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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Pensioner rights to plan documents

    By Gary,
    • 1 reply
    • 2.1k views

  2. Lump sum distributions.

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

  3. Extended Wear Away Benefit Calc

    By Guest kp,
    • 1 reply
    • 3.6k views

  4. PBGC rates

    By Gary,
    • 2 replies
    • 2.1k views

  5. "1.0 rule" -- effect of QDRO

    By Guest John Nelson,
    • 2 replies
    • 2.3k views
    • Guest
    • Guest

  6. EA Continuing Education - Renewal Forms

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

  7. Reasonable Actuarial Assumptions

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

  8. the Year 2000 problem and DB plans

    By Guest glevins1,
    • 1 reply
    • 2.1k views

  9. "Exotic" DB Investments

    By richard,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  10. IRS Mortality Table

    By Gary,
    • 2 replies
    • 3.4k views

  11. "Unterminating" a Plan

    By Scott,
    • 2 replies
    • 4.2k views

  12. IRC 1.411(b)-2

    By Guest Janet,
    • 1 reply
    • 3.1k views

  13. Funding of plans with Insurance

    By Gary,
    • 3 replies
    • 2.5k views

  14. Plan Implementation

    By Gary,
    • 3 replies
    • 2.2k views

  15. Plan Actuarial Equivalence

    By Gary,
    • 3 replies
    • 2.4k views
    • Guest
    • Guest

  16. Benefit Accruals

    By Gary,
    • 2 replies
    • 2.3k views

  17. Leased EE's - HCE definition

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

  18. Benefit Entitlement

    By Gary,
    • 2 replies
    • 3.1k views

  19. Deductible cont in under funded plan

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

  20. LTD Benefits/Continued Accrual/Cutback

    By Guest jgferrei,
    • 1 reply
    • 2.3k views

  21. accounting for cash balance plans

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

  22. Phased Retirement

    By Guest Peter,
    • 0 replies
    • 2.2k views
    • Guest
    • Guest

  23. missed contributions

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

  24. Corporate merger and employer stock

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

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

    By richard,
    • 1 reply
    • 3.2k views

  26. Restricted Benefits

    By Chester,
    • 0 replies
    • 2.2k views

  27. Minimum Required Distribution Option

    By jlf,
    • 0 replies
    • 2.2k views
    • jlf
    • jlf

  28. plan adminstrator

    By Guest pic,
    • 0 replies
    • 2.2k views
    • Guest
    • Guest

  29. plan adminstrators

    By Guest pic,
    • 0 replies
    • 2.2k views
    • Guest
    • Guest

  30. lump sum distributions

    By Gary,
    • 7 replies
    • 3.4k views

  31. Planning for over-funded DB plan

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

  32. plan design

    By Gary,
    • 1 reply
    • 2.4k views

  33. GATT mortality table

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

  34. social security calculations

    By Gary,
    • 0 replies
    • 2.4k views

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

    By Lorraine Dorsa,
    • 3 replies
    • 2.7k views

  36. Post age 65 accruals

    By Gary,
    • 3 replies
    • 3k views

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

    By richard,
    • 1 reply
    • 3.5k views

  38. Additional Benefits Due

    By richard,
    • 3 replies
    • 2.9k views

  39. Divorce Calculations

    By Guest BPS,
    • 1 reply
    • 2.9k views

  40. Surety Bond For Restricted HCE

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

  41. fractional accrual rule

    By david rigby,
    • 10 replies
    • 7.9k views
    • Guest
    • Guest

  42. JNJ Stocks & 401K

    By Guest rpescev,
    • 1 reply
    • 3.1k views

  43. Hybrid DB/DC Plan

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

  44. partial plan termination???

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

  45. Post-retirement incidental death benefit

    By Guest Edward McElroy,
    • 2 replies
    • 3.5k views

  46. Joint vs individual DB annuities -- actuarial adjustments

    By Guest brown,
    • 5 replies
    • 4.2k views

  47. Minimum coverage - some employees covered by Davis-Bacon Act already

    By Guest zimmer,
    • 5 replies
    • 3.6k views

  48. Multiple pension plans

    By richard,
    • 2 replies
    • 3.6k views

  49. Lump Sum Equivalent Benefits

    By Guest lifeweb,
    • 2 replies
    • 2.9k views

  50. Family Aggregation retro repeal

    By Guest Keith N,
    • 1 reply
    • 2.8k views
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