Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Reconciliation Account

   By Guest Texas_Acty, May 10, 2006
   • 6 replies
   • 2k views
   • 
   • david rigby
   • May 11, 2006

2. FAS 87 / 88 Worksheets

   By david rigby, February 10, 2000
   • 1 reply
   • 2k views
   • 
   • Guest
   • February 10, 2000

3. the Year 2000 problem and DB plans

   By Guest glevins1, December 5, 1998
   • 1 reply
   • 2k views
   • 
   • Lorraine Dorsa
   • December 7, 1998

4. Excess Death Benefit

   By goldtpa, April 6, 2007
   • 0 replies
   • 2k views
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   • goldtpa
   • April 6, 2007

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

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

6. Bonding or Other Escrow Vehicles for Restricted Employees

   By Guest David M, April 2, 2002
   • 7 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • June 25, 2003

7. retroactive annuity start date

   By Gary, April 17, 2012
   • 2 replies
   • 2k views
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   • Gary
   • June 20, 2012

8. Cash Balance Plan

   By Medusa, April 16, 2008
   • 8 replies
   • 2k views
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   • Medusa
   • April 22, 2008

9. Reentry into Frozen Plan

   By Guest jy12443, June 12, 2006
   • 1 reply
   • 2k views
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   • david rigby
   • June 13, 2006

10. most valuable accrual rates

    By Gary, April 20, 2012
    • 5 replies
    • 2k views
    • 
    • SoCalActuary
    • April 23, 2012

11. PPA Lump Sum Segment Rates

    By dmb, August 23, 2011
    • 3 replies
    • 2k views
    • 
    • david rigby
    • August 23, 2011

12. Early retirement plans and the ADEA/OWBPA

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

13. FASB valuation method

    By FAPInJax, March 25, 2002
    • 4 replies
    • 2k views
    • 
    • MGB
    • March 26, 2002

14. What Is Quarterly Contribution

    By Andy the Actuary, June 23, 2009
    • 5 replies
    • 2k views
    • 
    • Mike Preston
    • July 2, 2009

15. When does a plan become covered by PBGC

    By Guest RBlaine, February 18, 2009
    • 6 replies
    • 2k views
    • 
    • WDIK
    • February 19, 2009

16. use of EGTRRA 401(a)(17) limit in frozen DB Plan

    By EGB, February 22, 2002
    • 6 replies
    • 2k views
    • 
    • EGB
    • February 25, 2002

17. terminating DB plan with mortgage

    By doombuggy, May 14, 2012
    • 8 replies
    • 2k views
    • 
    • david rigby
    • May 17, 2012

18. S Corp establishing a DB plan for corporate owners to avoid capital ga

    By KJohnson, May 18, 2000
    • 1 reply
    • 2k views
    • 
    • Lorraine Dorsa
    • May 22, 2000

19. transfer of defined benefit plan assets to defined contribution plan

    By Guest JBeck, January 31, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 31, 2000

20. Life Insurance in DB plan

    By Guest DCquestioner, November 21, 2008
    • 4 replies
    • 2k views
    • 
    • ScottR
    • November 24, 2008

21. PEFA 2004 Amendment

    By JButtrick, October 25, 2006
    • 6 replies
    • 2k views
    • 
    • Guest
    • December 11, 2006

22. Participant paid from wrong plan in Master Trust

    By Guest gerry326, January 10, 2005
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 12, 2005

23. PBGC Insured Benefits

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

24. Wrong plan effective date on Form 5500

    By Pension RC, October 14, 2016
    • 8 replies
    • 2k views
    • 
    • jpod
    • October 18, 2016

25. Valuation Assets

    By Guest penman, May 29, 2003
    • 13 replies
    • 2k views
    • 
    • ishi
    • June 4, 2003

26. Communication to employees of DB cost

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

27. 415(c) limit

    By Guest bill mahoney, December 14, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 15, 2000

28. 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

29. Top Heavy in DB/DC Combo Plans

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

30. 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
    • 
    • AndyH
    • December 6, 2004

31. Retroactive application of comp limit and career average plans

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

32. New PBGC Premium Deadlines for 2008 filings

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

33. More Annual Funding Notice

    By dmb, April 6, 2009
    • 15 replies
    • 2k views
    • 
    • Guest
    • April 9, 2009

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

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

35. pbgc coverage

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

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

    By Guest blaum8, April 4, 2003
    • 7 replies
    • 2k views
    • 
    • Mike Preston
    • April 7, 2003

37. How to handle forgery claims with banks

    By Guest Nautical, August 26, 2004
    • 5 replies
    • 2k views
    • 
    • mbozek
    • September 8, 2004

38. TNC + Fees

    By Guest careful1, February 6, 2010
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • February 8, 2010

39. Testing Age DB/DC Combo

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

40. Use of Full Yield Curve

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

41. Terminating Defined Benefit Plan

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

42. Short plan year - Target Normal Cost

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

43. Freezing average salary

    By ishi, December 31, 2014
    • 7 replies
    • 2k views
    • 
    • ishi
    • January 6, 2015

44. mortality tables 2009-2013

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

45. Termination of DB Plan / Qualified Replacement Plan

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

46. Floor-Offset & 401(a)(26)

    By Dougsbpc, March 11, 2004
    • 5 replies
    • 2k views
    • 
    • Dougsbpc
    • March 12, 2004

47. GATT Lookback?

    By David, March 17, 1999
    • 1 reply
    • 2k views
    • 
    • david rigby
    • March 22, 1999

48. Restricted employee window of opportunity

    By dmb, March 30, 2006
    • 5 replies
    • 2k views
    • 
    • dmb
    • March 30, 2006

49. Cash Balance Forfeiture Account

    By Stash026, March 9, 2018
    • 8 replies
    • 2k views
    • 
    • david rigby
    • March 9, 2018

50. Non-Discrimination Test

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