Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Where do i find the 1970 GA Mortality table. ?

   By Guest J. Dan Brown, March 29, 2001
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • April 4, 2001

2. What is the present value of a lifetime pension?

   By jlf, August 16, 2000
   • 6 replies
   • 2.3k views
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   • david rigby
   • August 17, 2000

3. Unrounded 415 limits

   By FAPInJax, December 17, 2007
   • 2 replies
   • 2.3k views
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   • FAPInJax
   • December 19, 2007

4. Correcting underpayments

   By TPApril, September 19, 2012
   • 3 replies
   • 2.3k views
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   • SoCalActuary
   • September 20, 2012

5. We need a part-time actuary

   By Guest GMP, December 29, 2008
   • 5 replies
   • 2.3k views
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   • Guest
   • December 29, 2008

6. "Make-up" Distribution

   By David, December 28, 2000
   • 8 replies
   • 2.3k views
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   • david rigby
   • December 29, 2000

7. Maximum Deduction under 404(0)

   By Guest DCquestioner, September 22, 2008
   • 11 replies
   • 2.3k views
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   • John Feldt ERPA CPC QPA
   • September 23, 2008

8. Valuation date change

   By Guest Marino13, May 5, 2004
   • 5 replies
   • 2.3k views
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   • Blinky the 3-eyed Fish
   • May 6, 2004

9. Change in funding method

   By FAPInJax, May 1, 2002
   • 5 replies
   • 2.3k views
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   • FAPInJax
   • May 2, 2002

10. actuarial assumed rates or return and discount rates @12/31/01

    By Guest Bill Drimel, December 12, 2001
    • 4 replies
    • 2.3k views
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    • MGB
    • August 26, 2003

11. Top Heavy DB plan

    By Lori Foresz, November 20, 2003
    • 9 replies
    • 2.3k views
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    • AndyH
    • November 25, 2003

12. Changing NRA (60 to 55)

    By David, March 9, 2000
    • 8 replies
    • 2.3k views
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    • david rigby
    • March 10, 2000

13. September 2013 30-year TSR rate and September 2013 Minimum Present Value Segment Rates under IRC 417(e)(3)(D)

    By gle318612, October 15, 2013   

    • Interest rates
    • 2 replies
    • 2.3k views
    • 
    • quinnfield
    • October 17, 2013

14. DB-DC offset & 404(a)(7) max

    By Guest Mike Spickard, December 23, 2003
    • 21 replies
    • 2.3k views
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    • AndyH
    • December 24, 2003

15. Cash Balance Plan Conversions Cause Illegal Age Discrimination?

    By Guest kp, December 30, 1998
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • August 9, 2000

16. QPSA charge

    By alexa, January 12, 2005
    • 0 replies
    • 2.3k views
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    • alexa
    • January 12, 2005

17. 404(o) Max Deduction Issues

    By mwyatt, May 13, 2008
    • 10 replies
    • 2.3k views
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    • mwyatt
    • May 15, 2008

18. Practical Import of AFTAP <60%

    By Guest merlin, December 16, 2008
    • 10 replies
    • 2.3k views
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    • dmb
    • January 16, 2009

19. DB/DC Combined Deductible Limit

    By LIBOR, June 8, 2004
    • 11 replies
    • 2.3k views
    • 
    • ERISA1
    • May 6, 2005

20. RMD extension?

    By SSRRS, March 20, 2020
    • 21 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • March 30, 2020

21. Required Minimum Distribution

    By Guest Marino13, February 5, 2003
    • 12 replies
    • 2.3k views
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    • Guest
    • February 6, 2003

22. Vesting at termination

    By ombskid, October 29, 2009
    • 4 replies
    • 2.3k views
    • 
    • ScottR
    • November 7, 2009

23. PBGC COVERAGE

    By zimbo, July 3, 2006
    • 6 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 10, 2006

24. IRC Section 415 Limits on Defined Benefit Plans

    By Guest NedA, June 6, 1999
    • 2 replies
    • 2.3k views
    • 
    • Lorraine Dorsa
    • June 8, 1999

25. Unreduced Early Retirement Benefit

    By Dougsbpc, July 11, 2008
    • 8 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • July 11, 2008

26. 401(a)(26) for closed plan

    By dmb, February 11, 2020
    • 7 replies
    • 2.3k views
    • 
    • Kevin C
    • February 14, 2020

27. Post Plan Termination Contribution (non PBGC)

    By jpm56, April 24, 2012
    • 8 replies
    • 2.3k views
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    • jpm56
    • June 5, 2012

28. Overfunded DB - Intentional Disqualification

    By dan.jock, January 8, 2018
    • 12 replies
    • 2.3k views
    • 
    • ERISAAPPLE
    • January 10, 2018

29. DB Plan Mandatory Cashouts

    By Hojo, May 16, 2024
    • 11 replies
    • 2.3k views
    • 
    • TheBoxMan
    • July 24, 2024

30. Cash-Balance Funding

    By JAY21, March 7, 2008
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • March 12, 2008

31. Retroactive application of 401(a)(17) limit

    By Guest Steve C., August 22, 2002
    • 3 replies
    • 2.3k views
    • 
    • Mike Preston
    • August 23, 2002

32. Unrelated Business Income?

    By dmb, June 10, 2004
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 17, 2004

33. Partial Lump Sum Available for Underfunded DB Plan?

    By Guest jfreeborn, November 17, 2009
    • 7 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • November 25, 2009

34. Contribution & Deduction Timing

    By richard, November 19, 1999
    • 3 replies
    • 2.3k views
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    • richard
    • November 27, 1999

35. 401(a)(26)

    By retbenser, May 26, 2011
    • 11 replies
    • 2.3k views
    • 
    • Gary
    • May 27, 2011

36. EOY Valuation and Plan Termination

    By Hojo, March 26, 2012
    • 4 replies
    • 2.3k views
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    • Guest
    • March 27, 2012

37. EOY Cash Balance Interest Crediting Rate

    By frizzyguy, June 9, 2011
    • 3 replies
    • 2.3k views
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    • carrots
    • June 17, 2011

38. Leased EE's - HCE definition

    By Guest Keith N, December 1, 1998
    • 0 replies
    • 2.3k views
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    • Guest
    • December 1, 1998

39. calculating the offset under Miller v Xerox Corp.

    By Everett Moreland, May 10, 2006
    • 6 replies
    • 2.3k views
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    • Guest
    • May 15, 2006

40. Beneficiary Distributions

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

41. Has anyone an opinin on or experience with converting a 412i into a tr

    By Guest NPaleveda, April 6, 2001
    • 1 reply
    • 2.3k views
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    • Guest
    • April 6, 2001

42. RFP for DB Plans - Trustee and/or Outsourcing of Administration

    By Guest jeanps, August 18, 2005
    • 1 reply
    • 2.3k views
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    • SoCalActuary
    • August 18, 2005

43. Deferred Retiree Benefiting under 410(B)?

    By AndyH, February 24, 2005
    • 10 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 4, 2005

44. Top Heavy Accruals

    By flosfur, September 15, 2005
    • 2 replies
    • 2.3k views
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    • david rigby
    • September 15, 2005

45. Short Plan Year

    By flosfur, June 5, 2003
    • 5 replies
    • 2.3k views
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    • Mike Preston
    • October 3, 2003

46. Termination Year Funding

    By Guest FredR, July 23, 2002
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • July 24, 2002

47. Covered Compensation for 2003

    By Guest Judy S, January 3, 2003
    • 7 replies
    • 2.3k views
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    • MGB
    • January 8, 2003

48. Interest Credits in Cash Balance Plans

    By Guest SamFischer, July 30, 2003
    • 8 replies
    • 2.3k views
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    • Everett Moreland
    • August 4, 2003

49. Fully Insured - 412i - Book

    By Guest mingblue, June 2, 2006
    • 7 replies
    • 2.3k views
    • 
    • GBurns
    • June 6, 2006

50. 415 and Prior Plan

    By pookah, March 15, 2006
    • 8 replies
    • 2.3k views
    • 
    • AndyH
    • March 21, 2006