Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. lump sum and death

   By Tom Poje, September 8, 2005
   • 6 replies
   • 2.3k views
   • 
   • could be me maybe not
   • September 12, 2005

2. RMD from terminating DB plan

   By Flyboyjohn, December 9, 2016
   • 6 replies
   • 1.9k views
   • 
   • Calavera
   • December 11, 2016

3. Deduct contribution in 2012 that is deposited in 2011?

   By RobN, February 4, 2011
   • 6 replies
   • 1.3k views
   • 
   • SoCalActuary
   • February 7, 2011

4. 415 $ limit at age 55

   By Guest Doogie61, December 30, 2009
   • 5 replies
   • 1.7k views
   • 
   • Mike Preston
   • January 5, 2010

5. Amend to remove lump sum option of benefit payment

   By rodin111, July 21, 2015   

   • Benefit Distribution
   • 5 replies
   • 1.8k views
   • 
   • rodin111
   • July 21, 2015

6. Offset DB plan - refresher

   By Jakyasar, January 10, 2023
   • 5 replies
   • 945 views
   • 
   • Jakyasar
   • January 10, 2023

7. cash balance transfer to 401(k)

   By Guest anne1, October 6, 2006
   • 5 replies
   • 2.6k views
   • 
   • SoCalActuary
   • October 6, 2006

8. permissable investment in a DB plan

   By betheeg, January 9, 2003
   • 5 replies
   • 1.4k views
   • 
   • mbozek
   • January 16, 2003

9. PBGC Plan Termination

   By David, November 22, 2008
   • 5 replies
   • 2.6k views
   • 
   • ScottR
   • November 24, 2008

10. DB/DC Combo Deduction - Another Look at 404(a)(7)

    By ubermax, February 6, 2012
    • 5 replies
    • 6.2k views
    • 
    • frizzyguy
    • February 6, 2012

11. DB Plan termination - big drop in distribution amount from 2022 to 2023

    By Jakyasar, March 10, 2023
    • 5 replies
    • 940 views
    • 
    • Jakyasar
    • April 12, 2023

12. Overpayment of Pension Benefits

    By Guest chlomer, December 5, 2001
    • 5 replies
    • 3.7k views
    • 
    • jpod
    • December 10, 2001

13. Beginning of Year Valuation - Ineligibles

    By John Feldt ERPA CPC QPA, March 2, 2009
    • 5 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 2, 2009

14. Tax Max Cushion Amount

    By dan.jock, December 12, 2016
    • 5 replies
    • 1.4k views
    • 
    • Effen
    • December 14, 2016

15. Need copy of rev ruling 71-446

    By Gary, October 24, 2000
    • 5 replies
    • 3.2k views
    • 
    • Gary
    • October 25, 2000

16. Interest on lump sum

    By SSRRS, December 11, 2025
    • 5 replies
    • 6.6k views
    • 
    • SSRRS
    • December 11, 2025

17. EA Meeting 2005

    By david rigby, April 1, 2005
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • April 7, 2005

18. RMDs

    By John Feldt ERPA CPC QPA, March 20, 2018   

    • rmd
    • nonvested
    • (and 2 more)

      Tagged with:

      • rmd
      • nonvested
      • account balance method
      • lump sum
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 22, 2018

19. Required Minimum Distributions. Lump Sum

    By Gary, April 7, 2006
    • 5 replies
    • 2.1k views
    • 
    • david rigby
    • April 7, 2006

20. Help on Target Benefit Plan Calculation

    By AdKu, July 9, 2020
    • 5 replies
    • 1.2k views
    • 
    • AdKu
    • July 14, 2020

21. ARPA-21 15 year amortization - new plan for 2020

    By Jakyasar, June 13, 2021
    • 5 replies
    • 912 views
    • 
    • Jakyasar
    • June 25, 2021

22. Certification Blues -- The Innocent Die Young

    By Andy the Actuary, January 2, 2010
    • 5 replies
    • 1.2k views
    • 
    • chc93
    • January 5, 2010

23. Suspension of benefits

    By Belgarath, October 8, 2012
    • 5 replies
    • 3.8k views
    • 
    • AndyH
    • October 9, 2012

24. Income Rider on Annuity

    By CassandraS, July 25, 2013   

    • Income rider
    • defined benefit
    • 5 replies
    • 1.9k views
    • 
    • CassandraS
    • July 26, 2013

25. Target Normal Cost

    By emmetttrudy, October 30, 2009
    • 5 replies
    • 2.8k views
    • 
    • FAPInJax
    • November 3, 2009

26. Earning a Future Benefit after Being Paid the 415 Lump Sum Limit

    By Pension RC, October 27, 2013   

    • 415 Lump Sum Limit
    • 5 replies
    • 1.4k views
    • 
    • Calavera
    • October 29, 2013

27. MAP-21

    By Dougsbpc, February 5, 2014
    • 5 replies
    • 1k views
    • 
    • Effen
    • February 6, 2014

28. Timing of contribution for fiscal year company in a controlled group with a calendar plan year

    By Guest Dressageho, July 15, 2009
    • 5 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • July 27, 2009

29. Cash Value Pension Plan or Benefit

    By Guest David Tedesco, September 20, 1999
    • 5 replies
    • 2.1k views
    • 
    • John A
    • September 29, 1999

30. part time employee excluded from plan

    By Gary, March 17, 2003
    • 5 replies
    • 1.6k views
    • 
    • Gary
    • March 19, 2003

31. DBP

    By Guest epicdoc1, April 26, 2010
    • 5 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 27, 2010

32. Valuing a benefit for a divorce settlement

    By dmb, May 24, 2005
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • May 24, 2005

33. Frozen Floor-Offset Plan

    By Dougsbpc, October 10, 2007
    • 5 replies
    • 1.9k views
    • 
    • tymesup
    • October 12, 2007

34. "Flip-flop" method of funding both a DB and DC plan and avoi

    By Lorraine Dorsa, December 8, 2000
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • December 11, 2000

35. PBGC Termination question

    By Guest Doogie61, December 1, 2009
    • 5 replies
    • 1.2k views
    • 
    • ScottR
    • December 5, 2009

36. Conservative Investment Strategy

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

37. FASB assumptions

    By Guest Sus95, October 29, 2008
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • October 30, 2008

38. Missing Employee Contribution Information in a DB Plan

    By richard, January 23, 2001
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • January 26, 2001

39. Cash Balance and Gateway Test

    By retbenser, November 5, 2010
    • 5 replies
    • 2k views
    • 
    • SoCalActuary
    • November 5, 2010

40. Rollover From DC to DB Plan

    By Guest DEK1, November 27, 2012
    • 5 replies
    • 2.1k views
    • 
    • SoCalActuary
    • November 29, 2012

41. Benefit Form for Funding

    By Dinosaur, February 5, 2015
    • 5 replies
    • 1.1k views
    • 
    • Dinosaur
    • February 5, 2015

42. Asset Valuation Method

    By Guest Texas_Acty, November 23, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 26, 2005

43. Top Heavy Benefit

    By mming, July 13, 2007
    • 5 replies
    • 2.1k views
    • 
    • SoCalActuary
    • July 13, 2007

44. Cash Balance Plan is terminating - need to purchase 5 deferred annuities

    By truphao, November 17, 2022
    • 5 replies
    • 801 views
    • 
    • CuseFan
    • November 18, 2022

45. Required Minimum Distribution (0% Vested)

    By emmetttrudy, December 28, 2011
    • 5 replies
    • 4k views
    • 
    • Tom Poje
    • December 28, 2011

46. life insurance proceeds

    By Gary, July 18, 2012
    • 5 replies
    • 1.1k views
    • 
    • Gary
    • July 18, 2012

47. Communication to employees of DB cost

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

48. Missing Participants-PBGC Plan Term

    By JAY21, March 8, 2011
    • 5 replies
    • 1.3k views
    • 
    • JAY21
    • March 9, 2011

49. actuarial increase in late retirement

    By Guest kishorActuary, March 4, 2009
    • 5 replies
    • 8.2k views
    • 
    • Guest
    • March 5, 2009

50. Funding Deadline

    By Guest, October 25, 1999
    • 5 replies
    • 4.2k views
    • 
    • John A
    • October 26, 1999