Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. Brother Sister Relationship to Establish a DB Plan

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

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

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

3. Peer sharing of ideas

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

4. Implementation of new db plan

   By Gary, December 30, 1999
   • 0 replies
   • 1.4k views
   • 
   • Gary
   • December 30, 1999

5. Combined 415 limits

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

6. COLA or indexing benefits prior to benefit date

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

7. rollover into 401(k) plan

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

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

   By Guest, December 2, 1999
   • 4 replies
   • 1.9k views
   • 
   • KJohnson
   • December 21, 1999

9. Company makes pension calculation error in favor of participant

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

10. Waiver of QPSA

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

11. PBGC Variable Premium

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

12. Retention of employee records

    By Gary, December 18, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • December 20, 1999

13. 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

14. 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

15. Benefit Accrual Service under Elapsed Time Method

    By JWK, December 8, 1999
    • 3 replies
    • 2.5k views
    • 
    • Wessex
    • December 10, 1999

16. DB novice looking for info

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

17. Suspension of benefits

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

18. Rollovers to Cash Balance Plans

    By IRC401, November 26, 1999
    • 5 replies
    • 2.7k views
    • 
    • richard
    • December 5, 1999

19. Agent Expense Reimbursements

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

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

    By Guest B Husani, November 30, 1999
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • December 2, 1999

21. DB Plan 70 1/2 Distribution

    By David, November 29, 1999
    • 3 replies
    • 2.1k views
    • 
    • KJohnson
    • November 30, 1999

22. rule of 72t??

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

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

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

24. Contribution & Deduction Timing

    By richard, November 19, 1999
    • 3 replies
    • 2.3k views
    • 
    • richard
    • November 27, 1999

25. Employees over age 70-1/2

    By richard, November 24, 1999
    • 1 reply
    • 1.7k views
    • 
    • IRC401
    • November 25, 1999

26. Should GUST Amendment be made now?

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

27. Participant Disclosure under ERISA

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

28. Subsidized Joint and Survivor

    By Guest mo, November 22, 1999
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • November 23, 1999

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

    By Lorraine Dorsa, November 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 22, 1999

30. statute of limitations - terminated plan

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

31. Funding Method Change

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

32. 415 COLAs

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

33. 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

34. Survivor Annuity Distribution Options

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

35. 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

36. 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

37. Can the PBGC premium be paid out of plan assets?

    By Guest Connie, October 22, 1999
    • 6 replies
    • 4.5k views
    • 
    • mwyatt
    • November 5, 1999

38. 415(e) and terminated DB Plans

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

39. cash balance plan lump sums

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

40. Funding Deadline

    By Guest, October 25, 1999
    • 5 replies
    • 4.2k views
    • 
    • John A
    • October 26, 1999

41. Table(s) for Retirement Rates ?

    By Greg Judd, October 25, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 25, 1999

42. Change in Actuary

    By Guest mo, October 22, 1999
    • 4 replies
    • 1.8k views
    • 
    • Larry M
    • October 23, 1999

43. Pre-GATT mortality for lump sums

    By John A, October 12, 1999
    • 8 replies
    • 3.7k views
    • 
    • John A
    • October 20, 1999

44. Avg Salary used in pension calculation

    By Gary, October 13, 1999
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 16, 1999

45. Reversion Tax for DB termination by not for profit

    By Guest Lonnie Tomlin, October 15, 1999
    • 1 reply
    • 2.5k views
    • 
    • david rigby
    • October 15, 1999

46. multiple db plans

    By Guest harris, October 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • Everett Moreland
    • October 15, 1999

47. 415 (e) repeal transition

    By Guest, October 14, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 14, 1999

48. Alternate Beneficiaries in Joint and Survivor Annuities

    By Guest wwest, October 14, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 14, 1999

49. Legality of Asset Transfer

    By Gary, October 7, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 14, 1999

50. Aggregating DB & DC plan for general test

    By Richard Anderson, September 8, 1999
    • 4 replies
    • 1.5k views
    • 
    • John A
    • October 12, 1999