Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Average Benefit Percentage Test - Follow-Up Question

   By LIBOR, August 3, 2004
   • 3 replies
   • 1.2k views
   • 
   • AndyH
   • August 5, 2004

2. Average Benefit Percentage Test and Imputing Permitted Disparity

   By Guest ckharper, December 23, 2010
   • 1 reply
   • 1.6k views
   • 
   • AndyH
   • December 23, 2010

3. Average Benefit Percentage Test Involving a Frozen DB Plan

   By LIBOR, August 2, 2004
   • 4 replies
   • 2k views
   • 
   • LIBOR
   • August 3, 2004

4. average comp and rehire

   By Tom Poje, October 3, 2005
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • October 3, 2005

5. Average Comp for 415 purposes

   By truphao, June 21, 2024
   • 5 replies
   • 606 views
   • 
   • CuseFan
   • June 21, 2024

6. Average Compensation

   By retbenser, March 19, 2012
   • 4 replies
   • 1.3k views
   • 
   • frizzyguy
   • March 20, 2012

7. Average Compensation

   By Dougsbpc, March 12, 2018
   • 2 replies
   • 1.4k views
   • 
   • Mike Preston
   • March 12, 2018

8. Average Compensation for High 3 Years

   By Guest JPitcl, January 20, 2000
   • 4 replies
   • 2.3k views
   • 
   • AdKu
   • October 29, 2015

9. Average Compensation from Prior Employer

   By Guest JPitcl, December 6, 2001
   • 2 replies
   • 1.4k views
   • 
   • David MacLennan
   • December 14, 2001

10. Average Group Age Determines Benefit Level

    By WDIK, November 12, 2003
    • 10 replies
    • 1.3k views
    • 
    • WDIK
    • November 13, 2003

11. Average Retirement Age

    By Dawn Hafner, August 31, 2000
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • September 1, 2000

12. Avg Comp from previous years

    By ombskid, December 13, 2007
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • December 19, 2007

13. Avg Salary used in pension calculation

    By Gary, October 13, 1999
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 16, 1999

14. Avg. Comp. Definition

    By Young Curmudgeon, January 29, 2008
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • January 29, 2008

15. Avoiding election to reduce prefunding balance

    By carrots, July 30, 2009
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • July 30, 2009

16. B Or No B The Final Year?

    By mming, April 29, 2009
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 1, 2009

17. Back Door Roth to go with Cash Balance/PS Plans

    By metsfan026, February 9, 2024
    • 3 replies
    • 1k views
    • 
    • CuseFan
    • February 9, 2024

18. Back Pay

    By BTG, July 7, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • July 10, 2009

19. Back payments, plan limited under IRC Section 436

    By My 2 cents, July 22, 2016
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • July 22, 2016

20. Back to Basics - DB 101

    By 2muchstress, July 19, 2004
    • 8 replies
    • 1.7k views
    • 
    • MGB
    • July 21, 2004

21. back up calculations

    By SSRRS, November 7, 2018
    • 2 replies
    • 584 views
    • 
    • SSRRS
    • November 7, 2018

22. Backloading and 3% Accrual Rule

    By Andy the Actuary, June 30, 2008
    • 18 replies
    • 3.7k views
    • 
    • SoCalActuary
    • July 7, 2008

23. Bad History

    By wally, November 13, 2019
    • 3 replies
    • 736 views
    • 
    • Socal.actuary
    • November 29, 2019

24. Bad QDRO-What to do?

    By AndyH, April 11, 2005
    • 8 replies
    • 1.5k views
    • 
    • AndyH
    • April 13, 2005

25. BallPark Fee Quote?

    By chris, June 30, 2009
    • 25 replies
    • 3.6k views
    • 
    • Andy the Actuary
    • July 7, 2009

26. Bank converting DB account to personal

    By SSRRS, August 6, 2024
    • 13 replies
    • 1.4k views
    • 
    • acm_acm
    • August 8, 2024

27. Bankruptcy and payment of expenses

    By david rigby, July 26, 2017   

    • pbgc
    • distress termination
    • (and 1 more)

      Tagged with:

      • pbgc
      • distress termination
      • bankruptcy
    • 11 replies
    • 1.9k views
    • 
    • CarloCarmichael
    • September 7, 2017

28. Basic 417(e) lump sum question

    By AndyH, July 17, 2018
    • 1 reply
    • 777 views
    • 
    • Mike Preston
    • July 17, 2018

29. Basic Nondiscrimination Q

    By Guest lvegas, October 18, 2004
    • 7 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 21, 2004

30. Beginning of Year Valuation

    By Dougsbpc, December 17, 2001
    • 4 replies
    • 3k views
    • 
    • david rigby
    • December 18, 2001

31. Beginning of Year Valuation

    By Dougsbpc, December 8, 2005
    • 1 reply
    • 1.8k views
    • 
    • FAPInJax
    • December 9, 2005

32. Beginning of Year Valuation - Ineligibles

    By John Feldt ERPA CPC QPA, March 2, 2009
    • 5 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 2, 2009

33. Beginning of year valuation and eligibility

    By Guest smhjr, July 23, 2003
    • 13 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 21, 2003

34. beginning of year valuations

    By Guest lip, June 13, 2008
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • June 13, 2008

35. ben and comp limits, year-to-year change for funding?

    By Guest Java, April 21, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 22, 2004

36. Benchmark/comparison of defined pension plans in healthcare/hospitals.

    By Guest gainsbury, April 5, 1999
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • April 14, 1999

37. Bender Prototype Plan: Early Distribution

    By Guest jfreeborn, September 9, 2010
    • 1 reply
    • 946 views
    • 
    • Andy the Actuary
    • September 9, 2010

38. Beneficiaries do not want death benefit

    By BombyxMori, August 22, 2019
    • 6 replies
    • 2k views
    • 
    • ESOPMomma
    • August 23, 2019

39. Beneficiary Designation

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

40. Beneficiary Designation - Protected Benefit?

    By Guest MOY, July 7, 2006
    • 1 reply
    • 1.8k views
    • 
    • JanetM
    • July 7, 2006

41. Beneficiary designation with multiple beneficiaries

    By Belgarath, June 17
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • June 19

42. Beneficiary Distributions

    By rcline46, March 9, 2010
    • 6 replies
    • 2.3k views
    • 
    • Effen
    • March 10, 2010

43. Beneficiary incarcerated

    By Guest calcu, June 8, 2004
    • 1 reply
    • 1.7k views
    • 
    • maverick
    • June 8, 2004

44. Beneficiary opt for lump sum?

    By SSRRS, March 16, 2021
    • 11 replies
    • 1.5k views
    • 
    • Effen
    • May 1, 2021

45. Beneficiary Question

    By Guest jfreeborn, March 3, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • March 4, 2011

46. Beneficiary Scenario Question

    By Guest mmaggs, December 3, 2012
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • December 3, 2012

47. Beneficiary under 404(a)(7)

    By Guest pension222, August 27, 2003
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 2003

48. Beneficiary Wants to Refuse Proceeds

    By Guest Mary Anna T. McCoy, CEBS, May 9, 2008
    • 2 replies
    • 1k views
    • 
    • masteff
    • May 9, 2008

49. benefit accrual

    By Guest lip, April 17, 2008
    • 8 replies
    • 1.6k views
    • 
    • mwyatt
    • April 23, 2008

50. Benefit Accrual - Different Methods

    By MGOAdmin, July 23, 2014   

    • Cash Balanace
    • benefit
    • (and 1 more)

      Tagged with:

      • Cash Balanace
      • benefit
      • accrual
    • 21 replies
    • 4.5k views
    • 
    • MGOAdmin
    • July 28, 2014