Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Change in Actuarial Equivalent Assumption

   By retbenser, February 14, 2013
   • 4 replies
   • 5.3k views
   • 
   • Mike Preston
   • February 15, 2013

2. Change in Actuary

   By Guest mo, October 22, 1999
   • 4 replies
   • 1.7k views
   • 
   • Larry M
   • October 23, 1999

3. Change in Actuary

   By truphao, July 4, 2020
   • 4 replies
   • 2.2k views
   • 
   • truphao
   • July 8, 2020

4. Change in Asset Method

   By abanky, January 21, 2011
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • January 21, 2011

5. Change in Asset Valuation Method

   By dmb, February 15, 2011
   • 7 replies
   • 3k views
   • 
   • david rigby
   • March 7, 2011

6. Change in asset valuation method

   By dmb, February 2, 2016
   • 6 replies
   • 1.3k views
   • 
   • david rigby
   • February 3, 2016

7. change in cash balance allocation formula

   By abanky, November 11, 2009
   • 8 replies
   • 1.5k views
   • 
   • abanky
   • November 30, 2009

8. Change in Comp Limit after EGTRRA Amendment

   By Guest CRC02, April 1, 2003
   • 2 replies
   • 960 views
   • 
   • Guest
   • April 1, 2003

9. Change in Computation Period

   By Guest hyper, October 6, 2005
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • October 6, 2005

10. Change in corporate tax year

    By Guest jmincin, July 6, 2005
    • 0 replies
    • 882 views
    • 
    • Guest
    • July 6, 2005

11. Change in corporate tax year

    By Guest jmincin, July 6, 2005
    • 0 replies
    • 856 views
    • 
    • Guest
    • July 6, 2005

12. Change in DBP Funding Method - IRS User Fee?

    By CuseFan, August 22, 2023
    • 2 replies
    • 857 views
    • 
    • CuseFan
    • August 22, 2023

13. Change in Death Benefits Conditions

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

14. Change in definition of Actuarial Equivalence

    By John Feldt ERPA CPC QPA, February 28, 2013
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 28, 2013

15. Change in factors used to compute lump sum-grandfather requirements?

    By AndyH, August 30, 2000
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • August 30, 2000

16. Change in Funding Method

    By dmb, July 12, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 12, 2000

17. Change in funding method

    By FAPInJax, May 1, 2002
    • 5 replies
    • 2.3k views
    • 
    • FAPInJax
    • May 2, 2002

18. Change in funding method

    By dmb, June 2, 2005
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • June 2, 2005

19. Change in Funding Method - Settlor or Fiduciary Function?

    By M_2015, August 26
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • August 26

20. change in funding method?

    By Gary, January 31, 2012
    • 1 reply
    • 878 views
    • 
    • SoCalActuary
    • January 31, 2012

21. change in funding methods

    By DMcGovern, October 29, 2008
    • 2 replies
    • 899 views
    • 
    • DMcGovern
    • October 29, 2008

22. change in fundinging method

    By Guest NJ-EA, March 28, 2011
    • 1 reply
    • 884 views
    • 
    • SoCalActuary
    • March 28, 2011

23. Change in Plan Year-Is this a change in the valuation date/funding method?

    By AndyH, January 31, 2005
    • 15 replies
    • 2.4k views
    • 
    • SoCalActuary
    • January 26, 2006

24. Change in timing of deduction

    By Earl, July 19, 2005
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • July 20, 2005

25. change in val date, look back month

    By Gary, March 15, 2012
    • 1 reply
    • 970 views
    • 
    • Guest
    • March 19, 2012

26. Change in valuation date

    By John Feldt ERPA CPC QPA, June 30, 2011
    • 14 replies
    • 4.6k views
    • 
    • tymesup
    • May 30, 2014

27. Change in Valuation Date

    By Guest chuckb, August 16, 2010
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • August 18, 2010

28. change in valuation date

    By jane murray, December 19, 2018
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 19, 2018

29. Change in valuation date

    By Guest lerieleech, July 30, 2008
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • July 30, 2008

30. change in valuation date 2011

    By abanky, April 27, 2011
    • 4 replies
    • 983 views
    • 
    • abanky
    • May 2, 2011

31. Change in valuation interest rate

    By Blinky the 3-eyed Fish, July 11, 2006
    • 6 replies
    • 1.8k views
    • 
    • zimbo
    • July 12, 2006

32. Change of Beneficiary & spousal waiver requirements

    By Guest Barge Girl, March 28, 2002
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • April 2, 2002

33. Change of Enrolled Actuary

    By david rigby, September 16, 2004
    • 4 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • September 17, 2004

34. Change of Funding Method - Year of Takeover and Thereafter

    By Guest merlin, June 17, 2004
    • 3 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2004

35. Change of funding method?

    By ScottR, February 27, 2009
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • August 16, 2009

36. Change of valuation date

    By dmb, December 4, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • December 4, 2002

37. Change of Valuation Date

    By tymesup, January 12, 2009
    • 4 replies
    • 1.3k views
    • 
    • ScottR
    • January 12, 2009

38. Change to Career Average Formula Without Wearaway

    By LIBOR, December 14, 2004
    • 4 replies
    • 1.4k views
    • 
    • SoCalActuary
    • December 14, 2004

39. Change to different allocation group before end of year

    By Trekker, September 7, 2011
    • 2 replies
    • 923 views
    • 
    • Trekker
    • September 8, 2011

40. Change to PPA 417(e)

    By Penman2006, September 23, 2009
    • 9 replies
    • 3.8k views
    • 
    • Penman2006
    • September 28, 2009

41. Change Valuation Date

    By Rob P, September 10, 2009
    • 3 replies
    • 998 views
    • 
    • JAY21
    • September 10, 2009

42. Change Vesting Schedule

    By Cloudy, November 14, 2022
    • 8 replies
    • 968 views
    • 
    • CuseFan
    • November 16, 2022

43. Change-in-Accounting Method ?

    By JAY21, July 21, 2004
    • 4 replies
    • 1.3k views
    • 
    • SoCalActuary
    • July 22, 2004

44. Changes in Plan Measurement-Defined Benefit Plan

    By Guest glauran01, October 8, 2004
    • 3 replies
    • 1.3k views
    • 
    • mwyatt
    • October 9, 2004

45. Changes to Life Insurance policies

    By flosfur, August 16, 2005
    • 17 replies
    • 2k views
    • 
    • AndyH
    • August 19, 2005

46. Changes to note for 2007 valuations

    By mwyatt, January 11, 2007
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • January 12, 2007

47. Changes to pension auditing standards?

    By AndyH, May 1, 2007
    • 7 replies
    • 1.9k views
    • 
    • JanetM
    • June 7, 2007

48. Changing 417(e)(3) Stability Period

    By Guest MrActuary, April 15, 2006
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • April 15, 2006

49. Changing annuity starting date

    By Guest ERRRISA, September 14, 2010
    • 2 replies
    • 2.2k views
    • 
    • My 2 cents
    • September 17, 2010

50. Changing assumptions on prior schedule B

    By Guest saeissler, September 25, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 25, 2007