Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. Lump sum distributions.

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

2. Listing of DB Pension Plan Sponsors

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

3. PBGC rates

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

4. Does this post-age-65 accrual formula seem legal to you?

   By Gary, December 12, 1998
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • July 31, 2000

5. "1.0 rule" -- effect of QDRO

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

6. ee contribs = help!

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

7. Reasonable Actuarial Assumptions

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

8. EA Continuing Education - Renewal Forms

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

9. the Year 2000 problem and DB plans

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

10. 417(e) interest rates

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

11. "Unterminating" a Plan

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

12. Leased EE's - HCE definition

    By Guest Keith N, December 1, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 1, 1998

13. Funding of plans with Insurance

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

14. Plan Implementation

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

15. IRS Mortality Table

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

16. Plan Actuarial Equivalence

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

17. Benefit Accruals

    By Gary, December 1, 1998
    • 2 replies
    • 2.1k views
    • 
    • Chester
    • December 1, 1998

18. "Exotic" DB Investments

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

19. Benefit Entitlement

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

20. Deductible cont in under funded plan

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

21. LTD Benefits/Continued Accrual/Cutback

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

22. IRC 1.411(b)-2

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

23. Annuity calculator

    By Guest JohnB10, November 19, 1998
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 28, 1999

24. accounting for cash balance plans

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

25. Phased Retirement

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

26. Aggregate Method and FFL Amortization Bases

    By Chester, November 13, 1998
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • February 2, 1999

27. Corporate merger and employer stock

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

28. missed contributions

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

29. 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

30. Restricted Benefits

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

31. Minimum Required Distribution Option

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

32. plan adminstrator

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

33. plan adminstrators

    By Guest pic, November 6, 1998
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 6, 1998

34. social security calculations

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

35. lump sum distributions

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

36. GATT mortality table

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

37. plan design

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

38. Planning for over-funded DB plan

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

39. 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

40. Post age 65 accruals

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

41. Additional Benefits Due

    By richard, October 17, 1998
    • 3 replies
    • 2.7k views
    • 
    • Lorraine Dorsa
    • October 21, 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. Surety Bond For Restricted HCE

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

44. Hybrid DB/DC Plan

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

45. fractional accrual rule

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

46. partial plan termination???

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

47. JNJ Stocks & 401K

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

48. Post-retirement incidental death benefit

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

49. Divorce Calculations

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

50. Joint vs individual DB annuities -- actuarial adjustments

    By Guest brown, September 21, 1998
    • 5 replies
    • 3.9k views
    • 
    • Larry M
    • September 23, 1998