Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Plan termination and FSA

   By abanky, May 20, 2004
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • May 20, 2004

2. Plan termination and lump sums

   By abanky, September 18, 2007
   • 5 replies
   • 1.8k views
   • 
   • John Feldt ERPA CPC QPA
   • September 18, 2007

3. Plan Termination and new 415 Limit

   By Dougsbpc, June 8, 2004
   • 15 replies
   • 1.9k views
   • 
   • david rigby
   • June 16, 2004

4. Plan termination and Prepaid

   By SSRRS, January 31, 2023
   • 9 replies
   • 758 views
   • 
   • SSRRS
   • February 3, 2023

5. Plan termination and reallocation of benefits

   By abanky, May 16, 2011
   • 14 replies
   • 1.5k views
   • 
   • Andy the Actuary
   • May 23, 2011

6. Plan Termination and rollover

   By No Name, December 2, 2004
   • 1 reply
   • 1.6k views
   • 
   • Belgarath
   • December 2, 2004

7. Plan Termination and Waiver of Benefits

   By Blinky the 3-eyed Fish, August 8, 2002
   • 0 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • August 8, 2002

8. Plan termination annuities & lump sums

   By Guest Keith N, April 1, 2003
   • 15 replies
   • 6.4k views
   • 
   • Blinky the 3-eyed Fish
   • April 4, 2003

9. Plan Termination Calculation

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

10. Plan Termination in 2008

    By Guest Sus95, January 31, 2008
    • 8 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 15, 2008

11. Plan Termination Inquiry;

    By Kent Allard, October 4   

    • prohibited
    • defined benefit
    • (and 5 more)

      Tagged with:

      • prohibited
      • defined benefit
      • pension
      • plan termination
      • unpredictable contingent event benefits
      • defined benefit plan
      • 436
    • 1 reply
    • 330 views
    • 
    • C. B. Zeller
    • October 6

12. Plan termination IRS dl

    By Gary, September 8, 2010
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • September 15, 2010

13. Plan Termination Liability

    By emmetttrudy, May 25, 2011
    • 4 replies
    • 2.9k views
    • 
    • Effen
    • May 25, 2011

14. Plan Termination Question

    By Guest mingblue, January 8, 2007
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • January 11, 2007

15. Plan Termination Question

    By Guest mingblue, March 15, 2007
    • 1 reply
    • 1k views
    • 
    • david rigby
    • March 15, 2007

16. Plan Termination Waiver of Benefits by non-owners

    By Guest elem, January 28, 2005
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • January 28, 2005

17. Plan termination with early retirement subsidy

    By AndyH, December 7, 2000
    • 5 replies
    • 2.2k views
    • 
    • AndyH
    • December 9, 2000

18. Plan Termination with EE contributions

    By Hojo, August 27, 2018
    • 3 replies
    • 754 views
    • 
    • CuseFan
    • August 27, 2018

19. Plan Termination, PPA and PBGC

    By rcline46, December 28, 2011
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 28, 2011

20. Plan Terminations and AFTAP

    By Guest Jcarolan, October 31, 2008
    • 7 replies
    • 3.4k views
    • 
    • JAY21
    • February 11, 2009

21. Plan Terminations for small Defined Benefit plans

    By Guest AK1321, January 18, 2008
    • 9 replies
    • 5.8k views
    • 
    • Mike Preston
    • January 18, 2008

22. Plan that never reported FAS

    By Guest saeissler, January 10, 2007
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 10, 2007

23. Plan Trust Tax ID vs Employer Tax ID, can they be the same?

    By RayJJohnsonJr, January 30
    • 8 replies
    • 2.3k views
    • 
    • Bill Presson
    • February 3

24. Plan was never set up

    By Jakyasar, February 15, 2023
    • 4 replies
    • 808 views
    • 
    • Josette
    • February 17, 2023

25. Plan with no actives

    By FAPInJax, May 12, 2003
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • May 12, 2003

26. plan with only HCEs

    By Guest mrsactuary, April 24, 2008
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • April 25, 2008

27. Plan withdrawals

    By Gary, February 2, 2010
    • 9 replies
    • 1.6k views
    • 
    • Gary
    • February 3, 2010

28. Plan Year End

    By Pension RC, February 4, 2014
    • 2 replies
    • 922 views
    • 
    • david rigby
    • February 5, 2014

29. Plan-to-Plan Transfer of Assets

    By Scott, August 9, 2000
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • August 13, 2002

30. Planning for over-funded DB plan

    By Guest Doug Johnston, November 3, 1998
    • 3 replies
    • 2.6k views
    • 
    • Larry M
    • November 5, 1998

31. Plans of Controlled Groups of Corporations

    By Hoard1, March 11, 1999
    • 0 replies
    • 1.4k views
    • 
    • Hoard1
    • March 11, 1999

32. plant shutdown and accrued benefits

    By Guest Mr. Kite, July 26, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 26, 2007

33. PLLC and testing

    By retbenser, February 27, 2011
    • 0 replies
    • 785 views
    • 
    • retbenser
    • February 27, 2011

34. PLR that had no effect

    By Guest Southern FA, January 5, 2011
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • May 2, 2011

35. Poll

    By jpod, July 10, 2017
    • 6 replies
    • 758 views
    • 
    • RatherBeGolfing
    • July 11, 2017

36. Pooling of sick leave credit for use by other plan participants

    By EGB, June 5, 2001
    • 2 replies
    • 1.5k views
    • 
    • Larry M
    • June 7, 2001

37. Pop Up Factor Formula

    By Guest chrisb, January 3, 2011
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • January 3, 2011

38. Possible "Lost" Pension

    By jpod, August 6, 2002
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • August 12, 2002

39. Possible 436 Contribution

    By dmb, November 9, 2016
    • 1 reply
    • 825 views
    • 
    • Mike Preston
    • November 16, 2016

40. Possible Affiliated Service Group

    By JAY21, November 7, 2012
    • 3 replies
    • 1.3k views
    • 
    • Doghouse
    • November 14, 2012

41. Possible Takeover

    By thepensionmaven, January 25, 2023
    • 6 replies
    • 644 views
    • 
    • Belgarath
    • February 6, 2023

42. post 65 accruals

    By Guest Amy Erlbacher Anderson, March 10, 2000
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • March 11, 2000

43. Post 70.5, Pre NRA Cash Balance Actuarial Increases

    By stbennet, February 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • SoCalActuary
    • February 15, 2011

44. Post age 65 accruals

    By Gary, October 23, 1998
    • 3 replies
    • 2.8k views
    • 
    • Alonzo
    • October 28, 1998

45. post age 65 actuarial increase

    By Gary, November 5, 1999
    • 13 replies
    • 3k views
    • 
    • david rigby
    • November 14, 2000

46. Post Age 65 Retirement 415 Limit

    By Dougsbpc, November 2, 2022
    • 4 replies
    • 661 views
    • 
    • Effen
    • November 2, 2022

47. post normal ret age act increases

    By Gary, April 12, 2002
    • 14 replies
    • 4.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 6, 2003

48. Post NRA

    By ombskid, September 22, 2011
    • 2 replies
    • 879 views
    • 
    • ombskid
    • September 22, 2011

49. Post NRA Accruals

    By Guest jfreeborn, July 15, 2010
    • 3 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • July 16, 2010

50. Post NRA accruals

    By Guest actooary, July 30, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • August 11, 2001