Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 2007 PBGC Notice

   By AndyH, August 29, 2007
   • 1 reply
   • 1k views
   • 
   • tuni88
   • August 30, 2007

2. Amending SPD

   By Guest Donaldson, October 17, 2003
   • 1 reply
   • 1k views
   • 
   • Guest
   • October 29, 2003

3. Lump sum payment restrictions

   By Guest Quicksilver, December 2, 2010
   • 2 replies
   • 1k views
   • 
   • Guest
   • December 2, 2010

4. Pension amount after NRA

   By Nightnurse, October 2, 2021
   • 7 replies
   • 1k views
   • 
   • AndyH
   • October 8, 2021

5. PPA Section 302 (c) Effective Date for Coll. Bargained Plans

   By Guest meeh3704, March 4, 2009
   • 1 reply
   • 1k views
   • 
   • Effen
   • March 4, 2009

6. Asset Valuation

   By ubermax, August 29, 2006
   • 0 replies
   • 1k views
   • 
   • ubermax
   • August 29, 2006

7. PPA 06 Higher Minimum Funding Req.

   By JAY21, October 23, 2007
   • 2 replies
   • 1k views
   • 
   • John Feldt ERPA CPC QPA
   • October 23, 2007

8. DB Annual Funding Valuations

   By JAY21, August 26, 2010
   • 1 reply
   • 1k views
   • 
   • Mike Preston
   • August 26, 2010

9. Super Max & PFEA 2004

   By LIBOR, June 15, 2004
   • 2 replies
   • 1k views
   • 
   • LIBOR
   • June 15, 2004

10. Deduction question

    By Guest wayneiser, September 13, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • September 14, 2004

11. minimum participation-2 person rule

    By Draper55, September 25, 2024
    • 7 replies
    • 1k views
    • 
    • Gina Alsdorf
    • November 14, 2024

12. Projected Unit Credit plan out of balance

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

13. Amending to remove COLAs

    By Guest erepper, April 14, 2009
    • 2 replies
    • 1k views
    • 
    • david rigby
    • April 14, 2009

14. New Defined Benefit Plan

    By ac, May 16, 2014
    • 2 replies
    • 1k views
    • 
    • ac
    • May 19, 2014

15. Funding Target

    By dmb, September 15, 2008
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 22, 2008

16. Interest Rate Selection (430 & 436)

    By Andy the Actuary, April 5, 2010
    • 3 replies
    • 1k views
    • 
    • Effen
    • April 5, 2010

17. Contrib. within Deductible Limits but not deducted

    By JAY21, April 22, 2009
    • 5 replies
    • 1k views
    • 
    • JAY21
    • April 22, 2009

18. Minimum Lump Sums Under Standard Terminations

    By Andy the Actuary, January 17, 2009
    • 2 replies
    • 1k views
    • 
    • Andy the Actuary
    • January 19, 2009

19. Ninety-five percent of zero?

    By Bri, April 14, 2023
    • 13 replies
    • 1k views
    • 
    • Nate S
    • April 21, 2023

20. AFTAP Certification: Is There A Choice

    By Andy the Actuary, January 3, 2009
    • 3 replies
    • 1k views
    • 
    • SoCalActuary
    • January 5, 2009

21. PPA Restrictions

    By Andy the Actuary, January 3, 2008
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 26, 2008

22. Investment mix

    By david rigby, August 3, 2004
    • 2 replies
    • 1k views
    • 
    • MGB
    • August 6, 2004

23. life insurance on owner only

    By SheilaD, November 8, 2011
    • 3 replies
    • 1k views
    • 
    • frizzyguy
    • November 14, 2011

24. 3% DC contribution as offset

    By SSRRS, August 12, 2022
    • 14 replies
    • 1k views
    • 
    • C. B. Zeller
    • October 3, 2022

25. 401(a)(26) Problem?

    By Dougsbpc, March 5, 2012
    • 2 replies
    • 1k views
    • 
    • Dougsbpc
    • March 6, 2012

26. 2008 PBGC

    By abanky, July 16, 2008
    • 1 reply
    • 1k views
    • 
    • abanky
    • July 23, 2008

27. Service for Eligibility and Vesting on Foreign National

    By DTH, June 9, 2004
    • 0 replies
    • 1k views
    • 
    • DTH
    • June 9, 2004

28. Distributing Assets during plan termination process

    By dmb, July 17, 2013
    • 5 replies
    • 1k views
    • 
    • ScottR
    • July 24, 2013

29. beginning of year valuations

    By Guest lip, June 13, 2008
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • June 13, 2008

30. Order of Amortization Bases

    By SRM, July 16, 2007
    • 2 replies
    • 1k views
    • 
    • david rigby
    • July 16, 2007

31. Admin not consistent with document

    By Sue B, October 25, 2021
    • 11 replies
    • 1k views
    • 
    • Luke Bailey
    • October 27, 2021

32. Is it possible to fund maximum benefit in db/dc combo?

    By Effen, February 27, 2008
    • 3 replies
    • 1k views
    • 
    • ak2ary
    • February 27, 2008

33. Quarterly contributions for Short plan year

    By Guest shronesz, May 2, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2003

34. LLC terminated 1st year of plan

    By RobN, March 15, 2007
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • March 16, 2007

35. MAP21 and PBGC 4010

    By Craig Jacobs, August 29, 2012
    • 0 replies
    • 1k views
    • 
    • Craig Jacobs
    • August 29, 2012

36. Deduction of 150% UCL, amendment in effect 2 yrs

    By Guest sueczer, December 11, 2007
    • 4 replies
    • 1k views
    • 
    • Mike Preston
    • December 12, 2007

37. Death Benefit Issues For Deferred Retiree

    By mming, May 20, 2014
    • 2 replies
    • 1k views
    • 
    • Effen
    • May 20, 2014

38. 415 or other limit on Cash Balance "contribution"

    By TPApril, October 21, 2023
    • 5 replies
    • 1k views
    • 
    • Jakyasar
    • October 26, 2023

39. DB plan distribution miscalculation

    By pcbenefits007, September 20, 2013
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • September 20, 2013

40. 412(d)(2) Board Resolution vs. Plan Amendment

    By John314, June 17, 2024   

    • maximum deductible
    • amendment
    • 3 replies
    • 1k views
    • 
    • CuseFan
    • June 20, 2024

41. Charging ppts for benefit certifications

    By Guest Kline28, September 24, 2004
    • 1 reply
    • 1k views
    • 
    • david rigby
    • September 24, 2004

42. Is this plan covered under PBGC?

    By Jakyasar, June 12, 2020
    • 8 replies
    • 1k views
    • 
    • Jakyasar
    • June 15, 2020

43. Freeze

    By DBnme, March 18, 2020
    • 2 replies
    • 1k views
    • 
    • Barbara
    • March 19, 2020

44. Use of "safety valve" provision of §1.401(a)(4)-3(C)(3) with respect to the general test for nondiscrimination in amount of benefits

    By gle318612, August 30, 2010
    • 0 replies
    • 1k views
    • 
    • gle318612
    • August 30, 2010

45. Can a 412(e)(3) plan be frozen?

    By amoy, November 11, 2015
    • 0 replies
    • 1k views
    • 
    • amoy
    • November 11, 2015

46. Premium brain cramp check EOY valuation

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

47. 2 db plans for 2 companies

    By Guest lip, March 5, 2008
    • 5 replies
    • 1k views
    • 
    • Guest
    • March 7, 2008

48. 5500 schedule order

    By Effen, August 5, 2009
    • 5 replies
    • 1k views
    • 
    • AndyH
    • August 5, 2009

49. 5500 lunacy

    By ScottR, April 28, 2010
    • 3 replies
    • 1k views
    • 
    • SoCalActuary
    • April 28, 2010

50. End of year valuations

    By jkdoll2, September 17, 2008
    • 2 replies
    • 1k views
    • 
    • tymesup
    • September 18, 2008