Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Annuity Puchase after age 70-1/2

   By Guest LC Brosio, January 28, 2000
   • 0 replies
   • 1.4k views
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   • Guest
   • January 28, 2000

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

   By Guest Roman, January 26, 2000
   • 5 replies
   • 1.8k views
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   • Chester
   • January 28, 2000

3. De Minimus Funding under 415(b)?

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

4. 1099-R question

   By Guest Theresa, January 24, 2000
   • 0 replies
   • 1.6k views
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   • Guest
   • January 24, 2000

5. Top Heavy Benefit for combined BD & DC Plan

   By Guest, January 24, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • January 24, 2000

6. 415 limit and minimum distributions

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

7. Accrual Years after unfreezing of benefits

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

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

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

9. Out with the old and in with the new

   By Hoard1, January 18, 2000
   • 1 reply
   • 1.5k views
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   • Lorraine Dorsa
   • January 18, 2000

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

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

11. DB versus DC statistics

    By Guest Ken Newhouse, January 4, 2000
    • 3 replies
    • 1.8k views
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    • Guest
    • January 13, 2000

12. OBRA & RPA Full FUnding Limit Caculation

    By Hoard1, January 12, 2000
    • 3 replies
    • 1.7k views
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    • Hoard1
    • January 12, 2000

13. Gain/Loss:Immediate Gain Method

    By Guest Don N, January 7, 2000
    • 4 replies
    • 1.9k views
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    • John A
    • January 11, 2000

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

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

15. GUST Amendments for Terminating DB Plan

    By Hoard1, January 10, 2000
    • 2 replies
    • 1.7k views
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    • KJohnson
    • January 10, 2000

16. Brother Sister Relationship to Establish a DB Plan

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

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

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

18. Peer sharing of ideas

    By Gary, December 30, 1999
    • 3 replies
    • 1.8k views
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    • david rigby
    • December 30, 1999

19. Implementation of new db plan

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

20. Combined 415 limits

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

21. COLA or indexing benefits prior to benefit date

    By Guest Mike Luers, December 22, 1999
    • 8 replies
    • 1.7k views
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    • richard
    • December 23, 1999

22. rollover into 401(k) plan

    By Guest cculhane, December 21, 1999
    • 2 replies
    • 2.1k views
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    • Guest
    • December 22, 1999

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

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

24. Company makes pension calculation error in favor of participant

    By Gary, December 18, 1999
    • 3 replies
    • 1.8k views
    • 
    • KJohnson
    • December 20, 1999

25. Waiver of QPSA

    By Guest Karens, December 20, 1999
    • 0 replies
    • 2.5k views
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    • Guest
    • December 20, 1999

26. PBGC Variable Premium

    By Guest Don N, December 14, 1999
    • 11 replies
    • 2.2k views
    • 
    • mwyatt
    • December 20, 1999

27. Retention of employee records

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

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

    By thepensionmaven, December 11, 1999
    • 5 replies
    • 2k views
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    • Dowist
    • December 16, 1999

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

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

30. Benefit Accrual Service under Elapsed Time Method

    By JWK, December 8, 1999
    • 3 replies
    • 2.6k views
    • 
    • Wessex
    • December 10, 1999

31. DB novice looking for info

    By Guest jason, December 10, 1999
    • 1 reply
    • 1.5k views
    • 
    • Lorraine Dorsa
    • December 10, 1999

32. Suspension of benefits

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

33. Rollovers to Cash Balance Plans

    By IRC401, November 26, 1999
    • 5 replies
    • 2.8k views
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    • richard
    • December 5, 1999

34. Agent Expense Reimbursements

    By Guest ak, November 22, 1999
    • 4 replies
    • 1.6k views
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    • Dowist
    • December 4, 1999

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

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

36. DB Plan 70 1/2 Distribution

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

37. rule of 72t??

    By Guest mam, November 29, 1999
    • 3 replies
    • 2.9k views
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    • david rigby
    • November 30, 1999

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

    By Guest BJGrenier, November 28, 1999
    • 1 reply
    • 1.7k views
    • 
    • Dowist
    • November 29, 1999

39. Contribution & Deduction Timing

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

40. Employees over age 70-1/2

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

41. Should GUST Amendment be made now?

    By Guest Cal, November 21, 1999
    • 4 replies
    • 1.5k views
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    • mwyatt
    • November 23, 1999

42. Participant Disclosure under ERISA

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

43. Subsidized Joint and Survivor

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

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

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

45. statute of limitations - terminated plan

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

46. Funding Method Change

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

47. 415 COLAs

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

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

    By John A, November 10, 1999
    • 1 reply
    • 1.5k views
    • 
    • mwyatt
    • November 17, 1999

49. Survivor Annuity Distribution Options

    By Guest wwest, November 12, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 12, 1999

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

    By John A, November 9, 1999
    • 0 replies
    • 1.4k views
    • 
    • John A
    • November 9, 1999