Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Adjusting 2008 contribution to 2010

   By Guest jmrodrig, March 25, 2010
   • 4 replies
   • 967 views
   • 
   • Mike Preston
   • March 25, 2010

2. Dumb Question

   By bzorc, September 10, 2009
   • 4 replies
   • 967 views
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   • Belgarath
   • September 11, 2009

3. I didn't fund my Keough Money Purchase 2003-2006

   By Guest Dboy, March 29, 2009
   • 3 replies
   • 967 views
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   • K2retire
   • March 30, 2009

4. 401(h) retiree medical

   By pcbenefits007, June 12, 2015
   • 1 reply
   • 967 views
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   • Mike Preston
   • June 15, 2015

5. Maximum benefit of Owner 2 Companies

   By abanky, November 11, 2008
   • 2 replies
   • 967 views
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   • abanky
   • November 11, 2008

6. DB Funding Waiver User Fees

   By CuseFan, January 22, 2019
   • 2 replies
   • 967 views
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   • CuseFan
   • January 23, 2019

7. Retro ASDs as an option and QJSA Relative Value

   By Guest meggie, October 29, 2004
   • 0 replies
   • 967 views
   • 
   • Guest
   • October 29, 2004

8. Segment Rate Mechanics

   By tuni88, March 31, 2008
   • 1 reply
   • 966 views
   • 
   • Mike Preston
   • March 31, 2008

9. Plan Compensation

   By retbenser, February 27, 2013
   • 1 reply
   • 966 views
   • 
   • SoCalActuary
   • February 27, 2013

10. Municipal/Governmental DB Plans

    By truphao, November 16, 2023
    • 9 replies
    • 966 views
    • 
    • Liz Hallam
    • November 17, 2023

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

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

12. Calculation of most valuable benefit

    By FAPInJax, January 4, 2007
    • 0 replies
    • 965 views
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    • FAPInJax
    • January 4, 2007

13. Contributions to plan

    By Guest Chip, February 13, 2003
    • 2 replies
    • 965 views
    • 
    • Guest
    • February 14, 2003

14. Additional Contribution for 2008

    By nancy, July 6, 2009
    • 2 replies
    • 965 views
    • 
    • SoCalActuary
    • July 6, 2009

15. How Misunderstood Is PPA?

    By Andy the Actuary, February 27, 2009
    • 1 reply
    • 965 views
    • 
    • Guest
    • March 5, 2009

16. Annuity Purchase commissions or fees

    By Buzz, March 25, 2015
    • 0 replies
    • 964 views
    • 
    • Buzz
    • March 25, 2015

17. Permanency Issue

    By Pension RC, December 23, 2016
    • 2 replies
    • 964 views
    • 
    • Calavera
    • December 29, 2016

18. Has anyone heard of Genesys?

    By Guest new2taxes, July 22, 2010
    • 0 replies
    • 964 views
    • 
    • Guest
    • July 22, 2010

19. Loan to union

    By Guest NYer, January 6, 2011
    • 1 reply
    • 963 views
    • 
    • david rigby
    • January 6, 2011

20. blank schedule sb

    By Gary, July 7, 2011
    • 1 reply
    • 963 views
    • 
    • SoCalActuary
    • July 8, 2011

21. 415 offset due to a prior db plan

    By Jakyasar, March 20, 2024
    • 11 replies
    • 963 views
    • 
    • CuseFan
    • March 22, 2024

22. 2012 Schedule SB - Amend or not amend?

    By rblum50, September 23, 2014
    • 4 replies
    • 962 views
    • 
    • david rigby
    • September 23, 2014

23. Monthly Yield Curve tables

    By david rigby, February 3, 2009
    • 0 replies
    • 962 views
    • 
    • david rigby
    • February 3, 2009

24. Is a partial year on leave a break in service?

    By TPApril, April 17, 2012
    • 2 replies
    • 961 views
    • 
    • QDROphile
    • April 17, 2012

25. IRC 412(i) Ist Yr. issues

    By Guest Richard Field, June 2, 2003
    • 0 replies
    • 961 views
    • 
    • Guest
    • June 2, 2003

26. deceased majority owner

    By SheilaD, May 23, 2011
    • 3 replies
    • 961 views
    • 
    • Andy the Actuary
    • May 23, 2011

27. Contribution limits for employers?

    By Guest Ellen Levy, February 10, 2010
    • 1 reply
    • 961 views
    • 
    • SoCalActuary
    • February 10, 2010

28. Bender Prototype Plan: Early Distribution

    By Guest jfreeborn, September 9, 2010
    • 1 reply
    • 961 views
    • 
    • Andy the Actuary
    • September 9, 2010

29. DB Plan termination - big drop in distribution amount from 2022 to 2023

    By Jakyasar, March 10, 2023
    • 5 replies
    • 960 views
    • 
    • Jakyasar
    • April 12, 2023

30. End of Year Valuations

    By Dougsbpc, November 25, 2008
    • 2 replies
    • 960 views
    • 
    • AndyH
    • November 25, 2008

31. Cash-Balance Plans

    By Guest RSNOW, May 30, 2003
    • 0 replies
    • 960 views
    • 
    • Guest
    • May 30, 2003

32. Top 25 Distribution

    By Xerxes, June 6, 2019
    • 6 replies
    • 959 views
    • 
    • AndyH
    • June 12, 2019

33. Life Insurance Purchased from Plan

    By Buckoosier, April 3, 2018
    • 4 replies
    • 959 views
    • 
    • Buckoosier
    • April 5, 2018

34. Handy Reference

    By Andy the Actuary, December 20, 2007
    • 0 replies
    • 959 views
    • 
    • Andy the Actuary
    • December 20, 2007

35. Non Discrimination

    By Gary, April 3, 2008
    • 1 reply
    • 959 views
    • 
    • Mike Preston
    • April 3, 2008

36. Cash Balance Conversion/Document Restatement

    By nancy, January 21, 2014
    • 0 replies
    • 959 views
    • 
    • nancy
    • January 21, 2014

37. General Tested DB + Cross-tested PS

    By Guest RSNOW, July 30, 2003
    • 1 reply
    • 959 views
    • 
    • rcline46
    • July 30, 2003

38. Underfunded frozen PBGC Plan

    By SSRRS, September 26, 2019
    • 4 replies
    • 958 views
    • 
    • SSRRS
    • October 2, 2019

39. 2011 EA Meeting Kudos

    By Andy the Actuary, April 18, 2011
    • 0 replies
    • 958 views
    • 
    • Andy the Actuary
    • April 18, 2011

40. Elections under MAP 21

    By Guest DBStudentAct, October 22, 2012
    • 1 reply
    • 957 views
    • 
    • Mike Preston
    • November 12, 2012

41. Death benefit as part of the funding target and recalculating quarterlies

    By Pension RC, May 30, 2014
    • 4 replies
    • 957 views
    • 
    • Pension RC
    • May 30, 2014

42. Short plan year

    By SSRRS, August 19, 2019
    • 5 replies
    • 957 views
    • 
    • Mike Preston
    • August 20, 2019

43. Elected funding relief

    By Effen, September 22, 2010
    • 1 reply
    • 956 views
    • 
    • Andy the Actuary
    • September 22, 2010

44. surplus issues

    By Draper55, March 22, 2016
    • 2 replies
    • 956 views
    • 
    • AndyH
    • March 24, 2016

45. DB/DC Deductible Limit for a one person plan

    By emmetttrudy, March 16, 2009
    • 2 replies
    • 956 views
    • 
    • carrots
    • March 16, 2009

46. Required Aggregation Group

    By emmetttrudy, June 18, 2010
    • 1 reply
    • 955 views
    • 
    • Mike Preston
    • June 20, 2010

47. accruing a benefit before meeting a one-year wait for eligibility to participate in a cash balance plan

    By gle318612, May 12, 2014
    • 2 replies
    • 955 views
    • 
    • My 2 cents
    • May 12, 2014

48. When Would You Certify AFTAP?

    By Andy the Actuary, August 24, 2010
    • 0 replies
    • 954 views
    • 
    • Andy the Actuary
    • August 24, 2010

49. QPSA- Plan admin believes a divorce mayhave occurred. How do we confirm this?

    By mal, February 25, 2004
    • 1 reply
    • 953 views
    • 
    • Lame Duck
    • February 25, 2004

50. schedule sb line 12

    By Draper55, April 13, 2011
    • 0 replies
    • 953 views
    • 
    • Draper55
    • April 13, 2011