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Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

  1. ee contribs = help!

    By Guest David Lipkin,
    • 4 replies
    • 1.8k views

  2. Tax Deductibility = "Fast"?

    By Guest David Lipkin,
    • 2 replies
    • 1.9k views

  3. 417(e) interest rates

    By Gary,
    • 2 replies
    • 2.6k views
    • Guest
    • Guest

  4. Listing of DB Pension Plan Sponsors

    By Gary,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  5. Pensioner rights to plan documents

    By Gary,
    • 1 reply
    • 2k views

  6. Lump sum distributions.

    By Guest Thornton,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  7. Extended Wear Away Benefit Calc

    By Guest kp,
    • 1 reply
    • 3.4k views

  8. PBGC rates

    By Gary,
    • 2 replies
    • 1.9k views

  9. "1.0 rule" -- effect of QDRO

    By Guest John Nelson,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  10. EA Continuing Education - Renewal Forms

    By mwyatt,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  11. Reasonable Actuarial Assumptions

    By Guest Edward McElroy,
    • 2 replies
    • 2.4k views

  12. the Year 2000 problem and DB plans

    By Guest glevins1,
    • 1 reply
    • 2k views

  13. "Exotic" DB Investments

    By richard,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  14. IRS Mortality Table

    By Gary,
    • 2 replies
    • 3.2k views

  15. "Unterminating" a Plan

    By Scott,
    • 2 replies
    • 4k views

  16. IRC 1.411(b)-2

    By Guest Janet,
    • 1 reply
    • 3k views

  17. Funding of plans with Insurance

    By Gary,
    • 3 replies
    • 2.3k views

  18. Plan Implementation

    By Gary,
    • 3 replies
    • 2k views

  19. Plan Actuarial Equivalence

    By Gary,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  20. Benefit Accruals

    By Gary,
    • 2 replies
    • 2.1k views

  21. Leased EE's - HCE definition

    By Guest Keith N,
    • 0 replies
    • 2.2k views
    • Guest
    • Guest

  22. Benefit Entitlement

    By Gary,
    • 2 replies
    • 2.8k views

  23. Deductible cont in under funded plan

    By Guest Ken Newhouse,
    • 1 reply
    • 2.1k views

  24. LTD Benefits/Continued Accrual/Cutback

    By Guest jgferrei,
    • 1 reply
    • 2.2k views

  25. accounting for cash balance plans

    By Guest Paul Miller,
    • 1 reply
    • 2.6k views

  26. Phased Retirement

    By Guest Peter,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  27. missed contributions

    By Guest Ray Goetz,
    • 4 replies
    • 2.9k views

  28. Corporate merger and employer stock

    By Guest PWBAer,
    • 0 replies
    • 2k views
    • Guest
    • Guest

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

    By richard,
    • 1 reply
    • 3k views

  30. Restricted Benefits

    By Chester,
    • 0 replies
    • 2.1k views

  31. Minimum Required Distribution Option

    By jlf,
    • 0 replies
    • 2k views
    • jlf
    • jlf

  32. plan adminstrator

    By Guest pic,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  33. plan adminstrators

    By Guest pic,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  34. lump sum distributions

    By Gary,
    • 7 replies
    • 3.1k views

  35. Planning for over-funded DB plan

    By Guest Doug Johnston,
    • 3 replies
    • 2.6k views

  36. plan design

    By Gary,
    • 1 reply
    • 2.3k views

  37. GATT mortality table

    By Gary,
    • 1 reply
    • 4.8k views
    • Guest
    • Guest

  38. social security calculations

    By Gary,
    • 0 replies
    • 2.3k views

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

    By Lorraine Dorsa,
    • 3 replies
    • 2.5k views

  40. Post age 65 accruals

    By Gary,
    • 3 replies
    • 2.8k views

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

    By richard,
    • 1 reply
    • 3.3k views

  42. Additional Benefits Due

    By richard,
    • 3 replies
    • 2.7k views

  43. Divorce Calculations

    By Guest BPS,
    • 1 reply
    • 2.8k views

  44. Surety Bond For Restricted HCE

    By Guest Greg,
    • 0 replies
    • 2.5k views
    • Guest
    • Guest

  45. fractional accrual rule

    By david rigby,
    • 10 replies
    • 7k views
    • Guest
    • Guest

  46. JNJ Stocks & 401K

    By Guest rpescev,
    • 1 reply
    • 2.9k views

  47. Hybrid DB/DC Plan

    By Guest JJacobson,
    • 0 replies
    • 2.9k views
    • Guest
    • Guest

  48. partial plan termination???

    By Guest Dan Shea,
    • 2 replies
    • 3k views

  49. Post-retirement incidental death benefit

    By Guest Edward McElroy,
    • 2 replies
    • 3.4k views

  50. Joint vs individual DB annuities -- actuarial adjustments

    By Guest brown,
    • 5 replies
    • 3.9k views
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