Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. What to Pay?

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

2. Unwinding a Plan

   By Gary, June 17, 2008
   • 6 replies
   • 4k views
   • 
   • goldtpa
   • December 28, 2010

3. 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

4. Required Quarterly Contributions

   By alexa, January 4, 2012
   • 6 replies
   • 4.5k views
   • 
   • tymesup
   • August 24, 2012

5. Accrued Benefits

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

6. Top Heavy in DB/DC Combo Plans

   By Dennis Povloski, February 2, 2005
   • 6 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • February 2, 2005

7. Combined Plan Deduction Limits

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

8. Contribution from Stock Market

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

9. Excluding People By Name

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

10. calculating the offset under Miller v Xerox Corp.

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

11. Benefit Restrictions

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

12. 101(f) Annual Funding Notice

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

13. non-discrimination testing a partial plan freeze

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

14. End of year valuations

    By FAPInJax, November 15, 2002
    • 6 replies
    • 2.3k views
    • 
    • MGB
    • November 15, 2002

15. One Man 401k/Cash Balance

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

16. Liability of former controlled group member in distress termination

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

17. 415 limits and actuarial increases

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

18. Overfunded plan and excise tax

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

19. What are maximum benefit limits for older ages

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

20. whipsaw

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

21. Waiver of Minimum Funding Standard

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

22. Reconciliation Account

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

23. Post 70.5, Pre NRA Cash Balance Actuarial Increases

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

24. Ovefunded Plan and no participants

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

25. 1983 IAF P2000 Scale G

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

26. 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
    • 4.3k views
    • 
    • SwimmingInBowelsOfERISA
    • August 4, 2015

27. DB/DC Gateway question

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

28. Top 25 Distribution

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

29. Conditioning Optional Forms Pension Benefits on Good Health

    By Guest jmc51, June 18, 2007
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2007

30. Funding Balance Elections

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

31. Life Insurance in DB Plan

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

32. funding relief

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

33. Mandatory rated ofr actuarial equivalence

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

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

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

35. 401(a)(17) limits on HCE who resigns mid-year

    By SandyAZ, October 23, 2024
    • 6 replies
    • 1.2k views
    • 
    • david rigby
    • October 29, 2024

36. 415 limit - frozen plans

    By M_2015, December 23, 2023
    • 6 replies
    • 1.2k views
    • 
    • Audrey
    • May 20, 2024

37. Actuarial equivalency

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

38. RMD question

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

39. So Now What?

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

40. 2009 AFTAP not yet determined

    By tuni88, March 6, 2009
    • 6 replies
    • 1.6k views
    • 
    • tuni88
    • March 7, 2009

41. Max/ Min contributions for terminating DB plan.

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

42. Non-Profit equals No 404 Limit ?

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

43. Possible Takeover

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

44. Cash Balance New plan design

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

45. USERRA & service credit in pension plan

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

46. First Year PBGC Premium for New Plan

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

47. effective dates for ppa restatements

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

48. Does reducing benefit formula to zero freeze plan?

    By Trekker, August 12, 2011
    • 6 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 15, 2011

49. Do you count non-vested participants for PBGC flat rate?

    By Guest CindyO, October 10, 2008
    • 6 replies
    • 2.5k views
    • 
    • tymesup
    • October 10, 2008

50. Lost Participant/Terming DB Plan-moving $$ to PBGC

    By Tinman, September 7, 2012
    • 6 replies
    • 1.1k views
    • 
    • mbozek
    • September 8, 2012