Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Offset Plan

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

2. Mid yr reduction in pension benefit formula

   By VeryOldMan, December 28, 2019   

   • anticutback rules
   • 9 replies
   • 1.1k views
   • 
   • VeryOldMan
   • January 13, 2020

3. Small Cashouts - Proof of Age?

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

4. Line 11a of 5300

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

5. 430 Regs and American Benefits Council

   By Calavera, October 23, 2009
   • 5 replies
   • 1.1k views
   • 
   • FAPInJax
   • October 26, 2009

6. One Plan - Multiple BCD's

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

7. Termed DB plan finds old money

   By Guest JMar, April 3, 2008
   • 8 replies
   • 1.1k views
   • 
   • Guest
   • April 6, 2008

8. Late Late Retiree

   By abanky, February 7, 2011
   • 2 replies
   • 1.1k views
   • 
   • SoCalActuary
   • February 12, 2011

9. Minimum Gateway DB/DC combo

   By John Feldt ERPA CPC QPA, October 25, 2018
   • 3 replies
   • 1.1k views
   • 
   • mming
   • October 27, 2018

10. Plan Termination Calculation

    By Guest DBStudentAct, May 3, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 25, 2010

11. Different benefit statements for different ees?

    By David MacLennan, August 9, 2003
    • 4 replies
    • 1.1k views
    • 
    • Everett Moreland
    • August 10, 2003

12. top heavy testing

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

13. statutory amendments

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

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

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

15. Deemed Election

    By Dinosaur, June 11, 2009
    • 2 replies
    • 1.1k views
    • 
    • Dinosaur
    • June 11, 2009

16. New Segment Rates under MAP 21

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

17. Funding Relief Election under PRA 2010 - Tardy Election, Is It Possible?

    By WestCoast, August 30, 2012
    • 1 reply
    • 1.1k views
    • 
    • tymesup
    • August 31, 2012

18. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • July 13, 2011

19. Form 990 - Return for Tax Exempt Organization

    By dmb, March 19, 2009
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • March 19, 2009

20. enrolled actuary

    By Gary, April 26, 2011
    • 2 replies
    • 1.1k views
    • 
    • JBones
    • April 26, 2011

21. Help on Target Benefit Plan Calculation

    By AdKu, July 9, 2020
    • 5 replies
    • 1.1k views
    • 
    • AdKu
    • July 14, 2020

22. How can a participant's estate close if the DB plan insists on paying installments to the estate?

    By katieinny, May 23, 2011
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • May 23, 2011

23. SH and TH minimum

    By retbenser, February 11, 2011
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • February 11, 2011

24. FAS87 - change in accounting methodology?

    By Guest guppy, November 18, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • November 18, 2003

25. Decrease in avg pay decreasing accrued benefit

    By Gary, March 26, 2004
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • March 26, 2004

26. GICs

    By Guest lerieleech, May 16, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 17, 2007

27. Change Benefit Election on Plan Termination

    By Dennis Povloski, June 10, 2019
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • June 11, 2019

28. Retirees Benefiting Under a COLA

    By Guest merlin, December 20, 2007
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • December 21, 2007

29. RMD from DB plan facing 436 restriction

    By dmb, May 5, 2011
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • May 5, 2011

30. Restricted HCE/Bonding Solution

    By JAY21, June 30, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 1, 2004

31. PPA 2006 follow up

    By Gary, September 27, 2007
    • 4 replies
    • 1.1k views
    • 
    • Effen
    • September 28, 2007

32. AFTAP and Plan Amendments Effective 1/1/07

    By Guest s.c.semler, February 14, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 15, 2008

33. Testing Issues In A DB/DCCombination

    By Guest merlin, March 17, 2003
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • March 17, 2003

34. Deferred Vested Death Benefit

    By Guest kdfox2, April 2, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • April 2, 2003

35. 412e3 (or 412i)

    By cdavis25, May 21, 2018
    • 1 reply
    • 1.1k views
    • 
    • CuseFan
    • May 22, 2018

36. How to measure discrimination with respect to benefits rights and features.

    By Guest flogger, July 28, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • July 28, 2004

37. PLAN DISTRIBUTION

    By Gary, March 1, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 22, 2010

38. DB deduction, stream of conscience....

    By Bri, May 3, 2021
    • 4 replies
    • 1.1k views
    • 
    • Bri
    • May 6, 2021

39. Should I get DB plan?

    By LZ, October 9, 2019
    • 11 replies
    • 1.1k views
    • 
    • LZ
    • October 12, 2019

40. Monkeys...

    By Guest Donkey Kong, November 17, 2006
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • November 17, 2006

41. Short Initial Plan Year Cash Balance/401(k) Combo

    By Catch22PGM, December 11, 2020
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • December 13, 2020

42. Coverage for small plan

    By Gary, March 19, 2009
    • 5 replies
    • 1.1k views
    • 
    • rcline46
    • March 20, 2009

43. FSCOB & Quarterlies & AFTAPs

    By zimbo, November 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 21, 2008

44. FASB

    By Guest JBY, January 28, 2010
    • 3 replies
    • 1.1k views
    • 
    • quinnfield
    • January 28, 2010

45. Reporting General Test Results

    By Guest mingblue, August 19, 2008
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • August 20, 2008

46. Valuation and Compensation

    By retbenser, June 28, 2010
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • June 28, 2010

47. Terminating DB Plan Missing Participants

    By bvhea, December 6, 2005
    • 0 replies
    • 1.1k views
    • 
    • bvhea
    • December 6, 2005

48. NY Times - Pension Accounting Editorial - Comments?

    By mwyatt, October 21, 2002
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • October 21, 2002

49. Don't Squeeze the Payables!

    By Guest erisafried, March 17, 2003
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 28, 2003

50. Post PPA Employee Contributions

    By nancy, July 23, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 9, 2009