Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Where do I find Social Security Covered Compensation Taxable Wage Base

   By Guest, May 18, 2000
   • 6 replies
   • 4.1k views
   • 
   • Guest
   • June 2, 2000

2. Where do i find the 1970 GA Mortality table. ?

   By Guest J. Dan Brown, March 29, 2001
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • April 4, 2001

3. Where Do You Find 1.430(f)-1(c)

   By Andy the Actuary, April 28, 2008
   • 3 replies
   • 1.3k views
   • 
   • SoCalActuary
   • April 28, 2008

4. Where to FedEx Form 5558?

   By ScottR, July 13, 2010
   • 9 replies
   • 7.3k views
   • 
   • Blinky the 3-eyed Fish
   • July 27, 2010

5. Where to find info on pension plan's funding status

   By SMB, August 23, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • August 24, 2000

6. Where will the world be re 6/30 FAS158 discount rate?

   By tuni88, July 12, 2007
   • 16 replies
   • 2.7k views
   • 
   • Belgarath
   • July 25, 2007

7. Which conversion table?

   By david rigby, April 1, 2003
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • April 2, 2003

8. Which Current Liability?

   By Andy the Actuary, March 27, 2008
   • 3 replies
   • 1.2k views
   • 
   • flosfur
   • March 28, 2008

9. Which Employer takes 25% deduction

   By Rocha, July 7, 2023
   • 3 replies
   • 758 views
   • 
   • truphao
   • July 13, 2023

10. Which Form 5300 Do I Use?

    By Lame Duck, January 8, 2014
    • 1 reply
    • 1.7k views
    • 
    • Everett Moreland
    • January 9, 2014

11. Which governs, frozen accrued benefit or indexed 415 Dollar Limit?

    By David MacLennan, April 30, 2001
    • 5 replies
    • 2.6k views
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    • Guest
    • May 3, 2001

12. Which mortality table for 2007 lump sums?

    By tuni88, January 21, 2007
    • 13 replies
    • 2k views
    • 
    • FAPInJax
    • February 21, 2007

13. Which of these two board meeting actions constitutes an amendment that

    By Guest wwest, December 1, 1999
    • 2 replies
    • 1.4k views
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    • KJohnson
    • December 16, 1999

14. Which Plan Doc Applies

    By Guest jfreeborn, March 25, 2010
    • 4 replies
    • 1k views
    • 
    • david rigby
    • March 25, 2010

15. Which Plan Document Covers Employee

    By Guest jfreeborn, March 15, 2010
    • 2 replies
    • 813 views
    • 
    • SoCalActuary
    • March 15, 2010

16. Which salary to use when changing classifications

    By Guest g2njl@aol.com, September 21, 2007
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • September 24, 2007

17. Which stock counts in determining substantial owner status w/re: sufficiency waiver

    By Guest Mark Draa, February 7, 2005
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 9, 2005

18. whipsaw

    By Gary, April 30, 2002
    • 6 replies
    • 2.4k views
    • 
    • mbozek
    • May 1, 2002

19. Whipsaw Eliminated

    By Penman2006, September 20, 2006
    • 2 replies
    • 1.4k views
    • 
    • Penman2006
    • September 21, 2006

20. whipsaw question

    By ERISA25, August 14, 2009
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • January 25, 2011

21. who are participants for purposes of receiving the first annual funding notice no later than 120 days into 2009 (for the 2008 plan/calendar year)

    By gle318612, February 24, 2009
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 24, 2009

22. Who Are They Kidding?

    By Andy the Actuary, June 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • June 12, 2007

23. Who Becomes 100% Vested At Plan Termination

    By metsfan026, July 28, 2022
    • 4 replies
    • 3.7k views
    • 
    • AndyH
    • August 2, 2022

24. Who is a participant for F5500 C/R

    By VeryOldMan, December 27, 2019
    • 4 replies
    • 864 views
    • 
    • Mike Preston
    • December 28, 2019

25. Who is Janet Krueger?

    By Dave Baker, November 21, 2003
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • November 25, 2003

26. Who Must Get The 7.5% Gateway?

    By metsfan026, March 21, 2023
    • 13 replies
    • 3.7k views
    • 
    • metsfan026
    • May 8, 2023

27. Who should employee talk to about legality of a DB plan?

    By Guest CuriousEmployee, February 12, 2013
    • 16 replies
    • 2.2k views
    • 
    • Guest
    • February 25, 2013

28. Why 83 GAM considered a current table.

    By Gary, December 9, 2000
    • 0 replies
    • 1.6k views
    • 
    • Gary
    • December 9, 2000

29. Why Audit?

    By Andy the Actuary, September 17, 2008
    • 5 replies
    • 1.3k views
    • 
    • Kevin C
    • September 18, 2008

30. will 417e table affect lump sum payment from DB plan

    By Bob, April 29, 2024
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • April 30, 2024

31. Window for Partial Lump Sum from Cash Balance Plan

    By Guest ircreader, August 29, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 29, 2005

32. Wiping out bases due to ERISA FFL

    By dmb, November 4, 2005
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • November 4, 2005

33. withdrawal liability assumptions

    By Guest toubledea, November 1, 2006
    • 9 replies
    • 2.7k views
    • 
    • JanetM
    • November 3, 2006

34. Withdrawal Under ERISA 4063

    By Guest Grumpy456, July 14, 2008
    • 3 replies
    • 3.6k views
    • 
    • Effen
    • July 14, 2008

35. withdrawing from annuity fund

    By Guest JD698, July 23, 2002
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • July 23, 2002

36. Withhold tax in state of residence or state benefit earned?

    By Guest SueJ, November 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 3, 2003

37. Withholding

    By Guest pm01, July 14, 2008
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • July 14, 2008

38. Withholding Default on Roth IRA Elections

    By Andy the Actuary, April 29, 2008
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • April 29, 2008

39. Withholding for Local Taxation (market practice)

    By ERISA25, March 4, 2024
    • 4 replies
    • 808 views
    • 
    • Paul I
    • March 5, 2024

40. withholding on annuity payments.

    By himt4, February 15, 2005
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • February 17, 2005

41. Worked 500 but not 1000 - my only NHCE - Do I have to accrue a benefit

    By SoCalActuary, September 29, 2005
    • 5 replies
    • 1.6k views
    • 
    • could be me maybe not
    • October 3, 2005

42. worked in NH for 26 years, live in kansas now

    By boomo99, May 9, 2021
    • 9 replies
    • 837 views
    • 
    • Belgarath
    • January 5, 2022

43. Working Within the System to eliminate lump sums

    By Andy the Actuary, November 19, 2008
    • 16 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • November 20, 2008

44. Would Someone Please Check?

    By Andy the Actuary, March 8, 2009
    • 2 replies
    • 980 views
    • 
    • Andy the Actuary
    • March 9, 2009

45. Wouldn't PBGC coverage be a good thing for one participant Plans?

    By RayJJohnsonJr, May 4, 2012
    • 45 replies
    • 5.9k views
    • 
    • Guest
    • May 8, 2012

46. WRERA - Reliance on Prior Year AFTAP

    By emmetttrudy, November 2, 2009
    • 4 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 9, 2009

47. WRERA Amendment

    By Dougsbpc, February 17, 2009
    • 6 replies
    • 3.1k views
    • 
    • SoCalActuary
    • February 17, 2009

48. WRERA You Thinking the Same Way I Am?

    By Andy the Actuary, February 2, 2009
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • February 3, 2009

49. Wrong plan effective date on Form 5500

    By Pension RC, October 14, 2016
    • 8 replies
    • 1.9k views
    • 
    • jpod
    • October 18, 2016

50. Wtc

    By Guest Laura, September 24, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 25, 2001