Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Funding Deadline

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

2. Table(s) for Retirement Rates ?

   By Greg Judd, October 25, 1999
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • October 25, 1999

3. Change in Actuary

   By Guest mo, October 22, 1999
   • 4 replies
   • 1.7k views
   • 
   • Larry M
   • October 23, 1999

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

   By Guest Connie, October 22, 1999
   • 6 replies
   • 4.4k views
   • 
   • mwyatt
   • November 5, 1999

5. Reversion Tax for DB termination by not for profit

   By Guest Lonnie Tomlin, October 15, 1999
   • 1 reply
   • 2.4k views
   • 
   • david rigby
   • October 15, 1999

6. multiple db plans

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

7. 415 (e) repeal transition

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

8. Alternate Beneficiaries in Joint and Survivor Annuities

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

9. Avg Salary used in pension calculation

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

10. Pre-GATT mortality for lump sums

    By John A, October 12, 1999
    • 8 replies
    • 3.6k views
    • 
    • John A
    • October 20, 1999

11. Legality of Asset Transfer

    By Gary, October 7, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 14, 1999

12. Accruals Beyond NRA and 70 1/2 Distributions

    By Guest BMeyer, October 7, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 7, 1999

13. DB Plan Termination

    By Guest le190, October 6, 1999
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • March 1, 2000

14. Lookback month definition

    By Guest LC Brosio, September 29, 1999
    • 1 reply
    • 2k views
    • 
    • david rigby
    • September 29, 1999

15. IBM Cash Balance Plan

    By Guest mfiala, September 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 1999

16. Termination of Floor Offset Plan

    By Lorraine Dorsa, September 21, 1999
    • 1 reply
    • 2.2k views
    • 
    • SoCalActuary
    • September 23, 1999

17. Cash Value Pension Plan or Benefit

    By Guest David Tedesco, September 20, 1999
    • 5 replies
    • 2k views
    • 
    • John A
    • September 29, 1999

18. Pension Equity Plan: Distributions

    By Guest wwest, September 15, 1999
    • 8 replies
    • 2k views
    • 
    • david rigby
    • September 24, 1999

19. Vesting and Credited Service in Controlled Group

    By Guest wwest, September 13, 1999
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 13, 1999

20. Indexing Deferred Benefits

    By Guest Mike Luers, September 13, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 13, 1999

21. DB/DC plan design after 12/31/99

    By Guest Jim Berry, September 10, 1999
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • September 23, 1999

22. PBGC mortality

    By Gary, September 9, 1999
    • 3 replies
    • 2.5k views
    • 
    • SoCalActuary
    • September 23, 1999

23. irs notice 99-44

    By Larry M, September 9, 1999
    • 0 replies
    • 1.5k views
    • 
    • Larry M
    • September 9, 1999

24. Aggregating DB & DC plan for general test

    By Richard Anderson, September 8, 1999
    • 4 replies
    • 1.4k views
    • 
    • John A
    • October 12, 1999

25. IRS Memo on Cash Balance Plans

    By Guest David Thomas, September 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 7, 1999

26. Deceased Plan Sponsor

    By nancy, September 3, 1999
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • September 23, 1999

27. OBRA bases after 1998

    By Guest Trapatsos, September 3, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 3, 1999

28. AP Article on Cash Balance plans

    By Guest GregSelf, September 2, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 2, 1999

29. CASH BALANCE PLANS

    By Guest LOSTPENSION, September 2, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 5, 1999

30. Segregated Accounts in DB Plan

    By Hoard1, September 1, 1999
    • 0 replies
    • 1.7k views
    • 
    • Hoard1
    • September 1, 1999

31. DB/MP Deduction Limit

    By Guest rkaplan, August 31, 1999
    • 6 replies
    • 2k views
    • 
    • Guest
    • September 29, 1999

32. GATT Amendment for Terminating Plan

    By Guest FredReilly, August 24, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 24, 1999

33. Frequent Plan Amendments

    By richard, August 24, 1999
    • 6 replies
    • 3k views
    • 
    • SoCalActuary
    • September 23, 1999

34. PBGC Coverage

    By richard, August 24, 1999
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • July 11, 2000

35. Gerstner Speaks (IBM)

    By Guest Rmontefu, August 21, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 21, 1999

36. locating former employee of pension plan

    By Gary, August 20, 1999
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 21, 1999

37. GATT lump sum transition

    By Gary, August 20, 1999
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • August 20, 1999

38. In-service / Post-retirement withdrawal from DB?

    By Guest Beth N, August 17, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • August 20, 1999

39. Interpretation of Plan document definition

    By Gary, August 17, 1999
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • August 18, 1999

40. Reversion????

    By Guest, August 16, 1999
    • 1 reply
    • 1.7k views
    • 
    • Lorraine Dorsa
    • August 20, 1999

41. statute of limitations

    By Gary, August 16, 1999
    • 2 replies
    • 1.7k views
    • 
    • Lorraine Dorsa
    • August 20, 1999

42. over age 65 accruals

    By Gary, August 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • August 16, 1999

43. $160,000 Compensation Limit for DB Plans

    By Guest Elaine Levin, August 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • Lorraine Dorsa
    • August 16, 1999

44. Acquiring overfunded DB plan

    By Guest pma, August 12, 1999
    • 3 replies
    • 1.5k views
    • 
    • Wessex
    • August 16, 1999

45. using DB surplus assets to fund 401(k) match

    By Guest jdw, August 11, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • August 16, 1999

46. Closing a DB Plan

    By Hoard1, August 5, 1999
    • 7 replies
    • 2.9k views
    • 
    • Hoard1
    • August 23, 1999

47. overfunded DB plan

    By David, August 2, 1999
    • 4 replies
    • 5k views
    • 
    • Guest
    • August 13, 2002

48. Lump sum 411 protected benefits

    By Gary, July 29, 1999
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • July 29, 1999

49. Company makes pension calculation mistake in favor of former employees

    By Gary, July 29, 1999
    • 11 replies
    • 3.6k views
    • 
    • Guest
    • April 18, 2001

50. Personal Taxes Owed on Excess Reversion from Pension Plan

    By Guest Brenda RSM, July 27, 1999
    • 1 reply
    • 1.8k views
    • 
    • mwyatt
    • July 29, 1999