Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Change from single employer benefit plan to multiemployer benefit plan

   By Guest Diane M. Stolz, July 24, 2002
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • July 25, 2002

2. Change Funding Method - Automatic Approval

   By Guest Scott McHenry, May 9, 2002
   • 1 reply
   • 1.9k views
   • 
   • MGB
   • May 9, 2002

3. Change in 2008 Valuation Date

   By carrots, November 9, 2008
   • 9 replies
   • 1.5k views
   • 
   • tymesup
   • December 30, 2008

4. Change In Actuarial Cost Method - Automatic Approval

   By Andy the Actuary, September 5, 2007
   • 1 reply
   • 1.3k views
   • 
   • tymesup
   • September 5, 2007

5. Change in Actuarial Equivalent Assumption

   By retbenser, February 14, 2013
   • 4 replies
   • 5.4k views
   • 
   • Mike Preston
   • February 15, 2013

6. Change in Actuary

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

7. Change in Actuary

   By truphao, July 4, 2020
   • 4 replies
   • 2.3k views
   • 
   • truphao
   • July 8, 2020

8. Change in Asset Method

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

9. Change in Asset Valuation Method

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

10. Change in asset valuation method

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

11. change in cash balance allocation formula

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

12. Change in Comp Limit after EGTRRA Amendment

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

13. Change in Computation Period

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

14. Change in corporate tax year

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

15. Change in corporate tax year

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

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

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

17. Change in Death Benefits Conditions

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

18. 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

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

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

20. Change in Funding Method

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

21. Change in funding method

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

22. Change in funding method

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

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

    By M_2015, August 26, 2025
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • August 26, 2025

24. change in funding method?

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

25. change in funding methods

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

26. change in fundinging method

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

27. 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

28. Change in timing of deduction

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

29. change in val date, look back month

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

30. Change in valuation date

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

31. Change in Valuation Date

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

32. change in valuation date

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

33. Change in valuation date

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

34. change in valuation date 2011

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

35. Change in valuation interest rate

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

36. Change of Beneficiary & spousal waiver requirements

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

37. Change of Enrolled Actuary

    By david rigby, September 16, 2004
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 17, 2004

38. 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

39. Change of funding method?

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

40. Change of valuation date

    By dmb, December 4, 2002
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • December 4, 2002

41. Change of Valuation Date

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

42. Change to Career Average Formula Without Wearaway

    By LIBOR, December 14, 2004
    • 4 replies
    • 1.5k views
    • 
    • SoCalActuary
    • December 14, 2004

43. Change to different allocation group before end of year

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

44. Change to PPA 417(e)

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

45. Change Valuation Date

    By Rob P, September 10, 2009
    • 3 replies
    • 1k views
    • 
    • JAY21
    • September 10, 2009

46. Change Vesting Schedule

    By Cloudy, November 14, 2022
    • 8 replies
    • 1k views
    • 
    • CuseFan
    • November 16, 2022

47. Change-in-Accounting Method ?

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

48. Changes in Plan Measurement-Defined Benefit Plan

    By Guest glauran01, October 8, 2004
    • 3 replies
    • 1.4k views
    • 
    • mwyatt
    • October 9, 2004

49. Changes to Life Insurance policies

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

50. Changes to note for 2007 valuations

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