Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. 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

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

   By Guest Connie, October 22, 1999
   • 6 replies
   • 4.6k views
   • 
   • mwyatt
   • November 5, 1999

3. 415(e) and terminated DB Plans

   By KJohnson, November 3, 1999
   • 0 replies
   • 1.5k views
   • 
   • KJohnson
   • November 3, 1999

4. cash balance plan lump sums

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

5. Funding Deadline

   By Guest, October 25, 1999
   • 5 replies
   • 4.3k views
   • 
   • John A
   • October 26, 1999

6. Table(s) for Retirement Rates ?

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

7. Change in Actuary

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

8. Pre-GATT mortality for lump sums

   By John A, October 12, 1999
   • 8 replies
   • 3.8k views
   • 
   • John A
   • October 20, 1999

9. Avg Salary used in pension calculation

   By Gary, October 13, 1999
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • October 16, 1999

10. Reversion Tax for DB termination by not for profit

    By Guest Lonnie Tomlin, October 15, 1999
    • 1 reply
    • 2.6k views
    • 
    • david rigby
    • October 15, 1999

11. multiple db plans

    By Guest harris, October 14, 1999
    • 1 reply
    • 1.5k views
    • 
    • Everett Moreland
    • October 15, 1999

12. 415 (e) repeal transition

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

13. Alternate Beneficiaries in Joint and Survivor Annuities

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

14. Legality of Asset Transfer

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

15. Aggregating DB & DC plan for general test

    By Richard Anderson, September 8, 1999
    • 4 replies
    • 1.6k views
    • 
    • John A
    • October 12, 1999

16. Accruals Beyond NRA and 70 1/2 Distributions

    By Guest BMeyer, October 7, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 7, 1999

17. DB/MP Deduction Limit

    By Guest rkaplan, August 31, 1999
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • September 29, 1999

18. Cash Value Pension Plan or Benefit

    By Guest David Tedesco, September 20, 1999
    • 5 replies
    • 2.2k views
    • 
    • John A
    • September 29, 1999

19. Lookback month definition

    By Guest LC Brosio, September 29, 1999
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • September 29, 1999

20. Pension Equity Plan: Distributions

    By Guest wwest, September 15, 1999
    • 8 replies
    • 2.1k views
    • 
    • david rigby
    • September 24, 1999

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

    By Guest Jim Berry, September 10, 1999
    • 3 replies
    • 1.6k views
    • 
    • SoCalActuary
    • September 23, 1999

22. PBGC mortality

    By Gary, September 9, 1999
    • 3 replies
    • 2.6k views
    • 
    • SoCalActuary
    • September 23, 1999

23. Frequent Plan Amendments

    By richard, August 24, 1999
    • 6 replies
    • 3.2k views
    • 
    • SoCalActuary
    • September 23, 1999

24. Deceased Plan Sponsor

    By nancy, September 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • SoCalActuary
    • September 23, 1999

25. IBM Cash Balance Plan

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

26. Termination of Floor Offset Plan

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

27. Vesting and Credited Service in Controlled Group

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

28. Indexing Deferred Benefits

    By Guest Mike Luers, September 13, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 1999

29. irs notice 99-44

    By Larry M, September 9, 1999
    • 0 replies
    • 1.6k views
    • 
    • Larry M
    • September 9, 1999

30. IRS Memo on Cash Balance Plans

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

31. CASH BALANCE PLANS

    By Guest LOSTPENSION, September 2, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 5, 1999

32. OBRA bases after 1998

    By Guest Trapatsos, September 3, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 3, 1999

33. AP Article on Cash Balance plans

    By Guest GregSelf, September 2, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 2, 1999

34. Segregated Accounts in DB Plan

    By Hoard1, September 1, 1999
    • 0 replies
    • 1.8k views
    • 
    • Hoard1
    • September 1, 1999

35. GATT Amendment for Terminating Plan

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

36. Closing a DB Plan

    By Hoard1, August 5, 1999
    • 7 replies
    • 3.1k views
    • 
    • Hoard1
    • August 23, 1999

37. locating former employee of pension plan

    By Gary, August 20, 1999
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • August 21, 1999

38. Gerstner Speaks (IBM)

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

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

    By Guest Beth N, August 17, 1999
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • August 20, 1999

40. statute of limitations

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

41. Reversion????

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

42. GATT lump sum transition

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

43. Interpretation of Plan document definition

    By Gary, August 17, 1999
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • August 18, 1999

44. Acquiring overfunded DB plan

    By Guest pma, August 12, 1999
    • 3 replies
    • 1.6k views
    • 
    • Wessex
    • August 16, 1999

45. over age 65 accruals

    By Gary, August 16, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • August 16, 1999

46. $160,000 Compensation Limit for DB Plans

    By Guest Elaine Levin, August 16, 1999
    • 1 reply
    • 1.6k views
    • 
    • Lorraine Dorsa
    • August 16, 1999

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

    By Guest jdw, August 11, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 16, 1999

48. 412(i) plans

    By Guest ljelaw, July 26, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 31, 1999

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

    By Guest beth beaube, July 19, 1999
    • 11 replies
    • 2.7k views
    • 
    • Guest
    • July 30, 1999

50. Personal Taxes Owed on Excess Reversion from Pension Plan

    By Guest Brenda RSM, July 27, 1999
    • 1 reply
    • 1.9k views
    • 
    • mwyatt
    • July 29, 1999