Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Acquiring overfunded DB plan

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

2. over age 65 accruals

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

3. $160,000 Compensation Limit for DB Plans

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

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

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

5. 412(i) plans

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

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

   By Guest beth beaube, July 19, 1999
   • 11 replies
   • 2.3k views
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   • Guest
   • July 30, 1999

7. Personal Taxes Owed on Excess Reversion from Pension Plan

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

8. Lump sum 411 protected benefits

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

9. Locating Vested Former Employees

   By Guest David M, July 27, 1999
   • 3 replies
   • 1.6k views
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   • david rigby
   • July 28, 1999

10. 25% deduction limit - DB & DC combination

    By richard, July 27, 1999
    • 1 reply
    • 1.9k views
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    • Guest
    • July 27, 1999

11. 25% deduction limit - a variation on a theme

    By richard, July 27, 1999
    • 0 replies
    • 1.3k views
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    • richard
    • July 27, 1999

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

    By Guest Gibson, July 18, 1999
    • 5 replies
    • 1.9k views
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    • david rigby
    • July 26, 1999

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

    By richard, July 23, 1999
    • 0 replies
    • 1.4k views
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    • richard
    • July 23, 1999

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

    By Guest beth beaube, July 19, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • July 19, 1999

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

    By Guest dave_lovelace, July 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 1999

16. underpayment of lump sum

    By Gary, July 13, 1999
    • 1 reply
    • 2k views
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    • david rigby
    • July 14, 1999

17. GATT vs PBGC rates

    By Guest debbiejim, July 14, 1999
    • 0 replies
    • 2.1k views
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    • Guest
    • July 14, 1999

18. Agreement with PBGC to Appoint PBGC as Trustee

    By Guest pauline, July 9, 1999
    • 2 replies
    • 1.8k views
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    • Dowist
    • July 13, 1999

19. Retiree Medical Expenses to be paid out of Pension Plan per IRC § 401(

    By Guest Charlie Stevens, July 10, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 10, 1999

20. Interest Rate Locator

    By Hoard1, July 1, 1999
    • 4 replies
    • 1.5k views
    • 
    • Larry M
    • July 9, 1999

21. Loans/Deemed Distributions

    By Christine Roberts, June 30, 1999
    • 3 replies
    • 2.2k views
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    • Guest
    • June 30, 1999

22. What is a "cash-balance plan?

    By Guest kdickel, June 17, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 30, 1999

23. Funding Terminated Plan

    By Hoard1, June 25, 1999
    • 2 replies
    • 1.4k views
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    • david rigby
    • June 29, 1999

24. Annuity calculator

    By Guest JohnB10, November 19, 1998
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 28, 1999

25. Funding of Cash Balance Plans

    By Gary, June 24, 1999
    • 3 replies
    • 1.9k views
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    • Gary
    • June 25, 1999

26. PBGC or GATT

    By Guest newburgh, June 23, 1999
    • 1 reply
    • 1.6k views
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    • Guest
    • June 25, 1999

27. Cash Balance question for Richard

    By Gary, June 16, 1999
    • 1 reply
    • 2k views
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    • richard
    • June 21, 1999

28. Memphis IRS rejecting "99" EA prefix

    By mwyatt, June 17, 1999
    • 1 reply
    • 1.5k views
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    • david rigby
    • June 18, 1999

29. Opening balance in cash balance plan

    By Gary, June 16, 1999
    • 1 reply
    • 1.8k views
    • 
    • richard
    • June 16, 1999

30. Accrued Benefit in Cash Balance Plan

    By Gary, June 16, 1999
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • June 16, 1999

31. Choice to Convert DB Plan

    By Guest pep, June 14, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 14, 1999

32. Method for calculating lump sums

    By Guest Andy, June 10, 1999
    • 4 replies
    • 2.2k views
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    • david rigby
    • June 12, 1999

33. Seeking Good Definition of Disability for DB PLan

    By Guest Jim Edens, May 28, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 12, 1999

34. Freezing of Defined Benefit Plan/Enrichment of 401k - Communications I

    By Guest SSCARO, June 10, 1999
    • 2 replies
    • 2.2k views
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    • david rigby
    • June 11, 1999

35. Discontinuing a Pension Plan

    By Guest FL GRRL, June 11, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 11, 1999

36. In-kind contribution to DB plan

    By Guest Michael Spaid, May 19, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 9, 1999

37. IRC Section 415 Limits on Defined Benefit Plans

    By Guest NedA, June 6, 1999
    • 2 replies
    • 2.3k views
    • 
    • Lorraine Dorsa
    • June 8, 1999

38. Cash Balance Top Heavy Plan

    By Gary, May 26, 1999
    • 4 replies
    • 1.7k views
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    • Gary
    • May 29, 1999

39. Top Heavy Minimum-2 plans

    By Guest Don N, May 26, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 1999

40. Controlled Groups

    By richard, May 8, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 24, 1999

41. Sponsor out of business-second request

    By Guest art, April 29, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • May 22, 1999

42. Cash Balance Plans & IBM

    By Guest juris301, May 18, 1999
    • 2 replies
    • 1.7k views
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    • david rigby
    • May 19, 1999

43. Court case on 417(e) calculations

    By davef, May 5, 1999
    • 1 reply
    • 1.8k views
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    • Guest
    • May 14, 1999

44. Defined Benefit/Money Purchase combination

    By Lynn Campbell, May 7, 1999
    • 5 replies
    • 1.6k views
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    • Lorraine Dorsa
    • May 14, 1999

45. 415(e)

    By David, May 13, 1999
    • 1 reply
    • 1.5k views
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    • david rigby
    • May 14, 1999

46. unit credit plan accruals

    By Gary, May 4, 1999
    • 1 reply
    • 1.5k views
    • 
    • David
    • May 5, 1999

47. 1000 hour rule

    By Gary, April 29, 1999
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • May 4, 1999

48. Legally, how many days does an employer have to respond to a participa

    By Guest Susan Lindgren, April 28, 1999
    • 3 replies
    • 1.6k views
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    • david rigby
    • May 2, 1999

49. DB surviving spouse annuity - help!

    By Guest cngriffin, April 27, 1999
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • April 30, 1999

50. QPSA and Pre-35 Separations

    By Guest Edward McElroy, April 29, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 29, 1999