Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. changing valuation dates

   By k man, July 5, 2000
   • 5 replies
   • 1.9k views
   • 
   • david rigby
   • July 10, 2000

2. PS Assets Merged Into DB Plan

   By Guest MProctor, August 26, 2004
   • 3 replies
   • 1.9k views
   • 
   • AndyH
   • August 26, 2004

3. Actuaries and Asset Allocations

   By rcline46, March 12, 2012
   • 13 replies
   • 1.9k views
   • 
   • SoCalActuary
   • March 14, 2012

4. Slushy. Accruals continue, but no new entrants after [date]

   By John Feldt ERPA CPC QPA, February 27, 2007
   • 8 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • February 28, 2007

5. Up to 150% of Current Liability = Max Deductible Contribution?

   By tuni88, February 3, 2007
   • 4 replies
   • 1.9k views
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   • SoCalActuary
   • February 5, 2007

6. 60-80% AFTAP and Amendments

   By Blinky the 3-eyed Fish, March 20, 2008
   • 5 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • March 21, 2008

7. Incidental DB test in 412(i)

   By Guest IndyMargaret, June 23, 2008
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • June 23, 2008

8. AFTAP Heaven

   By JAY21, March 13, 2008
   • 14 replies
   • 1.9k views
   • 
   • tuni88
   • March 28, 2008

9. Embezzlement of Pension Assets

   By Guest Donaldson, July 26, 2005
   • 6 replies
   • 1.9k views
   • 
   • SoCalActuary
   • July 29, 2005

10. 101(f) Annual Funding Notice

    By waid10, April 21, 2009
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 2009

11. Check of Annuity Purchase Rate

    By Guest Doug Goelz, October 31, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 5, 2003

12. 2009 AFTAP based on 2008

    By Guest Xerxes, March 4, 2009
    • 9 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 27, 2009

13. Nov 30-Year Treasury Rate

    By mwyatt, December 29, 2005
    • 6 replies
    • 1.8k views
    • 
    • mwyatt
    • December 30, 2005

14. How do you find an old mortality table?

    By pbarrett, May 19, 2003
    • 4 replies
    • 1.8k views
    • 
    • pbarrett
    • May 19, 2003

15. Partial Distribution

    By JBones, July 20, 2011
    • 4 replies
    • 1.8k views
    • 
    • JBones
    • August 5, 2011

16. Amendment to Cafeteria Plan

    By Guest ndgal, February 6, 2001
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • February 6, 2001

17. Applying section 401(a)(17) compensation limit on pro rata basis in ye

    By Guest swwalden1, January 28, 2003
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 29, 2003

18. New Plan 2007 AFTAP

    By Blinky the 3-eyed Fish, February 14, 2008
    • 21 replies
    • 1.8k views
    • 
    • ak2ary
    • February 15, 2008

19. Lump Sums depleting plan assets

    By ConnieStorer, July 11, 2013   

    • partial termination payouts
    • 13 replies
    • 1.8k views
    • 
    • AndyH
    • July 17, 2013

20. highest early rule...rationale for and "how to/when to" do

    By gle318612, June 18, 2015   

    • highest early rule in DB FAE
    • 2 replies
    • 1.8k views
    • 
    • Effen
    • June 23, 2015

21. Carryover Balance and Prefunding Balance

    By tuni88, February 21, 2009
    • 1 reply
    • 1.8k views
    • 
    • SoCalActuary
    • February 21, 2009

22. Is this definition of "accrued benefit" legal?

    By Guest Dave Peckham, November 1, 2004
    • 10 replies
    • 1.8k views
    • 
    • AndyH
    • November 8, 2004

23. Pension Report at termination of employment

    By Guest ebgroup, January 10, 2011
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 11, 2011

24. Multiple Employer plans

    By abanky, July 20, 2010
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • July 20, 2010

25. House passed pension bill

    By Effen, December 11, 2008
    • 12 replies
    • 1.8k views
    • 
    • AndyH
    • December 15, 2008

26. Accrual of Maximum Benefit

    By Guest PensionNW, August 20, 2003
    • 5 replies
    • 1.8k views
    • 
    • MGB
    • August 26, 2003

27. QOSA and QJSA and other JSAs

    By ChrisB., August 29, 2023
    • 5 replies
    • 1.8k views
    • 
    • Sellarsian
    • September 1, 2023

28. 415 Limit Distributions to avoid impermissible forfeiture-taxation

    By JAY21, February 1, 2016
    • 4 replies
    • 1.8k views
    • 
    • Calavera
    • February 3, 2016

29. 1990 Commissioners Mortality Table?

    By Guest Actuary Bill, October 31, 2011
    • 3 replies
    • 1.8k views
    • 
    • eeyore
    • November 1, 2011

30. Controlled Group/IRC 404 & 415

    By JAY21, October 26, 2004
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • October 27, 2004

31. Unique Plan Freeze

    By Gary, October 28, 2006
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • October 30, 2006

32. PBGC calculations

    By FAPInJax, October 2, 2008
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 6, 2008

33. DB Cash Out Option

    By Guest BigBish, March 16, 2007
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • March 16, 2007

34. PBGC male mortality?

    By Gary, February 1, 2001
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • February 1, 2001

35. Adding Lump Sum Option after Plan Termination process has begun

    By Alonzo, June 14, 2000
    • 0 replies
    • 1.8k views
    • 
    • Alonzo
    • June 14, 2000

36. Decrease in Accrued Benefit-Permitted?

    By AndyH, December 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • December 20, 2001

37. Muliemployer deduction problems & 412(c)(8)

    By Guest, December 2, 1999
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • December 21, 1999

38. Life Insurance in DB plan

    By ac, October 19, 2004
    • 9 replies
    • 1.8k views
    • 
    • mwyatt
    • October 22, 2004

39. Burn Ointment

    By Andy the Actuary, March 5, 2012
    • 9 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • March 12, 2012

40. Retroactive Adoption

    By Just Me, February 4, 2011
    • 4 replies
    • 1.8k views
    • 
    • Calavera
    • February 15, 2011

41. Compensation limit is retroactive

    By MGB, August 31, 2001
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • September 5, 2001

42. Certain & Life benefit; change in beneficiary

    By roy819, May 23, 2019
    • 4 replies
    • 1.8k views
    • 
    • Fiona Miceli
    • July 9, 2019

43. Retroactive inclusion in a defined benefit plan

    By Carol V. Calhoun, February 22, 2016
    • 8 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • February 22, 2016

44. 401(h) accounts

    By arthurkagan, March 20, 2023
    • 7 replies
    • 1.8k views
    • 
    • NARAYANAN MOHANAN
    • September 16, 2023

45. Overfunded Pension in a Divorce

    By Richard Tate, June 19, 2019   

    • overfunded db plan
    • divorce
    • (and 3 more)

      Tagged with:

      • overfunded db plan
      • divorce
      • qdro
      • overfunded
      • overfunding
    • 9 replies
    • 1.8k views
    • 
    • Richard Tate
    • June 24, 2019

46. FAS 106 Liability

    By Guest Arthur, September 26, 2008
    • 3 replies
    • 1.8k views
    • 
    • Don Levit
    • September 26, 2008

47. Multiple Employer DB Pension Plan

    By Guest Teddie, May 1, 2006
    • 3 replies
    • 1.8k views
    • 
    • Ron Snyder
    • May 4, 2006

48. sole prop cash balance plan

    By thepensionmaven, May 21, 2019
    • 11 replies
    • 1.8k views
    • 
    • FPGuy
    • May 24, 2019

49. Fidelity Bond Requirements

    By Guest tzuck, July 1, 2008
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • July 3, 2008

50. Asset reversion and surplus assets

    By Gary, February 16, 1999
    • 1 reply
    • 1.8k views
    • 
    • Lorraine Dorsa
    • March 5, 1999