Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. AFTAP certification for small plans

   By flosfur, May 7, 2008
   • 10 replies
   • 3.1k views
   • 
   • Dougsbpc
   • May 13, 2008

2. Actuarial Increase - Interest Only Or Interest and Mortality?

   By Guest merlin, September 15, 2006
   • 7 replies
   • 3.1k views
   • 
   • david rigby
   • September 19, 2006

3. IRA Rollover of Payouts to Restricted HCEs

   By zimbo, August 2, 2007
   • 8 replies
   • 3.1k views
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   • AndyH
   • August 3, 2007

4. 5-year vesting?

   By tuni88, November 9, 2008
   • 6 replies
   • 3.1k views
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   • ScottR
   • November 16, 2008

5. In-Service Distribution

   By Dougsbpc, February 11, 2005
   • 16 replies
   • 3.1k views
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   • JAY21
   • February 16, 2005

6. Retroactive Annuity Starting Date (RASD)

   By Dinosaur, August 25, 2011
   • 3 replies
   • 3.1k views
   • 
   • Dinosaur
   • August 29, 2011

7. 401(a)(26) for cpb for owners only under audit

   By frizzyguy, August 3, 2011
   • 14 replies
   • 3.1k views
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   • frizzyguy
   • December 16, 2011

8. Acceptable Interest Rate In A Cash Balance Plan

   By metsfan026, September 23, 2022
   • 8 replies
   • 3.1k views
   • 
   • truphao
   • September 28, 2022

9. Suspension of Benefits Notification

   By Gary, May 17, 2001
   • 4 replies
   • 3.1k views
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   • MGB
   • May 18, 2001

10. Projection of RP2000 Mortality

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

11. partnership income, pension deductions

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

12. Reporting an Actuary to the ABCD

    By Rball4, February 12, 2014
    • 10 replies
    • 3.1k views
    • 
    • My 2 cents
    • February 18, 2014

13. 415 limits and actuarial increases

    By Gary, April 5, 2011
    • 6 replies
    • 3.1k views
    • 
    • SoCalActuary
    • April 6, 2011

14. Defined benefit lump-sum distribution "window"

    By Belgarath, July 20, 2016
    • 14 replies
    • 3.1k views
    • 
    • AndyH
    • July 27, 2016

15. Compensation excluded from eligible earnings definition

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

16. DB/Dc Offset Top Heavy Question

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

17. post age 65 actuarial increase

    By Gary, November 5, 1999
    • 13 replies
    • 3.1k views
    • 
    • david rigby
    • November 14, 2000

18. 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

19. Lump Sum Window

    By BTG, February 1, 2022
    • 16 replies
    • 3.1k views
    • 
    • CuseFan
    • February 3, 2022

20. 415(e) -- repeal gonna stick?

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

21. 1st year Cash Balance Plan

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

22. 412(c)(8) Election after 2007

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

23. 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

24. 412i

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

25. Late Retirement Benefit

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

26. General Testing of Aggregated DB/DC Plans.

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

27. Need help with calculation of pension benefit.

    By Guest Maynard, October 30, 2001
    • 18 replies
    • 3.1k views
    • 
    • mwyatt
    • November 13, 2001

28. PPA Full Yield Curve

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

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

    By richard, November 11, 1998
    • 1 reply
    • 3.1k views
    • 
    • Alonzo
    • November 11, 1998

30. AFTAP certification for frozen plans

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

31. 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

32. EOY Valuation assets

    By FAPInJax, September 29, 2004
    • 9 replies
    • 3.1k views
    • 
    • Guest
    • October 2, 2004

33. Benefits Commence Long After Annuity Start Date

    By ERISA-Bubs, March 17, 2011
    • 2 replies
    • 3.1k views
    • 
    • My 2 cents
    • March 10, 2014

34. 412(d)(2) Elections; filed with 5500-EZs ?

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

35. DB/DC Gateway question

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

36. RMD with partially vested benefit

    By Dougsbpc, July 24, 2009
    • 7 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 28, 2009

37. Reopening Defined Benefit Plan

    By Andy the Actuary, June 16, 2008
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • July 11, 2008

38. Spin-off vesting issue

    By dmb, December 13, 2005
    • 7 replies
    • 3.1k views
    • 
    • david rigby
    • December 15, 2005

39. Beginning of Year Valuation

    By Dougsbpc, December 17, 2001
    • 4 replies
    • 3.1k views
    • 
    • david rigby
    • December 18, 2001

40. Combined Gateway and DB Offset

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

41. 60-Day Notice of Intent to Terminate

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

42. CL Rates for 2006

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

43. Underpayments

    By fiona1, May 9, 2017
    • 3 replies
    • 3k views
    • 
    • CuseFan
    • May 10, 2017

44. GUST Restatement Deadline

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

45. Elective Transfers from Terminated Plan

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

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

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

47. 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

48. In-Kind Contribution

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

49. PBGC Form 10 -employee notification

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

50. Annual Funding Notice under HATFA

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