Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Change in Actuary

   By truphao, July 4, 2020
   • 4 replies
   • 2.2k views
   • 
   • truphao
   • July 8, 2020

2. Flip-flop method question

   By Blinky the 3-eyed Fish, September 26, 2002
   • 9 replies
   • 2.2k views
   • 
   • Mike Preston
   • October 1, 2002

3. Demutualization Compensation as Plan Asset

   By Guest Steve C, June 27, 2000
   • 7 replies
   • 2.2k views
   • 
   • pjkoehler
   • June 28, 2000

4. Cash Balance Minimum Participation and ROR ICR Plans

   By CuseFan, February 20, 2019
   • 11 replies
   • 2.2k views
   • 
   • CuseFan
   • February 27, 2019

5. Failure to suspend benefit payments

   By Young Curmudgeon, January 31, 2008
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • February 1, 2008

6. QPSA question

   By roy819, October 17, 2018
   • 2 replies
   • 2.2k views
   • 
   • roy819
   • October 17, 2018

7. Pre-2001 required GUST amendments?

   By Guest FredReilly, December 15, 2000
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • December 28, 2000

8. FASB 87 Average future lifetime

   By FAPInJax, January 23, 2001
   • 0 replies
   • 2.2k views
   • 
   • FAPInJax
   • January 23, 2001

9. PPA Funding

   By Gary, August 3, 2009
   • 16 replies
   • 2.2k views
   • 
   • Gary
   • August 4, 2009

10. QDRO basis for Stream of Payments

    By RSG15812, February 16, 2016
    • 8 replies
    • 2.2k views
    • 
    • david rigby
    • February 17, 2016

11. Last day Employment Requirement in a DB plan

    By flosfur, February 19, 2004
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • February 23, 2004

12. Schedule SB

    By MoShawn, May 17, 2011
    • 6 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • May 24, 2011

13. 2009 Minimum Distribution

    By AndyH, February 1, 2010
    • 14 replies
    • 2.2k views
    • 
    • Guest
    • February 8, 2010

14. Change in Death Benefits Conditions

    By Guest kredlin, April 15, 2002
    • 7 replies
    • 2.2k views
    • 
    • david rigby
    • April 16, 2002

15. PBGC Coverage Question

    By Doghouse, July 13, 2009
    • 10 replies
    • 2.2k views
    • 
    • SoCalActuary
    • July 14, 2009

16. Changing annuity starting date

    By Guest ERRRISA, September 14, 2010
    • 2 replies
    • 2.2k views
    • 
    • My 2 cents
    • September 17, 2010

17. fasb - yield curve analysis

    By Guest VTran, February 2, 2010
    • 6 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • February 7, 2010

18. RMD extension?

    By SSRRS, March 20, 2020
    • 21 replies
    • 2.2k views
    • 
    • RatherBeGolfing
    • March 30, 2020

19. Lump Sum Distribution

    By Guest W J Parks, June 14, 2000
    • 4 replies
    • 2.2k views
    • 
    • AndyH
    • June 16, 2000

20. 204h notices

    By Gary, July 8, 2009
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • July 8, 2009

21. new "three highest" 415 limits and previous higher income

    By Guest Steven Podnos, March 23, 2006
    • 9 replies
    • 2.2k views
    • 
    • AndyH
    • March 24, 2006

22. In-Service Distribution and RMD

    By Dougsbpc, June 26, 2008
    • 4 replies
    • 2.2k views
    • 
    • SoCalActuary
    • June 30, 2008

23. LTD Benefits/Continued Accrual/Cutback

    By Guest jgferrei, November 23, 1998
    • 1 reply
    • 2.2k views
    • 
    • Alonzo
    • November 24, 1998

24. mandatory Employee contributions: after-tax?

    By Guest Fred Maynard, March 2, 2005
    • 2 replies
    • 2.2k views
    • 
    • Lori Friedman
    • March 2, 2005

25. EA AFTAP Certification

    By Gary, June 6, 2008
    • 1 reply
    • 2.2k views
    • 
    • Andy the Actuary
    • June 6, 2008

26. Form 8955 SSA required for Cash Balance

    By jmartin, November 4, 2011
    • 4 replies
    • 2.2k views
    • 
    • Effen
    • November 4, 2011

27. Reasonable funding method? What to do?

    By Blinky the 3-eyed Fish, April 10, 2003
    • 14 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 15, 2003

28. Cash Balance Sample Document

    By David MacLennan, April 15, 2003
    • 3 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • May 11, 2003

29. Defined Benefit and SEP IRA

    By Guest AbbyP, October 26, 2009
    • 8 replies
    • 2.2k views
    • 
    • AndyH
    • November 3, 2009

30. 1963 Buck Mortality Table

    By Guest mbklein, March 31, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • March 31, 1999

31. Effect of Top-Paid Group Election on Restricted Employee Determination

    By Guest merlin, July 19, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • July 23, 2002

32. Holding Data for Ransom

    By Rball4, June 18, 2016
    • 11 replies
    • 2.2k views
    • 
    • Peter Gulia
    • June 23, 2016

33. Funding Balance Elections

    By JBones, February 3, 2010
    • 6 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • February 4, 2010

34. 436(d)(4) in Final Regs

    By dmb, December 7, 2009
    • 5 replies
    • 2.2k views
    • 
    • Everett Moreland
    • December 8, 2009

35. Cash Balance Plan

    By JAY21, February 17, 2009
    • 6 replies
    • 2.2k views
    • 
    • AndyH
    • February 18, 2009

36. Dolgoff Plans? Anyone know anything about these?

    By Guest divadab, September 25, 2006
    • 3 replies
    • 2.2k views
    • 
    • Ron Snyder
    • September 26, 2006

37. QJSA - Most Valuable

    By ERISA25, August 27, 2015
    • 3 replies
    • 2.2k views
    • 
    • Hojo
    • August 31, 2015

38. Frozen Cash Balance?

    By justanotheradmin, October 3, 2013   

    • Cash Balance
    • Amendment
    • (and 2 more)

      Tagged with:

      • Cash Balance
      • Amendment
      • frozen
      • freeze
    • 5 replies
    • 2.2k views
    • 
    • Effen
    • October 4, 2013

39. DB Plan in distress

    By jkdoll2, August 18, 2009
    • 16 replies
    • 2.2k views
    • 
    • SoCalActuary
    • February 20, 2010

40. Disability Incidence Table

    By Guest Texas_Acty, March 22, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 23, 2006

41. Underfunded DB plan termination; can family members of business owners waive their benefits, too?

    By Dougsbpc, September 22, 2003
    • 1 reply
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2003

42. Loans/Deemed Distributions

    By Christine Roberts, June 30, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 30, 1999

43. "Final" Certified AFTAPS

    By AndyH, September 30, 2010
    • 9 replies
    • 2.2k views
    • 
    • dmb
    • October 1, 2010

44. Most Valuable Accrual Rate

    By Guest Grumpy456, December 21, 2006
    • 7 replies
    • 2.2k views
    • 
    • AndyH
    • March 9, 2007

45. Vesting Upon Plan Termination

    By Guest Texas_Acty, February 15, 2006
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 16, 2006

46. Termination of an Underfunded DB Plan

    By Guest Gary A. Luing, September 4, 2003
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • September 4, 2003

47. 1/2 Annuity Option and 1/2 Lump Sum

    By AndyH, May 11, 2009
    • 19 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • May 13, 2009

48. Partial Termination in small plans

    By flosfur, June 23, 2006
    • 7 replies
    • 2.2k views
    • 
    • Locust
    • June 27, 2006

49. FAS 87 vs. Funding

    By emmetttrudy, November 20, 2008
    • 3 replies
    • 2.2k views
    • 
    • ScottR
    • November 24, 2008

50. Cash-Balance Vesting Requirement

    By JAY21, December 14, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • April 13, 2007