Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Amended Form 500?

   By Pension RC, March 28, 2017
   • 2 replies
   • 699 views
   • 
   • Effen
   • March 31, 2017

2. Amended Schedule B/SB

   By Guest EBoomer, August 23, 2011
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • August 23, 2011

3. Amending 5500 and Schedule B

   By Andy the Actuary, December 26, 2008
   • 2 replies
   • 1.6k views
   • 
   • Andy the Actuary
   • December 27, 2008

4. amending actuarial equivalence for terminated plan

   By jane murray, December 29, 2017
   • 5 replies
   • 1.7k views
   • 
   • David Peckham
   • December 9, 2025

5. Amending Actuarial Equivalent Interest

   By Dougsbpc, April 7, 2010
   • 1 reply
   • 926 views
   • 
   • Andy the Actuary
   • April 7, 2010

6. Amending cash balance contribution credits annually

   By JARichardson, January 19, 2021
   • 14 replies
   • 2.8k views
   • 
   • Big Tuna
   • January 21, 2021

7. Amending Crediting Rate

   By MGOAdmin, February 24, 2015   

   • amend
   • crediting rate
   • (and 1 more)

     Tagged with:

     • amend
     • crediting rate
     • interest
   • 2 replies
   • 1.2k views
   • 
   • Effen
   • February 24, 2015

8. Amending DB M&P Plan for GUST

   By Guest jcunningham, October 25, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 25, 2000

9. Amending for $200,000 retroactively in a future year-issues?

   By AndyH, November 12, 2002
   • 2 replies
   • 1.1k views
   • 
   • AndyH
   • November 12, 2002

10. Amending NRA and Cushion Amount

    By Andy the Actuary, September 5, 2008
    • 1 reply
    • 1.4k views
    • 
    • Dougsbpc
    • September 5, 2008

11. Amending NRA for New Regulations

    By Guest AEA, July 14, 2008
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • July 24, 2008

12. Amending Plan after Year-End

    By MGOAdmin, January 28, 2014   

    • Amend
    • cash balance allocation
    • 1 reply
    • 1.4k views
    • 
    • StormShadow
    • January 28, 2014

13. Amending Plan to stop accruals at NRA

    By dmb, February 5, 2013
    • 6 replies
    • 1.3k views
    • 
    • dmb
    • February 6, 2013

14. Amending Plan's credited hours of service

    By lexi, July 11, 2007
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • July 12, 2007

15. Amending Schedule SB

    By Andy the Actuary, July 18, 2014
    • 5 replies
    • 2.2k views
    • 
    • My 2 cents
    • September 20, 2016

16. Amending SPD

    By Guest Donaldson, October 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 29, 2003

17. Amending to remove COLAs

    By Guest erepper, April 14, 2009
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 14, 2009

18. Amending Vals, 5500, PBGC

    By Penman2006, August 31, 2010
    • 3 replies
    • 1.1k views
    • 
    • Penman2006
    • September 1, 2010

19. Amending valuation during audit

    By SSRRS, June 17, 2025
    • 20 replies
    • 1.8k views
    • 
    • SSRRS
    • July 10, 2025

20. amendment

    By Gary, April 4, 2011
    • 2 replies
    • 1k views
    • 
    • David MacLennan
    • April 4, 2011

21. Amendment After Year End

    By Dougsbpc, September 1, 2006
    • 5 replies
    • 2.1k views
    • 
    • Dougsbpc
    • September 6, 2006

22. Amendment after year end to increase deduction

    By Jakyasar, January 10, 2024
    • 1 reply
    • 600 views
    • 
    • Jakyasar
    • January 10, 2024

23. Amendment and Cushion Amount

    By Dougsbpc, November 21, 2011
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • November 21, 2011

24. Amendment date under Technical Corrections

    By Guest GMP, December 19, 2008
    • 0 replies
    • 730 views
    • 
    • Guest
    • December 19, 2008

25. Amendment eliminating credit for service with successor

    By Guest shelle, October 30, 2002
    • 3 replies
    • 1k views
    • 
    • david rigby
    • October 30, 2002

26. Amendment increasing benefits to only a few?

    By Guest Bearlee, March 23, 2007
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • March 23, 2007

27. Amendment language to freeze

    By Trekker, March 30, 2009
    • 2 replies
    • 1.8k views
    • 
    • Trekker
    • March 30, 2009

28. Amendment to Cafeteria Plan

    By Guest ndgal, February 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • February 6, 2001

29. Amendment to change procedure to apply for diability pension

    By alexa, November 19, 2011
    • 5 replies
    • 1.1k views
    • 
    • alexa
    • November 20, 2011

30. Amendment to HCEs within 2 years and 404 limit

    By AndyH, July 24, 2014
    • 1 reply
    • 1k views
    • 
    • tymesup
    • July 30, 2014

31. Amendment to increase hours required

    By figure 8, December 18, 2019
    • 1 reply
    • 658 views
    • 
    • CuseFan
    • December 18, 2019

32. Amendment to reduce benefit formula

    By Lori Foresz, October 20, 2003
    • 3 replies
    • 1.5k views
    • 
    • Lori Foresz
    • October 20, 2003

33. Amendment to Vesting Schedule

    By emmetttrudy, March 3, 2010
    • 3 replies
    • 1.3k views
    • 
    • Earl
    • December 31, 2010

34. Amendments

    By pgold, July 29, 2018
    • 2 replies
    • 554 views
    • 
    • pgold
    • July 30, 2018

35. American Academy of Actuaries and PBGC exchange letters

    By My 2 cents, January 30, 2015   

    • Deferred retirement increases
    • 1 reply
    • 810 views
    • 
    • AndyH
    • January 30, 2015

36. American Rescue Plan Act

    By C. B. Zeller, March 11, 2021
    • 13 replies
    • 1.8k views
    • 
    • Hojo
    • March 22, 2021

37. Amort Base for change in funding method

    By Gary, May 13, 2004
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • May 13, 2004

38. Amortization base in first year of plan

    By Guest Deflector, September 19, 2008
    • 4 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • September 22, 2008

39. Amortization Base in Year Following Early Retirement Window

    By LIBOR, October 12, 2005
    • 7 replies
    • 1.7k views
    • 
    • LIBOR
    • October 20, 2005

40. Amortization bases

    By FAPInJax, April 28, 2006
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • May 4, 2006

41. Amortization Period Extension

    By JAY21, February 10, 2012
    • 7 replies
    • 1.5k views
    • 
    • JAY21
    • February 16, 2012

42. Amortizing Pre-Paid Expense (Plan Termination)

    By Andy the Actuary, April 14, 2011
    • 2 replies
    • 987 views
    • 
    • Andy the Actuary
    • April 14, 2011

43. An old style Contributory DB Plan!

    By richard, January 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • January 19, 2001

44. And yet another relative value question.

    By Guest GMP, October 7, 2008
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • October 9, 2008

45. Annual Freezing of Accruals under a Cash Balance Plan Covering Partner

    By Guest Edward McElroy, January 24, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 25, 2002

46. Annual Funding Notice

    By FAPInJax, March 24, 2009
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 24, 2009

47. Annual Funding Notice

    By Guest pcohen, March 27, 2009
    • 0 replies
    • 999 views
    • 
    • Guest
    • March 27, 2009

48. Annual Funding Notice

    By Andy the Actuary, March 8, 2009
    • 0 replies
    • 875 views
    • 
    • Andy the Actuary
    • March 8, 2009

49. Annual Funding Notice

    By Guest newtobenefits, March 10, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 11, 2010

50. Annual Funding Notice

    By FAPInJax, February 18, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 24, 2009