Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. Acturial Fee's?

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

2. Combined DB/DC & 404 Deduction

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

3. Plans of Controlled Groups of Corporations

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

4. Early retirement plans and the ADEA/OWBPA

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

5. 415(e) Test and New Plan

   By Guest Keith N, March 4, 1999
   • 5 replies
   • 2.2k views
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   • mwyatt
   • March 10, 1999

6. Terminated DB Plan

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

7. Asset reversion and surplus assets

   By Gary, February 16, 1999
   • 1 reply
   • 1.9k views
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   • Lorraine Dorsa
   • March 5, 1999

8. Law Governing Pre-ERISA Pension Plans

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

9. Timing of distribution notice

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

10. Claim of pension benefit

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

11. Cash Balance Plan Conversion Assumptions

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

12. questions regarding defined benefits for a company

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

13. Mortality table

    By Gary, February 25, 1999
    • 2 replies
    • 2.6k views
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    • Gary
    • February 25, 1999

14. determination of an annual interest rate

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

15. QDROs and IRC 415

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

16. Interpretaion of a plan amendment

    By Gary, February 20, 1999
    • 3 replies
    • 1.7k views
    • 
    • Wessex
    • February 22, 1999

17. PBGC premium with a minimum benefit

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

18. Comparability Review, where to start?

    By Guest Hoard, February 6, 1999
    • 11 replies
    • 1.9k views
    • 
    • Hoard1
    • February 16, 1999

19. Review of federal pension plan benefits

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

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

    By davef, January 21, 1999
    • 4 replies
    • 2k views
    • 
    • Gary
    • February 16, 1999

21. Review of pension

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

22. 401(a)(26)

    By nancy, January 26, 1999
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • February 5, 1999

23. Aggregate Method and FFL Amortization Bases

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

24. COL percentage history for 415 dollar limit.

    By Guest WareJK, January 24, 1999
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • January 30, 1999

25. Defined Benefit/Money Purchase combo

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

26. conversion to cash balance plan

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

27. cash balance plans & reversions

    By Guest MMBest, January 14, 1999
    • 6 replies
    • 3k views
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    • richard
    • January 16, 1999

28. Elective Transfers from Terminated Plan

    By Guest RARogers, January 12, 1999
    • 7 replies
    • 3.1k views
    • 
    • david rigby
    • January 16, 1999

29. Early Retirement

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

30. ee contribs = help!

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

31. Tax Deductibility = "Fast"?

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

32. 417(e) interest rates

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

33. Listing of DB Pension Plan Sponsors

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

34. Pensioner rights to plan documents

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

35. Lump sum distributions.

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

36. Extended Wear Away Benefit Calc

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

37. PBGC rates

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

38. "1.0 rule" -- effect of QDRO

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

39. EA Continuing Education - Renewal Forms

    By mwyatt, December 7, 1998
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • December 10, 1998

40. Reasonable Actuarial Assumptions

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

41. the Year 2000 problem and DB plans

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

42. "Exotic" DB Investments

    By richard, November 26, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 5, 1998

43. IRS Mortality Table

    By Gary, December 1, 1998
    • 2 replies
    • 3.3k views
    • 
    • david rigby
    • December 3, 1998

44. "Unterminating" a Plan

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

45. IRC 1.411(b)-2

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

46. Funding of plans with Insurance

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

47. Plan Implementation

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

48. Plan Actuarial Equivalence

    By Gary, December 1, 1998
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • December 1, 1998

49. Benefit Accruals

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

50. Leased EE's - HCE definition

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