Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Termination of Floor Offset Plan

   By Lorraine Dorsa, September 21, 1999
   • 1 reply
   • 2.2k views
   • 
   • SoCalActuary
   • September 23, 1999

2. Termination of Frozen DB

   By J. Bringhurst, November 13, 2006
   • 2 replies
   • 1.5k views
   • 
   • J. Bringhurst
   • November 13, 2006

3. Termination of Underfunded DB Plan

   By ScottR, January 21, 2010
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • January 21, 2010

4. Termination of underfunded DB Plan - reduction of benefit

   By Guest jvanheyde, December 9, 2005
   • 3 replies
   • 1.7k views
   • 
   • ak2ary
   • December 10, 2005

5. Termination Year Funding

   By Guest FredR, July 23, 2002
   • 8 replies
   • 2.3k views
   • 
   • Guest
   • July 24, 2002

6. Testing a Floor-Offset Arrangement for Nodiscrimin

   By Guest merlin, July 24, 2003
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • July 25, 2003

7. Testing Age

   By figure 8, September 7, 2017
   • 7 replies
   • 1.9k views
   • 
   • figure 8
   • September 8, 2017

8. Testing Age DB/DC Combo

   By Penman2006, April 22, 2007
   • 6 replies
   • 2k views
   • 
   • Penman2006
   • April 23, 2007

9. Testing Age For DB/DC Combination

   By Guest merlin, August 10, 2007
   • 4 replies
   • 1.7k views
   • 
   • Penman2006
   • August 14, 2007

10. Testing Age for General Testing - 1.401(a)(4) Regs

    By flosfur, February 10, 2004
    • 5 replies
    • 2.4k views
    • 
    • AndyH
    • February 10, 2004

11. Testing an early retirement window for a frozen plan

    By AndyH, September 14, 2016
    • 3 replies
    • 1.1k views
    • 
    • MWeddell
    • October 4, 2016

12. Testing Benefits, Rights and Features

    By Guest Spock, March 29, 2011
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • March 29, 2011

13. Testing Compensation for General Test

    By flosfur, January 24, 2005
    • 7 replies
    • 2.2k views
    • 
    • AndyH
    • January 27, 2005

14. Testing Former Employees

    By Guest merlin, July 1, 2008
    • 0 replies
    • 964 views
    • 
    • Guest
    • July 1, 2008

15. Testing Issues In A DB/DCCombination

    By Guest merlin, March 17, 2003
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • March 17, 2003

16. Testing issues in year of freeze

    By AndyH, February 22, 2010
    • 5 replies
    • 1.3k views
    • 
    • AndyH
    • February 24, 2010

17. Testing of Ineligible Employees

    By ConnieStorer, March 1, 2019
    • 2 replies
    • 593 views
    • 
    • ConnieStorer
    • March 4, 2019

18. Testing Query

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

19. Testing Service used in the General Test for non-safe harbor defined b

    By Guest joanna, March 7, 2000
    • 1 reply
    • 1.3k views
    • 
    • Lorraine Dorsa
    • March 8, 2000

20. Testing Service Using Accrued to Date Method

    By AndyH, July 8, 2004
    • 0 replies
    • 913 views
    • 
    • AndyH
    • July 8, 2004

21. Testing Sevice for the General Test

    By flosfur, January 6, 2004
    • 9 replies
    • 1.8k views
    • 
    • AndyH
    • March 16, 2004

22. TH & Excluded EE's

    By Guest careful1, February 9, 2010
    • 6 replies
    • 1.1k views
    • 
    • Guest
    • February 11, 2010

23. TH and Gateway Distribution

    By retbenser, January 28, 2011
    • 3 replies
    • 892 views
    • 
    • SoCalActuary
    • January 28, 2011

24. Th Min question DB & DC Plans

    By Earl, February 21, 2016
    • 2 replies
    • 719 views
    • 
    • Earl
    • February 22, 2016

25. TH minimum / frozen CBP

    By DBnme, February 2, 2023
    • 2 replies
    • 389 views
    • 
    • Jakyasar
    • February 2, 2023

26. TH Minimum in DC Plan

    By austin3515, January 12, 2015
    • 19 replies
    • 2.3k views
    • 
    • AndyH
    • November 19, 2015

27. Thank an actuary!

    By Guest Carol the Writer, August 2, 2004
    • 4 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 2, 2004

28. That's not cash, is it!

    By Bri, January 19, 2024
    • 13 replies
    • 1.2k views
    • 
    • Paul I
    • February 27, 2024

29. The Case of the Estranged Spousette

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

30. The IRS vs. DB "Normal Retirement Age"

    By Guest dory, November 1, 2002
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • November 1, 2002

31. The January 2004 CL rate is:

    By AndyH, April 12, 2004
    • 10 replies
    • 1.4k views
    • 
    • david rigby
    • April 13, 2004

32. The maximum amount of compensation taken into account for plan purposes

    By scarabrad, November 16, 2013
    • 14 replies
    • 2.3k views
    • 
    • My 2 cents
    • November 18, 2013

33. The MRC in an Overfunded, Terminating

    By JButtrick, March 8, 2012
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • March 23, 2012

34. The old - do we need to do a Notice if no impact?

    By Effen, December 16, 2008
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • December 16, 2008

35. The pitfalls (?) of defined benefit plans; commentary about recent art

    By Dave Baker, November 30, 2001
    • 3 replies
    • 1.9k views
    • 
    • mwyatt
    • November 30, 2001

36. The Value of Life Insurance

    By Guest pm01, June 11, 2008
    • 7 replies
    • 1.4k views
    • 
    • ak2ary
    • June 19, 2008

37. The World of Prohibited Transactions

    By Gary, February 3, 2007
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • February 3, 2007

38. the Year 2000 problem and DB plans

    By Guest glevins1, December 5, 1998
    • 1 reply
    • 2k views
    • 
    • Lorraine Dorsa
    • December 7, 1998

39. Third Party Defined Benefit Administration & Actuarial Platform Leasing Options

    By mcronin13, February 7, 2024
    • 1 reply
    • 467 views
    • 
    • mbvs
    • February 8, 2024

40. Three (3) Employee Categories Within Same Plan

    By LIBOR, February 11, 2005
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • February 14, 2005

41. Three 415 DB questions

    By Guest pjharvey, April 26, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 26, 2000

42. Three Adopting Employers - What "Comp" To Use?

    By Guest Partly Cloudy, March 23, 2004
    • 12 replies
    • 1.2k views
    • 
    • Guest
    • March 23, 2004

43. Three year average

    By SSRRS, September 1, 2021
    • 6 replies
    • 765 views
    • 
    • CuseFan
    • September 2, 2021

44. tiered db design

    By Guest lip, April 10, 2008
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • April 10, 2008

45. Time for determination?

    By Guest pensioneer, August 28, 2009
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • August 29, 2009

46. Time limit for electing optional form of benefit

    By Guest krijowri, March 12, 2008
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 13, 2008

47. Timing of 415 application to accrued benefit

    By Guest saeissler, March 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • March 25, 2008

48. Timing of 436 participant notice

    By dmb, September 26, 2011
    • 13 replies
    • 2.4k views
    • 
    • dmb
    • September 28, 2011

49. Timing of contribution for fiscal year company in a controlled group with a calendar plan year

    By Guest Dressageho, July 15, 2009
    • 5 replies
    • 998 views
    • 
    • Blinky the 3-eyed Fish
    • July 27, 2009

50. Timing of Contributions

    By emmetttrudy, September 29, 2009
    • 5 replies
    • 2k views
    • 
    • david rigby
    • September 30, 2009