Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Unit Credit Funding In the Year of Plan Termination

   By Guest merlin, August 31, 2007
   • 5 replies
   • 1.2k views
   • 
   • Penman2006
   • September 6, 2007

2. Unit Credit Funding Method - Gain or Loss Base

   By YankeeFan, April 5, 2006
   • 6 replies
   • 2.5k views
   • 
   • david rigby
   • April 13, 2006

3. Unit Credit Funding Method & Frozen Plans

   By LIBOR, January 5, 2001
   • 1 reply
   • 2.8k views
   • 
   • david rigby
   • January 5, 2001

4. unit credit plan accruals

   By Gary, May 4, 1999
   • 1 reply
   • 1.5k views
   • 
   • David
   • May 5, 1999

5. Unit Credit/PPA funding

   By tymesup, January 3, 2008
   • 4 replies
   • 1.4k views
   • 
   • tymesup
   • January 4, 2008

6. University employee participates in ERISA 403(b) and also has self-emp

   By MR, November 22, 2000
   • 4 replies
   • 2.1k views
   • 
   • AndyH
   • November 28, 2000

7. unknown date of birth

   By Kevin C, July 31, 2008
   • 2 replies
   • 1.4k views
   • 
   • SoCalActuary
   • August 1, 2008

8. Unpaid Excise Taxes

   By Guest GWilliams, August 4, 2011
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • August 4, 2011

9. Unpaid minimum contributions to DB plan

   By tectulsa, July 14, 2017
   • 2 replies
   • 612 views
   • 
   • My 2 cents
   • July 17, 2017

10. unpaid minimum excise tax second year

    By Draper55, December 8, 2020
    • 1 reply
    • 787 views
    • 
    • Lou S.
    • December 8, 2020

11. Unpaid Minimum Required Contributions

    By emmetttrudy, August 23, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 24, 2010

12. Unpaid MRC - 2016

    By ActBrit, October 3, 2017
    • 2 replies
    • 604 views
    • 
    • Effen
    • October 4, 2017

13. Unreduced early at termination to avoid over-funding

    By dan.jock, November 17, 2016
    • 10 replies
    • 1.2k views
    • 
    • Calavera
    • November 23, 2016

14. Unreduced Early Retirement Benefit

    By Dougsbpc, July 11, 2008
    • 8 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • July 11, 2008

15. Unreduced Early Retirement causing forefeiture?

    By John314, July 18, 2017   

    • pension
    • defined benefit
    • (and 2 more)

      Tagged with:

      • pension
      • defined benefit
      • forefeiture
      • early retirement
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • July 18, 2017

16. Unrelated business income tax

    By Guest RCox, July 22, 2003
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • July 25, 2003

17. Unrelated Business Income?

    By dmb, June 10, 2004
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • June 17, 2004

18. Unreported contribution

    By tymesup, November 20, 2007
    • 5 replies
    • 916 views
    • 
    • Mike Preston
    • November 20, 2007

19. Unrounded 415 limits

    By FAPInJax, December 17, 2007
    • 2 replies
    • 2.3k views
    • 
    • FAPInJax
    • December 19, 2007

20. unrounded limits

    By Dinosaur, October 28, 2010
    • 3 replies
    • 2.9k views
    • 
    • david rigby
    • November 16, 2010

21. Unsettling?

    By joel, March 20, 2002
    • 33 replies
    • 4.8k views
    • 
    • mbozek
    • April 1, 2002

22. Unsigned Plan Document - Schedule B

    By richard, January 31, 2001
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • February 1, 2001

23. Unterminate - a saga of the life of a DB Plan

    By Blinky the 3-eyed Fish, December 13, 2002
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 13, 2002

24. Unterminating DB - PBGC covered

    By Jakyasar, March 28, 2023
    • 10 replies
    • 1.1k views
    • 
    • Hojo
    • March 29, 2023

25. Unwinding a Plan

    By Gary, June 17, 2008
    • 6 replies
    • 4k views
    • 
    • goldtpa
    • December 28, 2010

26. Up to 150% of Current Liability = Max Deductible Contribution?

    By tuni88, February 3, 2007
    • 4 replies
    • 1.8k views
    • 
    • SoCalActuary
    • February 5, 2007

27. UP-1994 Unisex

    By abanky, August 23, 2011
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • August 23, 2011

28. Updated mortality tables for current liability

    By FAPInJax, August 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 15, 2006

29. US Doctor with Foreign Income

    By CAR, January 7, 2005
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • January 8, 2005

30. US Federal Court Order

    By Guest forum4, January 6, 2006
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2006

31. Use by Defined Benefit Plan Overfunding to extinguish existing corpora

    By Guest Gibson, July 18, 1999
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • July 26, 1999

32. Use of "safety valve" provision of §1.401(a)(4)-3(C)(3) with respect to the general test for nondiscrimination in amount of benefits

    By gle318612, August 30, 2010
    • 0 replies
    • 1k views
    • 
    • gle318612
    • August 30, 2010

33. Use of 2008 EZ until 2009 forms released

    By Guest jmrodrig, April 19, 2010
    • 0 replies
    • 790 views
    • 
    • Guest
    • April 19, 2010

34. Use of carryover balance

    By Guest student_actuary, September 9, 2009
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 9, 2009

35. Use of Carryover Balance for Quarterly Contribution

    By Dinosaur, June 2, 2009
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • June 3, 2009

36. Use of Credit Balance to Offset MRC and Quarterlies

    By Andy the Actuary, October 25, 2010
    • 3 replies
    • 1.3k views
    • 
    • My 2 cents
    • October 29, 2010

37. Use of Credit Balances

    By Dougsbpc, January 26, 2009
    • 2 replies
    • 1k views
    • 
    • Penman2006
    • January 26, 2009

38. use of EGTRRA 401(a)(17) limit in frozen DB Plan

    By EGB, February 22, 2002
    • 6 replies
    • 2k views
    • 
    • EGB
    • February 25, 2002

39. Use of FSA 2007

    By Andy the Actuary, March 23, 2008
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • March 24, 2008

40. Use of Full Yield Curve

    By Dougsbpc, January 29, 2010
    • 0 replies
    • 819 views
    • 
    • Dougsbpc
    • January 29, 2010

41. Use of Full Yield Curve

    By Dougsbpc, December 11, 2009
    • 6 replies
    • 2k views
    • 
    • Effen
    • December 16, 2009

42. Use of MAP-21 Rates for High-25 Restriction

    By KimberlyC, January 9, 2013   

    • MAP-21 Rates
    • High -25 restriction
    • 2 replies
    • 2.4k views
    • 
    • KimberlyC
    • January 9, 2013

43. use of s corp to solve earned income limitation

    By Draper55, December 9, 2010
    • 0 replies
    • 843 views
    • 
    • Draper55
    • December 9, 2010

44. User Fee

    By Penman2006, January 17, 2006
    • 0 replies
    • 1.2k views
    • 
    • Penman2006
    • January 17, 2006

45. User fee exemption for DB Plans on 5300 filing?

    By Dennis Povloski, January 22, 2010
    • 2 replies
    • 1.4k views
    • 
    • Dennis Povloski
    • January 22, 2010

46. User Fee for 2 Minimum Funding Waiver Requests

    By Guest Matt123, January 23, 2014
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 23, 2014

47. USERRA

    By BTG, February 3, 2010
    • 1 reply
    • 1.3k views
    • 
    • BTG
    • February 5, 2010

48. USERRA - a little OT

    By mwyatt, January 24, 2003
    • 10 replies
    • 2.4k views
    • 
    • QDROphile
    • January 28, 2003

49. USERRA & service credit in pension plan

    By benefitsguru, June 8, 2015
    • 6 replies
    • 1.8k views
    • 
    • Fielding Mellish
    • January 16, 2016

50. USERRA and Vietnam Service

    By Effen, August 30, 2004
    • 7 replies
    • 2.1k views
    • 
    • Effen
    • September 1, 2004