Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Demise of IRS 77-2

   By Andy the Actuary, January 4, 2008
   • 7 replies
   • 1.9k views
   • 
   • Andy the Actuary
   • March 28, 2008

2. Demo 7 of Schedule Q - Nondiscriminatory Past Service Credits

   By Guest Ted H Munice, December 1, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 1, 2000

3. Demographic Failure

   By Blinky the 3-eyed Fish, June 27, 2006
   • 4 replies
   • 2.6k views
   • 
   • Blinky the 3-eyed Fish
   • June 30, 2006

4. Demutualization Compensation as Plan Asset

   By Guest Steve C, June 27, 2000
   • 7 replies
   • 2.2k views
   • 
   • pjkoehler
   • June 28, 2000

5. Demutualization Proceeds

   By Guest planman, August 18, 2003
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • August 18, 2003

6. Demutualization Proceeds in Connection with a Contributory Terminated Defined Benefit Plan

   By Guest wednesday, April 1, 2005
   • 7 replies
   • 1.6k views
   • 
   • david rigby
   • April 2, 2005

7. Demutualization Proceeds on Terminated Plans

   By MGB, February 5, 2002
   • 10 replies
   • 4k views
   • 
   • Guest
   • June 7, 2002

8. demutualization, Trust assets & funding standards

   By Guest Keith N, June 13, 2002
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • June 13, 2002

9. Design-based safe harbor

   By Guest guppy, April 15, 2004
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • April 19, 2004

10. Determination for Termination on a Volume Submitter Plan

    By Guest sugar daddy, August 11, 2011
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • August 25, 2011

11. Determination letter

    By Gary, March 10, 2010
    • 3 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2010

12. Determination letter

    By Guest carsca, September 4, 2001
    • 4 replies
    • 1.6k views
    • 
    • Medusa
    • September 25, 2001

13. Determination Letter

    By Guest strayhorn, June 13, 2003
    • 0 replies
    • 951 views
    • 
    • Guest
    • June 13, 2003

14. determination letter caveat

    By Guest Laura, May 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2000

15. Determination Letter Deadline

    By Guest RW, August 30, 2000
    • 1 reply
    • 1.3k views
    • 
    • M R Bernardin
    • August 31, 2000

16. determination letter filing

    By Belgarath, May 8, 2006
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 8, 2006

17. Determination letter filing deadline of January 1, 2004

    By Guest Powers, December 8, 2003
    • 4 replies
    • 970 views
    • 
    • Guest
    • December 8, 2003

18. Determination letter for freezing a plan?

    By Guest erisa15, March 1, 2004
    • 12 replies
    • 2.2k views
    • 
    • Everett Moreland
    • March 2, 2004

19. Determination letter for individual designed hybrid plan

    By Sarah73, January 26, 2022
    • 1 reply
    • 656 views
    • 
    • Effen
    • January 26, 2022

20. Determination Letter New Plan

    By Gary, August 14, 2009
    • 10 replies
    • 1.6k views
    • 
    • Gary
    • August 18, 2009

21. Determination Letter Request

    By ac, September 11, 2009
    • 3 replies
    • 992 views
    • 
    • Guest
    • September 12, 2009

22. determination letter submission - unsigned amendments

    By Guest just started..., January 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • January 9, 2009

23. Determination Letter User Fee Exemption?

    By justanotheradmin, November 19, 2013   

    • Cash Balance
    • 8717
    • (and 1 more)

      Tagged with:

      • Cash Balance
      • 8717
      • 7528(b)(2)
    • 0 replies
    • 1.7k views
    • 
    • justanotheradmin
    • November 19, 2013

24. determination letters

    By Gary, August 25, 2011
    • 10 replies
    • 2.3k views
    • 
    • David MacLennan
    • August 30, 2011

25. determination of an annual interest rate

    By Gary, February 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • February 25, 1999

26. Determination of compensation limit

    By Guest RRO, January 23, 2014
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 27, 2014

27. Determination of Present Value of Accrued Benefit

    By MarZDoates, September 8, 2004
    • 6 replies
    • 4.9k views
    • 
    • SoCalActuary
    • September 12, 2004

28. Determine Mortality Table Used

    By mctoe, September 2, 2018
    • 4 replies
    • 679 views
    • 
    • mctoe
    • September 28, 2018

29. Determining "compensation" for DB plan contribution

    By Guest Deborah, January 28, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 28, 2006

30. Determining Final Average Compensation

    By AHPension, February 7, 2015
    • 2 replies
    • 1.7k views
    • 
    • AHPension
    • February 7, 2015

31. Determining HC employees

    By fiona1, April 20, 2004
    • 1 reply
    • 980 views
    • 
    • Mike Preston
    • April 21, 2004

32. Determining Lump Sum Distribution

    By Dougsbpc, June 5, 2010
    • 8 replies
    • 2.1k views
    • 
    • Dougsbpc
    • June 8, 2010

33. Determining Top 25 for Lump Sum Restrictions

    By Guest David M, April 25, 2002
    • 1 reply
    • 2.7k views
    • 
    • MGB
    • April 25, 2002

34. Determining whether spousal consent is required

    By Guest BOK, May 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • May 21, 2004

35. Determining XRA under ERISA 4044

    By Guest HarveyC, April 1, 2002
    • 1 reply
    • 2.1k views
    • 
    • MGB
    • April 2, 2002

36. DFVCP

    By SSRRS, June 27, 2024
    • 1 reply
    • 359 views
    • 
    • SSRRS
    • June 27, 2024

37. Did the United States pay a $127 million subsidy counting 3,479 dead people?

    By Peter Gulia, November 4, 2023
    • 5 replies
    • 883 views
    • 
    • CuseFan
    • November 9, 2023

38. Dif NRA, BRF?

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

39. Different Benefit formulas for employees

    By Gary, April 22, 2008
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • April 25, 2008

40. Different benefit statements for different ees?

    By David MacLennan, August 9, 2003
    • 4 replies
    • 1.1k views
    • 
    • Everett Moreland
    • August 10, 2003

41. Different Benefits For HCES

    By Guest sdolce, September 13, 2001
    • 3 replies
    • 1.9k views
    • 
    • RCK
    • September 21, 2001

42. Different Hours Requirement to get a benefit

    By truphao, May 18, 2023
    • 6 replies
    • 731 views
    • 
    • Paul I
    • May 19, 2023

43. Different ICR for HCEs vs NHCEs

    By truphao, April 21, 2023
    • 3 replies
    • 500 views
    • 
    • CuseFan
    • April 24, 2023

44. Different meanings of FTAP

    By Guest Mike Melnick, April 11, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 11, 2008

45. Different Plan Year and Fiscal Year

    By Dougsbpc, April 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • April 15, 2008

46. Different Vesting Rules Within Plan

    By Fielding Mellish, January 13, 2017
    • 1 reply
    • 660 views
    • 
    • Lou S.
    • January 13, 2017

47. Direct Roll Over Into Same Plan

    By Guest John Comelately, December 25, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 26, 2006

48. Directed Trustee for Defined Benefit Plan

    By JustMe, July 13, 2020
    • 2 replies
    • 426 views
    • 
    • david rigby
    • July 14, 2020

49. Disability Benefit

    By JAY21, May 3, 2006
    • 8 replies
    • 2.8k views
    • 
    • Effen
    • May 7, 2006

50. Disability Benefit Question

    By Guest lvegas, February 17, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 17, 2006