Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. whipsaw question

   By ERISA25, August 14, 2009
   • 6 replies
   • 2.3k views
   • 
   • AndyH
   • January 25, 2011

2. PBGC Insured Benefits

   By Guest Not Amused, January 4, 2007
   • 6 replies
   • 2k views
   • 
   • Guest
   • January 5, 2007

3. RMD related

   By Jakyasar, July 8, 2022
   • 6 replies
   • 716 views
   • 
   • Calavera
   • July 12, 2022

4. What to Pay?

   By Andy the Actuary, June 22, 2010
   • 6 replies
   • 1.4k views
   • 
   • tymesup
   • June 25, 2010

5. Unwinding a Plan

   By Gary, June 17, 2008
   • 6 replies
   • 4.1k views
   • 
   • goldtpa
   • December 28, 2010

6. Restriction on payouts under PPA Vs. Old 25 HCEs rule

   By flosfur, November 26, 2008
   • 6 replies
   • 1.6k views
   • 
   • david rigby
   • November 26, 2008

7. Required Quarterly Contributions

   By alexa, January 4, 2012
   • 6 replies
   • 4.6k views
   • 
   • tymesup
   • August 24, 2012

8. Accrued Benefits

   By Guest jjm, February 10, 2012
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • February 15, 2012

9. Top Heavy in DB/DC Combo Plans

   By Dennis Povloski, February 2, 2005
   • 6 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • February 2, 2005

10. Combined Plan Deduction Limits

    By Gary, May 14, 2007
    • 6 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • May 15, 2007

11. Contribution from Stock Market

    By Madison71, January 6, 2010
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • January 13, 2010

12. Excluding People By Name

    By goldtpa, March 30, 2010
    • 6 replies
    • 1.4k views
    • 
    • SoCalActuary
    • March 30, 2010

13. calculating the offset under Miller v Xerox Corp.

    By Everett Moreland, May 10, 2006
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • May 15, 2006

14. Benefit Restrictions

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

15. 101(f) Annual Funding Notice

    By waid10, April 21, 2009
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 2009

16. non-discrimination testing a partial plan freeze

    By ishi, October 30, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • November 14, 2002

17. End of year valuations

    By FAPInJax, November 15, 2002
    • 6 replies
    • 2.4k views
    • 
    • MGB
    • November 15, 2002

18. One Man 401k/Cash Balance

    By metsfan026, August 24, 2021
    • 6 replies
    • 1.8k views
    • 
    • Bri
    • September 10, 2021

19. Liability of former controlled group member in distress termination

    By AndyH, September 23, 2004
    • 6 replies
    • 2.4k views
    • 
    • AndyH
    • September 24, 2004

20. 415 limits and actuarial increases

    By Gary, April 5, 2011
    • 6 replies
    • 3.1k views
    • 
    • SoCalActuary
    • April 6, 2011

21. Overfunded plan and excise tax

    By retbenser, July 4, 2011
    • 6 replies
    • 3.4k views
    • 
    • ETA Consulting LLC
    • July 5, 2011

22. What are maximum benefit limits for older ages

    By RayJJohnsonJr, September 23, 2015
    • 6 replies
    • 1.1k views
    • 
    • Calavera
    • September 24, 2015

23. whipsaw

    By Gary, April 30, 2002
    • 6 replies
    • 2.4k views
    • 
    • mbozek
    • May 1, 2002

24. Waiver of Minimum Funding Standard

    By LIBOR, February 26, 2004
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • February 27, 2004

25. Reconciliation Account

    By Guest Texas_Acty, May 10, 2006
    • 6 replies
    • 2k views
    • 
    • david rigby
    • May 11, 2006

26. Post 70.5, Pre NRA Cash Balance Actuarial Increases

    By stbennet, February 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • SoCalActuary
    • February 15, 2011

27. Ovefunded Plan and no participants

    By SSRRS, October 20, 2021
    • 6 replies
    • 819 views
    • 
    • SSRRS
    • October 22, 2021

28. 1983 IAF P2000 Scale G

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

29. Purchasing Real Estate in Cash Balance/Combo Plans

    By SwimmingInBowelsOfERISA, August 2, 2015   

    • 401k
    • Cash Balance
    • (and 3 more)

      Tagged with:

      • 401k
      • Cash Balance
      • Real Estate
      • Combo Plans
      • valuation
    • 6 replies
    • 4.4k views
    • 
    • SwimmingInBowelsOfERISA
    • August 4, 2015

30. DB/DC Gateway question

    By AndyH, February 6, 2002
    • 6 replies
    • 3.1k views
    • 
    • Mike Preston
    • August 29, 2002

31. Top 25 Distribution

    By Xerxes, June 6, 2019
    • 6 replies
    • 949 views
    • 
    • AndyH
    • June 12, 2019

32. Conditioning Optional Forms Pension Benefits on Good Health

    By Guest jmc51, June 18, 2007
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • June 18, 2007

33. Funding Balance Elections

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

34. Life Insurance in DB Plan

    By retbenser, February 14, 2012
    • 6 replies
    • 2.4k views
    • 
    • shERPA
    • February 14, 2012

35. funding relief

    By Dinosaur, June 11, 2012
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • July 6, 2012

36. Mandatory rated ofr actuarial equivalence

    By ombskid, October 17, 2012
    • 6 replies
    • 1.1k views
    • 
    • ombskid
    • October 17, 2012

37. Overfunded, Termination and a wacky idea . . .

    By Guest jvgatty, August 6, 2013
    • 6 replies
    • 1.4k views
    • 
    • jpod
    • August 7, 2013

38. 401(a)(17) limits on HCE who resigns mid-year

    By SandyAZ, October 23, 2024
    • 6 replies
    • 1.3k views
    • 
    • david rigby
    • October 29, 2024

39. 415 limit - frozen plans

    By M_2015, December 23, 2023
    • 6 replies
    • 1.3k views
    • 
    • Audrey
    • May 20, 2024

40. Actuarial equivalency

    By Guest ABC, June 11, 2012
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • June 15, 2012

41. RMD question

    By Mister Met, February 12, 2015
    • 6 replies
    • 1.5k views
    • 
    • Effen
    • February 12, 2015

42. So Now What?

    By tuni88, December 1, 2008
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • December 1, 2008

43. 2009 AFTAP not yet determined

    By tuni88, March 6, 2009
    • 6 replies
    • 1.7k views
    • 
    • tuni88
    • March 7, 2009

44. Max/ Min contributions for terminating DB plan.

    By actuarysmith, April 18, 2001
    • 6 replies
    • 1.8k views
    • 
    • David MacLennan
    • April 19, 2001

45. Non-Profit equals No 404 Limit ?

    By JAY21, September 17, 2007
    • 6 replies
    • 1.9k views
    • 
    • JAY21
    • September 20, 2007

46. Possible Takeover

    By thepensionmaven, January 25, 2023
    • 6 replies
    • 669 views
    • 
    • Belgarath
    • February 6, 2023

47. Cash Balance New plan design

    By AndyH, July 22, 2009
    • 6 replies
    • 1.3k views
    • 
    • AndyH
    • July 24, 2009

48. USERRA & service credit in pension plan

    By benefitsguru, June 8, 2015
    • 6 replies
    • 1.8k views
    • 
    • Fielding Mellish
    • January 16, 2016

49. First Year PBGC Premium for New Plan

    By Guest choirboy, January 13, 2005
    • 6 replies
    • 1.6k views
    • 
    • Effen
    • January 19, 2005

50. effective dates for ppa restatements

    By jeanh, May 23, 2018
    • 6 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 24, 2018