Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Combo plans - testing+top heavy

   By Jakyasar, August 8, 2019
   • 7 replies
   • 3.5k views
   • 
   • Lou S.
   • April 9, 2024

2. Combo Plans Non Discrimination

   By Gary, September 28, 2010
   • 0 replies
   • 1.1k views
   • 
   • Gary
   • September 28, 2010

3. Combo Profit Sharing & Cash Balance Plan Testing - Definition of Compensation

   By pixiebear, April 18, 2022
   • 8 replies
   • 1.9k views
   • 
   • Nate S
   • April 21, 2022

4. Coming out of Full Funding

   By Guest guppy, July 15, 2003
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • July 15, 2003

5. Commissions on Life Insurance

   By Effen, November 8, 2006
   • 4 replies
   • 1.7k views
   • 
   • SteveH
   • November 10, 2006

6. Commissions/"Fictitious salary"

   By JJD, November 29, 2001
   • 2 replies
   • 1.7k views
   • 
   • QDROphile
   • November 29, 2001

7. Communication Tip

   By Andy the Actuary, May 31, 2009
   • 0 replies
   • 881 views
   • 
   • Andy the Actuary
   • May 31, 2009

8. Communication to employees of DB cost

   By AndyH, August 4, 2000
   • 5 replies
   • 2k views
   • 
   • david rigby
   • August 7, 2000

9. Comp Defn for FAP

   By Guest bobolink, September 5, 2008
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • September 8, 2008

10. Comp limit under EGTRRA-retroactive?

    By AndyH, August 22, 2001
    • 8 replies
    • 2.4k views
    • 
    • MGB
    • August 22, 2001

11. Company life insurance reimburse DB trust?

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

12. Company makes pension calculation error in favor of participant

    By Gary, December 18, 1999
    • 3 replies
    • 1.7k views
    • 
    • KJohnson
    • December 20, 1999

13. Company makes pension calculation mistake in favor of former employees

    By Gary, July 29, 1999
    • 11 replies
    • 3.7k views
    • 
    • Guest
    • April 18, 2001

14. Company owner is also union employee

    By digger, September 26, 2018
    • 4 replies
    • 2.8k views
    • 
    • digger
    • September 27, 2018

15. Company takes over a bankrupt company's DB plan

    By rodin111, February 28, 2015
    • 2 replies
    • 973 views
    • 
    • rodin111
    • March 4, 2015

16. Comparability Review, where to start?

    By Guest Hoard, February 6, 1999
    • 11 replies
    • 1.8k views
    • 
    • Hoard1
    • February 16, 1999

17. Compensation - PLLC

    By retbenser, July 18, 2013
    • 2 replies
    • 1.2k views
    • 
    • ScottR
    • July 24, 2013

18. Compensation ?

    By Guest penman, November 15, 2004
    • 0 replies
    • 960 views
    • 
    • Guest
    • November 15, 2004

19. Compensation definition

    By Richard Anderson, November 11, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 12, 2009

20. Compensation Definition for Schedule C Employee

    By metsfan026, January 9
    • 1 reply
    • 282 views
    • 
    • CuseFan
    • January 9

21. Compensation determination for 415 limits

    By Jakyasar, August 20, 2024
    • 2 replies
    • 483 views
    • 
    • Jakyasar
    • August 22, 2024

22. Compensation excluded from eligible earnings definition

    By Guest Mike Spickard, February 24, 2004
    • 13 replies
    • 3.1k views
    • 
    • AndyH
    • February 26, 2004

23. Compensation for Non Discrimination Testing

    By Gary, September 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • September 13, 2006

24. Compensation for restricted top 25 HCES

    By Guest Midwest, June 15, 2005
    • 3 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • June 17, 2005

25. Compensation for Top Haevy Benefit

    By flosfur, December 16, 2003
    • 7 replies
    • 2.2k views
    • 
    • mwyatt
    • December 17, 2003

26. Compensation Improvement Assumtpion

    By Andy the Actuary, January 21, 2008
    • 0 replies
    • 791 views
    • 
    • Andy the Actuary
    • January 21, 2008

27. Compensation Limit

    By ac, June 24, 2007
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • June 24, 2007

28. Compensation limit is retroactive

    By MGB, August 31, 2001
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • September 5, 2001

29. Compensation Limit under 415

    By ac, May 15, 2013
    • 8 replies
    • 1.5k views
    • 
    • JAY21
    • May 21, 2013

30. Compensation Question

    By Guest kjk, December 12, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 12, 2002

31. Compensation Used For EBAR Calculation

    By metsfan026, February 18, 2022
    • 10 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 22, 2022

32. Compensation used for valuation

    By ac, January 14, 2003
    • 19 replies
    • 3.4k views
    • 
    • David MacLennan
    • January 15, 2003

33. Compensation while a participant

    By No Name, June 14, 2005
    • 7 replies
    • 1.9k views
    • 
    • No Name
    • June 17, 2005

34. Compensation year overlaps but does not equal plan year.

    By Guest John Wade, February 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • February 28, 2001

35. Compensation, Severance, and Unused Vacation Pay

    By Calavera, June 3, 2010
    • 7 replies
    • 6.2k views
    • 
    • Calavera
    • July 26, 2010

36. Compensation... can we use

    By K-t-F, May 18, 2012
    • 14 replies
    • 2.1k views
    • 
    • frizzyguy
    • May 30, 2012

37. Compulsory Annuitization of Annuity Account Balance Funded Solely By T

    By jlf, May 31, 2000
    • 0 replies
    • 1.3k views
    • 
    • jlf
    • May 31, 2000

38. comuting the accrued benefit by using a project and prorate method

    By Gary, February 10, 2002
    • 0 replies
    • 2.3k views
    • 
    • Gary
    • February 10, 2002

39. Conditioning Optional Forms Pension Benefits on Good Health

    By Guest jmc51, June 18, 2007
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • June 18, 2007

40. Confidentiality of Retirement Benefits

    By Guest Ella, October 3, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 3, 2001

41. Confirmation of purchase rate for projected mortality table

    By SRM, June 7, 2004
    • 1 reply
    • 843 views
    • 
    • Guest
    • June 9, 2004

42. Confirming if Quarterlies would be required

    By Effen, November 18, 2008
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • November 19, 2008

43. Conflict of Interest?

    By AHPension, March 7, 2014
    • 1 reply
    • 913 views
    • 
    • david rigby
    • March 7, 2014

44. Congratulations Mike Preston

    By AndyH, August 24, 2017
    • 9 replies
    • 1.7k views
    • 
    • Dougsbpc
    • August 28, 2017

45. Consentual or Non-Consentual

    By Andy the Actuary, November 8, 2008
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • November 9, 2008

46. Consequences of retroactive reduction in accrued benefit

    By Gary, August 5, 2009
    • 4 replies
    • 1.1k views
    • 
    • Gary
    • August 7, 2009

47. Conservative Investment Strategy

    By Andy the Actuary, September 15, 2010
    • 5 replies
    • 1.4k views
    • 
    • tymesup
    • October 1, 2010

48. Considering Service for a prior company.

    By Earl, January 10, 2001
    • 9 replies
    • 3.4k views
    • 
    • KJohnson
    • January 11, 2001

49. content needed for a cont. ed. book

    By Guest lawallach, March 21, 2009
    • 0 replies
    • 809 views
    • 
    • Guest
    • March 21, 2009

50. Content of 204(h) Notice

    By Gary, May 15, 2000
    • 1 reply
    • 1.7k views
    • 
    • Lorraine Dorsa
    • May 22, 2000