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Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

  1. Elective Transfers from Terminated Plan

    By Guest RARogers,
    • 7 replies
    • 3.5k views

  2. Early Retirement

    By Alonzo,
    • 2 replies
    • 2.2k views

  3. ee contribs = help!

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

  4. Tax Deductibility = "Fast"?

    By Guest David Lipkin,
    • 2 replies
    • 2.2k views

  5. 417(e) interest rates

    By Gary,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  6. Listing of DB Pension Plan Sponsors

    By Gary,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  7. Pensioner rights to plan documents

    By Gary,
    • 1 reply
    • 2.2k views

  8. Lump sum distributions.

    By Guest Thornton,
    • 2 replies
    • 2.3k views
    • Guest
    • Guest

  9. Extended Wear Away Benefit Calc

    By Guest kp,
    • 1 reply
    • 3.6k views

  10. PBGC rates

    By Gary,
    • 2 replies
    • 2.1k views

  11. "1.0 rule" -- effect of QDRO

    By Guest John Nelson,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  12. EA Continuing Education - Renewal Forms

    By mwyatt,
    • 3 replies
    • 2.5k views
    • Guest
    • Guest

  13. Reasonable Actuarial Assumptions

    By Guest Edward McElroy,
    • 2 replies
    • 2.6k views

  14. the Year 2000 problem and DB plans

    By Guest glevins1,
    • 1 reply
    • 2.2k views

  15. "Exotic" DB Investments

    By richard,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  16. IRS Mortality Table

    By Gary,
    • 2 replies
    • 3.5k views

  17. "Unterminating" a Plan

    By Scott,
    • 2 replies
    • 4.3k views

  18. IRC 1.411(b)-2

    By Guest Janet,
    • 1 reply
    • 3.2k views

  19. Funding of plans with Insurance

    By Gary,
    • 3 replies
    • 2.5k views

  20. Plan Implementation

    By Gary,
    • 3 replies
    • 2.2k views

  21. Plan Actuarial Equivalence

    By Gary,
    • 3 replies
    • 2.5k views
    • Guest
    • Guest

  22. Benefit Accruals

    By Gary,
    • 2 replies
    • 2.4k views

  23. Leased EE's - HCE definition

    By Guest Keith N,
    • 0 replies
    • 2.4k views
    • Guest
    • Guest

  24. Benefit Entitlement

    By Gary,
    • 2 replies
    • 3.2k views

  25. Deductible cont in under funded plan

    By Guest Ken Newhouse,
    • 1 reply
    • 2.2k views

  26. LTD Benefits/Continued Accrual/Cutback

    By Guest jgferrei,
    • 1 reply
    • 2.3k views

  27. accounting for cash balance plans

    By Guest Paul Miller,
    • 1 reply
    • 2.7k views

  28. Phased Retirement

    By Guest Peter,
    • 0 replies
    • 2.3k views
    • Guest
    • Guest

  29. missed contributions

    By Guest Ray Goetz,
    • 4 replies
    • 3.1k views

  30. Corporate merger and employer stock

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

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

    By richard,
    • 1 reply
    • 3.3k views

  32. Restricted Benefits

    By Chester,
    • 0 replies
    • 2.2k views

  33. Minimum Required Distribution Option

    By jlf,
    • 0 replies
    • 2.3k views
    • jlf
    • jlf

  34. plan adminstrator

    By Guest pic,
    • 0 replies
    • 2.3k views
    • Guest
    • Guest

  35. plan adminstrators

    By Guest pic,
    • 0 replies
    • 2.3k views
    • Guest
    • Guest

  36. lump sum distributions

    By Gary,
    • 7 replies
    • 3.5k views

  37. Planning for over-funded DB plan

    By Guest Doug Johnston,
    • 3 replies
    • 2.8k views

  38. plan design

    By Gary,
    • 1 reply
    • 2.5k views

  39. GATT mortality table

    By Gary,
    • 1 reply
    • 4.9k views
    • Guest
    • Guest

  40. social security calculations

    By Gary,
    • 0 replies
    • 2.5k views

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

    By Lorraine Dorsa,
    • 3 replies
    • 2.7k views

  42. Post age 65 accruals

    By Gary,
    • 3 replies
    • 3k views

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

    By richard,
    • 1 reply
    • 3.5k views

  44. Additional Benefits Due

    By richard,
    • 3 replies
    • 2.9k views

  45. Divorce Calculations

    By Guest BPS,
    • 1 reply
    • 3k views

  46. Surety Bond For Restricted HCE

    By Guest Greg,
    • 0 replies
    • 2.6k views
    • Guest
    • Guest

  47. fractional accrual rule

    By david rigby,
    • 10 replies
    • 8k views
    • Guest
    • Guest

  48. JNJ Stocks & 401K

    By Guest rpescev,
    • 1 reply
    • 3.2k views

  49. Hybrid DB/DC Plan

    By Guest JJacobson,
    • 0 replies
    • 3.1k views
    • Guest
    • Guest

  50. partial plan termination???

    By Guest Dan Shea,
    • 2 replies
    • 3.1k views
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