Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Accrued-to-Date combo testing

   By John Feldt ERPA CPC QPA, April 30, 2008
   • 2 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • April 30, 2008

2. accruing a benefit before meeting a one-year wait for eligibility to participate in a cash balance plan

   By gle318612, May 12, 2014
   • 2 replies
   • 927 views
   • 
   • My 2 cents
   • May 12, 2014

3. Accruing the maximum 415 benefit (1/10)

   By John Feldt ERPA CPC QPA, October 18, 2007
   • 5 replies
   • 1.5k views
   • 
   • SoCalActuary
   • October 29, 2007

4. accum funding deficiency on plan termination

   By Guest Carol the Writer, May 18, 2006
   • 1 reply
   • 1.3k views
   • 
   • AndyH
   • May 18, 2006

5. accumulated funding deficiency - participant notice

   By Guest cde, September 8, 2004
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 8, 2004

6. Accumulated Reconciliation Account

   By FAPInJax, April 8, 2003
   • 6 replies
   • 1.5k views
   • 
   • MGB
   • April 9, 2003

7. Accured Benefit on Plan effective date

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

8. Acquiring overfunded DB plan

   By Guest pma, August 12, 1999
   • 3 replies
   • 1.5k views
   • 
   • Wessex
   • August 16, 1999

9. Acquiring Plan data

   By Gary, October 26, 2001
   • 2 replies
   • 1.3k views
   • 
   • Gary
   • October 26, 2001

10. Acquisition

    By truphao, October 30, 2020   

    • acquisition
    • 8 replies
    • 1.4k views
    • 
    • truphao
    • November 22, 2020

11. Active Participant in Professional Service Org.-PBGC

    By Dalai Pookah, May 26, 2020   

    • active participant
    • pbgc
    • (and 1 more)

      Tagged with:

      • active participant
      • pbgc
      • profession service
    • 7 replies
    • 2.4k views
    • 
    • AndyH
    • May 28, 2020

12. Active participant withdrawal from DC rollover in DB plan allowed?

    By Manatee, June 19, 2018   

    • rollover
    • withdrawal
    • 5 replies
    • 1.4k views
    • 
    • Draper55
    • July 6, 2018

13. Actual Rate of Return to Apply To PFB, FSCOB

    By Andy the Actuary, February 26, 2009
    • 4 replies
    • 1.9k views
    • 
    • flosfur
    • March 13, 2009

14. Actuarial adjustment for deferred benefits?

    By Guest RBeck, August 25, 2000
    • 3 replies
    • 2.1k views
    • 
    • flosfur
    • September 8, 2000

15. Actuarial Adjustment for late retirement

    By IhrtERISA, May 5, 2011
    • 1 reply
    • 1.6k views
    • 
    • SoCalActuary
    • May 5, 2011

16. actuarial assumed rates or return and discount rates @12/31/01

    By Guest Bill Drimel, December 12, 2001
    • 4 replies
    • 2.3k views
    • 
    • MGB
    • August 26, 2003

17. Actuarial Assumptions & Early Ret. Subsidies

    By LIBOR, October 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 4, 2001

18. Actuarial Assumptions and Post-Retirement Age Increases

    By mal, November 11, 2013
    • 2 replies
    • 1.8k views
    • 
    • My 2 cents
    • November 12, 2013

19. Actuarial Certification

    By Andy the Actuary, July 11, 2007
    • 7 replies
    • 1.3k views
    • 
    • SoCalActuary
    • July 12, 2007

20. Actuarial Certification

    By SheilaD, July 22, 2010
    • 0 replies
    • 1k views
    • 
    • SheilaD
    • July 22, 2010

21. Actuarial Designations

    By Blinky the 3-eyed Fish, January 15, 2002
    • 11 replies
    • 3.2k views
    • 
    • LIBOR
    • January 31, 2002

22. Actuarial Equivalance

    By Josette, February 3, 2023
    • 8 replies
    • 1.3k views
    • 
    • Effen
    • February 7, 2023

23. Actuarial Equivalence

    By Guest Retina, September 27, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 2004

24. actuarial equivalence

    By Gary, April 15, 2002
    • 11 replies
    • 4.3k views
    • 
    • MGB
    • April 17, 2002

25. actuarial equivalence

    By HiVi, November 22, 2010
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • November 23, 2010

26. actuarial equivalence

    By HiVi, August 25, 2009
    • 8 replies
    • 2.4k views
    • 
    • Mike Preston
    • August 26, 2009

27. Actuarial Equivalence

    By Guest Nini, February 12, 2007
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 14, 2007

28. Actuarial Equivalence

    By Penman2006, January 29, 2009
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • January 29, 2009

29. Actuarial Equivalence and 411(d)(6)

    By Guest KennyH, March 12, 2008
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 13, 2008

30. Actuarial Equivalence Defined

    By Guest Sabadee!, October 24, 2008
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • October 24, 2008

31. Actuarial Equivalence for Late Retirement on Employee Contributions

    By Guest crosseyedtester, October 9, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 13, 2003

32. Actuarial Equivalence Litigation

    By BTG, February 26, 2020
    • 3 replies
    • 661 views
    • 
    • Lois Baker
    • March 6, 2020

33. Actuarial Equivalence mortality table - interpretation of table descri

    By Gary, April 13, 2000
    • 2 replies
    • 2.8k views
    • 
    • david rigby
    • April 13, 2000

34. actuarial equivalence under 401(a)(9)(C)(iii) per SBJPA 96

    By Guest meggie, September 3, 2001
    • 3 replies
    • 2.5k views
    • 
    • MGB
    • September 4, 2001

35. Actuarial Equivalence, PPA

    By Guest DBStudentAct, February 27, 2009
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • December 4, 2009

36. Actuarial equivalency

    By Guest ABC, June 11, 2012
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • June 15, 2012

37. Actuarial Equivalent Benefits

    By Gary, September 11, 2000
    • 4 replies
    • 2.3k views
    • 
    • david rigby
    • September 12, 2000

38. actuarial equivalent of 415 limits

    By Guest tomc, April 25, 2008
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • April 25, 2008

39. Actuarial Fees Payable Out of Plan

    By Andy the Actuary, January 25, 2011
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • January 27, 2011

40. Actuarial firm in Indiana

    By MarZDoates, November 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 22, 2004

41. Actuarial Increase - Interest Only Or Interest and Mortality?

    By Guest merlin, September 15, 2006
    • 7 replies
    • 3.1k views
    • 
    • david rigby
    • September 19, 2006

42. Actuarial Increase After Freeze

    By Guest Don N, June 7, 2000
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • November 1, 2005

43. Actuarial increase after Normal Retirement Age

    By Guest ERISAphile, April 30, 2012
    • 8 replies
    • 14.5k views
    • 
    • Andy the Actuary
    • April 30, 2012

44. Actuarial Increase after Plan Termination

    By Guest DBStudentAct, November 11, 2010
    • 3 replies
    • 2k views
    • 
    • SoCalActuary
    • November 12, 2010

45. actuarial increase for actives past NRA

    By Bri, June 28, 2001
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • June 29, 2001

46. Actuarial Increase for late retirement

    By John Feldt ERPA CPC QPA, July 5, 2007
    • 4 replies
    • 6k views
    • 
    • ak2ary
    • July 6, 2007

47. Actuarial Increase for post-NRD in a frozen plan

    By TheBoxMan, January 10, 2018
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • January 10, 2018

48. actuarial increase in late retirement

    By Guest kishorActuary, March 4, 2009
    • 5 replies
    • 8.2k views
    • 
    • Guest
    • March 5, 2009

49. Actuarial Increase or Not?

    By JBones, September 23, 2009
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2009

50. Actuarial Increase starts when?

    By rcline46, August 20, 2015
    • 6 replies
    • 1.3k views
    • 
    • rcline46
    • August 20, 2015