Defined Benefit Plans, Including Cash Balance

7,158 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
   • 106.5k views
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   • Zach
   • September 4, 2024

2. W-2 wages Vs. Section 3401(a) wages

   By flosfur, November 11, 2006
   • 9 replies
   • 61.2k views
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   • Guest
   • November 17, 2006

3. SSA Notice of Potential Private Pension Benefit Information

   By Guest jhall, April 23, 2008
   • 10 replies
   • 31.9k views
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   • My 2 cents
   • May 5, 2017

4. How are GATT interest rates determined? Is there a website that lists

   By Guest mary walsh, November 2, 2000
   • 9 replies
   • 18.9k views
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   • david rigby
   • January 11, 2001

5. How do you calculate the covered compensation amount that is used in a

   By Guest M. Fox, April 9, 2001
   • 9 replies
   • 18.2k views
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   • david rigby
   • April 10, 2001

6. How much does an actuary cost? Is this reasonable?

   By tuni88, February 5, 2009
   • 7 replies
   • 17.6k views
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   • Ron Snyder
   • February 9, 2009

7. DB Plan and SEP IRA

   By emmetttrudy, December 13, 2010
   • 18 replies
   • 16.7k views
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   • Mike Preston
   • October 15, 2017

8. Vesting upon plan termination

   By Blinky the 3-eyed Fish, August 12, 2004
   • 31 replies
   • 15.8k views
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   • mandiev4
   • December 15, 2015

9. DB Valuation Software Poll

   By Guest Glen, August 19, 2004
   • 32 replies
   • 14.8k views
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   • Nola2016
   • March 29, 2016

10. Actuarial increase after Normal Retirement Age

    By Guest ERISAphile, April 30, 2012
    • 8 replies
    • 14.5k views
    • 
    • Andy the Actuary
    • April 30, 2012

11. Divorce and pension beneficiary

    By Quinan, January 11, 2020   

    • pension
    • retired
    • (and 5 more)

      Tagged with:

      • pension
      • retired
      • divorce
      • erisa
      • 401k
      • life insurance
      • beneficiary
    • 23 replies
    • 14.2k views
    • 
    • Quinan
    • June 19, 2020

12. What is a 414(k) account?

    By Guest, January 12, 2001
    • 1 reply
    • 13.3k views
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    • David MacLennan
    • January 14, 2001

13. Incidental Death Benefit

    By retbenser, July 5, 2010
    • 16 replies
    • 11.2k views
    • 
    • david rigby
    • July 15, 2010

14. 94 GAR Sex distinct Annuity Purchase Rates

    By No Name, July 10, 2005
    • 32 replies
    • 11.2k views
    • 
    • No Name
    • July 15, 2005

15. Floor Offset arrangement with past service grant

    By Guest samw, August 10, 2009
    • 9 replies
    • 11.1k views
    • 
    • Guest
    • August 11, 2009

16. Mortality Table - IAM 83 Proj to 2000 with scale G

    By flosfur, July 18, 2007
    • 16 replies
    • 11k views
    • 
    • Mike Preston
    • July 26, 2007

17. PPA Lump Sum Calculator

    By Mike Preston, February 7, 2008
    • 16 replies
    • 11k views
    • 
    • chc93
    • March 12, 2008

18. Substantial Owner Waivers in Plan Termination

    By mwyatt, April 2, 2002
    • 23 replies
    • 10.2k views
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    • Guest
    • April 4, 2002

19. PPA and Lump sums

    By Guest SVP, October 4, 2007
    • 36 replies
    • 9.9k views
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    • ak2ary
    • January 11, 2008

20. Life Insurance in DB Plan 1 2

    By ac, January 14, 2005
    • 62 replies
    • 9.9k views
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    • SoCalActuary
    • January 24, 2005

21. Frozen Pension Plan 1 2

    By Jim Nichols, May 15, 2017
    • 62 replies
    • 9.8k views
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    • Lou S.
    • August 23, 2017

22. RP-2000 Mortality Table

    By Guest sdolce, July 20, 2001
    • 16 replies
    • 9.5k views
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    • david rigby
    • May 15, 2003

23. FICA Taxable ?

    By Guest elg, January 10, 2013
    • 15 replies
    • 9.5k views
    • 
    • frizzyguy
    • January 17, 2013

24. RMD in Cash Balance plans

    By SoCalActuary, December 13, 2006
    • 4 replies
    • 9.4k views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

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

    By Guest ircreader, October 18, 2002
    • 30 replies
    • 9.4k views
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    • KJohnson
    • November 12, 2002

26. Gray Book from Enrolled Actuaries Meeting

    By Guest L337pwner5, September 22, 2009
    • 4 replies
    • 9.1k views
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    • david rigby
    • September 22, 2009

27. Illegal 412(i) Plans

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

28. Retroactive Annuity Starting Date

    By Guest Sunnybeau, September 13, 2006
    • 3 replies
    • 9k views
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    • alexa
    • February 8, 2012

29. Path to Enrolled Actuary

    By BG5150, June 12, 2014
    • 29 replies
    • 9k views
    • 
    • AndyH
    • January 8, 2021

30. Excel Custom Functions for PPA Annuity Factors

    By Guest JoeActuary, April 2, 2008
    • 3 replies
    • 9k views
    • 
    • Guest
    • November 14, 2008

31. Employer wants money back. Now what?

    By katieinny, October 31, 2005
    • 27 replies
    • 9k views
    • 
    • SoCalActuary
    • February 28, 2010

32. 412(i) plan establishment procedures

    By Guest Richard Field, June 10, 2003
    • 16 replies
    • 8.9k views
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    • mwyatt
    • July 17, 2003

33. At What Point Does a Restricted HCE Drop Out of the Top 25?

    By Guest merlin, May 19, 2008
    • 13 replies
    • 8.9k views
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    • ak2ary
    • May 20, 2008

34. Need help please 1 2

    By AndyH, August 26, 2008
    • 65 replies
    • 8.8k views
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    • Guest
    • May 15, 2015

35. Terminating 412i plan - question

    By Guest jc1457, July 16, 2010
    • 28 replies
    • 8.7k views
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    • LRC
    • July 26, 2018

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

    By Guest paytaxesforusa, December 12, 2014
    • 28 replies
    • 8.7k views
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    • Mike Preston
    • December 18, 2014

37. Way to confirm enrolment of actuary?

    By AndyH, March 28, 2006
    • 27 replies
    • 8.7k views
    • 
    • SoCalActuary
    • April 7, 2006

38. Partnership Plan and Plan Deduction Logistics

    By Gary, October 31, 2005
    • 8 replies
    • 8.7k views
    • 
    • Guest
    • November 4, 2005

39. 1099-R Distribution Code Questions

    By Guest AnneC, February 27, 2014
    • 8 replies
    • 8.6k views
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    • Lou S.
    • February 28, 2014

40. Accrual of Benefits after age 70 1/2 - actuarial increase

    By AndyH, February 5, 2015
    • 13 replies
    • 8.4k views
    • 
    • My 2 cents
    • February 16, 2016

41. Does anyone know about the 71 TPF&C mortality table?

    By Gary, March 16, 2001
    • 7 replies
    • 8.4k views
    • 
    • Guest
    • March 25, 2010

42. Funding for DB plan with life insurance policy

    By carrots, February 12, 2013
    • 18 replies
    • 8.3k views
    • 
    • Effen
    • July 10, 2013

43. ERISA REG re Suspension of Benefits

    By Guest ircreader, August 22, 2003
    • 6 replies
    • 8.3k views
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    • RTK
    • August 22, 2003

44. Restricted Distribution under 1.401(a)(4)-5(b) to HCE

    By Dennis Povloski, July 18, 2005
    • 15 replies
    • 8.3k views
    • 
    • Guest
    • September 3, 2010

45. 11-g Amendments to Pass 401(a)(26)

    By Dougsbpc, December 12, 2011
    • 18 replies
    • 8.2k views
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    • SSRRS
    • October 2, 2019

46. MVAR

    By JAY21, August 11, 2006
    • 30 replies
    • 8.2k views
    • 
    • AndyH
    • August 17, 2007

47. Missed quarterly contributionsParticipant Notices

    By Guest guppy, March 17, 2004
    • 17 replies
    • 8.2k views
    • 
    • Effen
    • December 24, 2020

48. actuarial increase in late retirement

    By Guest kishorActuary, March 4, 2009
    • 5 replies
    • 8.2k views
    • 
    • Guest
    • March 5, 2009

49. Eligibility - Entry Date

    By retbenser, November 21, 2010
    • 6 replies
    • 8.2k views
    • 
    • My 2 cents
    • November 22, 2010

50. Lump sum - pv of immediate or deferred benefit?

    By Gary, April 19, 2001
    • 11 replies
    • 8k views
    • 
    • Gary
    • July 5, 2001