Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. ERISA rules for employee terminating in 1975. Eligible or not?

   By Guest Carl Miller, August 26, 2000
   • 1 reply
   • 1.4k views
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   • david rigby
   • August 27, 2000

2. Takeover plan; change in funding method that must be disclosed?

   By Guest, October 24, 2000
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • October 24, 2000

3. 2009 AFTAP Certification

   By Andy the Actuary, October 27, 2008
   • 1 reply
   • 997 views
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   • Andy the Actuary
   • October 27, 2008

4. Post-PPA Funding Rules for Money Purchase Plans

   By J. Bringhurst, October 8, 2010
   • 1 reply
   • 1.1k views
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   • Guest
   • October 12, 2010

5. Reversion????

   By Guest, August 16, 1999
   • 1 reply
   • 1.7k views
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   • Lorraine Dorsa
   • August 20, 1999

6. US Doctor with Foreign Income

   By CAR, January 7, 2005
   • 1 reply
   • 1.2k views
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   • mbozek
   • January 8, 2005

7. 412(i) plan termination

   By jkharvey, May 13, 2008
   • 1 reply
   • 2.1k views
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   • Jim Norman
   • May 13, 2008

8. Target Normal Cost

   By Gary, November 21, 2008
   • 1 reply
   • 1.1k views
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   • Andy the Actuary
   • November 21, 2008

9. insurance in a defined benefit plan

   By thepensionmaven, February 15, 2008
   • 1 reply
   • 846 views
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   • Belgarath
   • February 15, 2008

10. Amending NRA and Cushion Amount

    By Andy the Actuary, September 5, 2008
    • 1 reply
    • 1.4k views
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    • Dougsbpc
    • September 5, 2008

11. Testing Query

    By Guest DBStudentAct, July 11, 2009
    • 1 reply
    • 903 views
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    • WDIK
    • July 13, 2009

12. 2009 RMD for DB Plan w/ Rollover account under WRERA

    By JBones, September 30, 2009
    • 1 reply
    • 1.1k views
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    • Mike Preston
    • September 30, 2009

13. Single Employer Union DB with scheduled benefit increases under PPA

    By mwyatt, July 24, 2013
    • 1 reply
    • 1k views
    • 
    • david rigby
    • July 24, 2013

14. Remedy for active employee who discovers error in accrued benefit.

    By Gary, May 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • May 3, 2001

15. Plan Termination Question

    By Guest mingblue, March 15, 2007
    • 1 reply
    • 1k views
    • 
    • david rigby
    • March 15, 2007

16. EGTRRA revisit

    By Gary, January 4, 2011
    • 1 reply
    • 911 views
    • 
    • SoCalActuary
    • January 4, 2011

17. Does the DOL agree that adopting a "safe harbor" interest ra

    By JDuns, May 3, 2001
    • 1 reply
    • 1.4k views
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    • Gary
    • May 7, 2001

18. Is there a technique for using excess pension assets to pay for group

    By Guest Ted H Munice, May 24, 2001
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • May 24, 2001

19. Restricted Participant under 1.401(a)(4)-5(b)

    By Guest meggie, October 23, 2002
    • 1 reply
    • 4.1k views
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    • MGB
    • October 24, 2002

20. Employer Late on Distribution

    By Dougsbpc, July 13, 2006
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • July 13, 2006

21. Exemption from New Shortfall Base Versus Early Deemed Amortization Upon Attainment of Funding Target

    By Guest Jcarolan, October 28, 2009
    • 1 reply
    • 2.9k views
    • 
    • Andy the Actuary
    • October 28, 2009

22. cash balance plan design

    By Gary, June 24, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 11, 2011

23. Schedule SB Line 16

    By Pension RC, May 12, 2014
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • May 12, 2014

24. FIL method, UAL < 0, No FFC, RP 2000-40

    By Effen, April 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • April 30, 2004

25. 401(a)(17) limit if FAE using monthly average

    By Guest Mike Spickard, May 26, 2004
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 27, 2004

26. Septuagenerian new hire

    By Guest Etseq, October 5, 2006
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • October 5, 2006

27. restrictions on benefit payments to certain HCEs

    By Gudgergirl, October 29, 2009
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • October 29, 2009

28. How soon to notify vested terminated employee?

    By tuni88, August 1, 2011
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • August 1, 2011

29. IRN 2023-73 417 Mortality Table, why only 5 decimal places?

    By mwyatt, December 8, 2023
    • 1 reply
    • 516 views
    • 
    • drakecohen
    • December 8, 2023

30. Conversion to Cash Balance plan

    By Guest stippins, January 28, 2003
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • January 31, 2003

31. Hurricane disaster relief & sch. B

    By doombuggy, October 11, 2004
    • 1 reply
    • 915 views
    • 
    • david rigby
    • October 15, 2004

32. LLC terminated 1st year of plan

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

33. 436 Participant Notice

    By Penman2006, September 30, 2009
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • September 30, 2009

34. plan termination

    By Guest basilb, August 11, 2010
    • 1 reply
    • 985 views
    • 
    • Andy the Actuary
    • August 11, 2010

35. PPA

    By IRA, March 30, 2011
    • 1 reply
    • 846 views
    • 
    • FAPInJax
    • March 31, 2011

36. Waiver/Forfeit by Owner of Benefits on Plan TM

    By Guest Pete Joachim, May 18, 2011
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • May 18, 2011

37. Segregated Accounts in DB Plan

    By Hoard1, September 1, 1999
    • 0 replies
    • 1.7k views
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    • Hoard1
    • September 1, 1999

38. AP Article on Cash Balance plans

    By Guest GregSelf, September 2, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 2, 1999

39. Funding Target

    By Gary, January 5, 2011
    • 0 replies
    • 1.1k views
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    • Gary
    • January 5, 2011

40. OBRA bases after 1998

    By Guest Trapatsos, September 3, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 3, 1999

41. Restricted EE - Top 25 List

    By Penman2006, December 30, 2006
    • 0 replies
    • 1.1k views
    • 
    • Penman2006
    • December 30, 2006

42. Grandfathered Benefits-Final 415 regs

    By JAY21, March 18, 2008
    • 0 replies
    • 930 views
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    • JAY21
    • March 18, 2008

43. Correction for not timely starting required minimum distributions on an active employee

    By gle318612, March 24, 2009
    • 0 replies
    • 1.2k views
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    • gle318612
    • March 24, 2009

44. Greater of FAP or CB Plan

    By Guest Astro, August 14, 2006
    • 0 replies
    • 1.6k views
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    • Guest
    • August 14, 2006

45. Annuity Purchase commissions or fees

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

46. Auditor Independence and TPA

    By Guest RockyTop2, July 16, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • July 16, 2002

47. irs notice 99-44

    By Larry M, September 9, 1999
    • 0 replies
    • 1.5k views
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    • Larry M
    • September 9, 1999

48. Electronic Signatures

    By Guest MAM190, January 15, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • January 15, 2002

49. Cash Balance Spin-off

    By Guest guppy, January 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 16, 2004

50. Looking for survey with average benefit provided in DB plans

    By Guest Judy S, June 22, 2004
    • 0 replies
    • 804 views
    • 
    • Guest
    • June 22, 2004