Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Cash Balance Top Heavy Plan

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

2. Top Heavy Minimum-2 plans

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

3. Controlled Groups

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

4. Sponsor out of business-second request

   By Guest art, April 29, 1999
   • 5 replies
   • 1.8k views
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   • Guest
   • May 22, 1999

5. Cash Balance Plans & IBM

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

6. Court case on 417(e) calculations

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

7. 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

8. 415(e)

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

9. unit credit plan accruals

   By Gary, May 4, 1999
   • 1 reply
   • 1.6k views
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   • David
   • May 5, 1999

10. 1000 hour rule

    By Gary, April 29, 1999
    • 7 replies
    • 2.9k views
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    • Guest
    • May 4, 1999

11. 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

12. DB surviving spouse annuity - help!

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

13. QPSA and Pre-35 Separations

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

14. Defined Benefit Plan - sponsor out of business.

    By Guest art, April 28, 1999
    • 1 reply
    • 1.4k views
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    • david rigby
    • April 29, 1999

15. What is a "contributory defined benefit plan"

    By Guest Ronald, April 28, 1999
    • 1 reply
    • 3k views
    • 
    • david rigby
    • April 29, 1999

16. 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

17. 5500 filing deadline - short plan year

    By richard, April 27, 1999
    • 1 reply
    • 2.9k views
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    • mwyatt
    • April 27, 1999

18. 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

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

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

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

    By Guest Edward McElroy, April 13, 1999
    • 2 replies
    • 1.6k views
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    • M R Bernardin
    • April 23, 1999

21. Cash Balance & Pension Equity Plans

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

22. Gender-neutral actuarial equivalence

    By richard, April 22, 1999
    • 0 replies
    • 1.7k views
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    • richard
    • April 22, 1999

23. 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

24. 415(b)(2)(C) or (F) for retiree with tax-exempt and for-profit affilia

    By Guest tom h, April 17, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • April 17, 1999

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

    By Guest gainsbury, April 5, 1999
    • 2 replies
    • 1.8k views
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    • david rigby
    • April 14, 1999

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

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

27. Timing of payments

    By Guest Brownek, April 8, 1999
    • 1 reply
    • 1.5k views
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    • david rigby
    • April 9, 1999

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

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

29. Reasonableness of Mortality Assumptions

    By Guest mbklein, April 6, 1999
    • 1 reply
    • 1.9k views
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    • david rigby
    • April 7, 1999

30. Statistics on Defined Benefit Plans by Industry

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

31. 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

32. 1963 Buck Mortality Table

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

33. 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

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

    By Guest Peter Henner, March 21, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 23, 1999

35. GATT Lookback?

    By David, March 17, 1999
    • 1 reply
    • 2k views
    • 
    • david rigby
    • March 22, 1999

36. Acturial Fee's?

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

37. Combined DB/DC & 404 Deduction

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

38. Plans of Controlled Groups of Corporations

    By Hoard1, March 11, 1999
    • 0 replies
    • 1.5k views
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    • Hoard1
    • March 11, 1999

39. Early retirement plans and the ADEA/OWBPA

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

40. 415(e) Test and New Plan

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

41. Terminated DB Plan

    By Lorraine Dorsa, February 16, 1999
    • 5 replies
    • 1.8k views
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    • Guest
    • March 6, 1999

42. Asset reversion and surplus assets

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

43. Law Governing Pre-ERISA Pension Plans

    By Guest micriv, February 22, 1999
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • March 4, 1999

44. Timing of distribution notice

    By Guest ChuckLakeshore, February 27, 1999
    • 3 replies
    • 1.8k views
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    • david rigby
    • March 2, 1999

45. Claim of pension benefit

    By Gary, March 1, 1999
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • March 1, 1999

46. Cash Balance Plan Conversion Assumptions

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

47. questions regarding defined benefits for a company

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

48. Mortality table

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

49. determination of an annual interest rate

    By Gary, February 25, 1999
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • February 25, 1999

50. QDROs and IRC 415

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