Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. top-heavy minimum after participant becomes excluded

   By John Feldt ERPA CPC QPA, December 6, 2016   

   • top-heavy
   • exclusion
   • (and 2 more)

     Tagged with:

     • top-heavy
     • exclusion
     • 416
     • excluded employee
   • 5 replies
   • 2.1k views
   • 
   • AndyH
   • December 8, 2016

2. Top-Heavy Minimums

   By WDIK, June 4, 2003
   • 5 replies
   • 1.4k views
   • 
   • WDIK
   • June 6, 2003

3. Top-Heavy, EGTRRA, Frozen DB, and PS Plans

   By SoCalActuary, July 3, 2008
   • 6 replies
   • 2.3k views
   • 
   • SoCalActuary
   • July 3, 2008

4. Total Benefit Value and QJSA

   By Guest ethompson, June 15, 2004
   • 6 replies
   • 1.5k views
   • 
   • MGB
   • June 16, 2004

5. Total Quarterlies are over Maximum

   By Calavera, May 20, 2010
   • 7 replies
   • 1.2k views
   • 
   • Mike Preston
   • May 23, 2010

6. Tough Question (at least for me)

   By Dougsbpc, December 7, 2002
   • 9 replies
   • 1.8k views
   • 
   • Everett Moreland
   • December 9, 2002

7. TPA Failures Caused Problems for Client

   By SwimmingInBowelsOfERISA, July 10, 2019   

   • cash balance plan
   • funding requirements
   • 26 replies
   • 2.1k views
   • 
   • austin3515
   • July 16, 2019

8. TPA missed the 10/1/08 AFTAP certification date.

   By Guest GMP, January 19, 2009
   • 9 replies
   • 2.1k views
   • 
   • Andy the Actuary
   • January 28, 2009

9. TRA '86

   By Randy Watson, September 2, 2007
   • 3 replies
   • 1.7k views
   • 
   • Randy Watson
   • September 2, 2007

10. Traditional DB Funding w/insurance

    By JAY21, September 29, 2005
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • October 3, 2005

11. Traditional DB Plan Doing Lump Sum - Simplified Alternate Payee ID Process

    By rocknrolls2, October 21, 2014
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • October 21, 2014

12. Transfer assets from a 401(k) Plan to a DB Plan

    By emmetttrudy, September 15, 2009
    • 3 replies
    • 1.7k views
    • 
    • emmetttrudy
    • September 16, 2009

13. Transfer between DB Plans

    By Guest AEA, July 1, 2003
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • July 2, 2003

14. transfer of defined benefit plan assets to defined contribution plan

    By Guest JBeck, January 31, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 31, 2000

15. Transfer of excess plan assets

    By Guest MAP, January 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 29, 2001

16. Transfer of Pension Surplus to DC Plan

    By SadieJane, October 5, 2023
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • October 6, 2023

17. Transfer of Plan Sponsor Prior to Stock Sale of Current Sponsor

    By WestCoast, August 30, 2012
    • 0 replies
    • 980 views
    • 
    • WestCoast
    • August 30, 2012

18. Transfer of Plan Sponsorship within Control Group

    By CuseFan, October 2, 2019
    • 0 replies
    • 800 views
    • 
    • CuseFan
    • October 2, 2019

19. Transfer/purchase of service credits between governmental plans

    By Belgarath, October 23, 2015
    • 2 replies
    • 737 views
    • 
    • AndyH
    • October 26, 2015

20. Transferring benefits from a defined benefit plan to a defined contrib

    By Guest nlepk, May 17, 2001
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • May 17, 2001

21. transfers amount defined benefit plans

    By LIBERTYKID, July 29, 2002
    • 0 replies
    • 1.2k views
    • 
    • LIBERTYKID
    • July 29, 2002

22. Transitioanl Segment Rates for Valuation

    By flosfur, February 2, 2009
    • 1 reply
    • 844 views
    • 
    • SoCalActuary
    • February 2, 2009

23. Transition Credits and Non-Discrimination

    By Guest JimmyP, September 7, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 7, 2001

24. Transition Relief under Technical Corrections

    By AndyH, January 9, 2009
    • 5 replies
    • 1.1k views
    • 
    • AndyH
    • January 9, 2009

25. Transition to GATT lump sums

    By nancy, December 29, 1999
    • 34 replies
    • 7.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 7, 2002

26. Treasury rates

    By david rigby, March 23, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 27, 2001

27. Treatment of Funding Deficiency

    By AndyH, April 10, 2009
    • 14 replies
    • 3k views
    • 
    • dmb
    • June 30, 2009

28. Treatment of Life Insurance Premiums Under PPA

    By Guest s.c.semler, August 16, 2010
    • 3 replies
    • 1.1k views
    • 
    • FAPInJax
    • August 18, 2010

29. treatment of terminations within a year of the "termination date"

    By Guest nrnahat, May 21, 2008
    • 6 replies
    • 1.9k views
    • 
    • ak2ary
    • May 23, 2008

30. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded, January 20, 2022
    • 3 replies
    • 799 views
    • 
    • Lou S.
    • January 21, 2022

31. Trigger for Lump Sum Payout Restriction

    By Guest DBPension, March 30, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 2, 2009

32. troubled plan

    By Gary, June 30, 2012
    • 1 reply
    • 1k views
    • 
    • tuni88
    • June 30, 2012

33. Trust Beneficiaries Want Remainder of 10 year DB Annuity Directly Paid

    By Guest mmaggs, February 7, 2013
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • February 18, 2013

34. Trust named as beneficiary for post retirement death benefits

    By Belgarath, June 18, 2019
    • 19 replies
    • 3.5k views
    • 
    • Belgarath
    • June 21, 2019

35. Trust outstanding checks

    By Guest Nautical, June 28, 2004
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • June 28, 2004

36. Trust Tax ID Number

    By Guest mingblue, February 9, 2007
    • 8 replies
    • 5.1k views
    • 
    • mwyatt
    • February 10, 2007

37. Trustee decisions final & binding

    By Guest sidalee1, January 25, 2006
    • 4 replies
    • 1.2k views
    • 
    • Effen
    • January 26, 2006

38. Trustee denying a claim

    By Guest jfreeborn, February 1, 2010
    • 9 replies
    • 2.1k views
    • 
    • RCK
    • March 9, 2010

39. Trustee Expense Policy

    By Guest ooota, July 22, 2003
    • 7 replies
    • 2.6k views
    • 
    • david rigby
    • July 28, 2003

40. Trustee never accepted appointment - now what?

    By t.haley, June 3, 2016
    • 5 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 3, 2016

41. Trying to understand DB calcs....

    By K-t-F, January 28, 2004
    • 6 replies
    • 1.9k views
    • 
    • Effen
    • January 31, 2004

42. Turnover Table

    By Guest Marino13, November 5, 2003
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • November 5, 2003

43. Turnover table

    By FAPInJax, July 30, 2004
    • 7 replies
    • 3.2k views
    • 
    • AndyH
    • November 28, 2014

44. TV DB participant request for information

    By Guest ArrowMatt, December 19, 2003
    • 2 replies
    • 1k views
    • 
    • david rigby
    • December 19, 2003

45. Two non-discriminatory amendments

    By Dougsbpc, July 13, 2014
    • 4 replies
    • 1.1k views
    • 
    • Dougsbpc
    • July 14, 2014

46. Two Normal Retirement Ages for Same Participant?

    By Übernerd, May 5, 2009
    • 3 replies
    • 1.2k views
    • 
    • Übernerd
    • May 5, 2009

47. two plan top heavy question

    By himt4, January 11, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 11, 2007

48. Two Plans - DB and DC - Combined Loan Limit

    By emmetttrudy, April 5, 2011
    • 2 replies
    • 1.5k views
    • 
    • emmetttrudy
    • April 5, 2011

49. Two rollovers to wife's IRA

    By SSRRS, August 7, 2023
    • 2 replies
    • 530 views
    • 
    • SSRRS
    • August 7, 2023

50. Two wives...one retirement benefit

    By mal, September 10, 2013   

    • Participant married twice
    • 7 replies
    • 3.3k views
    • 
    • MoJo
    • September 11, 2013