Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. December 2010 FASB Discount Rates

   By Andy the Actuary, December 28, 2010
   • 5 replies
   • 2k views
   • 
   • Effen
   • January 12, 2011

2. MAP21 and PBGC

   By Calavera, August 20, 2012
   • 8 replies
   • 2k views
   • 
   • Calavera
   • August 30, 2012

3. Quarterly Interest Charge for EOY Vals under PPA

   By JBones, November 5, 2009
   • 3 replies
   • 2k views
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   • FAPInJax
   • November 6, 2009

4. short plan year

   By Gary, January 13, 2011
   • 4 replies
   • 2k views
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   • Effen
   • January 14, 2011

5. Continuing Education requirement for EAs

   By dmb, June 5, 2009
   • 5 replies
   • 2k views
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   • Guest
   • June 8, 2009

6. Effective Interest Rate -- Lump Sum

   By Andy the Actuary, October 23, 2008
   • 5 replies
   • 2k views
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   • tymesup
   • October 24, 2008

7. DB Plan 70 1/2 Distribution

   By David, November 29, 1999
   • 3 replies
   • 2k views
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   • KJohnson
   • November 30, 1999

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

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

9. Meaningful Benefit?

   By Guest guppy, September 3, 2003
   • 3 replies
   • 2k views
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   • Guest
   • September 4, 2003

10. SS PIA Estimate

    By Gary, March 7, 2000
    • 1 reply
    • 2k views
    • 
    • mwyatt
    • March 7, 2000

11. Legislation re calculation of lump sum benefit

    By MarZDoates, November 11, 2004
    • 12 replies
    • 2k views
    • 
    • mwyatt
    • January 6, 2005

12. Cash Balance Plans RMDs and SOBs

    By Guest jpadavic, November 12, 2012
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • November 13, 2012

13. Method or Assumption

    By Effen, June 16, 2010
    • 4 replies
    • 2k views
    • 
    • My 2 cents
    • June 16, 2010

14. Actuarial Outsourcing

    By david rigby, January 31, 2006
    • 3 replies
    • 2k views
    • 
    • david rigby
    • February 2, 2006

15. 430 Minimum Contribution w-Prefunded Balance

    By Rob P, May 1, 2009
    • 4 replies
    • 2k views
    • 
    • Mike Preston
    • May 1, 2009

16. DB/DC max combined limits (One Participant)

    By Guest BuffaloT, July 2, 2007
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • July 5, 2007

17. Actuarial valuation

    By Gary, September 29, 2010
    • 6 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 12, 2011

18. underpayment of lump sum

    By Gary, July 13, 1999
    • 1 reply
    • 2k views
    • 
    • david rigby
    • July 14, 1999

19. 436 Restrictions for a frozen plan

    By mwyatt, July 24, 2008
    • 1 reply
    • 2k views
    • 
    • Andy the Actuary
    • July 24, 2008

20. Cash Balance & Pension Equity Plans

    By Chester, April 5, 1999
    • 6 replies
    • 2k views
    • 
    • richard
    • April 22, 1999

21. Client withdrew all the Plan's Funds

    By Appalachian_Trail, May 27
    • 7 replies
    • 2k views
    • 
    • Gina Alsdorf
    • July 9

22. Problems with Takeover Business

    By Below Ground, October 26, 2006
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • October 31, 2006

23. Termination Approval

    By Guest jimmybeau, May 29, 2008
    • 11 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • May 29, 2008

24. Beneficiaries do not want death benefit

    By BombyxMori, August 22, 2019
    • 6 replies
    • 2k views
    • 
    • ESOPMomma
    • August 23, 2019

25. IRC 417 Interest Rate

    By mwyatt, February 19, 2003
    • 4 replies
    • 2k views
    • 
    • mwyatt
    • February 21, 2003

26. Combined DB/DC & 404 Deduction

    By Guest cngriffin, March 10, 1999
    • 3 replies
    • 2k views
    • 
    • david rigby
    • March 12, 1999

27. DB Plan and SEP

    By emmetttrudy, January 27, 2010
    • 11 replies
    • 2k views
    • 
    • Andy the Actuary
    • January 27, 2010

28. FASB-What triggers this to be required?

    By Guest erepper, March 11, 2005
    • 4 replies
    • 2k views
    • 
    • AndyH
    • March 11, 2005

29. Non-discrimination testing for a controlled group where each member sp

    By Guest, August 8, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 8, 2000

30. Listing of DB Pension Plan Sponsors

    By Gary, December 13, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 18, 1998

31. questions regarding defined benefits for a company

    By Guest MaryMary, February 24, 1999
    • 4 replies
    • 2k views
    • 
    • Larry M
    • February 26, 1999

32. Definition of Employee

    By flosfur, November 7, 2003
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • November 9, 2003

33. owner employee within controlled group

    By Guest meggie, April 1, 2002
    • 7 replies
    • 2k views
    • 
    • AndyH
    • April 4, 2002

34. Changes to Life Insurance policies

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

35. 415 Year of Participation

    By Guest Scott McHenry, May 19, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • May 20, 2003

36. In-service Withdrawals at Age 62 and Early Retirement Subsidies

    By ERISAAPPLE, August 27, 2018
    • 9 replies
    • 2k views
    • 
    • ERISAAPPLE
    • September 5, 2018

37. Deduction Limit under 404(a)(7) & Possible exemption from excise tax

    By Dennis Povloski, February 3, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 9, 2006

38. Revised IRS model 402(f) special tax distribution notice?

    By Guest brsears, April 12, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • April 12, 2005

39. AFTAP Certification

    By JAY21, October 29, 2007
    • 3 replies
    • 2k views
    • 
    • FAPInJax
    • October 31, 2007

40. In-kind contribution to DB plan

    By Guest Michael Spaid, May 19, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 9, 1999

41. 415 Present Value Calculation

    By Guest Marino13, December 5, 2001
    • 5 replies
    • 2k views
    • 
    • david rigby
    • December 5, 2001

42. Actuarial Increase after Plan Termination

    By Guest DBStudentAct, November 11, 2010
    • 3 replies
    • 2k views
    • 
    • SoCalActuary
    • November 12, 2010

43. Pensioner rights to plan documents

    By Gary, December 17, 1998
    • 1 reply
    • 2k views
    • 
    • david rigby
    • December 18, 1998

44. Alternative to Mike Preston's PPA Present Value Calculator Software

    By mwyatt, November 11, 2024
    • 5 replies
    • 2k views
    • 
    • thepensionmaven
    • April 26

45. Top Heavy Minimum after being excluded?

    By John Feldt ERPA CPC QPA, February 15, 2006
    • 3 replies
    • 2k views
    • 
    • FAPInJax
    • February 20, 2006

46. 417(e), 415, 430

    By Effen, March 31, 2010
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • March 31, 2010

47. excluding employees who opt for "no benefits"

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

48. Cash Balance Plans

    By Gary, May 7, 2008
    • 4 replies
    • 2k views
    • 
    • Mike Preston
    • May 9, 2008

49. Pension Equity Plan: Distributions

    By Guest wwest, September 15, 1999
    • 8 replies
    • 2k views
    • 
    • david rigby
    • September 24, 1999

50. AFTAP Loophole?

    By Guest GMP, March 25, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 25, 2008