Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. PBCG audit?

   By Guest jjren, August 28, 2008
   • 1 reply
   • 809 views
   • 
   • Effen
   • August 29, 2008

2. Eligible Charity Plans

   By dmb, August 4, 2010
   • 1 reply
   • 1.7k views
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   • Guest
   • August 4, 2010

3. 401(a)(26) and Meaningful Benefits

   By Dougsbpc, November 30, 2010
   • 1 reply
   • 2.4k views
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   • Effen
   • November 30, 2010

4. plan conversion

   By thepensionmaven, October 12, 2013
   • 1 reply
   • 897 views
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   • Andy the Actuary
   • October 12, 2013

5. Granting Service

   By Guest Grumpy456, November 14, 2005
   • 1 reply
   • 1.4k views
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   • Blinky the 3-eyed Fish
   • November 15, 2005

6. Cash Balance Plan - Cutback Issue

   By Guest pcohen, November 28, 2007
   • 1 reply
   • 1.1k views
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   • J. Bringhurst
   • December 21, 2007

7. Cash Balance Plans RMDs and SOBs

   By Guest jpadavic, November 12, 2012
   • 1 reply
   • 2k views
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   • Mike Preston
   • November 13, 2012

8. Flat Benefit Safe Harbor with Top Heavy Accruals

   By Guest sdolce, September 27, 2001
   • 1 reply
   • 1.2k views
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   • FAPInJax
   • September 27, 2001

9. Full funding Limitation

   By abanky, December 17, 2003
   • 1 reply
   • 1.2k views
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   • Mike Preston
   • December 17, 2003

10. Conversion of a 412(i) Plan

    By ac, August 8, 2006
    • 1 reply
    • 1.3k views
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    • Guest
    • August 8, 2006

11. Cash Balance Plan Determination Letters

    By Guest Edward McElroy, January 28, 2002
    • 1 reply
    • 1.2k views
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    • Guest
    • January 29, 2002

12. Successor Plan

    By dan.jock, November 29, 2016
    • 1 reply
    • 904 views
    • 
    • dan.jock
    • December 1, 2016

13. unit credit plan accruals

    By Gary, May 4, 1999
    • 1 reply
    • 1.6k views
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    • David
    • May 5, 1999

14. Excluding service prior to adoption of the plan for vetsing

    By Tom, May 16, 2024
    • 1 reply
    • 500 views
    • 
    • Bri
    • May 16, 2024

15. Amendment to Cafeteria Plan

    By Guest ndgal, February 6, 2001
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • February 6, 2001

16. NY Times - Pension Accounting Editorial - Comments?

    By mwyatt, October 21, 2002
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • October 21, 2002

17. H.R. 1779Will this have impact to DB Plans?

    By Guest fcdeacy, April 26, 2004
    • 1 reply
    • 944 views
    • 
    • david rigby
    • April 27, 2004

18. Non-discrimination Testing

    By Guest The Pension Kid, September 27, 2005
    • 1 reply
    • 1.7k views
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    • Mike Preston
    • September 28, 2005

19. Survivor benefit plan

    By Guest nelsonabby, October 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • October 20, 2005

20. Eligibility

    By WM, August 13, 2018
    • 1 reply
    • 553 views
    • 
    • PensionPro
    • August 13, 2018

21. 415(e)

    By David, May 13, 1999
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • May 14, 1999

22. 411(d)(6) protected lump sum interest rates.

    By Gary, June 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 14, 2000

23. Reduced PBGC Premiums not Included in EGTRRA

    By Guest pension222, July 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • July 26, 2001

24. 6707A Moratorium

    By Randy Watson, June 11, 2010
    • 1 reply
    • 931 views
    • 
    • Ron Snyder
    • June 11, 2010

25. troubled plan

    By Gary, June 30, 2012
    • 1 reply
    • 1k views
    • 
    • tuni88
    • June 30, 2012

26. PBGC Form EA-S

    By dmb, May 4, 2020
    • 1 reply
    • 515 views
    • 
    • Hojo
    • May 4, 2020

27. Early ret requirements under cash balance plan

    By Gary, June 13, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 14, 2000

28. Change Funding Method - Automatic Approval

    By Guest Scott McHenry, May 9, 2002
    • 1 reply
    • 1.8k views
    • 
    • MGB
    • May 9, 2002

29. OPEB??

    By Guest Amanda Davis, August 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 15, 2003

30. Plan Amendment and Vesting

    By Guest jfreeborn, November 30, 2010
    • 1 reply
    • 781 views
    • 
    • Andy the Actuary
    • November 30, 2010

31. Court case on 417(e) calculations

    By davef, May 5, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 14, 1999

32. IRS Audit Checklist

    By Guest meggie, April 6, 2001
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • April 6, 2001

33. Disability benefits that comply with the ADEA

    By Everett Moreland, February 21, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 7, 2003

34. Top Heavy Determination - DB Plan Termination and 401(k) Adoption

    By Guest f1234, May 17, 2005
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 17, 2005

35. Full Funding Limit in Year of Freeze

    By Guest mingblue, March 12, 2007
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • March 12, 2007

36. Plan Amendment

    By Gary, June 4, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 4, 2009

37. Plan assets and cash value

    By retbenser, May 13, 2011
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • May 13, 2011

38. Restricted Benefits under a DB plan

    By Guest meggie, August 15, 2003
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 18, 2003

39. MRD for New Plan

    By mwyatt, November 15, 2005
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • November 15, 2005

40. Has anyone an opinin on or experience with converting a 412i into a tr

    By Guest NPaleveda, April 6, 2001
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • April 6, 2001

41. 401(a)(17) Limit for Year of Benefit Accrual Freeze

    By J. Bringhurst, November 29, 2007
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • November 29, 2007

42. Cash Balance Plans - Fractional Rule

    By Mister Met, July 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • July 7, 2008

43. 415-paired DB plans

    By VeryOldMan, February 7, 2020
    • 1 reply
    • 583 views
    • 
    • Effen
    • February 8, 2020

44. Controlled Groups

    By richard, May 8, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 24, 1999

45. 415 DeMinimus 10k Benefit

    By JAY21, September 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • September 6, 2006

46. Transitioanl Segment Rates for Valuation

    By flosfur, February 2, 2009
    • 1 reply
    • 835 views
    • 
    • SoCalActuary
    • February 2, 2009

47. Annual Funding Notice replaces SAR for Defined Benefit Plans

    By Eve Sav, March 18, 2009
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • March 18, 2009

48. Break in service, average comp

    By Guest DBStudentAct, June 5, 2009
    • 1 reply
    • 815 views
    • 
    • Andy the Actuary
    • June 5, 2009

49. CBP Comp Definition

    By Cloudy, January 20, 2015
    • 1 reply
    • 965 views
    • 
    • Effen
    • January 21, 2015

50. Determination letter for individual designed hybrid plan

    By Sarah73, January 26, 2022
    • 1 reply
    • 656 views
    • 
    • Effen
    • January 26, 2022