Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. AFTAP EOY Val Relief

   By JAY21, February 21, 2008
   • 17 replies
   • 2.6k views
   • 
   • ak2ary
   • February 25, 2008

2. cash balance transfer to 401(k)

   By Guest anne1, October 6, 2006
   • 5 replies
   • 2.6k views
   • 
   • SoCalActuary
   • October 6, 2006

3. Qualified Defined Benefit Plan, not 412(i), but no Trust

   By John Feldt ERPA CPC QPA, June 27, 2008
   • 18 replies
   • 2.6k views
   • 
   • david rigby
   • July 9, 2008

4. 415 limit for Cash Balance Plan

   By Guest Deflector, May 29, 2008
   • 4 replies
   • 2.6k views
   • 
   • Mike Preston
   • May 30, 2008

5. Joint and Survivor Annuity

   By Blinky the 3-eyed Fish, November 3, 2005
   • 13 replies
   • 2.6k views
   • 
   • Blinky the 3-eyed Fish
   • November 15, 2005

6. First Year AFTAP

   By dmb, March 24, 2011
   • 4 replies
   • 2.6k views
   • 
   • SoCalActuary
   • March 28, 2011

7. SPD requirements for Termed Vested Participants?

   By Spencer, December 2, 2002
   • 3 replies
   • 2.6k views
   • 
   • david rigby
   • December 2, 2002

8. DB question from a DC person..

   By Guest stevena1, September 4, 2008
   • 19 replies
   • 2.6k views
   • 
   • GBurns
   • September 7, 2008

9. QOSA Requirement

   By Young Curmudgeon, April 15, 2008
   • 8 replies
   • 2.6k views
   • 
   • Guest
   • November 12, 2008

10. Annuity Contract

    By Penman2006, January 6, 2009
    • 13 replies
    • 2.6k views
    • 
    • AndyH
    • March 25, 2009

11. Terminated DB Plan Participant Still Waiting After 12+ Months – No Communication, No Distribution Timeline

    By DR245, September 26
    • 10 replies
    • 2.6k views
    • 
    • AKowalski
    • September 29

12. 415 Calculations

    By FAPInJax, August 17, 2009
    • 5 replies
    • 2.6k views
    • 
    • SoCalActuary
    • August 18, 2009

13. accounting for cash balance plans

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

14. External Compensation

    By AndyH, March 5, 2003
    • 8 replies
    • 2.6k views
    • 
    • AndyH
    • March 10, 2003

15. Pre Retirement Death Benefit Eligibility Conditions

    By Guest meggie, February 5, 2001
    • 6 replies
    • 2.6k views
    • 
    • AndyH
    • February 8, 2001

16. 412i plan exceeding max 415 lump sum

    By Guest sueczer, August 24, 2006
    • 8 replies
    • 2.6k views
    • 
    • AndyH
    • August 31, 2006

17. 417(e) interest rates

    By Gary, December 2, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 22, 1998

18. Individually Owned Annuities in a Cash Balance Plan

    By emmetttrudy, April 6, 2015
    • 12 replies
    • 2.6k views
    • 
    • K2retire
    • April 16, 2015

19. Double Reduction in 415 Limit?

    By Dougsbpc, August 7, 2003
    • 18 replies
    • 2.6k views
    • 
    • flosfur
    • August 16, 2003

20. Successor Plan Issues

    By Randy Watson, April 10, 2012
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • April 11, 2012

21. Optional Forms upon Plan Termination

    By Guest Mike Spickard, May 30, 2003
    • 7 replies
    • 2.6k views
    • 
    • RTK
    • May 30, 2003

22. Late Quarterly Interest Charges

    By Blinky the 3-eyed Fish, April 3, 2002
    • 6 replies
    • 2.6k views
    • 
    • mwyatt
    • April 4, 2002

23. 150% of Unf CL

    By Penman2006, March 27, 2007
    • 15 replies
    • 2.6k views
    • 
    • Guest
    • April 17, 2007

24. Unfunded Current Liability Limit Under 404

    By Gary, March 2, 2007
    • 14 replies
    • 2.6k views
    • 
    • tymesup
    • January 9, 2008

25. K-1 Income & Cash Balance Contributions

    By metsfan026, April 3, 2024
    • 7 replies
    • 2.6k views
    • 
    • Calavera
    • April 4, 2024

26. Benefit statements for deferred vested

    By Guest msheather, May 2, 2003
    • 2 replies
    • 2.6k views
    • 
    • AndyH
    • May 2, 2003

27. Top Heavy Aggregation/DB + 401k

    By Guest C. Slimmon, April 18, 2000
    • 4 replies
    • 2.6k views
    • 
    • richard
    • April 22, 2000

28. Restrictions on Lump Sum Distributions to HCEs

    By Andy the Actuary, September 27, 2012
    • 4 replies
    • 2.6k views
    • 
    • SoCalActuary
    • January 10, 2013

29. PBGC mortality

    By Gary, September 9, 1999
    • 3 replies
    • 2.5k views
    • 
    • SoCalActuary
    • September 23, 1999

30. gatt tables

    By Guest chuck, April 27, 2001
    • 2 replies
    • 2.5k views
    • 
    • david rigby
    • April 27, 2001

31. top heavy minimum - 2 plans with different years

    By AndyH, July 13, 2006
    • 8 replies
    • 2.5k views
    • 
    • AndyH
    • July 18, 2006

32. QPSA Election

    By Guest RPA123, April 19, 2007
    • 3 replies
    • 2.5k views
    • 
    • Everett Moreland
    • April 20, 2007

33. New 2006/2007 PPA Unfunded Current Liability Max Deduction

    By Blinky the 3-eyed Fish, August 31, 2006
    • 9 replies
    • 2.5k views
    • 
    • ak2ary
    • September 20, 2006

34. FAS 88 Curtailment

    By Guest Turtle_01, March 22, 2005
    • 7 replies
    • 2.5k views
    • 
    • ishi
    • March 24, 2005

35. Deemed Election

    By Dinosaur, September 8, 2009
    • 11 replies
    • 2.5k views
    • 
    • Dinosaur
    • September 9, 2009

36. 2 year eligibility question

    By Earl, March 10, 2017
    • 7 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • November 10, 2017

37. Cash-Balance Plans

    By Guest RSNOW, May 8, 2003
    • 11 replies
    • 2.5k views
    • 
    • SoCalActuary
    • May 16, 2003

38. New Plan - First Year Funding Inflexibility

    By carrots, October 30, 2008
    • 13 replies
    • 2.5k views
    • 
    • tymesup
    • November 5, 2008

39. Historic Moody's Aa Rates

    By ishi, June 19, 2002
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • August 15, 2002

40. Joint and Survivor Question

    By Guest MC2, December 27, 2006
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • December 28, 2006

41. S-Corp loss created by DB Contribution

    By Guest elem, August 8, 2005
    • 4 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 9, 2005

42. Changing 417(e)(3) Stability Period

    By Guest MrActuary, April 15, 2006
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • April 15, 2006

43. Safe Harbor Floor/Offset question

    By AndyH, November 30, 2001
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • February 20, 2002

44. Mortality Table Construction

    By Gary, March 13, 1999
    • 5 replies
    • 2.5k views
    • 
    • MGB
    • May 9, 2001

45. Where do I find mortality tables?

    By Guest LHart, January 25, 2005
    • 6 replies
    • 2.5k views
    • 
    • GBurns
    • January 27, 2005

46. Past Service Credit

    By Guest blackacre, September 10, 2003
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • September 15, 2003

47. 4980(d) Qualified Replacement Plan

    By JAY21, November 13, 2009
    • 4 replies
    • 2.5k views
    • 
    • DMcGovern
    • October 19, 2018

48. Assumed Rate of Return

    By emmetttrudy, February 12, 2009
    • 8 replies
    • 2.5k views
    • 
    • dmb
    • March 18, 2009

49. standard termination and the pbgc

    By abanky, June 11, 2009
    • 7 replies
    • 2.5k views
    • 
    • Penman2006
    • June 19, 2009

50. Actuarial Increase After Freeze

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