Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. PBGC Plan Term Waiver

   By Blinky the 3-eyed Fish, August 23, 2002
   • 11 replies
   • 4.1k views
   • 
   • WDIK
   • July 20, 2005

2. A Strange Benefit Formula

   By Guest Max Power, December 3, 2003
   • 11 replies
   • 1.6k views
   • 
   • mwyatt
   • December 29, 2003

3. Minimum funding

   By FAPInJax, September 10, 2003
   • 11 replies
   • 1.9k views
   • 
   • rcline46
   • September 11, 2003

4. Company makes pension calculation mistake in favor of former employees

   By Gary, July 29, 1999
   • 11 replies
   • 3.6k views
   • 
   • Guest
   • April 18, 2001

5. Deductibility of Contribution of funding liability on termination of d

   By Guest Star Seeker, July 31, 2001
   • 11 replies
   • 2.3k views
   • 
   • Guest
   • August 6, 2001

6. DB plan pays a $1,000 "death benefit" to a beneficiary desig

   By Guest beth beaube, July 19, 1999
   • 11 replies
   • 2.4k views
   • 
   • Guest
   • July 30, 1999

7. DB Plan and SEP

   By emmetttrudy, January 27, 2010
   • 11 replies
   • 2k views
   • 
   • Andy the Actuary
   • January 27, 2010

8. Payout while benefits are restricted

   By Guest GMP, November 25, 2009
   • 11 replies
   • 1.7k views
   • 
   • Guest
   • December 1, 2009

9. Underfunded Frozen PBGC Plan

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

10. Actuarial Designations

    By Blinky the 3-eyed Fish, January 15, 2002
    • 11 replies
    • 3.2k views
    • 
    • LIBOR
    • January 31, 2002

11. Plan freeze and 401(a)(26)

    By rcline46, October 28, 2008
    • 11 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • October 29, 2008

12. Final Schedule SB for Terminated Plan

    By emmetttrudy, May 12, 2009
    • 10 replies
    • 6.8k views
    • 
    • Guest
    • June 9, 2009

13. cash balance Plans

    By mlp0816, February 26, 2010
    • 10 replies
    • 3.7k views
    • 
    • Effen
    • March 1, 2010

14. Are actuarial increases beyone NRA required under a frozen DB plan

    By YankeeFan, January 16, 2008
    • 10 replies
    • 5.3k views
    • 
    • ak2ary
    • January 17, 2008

15. Practical Import of AFTAP <60%

    By Guest merlin, December 16, 2008
    • 10 replies
    • 2.3k views
    • 
    • dmb
    • January 16, 2009

16. Overfunded Union Plan - how to terminat/merge/convert?

    By Guest Dressageho, April 15, 2009
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • April 21, 2009

17. AFTAP -- Frequently A Total Waste of Time

    By Andy the Actuary, July 15, 2010
    • 10 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • July 16, 2010

18. 404 Maximum deductions

    By Gary, July 18, 2005
    • 10 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2005

19. Lied about being married and started a QJSA

    By CintiTwo, June 29, 2022
    • 10 replies
    • 1.7k views
    • 
    • Luke Bailey
    • July 4, 2022

20. The January 2004 CL rate is:

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

21. Distributions in a terminating plan

    By emmetttrudy, March 15, 2012
    • 10 replies
    • 2k views
    • 
    • Andy the Actuary
    • March 16, 2012

22. Divorce

    By Guest pjb, September 18, 2002
    • 10 replies
    • 2.3k views
    • 
    • mbozek
    • September 20, 2002

23. Investment purchase of restaurant

    By Gary, August 11, 2010
    • 10 replies
    • 1.6k views
    • 
    • SoCalActuary
    • September 7, 2010

24. Life Insurance IN a DB Plan but Participant is Uninsurable

    By emmetttrudy, July 15, 2009
    • 10 replies
    • 1.6k views
    • 
    • SoCalActuary
    • August 4, 2009

25. Actuarial Tables for Same-Sex Spouses

    By HCE, August 17, 2021
    • 10 replies
    • 1.1k views
    • 
    • Effen
    • August 30, 2021

26. Negotiation with the IRS

    By Guest flogger, June 23, 2004
    • 10 replies
    • 2k views
    • 
    • mbozek
    • June 25, 2004

27. Coverage question

    By FAPInJax, July 19, 2005
    • 10 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 20, 2005

28. Demutualization Proceeds on Terminated Plans

    By MGB, February 5, 2002
    • 10 replies
    • 4k views
    • 
    • Guest
    • June 7, 2002

29. large plan valuations administration

    By Guest lip, March 26, 2009
    • 10 replies
    • 1.7k views
    • 
    • Ron Snyder
    • April 8, 2009

30. Compensation Used For EBAR Calculation

    By metsfan026, February 18, 2022
    • 10 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 22, 2022

31. FASB & Moody's

    By Andy the Actuary, March 21, 2008
    • 10 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • March 24, 2008

32. Takeover Plan

    By Andy the Actuary, August 14, 2009
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • May 4, 2010

33. Pension Attorney Referral--

    By VeryOldMan, May 21, 2020
    • 10 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • September 25, 2020

34. (100%/150% CL minus assets) Deduction Limit

    By flosfur, October 13, 2007
    • 10 replies
    • 1.7k views
    • 
    • flosfur
    • December 13, 2007

35. Valuing Optional Lump Sum Benefits under PPA

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

36. Determination Letter New Plan

    By Gary, August 14, 2009
    • 10 replies
    • 1.6k views
    • 
    • Gary
    • August 18, 2009

37. COPA - Who/why are they?

    By Effen, November 29, 2005
    • 10 replies
    • 2.5k views
    • 
    • Effen
    • January 11, 2006

38. QSLOB late filing

    By Guest waltz52, October 6, 2005
    • 10 replies
    • 3.7k views
    • 
    • could be me maybe not
    • November 3, 2005

39. Reporting an Actuary to the ABCD

    By Rball4, February 12, 2014
    • 10 replies
    • 3k views
    • 
    • My 2 cents
    • February 18, 2014

40. Model Section 436 Amendment Language?

    By rocknrolls2, November 5, 2009
    • 10 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 15, 2009

41. IR Notice 2015-53 (2016 Mortality Tables)

    By mwyatt, July 31, 2015
    • 10 replies
    • 5.5k views
    • 
    • Andy the Actuary
    • August 4, 2015

42. Increased Retirement Age

    By Dougsbpc, September 17, 2007
    • 10 replies
    • 1.6k views
    • 
    • Mike Preston
    • September 18, 2007

43. Guidance on waiver of 2009 minimum required distributions

    By Guest HRAdvisor, June 18, 2009
    • 10 replies
    • 1.2k views
    • 
    • Slider
    • June 19, 2009

44. Unterminating DB - PBGC covered

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

45. IRS Audit - excluding a class of employees

    By Guest Mike Spickard, December 2, 2004
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • December 7, 2004

46. Multiple Crediting Rates

    By John Feldt ERPA CPC QPA, February 17, 2014   

    • crediting rates
    • interest rate credit
    • 10 replies
    • 1.7k views
    • 
    • david rigby
    • February 20, 2014

47. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall, April 23, 2008
    • 10 replies
    • 31.9k views
    • 
    • My 2 cents
    • May 5, 2017

48. Loans Against Defined Benefit Plan?

    By lmsmedley, November 15, 2019
    • 10 replies
    • 4.9k views
    • 
    • M_2015
    • June 13

49. Huge increase in plan contribution due to investment losses during pandemic

    By rblum50, March 29, 2023
    • 10 replies
    • 832 views
    • 
    • gc@chimentowebb.com
    • March 31, 2023

50. 417(e) Mortality Table

    By abanky, November 13, 2007
    • 10 replies
    • 5.2k views
    • 
    • Mike Preston
    • November 20, 2007