Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Underfunded DB Plans and VEBA's

   By Guest Thornton, September 22, 2006
   • 5 replies
   • 1.7k views
   • 
   • SoCalActuary
   • September 23, 2006

2. Underfunded DB Restrictions on Plan Amendments

   By jpokusa, December 3, 2014   

   • AFTAP
   • Benefit Restrictions
   • (and 3 more)

     Tagged with:

     • AFTAP
     • Benefit Restrictions
     • Underfunded DB
     • 436 Restrictions
     • 401(a)(17)
   • 3 replies
   • 1.9k views
   • 
   • david rigby
   • December 3, 2014

3. Underfunded Defined Benefit Plans

   By Ron Snyder, November 24, 2010
   • 5 replies
   • 1.2k views
   • 
   • AndyH
   • December 7, 2010

4. Underfunded frozen PBGC Plan

   By SSRRS, September 26, 2019
   • 4 replies
   • 914 views
   • 
   • SSRRS
   • October 2, 2019

5. Underfunded Frozen PBGC Plan

   By SSRRS, February 6, 2022
   • 11 replies
   • 1.2k views
   • 
   • Mike Preston
   • February 8, 2022

6. Underfunded frozen plan

   By Effen, May 19, 2005
   • 10 replies
   • 2.4k views
   • 
   • Guest
   • May 30, 2005

7. Underfunded Non-PBGC Plan, Spinoff, and Restricted Distributions

   By SRM, November 6, 2006
   • 6 replies
   • 2.5k views
   • 
   • SRM
   • November 9, 2006

8. underfunded one-man db plans

   By Guest jig, May 18, 2003
   • 4 replies
   • 1.8k views
   • 
   • mwyatt
   • May 19, 2003

9. Underfunded PBGC covered terminated defined benefit plan funding deadline

   By YankeeFan, August 9, 2013
   • 5 replies
   • 1.2k views
   • 
   • Effen
   • August 13, 2013

10. Underfunded Plan

    By Guest mcw, December 2, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • December 3, 2003

11. Underfunded Plan Spinoff

    By Guest Scott McHenry, May 30, 2002
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • May 31, 2002

12. Underfunded Plan Termination in 2008

    By Guest Sus95, May 13, 2008
    • 21 replies
    • 2.9k views
    • 
    • ak2ary
    • May 20, 2008

13. underfunded plans

    By fidu, December 20, 2002
    • 0 replies
    • 1.2k views
    • 
    • fidu
    • December 20, 2002

14. underfunded Plans

    By Guest kate from hackensack, May 3, 2009
    • 4 replies
    • 1.9k views
    • 
    • tymesup
    • May 6, 2009

15. Underfunded union negotiated plan that wants to terminate

    By Guest Judy S, January 11, 2005
    • 7 replies
    • 1.8k views
    • 
    • could be me maybe not
    • January 12, 2005

16. Underfunded?

    By Guest tintree73, March 31, 2004
    • 6 replies
    • 1.4k views
    • 
    • J2D2
    • April 1, 2004

17. Underlying Interest Rates In Annuity Premiums

    By Andy the Actuary, March 11, 2011
    • 3 replies
    • 910 views
    • 
    • ScottR
    • April 16, 2011

18. underpayment of lump sum

    By Gary, July 13, 1999
    • 1 reply
    • 2k views
    • 
    • david rigby
    • July 14, 1999

19. Underpayment question

    By fiona1, January 30, 2017
    • 5 replies
    • 1.8k views
    • 
    • Lou S.
    • January 30, 2017

20. Underpayments

    By fiona1, May 9, 2017
    • 3 replies
    • 3k views
    • 
    • CuseFan
    • May 10, 2017

21. Undisclosed benefit

    By lexi, July 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • July 13, 2007

22. Undo Plan Termination?

    By Dougsbpc, January 24, 2005
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • January 24, 2005

23. Unexpected excess assets from plan term

    By Medusa, March 21, 2001
    • 2 replies
    • 1.4k views
    • 
    • RCK
    • March 22, 2001

24. Unfreeze 412(e)(3) plan

    By slburnett, October 28, 2015
    • 0 replies
    • 771 views
    • 
    • slburnett
    • October 28, 2015

25. Unfreeze before plan termination

    By Pension RC, January 31, 2018
    • 1 reply
    • 649 views
    • 
    • Effen
    • January 31, 2018

26. Unfreeze Plan

    By Dougsbpc, August 24, 2010
    • 2 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 26, 2010

27. Unfreezing a DB Plan

    By emmetttrudy, March 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • JAY21
    • March 11, 2009

28. Unfreezing a Frozen Plan

    By smm, December 1, 2003
    • 1 reply
    • 2.1k views
    • 
    • AndyH
    • December 1, 2003

29. Unfreezing DB Plan

    By Dougsbpc, October 20, 2006
    • 22 replies
    • 6.8k views
    • 
    • david rigby
    • October 31, 2006

30. Unfunded accrued liability

    By FAPInJax, September 15, 2003
    • 0 replies
    • 1.4k views
    • 
    • FAPInJax
    • September 15, 2003

31. Unfunded CL Deduction Limit for a New Plan

    By Guest jody303, June 22, 2004
    • 14 replies
    • 1.7k views
    • 
    • david rigby
    • June 24, 2004

32. Unfunded Current Liability Limit Under 404

    By Gary, March 2, 2007
    • 14 replies
    • 2.6k views
    • 
    • tymesup
    • January 9, 2008

33. Unfunded Plans - Asset Sale

    By 52626, January 28, 2014
    • 8 replies
    • 1.3k views
    • 
    • david rigby
    • January 28, 2014

34. Union 401a question

    By DeltaRat, November 18, 2020
    • 2 replies
    • 533 views
    • 
    • Lou S.
    • November 18, 2020

35. Union and now Non Union

    By SSRRS, March 6, 2019
    • 5 replies
    • 1.4k views
    • 
    • SSRRS
    • March 7, 2019

36. Union employees no longer in the union

    By Guest flogger, June 14, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 22, 2004

37. Union plan which is frozen

    By fiona1, January 26, 2012
    • 0 replies
    • 912 views
    • 
    • fiona1
    • January 26, 2012

38. union plans

    By Gary, June 20, 2003
    • 1 reply
    • 1k views
    • 
    • MGB
    • June 20, 2003

39. Union Sponsered Defined Benefit question

    By Guest Brent_Hyatt, February 28, 2000
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • March 1, 2000

40. Unionized PEO's

    By Guest dshively2, August 8, 2011
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • August 10, 2011

41. Unique Plan Freeze

    By Gary, October 28, 2006
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • October 30, 2006

42. Unique situation...pension overpayment

    By adunham, February 2, 2016   

    • ERISA
    • 9 replies
    • 5.9k views
    • 
    • My 2 cents
    • February 4, 2016

43. Unisex actuarial equivalence assumptions.

    By Guest Dave Burns, January 24, 2001
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • November 28, 2012

44. Unit Accrual vs. Fractional Accrual Formulas

    By Blinky the 3-eyed Fish, April 17, 2003
    • 31 replies
    • 6.4k views
    • 
    • AndyH
    • February 6, 2004

45. Unit Benefit Formula - DB plan

    By Tax Cowboy, November 30, 2022   

    • defined benefit
    • 3 replies
    • 1.1k views
    • 
    • Tax Cowboy
    • December 1, 2022

46. Unit Credit (Past Service)

    By Andy the Actuary, February 4, 2008
    • 9 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 5, 2008

47. Unit Credit & EOY Val

    By Penman2006, February 3, 2008
    • 2 replies
    • 846 views
    • 
    • Penman2006
    • February 4, 2008

48. Unit Credit Formula with Fractional Accrual Method

    By Guest flogger, May 26, 2004
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • May 26, 2004

49. Unit credit funding

    By FAPInJax, January 2, 2004
    • 5 replies
    • 1.3k views
    • 
    • FAPInJax
    • January 6, 2004

50. Unit Credit Funding For a Frozen Plan

    By Guest merlin, February 11, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 12, 2008