Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. New Cash Balance Plans

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

2. Pre-Termination Restrictions

   By Guest pensionpete, May 29, 2003
   • 21 replies
   • 4.2k views
   • 
   • Blinky the 3-eyed Fish
   • June 25, 2003

3. 2021 Cash Balance Plan Start-Up that hasn't been funded yet

   By Brob69, November 26, 2024
   • 21 replies
   • 1.4k views
   • 
   • Lou S.
   • December 5, 2024

4. Cash Balance - Is pay credit required to be deposited for a terminated participant

   By Jakyasar, February 2, 2022
   • 21 replies
   • 1.8k views
   • 
   • Nate S
   • February 15, 2022

5. DB participation

   By Guest lerieleech, October 3, 2006
   • 21 replies
   • 3.8k views
   • 
   • figure 8
   • February 9, 2016

6. 412i Coverage

   By Guest merlin, September 7, 2005
   • 21 replies
   • 5.3k views
   • 
   • Guest
   • February 3, 2006

7. New Plan 2007 AFTAP

   By Blinky the 3-eyed Fish, February 14, 2008
   • 21 replies
   • 1.8k views
   • 
   • ak2ary
   • February 15, 2008

8. Underfunded Plan Termination in 2008

   By Guest Sus95, May 13, 2008
   • 21 replies
   • 2.9k views
   • 
   • ak2ary
   • May 20, 2008

9. IBM Adverse Decision on Cash Balance Plans

   By mwyatt, August 1, 2003
   • 20 replies
   • 7.9k views
   • 
   • mbozek
   • August 11, 2003

10. Correction for not Crediting Service?

    By Guest kjk, April 4, 2002
    • 20 replies
    • 3.1k views
    • 
    • Mike Preston
    • April 9, 2002

11. The Case of the Estranged Spousette

    By Andy the Actuary, September 10, 2008
    • 20 replies
    • 3k views
    • 
    • tymesup
    • September 19, 2008

12. overzealous auditors

    By chuTzPA, April 5, 2019
    • 20 replies
    • 1.6k views
    • 
    • chuTzPA
    • April 10, 2019

13. DB Contribution Exceeds Schedule C

    By Andy the Actuary, June 19, 2007
    • 20 replies
    • 5.8k views
    • 
    • masteff
    • June 27, 2007

14. Burning Carryover Balance

    By Guest TammyS, March 9, 2009
    • 20 replies
    • 4.3k views
    • 
    • Mike Preston
    • March 12, 2009

15. Duty to recoup benefits where no damage to plan

    By Guest StephenJ7976, November 6, 2008
    • 20 replies
    • 2.4k views
    • 
    • Guest
    • November 8, 2008

16. Negative PV of S/F Installments

    By Guest raintrain19, September 27, 2013
    • 20 replies
    • 3.5k views
    • 
    • Guest
    • October 7, 2013

17. Actuary - offshore, bpo

    By Guest bill555, August 20, 2008
    • 20 replies
    • 3.4k views
    • 
    • AndyH
    • August 27, 2008

18. Waiver of Benefits

    By Gary, February 17, 2009
    • 20 replies
    • 6.7k views
    • 
    • Mike Preston
    • December 23, 2016

19. 412i plan

    By Gary, June 3, 2010
    • 20 replies
    • 3.5k views
    • 
    • Gary
    • June 14, 2010

20. Dec 2003 FAS87 discount rate

    By Guest dsyrett, January 7, 2004
    • 20 replies
    • 2.7k views
    • 
    • Guest
    • January 27, 2004

21. Frozen Benefit / Frozen Participants

    By Penman2006, September 24, 2007
    • 20 replies
    • 5.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 27, 2007

22. Eligibility provision

    By SSRRS, September 15, 2021
    • 20 replies
    • 1.8k views
    • 
    • SSRRS
    • July 16

23. Quarterly Contributions/2008 Schedule SB

    By JAY21, March 12, 2009
    • 20 replies
    • 3.8k views
    • 
    • Guest
    • April 28, 2009

24. 412(i) Audit from hell, could use some help

    By RayJJohnsonJr, May 29, 2009
    • 20 replies
    • 2.8k views
    • 
    • JAY21
    • June 4, 2009

25. AFTAP, Restrictions, EOY Vals, Plans < 5 Yrs. Old

    By Penman2006, January 3, 2008
    • 20 replies
    • 3.9k views
    • 
    • Penman2006
    • February 2, 2008

26. DB Plan Termination

    By Guest JimJ, March 13, 2002
    • 20 replies
    • 4.5k views
    • 
    • david rigby
    • March 27, 2002

27. Former HCE Def'n

    By JAY21, November 27, 2007
    • 20 replies
    • 3.7k views
    • 
    • SoCalActuary
    • December 4, 2007

28. Restricted Employee Calculation

    By LIBOR, January 10, 2002
    • 20 replies
    • 4.2k views
    • 
    • AndyH
    • August 15, 2002

29. Amending valuation during audit

    By SSRRS, June 17
    • 20 replies
    • 1.6k views
    • 
    • SSRRS
    • July 10

30. DB Plans and 415 limits

    By Belgarath, January 18, 2017
    • 20 replies
    • 2.7k views
    • 
    • dan.jock
    • January 31, 2017

31. 1st year CB Plan and PPA

    By abanky, January 7, 2009
    • 20 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 13, 2009

32. IBM case is reversed on appeal

    By Guest mjb, August 8, 2006
    • 20 replies
    • 3.9k views
    • 
    • Guest
    • August 18, 2006

33. waiver of benefits upon lplan termination

    By thepensionmaven, April 9, 2008
    • 20 replies
    • 5.3k views
    • 
    • Mike Preston
    • April 18, 2008

34. 415 limits

    By FAPInJax, September 16, 2004
    • 20 replies
    • 3.8k views
    • 
    • SoCalActuary
    • October 4, 2004

35. Allocation conditions in Cash Balance Plans

    By AndyH, October 24, 2008
    • 20 replies
    • 4.6k views
    • 
    • AndyH
    • October 27, 2008

36. YIKES ! Sis just got a 10K Bill

    By Guest edwardc3000, March 14, 2007
    • 20 replies
    • 4.1k views
    • 
    • Guest
    • March 21, 2007

37. Non Discrimination Testing

    By Gary, July 13, 2006
    • 20 replies
    • 5.4k views
    • 
    • Gary
    • August 4, 2006

38. 10-year CC annuity

    By jpod, August 31, 2017
    • 20 replies
    • 3.5k views
    • 
    • Mike Preston
    • September 1, 2017

39. Suspension of Benefits Notice

    By Effen, June 19, 2003
    • 19 replies
    • 7k views
    • 
    • Effen
    • September 5, 2003

40. terminated plan, last participant not responding

    By AlbanyConsultant, August 27, 2014
    • 19 replies
    • 3.4k views
    • 
    • My 2 cents
    • December 11, 2014

41. Spousal Consent

    By Pension Admin in Ohio, May 15, 2020
    • 19 replies
    • 1.7k views
    • 
    • Luke Bailey
    • May 21, 2020

42. offer 5.001% stock option-- NHCE becomes HC

    By SSRRS, September 20, 2019
    • 19 replies
    • 1.4k views
    • 
    • SSRRS
    • September 26, 2019

43. 412i Coverage/Nondicrimination Test

    By Guest merlin, December 20, 2004
    • 19 replies
    • 2.6k views
    • 
    • mwyatt
    • December 23, 2004

44. Cash Balance vs Defined Benefit

    By MGOAdmin, September 22, 2015   

    • CB
    • DB
    • 19 replies
    • 3.4k views
    • 
    • Effen
    • October 5, 2015

45. Compensation used for valuation

    By ac, January 14, 2003
    • 19 replies
    • 3.4k views
    • 
    • David MacLennan
    • January 15, 2003

46. General Testing of Aggregated DB/DC Plans.

    By flosfur, February 26, 2004
    • 19 replies
    • 3.1k views
    • 
    • AndyH
    • March 3, 2004

47. DB Admin software

    By R. Butler, July 22, 2005
    • 19 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2005

48. 2011 Contribution Deadline - 9/15/12 or 9/17/12

    By carrots, September 12, 2012
    • 19 replies
    • 6k views
    • 
    • frizzyguy
    • September 27, 2012

49. Plan amendments for the new 417(e) rules

    By John Feldt ERPA CPC QPA, October 18, 2007
    • 19 replies
    • 4.4k views
    • 
    • Guest
    • November 7, 2007

50. Trust named as beneficiary for post retirement death benefits

    By Belgarath, June 18, 2019
    • 19 replies
    • 3.2k views
    • 
    • Belgarath
    • June 21, 2019