Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Waiver of Participation

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

2. waiver of premium

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

3. Waiver of QPSA

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

4. 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

5. Waivers of the Minimum Funding Standard

   By jwallace, March 6, 2002
   • 1 reply
   • 1.3k views
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   • david rigby
   • March 6, 2002

6. Waiving Benefits by Shareholders

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

7. Waiving benefits for funding and termination

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

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

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

9. Warrant Exercises in a Cash Balance Plan

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

10. Watch It, Gotcha

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

11. Way to confirm enrolment of actuary?

    By AndyH, March 28, 2006
    • 27 replies
    • 8.7k views
    • 
    • SoCalActuary
    • April 7, 2006

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

    By HKSUN, June 24, 2020
    • 12 replies
    • 1.8k views
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    • Mike Preston
    • June 29, 2020

13. We need a part-time actuary

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

14. Web based Defined Benefit Valuation software

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

15. Webcast concerns

    By SoCalActuary, September 27, 2006
    • 0 replies
    • 1.1k views
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    • SoCalActuary
    • September 27, 2006

16. Weighted Average Retirement Age on Schedule B

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

17. 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

18. Welfare Plan to Borrow Money from Pension Plan

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

19. What a Mess ! AFTAP

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

20. What are 'correct' assets for funding?

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

21. What are maximum benefit limits for older ages

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

22. 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

23. 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

24. What defines a retirement plan account?

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

25. 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

26. 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

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

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

28. What Hath God Wrought?

    By Andy the Actuary, May 15, 2008
    • 1 reply
    • 1.1k views
    • 
    • mwyatt
    • May 16, 2008
29. What if a lull in between employers medical and Medicare A&B

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

30. What is a "cash-balance plan?

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

31. What is a "contributory defined benefit plan"

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

32. What is a 414(k) account?

    By Guest, January 12, 2001
    • 1 reply
    • 13.3k views
    • 
    • David MacLennan
    • January 14, 2001

33. What Is A Plan Termination

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

34. What is a Shortfall?

    By Calavera, September 29, 2008
    • 16 replies
    • 4.3k views
    • 
    • Andy the Actuary
    • March 14, 2009

35. 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

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

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

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

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

38. What is included in Compensation

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

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

    By tuni88, September 30, 2008
    • 8 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • October 2, 2008

40. What is my lump sum?

    By JBones, January 18, 2010
    • 4 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • January 20, 2010

41. What is NRD when employee hired after NRD?

    By david rigby, August 23, 2005
    • 8 replies
    • 3.7k views
    • 
    • david rigby
    • August 24, 2005

42. What is PBGC mortality table?

    By Gary, November 7, 2000
    • 0 replies
    • 3.1k views
    • 
    • Gary
    • November 7, 2000

43. What is protected when the benefit is based on social security covere

    By Guest meggie, April 17, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 19, 2001

44. What Is Quarterly Contribution

    By Andy the Actuary, June 23, 2009
    • 5 replies
    • 2k views
    • 
    • Mike Preston
    • July 2, 2009

45. What is reasonable COLA assumption for lump sum

    By Gary, June 29, 2000
    • 3 replies
    • 2.6k views
    • 
    • david rigby
    • June 30, 2000

46. What is status of potential RPA rate changes?

    By Effen, March 4, 2004
    • 8 replies
    • 1.3k views
    • 
    • david rigby
    • March 8, 2004

47. What is the 415 limit based on prior plan distribution

    By Jakyasar, August 21, 2023
    • 9 replies
    • 1.4k views
    • 
    • Calavera
    • August 22, 2023

48. What is the absolute maximum DBA value allowed at 65

    By Guest doc1962, May 1, 2012
    • 7 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 2, 2012

49. What Is the Accrued Benefit

    By Andy the Actuary, June 23, 2010
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 24, 2010

50. What is the age 65, immediate annuity to lump sum conversion factor as

    By JDuns, July 19, 2002
    • 8 replies
    • 7k views
    • 
    • Mike Preston
    • July 23, 2002