Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Frozen Initial Liability question

   By Guest MikeMiller, June 29, 2001
   • 7 replies
   • 2.5k views
   • 
   • david rigby
   • June 29, 2001

2. Minimum hours for year of credited service

   By Pension RC, July 13, 2016
   • 7 replies
   • 1.2k views
   • 
   • My 2 cents
   • July 13, 2016

3. Medical Leave and Hours of Service

   By Guest jfreeborn, November 19, 2010
   • 7 replies
   • 1.3k views
   • 
   • tymesup
   • November 23, 2010

4. FAS 88 Curtailment

   By Guest Turtle_01, March 22, 2005
   • 7 replies
   • 2.6k views
   • 
   • ishi
   • March 24, 2005

5. AFTAP and Contributions

   By Andy the Actuary, December 4, 2008
   • 7 replies
   • 2.2k views
   • 
   • ak2ary
   • December 10, 2008

6. maximum hypothetic balance in cash balance plan

   By Guest Deflector, November 10, 2008
   • 7 replies
   • 1.4k views
   • 
   • SoCalActuary
   • November 13, 2008

7. Suspension of Benefits for Late Retiree

   By jwallace, December 31, 2002
   • 7 replies
   • 4.6k views
   • 
   • Guest
   • January 9, 2003

8. frozen plan

   By Guest jack91, November 12, 2009
   • 7 replies
   • 1.5k views
   • 
   • david rigby
   • November 12, 2009

9. Death benefit if death AFTER RMD's have begun

   By Belgarath, January 2, 2018
   • 7 replies
   • 2.4k views
   • 
   • Mike Preston
   • January 3, 2018

10. Freezing average salary

    By ishi, December 31, 2014
    • 7 replies
    • 2k views
    • 
    • ishi
    • January 6, 2015

11. Pass-Through Expenses--Cash Balance Plan

    By SadieJane, June 18, 2015   

    • plan expenses
    • cash balance
    • 7 replies
    • 2.6k views
    • 
    • QDROphile
    • June 18, 2015

12. 2008 Reenrollment Fee

    By Andy the Actuary, December 27, 2007
    • 7 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2007

13. Expected Return on Assets under SFAS 87 or 158

    By §#$%!, July 28, 2009
    • 7 replies
    • 1.7k views
    • 
    • SoCalActuary
    • July 29, 2009

14. Meaningful benefit operationally OK but no amendment

    By Trekker, February 23, 2012
    • 7 replies
    • 1.1k views
    • 
    • AndyH
    • February 23, 2012

15. Is age 65 or 62 to be used when cross-testing a DB/DC plan?

    By AdKu, June 21, 2019
    • 7 replies
    • 1.6k views
    • 
    • AndyH
    • July 2, 2019

16. Lump Sum conversion to immediate J&S

    By JAY21, November 15, 2004
    • 7 replies
    • 2.9k views
    • 
    • MGB
    • November 16, 2004

17. Solo 401(k) and cash balance overfunding correction

    By ejohnke, December 13, 2022
    • 7 replies
    • 1.4k views
    • 
    • Bird
    • December 15, 2022

18. Yearly annuity to lump sum conversion multipliers for any interest rat

    By Guest cff, May 16, 2001
    • 7 replies
    • 3.5k views
    • 
    • Gary
    • May 23, 2001

19. Plan Design for Partnership

    By Gary, April 29, 2008
    • 7 replies
    • 2.3k views
    • 
    • tymesup
    • May 12, 2008

20. Minimal Accrual Rate tests on a pension equity plan (PEP)

    By Guest CuriousEmployee, January 13, 2014
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • January 14, 2014

21. senior moment RE DB and SEP

    By thepensionmaven, September 10, 2024
    • 7 replies
    • 975 views
    • 
    • Gina Alsdorf
    • September 13, 2024

22. Increases after 70.5 for employee in payment?

    By James, May 20, 2022
    • 7 replies
    • 1.9k views
    • 
    • Effen
    • May 24, 2022

23. Elective Transfers from Terminated Plan

    By Guest RARogers, January 12, 1999
    • 7 replies
    • 3k views
    • 
    • david rigby
    • January 16, 1999

24. Controlled Group Question

    By flosfur, November 11, 2008
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • November 12, 2008

25. Deduction for Terminating Plan

    By ac, May 21, 2003
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 23, 2003

26. Contributions to DBPP

    By Gary, May 29, 2008
    • 7 replies
    • 1.9k views
    • 
    • AndyH
    • May 29, 2008

27. Changing Cash Balance Interest Credit Rate

    By Dennis Povloski, July 29, 2005
    • 7 replies
    • 2.8k views
    • 
    • JDuns
    • August 1, 2005

28. Full Funding Limitation & Amotization of Bases

    By flosfur, January 16, 2007
    • 7 replies
    • 4.1k views
    • 
    • Guest
    • July 8, 2008

29. Section 430(f)(8) - Adjustment for Investment Experience

    By flosfur, March 12, 2009
    • 7 replies
    • 1.2k views
    • 
    • david rigby
    • March 13, 2009

30. Can There Be In-Service Distributions From A Cash Balance Plan?

    By metsfan026, January 11, 2022
    • 7 replies
    • 2k views
    • 
    • Effen
    • January 12, 2022

31. PVAB for owners will show large decrease next year?

    By SSRRS, July 6, 2023
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • July 10, 2023

32. present value of nonqualified DB benefit for FICA tax

    By Guest Keith N, June 8, 2001
    • 7 replies
    • 3k views
    • 
    • Guest
    • June 11, 2001

33. Beneficiary Designation

    By Guest MC2, August 31, 2006
    • 7 replies
    • 2.4k views
    • 
    • AndyH
    • September 1, 2006

34. Prohibited Transaction?

    By Gary, October 16, 2009
    • 7 replies
    • 1.3k views
    • 
    • AndyH
    • October 23, 2009

35. Change in Death Benefits Conditions

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

36. Compensation for Top Haevy Benefit

    By flosfur, December 16, 2003
    • 7 replies
    • 2.2k views
    • 
    • mwyatt
    • December 17, 2003

37. Eliminating the insurance in a fully insured plan

    By Guest Mr. Relaxation, July 6, 2004
    • 7 replies
    • 1.5k views
    • 
    • SoCalActuary
    • July 16, 2004

38. Covered Compensation for 2003

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

39. Effective Rate

    By Guest RBlaine, January 2, 2009
    • 7 replies
    • 1.2k views
    • 
    • tymesup
    • January 5, 2009

40. When to increase monthly benefit?

    By shERPA, November 21, 2013   

    • In pay status still accruing
    • 7 replies
    • 1.3k views
    • 
    • tymesup
    • November 21, 2013

41. Maximum lump sum for deferred retiree at 415 limit

    By drakecohen, April 29, 2015
    • 7 replies
    • 2.5k views
    • 
    • still learning
    • November 30, 2020

42. 401(a)(26) design failure-how to fix it

    By VeryOldMan, August 26, 2019   

    • fixing plan defects
    • 7 replies
    • 2.1k views
    • 
    • Bill Presson
    • September 4, 2019

43. db dc combo and top heavy

    By Tom Poje, July 7, 2005
    • 7 replies
    • 3.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2005

44. DB Plan "When I'm 64"?

    By SMB, October 27, 2011
    • 7 replies
    • 1.5k views
    • 
    • mbozek
    • October 27, 2011

45. Reasonable?

    By Guest Partly Cloudy, December 16, 2003
    • 7 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 17, 2003

46. Datair Question

    By Guest guppy, August 13, 2003
    • 7 replies
    • 1.6k views
    • 
    • David
    • August 14, 2003

47. Top Heavy Status of a 412i Plan

    By Guest merlin, July 7, 2004
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2004

48. Pre-1995 Frozen Plan

    By flosfur, March 17, 2004
    • 7 replies
    • 1.4k views
    • 
    • mwyatt
    • March 19, 2004

49. 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

50. Mistaken DB contribution

    By k man, May 8, 2000
    • 7 replies
    • 2.1k views
    • 
    • k man
    • May 9, 2000