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Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

  1. FAS87 & SERP

    By Guest Don N,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

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

    By david rigby,
    • 0 replies
    • 1.5k views

  3. Impact of COLA on lump sum

    By Gary,
    • 2 replies
    • 2k views

  4. Current Liability Interest Rates

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

  5. Reversion of excess pension assets and Medicaid/Medicare

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

  6. 10% penalty on overpayments made to 5% owners

    By Richard Anderson,
    • 0 replies
    • 1.6k views

  7. Lump Sum Distribution

    By Guest W J Parks,
    • 4 replies
    • 2.4k views

  8. Refund of employee contributions in DB plan

    By Guest Mike Spickard,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  9. Definition of Accd Ben in Cash Balance Plan

    By Gary,
    • 0 replies
    • 1.6k views

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

    By Alonzo,
    • 0 replies
    • 2k views

  11. Early ret requirements under cash balance plan

    By Gary,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  12. 411(d)(6) protected lump sum interest rates.

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

  13. No Suspension of Benefits Notice Provided

    By Gary,
    • 0 replies
    • 1.5k views

  14. Purchase of overfunded DB plan

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

  15. Interest Credit Rate in a Cash Balance Plan

    By Gary,
    • 6 replies
    • 2.4k views
    • Guest
    • Guest

  16. Funding for a Projected Top Heavy Benefit

    By Guest Don N,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  17. Another Top Heavy Question

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

  18. Retiree COLA permitted in frozen plan?

    By AndyH,
    • 0 replies
    • 1.4k views

  19. 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

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

    By jlf,
    • 0 replies
    • 1.3k views

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

    By Jon Chambers,
    • 4 replies
    • 1.5k views

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

    By Guest MattGulseth,
    • 7 replies
    • 5k views
    • Guest
    • Guest

  23. Accrued Benefit After Full Pre-Ret Dist.

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

  24. Suspension of Benefits Rules

    By Gary,
    • 0 replies
    • 2.5k views

  25. 415 Compensation Limit

    By Hoard1,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  26. Where do I find Social Security Covered Compensation Taxable Wage Base

    By Guest,
    • 6 replies
    • 4.4k views
    • Guest
    • Guest

  27. Can AB be reduced because of 415?

    By KJohnson,
    • 4 replies
    • 1.8k views

  28. Contributory DB Plan Question

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

  29. Spinoff/Merger -- 414(L) -- asset transfer amount

    By Guest Ray Goetz,
    • 1 reply
    • 5.3k views
    • Guest
    • Guest

  30. Claim for additional benefits PRIOR to Retirement

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

  31. Compulsory Annuitization of Annuity Account Balance Funded Solely By T

    By jlf,
    • 0 replies
    • 1.3k views

  32. Eliminating ER reduction in combination with termination or freeze

    By Dawn Hafner,
    • 3 replies
    • 1.7k views

  33. Content of 204(h) Notice

    By Gary,
    • 1 reply
    • 1.8k views

  34. S Corp establishing a DB plan for corporate owners to avoid capital ga

    By KJohnson,
    • 1 reply
    • 2.1k views

  35. 415 limits for variable annuities

    By Guest,
    • 3 replies
    • 1.9k views

  36. Repymt of lump sum distribution and then rehired

    By Guest Donald H. Miller,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  37. FIL & Fully Amortized Bases

    By Guest Don N,
    • 3 replies
    • 1.7k views

  38. Mistaken DB contribution

    By k man,
    • 7 replies
    • 2.3k views

  39. buyers of bus. sponsoring plans w/excess assets

    By Earl,
    • 0 replies
    • 1.4k views

  40. 401a4 non-discrim testing - 5% safety value for HCEs

    By Lorraine Dorsa,
    • 2 replies
    • 1.5k views

  41. Plan Merger that results in reduction of future accruals

    By Gary,
    • 3 replies
    • 1.6k views

  42. 204(h) Notification - Is SPD sufficient?

    By Gary,
    • 6 replies
    • 2.6k views
    • Guest
    • Guest

  43. In-Kind Reversion To Employer

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

  44. determination letter caveat

    By Guest Laura,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  45. How to Keep Informed in the Pension Community

    By Gary,
    • 3 replies
    • 1.7k views

  46. lump sum payments after eff date and prior to adoption of amendment

    By Gary,
    • 3 replies
    • 1.7k views

  47. Three 415 DB questions

    By Guest pjharvey,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  48. Lump Sum Distribution after Annuity Starting Date

    By richard,
    • 4 replies
    • 2.4k views

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

    By Guest Karri,
    • 1 reply
    • 1.6k views

  50. Improperly filled out adoption agreement

    By richard,
    • 0 replies
    • 1.6k views
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