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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. Reversion Tax for DB termination by not for profit

    By Guest Lonnie Tomlin,
    • 1 reply
    • 2.5k views

  2. multiple db plans

    By Guest harris,
    • 1 reply
    • 1.4k views

  3. 415 (e) repeal transition

    By Guest,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  4. Alternate Beneficiaries in Joint and Survivor Annuities

    By Guest wwest,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  5. Legality of Asset Transfer

    By Gary,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  6. Aggregating DB & DC plan for general test

    By Richard Anderson,
    • 4 replies
    • 1.5k views

  7. Accruals Beyond NRA and 70 1/2 Distributions

    By Guest BMeyer,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  8. DB/MP Deduction Limit

    By Guest rkaplan,
    • 6 replies
    • 2k views
    • Guest
    • Guest

  9. Cash Value Pension Plan or Benefit

    By Guest David Tedesco,
    • 5 replies
    • 2.1k views

  10. Lookback month definition

    By Guest LC Brosio,
    • 1 reply
    • 2.1k views

  11. Pension Equity Plan: Distributions

    By Guest wwest,
    • 8 replies
    • 2.1k views

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

    By Guest Jim Berry,
    • 3 replies
    • 1.6k views

  13. PBGC mortality

    By Gary,
    • 3 replies
    • 2.6k views

  14. Frequent Plan Amendments

    By richard,
    • 6 replies
    • 3.2k views

  15. Deceased Plan Sponsor

    By nancy,
    • 2 replies
    • 1.5k views

  16. IBM Cash Balance Plan

    By Guest mfiala,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  17. Termination of Floor Offset Plan

    By Lorraine Dorsa,
    • 1 reply
    • 2.2k views

  18. Vesting and Credited Service in Controlled Group

    By Guest wwest,
    • 0 replies
    • 2.4k views
    • Guest
    • Guest

  19. Indexing Deferred Benefits

    By Guest Mike Luers,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  20. irs notice 99-44

    By Larry M,
    • 0 replies
    • 1.5k views

  21. IRS Memo on Cash Balance Plans

    By Guest David Thomas,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  22. CASH BALANCE PLANS

    By Guest LOSTPENSION,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  23. OBRA bases after 1998

    By Guest Trapatsos,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  24. AP Article on Cash Balance plans

    By Guest GregSelf,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  25. Segregated Accounts in DB Plan

    By Hoard1,
    • 0 replies
    • 1.8k views

  26. GATT Amendment for Terminating Plan

    By Guest FredReilly,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  27. Closing a DB Plan

    By Hoard1,
    • 7 replies
    • 3k views

  28. locating former employee of pension plan

    By Gary,
    • 3 replies
    • 1.7k views

  29. Gerstner Speaks (IBM)

    By Guest Rmontefu,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

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

    By Guest Beth N,
    • 2 replies
    • 1.6k views

  31. statute of limitations

    By Gary,
    • 2 replies
    • 1.7k views

  32. Reversion????

    By Guest,
    • 1 reply
    • 1.7k views

  33. GATT lump sum transition

    By Gary,
    • 0 replies
    • 1.5k views

  34. Interpretation of Plan document definition

    By Gary,
    • 3 replies
    • 1.8k views

  35. Acquiring overfunded DB plan

    By Guest pma,
    • 3 replies
    • 1.5k views

  36. over age 65 accruals

    By Gary,
    • 1 reply
    • 1.5k views

  37. $160,000 Compensation Limit for DB Plans

    By Guest Elaine Levin,
    • 1 reply
    • 1.6k views

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

    By Guest jdw,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  39. 412(i) plans

    By Guest ljelaw,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  40. DB plan pays a $1,000 "death benefit" to a beneficiary desig

    By Guest beth beaube,
    • 11 replies
    • 2.6k views
    • Guest
    • Guest

  41. Personal Taxes Owed on Excess Reversion from Pension Plan

    By Guest Brenda RSM,
    • 1 reply
    • 1.9k views

  42. Lump sum 411 protected benefits

    By Gary,
    • 0 replies
    • 1.6k views

  43. Locating Vested Former Employees

    By Guest David M,
    • 3 replies
    • 1.8k views

  44. 25% deduction limit - DB & DC combination

    By richard,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  45. 25% deduction limit - a variation on a theme

    By richard,
    • 0 replies
    • 1.3k views

  46. Use by Defined Benefit Plan Overfunding to extinguish existing corpora

    By Guest Gibson,
    • 5 replies
    • 2k views

  47. Benefit Election - Post age 70-1/2

    By richard,
    • 0 replies
    • 1.5k views

  48. Does cashout lookback rule apply to vested terms in a DB plan?

    By Guest beth beaube,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  49. See how IBM Employees are challenging the company's decision to conver

    By Guest dave_lovelace,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  50. underpayment of lump sum

    By Gary,
    • 1 reply
    • 2k views
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