Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. RPA rates

   By Guest saeissler, May 1, 2006
   • 9 replies
   • 2.5k views
   • 
   • Guest
   • May 8, 2006

2. Underfunded Non-PBGC Plan, Spinoff, and Restricted Distributions

   By SRM, November 6, 2006
   • 6 replies
   • 2.5k views
   • 
   • SRM
   • November 9, 2006

3. Post NRD in the PPA world

   By Effen, November 10, 2008
   • 9 replies
   • 2.5k views
   • 
   • tymesup
   • November 13, 2008

4. Overfunded DB

   By k man, April 19, 2002
   • 14 replies
   • 2.5k views
   • 
   • Mike Preston
   • April 23, 2002

5. pbgc coverage

   By Gary, September 28, 2011
   • 5 replies
   • 2.5k views
   • 
   • figure 8
   • February 18, 2018

6. Frozen plans & 401a26

   By Craig Schiller, August 5, 2013   

   • 401a26 headache
   • 2 replies
   • 2.5k views
   • 
   • Craig Schiller
   • August 6, 2013

7. Partial termination and plan termination and vesting

   By AndyH, March 15, 2004
   • 10 replies
   • 2.5k views
   • 
   • AndyH
   • March 17, 2004

8. 2009 form 5500ez

   By Gary, May 8, 2010
   • 10 replies
   • 2.5k views
   • 
   • Bird
   • May 13, 2010

9. Small plans - Practicality of AFTAP Cert by 10/01

   By flosfur, May 7, 2008
   • 14 replies
   • 2.5k views
   • 
   • Blinky the 3-eyed Fish
   • May 27, 2008

10. Permissive Aggregation

    By emmetttrudy, May 18, 2009
    • 5 replies
    • 2.5k views
    • 
    • SoCalActuary
    • May 18, 2009

11. Mortality table

    By Gary, February 25, 1999
    • 2 replies
    • 2.5k views
    • 
    • Gary
    • February 25, 1999

12. Termination of Cash Balance Plan

    By thepensionmaven, February 22, 2020
    • 9 replies
    • 2.5k views
    • 
    • Hojo
    • February 25, 2020

13. "Spouse" can produce no evidence of legal marriage.

    By mal, November 23, 2004
    • 13 replies
    • 2.5k views
    • 
    • mbozek
    • November 29, 2004

14. Lack of Fidelity Bond Coverage

    By Guest maddie, October 10, 2002
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 11, 2002

15. Prohibited Transaction

    By Gary, August 18, 2009
    • 3 replies
    • 2.5k views
    • 
    • J Simmons
    • August 18, 2009

16. Pass-Through Expenses--Cash Balance Plan

    By SadieJane, June 18, 2015   

    • plan expenses
    • cash balance
    • 7 replies
    • 2.5k views
    • 
    • QDROphile
    • June 18, 2015

17. Unit Credit Funding Method - Gain or Loss Base

    By YankeeFan, April 5, 2006
    • 6 replies
    • 2.5k views
    • 
    • david rigby
    • April 13, 2006

18. EIN for Pension Trust

    By Guest calcu, June 9, 2005
    • 2 replies
    • 2.5k views
    • 
    • David MacLennan
    • June 9, 2005

19. Defined benefit plan obligation split in power plant sale between sell

    By Guest rambutan, October 28, 2000
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • November 6, 2000

20. Benefiting in the frozen DB plan under 410(b) and 401(a)(26)?

    By Guest Victoria Pelletiere, October 18, 2002
    • 2 replies
    • 2.5k views
    • 
    • david rigby
    • October 18, 2002

21. Distribution of Employee Contributions at Termination

    By Guest Bob_DB, November 3, 2004
    • 18 replies
    • 2.5k views
    • 
    • mbozek
    • November 5, 2004

22. Control Group Spousal Attribution in Community Property State

    By sgoss, September 21, 2018   

    • controlled
    • group
    • (and 3 more)

      Tagged with:

      • controlled
      • group
      • spousal attribution
      • community property
      • exception
    • 19 replies
    • 2.5k views
    • 
    • SoCalActuary
    • October 10, 2018

23. 71 TPF&C mortality rates (male v female)

    By Gary, June 28, 2001
    • 0 replies
    • 2.5k views
    • 
    • Gary
    • June 28, 2001

24. Split-Funded Plans post PPA 06

    By JAY21, December 7, 2007
    • 6 replies
    • 2.5k views
    • 
    • JAY21
    • December 10, 2007

25. Calculation of PBGC Variable Premium Liability

    By richard, February 13, 2001
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • February 13, 2001

26. PPA Minimum Funding

    By Gary, January 23, 2009
    • 11 replies
    • 2.5k views
    • 
    • ScottR
    • February 5, 2009

27. RMD in DB using Annuity method

    By himt4, October 24, 2006
    • 4 replies
    • 2.4k views
    • 
    • himt4
    • October 25, 2006

28. Recharacterizing 2006 Quarterly as 2005 Contribution

    By Guest mingblue, September 5, 2006
    • 17 replies
    • 2.4k views
    • 
    • Effen
    • September 7, 2006

29. Freeze of Benefits and Patial Plan Termination

    By Guest merlin, April 26, 2007
    • 4 replies
    • 2.4k views
    • 
    • AndyH
    • April 26, 2007

30. More Relius/EFAST Validation Error Message Issues

    By AndyH, July 21, 2010
    • 5 replies
    • 2.4k views
    • 
    • AndyH
    • July 23, 2010

31. Timing of 436 participant notice

    By dmb, September 26, 2011
    • 13 replies
    • 2.4k views
    • 
    • dmb
    • September 28, 2011

32. Limit Funding Target by 415 LS limit?

    By Guest raintrain19, May 23, 2013   

    • Funding Target
    • 415
    • 4 replies
    • 2.4k views
    • 
    • Calavera
    • June 3, 2013

33. DB Dual formula

    By Guest Roman, June 20, 2005
    • 21 replies
    • 2.4k views
    • 
    • Guest
    • June 30, 2005

34. RMD - Vesting/Start Date Question

    By pensionam, October 29, 2018
    • 10 replies
    • 2.4k views
    • 
    • EMarie
    • November 8, 2018

35. Reasonable Actuarial Assumptions

    By Guest Edward McElroy, December 9, 1998
    • 2 replies
    • 2.4k views
    • 
    • Lorraine Dorsa
    • December 10, 1998

36. Suspension of Benefits for Continued Employment Started When?

    By DW, May 24, 2021
    • 8 replies
    • 2.4k views
    • 
    • Effen
    • June 25, 2021

37. Is monthly benefit due to failed 110% test eligible for rollover?

    By dmb, May 9, 2014
    • 22 replies
    • 2.4k views
    • 
    • My 2 cents
    • May 13, 2014

38. Does AFTAP Matter?

    By Andy the Actuary, February 18, 2008
    • 11 replies
    • 2.4k views
    • 
    • Mike Preston
    • March 7, 2008

39. 2007 Gray Book

    By Guest Carol the Writer, April 17, 2006
    • 10 replies
    • 2.4k views
    • 
    • AndyH
    • April 21, 2006

40. Short Plan Year

    By luissaha, February 24, 2009
    • 10 replies
    • 2.4k views
    • 
    • flosfur
    • February 26, 2009

41. 2022 or 2021 ?

    By SSRRS, January 9, 2023
    • 26 replies
    • 2.4k views
    • 
    • Bird
    • January 20, 2023

42. Does this offset plan appear to pass 411?

    By Gary, May 3, 2001
    • 12 replies
    • 2.4k views
    • 
    • Alonzo
    • May 8, 2001

43. Schedule B reporting of pre-funding

    By Guest saeissler, April 6, 2006
    • 12 replies
    • 2.4k views
    • 
    • Mike Preston
    • April 7, 2006

44. Material change in AFTAP?

    By My 2 cents, July 21, 2010
    • 8 replies
    • 2.4k views
    • 
    • My 2 cents
    • July 26, 2010

45. pension contributions during chapter 11 (reorganization) bankruptcy

    By Guest kkesq, May 1, 2002
    • 5 replies
    • 2.4k views
    • 
    • pjkoehler
    • May 3, 2002

46. De Minimus DB

    By mming, February 3, 2006
    • 5 replies
    • 2.4k views
    • 
    • imchipbrown
    • February 3, 2006

47. Beneficiary Designation

    By Guest MC2, August 31, 2006
    • 7 replies
    • 2.4k views
    • 
    • AndyH
    • September 1, 2006

48. Benefit Accrual Service under Elapsed Time Method

    By JWK, December 8, 1999
    • 3 replies
    • 2.4k views
    • 
    • Wessex
    • December 10, 1999

49. Deadline for making Defined Benefit plan contribution

    By MarZDoates, December 27, 2004
    • 1 reply
    • 2.4k views
    • 
    • mwyatt
    • December 27, 2004

50. 401(a)(26) for DB with Benefit Offset

    By John Feldt ERPA CPC QPA, September 7, 2006
    • 11 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006