Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Benefits Commence Long After Annuity Start Date

   By ERISA-Bubs, March 17, 2011
   • 2 replies
   • 3.1k views
   • 
   • My 2 cents
   • March 10, 2014

2. Benefits from 2 DB Plans

   By Guest Max Power, April 13, 2004
   • 11 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • June 22, 2004

3. Benefits Limitation Participant Notice

   By Andy the Actuary, April 1, 2008
   • 0 replies
   • 929 views
   • 
   • Andy the Actuary
   • April 1, 2008

4. Benefits Other Than Retirement Benefits

   By Guest Day Erisa72, October 17, 2006
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • October 17, 2006

5. Benefits Restriction After Plan Termination

   By Andy the Actuary, July 15, 2014
   • 3 replies
   • 1.5k views
   • 
   • AndyH
   • July 15, 2014

6. Benefits subject to 417(e)(3)

   By Guest PensionNW, February 20, 2003
   • 12 replies
   • 6.1k views
   • 
   • MGB
   • February 24, 2003

7. Benefits Subject to taxes

   By Gary, January 24, 2007
   • 0 replies
   • 966 views
   • 
   • Gary
   • January 24, 2007

8. Benefits, rights and features

   By FAPInJax, March 18, 2009
   • 0 replies
   • 1.1k views
   • 
   • FAPInJax
   • March 18, 2009

9. Benefitting determination

   By FAPInJax, March 29, 2004
   • 4 replies
   • 1k views
   • 
   • AndyH
   • March 30, 2004

10. Benefitting under a DB plan

    By Gary, June 11, 2008
    • 14 replies
    • 2.6k views
    • 
    • Mike Preston
    • June 18, 2008

11. Bequest to qualified defined benefit plan

    By Guest sonyasingla, October 29, 2013
    • 15 replies
    • 2.1k views
    • 
    • david rigby
    • March 12, 2014

12. Best merger date

    By rcline46, August 31, 2011
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • September 1, 2011

13. Best practices - finding missing participants and processing participant deaths

    By StaceyHelton, February 11, 2016
    • 0 replies
    • 902 views
    • 
    • StaceyHelton
    • February 11, 2016

14. Best Practices for Actuarial Equivalence Study?

    By Centerstage, August 22, 2019   

    • defined beneift
    • actuarial equivalent
    • (and 1 more)

      Tagged with:

      • defined beneift
      • actuarial equivalent
      • law suit
    • 1 reply
    • 706 views
    • 
    • CuseFan
    • August 22, 2019

15. Big Thank You to Lois!

    By Effen, July 20, 2025
    • 1 reply
    • 985 views
    • 
    • Lois Baker
    • July 20, 2025

16. Billing

    By Guest GMP, July 30, 2009
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • August 3, 2009

17. Birth rate probabilities

    By Guest, September 20, 2000
    • 5 replies
    • 1.5k views
    • 
    • Larry M
    • September 24, 2000

18. blank schedule sb

    By Gary, July 7, 2011
    • 1 reply
    • 958 views
    • 
    • SoCalActuary
    • July 8, 2011

19. Boehner Bill HR 2830, Pension Protection Act of 2005

    By §#$%!, June 14, 2005
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 14, 2005

20. Bond For a Restricted Employee

    By Guest merlin, May 16, 2007
    • 9 replies
    • 2.7k views
    • 
    • AndyH
    • May 17, 2007

21. Bonding or Other Escrow Vehicles for Restricted Employees

    By Guest David M, April 2, 2002
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2003

22. bonding requirement

    By Gary, December 9, 2011
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • December 12, 2011

23. BOY val and freeze

    By ombskid, June 11, 2013
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • June 11, 2013

24. boy val normal cost late retirement

    By Draper55, February 28, 2013
    • 4 replies
    • 1.2k views
    • 
    • chc93
    • March 1, 2013

25. Boy val/aftap

    By Draper55, March 12, 2015
    • 4 replies
    • 1.3k views
    • 
    • StormShadow
    • March 19, 2015

26. Brain Cramp - AFTAP and Shortfall Amortization

    By mwyatt, February 4, 2009
    • 4 replies
    • 2k views
    • 
    • Andy the Actuary
    • February 5, 2009

27. Brain Cramp - Cash Balance and Current Liability

    By mwyatt, August 27, 2003
    • 2 replies
    • 1.3k views
    • 
    • mwyatt
    • August 27, 2003

28. Brain Cramp - EOY Val and Sole Proprietor

    By mwyatt, September 6, 2012
    • 4 replies
    • 1.2k views
    • 
    • Calavera
    • September 7, 2012

29. Brain Cramp on 436

    By mwyatt, December 8, 2011
    • 4 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • December 9, 2011

30. Brain Cramp on converting prior DB AB for 415 offset

    By mwyatt, November 18, 2003
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 1, 2003

31. Brain Cramp part 2: 436 restrictions

    By Guest cbclark, October 25, 2012
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • October 26, 2012

32. Breach of Fiduciary Duty

    By Janie, August 15, 2017
    • 5 replies
    • 1.5k views
    • 
    • Janie
    • August 15, 2017

33. Break in Service Question

    By SteveH, October 3, 2006
    • 14 replies
    • 4.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2006

34. Break in service, average comp

    By Guest DBStudentAct, June 5, 2009
    • 1 reply
    • 823 views
    • 
    • Andy the Actuary
    • June 5, 2009

35. Break in Service: Prohibit Lump Sum Cashout?

    By Guest RW, July 27, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 28, 2000

36. BRF Testing

    By Guest Pennysaver, July 23, 2009
    • 1 reply
    • 1.2k views
    • 
    • JAY21
    • July 24, 2009

37. Broadly Available Separate Plans-of much use ?

    By JAY21, September 29, 2005
    • 0 replies
    • 1.6k views
    • 
    • JAY21
    • September 29, 2005

38. Broker Idea

    By tuni88, May 24, 2010
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • June 13, 2010

39. Brokerage Account and DB Plan

    By Guest mingblue, February 7, 2007
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 9, 2007

40. Brother Sister Relationship to Establish a DB Plan

    By Hoard1, December 30, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 5, 2000

41. Bull or No Bull?

    By Andy the Actuary, October 8, 2008
    • 13 replies
    • 1.4k views
    • 
    • chc93
    • October 9, 2008

42. Bundled DB services

    By Guest Spock, December 12, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 30, 2009

43. Burn Notice

    By Andy the Actuary, August 14, 2008
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • August 15, 2008

44. Burn Ointment

    By Andy the Actuary, March 5, 2012
    • 9 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • March 12, 2012

45. Burning Carryover Balance

    By Guest TammyS, March 9, 2009
    • 20 replies
    • 4.4k views
    • 
    • Mike Preston
    • March 12, 2009

46. Business sale and 204(h) notice

    By AndyH, March 23, 2005
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • March 23, 2005

47. business scale down ..401(a)(4)&401(a)(26)

    By Draper55, November 3, 2021
    • 3 replies
    • 770 views
    • 
    • CuseFan
    • November 4, 2021

48. buyers of bus. sponsoring plans w/excess assets

    By Earl, May 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • Earl
    • May 5, 2000

49. Buying Annuity Contracts for Terminating DB Plan

    By dpav, July 25, 2019
    • 7 replies
    • 1.7k views
    • 
    • Adam White
    • August 5, 2019

50. C-Corp 10/15 1120 deadline vs 430 9/15 funding deadline

    By shERPA, September 29, 2017
    • 9 replies
    • 1.7k views
    • 
    • figure 8
    • October 10, 2018