Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

1. FIL & Fully Amortized Bases

   By Guest Don N, May 2, 2000
   • 3 replies
   • 1.9k views
   • 
   • david rigby
   • May 11, 2000

2. Mistaken DB contribution

   By k man, May 8, 2000
   • 7 replies
   • 2.5k views
   • 
   • k man
   • May 9, 2000

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

   By Earl, May 5, 2000
   • 0 replies
   • 1.5k views
   • 
   • Earl
   • May 5, 2000

4. 401a4 non-discrim testing - 5% safety value for HCEs

   By Lorraine Dorsa, April 24, 2000
   • 2 replies
   • 1.8k views
   • 
   • Lorraine Dorsa
   • May 4, 2000

5. Plan Merger that results in reduction of future accruals

   By Gary, May 2, 2000
   • 3 replies
   • 1.7k views
   • 
   • david rigby
   • May 4, 2000

6. 204(h) Notification - Is SPD sufficient?

   By Gary, April 18, 2000
   • 6 replies
   • 2.9k views
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   • Guest
   • May 4, 2000

7. In-Kind Reversion To Employer

   By Guest danwintz, May 2, 2000
   • 0 replies
   • 1.6k views
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   • Guest
   • May 2, 2000

8. determination letter caveat

   By Guest Laura, May 1, 2000
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • May 1, 2000

9. How to Keep Informed in the Pension Community

   By Gary, April 28, 2000
   • 3 replies
   • 2.1k views
   • 
   • david rigby
   • May 1, 2000

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

    By Gary, April 28, 2000
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • April 28, 2000

11. Three 415 DB questions

    By Guest pjharvey, April 26, 2000
    • 0 replies
    • 1.7k views
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    • Guest
    • April 26, 2000

12. Lump Sum Distribution after Annuity Starting Date

    By richard, April 24, 2000
    • 4 replies
    • 2.6k views
    • 
    • richard
    • April 25, 2000

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

    By Guest Karri, April 21, 2000
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • April 23, 2000

14. Improperly filled out adoption agreement

    By richard, April 22, 2000
    • 0 replies
    • 1.8k views
    • 
    • richard
    • April 22, 2000

15. Top Heavy Aggregation/DB + 401k

    By Guest C. Slimmon, April 18, 2000
    • 4 replies
    • 2.9k views
    • 
    • richard
    • April 22, 2000

16. Early retiree in-service distributions.

    By Guest Stuart Harris, April 21, 2000
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • April 21, 2000

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

    By Guest nickf, April 17, 2000
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • April 18, 2000

18. Interest added when a lump sum payout is corrected

    By Gary, April 13, 2000
    • 4 replies
    • 2.3k views
    • 
    • richard
    • April 15, 2000

19. Appropriate early retirement factor

    By Gary, April 14, 2000
    • 0 replies
    • 1.7k views
    • 
    • Gary
    • April 14, 2000

20. Actuarial Equivalence mortality table - interpretation of table descri

    By Gary, April 13, 2000
    • 2 replies
    • 3.4k views
    • 
    • david rigby
    • April 13, 2000

21. Medical Group Compensation

    By richard, March 13, 2000
    • 9 replies
    • 2.2k views
    • 
    • richard
    • April 13, 2000

22. Calculation of PIA

    By Gary, April 11, 2000
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • April 12, 2000

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

    By Guest, April 7, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 11, 2000

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

    By Guest mikeythefool, April 3, 2000
    • 1 reply
    • 3.5k views
    • 
    • IRC401
    • April 9, 2000

25. 412(i) plan - premium not paid - how to complete Schedule B

    By Lorraine Dorsa, April 5, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 7, 2000

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

    By Gary, April 6, 2000
    • 1 reply
    • 2.4k views
    • 
    • richard
    • April 7, 2000

27. Former employee's rights to plan documents

    By Alonzo, April 4, 2000
    • 2 replies
    • 1.7k views
    • 
    • richard
    • April 5, 2000

28. OBRA FFL Bases an Aggregate Method - HOT NEWS

    By Guest, March 30, 2000
    • 9 replies
    • 2.3k views
    • 
    • mwyatt
    • April 4, 2000

29. Frozen Plan and new participants

    By mwyatt, March 10, 2000
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • March 30, 2000

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

    By John A, March 24, 2000
    • 11 replies
    • 3.7k views
    • 
    • John A
    • March 29, 2000

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

    By Guest Shawn Kroeger, March 27, 2000
    • 2 replies
    • 2.7k views
    • 
    • AndyH
    • March 28, 2000

32. Employee notification when PBGC variable premiums are required

    By richard, March 27, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 27, 2000

33. Real Estate assets in DB: Prohibited Transaction

    By Guest RW, March 23, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 23, 2000

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

    By AndyH, March 21, 2000
    • 0 replies
    • 1.8k views
    • 
    • AndyH
    • March 21, 2000

35. REDUCED EXCISE TAX ON REVERSIONS

    By Guest steve dolce, February 22, 2000
    • 2 replies
    • 2.2k views
    • 
    • mwyatt
    • March 20, 2000

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

    By chris, March 13, 2000
    • 3 replies
    • 3.7k views
    • 
    • chris
    • March 16, 2000

37. Funded by 12/31 or when Taxes Filed

    By Guest hherpel, March 16, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 16, 2000

38. EA Meetings

    By Guest, March 16, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 16, 2000

39. Lump sum payments after conversion to cash balance plan

    By Guest nicktaldone, March 15, 2000
    • 2 replies
    • 1.8k views
    • 
    • Alonzo
    • March 15, 2000

40. Partnership Info Needed

    By Guest Don N, March 1, 2000
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 14, 2000

41. post 65 accruals

    By Guest Amy Erlbacher Anderson, March 10, 2000
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • March 11, 2000

42. Changing NRA (60 to 55)

    By David, March 9, 2000
    • 8 replies
    • 2.7k views
    • 
    • david rigby
    • March 10, 2000

43. Lump sum distribution to a deferred vested participant

    By Guest, March 10, 2000
    • 2 replies
    • 4.4k views
    • 
    • david rigby
    • March 10, 2000

44. 404(a)(7) Limitation - DB/DC Plans

    By Guest Mike Muller, March 10, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 10, 2000

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

    By Guest joanna, March 7, 2000
    • 1 reply
    • 1.5k views
    • 
    • Lorraine Dorsa
    • March 8, 2000

46. Cash Balance Plans/EEOC

    By Guest pwh, March 8, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 8, 2000

47. Plan Integration - 401(l)

    By Gary, March 7, 2000
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • March 8, 2000

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

    By Guest joanna, March 7, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2000

49. SS PIA Estimate

    By Gary, March 7, 2000
    • 1 reply
    • 2.3k views
    • 
    • mwyatt
    • March 7, 2000

50. Minimum Required Distributions

    By Guest Jonah S, March 7, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2000