Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

1. 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

2. CASH BALANCE PLANS

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

3. OBRA bases after 1998

   By Guest Trapatsos, September 3, 1999
   • 0 replies
   • 1.7k views
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   • Guest
   • September 3, 1999

4. AP Article on Cash Balance plans

   By Guest GregSelf, September 2, 1999
   • 0 replies
   • 1.6k views
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   • Guest
   • September 2, 1999

5. Segregated Accounts in DB Plan

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

6. GATT Amendment for Terminating Plan

   By Guest FredReilly, August 24, 1999
   • 0 replies
   • 1.7k views
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   • Guest
   • August 24, 1999

7. Closing a DB Plan

   By Hoard1, August 5, 1999
   • 7 replies
   • 3.4k views
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   • Hoard1
   • August 23, 1999

8. locating former employee of pension plan

   By Gary, August 20, 1999
   • 3 replies
   • 2k views
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   • david rigby
   • August 21, 1999

9. Gerstner Speaks (IBM)

   By Guest Rmontefu, August 21, 1999
   • 0 replies
   • 1.6k views
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   • Guest
   • August 21, 1999

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

    By Guest Beth N, August 17, 1999
    • 2 replies
    • 1.9k views
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    • Gary
    • August 20, 1999

11. statute of limitations

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

12. Reversion????

    By Guest, August 16, 1999
    • 1 reply
    • 1.9k views
    • 
    • Lorraine Dorsa
    • August 20, 1999

13. GATT lump sum transition

    By Gary, August 20, 1999
    • 0 replies
    • 1.7k views
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    • Gary
    • August 20, 1999

14. Interpretation of Plan document definition

    By Gary, August 17, 1999
    • 3 replies
    • 2.2k views
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    • david rigby
    • August 18, 1999

15. Acquiring overfunded DB plan

    By Guest pma, August 12, 1999
    • 3 replies
    • 1.7k views
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    • Wessex
    • August 16, 1999

16. over age 65 accruals

    By Gary, August 16, 1999
    • 1 reply
    • 1.9k views
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    • david rigby
    • August 16, 1999

17. $160,000 Compensation Limit for DB Plans

    By Guest Elaine Levin, August 16, 1999
    • 1 reply
    • 1.8k views
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    • Lorraine Dorsa
    • August 16, 1999

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

    By Guest jdw, August 11, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • August 16, 1999

19. 412(i) plans

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

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

    By Guest beth beaube, July 19, 1999
    • 11 replies
    • 3.1k views
    • 
    • Guest
    • July 30, 1999

21. Personal Taxes Owed on Excess Reversion from Pension Plan

    By Guest Brenda RSM, July 27, 1999
    • 1 reply
    • 2.2k views
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    • mwyatt
    • July 29, 1999

22. Lump sum 411 protected benefits

    By Gary, July 29, 1999
    • 0 replies
    • 1.8k views
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    • Gary
    • July 29, 1999

23. Locating Vested Former Employees

    By Guest David M, July 27, 1999
    • 3 replies
    • 2k views
    • 
    • david rigby
    • July 28, 1999

24. 25% deduction limit - DB & DC combination

    By richard, July 27, 1999
    • 1 reply
    • 2.2k views
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    • Guest
    • July 27, 1999

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

    By richard, July 27, 1999
    • 0 replies
    • 1.7k views
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    • richard
    • July 27, 1999

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

    By Guest Gibson, July 18, 1999
    • 5 replies
    • 2.4k views
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    • david rigby
    • July 26, 1999

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

    By richard, July 23, 1999
    • 0 replies
    • 1.8k views
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    • richard
    • July 23, 1999

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

    By Guest beth beaube, July 19, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • July 19, 1999

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

    By Guest dave_lovelace, July 18, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 18, 1999

30. underpayment of lump sum

    By Gary, July 13, 1999
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • July 14, 1999

31. GATT vs PBGC rates

    By Guest debbiejim, July 14, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • July 14, 1999

32. Agreement with PBGC to Appoint PBGC as Trustee

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

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

    By Guest Charlie Stevens, July 10, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • July 10, 1999

34. Interest Rate Locator

    By Hoard1, July 1, 1999
    • 4 replies
    • 1.8k views
    • 
    • Larry M
    • July 9, 1999

35. Loans/Deemed Distributions

    By Christine Roberts, June 30, 1999
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • June 30, 1999

36. What is a "cash-balance plan?

    By Guest kdickel, June 17, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • June 30, 1999

37. Funding Terminated Plan

    By Hoard1, June 25, 1999
    • 2 replies
    • 1.7k views
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    • david rigby
    • June 29, 1999

38. Annuity calculator

    By Guest JohnB10, November 19, 1998
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • June 28, 1999

39. Funding of Cash Balance Plans

    By Gary, June 24, 1999
    • 3 replies
    • 2.2k views
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    • Gary
    • June 25, 1999

40. PBGC or GATT

    By Guest newburgh, June 23, 1999
    • 1 reply
    • 2k views
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    • Guest
    • June 25, 1999

41. Cash Balance question for Richard

    By Gary, June 16, 1999
    • 1 reply
    • 2.4k views
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    • richard
    • June 21, 1999

42. Memphis IRS rejecting "99" EA prefix

    By mwyatt, June 17, 1999
    • 1 reply
    • 1.9k views
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    • david rigby
    • June 18, 1999

43. Opening balance in cash balance plan

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

44. Accrued Benefit in Cash Balance Plan

    By Gary, June 16, 1999
    • 0 replies
    • 1.7k views
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    • Gary
    • June 16, 1999

45. Choice to Convert DB Plan

    By Guest pep, June 14, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 14, 1999

46. Method for calculating lump sums

    By Guest Andy, June 10, 1999
    • 4 replies
    • 2.6k views
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    • david rigby
    • June 12, 1999

47. Seeking Good Definition of Disability for DB PLan

    By Guest Jim Edens, May 28, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 12, 1999

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

    By Guest SSCARO, June 10, 1999
    • 2 replies
    • 2.4k views
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    • david rigby
    • June 11, 1999

49. Discontinuing a Pension Plan

    By Guest FL GRRL, June 11, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • June 11, 1999

50. In-kind contribution to DB plan

    By Guest Michael Spaid, May 19, 1999
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • June 9, 1999