Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. PEO

   By SSRRS, June 6, 2023
   • 3 replies
   • 921 views
   • 
   • CuseFan
   • June 7, 2023

2. PEP Lump Sum Question

   By Guest LarryD, May 22, 2008
   • 8 replies
   • 2k views
   • 
   • Mike Preston
   • May 23, 2008

3. Permanency Issue

   By austin3515, November 5, 2004
   • 6 replies
   • 2.7k views
   • 
   • Blinky the 3-eyed Fish
   • November 5, 2004

4. Permanency Issue

   By Pension RC, December 23, 2016
   • 2 replies
   • 944 views
   • 
   • Calavera
   • December 29, 2016

5. permissable investment in a DB plan

   By betheeg, January 9, 2003
   • 5 replies
   • 1.3k views
   • 
   • mbozek
   • January 16, 2003

6. Permissibility of lump-sum and life annuity

   By YankeeFan, February 19, 2002
   • 5 replies
   • 1.9k views
   • 
   • AndyH
   • February 19, 2002

7. Permissive Aggregation

   By JAY21, September 15, 2006
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • September 15, 2006

8. Permissive Aggregation

   By emmetttrudy, May 18, 2009
   • 5 replies
   • 2.5k views
   • 
   • SoCalActuary
   • May 18, 2009

9. Permissive Aggregation

   By JAY21, February 17, 2006
   • 4 replies
   • 2.2k views
   • 
   • Tom Poje
   • March 3, 2006

10. Permissive Aggregation for Coverage Test

    By flosfur, November 21, 2007
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • November 26, 2007

11. Permitted Disparity

    By david rigby, July 23, 2003
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • July 24, 2003

12. Permitted Disparity - PV Using 417e Rates

    By JAY21, January 31, 2014   

    • Any Reduction Needed ?
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • January 31, 2014

13. Permitted Disparity - s/b interesting

    By Gary, March 8, 2001
    • 9 replies
    • 2.1k views
    • 
    • Gary
    • March 9, 2001

14. Permitted Disparity Calculation?

    By Guest newtobenefits, September 23, 2008
    • 1 reply
    • 2k views
    • 
    • SoCalActuary
    • September 23, 2008

15. Permitted Disparity, Non-Standard Interest Rates

    By Guest merlin, April 28, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 30, 2004

16. permitted investments

    By PensionNewbee, September 9, 2003
    • 8 replies
    • 4.1k views
    • 
    • David MacLennan
    • September 12, 2003

17. Personal check used for funding corporate DB

    By Guest Nineteen, February 6, 2004
    • 4 replies
    • 1k views
    • 
    • GBurns
    • February 6, 2004

18. Personal Taxes Owed on Excess Reversion from Pension Plan

    By Guest Brenda RSM, July 27, 1999
    • 1 reply
    • 1.8k views
    • 
    • mwyatt
    • July 29, 1999

19. Perspective On Congress Discussing Pension Cutback Legislation

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

20. Perverse Result?

    By Andy the Actuary, April 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 13, 2008

21. PFB & AFTAP

    By Audrey, May 31, 2024
    • 1 reply
    • 586 views
    • 
    • Calavera
    • June 4, 2024

22. PFB and Excess contributions for EOY plans

    By Guest AP914, January 23, 2010
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 28, 2010

23. PFB for EOY val date

    By Guest AP914, May 11, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 11, 2009

24. PFB must be declared by prior year 5500 due date

    By Effen, September 14, 2009
    • 0 replies
    • 1.1k views
    • 
    • Effen
    • September 14, 2009

25. PFEA and Lump Sums Under RR 98-1

    By Guest merlin, December 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 3, 2004

26. PFEA or PPA lump sum language on restatement?

    By Guest Bearlee, February 26, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 27, 2007

27. Phased Retirement

    By Guest Peter, November 16, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 16, 1998

28. Phased Retirement

    By Guest SEV, October 24, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • November 1, 2007

29. Phased Retirement Final Regs

    By JAY21, June 15, 2007
    • 16 replies
    • 2.4k views
    • 
    • ak2ary
    • October 4, 2007

30. PIA calculation

    By Gary, September 19, 2000
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • September 19, 2000

31. Plan account details

    By Gary, October 7, 2009
    • 0 replies
    • 769 views
    • 
    • Gary
    • October 7, 2009

32. Plan account labeled with company name only

    By SSRRS, April 26, 2022
    • 3 replies
    • 686 views
    • 
    • Dave Baker
    • April 27, 2022

33. Plan Actuarial Equivalence

    By Gary, December 1, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 1998

34. Plan Administrator's responsibility to contact participants

    By Pension RC, March 10, 2015
    • 6 replies
    • 2.3k views
    • 
    • mbozek
    • March 10, 2015

35. plan adminstrator

    By Guest pic, November 6, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 6, 1998

36. plan adminstrators

    By Guest pic, November 6, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 6, 1998

37. Plan aggregation

    By Guest HRD, November 6, 2008
    • 2 replies
    • 931 views
    • 
    • tymesup
    • November 6, 2008

38. Plan Aggregation and timing of contributions

    By AndyH, January 27, 2010
    • 4 replies
    • 988 views
    • 
    • AndyH
    • February 5, 2010

39. Plan Aggregation with SEP

    By MGOAdmin, June 4, 2014   

    • aggregate
    • SEP
    • 1 reply
    • 1.6k views
    • 
    • Effen
    • June 4, 2014

40. Plan amended for in-svc distribution NRA - frozen - but lump sum available

    By DW, February 25, 2022
    • 2 replies
    • 529 views
    • 
    • DW
    • February 25, 2022

41. Plan Amendment

    By Dougsbpc, May 10, 2013
    • 0 replies
    • 860 views
    • 
    • Dougsbpc
    • May 10, 2013

42. Plan Amendment

    By Gary, June 25, 2009
    • 1 reply
    • 914 views
    • 
    • SoCalActuary
    • June 25, 2009

43. Plan Amendment

    By Gary, June 4, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 4, 2009

44. Plan amendment

    By Guest mike0355, March 8, 2012
    • 5 replies
    • 1.2k views
    • 
    • jpod
    • March 9, 2012

45. plan amendment

    By Gary, July 28, 2011
    • 3 replies
    • 996 views
    • 
    • Gary
    • July 28, 2011

46. Plan amendment after beginning of year valuation date - can I take freeze of accruals into account

    By Guest saeissler, July 6, 2005
    • 12 replies
    • 3.7k views
    • 
    • Guest
    • July 26, 2005

47. Plan amendment and 133% accrual rule

    By AndyH, January 30, 2019
    • 6 replies
    • 848 views
    • 
    • AndyH
    • February 1, 2019

48. Plan Amendment and Vesting

    By Guest jfreeborn, November 30, 2010
    • 1 reply
    • 781 views
    • 
    • Andy the Actuary
    • November 30, 2010

49. plan amendment in 2008

    By Guest Sus95, December 18, 2008
    • 1 reply
    • 957 views
    • 
    • Andy the Actuary
    • December 18, 2008

50. Plan Amendment Logistics

    By Gary, May 4, 2009
    • 1 reply
    • 992 views
    • 
    • Blinky the 3-eyed Fish
    • May 4, 2009