Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Surviving Spouse?

   By Newbie, August 6, 2018
   • 34 replies
   • 5.2k views
   • 
   • card
   • February 6, 2019

2. Survivor Annuity Distribution Options

   By Guest wwest, November 12, 1999
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • November 12, 1999

3. Survivor benefit plan

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

4. Survivor benefits when employee terminated prior to REA and died this

   By Guest LMalone, March 28, 2002
   • 17 replies
   • 3.3k views
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   • mbozek
   • March 29, 2002

5. Suspending benefit accruals for 2 or 3 years

   By Everett Moreland, May 13, 2003
   • 5 replies
   • 1.2k views
   • 
   • Mike Preston
   • May 14, 2003

6. Suspending Disbursements Upon Resumption of Employment; Perhaps With Endorsing Entity

   By Kent Allard, September 27, 2024   

   • distributions
   • retirement age
   • (and 1 more)

     Tagged with:

     • distributions
     • retirement age
     • endorisng entity
   • 5 replies
   • 1k views
   • 
   • Peter Gulia
   • September 30, 2024

7. Suspension notice failure

   By Guest Philip2, June 7, 2013
   • 6 replies
   • 5.1k views
   • 
   • Guest
   • June 12, 2013

8. Suspension of Benefit at 100% Pay Limit

   By SoCalActuary, September 6, 2006
   • 0 replies
   • 1.1k views
   • 
   • SoCalActuary
   • September 6, 2006

9. Suspension of benefits

   By ALG, July 9, 2020
   • 4 replies
   • 860 views
   • 
   • Calavera
   • July 10, 2020

10. Suspension of benefits

    By Belgarath, October 8, 2012
    • 5 replies
    • 3.7k views
    • 
    • AndyH
    • October 9, 2012

11. Suspension of benefits

    By Guest jim zentner, September 2, 1998
    • 3 replies
    • 1.9k views
    • 
    • KJohnson
    • December 8, 1999

12. suspension of benefits

    By Jakyasar, April 23, 2021
    • 2 replies
    • 634 views
    • 
    • Dave Baker
    • April 27, 2021

13. Suspension of Benefits

    By Guest sdolce, September 20, 2001
    • 5 replies
    • 2.6k views
    • 
    • david rigby
    • September 21, 2001

14. Suspension Of Benefits

    By J. Bringhurst, March 27, 2003
    • 0 replies
    • 1.3k views
    • 
    • J. Bringhurst
    • March 27, 2003

15. Suspension of Benefits - Notification

    By Guest ircreader, September 22, 2005
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • September 23, 2005

16. Suspension of Benefits (What to do with contributions)

    By Fielding Mellish, October 7, 2014
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • October 8, 2014

17. suspension of benefits associated with excess plan

    By Gary, January 10, 2003
    • 2 replies
    • 1.1k views
    • 
    • MGB
    • January 11, 2003

18. Suspension of Benefits for Continued Employment Started When?

    By DW, May 24, 2021
    • 8 replies
    • 2.4k views
    • 
    • Effen
    • June 25, 2021

19. Suspension of Benefits for Late Retiree

    By jwallace, December 31, 2002
    • 7 replies
    • 4.5k views
    • 
    • Guest
    • January 9, 2003

20. Suspension of Benefits if Working Past NRD

    By Guest CRC02, February 5, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • February 5, 2004

21. Suspension of benefits in a cash balance plan

    By Macuus, March 4, 2015
    • 10 replies
    • 3.8k views
    • 
    • AndyH
    • March 5, 2015

22. Suspension of Benefits Notice

    By Effen, June 19, 2003
    • 19 replies
    • 7k views
    • 
    • Effen
    • September 5, 2003

23. Suspension of benefits notice

    By Guest Rae, April 3, 2003
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 3, 2003

24. Suspension of Benefits Notice

    By Dougsbpc, June 17, 2009
    • 6 replies
    • 2.8k views
    • 
    • Dougsbpc
    • June 18, 2009

25. Suspension of Benefits Notice Not Provided

    By Guest jpadavic, October 30, 2012
    • 13 replies
    • 3.9k views
    • 
    • Effen
    • November 1, 2012

26. Suspension of benefits notification

    By Gary, May 11, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • May 11, 2001

27. Suspension of benefits notification

    By Gary, June 27, 2001
    • 5 replies
    • 3.5k views
    • 
    • MGB
    • June 28, 2001

28. Suspension of Benefits Notification

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

29. Suspension of Benefits question

    By Griswold, February 21, 2018
    • 6 replies
    • 1.6k views
    • 
    • ERISAAPPLE
    • February 26, 2018

30. Suspension of Benefits Rules

    By Gary, June 6, 2000
    • 0 replies
    • 2.3k views
    • 
    • Gary
    • June 6, 2000

31. Suspension of Benefits upon Reemployment

    By AAS2, April 5, 2017   

    • suspension
    • suspend
    • 2 replies
    • 1.2k views
    • 
    • CuseFan
    • April 6, 2017

32. Suspension/resumption of benefits

    By psmnlaw, February 15, 2018
    • 1 reply
    • 720 views
    • 
    • Effen
    • February 15, 2018

33. Switching from BOY to EOY val for DB plan

    By Jakyasar, September 12
    • 2 replies
    • 2.1k views
    • 
    • Jakyasar
    • September 12

34. Switching to asset smoothing (avg.)

    By SSRRS, July 11, 2019
    • 2 replies
    • 865 views
    • 
    • SSRRS
    • July 15, 2019

35. Table of Annual Accruals

    By austin3515, October 25, 2023
    • 1 reply
    • 373 views
    • 
    • Bri
    • October 26, 2023

36. Table(s) for Retirement Rates ?

    By Greg Judd, October 25, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 25, 1999

37. Takeover DB Plan

    By Blinky the 3-eyed Fish, May 14, 2004
    • 10 replies
    • 1.6k views
    • 
    • david rigby
    • May 18, 2004

38. Takeover of a DB plan

    By Blinky the 3-eyed Fish, September 13, 2004
    • 14 replies
    • 2.1k views
    • 
    • SoCalActuary
    • September 21, 2004

39. Takeover Plan

    By Andy the Actuary, August 14, 2009
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • May 4, 2010

40. Takeover plan only has a few past SSA's

    By Jim Chad, December 19, 2017
    • 11 replies
    • 1.7k views
    • 
    • ESOP Guy
    • December 27, 2017

41. Takeover plan with a 401(a)(26) failure

    By Blinky the 3-eyed Fish, February 17, 2003
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 18, 2003

42. 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

43. Takeover Valuation and Timing

    By abanky, October 25, 2010
    • 4 replies
    • 1.3k views
    • 
    • My 2 cents
    • October 29, 2010

44. Takeover with Insurance

    By JBones, December 2, 2010
    • 0 replies
    • 894 views
    • 
    • JBones
    • December 2, 2010

45. Takeover/change in actuary

    By dmb, November 29, 2005
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • December 3, 2005

46. Taking distributions from a defined benefit plan with early retirement

    By Guest Karri, April 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • April 23, 2000

47. Taking over services

    By Guest Ricky, September 14, 2004
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • September 14, 2004

48. Taking the Actuary Exams - need help starting

    By VincentBocchinfuso CPC, November 19, 2009
    • 14 replies
    • 2.3k views
    • 
    • VincentBocchinfuso CPC
    • November 25, 2009

49. Taking two tax deductions in one plan year.

    By Guest TracyAndrews, February 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • LIBOR
    • February 10, 2001

50. Target Normal Cost

    By emmetttrudy, October 30, 2009
    • 5 replies
    • 2.8k views
    • 
    • FAPInJax
    • November 3, 2009