Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Annual Funding Notice

   By ac, June 29, 2009
   • 12 replies
   • 4.9k views
   • 
   • Andy the Actuary
   • August 26, 2009

2. Annual Funding Notice

   By ERISA25, August 25, 2011
   • 0 replies
   • 830 views
   • 
   • ERISA25
   • August 25, 2011

3. Annual Funding Notice

   By DL1215, March 14, 2018   

   • plan merger
   • 3 replies
   • 997 views
   • 
   • DL1215
   • March 19, 2018

4. Annual Funding Notice

   By Young Curmudgeon, June 23, 2011
   • 3 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • June 24, 2011

5. Annual Funding Notice - Initial Plan Year

   By AdKu, December 15, 2016   

   • Annual Funding Notice - Initi
   • 0 replies
   • 639 views
   • 
   • AdKu
   • December 15, 2016

6. Annual Funding Notice - terminated plan

   By Dinosaur, June 26, 2009
   • 1 reply
   • 1.3k views
   • 
   • Andy the Actuary
   • June 26, 2009

7. Annual Funding Notice - When Due?

   By tuni88, October 21, 2010
   • 13 replies
   • 3.9k views
   • 
   • tuni88
   • October 25, 2010

8. Annual Funding Notice $50 Million or Not?

   By Just Me, April 9, 2013
   • 2 replies
   • 1k views
   • 
   • Just Me
   • April 10, 2013

9. Annual Funding Notice for a Terminated DB Plan

   By Guest NPS Darren, September 22, 2009
   • 1 reply
   • 1k views
   • 
   • Effen
   • September 23, 2009

10. Annual Funding Notice for Eligible Charity Plans

    By dmb, February 3, 2011
    • 0 replies
    • 831 views
    • 
    • dmb
    • February 3, 2011

11. Annual Funding Notice for Terminated Plan

    By Guest TammyS, March 30, 2009
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • March 31, 2009

12. Annual Funding Notice for terminated Plan

    By AndyH, October 4, 2010
    • 5 replies
    • 3.6k views
    • 
    • Andy the Actuary
    • October 4, 2010

13. Annual Funding Notice for Terminated Plan

    By AndyH, October 5, 2011
    • 8 replies
    • 3.6k views
    • 
    • JAY21
    • March 15, 2013

14. Annual Funding Notice replaces SAR for Defined Benefit Plans

    By Eve Sav, March 18, 2009
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • March 18, 2009

15. Annual Funding Notice Required?

    By Guest DBStudentAct, April 25, 2011
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 26, 2011

16. Annual Funding Notice Supplement

    By dmb, March 27, 2013
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • March 28, 2013

17. Annual Funding Notice Supplement

    By Andy the Actuary, March 18, 2013
    • 1 reply
    • 1k views
    • 
    • Hojo
    • March 18, 2013

18. Annual Funding Notice Supplement - In Living Color

    By Andy the Actuary, April 24, 2013
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • June 3, 2013

19. Annual Funding Notice Timing?

    By Craig Jacobs, April 10, 2020
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • April 15, 2020

20. Annual Funding Notice under HATFA

    By dmb, January 7, 2015
    • 12 replies
    • 3k views
    • 
    • Calavera
    • July 30, 2015

21. Annual Funding Notices

    By AndyH, April 16, 2009
    • 4 replies
    • 1.3k views
    • 
    • SoCalActuary
    • April 16, 2009

22. Annual Funding Notices - EOY vals

    By Effen, August 24, 2009
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • August 25, 2009

23. Annual PBGC filing

    By dmb, April 20, 2010
    • 8 replies
    • 1.8k views
    • 
    • dmb
    • June 17, 2010

24. Annuities as Investments - Plan Funding

    By Rob P, February 25, 2013
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • February 25, 2013

25. Annuity Buy-in Liability Calculation

    By LarryDavid, October 31, 2023
    • 3 replies
    • 659 views
    • 
    • acm_acm
    • November 6, 2023

26. Annuity calculator

    By Guest JohnB10, November 19, 1998
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 28, 1999

27. Annuity Contract

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

28. Annuity Contracts in 412i plans

    By Guest Mark Draa, March 23, 2004
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • March 25, 2004

29. Annuity conversion factors

    By Guest JM123, March 11, 2013   

    • UP-1984 Tables
    • 7 replies
    • 4k views
    • 
    • tymesup
    • March 12, 2013

30. Annuity option with a COLA

    By John Feldt ERPA CPC QPA, September 8, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 8, 2011

31. Annuity Puchase after age 70-1/2

    By Guest LC Brosio, January 28, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 28, 2000

32. Annuity Purchase

    By Andy the Actuary, October 31, 2007
    • 1 reply
    • 1k views
    • 
    • tuni88
    • October 31, 2007

33. Annuity Purchase commissions or fees

    By Buzz, March 25, 2015
    • 0 replies
    • 958 views
    • 
    • Buzz
    • March 25, 2015

34. annuity purchase with insurer

    By Gary, September 21, 2011
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • September 21, 2011

35. annuity purchased and Form 1099R

    By Dinosaur, November 20, 2015
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • November 20, 2015

36. Annuity Purchases for Retirees

    By tuni88, October 8, 2015
    • 10 replies
    • 1.9k views
    • 
    • My 2 cents
    • June 1, 2016

37. Another 11(g) Amendment question

    By Trekker, August 27, 2013
    • 0 replies
    • 915 views
    • 
    • Trekker
    • August 27, 2013

38. Another 404(a)(7) question

    By Guest Mike Spickard, December 10, 2003
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 10, 2003

39. another combo test

    By thepensionmaven, August 14, 2019
    • 2 replies
    • 677 views
    • 
    • AndyH
    • August 15, 2019

40. Another contribution due date question

    By AndyH, September 12, 2013
    • 8 replies
    • 3.6k views
    • 
    • AndyH
    • September 13, 2013

41. Another DB/DC Gateway question

    By Guest Mike Spickard, December 23, 2003
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • December 23, 2003

42. Another DB/DC Max Deductible Question

    By Lou S., September 23, 2014
    • 3 replies
    • 987 views
    • 
    • Andy the Actuary
    • September 23, 2014

43. Another Meaningful Benefit Question and -11(g) amendments

    By Trekker, April 9, 2014
    • 0 replies
    • 914 views
    • 
    • Trekker
    • April 9, 2014

44. Another PPA anomaly

    By FAPInJax, May 29, 2009
    • 1 reply
    • 1k views
    • 
    • Guest
    • May 29, 2009

45. Another RMD Question

    By Dougsbpc, June 21, 2017
    • 5 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 21, 2017

46. Another Settlement Accounting question (or two)

    By dmb, July 1, 2014   

    • Settlement
    • FAS
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • July 2, 2014

47. Another short year DB/401K

    By thepensionmaven, December 15, 2020
    • 0 replies
    • 510 views
    • 
    • thepensionmaven
    • December 15, 2020

48. Another similar Life Insurance in a DB question

    By SteveH, March 17, 2006
    • 3 replies
    • 1.5k views
    • 
    • SteveH
    • March 18, 2006

49. Another Top Heavy Question

    By Guest Don N, June 9, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 10, 2000

50. Another top heavy ratio ?

    By Guest xplan, March 15, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 19, 2001