Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Pre 62 normal retirement age plans

   By jkdoll2, June 19, 2009
   • 8 replies
   • 3.9k views
   • 
   • david rigby
   • June 24, 2009

2. pre funding balance elections

   By Gary, July 6, 2012
   • 2 replies
   • 1.9k views
   • 
   • tymesup
   • July 9, 2012

3. Pre Retirement Death Benefit Eligibility Conditions

   By Guest meggie, February 5, 2001
   • 6 replies
   • 2.6k views
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   • AndyH
   • February 8, 2001

4. Pre- Retirement Survivor Death benefits

   By Guest smug, April 26, 2010
   • 4 replies
   • 2.5k views
   • 
   • Guest
   • May 3, 2010

5. Pre-1995 Frozen Plan

   By flosfur, March 17, 2004
   • 7 replies
   • 1.4k views
   • 
   • mwyatt
   • March 19, 2004

6. Pre-2001 required GUST amendments?

   By Guest FredReilly, December 15, 2000
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • December 28, 2000

7. Pre-206(g)(3) Notice - Fiduciary Responsibility

   By Guest AEA, November 20, 2008
   • 3 replies
   • 930 views
   • 
   • Andy the Actuary
   • November 21, 2008

8. Pre-7/1/96 Employees

   By Ken Davis, March 28, 2003
   • 2 replies
   • 1.2k views
   • 
   • MGB
   • March 28, 2003

9. Pre-84 Employee Contributions Distributions

   By RobFortin619, November 10, 2016   

   • Pre-84 Contributions
   • 0 replies
   • 1.1k views
   • 
   • RobFortin619
   • November 10, 2016

10. pre-contributions in valuation and AFTAP

    By Audrey, June 27, 2024
    • 2 replies
    • 1k views
    • 
    • Audrey
    • June 28, 2024

11. Pre-EGTRRA 401(a)(17) limits

    By AndyH, July 31, 2007
    • 8 replies
    • 2.4k views
    • 
    • AndyH
    • August 1, 2007

12. pre-EGTRRA limits

    By Blinky the 3-eyed Fish, December 23, 2003
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • December 24, 2003

13. Pre-GATT mortality for lump sums

    By John A, October 12, 1999
    • 8 replies
    • 3.6k views
    • 
    • John A
    • October 20, 1999

14. Pre-participation Compensation

    By 12AX7, December 21, 2007
    • 2 replies
    • 1.3k views
    • 
    • 12AX7
    • December 21, 2007

15. Pre-Participation Service

    By ishi, March 24, 2003
    • 2 replies
    • 1.3k views
    • 
    • Everett Moreland
    • March 26, 2003

16. Pre-participation Service

    By Gary, May 11, 2005
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • May 11, 2005

17. Pre-Plan Year Credit Balance Election

    By Andy the Actuary, May 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • May 26, 2010

18. Pre-retirement death benefits

    By Guest nsapper, August 28, 2003
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 28, 2003

19. Pre-Retirement Decrements

    By Andy the Actuary, October 10, 2007
    • 3 replies
    • 2.4k views
    • 
    • tymesup
    • October 10, 2007

20. Pre-Retirement RPA Mortality

    By ishi, March 15, 2004
    • 2 replies
    • 2.5k views
    • 
    • ishi
    • March 16, 2004

21. Pre-Termination Restrictions

    By Guest pensionpete, May 29, 2003
    • 21 replies
    • 4.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2003

22. Pre-Termination Restrictions on Distributions to HCEs

    By Andy the Actuary, September 11, 2009
    • 3 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • September 11, 2009

23. Precessor Employer under the Section 415 Regulations

    By QNPG, September 14, 2011
    • 2 replies
    • 1.1k views
    • 
    • QNPG
    • September 14, 2011

24. Predecessor Employer

    By flosfur, February 10, 2003
    • 4 replies
    • 2.6k views
    • 
    • David MacLennan
    • February 13, 2003

25. Predecessor Employer

    By Guest VEBA Las Vegas, July 21, 2004
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • July 22, 2004

26. Predecessor Employer

    By dan.jock, November 6, 2017
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • November 6, 2017

27. Predecessor Employer Service in Unit Benefit Plan

    By Guest Jim Brennan, August 2, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 3, 2000

28. Predecessor Service

    By John Feldt ERPA CPC QPA, February 1, 2006
    • 3 replies
    • 3.3k views
    • 
    • Madison71
    • August 12, 2011

29. Prefunding Balance - Timing of Creation and Use

    By dmdavala, April 4, 2017   

    • prefunding balance
    • 5 replies
    • 2.5k views
    • 
    • Lou S.
    • May 2, 2018

30. Prefunding Balance elections

    By My 2 cents, September 13, 2010
    • 0 replies
    • 2.6k views
    • 
    • My 2 cents
    • September 13, 2010

31. Prefunding Balances

    By Effen, January 19, 2009
    • 11 replies
    • 3.6k views
    • 
    • Andy the Actuary
    • September 3, 2009

32. Premature termination of Defined Benefit Plan

    By ZakOregon, November 13, 2018
    • 8 replies
    • 1.3k views
    • 
    • imchipbrown
    • November 16, 2018

33. Premium brain cramp check EOY valuation

    By mwyatt, May 4, 2005
    • 0 replies
    • 1.1k views
    • 
    • mwyatt
    • May 4, 2005

34. Prepaid Contributions

    By Guest The Pension Kid, May 9, 2007
    • 2 replies
    • 1.6k views
    • 
    • mwyatt
    • May 10, 2007

35. Prepaid Pension Asset (FASB158)

    By Andy the Actuary, March 2, 2011
    • 1 reply
    • 2.1k views
    • 
    • SoCalActuary
    • March 2, 2011

36. Preparation of Form 5500

    By Gary, February 21, 2008
    • 4 replies
    • 1.1k views
    • 
    • SoCalActuary
    • February 23, 2008

37. present value calculation of frozen defined benefit

    By Guest Robert Brock, December 1, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 2, 2000

38. Present Value Calculations under PPA

    By Gary, November 11, 2008
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • November 11, 2008

39. Present Value Life Insurance

    By Gary, September 30, 2009
    • 1 reply
    • 943 views
    • 
    • carrots
    • October 1, 2009

40. Present value of 415 benefit

    By Guest HaroldA, April 6, 2005
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • April 8, 2005

41. Present Value of AB using Segment Rates

    By JAY21, January 3, 2008
    • 12 replies
    • 8k views
    • 
    • David MacLennan
    • January 29, 2008

42. Present Value of Future Salaries

    By ishi, March 18, 2004
    • 7 replies
    • 1.7k views
    • 
    • ishi
    • March 19, 2004

43. present value of nonqualified DB benefit for FICA tax

    By Guest Keith N, June 8, 2001
    • 7 replies
    • 3k views
    • 
    • Guest
    • June 11, 2001

44. Present value of receivable contributions

    By Blinky the 3-eyed Fish, April 16, 2010
    • 8 replies
    • 1.6k views
    • 
    • tymesup
    • December 13, 2010

45. present value on non-government Defined Benefit Fund

    By Guest Sandylou, February 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Larry M
    • February 13, 2001

46. Presumed AFTAP under 60%

    By John Feldt ERPA CPC QPA, January 29, 2010
    • 9 replies
    • 2.8k views
    • 
    • SoCalActuary
    • February 2, 2010

47. Presumed AFTAP<60%

    By Dougsbpc, June 21, 2010
    • 4 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • June 22, 2010

48. presumptive burn

    By jane murray, October 27, 2016
    • 1 reply
    • 801 views
    • 
    • Mike Preston
    • November 13, 2016

49. Pretermination Restrictions

    By nancy, August 9, 2006
    • 15 replies
    • 2.9k views
    • 
    • jpod
    • August 17, 2006

50. Previous company

    By ombskid, September 10, 2014
    • 0 replies
    • 711 views
    • 
    • ombskid
    • September 10, 2014