Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. OBRA & RPA Full FUnding Limit Caculation

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

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

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

3. GUST Amendments for Terminating DB Plan

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

4. Gain/Loss:Immediate Gain Method

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

5. DB versus DC statistics

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

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

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

7. Peer sharing of ideas

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

8. Implementation of new db plan

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

9. Brother Sister Relationship to Establish a DB Plan

   By Hoard1, December 30, 1999
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • January 5, 2000

10. Transition to GATT lump sums

    By nancy, December 29, 1999
    • 34 replies
    • 7k views
    • 
    • Blinky the 3-eyed Fish
    • June 7, 2002

11. 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

12. Combined 415 limits

    By nancy, December 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 24, 1999

13. COLA or indexing benefits prior to benefit date

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

14. 401(a)(26) - any exception?

    By Lynn Campbell, December 21, 1999
    • 25 replies
    • 4.2k views
    • 
    • pookah
    • July 6, 2002

15. rollover into 401(k) plan

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

16. Waiver of QPSA

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

17. Company makes pension calculation error in favor of participant

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

18. Retention of employee records

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

19. Enrolled Actuary Gray Books

    By Guest laura2, December 16, 1999
    • 3 replies
    • 3.1k views
    • 
    • david rigby
    • July 28, 2003

20. PBGC Variable Premium

    By Guest Don N, December 14, 1999
    • 11 replies
    • 2k views
    • 
    • mwyatt
    • December 20, 1999

21. 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

22. DB novice looking for info

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

23. Benefit Accrual Service under Elapsed Time Method

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

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

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

25. In a final average pay plan, is it customary to lock in any prior year

    By Guest Linda Ursin, December 1, 1999
    • 11 replies
    • 4.9k views
    • 
    • Gary
    • May 25, 2005

26. 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

27. 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

28. DB Plan 70 1/2 Distribution

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

29. rule of 72t??

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

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

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

31. Rollovers to Cash Balance Plans

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

32. Employees over age 70-1/2

    By richard, November 24, 1999
    • 1 reply
    • 1.6k views
    • 
    • IRC401
    • November 25, 1999

33. Participant Disclosure under ERISA

    By Gary, November 23, 1999
    • 0 replies
    • 1.6k views
    • 
    • Gary
    • November 23, 1999

34. Subsidized Joint and Survivor

    By Guest mo, November 22, 1999
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • November 23, 1999

35. Agent Expense Reimbursements

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

36. Should GUST Amendment be made now?

    By Guest Cal, November 21, 1999
    • 4 replies
    • 1.4k views
    • 
    • mwyatt
    • November 23, 1999

37. statute of limitations - terminated plan

    By Gary, November 19, 1999
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • November 20, 1999

38. Contribution & Deduction Timing

    By richard, November 19, 1999
    • 3 replies
    • 2.2k views
    • 
    • richard
    • November 27, 1999

39. Funding Method Change

    By Guest Don N, November 19, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 1999

40. short plan year to accelerate 415(e) repeal date?

    By Lorraine Dorsa, November 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 22, 1999

41. Survivor Annuity Distribution Options

    By Guest wwest, November 12, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 12, 1999

42. Terminating DB plan offering lump sums to retirees. What about spousa

    By david rigby, November 10, 1999
    • 6 replies
    • 2.9k views
    • 
    • david rigby
    • September 12, 2011

43. Does top-heavy 415(e) buy-back using DC plan require 4%(Code) or 7.5%

    By John A, November 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • mwyatt
    • November 17, 1999

44. For DB plans determining the highest 3-year average compensation after

    By John A, November 9, 1999
    • 0 replies
    • 1.3k views
    • 
    • John A
    • November 9, 1999

45. 415 COLAs

    By Guest ak, November 5, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 17, 1999

46. post age 65 actuarial increase

    By Gary, November 5, 1999
    • 13 replies
    • 3k views
    • 
    • david rigby
    • November 14, 2000

47. 415(e) and terminated DB Plans

    By KJohnson, November 3, 1999
    • 0 replies
    • 1.4k views
    • 
    • KJohnson
    • November 3, 1999

48. Cash balance plan conversion - plan does not provide for lump sums pri

    By Gary, November 1, 1999
    • 3 replies
    • 1.5k views
    • 
    • Gary
    • November 9, 1999

49. cash balance plan lump sums

    By Gary, October 27, 1999
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • October 27, 1999

50. Funding Deadline

    By Guest, October 25, 1999
    • 5 replies
    • 4.1k views
    • 
    • John A
    • October 26, 1999