Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Comparability Review, where to start?

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

2. Review of federal pension plan benefits

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

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

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

4. Review of pension

   By Gary, February 5, 1999
   • 5 replies
   • 1.9k views
   • 
   • david rigby
   • February 8, 1999

5. 401(a)(26)

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

6. Aggregate Method and FFL Amortization Bases

   By Chester, November 13, 1998
   • 4 replies
   • 2.2k views
   • 
   • david rigby
   • February 2, 1999

7. COL percentage history for 415 dollar limit.

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

8. Defined Benefit/Money Purchase combo

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

9. conversion to cash balance plan

   By Guest jyates, January 19, 1999
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • January 19, 1999

10. cash balance plans & reversions

    By Guest MMBest, January 14, 1999
    • 6 replies
    • 2.9k views
    • 
    • richard
    • January 16, 1999

11. Elective Transfers from Terminated Plan

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

12. Early Retirement

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

13. ee contribs = help!

    By Guest David Lipkin, December 10, 1998
    • 4 replies
    • 1.9k views
    • 
    • richard
    • December 30, 1998

14. Tax Deductibility = "Fast"?

    By Guest David Lipkin, December 29, 1998
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • December 30, 1998

15. 417(e) interest rates

    By Gary, December 2, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 22, 1998

16. Listing of DB Pension Plan Sponsors

    By Gary, December 13, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 18, 1998

17. Pensioner rights to plan documents

    By Gary, December 17, 1998
    • 1 reply
    • 2k views
    • 
    • david rigby
    • December 18, 1998

18. Lump sum distributions.

    By Guest Thornton, December 15, 1998
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 17, 1998

19. Extended Wear Away Benefit Calc

    By Guest kp, December 15, 1998
    • 1 reply
    • 3.5k views
    • 
    • david rigby
    • December 16, 1998

20. PBGC rates

    By Gary, December 12, 1998
    • 2 replies
    • 2k views
    • 
    • david rigby
    • December 14, 1998

21. "1.0 rule" -- effect of QDRO

    By Guest John Nelson, December 10, 1998
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 11, 1998

22. EA Continuing Education - Renewal Forms

    By mwyatt, December 7, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 10, 1998

23. Reasonable Actuarial Assumptions

    By Guest Edward McElroy, December 9, 1998
    • 2 replies
    • 2.5k views
    • 
    • Lorraine Dorsa
    • December 10, 1998

24. the Year 2000 problem and DB plans

    By Guest glevins1, December 5, 1998
    • 1 reply
    • 2k views
    • 
    • Lorraine Dorsa
    • December 7, 1998

25. "Exotic" DB Investments

    By richard, November 26, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • December 5, 1998

26. IRS Mortality Table

    By Gary, December 1, 1998
    • 2 replies
    • 3.2k views
    • 
    • david rigby
    • December 3, 1998

27. "Unterminating" a Plan

    By Scott, December 1, 1998
    • 2 replies
    • 4.1k views
    • 
    • david rigby
    • December 3, 1998

28. IRC 1.411(b)-2

    By Guest Janet, November 20, 1998
    • 1 reply
    • 3k views
    • 
    • Lorraine Dorsa
    • December 2, 1998

29. Funding of plans with Insurance

    By Gary, December 1, 1998
    • 3 replies
    • 2.3k views
    • 
    • Lorraine Dorsa
    • December 2, 1998

30. Plan Implementation

    By Gary, December 1, 1998
    • 3 replies
    • 2.1k views
    • 
    • Lorraine Dorsa
    • December 2, 1998

31. Plan Actuarial Equivalence

    By Gary, December 1, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 1998

32. Benefit Accruals

    By Gary, December 1, 1998
    • 2 replies
    • 2.2k views
    • 
    • Chester
    • December 1, 1998

33. Leased EE's - HCE definition

    By Guest Keith N, December 1, 1998
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 1998

34. Benefit Entitlement

    By Gary, November 25, 1998
    • 2 replies
    • 2.8k views
    • 
    • david rigby
    • November 25, 1998

35. Deductible cont in under funded plan

    By Guest Ken Newhouse, November 24, 1998
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • November 25, 1998

36. LTD Benefits/Continued Accrual/Cutback

    By Guest jgferrei, November 23, 1998
    • 1 reply
    • 2.2k views
    • 
    • Alonzo
    • November 24, 1998

37. accounting for cash balance plans

    By Guest Paul Miller, November 18, 1998
    • 1 reply
    • 2.6k views
    • 
    • richard
    • November 18, 1998

38. Phased Retirement

    By Guest Peter, November 16, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 16, 1998

39. missed contributions

    By Guest Ray Goetz, November 12, 1998
    • 4 replies
    • 2.9k views
    • 
    • Lorraine Dorsa
    • November 13, 1998

40. Corporate merger and employer stock

    By Guest PWBAer, November 13, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 13, 1998

41. Waiting period for lump sum reduced from 30 days to 7 days

    By richard, November 11, 1998
    • 1 reply
    • 3.1k views
    • 
    • Alonzo
    • November 11, 1998

42. Restricted Benefits

    By Chester, November 9, 1998
    • 0 replies
    • 2.1k views
    • 
    • Chester
    • November 9, 1998

43. Minimum Required Distribution Option

    By jlf, November 6, 1998
    • 0 replies
    • 2.1k views
    • 
    • jlf
    • November 6, 1998

44. plan adminstrator

    By Guest pic, November 6, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 6, 1998

45. plan adminstrators

    By Guest pic, November 6, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 6, 1998

46. lump sum distributions

    By Gary, November 4, 1998
    • 7 replies
    • 3.2k views
    • 
    • Gary
    • November 6, 1998

47. Planning for over-funded DB plan

    By Guest Doug Johnston, November 3, 1998
    • 3 replies
    • 2.6k views
    • 
    • Larry M
    • November 5, 1998

48. plan design

    By Gary, November 4, 1998
    • 1 reply
    • 2.3k views
    • 
    • Lorraine Dorsa
    • November 4, 1998

49. GATT mortality table

    By Gary, November 4, 1998
    • 1 reply
    • 4.8k views
    • 
    • Guest
    • November 4, 1998

50. social security calculations

    By Gary, November 4, 1998
    • 0 replies
    • 2.3k views
    • 
    • Gary
    • November 4, 1998