Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. C2 (DB) question

   By Guest sritts, December 4, 2003
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • December 4, 2003

2. Calculate maximum lump sum

   By ombskid, June 10, 2015
   • 5 replies
   • 2.3k views
   • 
   • ubermax
   • September 30, 2015

3. calculating comp limits pre-EGTRRA method after EGTRRA

   By Guest knichols, March 9, 2005
   • 0 replies
   • 1k views
   • 
   • Guest
   • March 9, 2005

4. Calculating final average earnings

   By Guest Jensen, November 22, 2006
   • 12 replies
   • 5.1k views
   • 
   • TPApril
   • July 25, 2012

5. Calculating Involuntary Cash Out

   By Guest jfreeborn, January 13, 2012
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • January 13, 2012

6. Calculating Life Expectancy

   By Guest jc719, July 2, 2008
   • 4 replies
   • 7.4k views
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   • Andy the Actuary
   • July 2, 2008

7. calculating lump sum when there is unreduced early

   By Guest ctrapatsos, April 13, 2011
   • 5 replies
   • 1.9k views
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   • AndyH
   • April 14, 2011

8. Calculating Normal Accrual Rates and Equivalent Allocation Rates

   By Guest Grumpy456, November 8, 2006
   • 4 replies
   • 7.4k views
   • 
   • Guest
   • November 17, 2006

9. Calculating Normal Cost - Segment Rate to Be Used

   By metsfan026, September 30, 2021
   • 3 replies
   • 663 views
   • 
   • C. B. Zeller
   • September 30, 2021

10. Calculating Restricted Amount

    By Andy the Actuary, March 5, 2009
    • 1 reply
    • 877 views
    • 
    • tymesup
    • March 26, 2009

11. Calculating RMD to owner has attained 70.5 on Plan Termination

    By AdKu, February 18, 2016   

    • Owner RMD on Plan Termination
    • 4 replies
    • 1.5k views
    • 
    • Calavera
    • February 23, 2016

12. Calculating the maximum lump sum

    By Guest smhjr, January 9, 2004
    • 9 replies
    • 2.2k views
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    • Mike Preston
    • January 10, 2004

13. calculating the offset under Miller v Xerox Corp.

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

14. Calculation of 415 max. lump sum benefit in year after plan termination date

    By Dinosaur, November 17, 2021
    • 2 replies
    • 758 views
    • 
    • Dinosaur
    • November 23, 2021

15. Calculation of earned income for sole prop or partnership

    By jkdoll2, March 28, 2012
    • 7 replies
    • 5.5k views
    • 
    • frizzyguy
    • March 28, 2012

16. Calculation of late retirement benefit

    By ac, January 21, 2007
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • January 22, 2007

17. Calculation of Lump Sum

    By ac, August 31, 2010
    • 3 replies
    • 1.7k views
    • 
    • My 2 cents
    • September 1, 2010

18. Calculation of most valuable benefit

    By FAPInJax, January 4, 2007
    • 0 replies
    • 963 views
    • 
    • FAPInJax
    • January 4, 2007

19. Calculation of MVAR In A Plan That Pays Lump Sums

    By Guest merlin, October 30, 2002
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • November 6, 2002

20. Calculation of new shortfall installment

    By Guest DBStudentAct, April 24, 2010
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • April 27, 2010

21. Calculation of PBGC Variable Premium Liability

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

22. Calculation of PIA

    By Gary, April 11, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 12, 2000

23. Calculation of Restricted/Unrestricted Amount in Underfunde DBPlan

    By Guest sdolce, July 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 19, 2001

24. Calculation of Top Heavy Minimum For A deferred Retiree

    By Guest merlin, October 31, 2003
    • 10 replies
    • 1.3k views
    • 
    • Mike Preston
    • October 31, 2003

25. Calendar year data election

    By AndyH, July 13, 2005
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • July 18, 2005

26. Calendar year data election for HCE

    By Guest OHH, February 6, 2004
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • February 6, 2004

27. calling mgb, what about reverting to old law??

    By Guest Keith N, May 31, 2001
    • 2 replies
    • 2.1k views
    • 
    • MGB
    • June 2, 2001

28. can a 401(k) r PS account be rolled over to a regular DB or a 412(e)(3) and the funds remain segregated?

    By RayJJohnsonJr, November 10, 2020
    • 3 replies
    • 601 views
    • 
    • RayJJohnsonJr
    • November 22, 2020

29. Can a 412(e)(3) plan be frozen?

    By amoy, November 11, 2015
    • 0 replies
    • 1.1k views
    • 
    • amoy
    • November 11, 2015

30. Can a 412i plan have a plan loan provision? DB Money Purchas Plans pla

    By Guest NPaleveda, April 7, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 9, 2001

31. Can a 412i plan intergrate social security-is there a program that run

    By Guest NPaleveda, April 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • Lorraine Dorsa
    • April 9, 2001

32. Can a benefit "flip" from accrued to ancillary?

    By Übernerd, October 9, 2008
    • 13 replies
    • 6.7k views
    • 
    • Übernerd
    • October 20, 2008

33. Can a cash balance plan (or any DB plan, for that matter) provide that

    By Scott, December 10, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 13, 2000

34. Can a DB participant change distribution option to lump sum after first annuity payment is made?

    By Guest 1stoppop, September 16, 2009
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • September 16, 2009

35. Can a DB plan sell employer securities to the employer?

    By Scott, July 29, 2010
    • 0 replies
    • 993 views
    • 
    • Scott
    • July 29, 2010

36. Can a final average ever be higher than the average of the 401(a)17 limits for the years considered in the average?

    By Guest elem, September 2, 2005
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • September 3, 2005

37. Can a foreign corporation replace domestic subsidiary as plan sponsor following cessation of domestic subsidiary's operations?

    By Guest JGodsoe, April 9, 2004
    • 0 replies
    • 811 views
    • 
    • Guest
    • April 9, 2004

38. Can a Grandfathered Benefit Trump the QJSA Most-Valuable Rule?

    By Übernerd, May 7, 2013   

    • QJSA
    • Lump Sum
    • 0 replies
    • 1.8k views
    • 
    • Übernerd
    • May 7, 2013

39. Can a new Plan have a Short Year End?

    By Guest C.Wendt, April 25, 2001
    • 1 reply
    • 1.4k views
    • 
    • wmyer
    • April 25, 2001

40. Can a non-owner waive in and out of participation in a defined benefit plan?

    By Guest pensionquestioner, December 17, 2003
    • 2 replies
    • 2.3k views
    • 
    • mwyatt
    • December 18, 2003

41. Can a pension plan’s funding be expressed as a percentage of the one participant’s salary?

    By Peter Gulia, July 15, 2010
    • 4 replies
    • 1.2k views
    • 
    • SoCalActuary
    • July 15, 2010

42. Can a Plan compute the soc. sec. benefit (used for purposes of the off

    By Gary, November 5, 2001
    • 0 replies
    • 1.2k views
    • 
    • Gary
    • November 5, 2001

43. Can a Plan or Plan Administrator under ERISA be sued for mismanaging a QDRO?

    By Ms. Gloria White, February 26, 2021
    • 3 replies
    • 889 views
    • 
    • Lou S.
    • February 26, 2021

44. Can a QRP be used to replace a QRP?

    By My Three Sons, June 30, 2022
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • July 1, 2022

45. Can a salary scale be used with Level Dollar Individual Aggregate funding method?

    By Guest billkalke, April 19, 2005
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 19, 2005

46. Can A Statutory Employee Set Up A Plan?

    By Stash026, December 17, 2019
    • 4 replies
    • 975 views
    • 
    • Bill Presson
    • December 23, 2019

47. Can a terminated employee who was in a DB plan rollover his funds into

    By Guest Tara Curran, November 21, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • April 1, 2001

48. Can a traditional defined benefit plan be converted to a 412(i)?

    By Guest picwrc, August 22, 2003
    • 36 replies
    • 7.2k views
    • 
    • Lame Duck
    • February 13, 2004

49. Can AB be reduced because of 415?

    By KJohnson, June 1, 2000
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • June 1, 2000

50. Can amendment adopted 2-1/2 months after year end reduce funding?

    By Guest Glen, February 18, 2004
    • 11 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2004