Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. No AFTAP Certification

   By Andy the Actuary, August 21, 2012
   • 2 replies
   • 2.4k views
   • 
   • Mike Preston
   • September 4, 2012

2. End of year valuations

   By FAPInJax, November 15, 2002
   • 6 replies
   • 2.4k views
   • 
   • MGB
   • November 15, 2002

3. Minimal Accrual Rate tests on a pension equity plan (PEP)

   By Guest CuriousEmployee, January 13, 2014
   • 7 replies
   • 2.4k views
   • 
   • Guest
   • January 14, 2014

4. TH Minimum in DC Plan

   By austin3515, January 12, 2015
   • 19 replies
   • 2.4k views
   • 
   • AndyH
   • November 19, 2015

5. Incidental Death Benefit

   By Guest Roman, March 9, 2005
   • 6 replies
   • 2.4k views
   • 
   • Guest
   • March 9, 2005

6. Cash Balance Safe Harbor Interest Rates

   By Guest D.W., November 1, 2013
   • 4 replies
   • 2.4k views
   • 
   • My 2 cents
   • November 7, 2013

7. Phased Retirement Final Regs

   By JAY21, June 15, 2007
   • 16 replies
   • 2.4k views
   • 
   • ak2ary
   • October 4, 2007

8. Lost participants - terminating DB plan (Non PBGC)

   By Scuba 401, September 13, 2017
   • 13 replies
   • 2.4k views
   • 
   • YogaTPA
   • September 27, 2017

9. PPA DB Plan Benefit Statement Contents

   By RCK, December 9, 2009
   • 6 replies
   • 2.4k views
   • 
   • Andy the Actuary
   • December 9, 2009

10. Comp limit under EGTRRA-retroactive?

    By AndyH, August 22, 2001
    • 8 replies
    • 2.4k views
    • 
    • MGB
    • August 22, 2001

11. Lump Sum distribution timing

    By Guest msheather, June 7, 2006
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • June 8, 2006

12. PPA J&S 75 Solution

    By Young Curmudgeon, July 22, 2008
    • 8 replies
    • 2.4k views
    • 
    • ak2ary
    • July 23, 2008

13. Death benefit if death AFTER RMD's have begun

    By Belgarath, January 2, 2018
    • 7 replies
    • 2.4k views
    • 
    • Mike Preston
    • January 3, 2018

14. Partial Plan Termination

    By Andy the Actuary, July 5, 2007
    • 5 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 5, 2007

15. Combined DB/DC plan

    By scarabrad, December 28, 2012
    • 11 replies
    • 2.4k views
    • 
    • AndyH
    • January 2, 2013

16. Question about S-Corp loss and contribution to Defined Benefit plan

    By John Bliss, May 10, 2021
    • 3 replies
    • 2.4k views
    • 
    • CuseFan
    • May 11, 2021

17. Senate working on the interest rate change (and other relief)

    By MGB, January 28, 2004
    • 16 replies
    • 2.4k views
    • 
    • mwyatt
    • January 31, 2004

18. Discount rate development for ASC 715

    By ndj2377, February 9, 2015
    • 2 replies
    • 2.4k views
    • 
    • david rigby
    • February 9, 2015

19. Accrual of Benefits after going into pay status

    By Guest Dayon, August 30, 2001
    • 2 replies
    • 2.4k views
    • 
    • MGB
    • August 31, 2001

20. PPA Questions

    By FAPInJax, March 3, 2008
    • 7 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • March 6, 2008

21. 401(a)(26) meaningful benefit

    By Guest csk, January 26, 2005
    • 6 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 26, 2005

22. 1099 from PC

    By SSRRS, August 20, 2021
    • 8 replies
    • 2.4k views
    • 
    • shERPA
    • August 21, 2021

23. 1099, no W-2 considered common law employee

    By pensionreview, October 25, 2017
    • 3 replies
    • 2.4k views
    • 
    • ESOP Guy
    • October 25, 2017

24. Limitation of deduction under 404(a)(8)

    By Guest Gary A. Luing, November 15, 2002
    • 7 replies
    • 2.4k views
    • 
    • david rigby
    • November 18, 2002

25. PPA Fundamentals

    By Gary, October 1, 2008
    • 10 replies
    • 2.4k views
    • 
    • Gary
    • October 3, 2008

26. Average Compensation for High 3 Years

    By Guest JPitcl, January 20, 2000
    • 4 replies
    • 2.4k views
    • 
    • AdKu
    • October 29, 2015

27. Accrued Benefit - Cash Balance Plan

    By Guest skc, July 23, 2008
    • 8 replies
    • 2.4k views
    • 
    • AndyH
    • July 25, 2008

28. The maximum amount of compensation taken into account for plan purposes

    By scarabrad, November 16, 2013
    • 14 replies
    • 2.4k views
    • 
    • My 2 cents
    • November 18, 2013

29. benefit restrictions - significantly underfunded plan

    By Effen, July 30, 2007
    • 11 replies
    • 2.4k views
    • 
    • Mike Preston
    • July 31, 2007

30. Actuarial Equivalent Benefits

    By Gary, September 11, 2000
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • September 12, 2000

31. AFTAP; Participant Notice when below 80%

    By JAY21, September 9, 2008
    • 3 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • September 9, 2008

32. When does benefit accrue under elapsed time?

    By Guest PiggyBank, July 6, 2010
    • 4 replies
    • 2.4k views
    • 
    • My 2 cents
    • July 7, 2010

33. EA Continuing Education - Renewal Forms

    By mwyatt, December 7, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 10, 1998

34. Looking for this annuity table

    By jkharvey, January 31, 2007
    • 12 replies
    • 2.3k views
    • 
    • jkharvey
    • February 3, 2007

35. Suspension of Benefits Rules

    By Gary, June 6, 2000
    • 0 replies
    • 2.3k views
    • 
    • Gary
    • June 6, 2000

36. Locating Lost participants

    By alexa, April 30, 2009
    • 8 replies
    • 2.3k views
    • 
    • BG5150
    • April 30, 2009

37. Plan Actuarial Equivalence

    By Gary, December 1, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 1998

38. PPA Deduction Limit

    By Guest Aliactuary, April 3, 2007
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • April 25, 2007

39. Top Heavy Vesting In Frozen Plan

    By mming, July 20, 2009
    • 8 replies
    • 2.3k views
    • 
    • SoCalActuary
    • December 22, 2010

40. Actuarial Equivalence

    By Guest Retina, September 27, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 2004

41. Fail-safe provision for 410(b) and 401(a)(26)

    By QNPG, June 15, 2011
    • 2 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 21, 2011

42. Normal Retirement Age

    By Gary, May 7, 2009
    • 7 replies
    • 2.3k views
    • 
    • SoCalActuary
    • May 7, 2009

43. No luck getting Pension Payments from an Estate

    By Guest gerry326, August 2, 2005
    • 6 replies
    • 2.3k views
    • 
    • ljr
    • August 3, 2005

44. Divorce

    By Guest pjb, September 18, 2002
    • 10 replies
    • 2.3k views
    • 
    • mbozek
    • September 20, 2002

45. social security calculations

    By Gary, November 4, 1998
    • 0 replies
    • 2.3k views
    • 
    • Gary
    • November 4, 1998

46. lump sum and death

    By Tom Poje, September 8, 2005
    • 6 replies
    • 2.3k views
    • 
    • could be me maybe not
    • September 12, 2005

47. DB Plan Fees

    By Guest jhilliard, October 11, 2004
    • 13 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 12, 2004

48. Cessation of Operations ERISA 4062(e) situation

    By Guest VTM, September 16, 2005
    • 3 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • January 14, 2006

49. Money Purchase Plan

    By Guest printogirl, November 12, 2009
    • 12 replies
    • 2.3k views
    • 
    • Bird
    • November 13, 2009

50. Missing Employee Contribution Information in a DB Plan

    By richard, January 23, 2001
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • January 26, 2001