Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Plan Freeze

   By Gary, February 12, 2009
   • 14 replies
   • 3.2k views
   • 
   • Guest
   • February 23, 2009

2. Plan Freeze

   By david rigby, September 19, 2003
   • 7 replies
   • 1.5k views
   • 
   • Mike Preston
   • September 25, 2003

3. Plan freeze - but not for certain participants

   By Guest Bearlee, August 15, 2008
   • 9 replies
   • 2.8k views
   • 
   • Effen
   • August 20, 2008

4. Plan freeze and 401(a)(26)

   By rcline46, October 28, 2008
   • 11 replies
   • 2.9k views
   • 
   • Andy the Actuary
   • October 29, 2008

5. plan freeze FAS 88 curtailment

   By Guest student_actuary, April 21, 2010
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • April 21, 2010

6. Plan Freeze for Selected Participants

   By Guest mingblue, September 8, 2008
   • 8 replies
   • 1.4k views
   • 
   • AndyH
   • September 9, 2008

7. Plan Freeze/Termination Lump Sum Question

   By tuni88, September 27, 2010
   • 2 replies
   • 1.9k views
   • 
   • My 2 cents
   • September 27, 2010

8. Plan Funding

   By Gary, June 18, 2009
   • 16 replies
   • 2.6k views
   • 
   • david rigby
   • August 21, 2009

9. Plan Implementation

   By Gary, December 1, 1998
   • 3 replies
   • 2.1k views
   • 
   • Lorraine Dorsa
   • December 2, 1998

10. Plan Integration - 401(l)

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

11. Plan Investments

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

12. Plan Loan for a DB/DC combination

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

13. Plan Loan from DB PLan

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

14. pLAN LOANS

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

15. Plan Loans

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

16. Plan Loans to Owners

    By Gary, November 7, 2006
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • November 7, 2006

17. Plan merger - funding standard accounts

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

18. Plan Merger - What are the issues?

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

19. Plan Merger pros and cons

    By AndyH, December 13, 2011
    • 8 replies
    • 3.4k views
    • 
    • david rigby
    • December 13, 2011

20. Plan Merger that results in reduction of future accruals

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

21. Plan Merger Timeline

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

22. Plan Merger to DC Plan

    By Guest JB2, September 8, 1998
    • 2 replies
    • 3.3k views
    • 
    • Dave Baker
    • September 11, 1998

23. Plan Never Made Distribution

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

24. Plan obligations on 2009 Lump Sum Restrictions

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

25. Plan Qualification in Puerto Rico

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

26. Plan Restatement - Cash Balance

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

27. 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

28. Plan Sponor Agreement to Change in Funding Method

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

29. Plan sponsor in receivership

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

30. Plan Sponsored by More than One Company

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

31. Plan Term - Due Date ?

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

32. Plan Term - Small Annuity Purchase

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

33. Plan Term Impact on Vesting

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

34. Plan Term; allocations between HCE and Former HCE

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

35. Plan Terminated - HCE Restrictions

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

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

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

37. Plan Termination

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

38. plan termination

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

39. Plan Termination

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

40. Plan termination

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

41. Plan Termination

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

42. plan termination

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

43. Plan Termination

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

44. plan termination

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

45. plan termination

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

46. plan termination

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

47. Plan Termination

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

48. plan termination

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

49. plan termination

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

50. Plan Termination - annuities

    By Guest joe22, November 3, 2008
    • 14 replies
    • 5.5k views
    • 
    • Guest
    • January 21, 2009