Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Excess assets problem & solution

   By flosfur, July 12, 2007
   • 16 replies
   • 2.9k views
   • 
   • david rigby
   • July 14, 2007

2. Prudential Demutualization

   By card, September 21, 2001
   • 4 replies
   • 2.9k views
   • 
   • card
   • September 22, 2001

3. 410(b) and 5500 Schedule T - Does this Plan fail?

   By Effen, October 6, 2003
   • 27 replies
   • 2.9k views
   • 
   • Mike Preston
   • October 8, 2003

4. 415 lump sum calculations

   By FAPInJax, October 19, 2004
   • 3 replies
   • 2.9k views
   • 
   • SoCalActuary
   • October 20, 2004

5. Post age 65 accruals

   By Gary, October 23, 1998
   • 3 replies
   • 2.9k views
   • 
   • Alonzo
   • October 28, 1998

6. Frozen Initial Liability

   By Blinky the 3-eyed Fish, December 3, 2001
   • 3 replies
   • 2.9k views
   • 
   • Blinky the 3-eyed Fish
   • December 3, 2001

7. FICA Tax on Nonqualified Plan Benefits

   By Guest REG, December 4, 2002
   • 1 reply
   • 2.9k views
   • 
   • mbozek
   • December 5, 2002

8. Conversion of DC Plan to a DB

   By Guest merlin, July 11, 2003
   • 8 replies
   • 2.9k views
   • 
   • IRC401
   • July 14, 2003

9. Plan freeze and 401(a)(26)

   By rcline46, October 28, 2008
   • 11 replies
   • 2.9k views
   • 
   • Andy the Actuary
   • October 29, 2008

10. DB Valuations

    By Madison71, January 13, 2010
    • 15 replies
    • 2.9k views
    • 
    • Effen
    • January 16, 2010

11. 412(i) Audit from hell, could use some help

    By RayJJohnsonJr, May 29, 2009
    • 20 replies
    • 2.9k views
    • 
    • JAY21
    • June 4, 2009

12. Majority Owner Waiving Benefit in DB Plan on Plan Termination

    By Guest Grumpy456, November 17, 2006
    • 6 replies
    • 2.9k views
    • 
    • SoCalActuary
    • December 11, 2006

13. Terminated DBP distributes prior to end of PBGC 60-day review period

    By Trekker, May 1, 2007
    • 7 replies
    • 2.9k views
    • 
    • AndyH
    • May 2, 2007

14. RMD in year plan terminates

    By YankeeFan, April 22, 2014
    • 5 replies
    • 2.9k views
    • 
    • ac
    • May 15, 2014

15. cash balance plans & reversions

    By Guest MMBest, January 14, 1999
    • 6 replies
    • 2.9k views
    • 
    • richard
    • January 16, 1999

16. 5500 filing deadline - short plan year

    By richard, April 27, 1999
    • 1 reply
    • 2.9k views
    • 
    • mwyatt
    • April 27, 1999

17. 1971 TPF&C Mortality Table: Could You Verify?

    By david rigby, May 4, 2015
    • 2 replies
    • 2.9k views
    • 
    • Calavera
    • May 5, 2015

18. 100% J&S Annuity assumption under PPA funding

    By YankeeFan, November 9, 2009
    • 6 replies
    • 2.9k views
    • 
    • Belgarath
    • November 10, 2009

19. COLA & Lump Sum Calculation

    By alexa, July 3, 2006
    • 8 replies
    • 2.9k views
    • 
    • david rigby
    • July 5, 2006

20. Vesting / Accrued Benefit

    By luissaha, June 1, 2016
    • 9 replies
    • 2.9k views
    • 
    • My 2 cents
    • June 2, 2016

21. Mike Preston

    By tymesup, May 7, 2024
    • 17 replies
    • 2.9k views
    • 
    • Mr Bagwell
    • May 14, 2024

22. Actuarial Equivalence mortality table - interpretation of table descri

    By Gary, April 13, 2000
    • 2 replies
    • 2.9k views
    • 
    • david rigby
    • April 13, 2000

23. DB Plans and 415 limits

    By Belgarath, January 18, 2017
    • 20 replies
    • 2.9k views
    • 
    • dan.jock
    • January 31, 2017

24. Unit Credit Funding Method & Frozen Plans

    By LIBOR, January 5, 2001
    • 1 reply
    • 2.9k views
    • 
    • david rigby
    • January 5, 2001

25. Pension Thaw?

    By tuni88, December 6, 2007
    • 7 replies
    • 2.9k views
    • 
    • SoCalActuary
    • December 10, 2007

26. Former Employee & Pension Plan Participant as Consultant

    By erisa_novice, February 6, 2017
    • 5 replies
    • 2.8k views
    • 
    • Effen
    • February 7, 2017

27. Pension Payments Continuing to Deceased Retiree

    By Guest cjk, October 10, 2003
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • October 22, 2003

28. Maximum Deductible Contribution for CB Plan

    By metsfan026, December 23, 2024
    • 7 replies
    • 2.8k views
    • 
    • Bri
    • December 31, 2024

29. 133-1/3 Rule and New Comparability

    By Randy Watson, October 4, 2004
    • 11 replies
    • 2.8k views
    • 
    • AndyH
    • October 20, 2004

30. Failure to Suspend Benefits

    By AAS2, March 29, 2017   

    • suspension of benefits
    • 12 replies
    • 2.8k views
    • 
    • fiona1
    • April 4, 2017

31. Missed 1st RMD, how do I calculate it now?

    By Guest DCquestioner, December 2, 2008
    • 12 replies
    • 2.8k views
    • 
    • Guest
    • January 15, 2009

32. In-Service Distribution Adjustments

    By Andy the Actuary, August 20, 2008
    • 3 replies
    • 2.8k views
    • 
    • David MacLennan
    • August 21, 2008

33. Benefit Entitlement

    By Gary, November 25, 1998
    • 2 replies
    • 2.8k views
    • 
    • david rigby
    • November 25, 1998

34. 1000 hour rule

    By Gary, April 29, 1999
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • May 4, 1999

35. Funding Deficiency

    By david rigby, June 1, 2001
    • 5 replies
    • 2.8k views
    • 
    • AndyH
    • June 1, 2001

36. Searching for a Revenue Ruling

    By Gary, November 2, 2001
    • 2 replies
    • 2.8k views
    • 
    • Gary
    • November 3, 2001

37. 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

38. Presumed AFTAP under 60%

    By John Feldt ERPA CPC QPA, January 29, 2010
    • 9 replies
    • 2.8k views
    • 
    • SoCalActuary
    • February 2, 2010

39. AFTAP in First Year of Plan

    By Pension RC, March 5, 2014
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • March 5, 2014

40. Combined Plan Deduction Limits

    By Gary, May 14, 2007
    • 6 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • May 15, 2007

41. PPA - Funding Target

    By Gary, October 14, 2008
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • January 1, 2009

42. 420 Transfers

    By Guest EBW, March 20, 2002
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • January 9, 2003

43. DB Offset Plan

    By Blinky the 3-eyed Fish, November 7, 2003
    • 19 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • December 8, 2003

44. Suspension of Benefits Notice

    By Dougsbpc, June 17, 2009
    • 6 replies
    • 2.8k views
    • 
    • Dougsbpc
    • June 18, 2009

45. Sole Proprietor Deduction Limit

    By Guest Aliactuary, April 3, 2007
    • 8 replies
    • 2.8k views
    • 
    • Mike Preston
    • April 6, 2007

46. Contribution date

    By retbenser, September 11, 2013
    • 14 replies
    • 2.8k views
    • 
    • pkfountain
    • October 14, 2013

47. Target Normal Cost

    By emmetttrudy, October 30, 2009
    • 5 replies
    • 2.8k views
    • 
    • FAPInJax
    • November 3, 2009

48. Life insuranc in DB plan

    By jkdoll2, October 7, 2010
    • 16 replies
    • 2.8k views
    • 
    • Ron Snyder
    • June 2, 2011

49. Underfunded DB Plan/Payment of Unrestricted Amount

    By Guest, May 17, 2001
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • June 17, 2002

50. Plan freeze - but not for certain participants

    By Guest Bearlee, August 15, 2008
    • 9 replies
    • 2.8k views
    • 
    • Effen
    • August 20, 2008