Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. USERRA requires that military service be treated as service for the em

   By Guest pensione, February 10, 2003
   • 1 reply
   • 996 views
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   • Guest
   • February 11, 2003

2. Using 401k deferrals in compensation

   By dan.jock, November 28, 2016
   • 2 replies
   • 637 views
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   • Mike Preston
   • November 28, 2016

3. using DB surplus assets to fund 401(k) match

   By Guest jdw, August 11, 1999
   • 1 reply
   • 1.9k views
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   • Guest
   • August 16, 1999

4. Using Prefunding Balance to Reduce MRC

   By emmetttrudy, September 3, 2010
   • 5 replies
   • 1.5k views
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   • emmetttrudy
   • September 3, 2010

5. Using Relius Web client and signing as service provider

   By Dinosaur, July 2, 2010
   • 2 replies
   • 1.3k views
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   • Dinosaur
   • July 6, 2010

6. Val Date chg to EOY for terminating plan

   By David MacLennan, January 10, 2003
   • 2 replies
   • 1.2k views
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   • David MacLennan
   • January 13, 2003

7. val reports and AFTAP certifications

   By Draper55, May 9, 2012
   • 3 replies
   • 1.4k views
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   • Mike Preston
   • May 9, 2012

8. Valaution & Sch B for the Year of Plan Termination

   By flosfur, August 10, 2004
   • 1 reply
   • 1k views
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   • Blinky the 3-eyed Fish
   • August 10, 2004

9. Valuation and Compensation

   By retbenser, June 28, 2010
   • 2 replies
   • 1.1k views
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   • SoCalActuary
   • June 28, 2010

10. Valuation Assets

    By JBones, September 20, 2010
    • 3 replies
    • 1.1k views
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    • JBones
    • September 20, 2010

11. Valuation Assets

    By Guest penman, May 29, 2003
    • 13 replies
    • 1.9k views
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    • ishi
    • June 4, 2003

12. Valuation assumptions

    By Gary, September 17, 2005
    • 5 replies
    • 1.8k views
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    • SoCalActuary
    • September 20, 2005

13. Valuation benefits

    By FAPInJax, August 15, 2003
    • 8 replies
    • 1.6k views
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    • mwyatt
    • August 19, 2003

14. valuation date - short CB plan year for termination

    By Bri, June 2, 2021
    • 4 replies
    • 1.2k views
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    • Calavera
    • June 3, 2021

15. Valuation date change

    By Guest Marino13, May 5, 2004
    • 5 replies
    • 2.2k views
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    • Blinky the 3-eyed Fish
    • May 6, 2004

16. Valuation date change - from eoy to boy

    By Howie Simon, July 6, 2020
    • 2 replies
    • 1.2k views
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    • C. B. Zeller
    • July 7, 2020

17. Valuation date question

    By mphs77, June 15, 2015
    • 2 replies
    • 1.1k views
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    • AndyH
    • June 16, 2015

18. valuation deadline

    By abanky, November 20, 2007
    • 5 replies
    • 1.1k views
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    • mwyatt
    • November 20, 2007

19. valuation for a frozen plan

    By abanky, March 3, 2009
    • 1 reply
    • 878 views
    • 
    • Effen
    • March 3, 2009

20. Valuation for a Terminated Plan

    By Blinky the 3-eyed Fish, October 7, 2005
    • 5 replies
    • 1.4k views
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    • AndyH
    • October 10, 2005

21. Valuation Funding; Lump Sum Assumed

    By JAY21, May 11, 2011
    • 6 replies
    • 1.6k views
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    • JAY21
    • May 12, 2011

22. Valuation of Alternative Investments

    By Guest rtdryer, March 19, 2009
    • 3 replies
    • 1.4k views
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    • Kevin C
    • March 27, 2009

23. valuation of interest rate guarantee

    By Guest kishorActuary, February 28, 2009
    • 4 replies
    • 1.1k views
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    • Guest
    • March 3, 2009

24. Valuation of Plans Pre-Merger

    By Guest blackacre, August 12, 2003
    • 4 replies
    • 1.1k views
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    • Guest
    • August 13, 2003

25. Valuations - Expected Form of Payment for HCEs

    By JAY21, February 18, 2010
    • 1 reply
    • 889 views
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    • SoCalActuary
    • February 18, 2010

26. Value of Insurance Contracts

    By AndyH, September 28, 2012
    • 4 replies
    • 1.4k views
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    • Bird
    • October 1, 2012

27. Value of Life Ins. for S412/404 assets

    By flosfur, December 6, 2007
    • 8 replies
    • 1.6k views
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    • Guest
    • December 13, 2007

28. Value of Life Insurance

    By Guest csk, March 2, 2004
    • 19 replies
    • 2.5k views
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    • Kirk Maldonado
    • March 5, 2004

29. Valuing a benefit for a divorce settlement

    By dmb, May 24, 2005
    • 5 replies
    • 1.5k views
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    • david rigby
    • May 24, 2005

30. valuing a benefit for QDRO

    By dmb, June 2, 2005
    • 8 replies
    • 1.6k views
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    • dmb
    • June 2, 2005

31. valuing a step ab

    By abanky, January 5, 2007
    • 0 replies
    • 1k views
    • 
    • abanky
    • January 5, 2007

32. Valuing Optional Lump Sum Benefits under PPA

    By flosfur, November 25, 2008
    • 10 replies
    • 2.7k views
    • 
    • flosfur
    • December 5, 2008

33. Valuing pension annuities using an annuity certain payable for life expectancy

    By Guest Navysalad, June 20, 2005
    • 14 replies
    • 3k views
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    • SoCalActuary
    • June 21, 2005

34. valuing plan freeze

    By Guest Kline28, October 25, 2002
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 25, 2002

35. Valuing Previous Distributions

    By JBones, May 13, 2013
    • 1 reply
    • 998 views
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    • Grendel77
    • May 14, 2013

36. Variable Annuities Not Meeting 415 Requirements

    By Ananda, April 4, 2022
    • 7 replies
    • 1.1k views
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    • AndyH
    • April 27, 2022

37. Variable Annuity DB Investment

    By Guest 692729, February 14, 2003
    • 5 replies
    • 1.3k views
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    • MGB
    • February 14, 2003

38. Variable Annuity Plan

    By AndyH, February 26, 2007
    • 0 replies
    • 1.4k views
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    • AndyH
    • February 26, 2007

39. Variable Defined Benefit Plan

    By Rai401k, August 11, 2010
    • 13 replies
    • 3.8k views
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    • david rigby
    • May 8, 2013

40. Variable Income DB Plans

    By PKB2055, March 21, 2023
    • 4 replies
    • 734 views
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    • PKB2055
    • April 19, 2023

41. Variable Rate Premiums

    By Guest Astro, January 25, 2006
    • 2 replies
    • 1.2k views
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    • SoCalActuary
    • January 26, 2006

42. Variable Rate Premiums

    By Guest jazzy, September 4, 2003
    • 4 replies
    • 1k views
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    • Effen
    • September 5, 2003

43. Verification that retirees are still living

    By ScottR, July 8, 2009
    • 5 replies
    • 1.2k views
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    • Andy the Actuary
    • July 9, 2009

44. Verifying Retirees are not Deceased

    By emmetttrudy, February 15, 2012
    • 4 replies
    • 1.4k views
    • 
    • emmetttrudy
    • February 15, 2012

45. Very high paid HCE, terminates, under 3 years and 401(a)(17) limit

    By John Feldt ERPA CPC QPA, April 9, 2021
    • 3 replies
    • 498 views
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    • John Feldt ERPA CPC QPA
    • April 13, 2021

46. Vested lump sum calculations

    By FAPInJax, November 15, 2007
    • 2 replies
    • 1.2k views
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    • tymesup
    • November 20, 2007

47. Vested Participant does not think they are eligible - Multiemployer pension plan

    By Robert B, August 8, 2024
    • 2 replies
    • 590 views
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    • Effen
    • August 8, 2024

48. Vested Terminations with Early Retirement Factors

    By jwb0323, December 29, 2015
    • 3 replies
    • 1.5k views
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    • My 2 cents
    • December 30, 2015

49. vested?

    By Guest mikeak, September 6, 2002
    • 4 replies
    • 1.4k views
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    • RTK
    • September 6, 2002

50. Vesting / Accrued Benefit

    By luissaha, June 1, 2016
    • 9 replies
    • 2.8k views
    • 
    • My 2 cents
    • June 2, 2016