Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

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

   By Guest B Husani, November 30, 1999
   • 3 replies
   • 2.3k views
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   • david rigby
   • December 2, 1999

2. DB Plan 70 1/2 Distribution

   By David, November 29, 1999
   • 3 replies
   • 2.2k views
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   • KJohnson
   • November 30, 1999

3. rule of 72t??

   By Guest mam, November 29, 1999
   • 3 replies
   • 3.1k views
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   • david rigby
   • November 30, 1999

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

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

5. Contribution & Deduction Timing

   By richard, November 19, 1999
   • 3 replies
   • 2.5k views
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   • richard
   • November 27, 1999

6. Employees over age 70-1/2

   By richard, November 24, 1999
   • 1 reply
   • 1.9k views
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   • IRC401
   • November 25, 1999

7. Should GUST Amendment be made now?

   By Guest Cal, November 21, 1999
   • 4 replies
   • 1.6k views
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   • mwyatt
   • November 23, 1999

8. Participant Disclosure under ERISA

   By Gary, November 23, 1999
   • 0 replies
   • 1.7k views
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   • Gary
   • November 23, 1999

9. Subsidized Joint and Survivor

   By Guest mo, November 22, 1999
   • 3 replies
   • 1.9k views
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   • david rigby
   • November 23, 1999

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

    By Lorraine Dorsa, November 16, 1999
    • 1 reply
    • 1.7k views
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    • Guest
    • November 22, 1999

11. statute of limitations - terminated plan

    By Gary, November 19, 1999
    • 1 reply
    • 1.7k views
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    • KJohnson
    • November 20, 1999

12. Funding Method Change

    By Guest Don N, November 19, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • November 19, 1999

13. 415 COLAs

    By Guest ak, November 5, 1999
    • 2 replies
    • 1.6k views
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    • Guest
    • November 17, 1999

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

    By John A, November 10, 1999
    • 1 reply
    • 1.6k views
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    • mwyatt
    • November 17, 1999

15. Survivor Annuity Distribution Options

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

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

    By John A, November 9, 1999
    • 0 replies
    • 1.5k views
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    • John A
    • November 9, 1999

17. Cash balance plan conversion - plan does not provide for lump sums pri

    By Gary, November 1, 1999
    • 3 replies
    • 1.6k views
    • 
    • Gary
    • November 9, 1999

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

    By Guest Connie, October 22, 1999
    • 6 replies
    • 4.8k views
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    • mwyatt
    • November 5, 1999

19. 415(e) and terminated DB Plans

    By KJohnson, November 3, 1999
    • 0 replies
    • 1.7k views
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    • KJohnson
    • November 3, 1999

20. cash balance plan lump sums

    By Gary, October 27, 1999
    • 0 replies
    • 1.6k views
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    • Gary
    • October 27, 1999

21. Funding Deadline

    By Guest, October 25, 1999
    • 5 replies
    • 4.4k views
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    • John A
    • October 26, 1999

22. Table(s) for Retirement Rates ?

    By Greg Judd, October 25, 1999
    • 2 replies
    • 1.6k views
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    • Guest
    • October 25, 1999

23. Change in Actuary

    By Guest mo, October 22, 1999
    • 4 replies
    • 2k views
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    • Larry M
    • October 23, 1999

24. Pre-GATT mortality for lump sums

    By John A, October 12, 1999
    • 8 replies
    • 4k views
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    • John A
    • October 20, 1999

25. Avg Salary used in pension calculation

    By Gary, October 13, 1999
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • October 16, 1999

26. Reversion Tax for DB termination by not for profit

    By Guest Lonnie Tomlin, October 15, 1999
    • 1 reply
    • 2.7k views
    • 
    • david rigby
    • October 15, 1999

27. multiple db plans

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

28. 415 (e) repeal transition

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

29. Alternate Beneficiaries in Joint and Survivor Annuities

    By Guest wwest, October 14, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • October 14, 1999

30. Legality of Asset Transfer

    By Gary, October 7, 1999
    • 2 replies
    • 1.8k views
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    • Guest
    • October 14, 1999

31. Aggregating DB & DC plan for general test

    By Richard Anderson, September 8, 1999
    • 4 replies
    • 1.7k views
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    • John A
    • October 12, 1999

32. Accruals Beyond NRA and 70 1/2 Distributions

    By Guest BMeyer, October 7, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • October 7, 1999

33. DB/MP Deduction Limit

    By Guest rkaplan, August 31, 1999
    • 6 replies
    • 2.2k views
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    • Guest
    • September 29, 1999

34. Cash Value Pension Plan or Benefit

    By Guest David Tedesco, September 20, 1999
    • 5 replies
    • 2.3k views
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    • John A
    • September 29, 1999

35. Lookback month definition

    By Guest LC Brosio, September 29, 1999
    • 1 reply
    • 2.4k views
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    • david rigby
    • September 29, 1999

36. Pension Equity Plan: Distributions

    By Guest wwest, September 15, 1999
    • 8 replies
    • 2.3k views
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    • david rigby
    • September 24, 1999

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

    By Guest Jim Berry, September 10, 1999
    • 3 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 23, 1999

38. PBGC mortality

    By Gary, September 9, 1999
    • 3 replies
    • 2.9k views
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    • SoCalActuary
    • September 23, 1999

39. Frequent Plan Amendments

    By richard, August 24, 1999
    • 6 replies
    • 3.4k views
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    • SoCalActuary
    • September 23, 1999

40. Deceased Plan Sponsor

    By nancy, September 3, 1999
    • 2 replies
    • 1.6k views
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    • SoCalActuary
    • September 23, 1999

41. IBM Cash Balance Plan

    By Guest mfiala, September 23, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • September 23, 1999

42. Termination of Floor Offset Plan

    By Lorraine Dorsa, September 21, 1999
    • 1 reply
    • 2.4k views
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    • SoCalActuary
    • September 23, 1999

43. Vesting and Credited Service in Controlled Group

    By Guest wwest, September 13, 1999
    • 0 replies
    • 2.5k views
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    • Guest
    • September 13, 1999

44. Indexing Deferred Benefits

    By Guest Mike Luers, September 13, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • September 13, 1999

45. irs notice 99-44

    By Larry M, September 9, 1999
    • 0 replies
    • 1.7k views
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    • Larry M
    • September 9, 1999

46. IRS Memo on Cash Balance Plans

    By Guest David Thomas, September 7, 1999
    • 1 reply
    • 1.5k views
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    • Guest
    • September 7, 1999

47. CASH BALANCE PLANS

    By Guest LOSTPENSION, September 2, 1999
    • 1 reply
    • 1.8k views
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    • Guest
    • September 5, 1999

48. OBRA bases after 1998

    By Guest Trapatsos, September 3, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • September 3, 1999

49. AP Article on Cash Balance plans

    By Guest GregSelf, September 2, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • September 2, 1999

50. Segregated Accounts in DB Plan

    By Hoard1, September 1, 1999
    • 0 replies
    • 1.9k views
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    • Hoard1
    • September 1, 1999