Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. DB Investment Policy Statements

   By Guest MikeAIGFA, March 25, 2009
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • April 2, 2009

2. DB Limits

   By Guest Pamela K, November 27, 2001
   • 3 replies
   • 1.5k views
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   • mwyatt
   • November 28, 2001

3. DB Limits from 1991?

   By JButtrick, November 17, 2006
   • 4 replies
   • 1.5k views
   • 
   • david rigby
   • November 20, 2006

4. DB Lump Sums and Restricted Employees

   By CuseFan, March 24, 2017
   • 9 replies
   • 1.8k views
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   • Lou S.
   • March 12, 2019

5. DB MRD start date

   By Dinosaur, December 10, 2010
   • 2 replies
   • 1.4k views
   • 
   • Dinosaur
   • December 10, 2010

6. DB Nonelecting Church Plan

   By Barbara, January 16, 2018   

   • document
   • epcrs
   • 8 replies
   • 1.1k views
   • 
   • Barbara
   • February 10, 2018

7. DB Nonspouse beneficiary

   By retbenser, January 21, 2013
   • 1 reply
   • 1.3k views
   • 
   • Effen
   • January 21, 2013

8. DB novice looking for info

   By Guest jason, December 10, 1999
   • 1 reply
   • 1.4k views
   • 
   • Lorraine Dorsa
   • December 10, 1999

9. DB Offset Plan

   By Blinky the 3-eyed Fish, November 7, 2003
   • 19 replies
   • 2.8k views
   • 
   • Blinky the 3-eyed Fish
   • December 8, 2003

10. DB offset plan and 415 limits

    By Guest Dave Peckham, June 18, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • June 20, 2011

11. DB Offset Plans and the IRS

    By Blinky the 3-eyed Fish, September 27, 2004
    • 30 replies
    • 4.3k views
    • 
    • could be me maybe not
    • January 6, 2005

12. DB Outsourcing

    By seatpa, February 17, 2012
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • February 18, 2012

13. DB Partial Term or not?

    By Panda, September 14, 2023
    • 5 replies
    • 743 views
    • 
    • Panda
    • September 14, 2023

14. DB Participant terminates with 800 hours of service

    By SSRRS, September 11, 2020
    • 4 replies
    • 739 views
    • 
    • Bill Presson
    • September 16, 2020

15. DB participation

    By Guest lerieleech, October 3, 2006
    • 21 replies
    • 3.8k views
    • 
    • figure 8
    • February 9, 2016

16. DB pension investments

    By Gary, November 30, 2004
    • 8 replies
    • 1.7k views
    • 
    • Gary
    • December 2, 2004

17. DB Pension Late Calculation

    By JL, August 19, 2019
    • 2 replies
    • 631 views
    • 
    • david rigby
    • August 19, 2019

18. db pension plan

    By Guest derfbme, August 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • September 3, 2002

19. DB plan - bankruptcy

    By fiona1, December 29, 2010
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • January 3, 2011

20. DB Plan - Conflicting Design - Help

    By SteveK, July 10, 2019
    • 10 replies
    • 909 views
    • 
    • JackS
    • July 11, 2019

21. Db Plan - constructive ownership

    By Guest Yelena39, December 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • December 9, 2005

22. DB Plan - one lifer - decides to roll over the assets without consulting anyone

    By Jakyasar, February 8, 2023
    • 11 replies
    • 944 views
    • 
    • Jakyasar
    • February 9, 2023

23. DB Plan - Participant paid out based on incorrect salary and got PBGC exemption

    By Jakyasar, April 21, 2022
    • 3 replies
    • 575 views
    • 
    • Jakyasar
    • April 29, 2022

24. DB Plan - Reimbursement of Plan Expenses?

    By Guest Gen. Burnside, July 25, 2007
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • August 7, 2007

25. DB Plan "When I'm 64"?

    By SMB, October 27, 2011
    • 7 replies
    • 1.5k views
    • 
    • mbozek
    • October 27, 2011

26. DB Plan & Affiliated Service Group

    By JAY21, December 12, 2006
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • December 14, 2006

27. DB Plan & New Comparability PS Plan

    By dmb, October 23, 2006
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • October 23, 2006

28. DB Plan 415 Limit - Lump Sum Amount

    By Rolf Trautmann, August 31, 2011
    • 16 replies
    • 5.4k views
    • 
    • Calavera
    • September 12, 2011

29. DB Plan 70 1/2 Distribution

    By David, November 29, 1999
    • 3 replies
    • 2k views
    • 
    • KJohnson
    • November 30, 1999

30. DB plan admin

    By Gary, June 4, 2010
    • 1 reply
    • 918 views
    • 
    • Blinky the 3-eyed Fish
    • June 7, 2010

31. DB Plan and 401(a)4 Testing

    By Dougsbpc, October 31, 2012
    • 2 replies
    • 1.1k views
    • 
    • Hojo
    • October 31, 2012

32. DB plan and exclude HCE

    By Lotrfan1, January 31, 2020
    • 2 replies
    • 1.1k views
    • 
    • justanotheradmin
    • January 31, 2020

33. DB Plan and SEP

    By emmetttrudy, January 27, 2010
    • 11 replies
    • 2k views
    • 
    • Andy the Actuary
    • January 27, 2010

34. DB Plan and SEP Contribution

    By Guest lund, December 21, 2009
    • 19 replies
    • 4.5k views
    • 
    • Mike Preston
    • December 30, 2009

35. DB Plan and SEP IRA

    By emmetttrudy, December 13, 2010
    • 18 replies
    • 16.7k views
    • 
    • Mike Preston
    • October 15, 2017

36. 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

37. DB plan audit

    By emmetttrudy, September 3, 2009
    • 2 replies
    • 880 views
    • 
    • david rigby
    • September 3, 2009

38. DB Plan covering HCE's only - 110% test

    By Jakyasar, August 6, 2021
    • 10 replies
    • 1.7k views
    • 
    • Jakyasar
    • August 9, 2021

39. DB plan credits predecessor employer service; that provision benefits

    By Guest BJGrenier, November 28, 1999
    • 1 reply
    • 1.6k views
    • 
    • Dowist
    • November 29, 1999

40. DB plan cutback

    By alexa, June 3, 2002
    • 3 replies
    • 1.6k views
    • 
    • MGB
    • June 10, 2002

41. DB plan distribution form signed, participant dies the next day

    By katieinny, October 22, 2019   

    • spouse predeceased
    • 4 replies
    • 1k views
    • 
    • david rigby
    • October 22, 2019

42. DB plan distribution miscalculation

    By pcbenefits007, September 20, 2013
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • September 20, 2013

43. DB Plan Documents for a Municipality

    By Catch22PGM, June 9, 2021
    • 3 replies
    • 493 views
    • 
    • Catch22PGM
    • June 12, 2021

44. DB Plan Fees

    By Guest jhilliard, October 11, 2004
    • 13 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 12, 2004

45. DB Plan Fees

    By BFree, February 12, 2002
    • 10 replies
    • 2.5k views
    • 
    • mbozek
    • March 7, 2002

46. DB Plan for Participant Over 70 1/2

    By four01kman, August 18, 2003
    • 7 replies
    • 1.8k views
    • 
    • MGB
    • August 19, 2003

47. DB Plan Freeze - After Eligibility but Before Entry Date

    By Guest Chaffee, July 7, 2009
    • 10 replies
    • 3.7k views
    • 
    • tuni88
    • July 9, 2009

48. DB Plan implementation - extension?

    By Hojo, June 17, 2020
    • 1 reply
    • 573 views
    • 
    • C. B. Zeller
    • June 17, 2020

49. DB Plan in distress

    By jkdoll2, August 18, 2009
    • 16 replies
    • 2.2k views
    • 
    • SoCalActuary
    • February 20, 2010

50. DB Plan Investments

    By Guest YATPA, September 13, 2009
    • 1 reply
    • 782 views
    • 
    • SoCalActuary
    • September 13, 2009