Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 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

2. prior cash outs

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

3. Prior DB plan effect on 415 limits

   By Belgarath, January 10, 2014   

   • how does it actually work
   • 10 replies
   • 2.2k views
   • 
   • Cloudy
   • January 18, 2014

4. Prior DB plan offset

   By Jakyasar, April 8, 2025
   • 7 replies
   • 1.7k views
   • 
   • Jakyasar
   • April 10, 2025

5. Prior DB related problem

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

6. Prior Funding Deficiency & Quarterlies

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

7. Prior Participation and Service

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

8. Prior PBGC filings

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

9. Prior salary & service for 415 limit

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

10. Private Annuities and related Trusts

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

11. Private ANnuity Calculation

    By Gary, July 16, 2004
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • July 19, 2004

12. Pro Rate under PPA through Termination Date?

    By Blinky the 3-eyed Fish, November 18, 2008
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 21, 2008

13. Pro Ration of Contribution?

    By Dougsbpc, January 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • zimbo
    • January 5, 2010

14. Pro-forma Notices

    By Andy the Actuary, February 13, 2008
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • February 13, 2008

15. pro-rate shortfall amortization installment

    By chc93, June 8, 2010
    • 0 replies
    • 1.3k views
    • 
    • chc93
    • June 8, 2010

16. Pro-Rate Shortfall on Short Plan Year DB Plan

    By QPEmployee, July 22, 2019
    • 1 reply
    • 759 views
    • 
    • david rigby
    • July 23, 2019

17. Problem with Prior Sch B

    By flosfur, May 6, 2003
    • 6 replies
    • 1.4k views
    • 
    • flosfur
    • May 16, 2003

18. Problem with surplus assets

    By ScottR, August 8, 2009
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 10, 2009

19. Problems obtaining information from prior actuary

    By Hojo, June 23, 2021
    • 7 replies
    • 1.2k views
    • 
    • CuseFan
    • June 24, 2021

20. Problems with Takeover Business

    By Below Ground, October 26, 2006
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • October 31, 2006

21. Products Marketed to DB plans

    By Guest edemby, September 28, 2001
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 28, 2001

22. Professional athlete

    By LIBERTYKID, September 14, 2010
    • 2 replies
    • 1.7k views
    • 
    • mwyatt
    • September 15, 2010

23. Professional Ethics

    By Andy the Actuary, March 19, 2009
    • 9 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • April 2, 2009

24. Prohibited Payments and Plan Aggregation

    By Guest Aaron Pierce, March 25, 2011
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • March 25, 2011

25. Prohibited Transaction

    By Gary, August 18, 2009
    • 3 replies
    • 2.5k views
    • 
    • J Simmons
    • August 18, 2009

26. Prohibited Transaction

    By eilano, February 7, 2002
    • 11 replies
    • 1.8k views
    • 
    • KJohnson
    • February 8, 2002

27. Prohibited Transaction

    By Guest TuckerB, August 25, 2009
    • 2 replies
    • 1k views
    • 
    • david rigby
    • August 25, 2009

28. Prohibited Transaction

    By Guest DBadmin101, November 9, 2011
    • 4 replies
    • 1k views
    • 
    • QDROphile
    • November 9, 2011

29. Prohibited Transaction, Actual Distribution

    By Gary, October 5, 2005
    • 6 replies
    • 1.5k views
    • 
    • could be me maybe not
    • October 6, 2005

30. Prohibited Transaction?

    By Gary, October 16, 2009
    • 7 replies
    • 1.3k views
    • 
    • AndyH
    • October 23, 2009

31. Prohibited Transaction?

    By emmetttrudy, March 18, 2014
    • 15 replies
    • 2k views
    • 
    • jpod
    • March 24, 2014

32. Project UC vs. Traditional UC

    By JAY21, November 1, 2006
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • November 2, 2006

33. Projected Compensation and Application of Compensation Limit

    By Guest HaroldA, May 16, 2005
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 16, 2005

34. Projected Covered Compensation

    By LIBOR, December 17, 2002
    • 2 replies
    • 2.4k views
    • 
    • LIBOR
    • December 17, 2002

35. Projected Unit Credit

    By FAPInJax, January 24, 2003
    • 3 replies
    • 2.9k views
    • 
    • FAPInJax
    • January 27, 2003

36. Projected unit credit funding using only 10 years to fund

    By Guest saeissler, October 4, 2005
    • 2 replies
    • 1.3k views
    • 
    • David MacLennan
    • October 4, 2005

37. Projected Unit Credit Funding With Top Heavy Minimums

    By Guest merlin, August 31, 2007
    • 2 replies
    • 946 views
    • 
    • Guest
    • August 31, 2007

38. Projected Unit Credit plan out of balance

    By Guest lisbetf, April 16, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • April 16, 2003

39. Projecting Benefits With a Salary Scale, Funding Without

    By Guest merlin, June 1, 2005
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • June 1, 2005

40. Projecting Retirement Age

    By dmb, December 2, 2003
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • December 2, 2003

41. Projection of a mortality table

    By Gary, November 15, 2001
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • November 16, 2001

42. Projection of mortality rates; confusing definition of actuarial equivalence

    By Guest Doug Goelz, September 16, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 29, 2003

43. Projection of RP2000 Mortality

    By Rolf Trautmann, February 8, 2008
    • 3 replies
    • 3.1k views
    • 
    • Rolf Trautmann
    • February 9, 2008

44. Proof of age

    By Guest meeh3704, June 15, 2008
    • 6 replies
    • 2.4k views
    • 
    • JanetM
    • June 18, 2008

45. Proof of Hi 3 yr avg

    By ombskid, February 15, 2016
    • 6 replies
    • 1.1k views
    • 
    • StaceyHelton
    • February 16, 2016

46. Proper EIN Number for Form 5500 for DFE Master Trust

    By PenQ, March 27, 2019
    • 0 replies
    • 1.4k views
    • 
    • PenQ
    • March 27, 2019

47. Proper way to calculate present value of TNC and FT under PPA

    By Guest Doogie61, August 29, 2009
    • 12 replies
    • 2.3k views
    • 
    • SoCalActuary
    • September 14, 2009

48. Proposed 415 Regs

    By JAY21, June 21, 2005
    • 15 replies
    • 2.2k views
    • 
    • could be me maybe not
    • June 23, 2005

49. Proposed 415 Regs

    By JAY21, April 12, 2006
    • 4 replies
    • 1.9k views
    • 
    • SoCalActuary
    • April 13, 2006

50. Proposed 415 regulations

    By Belgarath, March 3, 2006
    • 7 replies
    • 1.9k views
    • 
    • AndyH
    • March 6, 2006