Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. I need help sounding like an actuary

   By SteveH, November 28, 2007
   • 12 replies
   • 2.1k views
   • 
   • SteveH
   • November 29, 2007

2. Revised/Corrected AFTAP

   By JAY21, May 7, 2008
   • 3 replies
   • 2.1k views
   • 
   • JAY21
   • May 8, 2008

3. defined benefit inequities

   By Guest lip, May 12, 2009
   • 7 replies
   • 2.1k views
   • 
   • tymesup
   • June 8, 2009

4. In determining the amount of the offset from the PS, does the interest credited to a participant's account have to be actual or can it be hypothetical?

   By Guest flogger, October 29, 2003
   • 9 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • November 3, 2003

5. Deferred Retirement Option Plan (DROP)

   By Felicia, January 26, 2001
   • 0 replies
   • 2.1k views
   • 
   • Felicia
   • January 26, 2001

6. PBGC rate to 120% PBGC rate

   By Gary, November 8, 2001
   • 0 replies
   • 2.1k views
   • 
   • Gary
   • November 8, 2001

7. Wages for Sole Proprietor

   By Blinky the 3-eyed Fish, December 31, 2003
   • 4 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • January 5, 2004

8. Target normal cost

   By FAPInJax, September 16, 2009
   • 4 replies
   • 2.1k views
   • 
   • Mike Preston
   • September 16, 2009

9. Is this contribution deductible?

   By Blinky the 3-eyed Fish, November 22, 2002
   • 9 replies
   • 2.1k views
   • 
   • david rigby
   • December 18, 2002

10. 415 Limit and Average Compensation

    By emmetttrudy, September 10, 2012
    • 5 replies
    • 2.1k views
    • 
    • emmetttrudy
    • September 11, 2012

11. Deductible cont in under funded plan

    By Guest Ken Newhouse, November 24, 1998
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • November 25, 1998

12. At-risk calculation

    By Gary, December 16, 2010
    • 2 replies
    • 2.1k views
    • 
    • AndyH
    • December 17, 2010

13. Top Heavy Benefit

    By mming, July 13, 2007
    • 5 replies
    • 2.1k views
    • 
    • SoCalActuary
    • July 13, 2007

14. Design-based safe harbor

    By Guest guppy, April 15, 2004
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 19, 2004

15. Benefit Restrictions

    By Effen, March 27, 2009
    • 6 replies
    • 2.1k views
    • 
    • HiVi
    • June 9, 2009

16. Unfreezing a Frozen Plan

    By smm, December 1, 2003
    • 1 reply
    • 2.1k views
    • 
    • AndyH
    • December 1, 2003

17. Safe Harbor 401(k) and DB Plan

    By Dougsbpc, February 22, 2008
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • February 23, 2008

18. cushion amount - technical corrections

    By chc93, June 20, 2008
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • June 20, 2008

19. Cash Balance Plans - "Normal Retirement Age"

    By Guest TooMuchFreeTime, March 4, 2008
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • March 13, 2008

20. Restructured DB Plan

    By JAY21, February 15, 2006
    • 7 replies
    • 2.1k views
    • 
    • JAY21
    • February 16, 2006

21. Phased Retirement

    By Guest Peter, November 16, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 16, 1998

22. AFTAP for Terminating, Small, Non-PBGC, EOY Plan

    By WDIK, June 3, 2008
    • 9 replies
    • 2.1k views
    • 
    • dmb
    • July 3, 2008

23. Target Normal Cost Used in Calculation of Maximum

    By Pension RC, March 11, 2014
    • 3 replies
    • 2.1k views
    • 
    • My 2 cents
    • March 11, 2014

24. Deductible contributons for terminating DB plan under 404(g)

    By Guest Ted Munice, February 17, 2000
    • 8 replies
    • 2.1k views
    • 
    • richard
    • February 29, 2000

25. Terminated Plan Valuation Date Change

    By SRM, October 15, 2003
    • 4 replies
    • 2.1k views
    • 
    • Mike Preston
    • October 16, 2003

26. Missing Plan Amendments

    By Gary, August 26, 2009
    • 8 replies
    • 2.1k views
    • 
    • Gary
    • August 31, 2009

27. Excel Custom Functions for Annuity Factors - Update

    By Guest Doug Goelz, January 8, 2014   

    • Excel Annuity Factors
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • January 8, 2014

28. 401(a) CalSTRS

    By Guest S.Racer, June 8, 2006
    • 3 replies
    • 2.1k views
    • 
    • AndyH
    • June 19, 2006

29. PPA Interest Rates

    By FAPInJax, November 8, 2007
    • 3 replies
    • 2.1k views
    • 
    • SoCalActuary
    • November 12, 2007

30. Participant elects a lump sum but dies before payment

    By HCE, September 20, 2022
    • 8 replies
    • 2.1k views
    • 
    • fmsinc
    • September 22, 2022

31. Switching from BOY to EOY val for DB plan

    By Jakyasar, September 12
    • 2 replies
    • 2.1k views
    • 
    • Jakyasar
    • September 12

32. Section 401(h) medical plan

    By flosfur, May 29, 2003
    • 0 replies
    • 2.1k views
    • 
    • flosfur
    • May 29, 2003

33. Frozen DB - TH Benefits stop?

    By ombskid, November 21, 2008
    • 9 replies
    • 2.1k views
    • 
    • tymesup
    • November 24, 2008

34. Need Help! IRS Audit

    By goldtpa, October 28, 2005
    • 9 replies
    • 2.1k views
    • 
    • AndyH
    • November 5, 2005

35. Accrued benefit statement upon DB accrued benefit statement upon plan

    By alexa, May 31, 2002
    • 5 replies
    • 2.1k views
    • 
    • alexa
    • June 1, 2002

36. PPA Cushion

    By FAPInJax, December 18, 2008
    • 2 replies
    • 2.1k views
    • 
    • tymesup
    • December 27, 2008

37. Cash Balance Plan - New Ruling?

    By Guest jhilliard, August 13, 2003
    • 19 replies
    • 2.1k views
    • 
    • MoJo
    • August 20, 2003

38. Restricted Benefits

    By Chester, November 9, 1998
    • 0 replies
    • 2.1k views
    • 
    • Chester
    • November 9, 1998

39. Determining Lump Sum Distribution

    By Dougsbpc, June 5, 2010
    • 8 replies
    • 2.1k views
    • 
    • Dougsbpc
    • June 8, 2010

40. Takeover of a DB plan

    By Blinky the 3-eyed Fish, September 13, 2004
    • 14 replies
    • 2.1k views
    • 
    • SoCalActuary
    • September 21, 2004

41. Rollover From DC to DB Plan

    By Guest DEK1, November 27, 2012
    • 5 replies
    • 2.1k views
    • 
    • SoCalActuary
    • November 29, 2012

42. Experience (Gain)/Loss

    By Guest Turtle_01, March 18, 2003
    • 8 replies
    • 2.1k views
    • 
    • david rigby
    • March 27, 2003

43. Bequest to qualified defined benefit plan

    By Guest sonyasingla, October 29, 2013
    • 15 replies
    • 2.1k views
    • 
    • david rigby
    • March 12, 2014

44. 412(i) Plans

    By Guest jig100, June 11, 2002
    • 12 replies
    • 2.1k views
    • 
    • Belgarath
    • June 18, 2002

45. Actuarial adjustment for deferred benefits?

    By Guest RBeck, August 25, 2000
    • 3 replies
    • 2.1k views
    • 
    • flosfur
    • September 8, 2000

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

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

47. "Active participation" in DB plan

    By billfgrady, January 2, 2008
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • January 3, 2008

48. USERRA and Vietnam Service

    By Effen, August 30, 2004
    • 7 replies
    • 2.1k views
    • 
    • Effen
    • September 1, 2004

49. Rev. Rul. 98-1 and the $10,000 de minimis Benefit

    By Guest merlin, December 13, 2002
    • 2 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 16, 2002

50. Overpayment by DB Plan.

    By mal, April 26, 2006
    • 5 replies
    • 2.1k views
    • 
    • mal
    • May 3, 2006