Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. QJSA - Disability Auxiliary Benefit

   By RTK, October 6, 2004
   • 1 reply
   • 3k views
   • 
   • JPE
   • February 19, 2019

2. Underpayments

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

3. Accured Benefit on Plan effective date

   By flosfur, March 30, 2004
   • 25 replies
   • 3k views
   • 
   • AndyH
   • April 20, 2004

4. Treatment of Funding Deficiency

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

5. COLAs

   By DTH, October 14, 2004
   • 8 replies
   • 3k views
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   • MGB
   • October 18, 2004

6. present value of nonqualified DB benefit for FICA tax

   By Guest Keith N, June 8, 2001
   • 7 replies
   • 3k views
   • 
   • Guest
   • June 11, 2001

7. PPA Amendment

   By Gary, October 19, 2009
   • 19 replies
   • 3k views
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   • mwyatt
   • October 23, 2009

8. Top Heavy COmbined Test DB/DC

   By emmetttrudy, April 6, 2010
   • 6 replies
   • 3k views
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   • emmetttrudy
   • June 18, 2010

9. AFTAP and new plan

   By Guest Sus95, March 25, 2008
   • 14 replies
   • 3k views
   • 
   • Blinky the 3-eyed Fish
   • March 27, 2008

10. lump sum amendment after plan term?

    By Guest Sus95, October 15, 2008
    • 8 replies
    • 3k views
    • 
    • Guest
    • October 16, 2008

11. Frequent Plan Amendments

    By richard, August 24, 1999
    • 6 replies
    • 3k views
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    • SoCalActuary
    • September 23, 1999

12. Qualified Plan Distributions

    By Gary, August 20, 2008
    • 14 replies
    • 3k views
    • 
    • mwyatt
    • August 22, 2008

13. Deductible pension plan contributions

    By Gary, June 27, 2006
    • 12 replies
    • 3k views
    • 
    • SoCalActuary
    • July 6, 2006

14. FASB liability on balance sheet

    By FAPInJax, July 13, 2006
    • 12 replies
    • 3k views
    • 
    • SoCalActuary
    • July 18, 2006

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

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

16. partial plan termination???

    By Guest Dan Shea, October 2, 1998
    • 2 replies
    • 3k views
    • 
    • david rigby
    • October 3, 1998

17. Lump Sum Window

    By BTG, February 1, 2022
    • 16 replies
    • 3k views
    • 
    • CuseFan
    • February 3, 2022

18. Offset Plan

    By Gary, May 25, 2003
    • 8 replies
    • 3k views
    • 
    • mbozek
    • May 29, 2003

19. FASB 87 Measurement Date

    By Guest Marino13, August 11, 2003
    • 8 replies
    • 3k views
    • 
    • david rigby
    • August 11, 2003

20. Cash Balance- 414(k)

    By Randy Watson, October 25, 2011
    • 1 reply
    • 3k views
    • 
    • mbozek
    • October 25, 2011

21. QDROs and IRC 415

    By richard, February 20, 1999
    • 3 replies
    • 3k views
    • 
    • Guest
    • February 24, 1999

22. Protected Benefits & PIA Offset DB Plan

    By Guest Grumpy456, August 4, 2006
    • 1 reply
    • 2.9k views
    • 
    • david rigby
    • August 4, 2006

23. Maximum Tax-deductible Contribution

    By Guest Beth Wright, March 20, 2002
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • March 20, 2002

24. Hybrid DB/DC Plan

    By Guest JJacobson, October 9, 1998
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • October 9, 1998

25. 412i or Not?

    By Guest merlin, April 21, 2006
    • 17 replies
    • 2.9k views
    • 
    • Guest
    • May 4, 2006

26. AFTAP post plan term date

    By dmb, June 14, 2010
    • 6 replies
    • 2.9k views
    • 
    • dmb
    • June 14, 2010

27. In-service Distribution

    By retbenser, March 14, 2013
    • 5 replies
    • 2.9k views
    • 
    • Andy the Actuary
    • March 14, 2013

28. Normal retirement age and accruals

    By Gary, December 20, 2004
    • 16 replies
    • 2.9k views
    • 
    • mbozek
    • December 23, 2004

29. Can terminating plan make special funding contribution?

    By Guest davesbpc, August 19, 2005
    • 16 replies
    • 2.9k views
    • 
    • AndyH
    • December 5, 2005

30. QJSA Rules and New BCD

    By Guest Hawkeye, June 6, 2011
    • 1 reply
    • 2.9k views
    • 
    • Andy the Actuary
    • June 7, 2011

31. Final Form 5500EZ

    By Gary, August 5, 2008
    • 7 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2008

32. Notice of Plan Benefits

    By Just Me, March 15, 2005
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • March 16, 2005

33. Pension Funding Equity Act

    By Gary, July 8, 2004
    • 17 replies
    • 2.9k views
    • 
    • Guest
    • November 19, 2004

34. PPA Restatement Deadlines

    By Pension RC, March 7, 2016
    • 2 replies
    • 2.9k views
    • 
    • GMK
    • March 7, 2016

35. AFTAP

    By Effen, October 2, 2009
    • 13 replies
    • 2.9k views
    • 
    • Mike Preston
    • October 5, 2009

36. Exemption from New Shortfall Base Versus Early Deemed Amortization Upon Attainment of Funding Target

    By Guest Jcarolan, October 28, 2009
    • 1 reply
    • 2.9k views
    • 
    • Andy the Actuary
    • October 28, 2009

37. Model Section 436 Amendment Language?

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

38. LLC compensation issues

    By dmb, September 13, 2004
    • 12 replies
    • 2.9k views
    • 
    • E as in ERISA
    • September 15, 2004

39. lump sum versus monthly payments?

    By Lori H, December 10, 2003
    • 9 replies
    • 2.9k views
    • 
    • mwyatt
    • December 13, 2003

40. IRC 7520 Mortality Table

    By JAY21, June 7, 2004
    • 2 replies
    • 2.9k views
    • 
    • JAY21
    • June 8, 2004

41. Underfunded Plan Spinoff

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

42. 412(c)(8) amendment (or as redesignated, 412(d)(2))

    By Belgarath, July 13, 2007
    • 7 replies
    • 2.9k views
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    • SoCalActuary
    • July 13, 2007

43. What is a "contributory defined benefit plan"

    By Guest Ronald, April 28, 1999
    • 1 reply
    • 2.9k views
    • 
    • david rigby
    • April 29, 1999

44. Real Estate investment

    By flosfur, December 22, 2005
    • 8 replies
    • 2.9k views
    • 
    • SoCalActuary
    • December 27, 2005

45. JNJ Stocks & 401K

    By Guest rpescev, September 30, 1998
    • 1 reply
    • 2.9k views
    • 
    • Lorraine Dorsa
    • October 9, 1998

46. Aggregate funding

    By FAPInJax, September 25, 2002
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • October 7, 2002

47. Normal Retirement Age Amendment - Need help

    By amoy, March 19, 2015
    • 9 replies
    • 2.9k views
    • 
    • Effen
    • March 20, 2015

48. Top 25 lump sum restrictions under 1.401(a)(4)-5(b)(3)

    By Guest MJ1, January 17, 2011
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • January 18, 2011

49. Distribution of 415(b)(4) de minimis $10,000 benefit

    By Guest saeissler, April 23, 2007
    • 4 replies
    • 2.9k views
    • 
    • David MacLennan
    • April 25, 2007

50. Lump Sum conversion to immediate J&S

    By JAY21, November 15, 2004
    • 7 replies
    • 2.9k views
    • 
    • MGB
    • November 16, 2004