah S, March 7, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2000

39. Lump Sums Under Contributory DB Plan

    By Guest Don N, March 5, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 6, 2000

40. Terminating DB Plan

    By Hoard1, March 2, 2000
    • 0 replies
    • 1.3k views
    • 
    • Hoard1
    • March 2, 2000

41. 30 Year Treasury Rates

    By Guest Don N, March 2, 2000
    • 2 replies
    • 1.4k views
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    • david rigby
    • March 2, 2000

42. Significant Increase in Plan Assets

    By Guest lifeweb, March 1, 2000
    • 4 replies
    • 1.4k views
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    • richard
    • March 1, 2000

43. Union Sponsered Defined Benefit question

    By Guest Brent_Hyatt, February 28, 2000
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • March 1, 2000

44. DB Plan Termination

    By Guest le190, October 6, 1999
    • 4 replies
    • 1.5k views
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    • david rigby
    • March 1, 2000

45. Deductible contributons for terminating DB plan under 404(g)

    By Guest Ted Munice, February 17, 2000
    • 8 replies
    • 2.1k views
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    • richard
    • February 29, 2000

46. Does anyone know what the IRS position on how low a plan sponsor can s

    By Guest Frank Berrodin, February 25, 2000
    • 4 replies
    • 1.5k views
    • 
    • Everett Moreland
    • February 28, 2000

47. Reasonable Funding Methods

    By Guest Ken Houck, February 22, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 25, 2000

48. Gatt Amendment

    By Gary, February 18, 2000
    • 1 reply
    • 1.9k views
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    • david rigby
    • February 18, 2000

49. 415(b) limits

    By Gary, February 18, 2000
    • 0 replies
    • 1.8k views
    • 
    • Gary
    • February 18, 2000

50. model defined benefit plan document

    By Guest Bruce Marotta, February 14, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 18, 2000