Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Private ANnuity Calculation

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

2. Pro Rate under PPA through Termination Date?

   By Blinky the 3-eyed Fish, November 18, 2008
   • 6 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • November 21, 2008

3. Pro Ration of Contribution?

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

4. Pro-forma Notices

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

5. pro-rate shortfall amortization installment

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

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

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

7. Problem with Prior Sch B

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

8. Problem with surplus assets

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

9. Problems obtaining information from prior actuary

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

10. Problems with Takeover Business

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

11. Products Marketed to DB plans

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

12. Professional athlete

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

13. Professional Ethics

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

14. Prohibited Payments and Plan Aggregation

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

15. Prohibited Transaction

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

16. Prohibited Transaction

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

17. Prohibited Transaction

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

18. Prohibited Transaction

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

19. Prohibited Transaction, Actual Distribution

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

20. Prohibited Transaction?

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

21. Prohibited Transaction?

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

22. Project UC vs. Traditional UC

    By JAY21, November 1, 2006
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • November 2, 2006

23. Projected Compensation and Application of Compensation Limit

    By Guest HaroldA, May 16, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 16, 2005

24. Projected Covered Compensation

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

25. Projected Unit Credit

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

26. 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

27. Projected Unit Credit Funding With Top Heavy Minimums

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

28. Projected Unit Credit plan out of balance

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

29. Projecting Benefits With a Salary Scale, Funding Without

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

30. Projecting Retirement Age

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

31. Projection of a mortality table

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

32. 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

33. Projection of RP2000 Mortality

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

34. Proof of age

    By Guest meeh3704, June 15, 2008
    • 6 replies
    • 2.3k views
    • 
    • JanetM
    • June 18, 2008

35. Proof of Hi 3 yr avg

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

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

    By PenQ, March 27, 2019
    • 0 replies
    • 1.3k views
    • 
    • PenQ
    • March 27, 2019

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

    By Guest Doogie61, August 29, 2009
    • 12 replies
    • 2.2k views
    • 
    • SoCalActuary
    • September 14, 2009

38. Proposed 415 Regs

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

39. Proposed 415 Regs

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

40. Proposed 415 regulations

    By Belgarath, March 3, 2006
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • March 6, 2006

41. Proposed 415 Regulations

    By Gary, December 29, 2006
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • December 29, 2006

42. Proposed Budget increases PBGC premiums

    By david rigby, October 28, 2015
    • 7 replies
    • 1.2k views
    • 
    • Calavera
    • October 29, 2015

43. proposed cash balance regs

    By Gary, January 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • January 3, 2003

44. Proposed Cash-Balance Regs (remainder)

    By Guest RSNOW, May 23, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • May 23, 2003

45. Proposed Distribution Date when filing for IRS DL

    By AdKu, June 21, 2017
    • 10 replies
    • 2.4k views
    • 
    • tymesup
    • June 22, 2017

46. Proposed FASB Disclosure Requirements for DB Plans

    By Guest blackdo2, November 5, 2003
    • 0 replies
    • 986 views
    • 
    • Guest
    • November 5, 2003

47. Proposed Federal Budget for 2014

    By Mister Met, July 29, 2013
    • 1 reply
    • 857 views
    • 
    • MoJo
    • July 29, 2013

48. Proposed PPA regulations

    By FAPInJax, August 30, 2007
    • 3 replies
    • 1.2k views
    • 
    • tymesup
    • August 30, 2007

49. Proposed Regs 1.436-1(h)(2)

    By flosfur, April 17, 2008
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • April 18, 2008

50. Proposed Regulations under 430

    By Gary, November 12, 2008
    • 0 replies
    • 927 views
    • 
    • Gary
    • November 12, 2008