Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Early Retirement

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

2. ee contribs = help!

   By Guest David Lipkin, December 10, 1998
   • 4 replies
   • 1.8k views
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   • richard
   • December 30, 1998

3. Tax Deductibility = "Fast"?

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

4. 417(e) interest rates

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

5. Listing of DB Pension Plan Sponsors

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

6. Pensioner rights to plan documents

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

7. Lump sum distributions.

   By Guest Thornton, December 15, 1998
   • 2 replies
   • 2.1k views
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   • Guest
   • December 17, 1998

8. Extended Wear Away Benefit Calc

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

9. PBGC rates

   By Gary, December 12, 1998
   • 2 replies
   • 1.9k views
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   • david rigby
   • December 14, 1998

10. "1.0 rule" -- effect of QDRO

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

11. EA Continuing Education - Renewal Forms

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

12. Reasonable Actuarial Assumptions

    By Guest Edward McElroy, December 9, 1998
    • 2 replies
    • 2.4k views
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    • Lorraine Dorsa
    • December 10, 1998

13. the Year 2000 problem and DB plans

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

14. "Exotic" DB Investments

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

15. IRS Mortality Table

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

16. "Unterminating" a Plan

    By Scott, December 1, 1998
    • 2 replies
    • 4k views
    • 
    • david rigby
    • December 3, 1998

17. IRC 1.411(b)-2

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

18. Funding of plans with Insurance

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

19. Plan Implementation

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

20. Plan Actuarial Equivalence

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

21. Benefit Accruals

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

22. Leased EE's - HCE definition

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

23. Benefit Entitlement

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

24. Deductible cont in under funded plan

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

25. LTD Benefits/Continued Accrual/Cutback

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

26. accounting for cash balance plans

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

27. Phased Retirement

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

28. missed contributions

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

29. Corporate merger and employer stock

    By Guest PWBAer, November 13, 1998
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 13, 1998

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

    By richard, November 11, 1998
    • 1 reply
    • 3k views
    • 
    • Alonzo
    • November 11, 1998

31. Restricted Benefits

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

32. Minimum Required Distribution Option

    By jlf, November 6, 1998
    • 0 replies
    • 2k views
    • 
    • jlf
    • November 6, 1998

33. plan adminstrator

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

34. plan adminstrators

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

35. lump sum distributions

    By Gary, November 4, 1998
    • 7 replies
    • 3.1k views
    • 
    • Gary
    • November 6, 1998

36. Planning for over-funded DB plan

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

37. plan design

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

38. GATT mortality table

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

39. social security calculations

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

40. Rev Ruling 98-1 re 415 limits after GATT & SBJPA

    By Lorraine Dorsa, October 30, 1998
    • 3 replies
    • 2.5k views
    • 
    • Lorraine Dorsa
    • November 4, 1998

41. Post age 65 accruals

    By Gary, October 23, 1998
    • 3 replies
    • 2.8k views
    • 
    • Alonzo
    • October 28, 1998

42. Pension Plan based on W-2 income instead of K-1 profits

    By richard, October 16, 1998
    • 1 reply
    • 3.3k views
    • 
    • Lorraine Dorsa
    • October 21, 1998

43. Additional Benefits Due

    By richard, October 17, 1998
    • 3 replies
    • 2.7k views
    • 
    • Lorraine Dorsa
    • October 21, 1998

44. Divorce Calculations

    By Guest BPS, September 24, 1998
    • 1 reply
    • 2.8k views
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    • david rigby
    • October 14, 1998

45. Surety Bond For Restricted HCE

    By Guest Greg, October 13, 1998
    • 0 replies
    • 2.5k views
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    • Guest
    • October 13, 1998

46. fractional accrual rule

    By david rigby, October 3, 1998
    • 10 replies
    • 7k views
    • 
    • Guest
    • October 12, 1998

47. JNJ Stocks & 401K

    By Guest rpescev, September 30, 1998
    • 1 reply
    • 2.9k views
    • 
    • Lorraine Dorsa
    • October 9, 1998

48. Hybrid DB/DC Plan

    By Guest JJacobson, October 9, 1998
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • October 9, 1998

49. partial plan termination???

    By Guest Dan Shea, October 2, 1998
    • 2 replies
    • 3k views
    • 
    • david rigby
    • October 3, 1998

50. Post-retirement incidental death benefit

    By Guest Edward McElroy, September 28, 1998
    • 2 replies
    • 3.4k views
    • 
    • Alonzo
    • September 29, 1998