Defined Benefit Plans, Including Cash Balance

7,164 topics in this forum

1. 415(b) limits

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

2. model defined benefit plan document

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

3. What is the scoop on 412(i) defined benefit plans

   By Guest Paul Katz, February 10, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • February 18, 2000

4. Leased employee covered by leasing orginizations DB plan.

   By Guest Larry McNamara, February 16, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 16, 2000

5. Notice for Participants Ineligibility

   By Guest wwest, February 11, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 11, 2000

6. FAS 87 / 88 Worksheets

   By david rigby, February 10, 2000
   • 1 reply
   • 2k views
   • 
   • Guest
   • February 10, 2000

7. Pension calculation for lump sum rollover is 40+% less than it was 18

   By Guest dpeverhart, February 5, 2000
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • February 7, 2000

8. Lump sum death benefits question (follow-up to July '99 thread on this

   By Guest Letocha, February 4, 2000
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • February 4, 2000

9. Retroactive payments taxable in which year?

   By Guest LC Brosio, January 29, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • February 4, 2000

10. Indian Tribal Governments

    By Guest JayB, February 3, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 3, 2000

11. Benefits claim if plan has been terminated and annuities purchased

    By Gary, January 12, 2000
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • February 1, 2000

12. transfer of defined benefit plan assets to defined contribution plan

    By Guest JBeck, January 31, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 31, 2000

13. Annuity Puchase after age 70-1/2

    By Guest LC Brosio, January 28, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 28, 2000

14. Combined 415 limit with less than 10 years of participation.

    By Guest Roman, January 26, 2000
    • 5 replies
    • 1.7k views
    • 
    • Chester
    • January 28, 2000

15. De Minimus Funding under 415(b)?

    By Guest danmar, June 10, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 27, 2000

16. 1099-R question

    By Guest Theresa, January 24, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2000

17. Top Heavy Benefit for combined BD & DC Plan

    By Guest, January 24, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 24, 2000

18. 415 limit and minimum distributions

    By nancy, January 18, 2000
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • January 20, 2000

19. Accrual Years after unfreezing of benefits

    By Guest DavidB, January 19, 2000
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • January 19, 2000

20. Can The Plan Administrator Rely on Employee's Information?

    By Guest hhacker, January 19, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 19, 2000

21. Out with the old and in with the new

    By Hoard1, January 18, 2000
    • 1 reply
    • 1.4k views
    • 
    • Lorraine Dorsa
    • January 18, 2000

22. Reflecting mid-year and end-of-year retroactive amendments

    By richard, January 12, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 15, 2000

23. DB versus DC statistics

    By Guest Ken Newhouse, January 4, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 13, 2000

24. OBRA & RPA Full FUnding Limit Caculation

    By Hoard1, January 12, 2000
    • 3 replies
    • 1.6k views
    • 
    • Hoard1
    • January 12, 2000

25. Gain/Loss:Immediate Gain Method

    By Guest Don N, January 7, 2000
    • 4 replies
    • 1.8k views
    • 
    • John A
    • January 11, 2000

26. non-PBGC interest rate in plan - must give greater of PBGC rate or non

    By EGB, December 28, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • January 11, 2000

27. GUST Amendments for Terminating DB Plan

    By Hoard1, January 10, 2000
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • January 10, 2000

28. Brother Sister Relationship to Establish a DB Plan

    By Hoard1, December 30, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 5, 2000

29. Combined (DB & DC) plan limits for 1999

    By Guest DavidB, January 4, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 5, 2000

30. Peer sharing of ideas

    By Gary, December 30, 1999
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • December 30, 1999

31. Implementation of new db plan

    By Gary, December 30, 1999
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • December 30, 1999

32. Combined 415 limits

    By nancy, December 22, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 24, 1999

33. COLA or indexing benefits prior to benefit date

    By Guest Mike Luers, December 22, 1999
    • 8 replies
    • 1.6k views
    • 
    • richard
    • December 23, 1999

34. rollover into 401(k) plan

    By Guest cculhane, December 21, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 22, 1999

35. Muliemployer deduction problems & 412(c)(8)

    By Guest, December 2, 1999
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • December 21, 1999

36. Company makes pension calculation error in favor of participant

    By Gary, December 18, 1999
    • 3 replies
    • 1.7k views
    • 
    • KJohnson
    • December 20, 1999

37. Waiver of QPSA

    By Guest Karens, December 20, 1999
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • December 20, 1999

38. PBGC Variable Premium

    By Guest Don N, December 14, 1999
    • 11 replies
    • 2.1k views
    • 
    • mwyatt
    • December 20, 1999

39. Retention of employee records

    By Gary, December 18, 1999
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • December 20, 1999

40. terminated defined benefit plan with asset loss on an investment-what

    By thepensionmaven, December 11, 1999
    • 5 replies
    • 1.9k views
    • 
    • Dowist
    • December 16, 1999

41. Which of these two board meeting actions constitutes an amendment that

    By Guest wwest, December 1, 1999
    • 2 replies
    • 1.4k views
    • 
    • KJohnson
    • December 16, 1999

42. Benefit Accrual Service under Elapsed Time Method

    By JWK, December 8, 1999
    • 3 replies
    • 2.4k views
    • 
    • Wessex
    • December 10, 1999

43. DB novice looking for info

    By Guest jason, December 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • Lorraine Dorsa
    • December 10, 1999

44. Suspension of benefits

    By Guest jim zentner, September 2, 1998
    • 3 replies
    • 1.9k views
    • 
    • KJohnson
    • December 8, 1999

45. Rollovers to Cash Balance Plans

    By IRC401, November 26, 1999
    • 5 replies
    • 2.6k views
    • 
    • richard
    • December 5, 1999

46. Agent Expense Reimbursements

    By Guest ak, November 22, 1999
    • 4 replies
    • 1.5k views
    • 
    • Dowist
    • December 4, 1999

47. How can we find missing beneficiaries (life insurance and defined bene

    By Guest B Husani, November 30, 1999
    • 3 replies
    • 2k views
    • 
    • david rigby
    • December 2, 1999

48. DB Plan 70 1/2 Distribution

    By David, November 29, 1999
    • 3 replies
    • 2k views
    • 
    • KJohnson
    • November 30, 1999

49. rule of 72t??

    By Guest mam, November 29, 1999
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • November 30, 1999

50. DB plan credits predecessor employer service; that provision benefits

    By Guest BJGrenier, November 28, 1999
    • 1 reply
    • 1.6k views
    • 
    • Dowist
    • November 29, 1999