Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Calculating the maximum lump sum

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

2. Failure to suspend benefit payments

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

3. GATT and Reversion

   By Guest Rosalind, May 31, 2002
   • 7 replies
   • 2.2k views
   • 
   • Mike Preston
   • June 1, 2002

4. 5500ez late filing penalties

   By Gary, October 6, 2011
   • 7 replies
   • 2.2k views
   • 
   • SoCalActuary
   • October 7, 2011

5. 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

6. Final Average Compensation

   By Guest calcu, August 4, 2004
   • 7 replies
   • 2.2k views
   • 
   • MGB
   • August 5, 2004

7. Overfunded Union Plan - how to terminat/merge/convert?

   By Guest Dressageho, April 15, 2009
   • 10 replies
   • 2.2k views
   • 
   • Guest
   • April 21, 2009

8. Flip-flop method question

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

9. Schedule SB

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

10. 415 limit greater than 417(e) lump sum

    By Pension RC, March 17, 2014
    • 2 replies
    • 2.2k views
    • 
    • Calavera
    • March 18, 2014

11. plan termination

    By thepensionmaven, December 20, 2007
    • 16 replies
    • 2.2k views
    • 
    • Guest
    • December 28, 2007

12. IRS Mortality Tales

    By Gary, September 15, 2008
    • 7 replies
    • 2.2k views
    • 
    • SoCalActuary
    • September 17, 2008

13. In service distributions

    By Guest KLM, November 12, 2008
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • November 12, 2008

14. Adoption of plan with retroactive effective date

    By Guest JDL, January 8, 2003
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • March 7, 2003

15. 1983 IAF P2000 Scale G

    By Ron Snyder, May 20, 2002
    • 6 replies
    • 2.2k views
    • 
    • David MacLennan
    • June 11, 2004

16. New Cash Balance Plans

    By Guest lerieleech, November 18, 2004
    • 21 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 19, 2004

17. Loans/Deemed Distributions

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

18. Maximum deductions

    By Gary, April 17, 2007
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • April 19, 2007

19. Benefits claim if plan has been terminated and annuities purchased

    By Gary, January 12, 2000
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • February 1, 2000

20. Sole Proprietorship Valuation

    By Blinky the 3-eyed Fish, March 5, 2003
    • 6 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 7, 2003

21. 401(a)(26) problem?

    By AndyH, March 11, 2003
    • 13 replies
    • 2.2k views
    • 
    • AndyH
    • March 13, 2003

22. Last day Employment Requirement in a DB plan

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

23. 2009 Minimum Distribution

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

24. Demutualization Compensation as Plan Asset

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

25. 412(i) - ASPA meeting?

    By Guest Keith N, November 4, 2002
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • November 7, 2002

26. Change in Death Benefits Conditions

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

27. Definition of "retirement" under ERISA or REA

    By fmsinc, July 19, 2019
    • 9 replies
    • 2.2k views
    • 
    • fmsinc
    • July 22, 2019

28. QJSA - Most Valuable

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

29. 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

30. Cash Balance Plan

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

31. 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

32. PBGC Coverage Question

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

33. fasb - yield curve analysis

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

34. Pre-2001 required GUST amendments?

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

35. LTD Benefits/Continued Accrual/Cutback

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

36. Changing the Subject

    By Gary, February 20, 2009
    • 10 replies
    • 2.2k views
    • 
    • Gary
    • February 26, 2009

37. PPA Funding

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

38. Lump Sum Distribution

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

39. QDRO basis for Stream of Payments

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

40. FASB 87 Average future lifetime

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

41. 204h notices

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

42. In-Service Distribution and RMD

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

43. DB Plan in distress

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

44. 1963 Buck Mortality Table

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

45. Form 8955 SSA required for Cash Balance

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

46. Disability Incidence Table

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

47. "Final" Certified AFTAPS

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

48. Holding Data for Ransom

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

49. EA AFTAP Certification

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

50. Funding Balance Elections

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