Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 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

2. PBGC Insured Benefits

   By Guest Not Amused, January 4, 2007
   • 6 replies
   • 2k views
   • 
   • Guest
   • January 5, 2007

3. Early retirement plans and the ADEA/OWBPA

   By Guest Sheila Williams, March 10, 1999
   • 1 reply
   • 2k views
   • 
   • Guest
   • March 11, 1999

4. Alternate Payee

   By MermaidMama, October 20, 2020   

   • defined benefit plans
   • nonvested
   • (and 2 more)

     Tagged with:

     • defined benefit plans
     • nonvested
     • early retirement
     • distributions payable
   • 9 replies
   • 2k views
   • 
   • JM
   • November 19, 2020

5. Reflecting mid-year and end-of-year retroactive amendments

   By richard, January 12, 2000
   • 2 replies
   • 2k views
   • 
   • Guest
   • January 15, 2000

6. Retroactive application of comp limit and career average plans

   By Guest stunner, February 23, 2006
   • 2 replies
   • 2k views
   • 
   • Guest
   • February 24, 2006

7. Use of Full Yield Curve

   By Dougsbpc, December 11, 2009
   • 6 replies
   • 2k views
   • 
   • Effen
   • December 16, 2009

8. Terminating Defined Benefit Plan

   By Guest JBY, February 23, 2010
   • 12 replies
   • 2k views
   • 
   • dmb
   • February 24, 2010

9. Short plan year - Target Normal Cost

   By Dinosaur, March 1, 2010
   • 1 reply
   • 2k views
   • 
   • SoCalActuary
   • March 1, 2010

10. Majority Owner - DB Plan Term

    By AdKu, June 22, 2016   

    • Majority Owner
    • Adult Children
    • (and 1 more)

      Tagged with:

      • Majority Owner
      • Adult Children
      • DB Plan Term
    • 5 replies
    • 2k views
    • 
    • Griswold
    • June 23, 2016

11. Testing Age DB/DC Combo

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

12. New PBGC Premium Deadlines for 2008 filings

    By JAY21, August 22, 2008
    • 5 replies
    • 2k views
    • 
    • jkdoll2
    • August 28, 2008

13. pbgc coverage

    By Gary, September 30, 2010
    • 3 replies
    • 2k views
    • 
    • My 2 cents
    • October 4, 2010

14. timing of remitance of manditory participant contributions

    By Guest JGriner, September 5, 2006
    • 11 replies
    • 2k views
    • 
    • Guest
    • September 6, 2006

15. AFTAP Certifications - non calendar year plans

    By ConnieStorer, June 1, 2023
    • 4 replies
    • 2k views
    • 
    • bito'money
    • June 2, 2023

16. AFTAP elections

    By AndyH, June 25, 2008
    • 4 replies
    • 2k views
    • 
    • tymesup
    • June 25, 2008

17. Termination of DB Plan / Qualified Replacement Plan

    By J. Bringhurst, November 1, 2006
    • 0 replies
    • 2k views
    • 
    • J. Bringhurst
    • November 1, 2006

18. Actuarial increases for working beyond age 65, where there is a prior

    By Gary, April 6, 2000
    • 1 reply
    • 2k views
    • 
    • richard
    • April 7, 2000

19. mortality tables 2009-2013

    By Andy the Actuary, October 18, 2008
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • January 19, 2009

20. QJSA Most-Valuable Rule vs. Grandfathered Lump Sum

    By Übernerd, May 11, 2012
    • 0 replies
    • 2k views
    • 
    • Übernerd
    • May 11, 2012

21. More Annual Funding Notice

    By dmb, April 6, 2009
    • 15 replies
    • 1.9k views
    • 
    • Guest
    • April 9, 2009

22. Restricted employee window of opportunity

    By dmb, March 30, 2006
    • 5 replies
    • 1.9k views
    • 
    • dmb
    • March 30, 2006

23. How to handle forgery claims with banks

    By Guest Nautical, August 26, 2004
    • 5 replies
    • 1.9k views
    • 
    • mbozek
    • September 8, 2004

24. 410(b) / 401(a)(4) question

    By Effen, August 31, 2017
    • 8 replies
    • 1.9k views
    • 
    • Effen
    • August 31, 2017

25. RMDs for DB Plans

    By zimbo, November 3, 2008
    • 1 reply
    • 1.9k views
    • 
    • ScottR
    • November 6, 2008

26. One life db takeover with no AFTAPs

    By Jakyasar, November 19, 2021
    • 12 replies
    • 1.9k views
    • 
    • Jakyasar
    • November 22, 2021

27. Valuation Assets

    By Guest penman, May 29, 2003
    • 13 replies
    • 1.9k views
    • 
    • ishi
    • June 4, 2003

28. Testing Age

    By figure 8, September 7, 2017
    • 7 replies
    • 1.9k views
    • 
    • figure 8
    • September 8, 2017

29. Top Heavy in DB/DC Combo Plans

    By Dennis Povloski, February 2, 2005
    • 6 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • February 2, 2005

30. Non-Discrimination Test

    By Guest Astro, September 18, 2006
    • 2 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 18, 2006

31. Credit Balance Waiver

    By david rigby, December 15, 2008
    • 7 replies
    • 1.9k views
    • 
    • SoCalActuary
    • December 18, 2008

32. Communication to employees of DB cost

    By AndyH, August 4, 2000
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • August 7, 2000

33. no trust agreement

    By Guest jigpsu, February 1, 2006
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • February 3, 2006

34. terminating DB plan with mortgage

    By doombuggy, May 14, 2012
    • 8 replies
    • 1.9k views
    • 
    • david rigby
    • May 17, 2012

35. "Repayment Agreement," "Nonrestricted limit," &quo

    By Guest wworden, September 17, 2000
    • 7 replies
    • 1.9k views
    • 
    • AndyH
    • September 19, 2000

36. "Converting" DB plan to 401(k)

    By Guest blaum8, April 4, 2003
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • April 7, 2003

37. FAS 87 as modified by FAS 158 worksheets

    By mwyatt, January 18, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 3, 2008

38. Reduction of Accrued Benefit (but not by amendment)

    By Guest kjk, December 14, 2001
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • December 14, 2001

39. 415(b)(1)(B) Benefit Limit

    By Guest durfe, January 24, 2005
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • January 25, 2005

40. Contribution in excess of maximum deductible amount

    By ac, October 7, 2004
    • 8 replies
    • 1.9k views
    • 
    • AndyH
    • October 15, 2004

41. Excess Contributions

    By Andy the Actuary, June 15, 2009
    • 8 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • June 17, 2009

42. TNC + Fees

    By Guest careful1, February 6, 2010
    • 5 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • February 8, 2010

43. Summary Annual Report

    By Guest Amanda Davis, May 19, 2003
    • 3 replies
    • 1.9k views
    • 
    • Lynn Campbell
    • August 8, 2003

44. Schedule SB Certification/Maximum Deduction

    By Doghouse, September 28, 2012
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • October 11, 2012

45. Eliminating Actuarial Increase

    By Guest Nini, August 22, 2007
    • 3 replies
    • 1.9k views
    • 
    • ak2ary
    • August 23, 2007

46. Mortality Table

    By Blinky the 3-eyed Fish, January 19, 2005
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • January 19, 2005

47. Final 411(d)(6) Regs Permit Elimination of Benefit Forms Satisfying QJ

    By Guest SCUDDESLER, September 11, 2000
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • September 12, 2000

48. Lump Sum Methodology

    By JAY21, January 29, 2008
    • 13 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 1, 2008

49. cash balance annuity conversion

    By Gary, August 30, 2001
    • 0 replies
    • 1.9k views
    • 
    • Gary
    • August 30, 2001

50. Definition of Compensation

    By Gary, December 20, 2001
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • December 20, 2001