Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 94 GAR Sex distinct Annuity Purchase Rates

   By No Name, July 10, 2005
   • 32 replies
   • 11.3k views
   • 
   • No Name
   • July 15, 2005

2. A real problem

   By rblum50, January 13
   • 1 reply
   • 53 views
   • 
   • david rigby
   • Wednesday at 11:09 AM

3. A Strange Benefit Formula

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

4. A Strange Result

   By Andy the Actuary, November 15, 2012
   • 2 replies
   • 982 views
   • 
   • Andy the Actuary
   • November 15, 2012

5. A Twist on the DB/DC Combined Limit

   By Guest erisafried, May 23, 2007
   • 14 replies
   • 2.3k views
   • 
   • AndyH
   • July 11, 2007

6. A US DB plan holds Canadian real estate

   By katieinny, June 27, 2007
   • 18 replies
   • 3k views
   • 
   • John Feldt ERPA CPC QPA
   • June 28, 2007

7. a4 Combo Testing in Yr of Plan Term

   By Cloudy, June 9, 2015
   • 0 replies
   • 735 views
   • 
   • Cloudy
   • June 9, 2015

8. Abatement of 4971 Tax

   By Guest merlin, April 14, 2003
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • April 14, 2003

9. ABO and CL for backloaded cash balance plans

   By Guest Mike Melnick, June 2, 2003
   • 7 replies
   • 2.7k views
   • 
   • Guest
   • June 11, 2003

10. ABPT - Appropriate Compensation

    By LIBOR, October 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • LIBOR
    • October 15, 2004

11. Abusive Cash Balance formulas

    By wsp, March 21, 2007
    • 13 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 23, 2007

12. Academy Bylaw changes

    By Effen, November 1, 2018
    • 7 replies
    • 977 views
    • 
    • Effen
    • November 13, 2018

13. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026, September 23, 2022
    • 8 replies
    • 3.1k views
    • 
    • truphao
    • September 28, 2022

14. accounting for cash balance plans

    By Guest Paul Miller, November 18, 1998
    • 1 reply
    • 2.6k views
    • 
    • richard
    • November 18, 1998

15. Accred to Date Testing

    By dmb, March 31, 2004
    • 1 reply
    • 1k views
    • 
    • AndyH
    • March 31, 2004

16. Accrual classes by name

    By John Feldt ERPA CPC QPA, November 2, 2010
    • 0 replies
    • 989 views
    • 
    • John Feldt ERPA CPC QPA
    • November 2, 2010

17. Accrual in Year of Termination

    By Dougsbpc, May 21, 2012
    • 3 replies
    • 1k views
    • 
    • Dougsbpc
    • May 23, 2012

18. Accrual of benefits

    By FAPInJax, January 29, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 29, 2003

19. Accrual of Benefits after age 70 1/2 - actuarial increase

    By AndyH, February 5, 2015
    • 13 replies
    • 8.4k views
    • 
    • My 2 cents
    • February 16, 2016

20. Accrual of Benefits after going into pay status

    By Guest Dayon, August 30, 2001
    • 2 replies
    • 2.4k views
    • 
    • MGB
    • August 31, 2001

21. Accrual of Benefits under Elapsed Time

    By CharlesLeggette, May 13, 2016
    • 29 replies
    • 4.9k views
    • 
    • Mike Preston
    • May 20, 2016

22. Accrual of Maximum Benefit

    By Guest PensionNW, August 20, 2003
    • 5 replies
    • 1.8k views
    • 
    • MGB
    • August 26, 2003

23. Accrual Rate - Post Age 65 participant

    By Guest Mike Spickard, December 22, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 22, 2003

24. accrual requirements

    By John Feldt ERPA CPC QPA, February 28, 2011
    • 2 replies
    • 1.5k views
    • 
    • QNPG
    • February 28, 2011

25. Accrual rules - new plan

    By AndyH, December 22, 2010
    • 6 replies
    • 1.2k views
    • 
    • AndyH
    • December 23, 2010

26. Accrual Years after unfreezing of benefits

    By Guest DavidB, January 19, 2000
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • January 19, 2000

27. accruals and plan freeze

    By Gary, June 13, 2012
    • 9 replies
    • 1.8k views
    • 
    • ScottR
    • June 13, 2012

28. Accruals and Testing

    By retbenser, August 15, 2013
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • August 15, 2013

29. Accruals Beyond NRA and 70 1/2 Distributions

    By Guest BMeyer, October 7, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 7, 1999

30. accruals reduced going forward

    By SSRRS, October 22, 2021
    • 11 replies
    • 1.2k views
    • 
    • JM
    • October 27, 2021

31. Accrued Benefit

    By ac, September 16, 2004
    • 8 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • September 16, 2004

32. Accrued Benefit - After NRA

    By Guest Heather_PA, December 11, 2012
    • 3 replies
    • 1.3k views
    • 
    • Hojo
    • December 14, 2012

33. Accrued Benefit - Cash Balance Plan

    By Guest skc, July 23, 2008
    • 8 replies
    • 2.4k views
    • 
    • AndyH
    • July 25, 2008

34. Accrued Benefit - Late Retirement

    By JBones, February 15, 2011
    • 5 replies
    • 2k views
    • 
    • SoCalActuary
    • April 19, 2011

35. Accrued Benefit After Full Pre-Ret Dist.

    By Guest Don N, June 6, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 6, 2000

36. Accrued Benefit Calculation High 5 of last 10

    By emmetttrudy, September 21, 2010
    • 16 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • September 24, 2010

37. Accrued Benefit comparisons

    By Guest CuriousEmployee, January 11, 2014
    • 13 replies
    • 5k views
    • 
    • Guest
    • January 15, 2014

38. Accrued Benefit Decreases?

    By carrots, March 8, 2010
    • 3 replies
    • 2.1k views
    • 
    • David MacLennan
    • March 9, 2010

39. Accrued benefit in 412(i) plan as part of a combo arrangement

    By Guest ActuaryWannabe, April 2, 2004
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • April 3, 2004

40. Accrued Benefit in Cash Balance Plan

    By Gary, June 16, 1999
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • June 16, 1999

41. Accrued benefit statement upon DB accrued benefit statement upon plan

    By alexa, May 31, 2002
    • 5 replies
    • 2.1k views
    • 
    • alexa
    • June 1, 2002

42. Accrued Benefit Sweetener Prior to Plan Freeze

    By LIBOR, June 22, 2004
    • 4 replies
    • 1.1k views
    • 
    • LIBOR
    • June 22, 2004

43. accrued benefit under cash balance plan

    By Gary, February 10, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 15, 2002

44. Accrued Benefits

    By Guest jjm, February 10, 2012
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • February 15, 2012

45. Accrued Dividends

    By Pension RC, April 29, 2020
    • 2 replies
    • 746 views
    • 
    • david rigby
    • April 30, 2020

46. Accrued Interest

    By Andy the Actuary, May 24, 2011
    • 7 replies
    • 2.1k views
    • 
    • SoCalActuary
    • May 25, 2011

47. Accrued to date general testing method- fixes in event of failure

    By AndyH, December 1, 2003
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • December 2, 2003

48. Accrued to Date Method - Testing Service

    By Guest Scott McHenry, September 30, 2002
    • 1 reply
    • 2.4k views
    • 
    • AndyH
    • October 2, 2002

49. Accrued To Date Testing

    By Cloudy, July 6, 2016
    • 2 replies
    • 852 views
    • 
    • Cloudy
    • July 6, 2016

50. accrued to date testing with sep plan

    By Draper55, December 7, 2005
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • December 8, 2005