Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Cash Balance Top-Heavy

   By stbennet, February 28, 2012
   • 2 replies
   • 1.4k views
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   • ETA Consulting LLC
   • February 29, 2012

2. 1971 TPF&C Mortality Table: Could You Verify?

   By david rigby, May 4, 2015
   • 2 replies
   • 2.9k views
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   • Calavera
   • May 5, 2015

3. 415 limits

   By Belgarath, September 28, 2007
   • 2 replies
   • 1k views
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   • Belgarath
   • September 28, 2007

4. Plan Loans

   By Gary, April 7, 2009
   • 2 replies
   • 1.4k views
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   • Kevin C
   • April 7, 2009

5. Reporting Cash Balance Benefit on SSA

   By CLE401kGuy, June 26, 2012
   • 2 replies
   • 994 views
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   • SoCalActuary
   • June 26, 2012

6. DB/DC Combo

   By 52626, July 12, 2013
   • 2 replies
   • 943 views
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   • Tom Poje
   • July 12, 2013

7. Increasing Benefits for Former HCEs

   By Guest ConsultingActuary, January 10, 2002
   • 2 replies
   • 1.4k views
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   • Guest
   • January 16, 2002

8. Canadian Retirement Benefits

   By alexa, February 13, 2002
   • 2 replies
   • 1.4k views
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   • alexa
   • February 13, 2002

9. top heavy for ER with Two plans

   By Earl, March 17, 2004
   • 2 replies
   • 998 views
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   • Earl
   • March 18, 2004

10. Integrated Pension Plan and Divorce

    By fmsinc, July 26, 2021
    • 2 replies
    • 734 views
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    • fmsinc
    • July 27, 2021

11. social security and pension

    By Guest lskin, April 24, 2006
    • 2 replies
    • 1.3k views
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    • mwyatt
    • April 25, 2006

12. Iterest Rate Selection under IRC 430

    By Andy the Actuary, March 9, 2008
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 10, 2008

13. Actuarial Equivalence

    By Penman2006, January 29, 2009
    • 2 replies
    • 1.4k views
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    • Mike Preston
    • January 29, 2009

14. discussion draft of pension relief legislation

    By Effen, August 27, 2009
    • 2 replies
    • 1.5k views
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    • Effen
    • August 29, 2009

15. Reportable Event -- Second Year

    By Andy the Actuary, March 22, 2011
    • 2 replies
    • 942 views
    • 
    • Andy the Actuary
    • March 22, 2011

16. MAP 21 Interest Rates

    By Dougsbpc, August 15, 2012
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • August 16, 2012

17. Duplicate 1099-R

    By BH1528, January 16, 2019
    • 2 replies
    • 1k views
    • 
    • Kristina
    • January 17, 2019

18. gatt tables

    By Guest chuck, April 27, 2001
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • April 27, 2001

19. 415(b)

    By Guest meggie, July 5, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 11, 2001

20. Gateway Cash Balance Average EAR use for non participants in CB Plan

    By CharlesLeggette, April 23, 2017   

    • gateway
    • 2 replies
    • 833 views
    • 
    • CuseFan
    • April 24, 2017

21. Claim for additional benefits PRIOR to Retirement

    By Guest, May 30, 2000
    • 2 replies
    • 1.4k views
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    • Guest
    • May 31, 2000

22. what is the scope of the 411(d)(6) relief granted for switching from P

    By Guest janie, April 27, 2001
    • 2 replies
    • 1.6k views
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    • Gary
    • May 3, 2001

23. PBGC coverage

    By Guest Rae, April 17, 2002
    • 2 replies
    • 1.5k views
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    • Guest
    • April 18, 2002

24. defined benefit plan with different penalties for early retirement between blue collar and white collar workers.

    By Guest bertie 55, December 31, 2004
    • 2 replies
    • 1.4k views
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    • david rigby
    • December 31, 2004

25. ERISA 101(j) Notice

    By John Feldt ERPA CPC QPA, November 27, 2007
    • 2 replies
    • 3.2k views
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    • John Feldt ERPA CPC QPA
    • November 27, 2007

26. Actuarial Fees Payable Out of Plan

    By Andy the Actuary, January 25, 2011
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • January 27, 2011

27. Back payments, plan limited under IRC Section 436

    By My 2 cents, July 22, 2016
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • July 22, 2016

28. ASOP 51

    By dmb, May 2, 2019
    • 2 replies
    • 816 views
    • 
    • david rigby
    • May 3, 2019

29. Arbitrary Acceleration of Early Retirement Age for Some

    By Guest Grumpy456, November 11, 2005
    • 2 replies
    • 1.3k views
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    • Guest
    • November 14, 2005

30. PPA - 411(d)(6)

    By Guest Thomas2006, September 28, 2007
    • 2 replies
    • 1.5k views
    • 
    • ak2ary
    • October 3, 2007

31. fas 158

    By Gary, March 22, 2011
    • 2 replies
    • 1k views
    • 
    • Gary
    • March 22, 2011

32. PBGC Plan Term

    By JAY21, February 29, 2012
    • 2 replies
    • 1.4k views
    • 
    • chc93
    • March 1, 2012

33. Benchmark/comparison of defined pension plans in healthcare/hospitals.

    By Guest gainsbury, April 5, 1999
    • 2 replies
    • 1.8k views
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    • david rigby
    • April 14, 1999

34. FSA, FFC, Max Deductions

    By Gary, May 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • May 14, 2005

35. Funding to Inferred Normal Retirement Age

    By Andy the Actuary, July 29, 2008
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • July 29, 2008

36. non-cash contributions

    By Earl, June 2, 2009
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • June 3, 2009

37. 415 comp limit for frozen plan

    By dmb, July 15, 2013
    • 2 replies
    • 1.6k views
    • 
    • dmb
    • July 15, 2013

38. Accrued Dividends

    By Pension RC, April 29, 2020
    • 2 replies
    • 767 views
    • 
    • david rigby
    • April 30, 2020

39. Anyone know where I can obtain 2000 cov comp table?

    By Gary, December 21, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 29, 2000

40. Deduction question

    By Guest wayneiser, September 13, 2004
    • 2 replies
    • 1.1k views
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    • Guest
    • September 14, 2004

41. Form 8717 - Certification

    By Guest MProctor, October 5, 2004
    • 2 replies
    • 1.2k views
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    • Guest
    • October 6, 2004

42. Projected Unit Credit Funding With Top Heavy Minimums

    By Guest merlin, August 31, 2007
    • 2 replies
    • 950 views
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    • Guest
    • August 31, 2007

43. Restatement of Plan

    By Gary, July 1, 2009
    • 2 replies
    • 1.2k views
    • 
    • Gary
    • July 8, 2009

44. Late Retirement

    By nancy, August 14, 2003
    • 2 replies
    • 1.2k views
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    • nancy
    • August 21, 2003

45. Replacement Ratios for Execs

    By Guest smstls, May 14, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 15, 2005

46. Simple 417e Question

    By ac, July 20, 2011
    • 2 replies
    • 1.1k views
    • 
    • ac
    • July 20, 2011

47. Benefiting in the frozen DB plan under 410(b) and 401(a)(26)?

    By Guest Victoria Pelletiere, October 18, 2002
    • 2 replies
    • 2.5k views
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    • david rigby
    • October 18, 2002

48. Undo Plan Termination?

    By Dougsbpc, January 24, 2005
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • January 24, 2005

49. minimum funding if 8 1/2 months falls on a Saturday

    By thepensionmaven, September 30, 2007
    • 2 replies
    • 1.4k views
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    • Mike Preston
    • October 1, 2007

50. Soc. Sec. Level Income Option

    By Penman2006, April 7, 2009
    • 2 replies
    • 2.1k views
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    • SoCalActuary
    • April 7, 2009