Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. DB funding questions

   By Guest lerieleech, January 9, 2009
   • 7 replies
   • 1.4k views
   • 
   • Mike Preston
   • January 12, 2009

2. DB Funding Waiver User Fees

   By CuseFan, January 22, 2019
   • 2 replies
   • 959 views
   • 
   • CuseFan
   • January 23, 2019

3. DB General Test

   By Guest RSNOW, July 16, 2003
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • July 21, 2003

4. DB Gov't "pick-up" Plan; 401(k) impact

   By JAY21, August 24, 2004
   • 1 reply
   • 992 views
   • 
   • SoCalActuary
   • August 24, 2004

5. DB Individually Designed Restatement Deadline

   By susieQ, February 28, 2020
   • 3 replies
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • March 2, 2020

6. DB interest rates changing from Treas rates to Bond rates

   By Lori H, April 24, 2009
   • 4 replies
   • 947 views
   • 
   • Lori H
   • April 27, 2009

7. DB Investment Policy Statements

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

8. DB Limits

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

9. DB Limits from 1991?

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

10. DB Lump Sums and Restricted Employees

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

11. DB MRD start date

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

12. DB Nonelecting Church Plan

    By Barbara, January 16, 2018   

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

13. DB Nonspouse beneficiary

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

14. DB novice looking for info

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

15. 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

16. DB offset plan and 415 limits

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

17. DB Offset Plans and the IRS

    By Blinky the 3-eyed Fish, September 27, 2004
    • 30 replies
    • 4.4k views
    • 
    • could be me maybe not
    • January 6, 2005

18. DB Outsourcing

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

19. DB Partial Term or not?

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

20. DB Participant terminates with 800 hours of service

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

21. DB participation

    By Guest lerieleech, October 3, 2006
    • 21 replies
    • 3.9k views
    • 
    • figure 8
    • February 9, 2016

22. DB pension investments

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

23. DB Pension Late Calculation

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

24. db pension plan

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

25. DB plan - bankruptcy

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

26. DB Plan - Conflicting Design - Help

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

27. Db Plan - constructive ownership

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

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

    By Jakyasar, February 8, 2023
    • 11 replies
    • 1k views
    • 
    • Jakyasar
    • February 9, 2023

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

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

30. DB Plan - Reimbursement of Plan Expenses?

    By Guest Gen. Burnside, July 25, 2007
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • August 7, 2007

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

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

32. DB Plan & Affiliated Service Group

    By JAY21, December 12, 2006
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • December 14, 2006

33. DB Plan & New Comparability PS Plan

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

34. DB Plan 415 Limit - Lump Sum Amount

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

35. DB Plan 70 1/2 Distribution

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

36. DB plan admin

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

37. DB Plan and 401(a)4 Testing

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

38. DB plan and exclude HCE

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

39. DB Plan and SEP

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

40. DB Plan and SEP Contribution

    By Guest lund, December 21, 2009
    • 19 replies
    • 4.6k views
    • 
    • Mike Preston
    • December 30, 2009

41. DB Plan and SEP IRA

    By emmetttrudy, December 13, 2010
    • 18 replies
    • 17k views
    • 
    • Mike Preston
    • October 15, 2017

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

    By SteveH, March 30, 2006
    • 6 replies
    • 1.5k views
    • 
    • SoCalActuary
    • March 31, 2006

43. DB plan audit

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

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

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

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

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

46. DB plan cutback

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

47. 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

48. DB plan distribution miscalculation

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

49. DB Plan Documents for a Municipality

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

50. DB Plan Fees

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