Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

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

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

2. pre-EGTRRA limits

   By Blinky the 3-eyed Fish, December 23, 2003
   • 7 replies
   • 2.1k views
   • 
   • Mike Preston
   • December 24, 2003

3. Pre-GATT mortality for lump sums

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

4. Pre-participation Compensation

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

5. Pre-Participation Service

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

6. Pre-participation Service

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

7. Pre-Plan Year Credit Balance Election

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

8. Pre-retirement death benefits

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

9. Pre-Retirement Decrements

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

10. Pre-Retirement RPA Mortality

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

11. Pre-Termination Restrictions

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

12. Pre-Termination Restrictions on Distributions to HCEs

    By Andy the Actuary, September 11, 2009
    • 3 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • September 11, 2009

13. Precessor Employer under the Section 415 Regulations

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

14. Predecessor Employer

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

15. Predecessor Employer

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

16. Predecessor Employer

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

17. Predecessor Employer Service in Unit Benefit Plan

    By Guest Jim Brennan, August 2, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 3, 2000

18. Predecessor Service

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

19. Prefunding Balance - Timing of Creation and Use

    By dmdavala, April 4, 2017   

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

20. Prefunding Balance elections

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

21. Prefunding Balances

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

22. Premature termination of Defined Benefit Plan

    By ZakOregon, November 13, 2018
    • 8 replies
    • 1.2k views
    • 
    • imchipbrown
    • November 16, 2018

23. Premium brain cramp check EOY valuation

    By mwyatt, May 4, 2005
    • 0 replies
    • 1k views
    • 
    • mwyatt
    • May 4, 2005

24. Prepaid Contributions

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

25. Prepaid Pension Asset (FASB158)

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

26. Preparation of Form 5500

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

27. present value calculation of frozen defined benefit

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

28. Present Value Calculations under PPA

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

29. Present Value Life Insurance

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

30. Present value of 415 benefit

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

31. Present Value of AB using Segment Rates

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

32. Present Value of Future Salaries

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

33. present value of nonqualified DB benefit for FICA tax

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

34. Present value of receivable contributions

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

35. present value on non-government Defined Benefit Fund

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

36. Presumed AFTAP under 60%

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

37. Presumed AFTAP<60%

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

38. presumptive burn

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

39. Pretermination Restrictions

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

40. Previous company

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

41. Prior accrued benefit in Cash Balance Plan & IRC 404(a)(7)(A)

    By Guest Rob Kobrine, March 22, 2005
    • 4 replies
    • 1.4k views
    • 
    • JAY21
    • March 24, 2005

42. prior cash outs

    By Draper55, December 22, 2006
    • 2 replies
    • 1.2k views
    • 
    • Draper55
    • December 22, 2006

43. Prior DB plan effect on 415 limits

    By Belgarath, January 10, 2014   

    • how does it actually work
    • 10 replies
    • 2.1k views
    • 
    • Cloudy
    • January 18, 2014

44. Prior DB plan offset

    By Jakyasar, April 8
    • 7 replies
    • 1.6k views
    • 
    • Jakyasar
    • April 10

45. Prior DB related problem

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

46. Prior Funding Deficiency & Quarterlies

    By JBones, September 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • Calavera
    • September 9, 2011

47. Prior Participation and Service

    By Guest MDG, November 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 5, 2003

48. Prior PBGC filings

    By Jakyasar, October 12, 2023
    • 12 replies
    • 946 views
    • 
    • Jakyasar
    • October 17, 2023

49. Prior salary & service for 415 limit

    By ScottR, November 24, 2008
    • 4 replies
    • 1.3k views
    • 
    • David MacLennan
    • December 3, 2008

50. Private Annuities and related Trusts

    By Gary, June 28, 2004
    • 1 reply
    • 1k views
    • 
    • mbozek
    • June 29, 2004