Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. What is a "contributory defined benefit plan"

   By Guest Ronald, April 28, 1999
   • 1 reply
   • 2.9k views
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   • david rigby
   • April 29, 1999

2. Retiree @ PBGC Plan Termination offered Lump Sum Option?

   By mwyatt, April 27, 1999
   • 1 reply
   • 1.6k views
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   • david rigby
   • April 28, 1999

3. 5500 filing deadline - short plan year

   By richard, April 27, 1999
   • 1 reply
   • 2.8k views
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   • mwyatt
   • April 27, 1999

4. question from a business book author

   By Guest finlaysn, April 24, 1999
   • 0 replies
   • 1.5k views
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   • Guest
   • April 24, 1999

5. Benefit and Vesting Service Credit for Accrued Vacation Paid Upon Term

   By Guest dhendricks, April 19, 1999
   • 1 reply
   • 1.5k views
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   • M R Bernardin
   • April 23, 1999

6. Can Employer Withsraw Amount Contributed to a DB Plan if Amount Contri

   By Guest Edward McElroy, April 13, 1999
   • 2 replies
   • 1.5k views
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   • M R Bernardin
   • April 23, 1999

7. Cash Balance & Pension Equity Plans

   By Chester, April 5, 1999
   • 6 replies
   • 2k views
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   • richard
   • April 22, 1999

8. Gender-neutral actuarial equivalence

   By richard, April 22, 1999
   • 0 replies
   • 1.6k views
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   • richard
   • April 22, 1999

9. Ruling Request under Revenue Procedure 90-49

   By Guest Edward McElroy, April 21, 1999
   • 0 replies
   • 1.9k views
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   • Guest
   • April 21, 1999

10. 415(b)(2)(C) or (F) for retiree with tax-exempt and for-profit affilia

    By Guest tom h, April 17, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • April 17, 1999

11. Benchmark/comparison of defined pension plans in healthcare/hospitals.

    By Guest gainsbury, April 5, 1999
    • 2 replies
    • 1.7k views
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    • david rigby
    • April 14, 1999

12. New EA #'s required 4/1/99 - has anyone received their # yet?

    By Lorraine Dorsa, March 31, 1999
    • 9 replies
    • 2k views
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    • Guest
    • April 13, 1999

13. Timing of payments

    By Guest Brownek, April 8, 1999
    • 1 reply
    • 1.4k views
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    • david rigby
    • April 9, 1999

14. Section 415(b)(2)(C) adjustment for retirement age <62

    By Guest Michael Spaid, April 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 7, 1999

15. Reasonableness of Mortality Assumptions

    By Guest mbklein, April 6, 1999
    • 1 reply
    • 1.8k views
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    • david rigby
    • April 7, 1999

16. Statistics on Defined Benefit Plans by Industry

    By Guest kp, January 14, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 5, 1999

17. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

    By jlf, April 1, 1999
    • 0 replies
    • 1.4k views
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    • jlf
    • April 1, 1999

18. 1963 Buck Mortality Table

    By Guest mbklein, March 31, 1999
    • 0 replies
    • 2.2k views
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    • Guest
    • March 31, 1999

19. RPA Amendments - Gaat Legislation 1994

    By Guest jhengle, March 27, 1999
    • 1 reply
    • 1.6k views
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    • david rigby
    • March 29, 1999

20. Definition of "average annual compensation" under 29 USC 105

    By Guest Peter Henner, March 21, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 23, 1999

21. GATT Lookback?

    By David, March 17, 1999
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • March 22, 1999

22. Acturial Fee's?

    By Guest Garry, March 15, 1999
    • 2 replies
    • 1.8k views
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    • Lorraine Dorsa
    • March 16, 1999

23. Combined DB/DC & 404 Deduction

    By Guest cngriffin, March 10, 1999
    • 3 replies
    • 2k views
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    • david rigby
    • March 12, 1999

24. Plans of Controlled Groups of Corporations

    By Hoard1, March 11, 1999
    • 0 replies
    • 1.4k views
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    • Hoard1
    • March 11, 1999

25. Early retirement plans and the ADEA/OWBPA

    By Guest Sheila Williams, March 10, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 11, 1999

26. 415(e) Test and New Plan

    By Guest Keith N, March 4, 1999
    • 5 replies
    • 2.1k views
    • 
    • mwyatt
    • March 10, 1999

27. Terminated DB Plan

    By Lorraine Dorsa, February 16, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 6, 1999

28. Asset reversion and surplus assets

    By Gary, February 16, 1999
    • 1 reply
    • 1.8k views
    • 
    • Lorraine Dorsa
    • March 5, 1999

29. Law Governing Pre-ERISA Pension Plans

    By Guest micriv, February 22, 1999
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • March 4, 1999

30. Timing of distribution notice

    By Guest ChuckLakeshore, February 27, 1999
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • March 2, 1999

31. Claim of pension benefit

    By Gary, March 1, 1999
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • March 1, 1999

32. Cash Balance Plan Conversion Assumptions

    By Gary, March 1, 1999
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • March 1, 1999

33. questions regarding defined benefits for a company

    By Guest MaryMary, February 24, 1999
    • 4 replies
    • 2k views
    • 
    • Larry M
    • February 26, 1999

34. Mortality table

    By Gary, February 25, 1999
    • 2 replies
    • 2.5k views
    • 
    • Gary
    • February 25, 1999

35. determination of an annual interest rate

    By Gary, February 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • February 25, 1999

36. QDROs and IRC 415

    By richard, February 20, 1999
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • February 24, 1999

37. Interpretaion of a plan amendment

    By Gary, February 20, 1999
    • 3 replies
    • 1.6k views
    • 
    • Wessex
    • February 22, 1999

38. PBGC premium with a minimum benefit

    By david rigby, February 19, 1999
    • 0 replies
    • 1.5k views
    • 
    • david rigby
    • February 19, 1999

39. Comparability Review, where to start?

    By Guest Hoard, February 6, 1999
    • 11 replies
    • 1.8k views
    • 
    • Hoard1
    • February 16, 1999

40. Review of federal pension plan benefits

    By Gary, February 16, 1999
    • 0 replies
    • 1.6k views
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    • Gary
    • February 16, 1999

41. Contributory DB Plans -- Pre-tax Contributions Allowed?

    By davef, January 21, 1999
    • 4 replies
    • 1.9k views
    • 
    • Gary
    • February 16, 1999

42. Review of pension

    By Gary, February 5, 1999
    • 5 replies
    • 1.8k views
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    • david rigby
    • February 8, 1999

43. 401(a)(26)

    By nancy, January 26, 1999
    • 3 replies
    • 2k views
    • 
    • david rigby
    • February 5, 1999

44. Aggregate Method and FFL Amortization Bases

    By Chester, November 13, 1998
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • February 2, 1999

45. COL percentage history for 415 dollar limit.

    By Guest WareJK, January 24, 1999
    • 2 replies
    • 2k views
    • 
    • david rigby
    • January 30, 1999

46. Defined Benefit/Money Purchase combo

    By Lynn Campbell, January 20, 1999
    • 1 reply
    • 1.8k views
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    • Lorraine Dorsa
    • January 20, 1999

47. conversion to cash balance plan

    By Guest jyates, January 19, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 19, 1999

48. cash balance plans & reversions

    By Guest MMBest, January 14, 1999
    • 6 replies
    • 2.8k views
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    • richard
    • January 16, 1999

49. Elective Transfers from Terminated Plan

    By Guest RARogers, January 12, 1999
    • 7 replies
    • 3k views
    • 
    • david rigby
    • January 16, 1999

50. Early Retirement

    By Alonzo, January 5, 1999
    • 2 replies
    • 2k views
    • 
    • david rigby
    • January 6, 1999