Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Sunrise, Sunset

   By Andy the Actuary, July 22, 2009
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • July 23, 2009

2. Super Max & PFEA 2004

   By LIBOR, June 15, 2004
   • 2 replies
   • 1.1k views
   • 
   • LIBOR
   • June 15, 2004

3. Supplemental Refund & RMD

   By Guest, October 30, 2024   

   • required minimum distribution
   • 1 reply
   • 691 views
   • 
   • justanotheradmin
   • October 30, 2024

4. Suppose the IRS decides to use the SOA mortality tables

   By My 2 cents, January 22, 2015   

   • Funding and lump sums
   • 4 replies
   • 2k views
   • 
   • Effen
   • January 23, 2015

5. Supreme Court decision on conversions

   By could be me maybe not, March 31, 2005
   • 17 replies
   • 2.2k views
   • 
   • SoCalActuary
   • April 6, 2005

6. Surety Bond For Restricted HCE

   By Guest Greg, October 13, 1998
   • 0 replies
   • 2.5k views
   • 
   • Guest
   • October 13, 1998

7. surplus issues

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

8. Survey Data for Investment Costs/Practices for Large DB Plans

   By Jon Chambers, May 13, 2000
   • 4 replies
   • 1.4k views
   • 
   • Greg Judd
   • June 6, 2000

9. Survey information regarding pension benefit levels

   By Guest T.M., December 6, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • December 8, 2000

10. Surviving Spouse - QPSA - payout timing

    By Guest ebailey, March 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • March 19, 2009

11. Surviving Spouse Benefit

    By david rigby, November 14, 2001
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • November 14, 2001

12. Surviving Spouse?

    By Newbie, August 6, 2018
    • 34 replies
    • 5.4k views
    • 
    • card
    • February 6, 2019

13. Survivor Annuity Distribution Options

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

14. Survivor benefit plan

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

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

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

16. Suspending benefit accruals for 2 or 3 years

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

17. 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
    • 1.1k views
    • 
    • Peter Gulia
    • September 30, 2024

18. Suspension notice failure

    By Guest Philip2, June 7, 2013
    • 6 replies
    • 5.2k views
    • 
    • Guest
    • June 12, 2013

19. Suspension of Benefit at 100% Pay Limit

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

20. Suspension of benefits

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

21. Suspension of benefits

    By Belgarath, October 8, 2012
    • 5 replies
    • 3.8k views
    • 
    • AndyH
    • October 9, 2012

22. Suspension of benefits

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

23. suspension of benefits

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

24. Suspension of Benefits

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

25. Suspension Of Benefits

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

26. Suspension of Benefits - Notification

    By Guest ircreader, September 22, 2005
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • September 23, 2005

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

    By Fielding Mellish, October 7, 2014
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • October 8, 2014

28. suspension of benefits associated with excess plan

    By Gary, January 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • MGB
    • January 11, 2003

29. Suspension of Benefits for Continued Employment Started When?

    By DW, May 24, 2021
    • 8 replies
    • 2.5k views
    • 
    • Effen
    • June 25, 2021

30. Suspension of Benefits for Late Retiree

    By jwallace, December 31, 2002
    • 7 replies
    • 4.6k views
    • 
    • Guest
    • January 9, 2003

31. Suspension of Benefits if Working Past NRD

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

32. Suspension of benefits in a cash balance plan

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

33. Suspension of Benefits Notice

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

34. Suspension of benefits notice

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

35. Suspension of Benefits Notice

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

36. Suspension of Benefits Notice Not Provided

    By Guest jpadavic, October 30, 2012
    • 13 replies
    • 4k views
    • 
    • Effen
    • November 1, 2012

37. Suspension of benefits notification

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

38. Suspension of benefits notification

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

39. Suspension of Benefits Notification

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

40. Suspension of Benefits question

    By Griswold, February 21, 2018
    • 6 replies
    • 1.7k views
    • 
    • ERISAAPPLE
    • February 26, 2018

41. Suspension of Benefits Rules

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

42. Suspension of Benefits upon Reemployment

    By AAS2, April 5, 2017   

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

43. Suspension/resumption of benefits

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

44. Switching from BOY to EOY val for DB plan

    By Jakyasar, September 12, 2025
    • 2 replies
    • 2.2k views
    • 
    • Jakyasar
    • September 12, 2025

45. Switching to asset smoothing (avg.)

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

46. Table of Annual Accruals

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

47. Table(s) for Retirement Rates ?

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

48. Takeover DB Plan

    By Blinky the 3-eyed Fish, May 14, 2004
    • 10 replies
    • 1.7k views
    • 
    • david rigby
    • May 18, 2004

49. Takeover of a DB plan

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

50. Takeover Plan

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