Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. waiver of accrued benefit

   By Guest lip, April 12, 2009
   • 2 replies
   • 1.2k views
   • 
   • ScottR
   • April 16, 2009

2. Waiver of Benefits

   By Madison71, May 8, 2013
   • 4 replies
   • 4.7k views
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   • Doghouse
   • May 9, 2013

3. Waiver of Benefits

   By Gary, February 17, 2009
   • 20 replies
   • 6.8k views
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   • Mike Preston
   • December 23, 2016

4. Waiver of Benefits Sample Form Needed

   By nancy, December 4, 2003
   • 8 replies
   • 6.1k views
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   • Mike Preston
   • December 5, 2003

5. Waiver of Benefits under a DB Plan

   By Guest EMM118, October 2, 2006
   • 7 replies
   • 2.2k views
   • 
   • SteveH
   • October 3, 2006

6. Waiver of Benefits under a DB Plan

   By Guest EMM118, September 8, 2006
   • 1 reply
   • 1k views
   • 
   • SoCalActuary
   • September 8, 2006

7. waiver of benefits upon lplan termination

   By thepensionmaven, April 9, 2008
   • 20 replies
   • 5.3k views
   • 
   • Mike Preston
   • April 18, 2008

8. Waiver of Funding Deficiency and the AFR

   By Guest dmdoug, November 3, 2004
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • November 3, 2004

9. Waiver of IRS LOD Filing Fee and startup plan tax credit

   By CharlesLeggette, August 1, 2013
   • 2 replies
   • 1.3k views
   • 
   • rcline46
   • August 1, 2013

10. Waiver of JS in 1994

    By Guest SMazliah, October 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 16, 2001

11. Waiver of Minimum Funding Standard

    By LIBOR, February 26, 2004
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • February 27, 2004

12. Waiver of Participation

    By Guest pension222, November 12, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 12, 2002

13. waiver of premium

    By goldtpa, March 13, 2003
    • 0 replies
    • 1k views
    • 
    • goldtpa
    • March 13, 2003

14. Waiver of QPSA

    By Guest Karens, December 20, 1999
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • December 20, 1999

15. Waiver/Forfeit by Owner of Benefits on Plan TM

    By Guest Pete Joachim, May 18, 2011
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • May 18, 2011

16. Waivers of the Minimum Funding Standard

    By jwallace, March 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 6, 2002

17. Waiving Benefits by Shareholders

    By Guest Rob Kobrine, June 6, 2005
    • 10 replies
    • 1.7k views
    • 
    • GBurns
    • June 8, 2005

18. Waiving benefits for funding and termination

    By Guest flogger, March 24, 2004
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • March 25, 2004

19. Waiving benefits like you just don't care.

    By Blinky the 3-eyed Fish, March 18, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • March 19, 2004

20. Warrant Exercises in a Cash Balance Plan

    By Dawn Marlar, February 25, 2021
    • 2 replies
    • 655 views
    • 
    • CuseFan
    • February 25, 2021

21. Watch It, Gotcha

    By Andy the Actuary, July 2, 2009
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • July 7, 2009

22. Way to confirm enrolment of actuary?

    By AndyH, March 28, 2006
    • 27 replies
    • 8.8k views
    • 
    • SoCalActuary
    • April 7, 2006

23. Ways to digest DB/CB plan overfunding after NRA

    By HKSUN, June 24, 2020
    • 12 replies
    • 1.9k views
    • 
    • Mike Preston
    • June 29, 2020

24. We need a part-time actuary

    By Guest GMP, December 29, 2008
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • December 29, 2008

25. Web based Defined Benefit Valuation software

    By thepensionmaven, January 19, 2012
    • 5 replies
    • 1.4k views
    • 
    • thepensionmaven
    • February 20, 2012

26. Webcast concerns

    By SoCalActuary, September 27, 2006
    • 0 replies
    • 1.2k views
    • 
    • SoCalActuary
    • September 27, 2006

27. Weighted Average Retirement Age on Schedule B

    By mming, July 12, 2001
    • 2 replies
    • 2.4k views
    • 
    • mming
    • July 12, 2001

28. Welfare Plan Cost of Insurance (I know this is a DB board)

    By Gary, February 4, 2005
    • 7 replies
    • 1.7k views
    • 
    • Gary
    • July 25, 2005

29. Welfare Plan to Borrow Money from Pension Plan

    By Guest ooota, November 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • Ron Snyder
    • November 23, 2004

30. What a Mess ! AFTAP

    By Andy the Actuary, April 1, 2010
    • 6 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • April 2, 2010

31. What are 'correct' assets for funding?

    By FAPInJax, July 28, 2004
    • 8 replies
    • 1.7k views
    • 
    • FAPInJax
    • September 16, 2004

32. What are maximum benefit limits for older ages

    By RayJJohnsonJr, September 23, 2015
    • 6 replies
    • 1.1k views
    • 
    • Calavera
    • September 24, 2015

33. What are some of the typical cost of living adjustment (COLA) methods

    By PMC, October 18, 2000
    • 12 replies
    • 2.8k views
    • 
    • Mike Preston
    • May 1, 2002

34. What beginning DC account balance is allowed to be considered in a safe harbor DB floor offset?

    By Guest flogger, October 23, 2003
    • 4 replies
    • 1.2k views
    • 
    • WDIK
    • October 27, 2003

35. What defines a retirement plan account?

    By AndyH, May 22, 2019
    • 3 replies
    • 669 views
    • 
    • AndyH
    • May 22, 2019

36. What happens if the IRS does not issue a favorable determination letter?

    By katieinny, January 18, 2006
    • 10 replies
    • 3.5k views
    • 
    • GBurns
    • January 21, 2006

37. What happens to the non-deductible amounts under the 412 limitation?

    By Guest Gary A. Luing, December 2, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 2, 2002

38. What happens when a top hat plan participant is no longer eligible?

    By Guest newtobenefits, September 26, 2008
    • 0 replies
    • 915 views
    • 
    • Guest
    • September 26, 2008

39. What Hath God Wrought?

    By Andy the Actuary, May 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • mwyatt
    • May 16, 2008
40. What if a lull in between employers medical and Medicare A&B

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)

41. What is a "cash-balance plan?

    By Guest kdickel, June 17, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 30, 1999

42. What is a "contributory defined benefit plan"

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

43. What is a 414(k) account?

    By Guest, January 12, 2001
    • 1 reply
    • 13.5k views
    • 
    • David MacLennan
    • January 14, 2001

44. What Is A Plan Termination

    By Andy the Actuary, June 22, 2010
    • 2 replies
    • 990 views
    • 
    • Andy the Actuary
    • June 22, 2010

45. What is a Shortfall?

    By Calavera, September 29, 2008
    • 16 replies
    • 4.4k views
    • 
    • Andy the Actuary
    • March 14, 2009

46. What is compensation threshhold for HCE determination for plan year beginning 7/1/02?

    By Guest Marino13, December 1, 2003
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 2, 2003

47. What is considered an Affiliated Service Group for retirement plan issues.

    By Guest aincog, December 13, 2006
    • 1 reply
    • 989 views
    • 
    • Guest
    • December 13, 2006

48. What is cost to add a lump sum option?

    By tuni88, March 31, 2010
    • 9 replies
    • 1.5k views
    • 
    • tymesup
    • April 5, 2010

49. What is included in Compensation

    By Guest tholbert, August 15, 2001
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • August 15, 2001

50. What is most we can contribute to plan in 2008?

    By tuni88, September 30, 2008
    • 8 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • October 2, 2008