Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 2014 PPA Mortality Tables?

   By dmb, March 26, 2012
   • 6 replies
   • 3.4k views
   • 
   • dmb
   • June 1, 2012

2. Installing a db plan for 2001

   By Gary, January 4, 2002
   • 6 replies
   • 1.5k views
   • 
   • Medusa
   • January 4, 2002

3. Plan document

   By Gary, April 1, 2010
   • 6 replies
   • 1.4k views
   • 
   • Guest
   • April 5, 2010

4. Plan Termination

   By ac, June 15, 2023
   • 6 replies
   • 847 views
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   • KimberlyC
   • June 20, 2023

5. Smartphones

   By carrots, March 5, 2010
   • 6 replies
   • 1.7k views
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   • AndyH
   • March 8, 2010

6. 100% J&S Annuity assumption under PPA funding

   By YankeeFan, November 9, 2009
   • 6 replies
   • 2.8k views
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   • Belgarath
   • November 10, 2009

7. Lump sum when normal form isn't life and there's a table of....

   By Bri, December 27, 2021
   • 6 replies
   • 1k views
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   • Bri
   • December 28, 2021

8. Plan did not learn of death until 5 years later...What effect on distribution to a beneficiary?

   By mal, December 2, 2004
   • 6 replies
   • 2k views
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   • AndyH
   • December 6, 2004

9. Rehired Retirees/Death Benefits

   By Guest ircreader, September 16, 2005
   • 6 replies
   • 2.4k views
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   • Guest
   • September 26, 2005

10. treatment of terminations within a year of the "termination date"

    By Guest nrnahat, May 21, 2008
    • 6 replies
    • 1.9k views
    • 
    • ak2ary
    • May 23, 2008

11. Asset Smoothing

    By ubermax, December 24, 2008
    • 6 replies
    • 2.4k views
    • 
    • david rigby
    • January 26, 2009

12. Pension Plans & Total Rewards Statements

    By TPApril, August 27, 2024
    • 6 replies
    • 993 views
    • 
    • TPApril
    • August 28, 2024

13. 401(a)(31)(B) and non-Code qualified plans

    By Guest Glen, December 22, 2004
    • 6 replies
    • 1.5k views
    • 
    • Alf
    • December 22, 2004

14. excluding employees who opt for "no benefits"

    By Guest cbclark, August 15, 2011
    • 6 replies
    • 2k views
    • 
    • Guest
    • August 16, 2011

15. PBGC Premium Refunds

    By nancy, August 19, 2010
    • 6 replies
    • 2k views
    • 
    • nancy
    • September 1, 2010

16. Three year average

    By SSRRS, September 1, 2021
    • 6 replies
    • 768 views
    • 
    • CuseFan
    • September 2, 2021

17. PPA Full Yield Curve

    By dmb, February 20, 2013
    • 6 replies
    • 3.1k views
    • 
    • dmb
    • February 20, 2013

18. 415 Lump Sum Basic

    By retbenser, November 8, 2013
    • 6 replies
    • 1.8k views
    • 
    • ubermax
    • November 8, 2013

19. Cash Balance Benefit Question

    By metsfan026, December 31, 2024
    • 6 replies
    • 1.6k views
    • 
    • Bri
    • December 31, 2024

20. 4980 Reversion tax

    By Guest planwizard, March 25, 2002
    • 6 replies
    • 2.6k views
    • 
    • mbozek
    • March 26, 2002

21. Termination Liability in Cash Balance Plan

    By Pension RC, November 3, 2016
    • 6 replies
    • 1.7k views
    • 
    • My 2 cents
    • November 7, 2016

22. New Plan AFTAP

    By Guest DBAnalyst123, January 20, 2009
    • 6 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • January 21, 2009

23. Cash Balance Plan Eligibility + 401(a)(26) Question

    By NewBieHere, January 2
    • 6 replies
    • 1.3k views
    • 
    • NewBieHere
    • January 10

24. Pension Payments Continuing to Deceased Retiree

    By Guest cjk, October 10, 2003
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • October 22, 2003

25. small plan audit

    By Gary, November 30, 2011
    • 6 replies
    • 1.2k views
    • 
    • chc93
    • December 1, 2011

26. Revisiting the Combined DB/DC Limitation

    By ubermax, January 10, 2012
    • 6 replies
    • 1.9k views
    • 
    • ubermax
    • January 12, 2012

27. Company life insurance reimburse DB trust?

    By Guest Nautical, June 2, 2005
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • June 6, 2005

28. Late retirement for vested terms

    By AndyH, October 22, 2012
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • October 23, 2012

29. Actuarial Equivalence

    By Guest Retina, September 27, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 2004

30. Benefits claim if plan has been terminated and annuities purchased

    By Gary, January 12, 2000
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • February 1, 2000

31. Is Pre-Participation Compensation Excludable?

    By AndyH, April 7, 2003
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • April 10, 2003

32. Can an HCE opt out of a DB and participate in a DC?

    By Guest flogger, April 17, 2006
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • April 18, 2006

33. PPA DB Plan Benefit Statement Contents

    By RCK, December 9, 2009
    • 6 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • December 9, 2009

34. What a Mess ! AFTAP

    By Andy the Actuary, April 1, 2010
    • 6 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • April 2, 2010

35. Late Contributions for S412 but timely for S404 related Problem

    By flosfur, October 11, 2003
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • October 13, 2003

36. DB Plan that forfeits benefits

    By Guest ircreader, July 26, 2005
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • July 26, 2005

37. PBGC premiums for 2007

    By david rigby, February 6, 2007
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • February 13, 2007

38. Target Normal Cost Related to 415 Dollar Limit Increase

    By Pension RC, August 11, 2013
    • 6 replies
    • 2.1k views
    • 
    • Pension RC
    • August 12, 2013

39. Nov 30-Year Treasury Rate

    By mwyatt, December 29, 2005
    • 6 replies
    • 1.8k views
    • 
    • mwyatt
    • December 30, 2005

40. Distribution Error From DB to DC Plan

    By VeryOldMan, January 19, 2021
    • 6 replies
    • 1.4k views
    • 
    • VeryOldMan
    • February 6, 2021

41. Embezzlement of Pension Assets

    By Guest Donaldson, July 26, 2005
    • 6 replies
    • 1.8k views
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    • SoCalActuary
    • July 29, 2005

42. question retracted

    By AndyH, August 23, 2005
    • 6 replies
    • 1.3k views
    • 
    • could be me maybe not
    • August 23, 2005

43. Top Heavy Question

    By Guest naveen, July 24, 2009
    • 6 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • July 27, 2009

44. Beneficiary Distributions

    By rcline46, March 9, 2010
    • 6 replies
    • 2.3k views
    • 
    • Effen
    • March 10, 2010

45. Sample QPSA/QJSA Explanation to participant for Defined Benefit Plan

    By Lynn Campbell, September 7, 2004
    • 6 replies
    • 3.7k views
    • 
    • Lynn Campbell
    • September 10, 2004

46. Cash balance funding under PPA

    By FAPInJax, June 23, 2009
    • 6 replies
    • 1.7k views
    • 
    • mwyatt
    • June 25, 2009

47. deminimus benefit

    By thepensionmaven, April 16, 2015
    • 6 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 19, 2015

48. Testing Age DB/DC Combo

    By Penman2006, April 22, 2007
    • 6 replies
    • 2k views
    • 
    • Penman2006
    • April 23, 2007

49. Excess insurance in a frozen defined benefit plan

    By Guest SVogel, January 11, 2012
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • January 17, 2012

50. In-kind contribution and minimum funding

    By Guest Nineteen, April 9, 2005
    • 6 replies
    • 2.1k views
    • 
    • SoCalActuary
    • April 13, 2005