Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Where do I find mortality tables?

   By Guest LHart, January 25, 2005
   • 6 replies
   • 2.5k views
   • 
   • GBurns
   • January 27, 2005

2. Distribution of Real Estate

   By Gary, February 14, 2007
   • 6 replies
   • 2k views
   • 
   • Gary
   • February 15, 2007

3. DB Plan With Multiple Formulas For HCEs

   By Guest merlin, October 6, 2004
   • 6 replies
   • 1.3k views
   • 
   • SoCalActuary
   • October 6, 2004

4. DB plan and someone sold the client a 401(k) plan

   By SteveH, March 30, 2006
   • 6 replies
   • 1.4k views
   • 
   • SoCalActuary
   • March 31, 2006

5. Is a non-electing DB church plan protected from creditors

   By katieinny, January 27, 2011
   • 6 replies
   • 1.8k views
   • 
   • mbozek
   • January 28, 2011

6. Plan Administrator's responsibility to contact participants

   By Pension RC, March 10, 2015
   • 6 replies
   • 2.3k views
   • 
   • mbozek
   • March 10, 2015

7. Interest Credit Rate in a Cash Balance Plan

   By Gary, June 7, 2000
   • 6 replies
   • 2.1k views
   • 
   • Guest
   • June 12, 2000

8. 415 Limitations

   By Gary, May 7, 2008
   • 6 replies
   • 1.6k views
   • 
   • JAY21
   • May 8, 2008

9. NO AFTAPS done few years

   By SSRRS, July 28, 2021
   • 6 replies
   • 717 views
   • 
   • SSRRS
   • July 30, 2021

10. Sponsor's Agreement To Change In Funding Method

    By Guest merlin, June 12, 2003
    • 6 replies
    • 1.2k views
    • 
    • mwyatt
    • June 13, 2003

11. PBGC Form 10 -employee notification

    By Guest sueczer, November 2, 2011
    • 6 replies
    • 3k views
    • 
    • Calavera
    • November 3, 2011

12. RMD Based On Plan Assets

    By Guest merlin, September 4, 2007
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • September 4, 2007

13. Pension Plan Investments

    By Gary, September 28, 2006
    • 6 replies
    • 1.4k views
    • 
    • Gary
    • September 29, 2006

14. Contingent Annuity Question

    By MarZDoates, September 30, 2014
    • 6 replies
    • 3.4k views
    • 
    • My 2 cents
    • October 1, 2014

15. Outsourcing DB / CB Plans

    By mjf06241972, July 7, 2019
    • 6 replies
    • 907 views
    • 
    • baneja
    • July 9, 2019

16. Mortality Table for Funding

    By DavidO, September 21, 2023
    • 6 replies
    • 814 views
    • 
    • DavidO
    • September 22, 2023

17. DB/DC Combo - 5% to 7.5% Gateway

    By John Feldt ERPA CPC QPA, June 5, 2008
    • 6 replies
    • 4k views
    • 
    • Guest
    • February 13, 2009

18. Can employer consider the larger benefits provided under a plan to older employees when negotiating salary? Age discrimination?

    By WDIK, December 2, 2003
    • 6 replies
    • 3.2k views
    • 
    • WDIK
    • December 4, 2003

19. 401(a)(26) meaningful benefit

    By Guest csk, January 26, 2005
    • 6 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • January 26, 2005

20. "Unofficial" Estimates of DB Benefits

    By Guest DBS1, November 17, 2008
    • 6 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • November 18, 2008

21. 415 Compensation Limit in Frozen Plans - Does it Stop Increasing at Freeze?

    By DW, November 23, 2023
    • 6 replies
    • 1.6k views
    • 
    • DW
    • December 5, 2023

22. 401(a)(17) and application of IRS Notice 2001-56

    By Belgarath, October 19, 2005
    • 6 replies
    • 1.9k views
    • 
    • SoCalActuary
    • October 20, 2005

23. Term cost of death benefit as part of minimum required contribution

    By Guest saeissler, June 13, 2005
    • 6 replies
    • 1.3k views
    • 
    • could be me maybe not
    • June 15, 2005

24. In service distibutions to rehired retiree

    By AndyH, February 15, 2002
    • 6 replies
    • 3.2k views
    • 
    • david rigby
    • February 15, 2002

25. DB/DC Combo plan, general test

    By John Feldt ERPA CPC QPA, July 3, 2007
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • July 6, 2007

26. Cash Balance Testing

    By retbenser, December 29, 2010
    • 6 replies
    • 1.2k views
    • 
    • AndyH
    • December 29, 2010

27. Interest Due on Non-RASD, Delayed Payments?

    By BenefitsCounsel, December 18, 2020   

    • interest
    • rasd
    • (and 1 more)

      Tagged with:

      • interest
      • rasd
      • pension
    • 6 replies
    • 2.1k views
    • 
    • Todd Flessner
    • December 28, 2020

28. 120% Jcwaa Rate Under 404

    By MGB, March 31, 2003
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • April 2, 2003

29. Nondiscriminatory Classification Test

    By Gary, August 8, 2006
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • August 10, 2006

30. EFAST filing of 5500, etc

    By Dinosaur, June 5, 2009
    • 6 replies
    • 1.7k views
    • 
    • Dinosaur
    • June 11, 2009

31. Schedule SB questions

    By dmb, October 5, 2010
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • October 5, 2010

32. RMD after plan termination

    By Jakyasar, July 25, 2023
    • 6 replies
    • 847 views
    • 
    • CuseFan
    • July 26, 2023

33. Form 6088 - Plan Termination

    By emmetttrudy, July 8, 2010
    • 6 replies
    • 3.3k views
    • 
    • SoCalActuary
    • July 9, 2010

34. Owneship % semantics

    By truphao, July 23, 2024
    • 6 replies
    • 1k views
    • 
    • Paul I
    • July 23, 2024

35. Early Retirement Reductions?

    By Guest jfreeborn, October 5, 2010
    • 6 replies
    • 1.1k views
    • 
    • David MacLennan
    • October 5, 2010

36. Time limit for electing optional form of benefit

    By Guest krijowri, March 12, 2008
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 13, 2008

37. Pro Rate under PPA through Termination Date?

    By Blinky the 3-eyed Fish, November 18, 2008
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 21, 2008

38. AFTAP post plan term date

    By dmb, June 14, 2010
    • 6 replies
    • 2.9k views
    • 
    • dmb
    • June 14, 2010

39. PBGC filing

    By Earl, September 5, 2019
    • 6 replies
    • 1.1k views
    • 
    • Mike Preston
    • September 7, 2019

40. Dif NRA, BRF?

    By Guest Partly Cloudy, December 14, 2005
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • December 30, 2005

41. PBGC Coverage Question

    By AndyH, October 3, 2002
    • 6 replies
    • 2.4k views
    • 
    • AndyH
    • October 4, 2002

42. Asset reversion?

    By Guest babs51, August 9, 2006
    • 6 replies
    • 1.7k views
    • 
    • Mike Preston
    • August 9, 2006

43. Maximum Deduction and Calculation of Funding Target

    By YankeeFan, November 19, 2008
    • 6 replies
    • 3.4k views
    • 
    • AndyH
    • November 19, 2008

44. PBGC lump sum, 411(d)(6)

    By Gary, June 18, 2001
    • 6 replies
    • 2.1k views
    • 
    • Gary
    • June 18, 2001

45. Top heavy question

    By AndyH, November 20, 2009
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • November 23, 2009

46. Minimum Gateway

    By Dougsbpc, December 6, 2013
    • 6 replies
    • 1.9k views
    • 
    • AndyH
    • May 19, 2014

47. Proof of Hi 3 yr avg

    By ombskid, February 15, 2016
    • 6 replies
    • 1.1k views
    • 
    • StaceyHelton
    • February 16, 2016

48. Sticky Plan Termination

    By Guest Keith N, December 21, 2001
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • December 24, 2001

49. Allocation of excess assets in a terminated DB plan

    By Blinky the 3-eyed Fish, October 21, 2003
    • 6 replies
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 21, 2003

50. 0% accrual by definition

    By Bri, March 17, 2015   

    • top heavy
    • defined benefit
    • (and 1 more)

      Tagged with:

      • top heavy
      • defined benefit
      • plan design
    • 6 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2015