Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. FAS87 ASC715 discount rates and Moody's Rates 1 2 3 4 6

   By Guest DBtech, January 3, 2005
   • 261 replies
   • 107.3k views
   • 
   • Zach
   • September 4, 2024

2. Need help please 1 2

   By AndyH, August 26, 2008
   • 65 replies
   • 8.9k views
   • 
   • Guest
   • May 15, 2015

3. Frozen Pension Plan 1 2

   By Jim Nichols, May 15, 2017
   • 62 replies
   • 10.1k views
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   • Lou S.
   • August 23, 2017

4. Life Insurance in DB Plan 1 2

   By ac, January 14, 2005
   • 62 replies
   • 10k views
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   • SoCalActuary
   • January 24, 2005

5. Illegal 412(i) Plans

   By Guest FLMaster, March 10, 2006
   • 46 replies
   • 9.1k views
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   • AndyH
   • April 25, 2006

6. Wouldn't PBGC coverage be a good thing for one participant Plans?

   By RayJJohnsonJr, May 4, 2012
   • 45 replies
   • 5.9k views
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   • Guest
   • May 8, 2012

7. Defined Benefit Planning Referral

   By Guest firstq, November 21, 2002
   • 44 replies
   • 6.1k views
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   • Guest
   • January 10, 2003

8. So you say you are an actuary....prove it!

   By Guest dubya, July 9, 2004
   • 44 replies
   • 8k views
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   • SoCalActuary
   • September 12, 2004

9. Cross Tested Hybrid 412(i) Plan

   By AndyH, March 18, 2004
   • 43 replies
   • 6.8k views
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   • AndyH
   • April 30, 2004

10. 404 limit with DB and "frozen" PS

    By Guest penman, November 19, 2004
    • 43 replies
    • 5.4k views
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    • SoCalActuary
    • January 28, 2005

11. What's the size of the PBGC's deficit?

    By Guest Blueglass, December 9, 2003
    • 42 replies
    • 6.9k views
    • 
    • GBurns
    • November 20, 2008

12. PPA 2006 - Combo DB DC Plan Deductions

    By Gary, January 17, 2007
    • 40 replies
    • 6.2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 13, 2007

13. Notice 2015-49

    By Andy the Actuary, July 12, 2015
    • 40 replies
    • 5.3k views
    • 
    • figure 8
    • August 20, 2015

14. To ensure a stream of income to surviving spouses VS Earliest Retirement age

    By Guest angelf, February 3, 2012
    • 39 replies
    • 5.1k views
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    • Mike Preston
    • February 11, 2012

15. madoff

    By goldtpa, December 17, 2008
    • 37 replies
    • 4.8k views
    • 
    • tymesup
    • December 27, 2008

16. Can a traditional defined benefit plan be converted to a 412(i)?

    By Guest picwrc, August 22, 2003
    • 36 replies
    • 7.2k views
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    • Lame Duck
    • February 13, 2004

17. Controlled Group

    By flosfur, September 16, 2004
    • 36 replies
    • 5.6k views
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    • jane123
    • October 12, 2004

18. PPA and Lump sums

    By Guest SVP, October 4, 2007
    • 36 replies
    • 10k views
    • 
    • ak2ary
    • January 11, 2008

19. Participation in DC plan by participant in frozen, overfunded DB plan.

    By Guest Jae, June 20, 2000
    • 35 replies
    • 5.2k views
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    • rcline46
    • August 23, 2002

20. 412(i) plans - the basics

    By Guest seissler, February 21, 2005
    • 34 replies
    • 6.3k views
    • 
    • AndyH
    • April 11, 2005

21. Transition to GATT lump sums

    By nancy, December 29, 1999
    • 34 replies
    • 7.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 7, 2002

22. Benefit already in pay status

    By Belgarath, January 19, 2012
    • 34 replies
    • 7.7k views
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    • jpod
    • January 27, 2012

23. Surviving Spouse?

    By Newbie, August 6, 2018
    • 34 replies
    • 5.4k views
    • 
    • card
    • February 6, 2019

24. Unsettling?

    By joel, March 20, 2002
    • 33 replies
    • 4.8k views
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    • mbozek
    • April 1, 2002

25. Matt Damon - our newest actuary

    By Effen, September 11, 2008
    • 33 replies
    • 6.4k views
    • 
    • Andy the Actuary
    • September 15, 2008

26. 412(i) Plan Audit from Hell (PART 2)

    By RayJJohnsonJr, August 22, 2009
    • 33 replies
    • 4.3k views
    • 
    • Mike Preston
    • January 7, 2010

27. Lump Sum Calculation Sanity Check

    By Andy the Actuary, November 20, 2007
    • 32 replies
    • 6.6k views
    • 
    • tuni88
    • December 1, 2007

28. DB Valuation Software Poll

    By Guest Glen, August 19, 2004
    • 32 replies
    • 15k views
    • 
    • Nola2016
    • March 29, 2016

29. Cash Balance Floor Offset Plans - Fantastic Results?

    By Guest merlin, October 16, 2003
    • 32 replies
    • 7k views
    • 
    • Blinky the 3-eyed Fish
    • January 12, 2004

30. 94 GAR Sex distinct Annuity Purchase Rates

    By No Name, July 10, 2005
    • 32 replies
    • 11.3k views
    • 
    • No Name
    • July 15, 2005

31. Notice 2007-28

    By Penman2006, March 13, 2007
    • 32 replies
    • 8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 23, 2007

32. Vesting upon plan termination

    By Blinky the 3-eyed Fish, August 12, 2004
    • 31 replies
    • 15.9k views
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    • mandiev4
    • December 15, 2015

33. Perspective On Congress Discussing Pension Cutback Legislation

    By Andy the Actuary, December 21, 2014
    • 31 replies
    • 3k views
    • 
    • Effen
    • May 8, 2016

34. My wife and I are thinking about switching to a DB plan. With our ages

    By Guest sampat, January 15, 2001
    • 31 replies
    • 4.1k views
    • 
    • Guest
    • January 23, 2001

35. Unit Accrual vs. Fractional Accrual Formulas

    By Blinky the 3-eyed Fish, April 17, 2003
    • 31 replies
    • 6.5k views
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    • AndyH
    • February 6, 2004

36. 415 Limit

    By emmetttrudy, November 16, 2011
    • 30 replies
    • 7.9k views
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    • Belgarath
    • September 1, 2016

37. S Corp Saving Plan (Q or NQ)

    By HJ, May 22, 2018
    • 30 replies
    • 3.7k views
    • 
    • jpod
    • June 6, 2018

38. DB Offset Plans and the IRS

    By Blinky the 3-eyed Fish, September 27, 2004
    • 30 replies
    • 4.4k views
    • 
    • could be me maybe not
    • January 6, 2005

39. Lump Sum Distribution Slipping into 2005

    By Guest Bob_DB, December 29, 2004
    • 30 replies
    • 5.6k views
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    • Guest
    • January 10, 2005

40. Rev. Rul. 2001-62 - The New Mortality Table for sec. 415 & 417(e)

    By Guest ircreader, October 18, 2002
    • 30 replies
    • 9.5k views
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    • KJohnson
    • November 12, 2002

41. MVAR

    By JAY21, August 11, 2006
    • 30 replies
    • 8.3k views
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    • AndyH
    • August 17, 2007

42. Floor offset - minimum participation

    By tymesup, August 10, 2007
    • 29 replies
    • 5k views
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    • ak2ary
    • August 23, 2007

43. Accrual of Benefits under Elapsed Time

    By CharlesLeggette, May 13, 2016
    • 29 replies
    • 4.9k views
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    • Mike Preston
    • May 20, 2016

44. Path to Enrolled Actuary

    By BG5150, June 12, 2014
    • 29 replies
    • 9.2k views
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    • AndyH
    • January 8, 2021

45. 415 Limit Solutions

    By jim241, March 15, 2018   

    • cash balance
    • 415 limits
    • (and 3 more)

      Tagged with:

      • cash balance
      • 415 limits
      • solutions
      • annuities
      • insurance
    • 29 replies
    • 3.7k views
    • 
    • ERISAAPPLE
    • March 21, 2018

46. Terminating 412i plan - question

    By Guest jc1457, July 16, 2010
    • 28 replies
    • 8.8k views
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    • LRC
    • July 26, 2018

47. Statute of Limitations

    By jpod, July 11, 2017
    • 28 replies
    • 3.8k views
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    • Lou S.
    • July 23, 2020

48. Looking for Third Party Administrator for Personal Defined Benefit Plan

    By Guest paytaxesforusa, December 12, 2014
    • 28 replies
    • 8.9k views
    • 
    • Mike Preston
    • December 18, 2014

49. Interest Rate for Normal Cost Calculation

    By Guest Bob_DB, April 7, 2005
    • 28 replies
    • 4k views
    • 
    • Guest
    • April 15, 2005

50. 410(b) and 5500 Schedule T - Does this Plan fail?

    By Effen, October 6, 2003
    • 27 replies
    • 2.9k views
    • 
    • Mike Preston
    • October 8, 2003