Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. actuarial increases for deferred vested participants

   By Guest actuary billybarooh, December 25, 2014   

   • late ret
   • 4 replies
   • 2.9k views
   • 
   • Calavera
   • December 29, 2014

2. Actuarial increases for working beyond age 65, where there is a prior

   By Gary, April 6, 2000
   • 1 reply
   • 1.9k views
   • 
   • richard
   • April 7, 2000

3. Actuarial increases to unreduced early retirement benefits?

   By Carol V. Calhoun, June 7, 2021
   • 5 replies
   • 1.4k views
   • 
   • Juan Kelly
   • June 9, 2021

4. Actuarial Outpost

   By BG5150, September 15, 2020
   • 6 replies
   • 953 views
   • 
   • BG5150
   • September 17, 2020

5. Actuarial Outsourcing

   By david rigby, January 31, 2006
   • 3 replies
   • 2k views
   • 
   • david rigby
   • February 2, 2006

6. Actuarial Resource

   By david rigby, September 8, 2003
   • 1 reply
   • 1k views
   • 
   • MGB
   • September 8, 2003

7. Actuarial Resources

   By WDIK, February 6, 2009
   • 4 replies
   • 1.2k views
   • 
   • AndyH
   • February 12, 2009

8. Actuarial review of benefit calculation

   By Guest Franklin Evans, October 17, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • October 17, 2001

9. Actuarial Services

   By Guest 401der, September 16, 2004
   • 5 replies
   • 1.3k views
   • 
   • SoCalActuary
   • September 16, 2004

10. Actuarial Standards Board

    By david rigby, August 8, 2003
    • 1 reply
    • 1k views
    • 
    • MGB
    • August 8, 2003

11. Actuarial Tables for Same-Sex Spouses

    By HCE, August 17, 2021
    • 10 replies
    • 1.1k views
    • 
    • Effen
    • August 30, 2021

12. Actuarial valuation

    By Gary, September 29, 2010
    • 6 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 12, 2011

13. Actuarial Valuations

    By Gary, April 19, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • April 19, 2007

14. Actuarial Value of assets included contribution receivable in 2014

    By CharlesLeggette, May 18, 2016
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • May 23, 2016

15. Actuarial Work Flow

    By Andy the Actuary, April 23, 2010
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 26, 2010

16. Actuarially Increasing the 415 Hi3 comp limit

    By dmb, August 13, 2002
    • 7 replies
    • 1.6k views
    • 
    • dmb
    • August 14, 2002

17. Actuaries and Asset Allocations

    By rcline46, March 12, 2012
    • 13 replies
    • 1.8k views
    • 
    • SoCalActuary
    • March 14, 2012

18. Actuary - offshore, bpo

    By Guest bill555, August 20, 2008
    • 20 replies
    • 3.4k views
    • 
    • AndyH
    • August 27, 2008

19. Actuary and TPA need to sign an Annuity Contract Agreement?

    By Guest DCquestioner, November 25, 2008
    • 5 replies
    • 1.5k views
    • 
    • David MacLennan
    • December 1, 2008

20. Actuary's Responsibilities

    By flosfur, July 6, 2003
    • 4 replies
    • 1.3k views
    • 
    • Larry M
    • July 15, 2003

21. Actuary's signature forged on Sch B

    By flosfur, March 15, 2007
    • 22 replies
    • 3.8k views
    • 
    • Guest
    • March 21, 2007

22. Acturial Fee's?

    By Guest Garry, March 15, 1999
    • 2 replies
    • 1.8k views
    • 
    • Lorraine Dorsa
    • March 16, 1999

23. Ad hoc benefit increases for vested deferred participants

    By Guest, July 10, 2000
    • 4 replies
    • 2k views
    • 
    • Gary
    • July 24, 2000

24. Add interest up to date of payout?

    By Guest Dave Peckham, November 10, 2009
    • 5 replies
    • 1.5k views
    • 
    • Effen
    • November 18, 2009

25. Adding 401(h) Medical Expense Feature to DB Plan

    By JAY21, November 8, 2007
    • 0 replies
    • 1k views
    • 
    • JAY21
    • November 8, 2007

26. Adding a 401k Plan

    By coleboy, December 5, 2017
    • 2 replies
    • 582 views
    • 
    • RatherBeGolfing
    • December 6, 2017

27. adding a Cash Balance before a Stock Sale

    By Chipwood 24, September 22, 2020   

    • adding a cash balance before a stock sale
    • 3 replies
    • 729 views
    • 
    • Chipwood 24
    • October 7, 2020

28. Adding Cash Balance to PS/401(k)

    By RAPD, August 16, 2018   

    • cash balance
    • 401(k)
    • (and 1 more)

      Tagged with:

      • cash balance
      • 401(k)
      • profit sharing
    • 2 replies
    • 559 views
    • 
    • RAPD
    • August 16, 2018

29. Adding Lump Sum Option after Plan Termination process has begun

    By Alonzo, June 14, 2000
    • 0 replies
    • 1.8k views
    • 
    • Alonzo
    • June 14, 2000

30. Adding lump sum options and/or window - discrimination issues?

    By Moose, April 22, 2021
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • April 22, 2021

31. Adding Offset Provision to Existing DB Plan - 411(d)(6) issues

    By Guest APierce, January 21, 2005
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 24, 2005

32. Adding retirees to an existing plan

    By Guest Grant, May 21, 2007
    • 3 replies
    • 1k views
    • 
    • Guest
    • May 24, 2007

33. Adding to Prefunding Balance

    By Dougsbpc, September 26, 2009
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 27, 2009

34. Adding Years of Service

    By Toy Cannon, September 14, 2020
    • 8 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 16, 2020

35. Additional benefit to avoid discrimination

    By Gary, January 13, 2005
    • 7 replies
    • 1.4k views
    • 
    • AndyH
    • January 14, 2005

36. Additional Benefits Due

    By richard, October 17, 1998
    • 3 replies
    • 2.7k views
    • 
    • Lorraine Dorsa
    • October 21, 1998

37. Additional Contribution for 2008

    By nancy, July 6, 2009
    • 2 replies
    • 953 views
    • 
    • SoCalActuary
    • July 6, 2009

38. Additional distribution to RMD and no in-service allowed under DB plan

    By Jakyasar, February 19, 2024
    • 2 replies
    • 778 views
    • 
    • Jakyasar
    • February 19, 2024

39. Additional Funding Charge calculation

    By Guest Turtle_01, August 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • MGB
    • August 13, 2004

40. Additional Funding Charge for a Plan first Subject to ERISA in 2003

    By Rolf Trautmann, December 17, 2003
    • 4 replies
    • 1k views
    • 
    • david rigby
    • December 18, 2003

41. Additional Funding Relief

    By dmb, March 26, 2009
    • 1 reply
    • 845 views
    • 
    • Effen
    • March 26, 2009

42. Adjust Projected/Accrued Benefits

    By thepensionmaven, May 17
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • May 18

43. Adjusted Compensation for 1/2 SE tax

    By emmetttrudy, August 9, 2012
    • 8 replies
    • 1.7k views
    • 
    • mwyatt
    • August 10, 2012

44. Adjusted Value of Assets

    By Guest merlin, October 9, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 10, 2002

45. Adjusting 2008 contribution to 2010

    By Guest jmrodrig, March 25, 2010
    • 4 replies
    • 950 views
    • 
    • Mike Preston
    • March 25, 2010

46. Admin not consistent with document

    By Sue B, October 25, 2021
    • 11 replies
    • 1k views
    • 
    • Luke Bailey
    • October 27, 2021

47. Admin of 412(i) plans

    By pbarrett, October 8, 2003
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • October 10, 2003

48. Administrative delay

    By Mike Preston, July 6, 2009
    • 2 replies
    • 2.1k views
    • 
    • Mike Preston
    • July 6, 2009

49. Adopted new NRD amendment, paid in-service

    By John Feldt ERPA CPC QPA, February 2, 2010
    • 1 reply
    • 924 views
    • 
    • Andy the Actuary
    • February 2, 2010

50. Adoption of 401(a)(9) Model Amendment in Rev. Proc. 2002-29

    By Guest JCG72, February 16, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 16, 2005