Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Plan Integration - 401(l)

   By Gary, March 7, 2000
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • March 8, 2000

2. Plan Investments

   By Gary, August 30, 2004
   • 8 replies
   • 1.7k views
   • 
   • Gary
   • August 31, 2004

3. Plan Loan for a DB/DC combination

   By emmetttrudy, October 31, 2011
   • 10 replies
   • 2.8k views
   • 
   • frizzyguy
   • November 29, 2011

4. Plan Loan from DB PLan

   By Gary, May 11, 2005
   • 0 replies
   • 1.1k views
   • 
   • Gary
   • May 11, 2005

5. pLAN LOANS

   By Gary, September 18, 2010
   • 4 replies
   • 1.7k views
   • 
   • Gary
   • September 20, 2010

6. Plan Loans

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

7. Plan Loans to Owners

   By Gary, November 7, 2006
   • 1 reply
   • 1.5k views
   • 
   • Belgarath
   • November 7, 2006

8. Plan merger - funding standard accounts

   By david rigby, May 31, 2003
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • July 9, 2003

9. Plan Merger - What are the issues?

   By AndyH, June 30, 2006
   • 4 replies
   • 1.5k views
   • 
   • AndyH
   • July 6, 2006

10. Plan Merger pros and cons

    By AndyH, December 13, 2011
    • 8 replies
    • 3.3k views
    • 
    • david rigby
    • December 13, 2011

11. Plan Merger that results in reduction of future accruals

    By Gary, May 2, 2000
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • May 4, 2000

12. Plan Merger Timeline

    By Guest smstls, November 3, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 2005

13. Plan Merger to DC Plan

    By Guest JB2, September 8, 1998
    • 2 replies
    • 3.2k views
    • 
    • Dave Baker
    • September 11, 1998

14. Plan Never Made Distribution

    By JRG, March 9, 2010
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • March 10, 2010

15. Plan obligations on 2009 Lump Sum Restrictions

    By Guest DBPension, April 2, 2009
    • 3 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 2, 2009

16. Plan Qualification in Puerto Rico

    By Guest jac, March 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • March 29, 2004

17. Plan Restatement - Cash Balance

    By Stash026, May 28, 2020
    • 3 replies
    • 867 views
    • 
    • Snapper
    • May 30, 2020

18. Plan sez actuarial equivalency uses mortality based on the 71GAM table

    By Gary, October 30, 2000
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • October 31, 2000

19. Plan Sponor Agreement to Change in Funding Method

    By Guest merlin, September 9, 2002
    • 2 replies
    • 1.3k views
    • 
    • mwyatt
    • September 9, 2002

20. Plan sponsor in receivership

    By david rigby, September 22, 2022
    • 3 replies
    • 759 views
    • 
    • bito'money
    • September 26, 2022

21. Plan Sponsored by More than One Company

    By Gary, April 12, 2008
    • 2 replies
    • 983 views
    • 
    • Gary
    • April 15, 2008

22. Plan Term - Due Date ?

    By Cloudy, March 7, 2018
    • 13 replies
    • 2.5k views
    • 
    • Calavera
    • March 9, 2018

23. Plan Term - Small Annuity Purchase

    By ndj2377, December 1, 2017
    • 5 replies
    • 1.8k views
    • 
    • MSC
    • December 6, 2017

24. Plan Term Impact on Vesting

    By JAY21, March 1, 2012
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • March 2, 2012

25. Plan Term; allocations between HCE and Former HCE

    By JAY21, April 7, 2010
    • 1 reply
    • 1.3k views
    • 
    • David MacLennan
    • April 20, 2010

26. Plan Terminated - HCE Restrictions

    By Andy the Actuary, March 11, 2011
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • March 14, 2011

27. plan terminated in 1978 - annuity contract issues dividend - who gets

    By JanetM, December 19, 2002
    • 12 replies
    • 2k views
    • 
    • mbozek
    • December 20, 2002

28. Plan Termination

    By Gary, June 15, 2009
    • 3 replies
    • 1.2k views
    • 
    • mwyatt
    • June 16, 2009

29. plan termination

    By Gary, October 10, 2011
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • October 11, 2011

30. Plan Termination

    By Gary, July 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • JAY21
    • July 22, 2009

31. Plan termination

    By Belgarath, May 4, 2011
    • 10 replies
    • 1.9k views
    • 
    • SoCalActuary
    • May 4, 2011

32. Plan Termination

    By ac, June 15, 2023
    • 6 replies
    • 846 views
    • 
    • KimberlyC
    • June 20, 2023

33. plan termination

    By Gary, January 13, 2011
    • 2 replies
    • 815 views
    • 
    • Gary
    • January 13, 2011

34. Plan Termination

    By Dinosaur, June 13, 2012
    • 2 replies
    • 1.1k views
    • 
    • Dinosaur
    • June 13, 2012

35. plan termination

    By Guest lip, December 3, 2008
    • 5 replies
    • 1.3k views
    • 
    • Effen
    • December 5, 2008

36. plan termination

    By thepensionmaven, December 20, 2007
    • 16 replies
    • 2.2k views
    • 
    • Guest
    • December 28, 2007

37. plan termination

    By Gary, April 15, 2011
    • 0 replies
    • 1k views
    • 
    • Gary
    • April 15, 2011

38. Plan Termination

    By Gary, March 29, 2007
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • March 29, 2007

39. plan termination

    By Gary, July 22, 2011
    • 4 replies
    • 1.2k views
    • 
    • ScottR
    • July 23, 2011

40. plan termination

    By Guest basilb, August 11, 2010
    • 1 reply
    • 984 views
    • 
    • Andy the Actuary
    • August 11, 2010

41. Plan Termination - annuities

    By Guest joe22, November 3, 2008
    • 14 replies
    • 5.4k views
    • 
    • Guest
    • January 21, 2009

42. Plan Termination - Annuity Purchases

    By JAY21, September 24, 2013   

    • Deferred Annuity Requirements
    • 8 replies
    • 6.6k views
    • 
    • ombskid
    • October 17, 2013

43. Plan Termination - Benefit options

    By Guest skc, October 26, 2006
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • October 26, 2006

44. Plan Termination - Determination Letter

    By ndj2377, May 15, 2018
    • 11 replies
    • 3.3k views
    • 
    • ESOP Guy
    • May 18, 2018

45. Plan Termination - Late Distribution

    By Dougsbpc, November 3, 2008
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • November 6, 2008

46. Plan Termination -- If adding a lump sum option for participants not in pay status may a different lookback month be used?

    By WestCoast, April 17, 2015   

    • lump sum
    • 417(e)
    • (and 2 more)

      Tagged with:

      • lump sum
      • 417(e)
      • anti-cutback
      • lookback month
    • 6 replies
    • 4.1k views
    • 
    • Andy the Actuary
    • May 5, 2015

47. Plan Termination (non-PBGC)

    By emmetttrudy, May 1, 2012
    • 3 replies
    • 1.9k views
    • 
    • SoCalActuary
    • May 1, 2012

48. Plan Termination & 436 restrictions

    By Dennis Povloski, October 7, 2009
    • 4 replies
    • 1.2k views
    • 
    • Dennis Povloski
    • October 8, 2009

49. Plan termination 2007/2008 payout

    By nancy, March 6, 2008
    • 1 reply
    • 810 views
    • 
    • Andy the Actuary
    • March 7, 2008

50. Plan termination and 1099's

    By Guest shronesz, January 2, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2002