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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Plan Merger that results in reduction of future accruals

    By Gary,
    • 3 replies
    • 1.5k views

  2. 204(h) Notification - Is SPD sufficient?

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

  3. In-Kind Reversion To Employer

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

  4. determination letter caveat

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

  5. How to Keep Informed in the Pension Community

    By Gary,
    • 3 replies
    • 1.5k views

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

    By Gary,
    • 3 replies
    • 1.5k views

  7. Three 415 DB questions

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

  8. Lump Sum Distribution after Annuity Starting Date

    By richard,
    • 4 replies
    • 2.2k views

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

    By Guest Karri,
    • 1 reply
    • 1.4k views

  10. Improperly filled out adoption agreement

    By richard,
    • 0 replies
    • 1.5k views

  11. Top Heavy Aggregation/DB + 401k

    By Guest C. Slimmon,
    • 4 replies
    • 2.6k views

  12. Early retiree in-service distributions.

    By Guest Stuart Harris,
    • 1 reply
    • 1.5k views

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

    By Guest nickf,
    • 1 reply
    • 2k views

  14. Interest added when a lump sum payout is corrected

    By Gary,
    • 4 replies
    • 1.9k views

  15. Appropriate early retirement factor

    By Gary,
    • 0 replies
    • 1.4k views

  16. Actuarial Equivalence mortality table - interpretation of table descri

    By Gary,
    • 2 replies
    • 2.9k views

  17. Medical Group Compensation

    By richard,
    • 9 replies
    • 1.8k views

  18. Calculation of PIA

    By Gary,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

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

    By Guest,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest mikeythefool,
    • 1 reply
    • 3.1k views

  21. 412(i) plan - premium not paid - how to complete Schedule B

    By Lorraine Dorsa,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

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

    By Gary,
    • 1 reply
    • 2k views

  23. Former employee's rights to plan documents

    By Alonzo,
    • 2 replies
    • 1.4k views

  24. OBRA FFL Bases an Aggregate Method - HOT NEWS

    By Guest,
    • 9 replies
    • 1.8k views

  25. Frozen Plan and new participants

    By mwyatt,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

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

    By John A,
    • 11 replies
    • 2.6k views

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

    By Guest Shawn Kroeger,
    • 2 replies
    • 2.4k views

  28. Employee notification when PBGC variable premiums are required

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

  29. Real Estate assets in DB: Prohibited Transaction

    By Guest RW,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

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

    By AndyH,
    • 0 replies
    • 1.5k views

  31. REDUCED EXCISE TAX ON REVERSIONS

    By Guest steve dolce,
    • 2 replies
    • 1.8k views

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

    By chris,
    • 3 replies
    • 3.2k views

  33. Funded by 12/31 or when Taxes Filed

    By Guest hherpel,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  34. EA Meetings

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

  35. Lump sum payments after conversion to cash balance plan

    By Guest nicktaldone,
    • 2 replies
    • 1.4k views

  36. Partnership Info Needed

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

  37. post 65 accruals

    By Guest Amy Erlbacher Anderson,
    • 2 replies
    • 1.6k views

  38. Changing NRA (60 to 55)

    By David,
    • 8 replies
    • 2.3k views

  39. Lump sum distribution to a deferred vested participant

    By Guest,
    • 2 replies
    • 3.8k views

  40. 404(a)(7) Limitation - DB/DC Plans

    By Guest Mike Muller,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

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

    By Guest joanna,
    • 1 reply
    • 1.3k views

  42. Cash Balance Plans/EEOC

    By Guest pwh,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  43. Plan Integration - 401(l)

    By Gary,
    • 1 reply
    • 1.4k views

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

    By Guest joanna,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  45. SS PIA Estimate

    By Gary,
    • 1 reply
    • 2k views

  46. Minimum Required Distributions

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

  47. Lump Sums Under Contributory DB Plan

    By Guest Don N,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  48. Terminating DB Plan

    By Hoard1,
    • 0 replies
    • 1.3k views

  49. 30 Year Treasury Rates

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

  50. Significant Increase in Plan Assets

    By Guest lifeweb,
    • 4 replies
    • 1.4k views
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