Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Changes to pension auditing standards?

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

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

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

3. Changing annuity starting date

   By Guest ERRRISA, September 14, 2010
   • 2 replies
   • 2.3k views
   • 
   • My 2 cents
   • September 17, 2010

4. Changing assumptions on prior schedule B

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

5. Changing Beneficiary of Post Retirement Death Benefit

   By Guest BWNWE, July 20, 2011
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • July 21, 2011

6. Changing Cash Balance Interest Credit Rate

   By Dennis Povloski, July 29, 2005
   • 7 replies
   • 2.8k views
   • 
   • JDuns
   • August 1, 2005

7. Changing EIN on Plan

   By Taffy Auditor, April 11, 2019
   • 2 replies
   • 1.2k views
   • 
   • Luke Bailey
   • April 11, 2019

8. Changing Funding Assumptions

   By flosfur, March 1, 2004
   • 3 replies
   • 1.1k views
   • 
   • Mike Preston
   • March 2, 2004

9. Changing NRA (60 to 55)

   By David, March 9, 2000
   • 8 replies
   • 2.3k views
   • 
   • david rigby
   • March 10, 2000

10. Changing NRD from 65 to 62

    By Cat_Lady_Pension, January 6   

    • normal retirement age
    • cash balance
    • 1 reply
    • 507 views
    • 
    • david rigby
    • January 6

11. Changing Payment Election After Payments Commence

    By Guest elem, January 27, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • February 24, 2005

12. Changing Plan Year

    By flosfur, August 21, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 21, 2008

13. changing retirement age Notice 2007-69

    By Guest mrsactuary, May 9, 2008
    • 16 replies
    • 2.5k views
    • 
    • ak2ary
    • May 28, 2008

14. Changing the annual annuity date for a DB participant taking RMDs

    By David Peckham, April 16, 2019
    • 5 replies
    • 716 views
    • 
    • tymesup
    • June 13, 2019

15. Changing the Subject

    By Gary, February 20, 2009
    • 10 replies
    • 2.2k views
    • 
    • Gary
    • February 26, 2009

16. Changing to a DB plans with benefits by group

    By Guest saeissler, November 20, 2006
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • November 22, 2006

17. Changing val date upon termination

    By Jakyasar, December 21, 2023
    • 2 replies
    • 735 views
    • 
    • AndyH
    • December 26, 2023

18. changing valuation date

    By Dinosaur, July 15, 2011
    • 3 replies
    • 1k views
    • 
    • Dinosaur
    • July 18, 2011

19. Changing Valuation Date

    By Dougsbpc, July 17, 2011
    • 0 replies
    • 888 views
    • 
    • Dougsbpc
    • July 17, 2011

20. Changing valuation date to BOY

    By Craig Schiller, September 1, 2015
    • 8 replies
    • 2.3k views
    • 
    • AndyH
    • September 3, 2015

21. changing valuation dates

    By k man, July 5, 2000
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • July 10, 2000

22. Changing vesting

    By Guest The Pension Kid, April 21, 2005
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 21, 2005

23. Chaning Normal Retirement Age? (Time-Sensitive)

    By Übernerd, May 16, 2006
    • 9 replies
    • 2k views
    • 
    • Übernerd
    • May 22, 2006

24. Charging DB Participants For Distributions

    By Guest Grumpy455, October 18, 2005
    • 5 replies
    • 4.4k views
    • 
    • Guest
    • October 19, 2005

25. charging for VT pension plan benefit statements

    By TPApril, April 18, 2023
    • 9 replies
    • 992 views
    • 
    • Paul I
    • April 19, 2023

26. Charging ppts for benefit certifications

    By Guest Kline28, September 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 24, 2004

27. Charlie Concept

    By Guest Jim Brennan, July 23, 1999
    • 3 replies
    • 2.5k views
    • 
    • Effen
    • September 23, 2010

28. Check of Annuity Purchase Rate

    By Guest Doug Goelz, October 31, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 5, 2003

29. Check this quirky pension accrual formula

    By Gary, November 20, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • November 20, 2000

30. child support order

    By Guest Kehau, December 5, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 6, 2001

31. Choice to Convert DB Plan

    By Guest pep, June 14, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 14, 1999

32. Choosing CL Interest Rate

    By David MacLennan, August 10, 2003
    • 9 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 12, 2003

33. Church DB contributory Plan - allocate interest if termed before vested?

    By pcbenefits007, April 22, 2014   

    • interest
    • contributory
    • (and 1 more)

      Tagged with:

      • interest
      • contributory
      • church
    • 1 reply
    • 1k views
    • 
    • My 2 cents
    • April 22, 2014

34. Church Plans - 110% test

    By dmb, September 3, 2009
    • 7 replies
    • 1.9k views
    • 
    • david rigby
    • September 4, 2009

35. CL Interest Rate Selection

    By Guest dmdoug, October 28, 2003
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • November 5, 2003

36. CL Rates for 2006

    By Guest merlin, January 12, 2006
    • 8 replies
    • 3k views
    • 
    • david rigby
    • April 26, 2006

37. Claim for additional benefits PRIOR to Retirement

    By Guest, May 30, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 31, 2000

38. Claim of pension benefit

    By Gary, March 1, 1999
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • March 1, 1999

39. Claims Procedures

    By Guest t936, December 5, 2001
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • December 6, 2001

40. Clarification on DB Vs Money Purchase Vs SEP IRA etc

    By Abhishek, August 8, 2018
    • 3 replies
    • 608 views
    • 
    • ESOP Guy
    • August 8, 2018

41. Client did not make the PYE 12/31/2002 contribution that he said he made. What to do?

    By Guest Carol the Writer, September 15, 2004
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • September 16, 2004

42. Client disclosure

    By Gary, April 19, 2005
    • 4 replies
    • 1.2k views
    • 
    • Lame Duck
    • April 20, 2005

43. Client interested in a DB plan, but has a SARSEP currently

    By Guest smhjr, December 10, 2003
    • 13 replies
    • 2.1k views
    • 
    • Belgarath
    • July 7, 2004

44. Client is ready to sign a service agreement, drops bombshell

    By SteveH, April 26, 2006
    • 8 replies
    • 2k views
    • 
    • Locust
    • April 27, 2006

45. Client left and owes considerable amount

    By SSRRS, June 12, 2020
    • 13 replies
    • 1.5k views
    • 
    • Bill Presson
    • June 25, 2020

46. Client withdrew all the Plan's Funds

    By Appalachian_Trail, May 27, 2025
    • 7 replies
    • 2.1k views
    • 
    • Gina Alsdorf
    • July 9, 2025

47. Client's home was contributed to his DB plan

    By katieinny, April 2, 2008
    • 13 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • April 3, 2008

48. Closed Defined Benefit Plan & Rehired Employee

    By Guest elmo27, February 7, 2012
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2012

49. Closing a DB Plan

    By Hoard1, August 5, 1999
    • 7 replies
    • 2.9k views
    • 
    • Hoard1
    • August 23, 1999

50. Closing a Defined Benefit Plan

    By Guest donmartin, September 12, 2006
    • 3 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 13, 2006