Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. QDRO benefits

   By FAPInJax, August 18, 2003
   • 2 replies
   • 1.2k views
   • 
   • mwyatt
   • August 18, 2003

2. 415 Max Lump Sum for Deceased Participant

   By Guest pm01, February 26, 2009
   • 1 reply
   • 1.2k views
   • 
   • David MacLennan
   • February 27, 2009

3. Small Pension Plan Audit Waiver Exemption Blown - what happens?

   By Benefits to all, April 26, 2013
   • 0 replies
   • 1.2k views
   • 
   • Benefits to all
   • April 26, 2013

4. DB Deduction

   By Christopher Wilson, August 18, 2020
   • 2 replies
   • 1.2k views
   • 
   • C. B. Zeller
   • August 19, 2020

5. PPA 2006 follow up

   By Gary, September 27, 2007
   • 4 replies
   • 1.2k views
   • 
   • Effen
   • September 28, 2007

6. new DB plan funding

   By Guest basilb, October 12, 2007
   • 4 replies
   • 1.2k views
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   • ak2ary
   • October 13, 2007

7. PBGC Reportable Event - Missed Quarterly

   By AndyH, September 20, 2007
   • 0 replies
   • 1.2k views
   • 
   • AndyH
   • September 20, 2007

8. Automatic Approval of Funding Method Change For Takeover

   By Andy the Actuary, January 6, 2015
   • 1 reply
   • 1.2k views
   • 
   • Calavera
   • January 6, 2015

9. Phased Retirement

   By Guest SEV, October 24, 2007
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • November 1, 2007

10. AFTAP certification for new 1 person plan

    By Calavera, July 29, 2008
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2008

11. NRA = 70

    By Penman2006, September 17, 2007
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • September 17, 2007

12. Reorganization Index for Multi-Employer Plans - Market value or Actuarial value?

    By Effen, October 9, 2003
    • 0 replies
    • 1.2k views
    • 
    • Effen
    • October 9, 2003

13. DB Plan Stats

    By Guest nsapper, February 11, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 19, 2004

14. Annual Funding Notice

    By Guest newtobenefits, March 10, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 11, 2010

15. Webcast concerns

    By SoCalActuary, September 27, 2006
    • 0 replies
    • 1.2k views
    • 
    • SoCalActuary
    • September 27, 2006

16. Remove Lump Sum Distributions from DB Plan

    By 12AX7, April 9, 2009
    • 4 replies
    • 1.2k views
    • 
    • 12AX7
    • April 9, 2009

17. Best merger date

    By rcline46, August 31, 2011
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • September 1, 2011

18. contributions after 9/15

    By abanky, October 4, 2011
    • 5 replies
    • 1.2k views
    • 
    • abanky
    • October 5, 2011

19. 2008 SB, Line 23

    By Effen, July 22, 2009
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • July 23, 2009

20. Terminated Plan and Change of Plan Year

    By Dougsbpc, July 7, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 7, 2004

21. non discrimination testing

    By Gary, June 22, 2011
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • June 22, 2011

22. suspension of benefits associated with excess plan

    By Gary, January 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • MGB
    • January 11, 2003

23. Decrease in avg pay decreasing accrued benefit

    By Gary, March 26, 2004
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • March 26, 2004

24. Employee option to change plans

    By Guest Spock, June 1, 2009
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • June 3, 2009

25. cash bal plan design

    By Gary, June 17, 2011
    • 4 replies
    • 1.2k views
    • 
    • SoCalActuary
    • June 18, 2011

26. minimum participation-2 person rule

    By Draper55, September 25, 2024
    • 7 replies
    • 1.2k views
    • 
    • Gina Alsdorf
    • November 14, 2024

27. Getting insurance out of a db plan

    By Bird, July 22, 2013
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • July 22, 2013

28. Late Late Retiree

    By abanky, February 7, 2011
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • February 12, 2011

29. Minimum Gateway DB/DC combo

    By John Feldt ERPA CPC QPA, October 25, 2018
    • 3 replies
    • 1.2k views
    • 
    • mming
    • October 27, 2018

30. Cash Balance Plans for Goverment Employers

    By Guest pjm, March 11, 2004
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • March 11, 2004

31. cash balance plan funding method

    By Guest mrsactuary, May 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 28, 2008

32. Cash Balance Plans - Fractional Rule

    By Mister Met, July 6, 2008
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • July 7, 2008

33. 430 Regs and American Benefits Council

    By Calavera, October 23, 2009
    • 5 replies
    • 1.2k views
    • 
    • FAPInJax
    • October 26, 2009

34. Defined Benefit Plan

    By Guest Buzzman, March 24, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 25, 2009

35. One Plan - Multiple BCD's

    By Guest Sabadee!, September 9, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 9, 2008

36. Funding of Defined Benefit Plans

    By John K, November 14, 2024
    • 4 replies
    • 1.1k views
    • 
    • John K
    • November 15, 2024

37. top heavy testing

    By Guest joe9pension, June 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • June 17, 2011

38. User Fee for 2 Minimum Funding Waiver Requests

    By Guest Matt123, January 23, 2014
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 23, 2014

39. Consequences of retroactive reduction in accrued benefit

    By Gary, August 5, 2009
    • 4 replies
    • 1.1k views
    • 
    • Gary
    • August 7, 2009

40. statutory amendments

    By Gary, November 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • ScottR
    • December 3, 2011

41. PBGC Coverage

    By nancy, December 11, 2006
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • December 11, 2006

42. cash balance plan with switch in group

    By Tom Poje, February 1, 2011
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • February 1, 2011

43. PBGC Plan Term - Impact of Plan Term Being Revoked

    By JAY21, October 21, 2013
    • 2 replies
    • 1.1k views
    • 
    • chc93
    • October 22, 2013

44. PBGC coverage if non-owner terminates but is not paid out

    By Ted Munice, November 30, 2017   

    • pbgc
    • 4 replies
    • 1.1k views
    • 
    • figure 8
    • December 6, 2017

45. Offset Plan

    By Gary, August 7, 2008
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2008

46. New Segment Rates under MAP 21

    By ac, July 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • July 16, 2012

47. Small Cashouts - Proof of Age?

    By Guest LazLama, June 7, 2012
    • 4 replies
    • 1.1k views
    • 
    • SoCalActuary
    • June 8, 2012

48. Funding While Waiver Application Pending

    By John314, May 23, 2017   

    • waiver
    • funding
    • (and 1 more)

      Tagged with:

      • waiver
      • funding
      • db plan
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • May 24, 2017

49. Line 11a of 5300

    By Guest 409 eh?, August 17, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 17, 2010

50. Unit Benefit Formula - DB plan

    By Tax Cowboy, November 30, 2022   

    • defined benefit
    • 3 replies
    • 1.1k views
    • 
    • Tax Cowboy
    • December 1, 2022