Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. DB/Dc Offset Top Heavy Question

   By AndyH, February 16, 2006
   • 6 replies
   • 3.1k views
   • 
   • Kirk Maldonado
   • February 21, 2006

2. partnership income, pension deductions

   By Gary, April 13, 2012
   • 3 replies
   • 3.1k views
   • 
   • Gary
   • April 16, 2012

3. Final Average Salary

   By Guest Richard Scheer, September 25, 2001
   • 12 replies
   • 3.1k views
   • 
   • Guest
   • September 26, 2001

4. IRC 401: Plan Qualification and J&S Annuity

   By Guest jfreeborn, January 25, 2010
   • 13 replies
   • 3.1k views
   • 
   • John Feldt ERPA CPC QPA
   • January 27, 2010

5. 412(c)(8) Election after 2007

   By JAY21, November 7, 2007
   • 3 replies
   • 3.1k views
   • 
   • JAY21
   • November 8, 2007

6. General Testing of Aggregated DB/DC Plans.

   By flosfur, February 26, 2004
   • 19 replies
   • 3.1k views
   • 
   • AndyH
   • March 3, 2004

7. Late Retirement Benefit

   By Dinosaur, March 12, 2013
   • 3 replies
   • 3.1k views
   • 
   • tymesup
   • March 14, 2013

8. Compensation excluded from eligible earnings definition

   By Guest Mike Spickard, February 24, 2004
   • 13 replies
   • 3.1k views
   • 
   • AndyH
   • February 26, 2004

9. PPA Full Yield Curve

   By dmb, February 20, 2013
   • 6 replies
   • 3.1k views
   • 
   • dmb
   • February 20, 2013

10. Regarding the conversion of Rockwell retirement plan into the Boeing P

    By Guest mikeythefool, April 3, 2000
    • 1 reply
    • 3.1k views
    • 
    • IRC401
    • April 9, 2000

11. AFTAP certification for frozen plans

    By dmb, July 1, 2008
    • 2 replies
    • 3.1k views
    • 
    • Andy the Actuary
    • July 1, 2008

12. PBGC coverage for professional associations with less than 25 employees

    By Lori Foresz, October 3, 2003
    • 1 reply
    • 3.1k views
    • 
    • david rigby
    • October 3, 2003

13. 412i

    By Guest rubaiyat, July 18, 2002
    • 11 replies
    • 3.1k views
    • 
    • MGB
    • July 23, 2002

14. 412(d)(2) Elections; filed with 5500-EZs ?

    By JAY21, August 3, 2009
    • 3 replies
    • 3.1k views
    • 
    • Mike Preston
    • August 4, 2009

15. 415(e) -- repeal gonna stick?

    By Dave Baker, August 28, 1998
    • 3 replies
    • 3.1k views
    • 
    • mwyatt
    • September 3, 1998

16. Life Insurance in Cash Balance Plan

    By Old Reliable, November 29, 2023
    • 12 replies
    • 3.1k views
    • 
    • Jakyasar
    • December 11, 2023

17. 1st year Cash Balance Plan

    By jkdoll2, April 9, 2009
    • 15 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2009

18. DB/DC Gateway question

    By AndyH, February 6, 2002
    • 6 replies
    • 3.1k views
    • 
    • Mike Preston
    • August 29, 2002

19. 401(a)(26) for cpb for owners only under audit

    By frizzyguy, August 3, 2011
    • 14 replies
    • 3k views
    • 
    • frizzyguy
    • December 16, 2011

20. Reporting an Actuary to the ABCD

    By Rball4, February 12, 2014
    • 10 replies
    • 3k views
    • 
    • My 2 cents
    • February 18, 2014

21. Need help with calculation of pension benefit.

    By Guest Maynard, October 30, 2001
    • 18 replies
    • 3k views
    • 
    • mwyatt
    • November 13, 2001

22. EOY Valuation assets

    By FAPInJax, September 29, 2004
    • 9 replies
    • 3k views
    • 
    • Guest
    • October 2, 2004

23. post age 65 actuarial increase

    By Gary, November 5, 1999
    • 13 replies
    • 3k views
    • 
    • david rigby
    • November 14, 2000

24. Combined Gateway and DB Offset

    By emmetttrudy, August 6, 2013
    • 11 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 8, 2013

25. Waiting period for lump sum reduced from 30 days to 7 days

    By richard, November 11, 1998
    • 1 reply
    • 3k views
    • 
    • Alonzo
    • November 11, 1998

26. 60-Day Notice of Intent to Terminate

    By Andy the Actuary, November 10, 2008
    • 9 replies
    • 3k views
    • 
    • Andy the Actuary
    • February 4, 2009

27. Beginning of Year Valuation

    By Dougsbpc, December 17, 2001
    • 4 replies
    • 3k views
    • 
    • david rigby
    • December 18, 2001

28. Defined benefit lump-sum distribution "window"

    By Belgarath, July 20, 2016
    • 14 replies
    • 3k views
    • 
    • AndyH
    • July 27, 2016

29. GUST Restatement Deadline

    By Guest pension222, August 28, 2001
    • 5 replies
    • 3k views
    • 
    • David
    • August 30, 2001

30. CL Rates for 2006

    By Guest merlin, January 12, 2006
    • 8 replies
    • 3k views
    • 
    • david rigby
    • April 26, 2006

31. Spin-off vesting issue

    By dmb, December 13, 2005
    • 7 replies
    • 3k views
    • 
    • david rigby
    • December 15, 2005

32. RMD with partially vested benefit

    By Dougsbpc, July 24, 2009
    • 7 replies
    • 3k views
    • 
    • Blinky the 3-eyed Fish
    • July 28, 2009

33. Reopening Defined Benefit Plan

    By Andy the Actuary, June 16, 2008
    • 14 replies
    • 3k views
    • 
    • Guest
    • July 11, 2008

34. PBGC Form 10 -employee notification

    By Guest sueczer, November 2, 2011
    • 6 replies
    • 3k views
    • 
    • Calavera
    • November 3, 2011

35. In-Kind Contribution

    By Guest merlin, August 22, 2007
    • 11 replies
    • 3k views
    • 
    • Belgarath
    • August 23, 2007

36. The Case of the Estranged Spousette

    By Andy the Actuary, September 10, 2008
    • 20 replies
    • 3k views
    • 
    • tymesup
    • September 19, 2008

37. DB/DC Combo TH Testing wih DB Plan Terminated

    By emmetttrudy, July 17, 2012
    • 8 replies
    • 3k views
    • 
    • emmetttrudy
    • August 22, 2012

38. Change in Asset Valuation Method

    By dmb, February 15, 2011
    • 7 replies
    • 3k views
    • 
    • david rigby
    • March 7, 2011

39. employee communications

    By Gary, May 14, 2002
    • 11 replies
    • 3k views
    • 
    • Mike Preston
    • May 16, 2002

40. Annual Funding Notice under HATFA

    By dmb, January 7, 2015
    • 12 replies
    • 3k views
    • 
    • Calavera
    • July 30, 2015

41. Benefits Commence Long After Annuity Start Date

    By ERISA-Bubs, March 17, 2011
    • 2 replies
    • 3k views
    • 
    • My 2 cents
    • March 10, 2014

42. Frozen DB Plan - early retirement window

    By Guest ERISAk, October 7, 2013
    • 11 replies
    • 3k views
    • 
    • ubermax
    • October 8, 2013

43. Pension Funding Equity Act

    By david rigby, April 13, 2004
    • 21 replies
    • 3k views
    • 
    • MGB
    • May 7, 2004

44. SEC challenging long term rate of return assumptions 9% or more

    By Guest Ben Sears, February 19, 2003
    • 10 replies
    • 3k views
    • 
    • AndyH
    • February 20, 2003

45. IRC 1.411(b)-2

    By Guest Janet, November 20, 1998
    • 1 reply
    • 3k views
    • 
    • Lorraine Dorsa
    • December 2, 1998

46. A US DB plan holds Canadian real estate

    By katieinny, June 27, 2007
    • 18 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 28, 2007

47. DB/DC COmbined Plan Limits

    By Gary, October 5, 2006
    • 8 replies
    • 3k views
    • 
    • AndyH
    • November 17, 2006

48. Perspective On Congress Discussing Pension Cutback Legislation

    By Andy the Actuary, December 21, 2014
    • 31 replies
    • 3k views
    • 
    • Effen
    • May 8, 2016

49. Elective Transfers from Terminated Plan

    By Guest RARogers, January 12, 1999
    • 7 replies
    • 3k views
    • 
    • david rigby
    • January 16, 1999

50. Death after benefit election but before ASD

    By CuseFan, September 29, 2017
    • 5 replies
    • 3k views
    • 
    • jpod
    • September 29, 2017