Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Delay of Minimum Funding Deadline

   By mming, April 6, 2020
   • 1 reply
   • 607 views
   • 
   • Effen
   • April 6, 2020

2. Delayed Cash-Balance Regs

   By JAY21, October 19, 2011
   • 0 replies
   • 810 views
   • 
   • JAY21
   • October 19, 2011

3. Delayed effective date of regs.

   By Guest GMP, January 31, 2008
   • 4 replies
   • 1.3k views
   • 
   • JAY21
   • February 4, 2008

4. Delayed initial annuity or lump sum because of annual audit?

   By Mikeyl41, August 7, 2025
   • 10 replies
   • 1.5k views
   • 
   • CuseFan
   • August 8, 2025

5. deminimus benefit

   By thepensionmaven, April 16, 2015
   • 6 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • April 19, 2015

6. Deminimus Benefit

   By Dougsbpc, November 25, 2003
   • 4 replies
   • 3.4k views
   • 
   • David MacLennan
   • November 30, 2003

7. Demise of IRS 77-2

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

8. 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

9. Demographic Failure

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

10. Demutualization Compensation as Plan Asset

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

11. Demutualization Proceeds

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

12. 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

13. Demutualization Proceeds on Terminated Plans

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

14. 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

15. Design-based safe harbor

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

16. Determination for Termination on a Volume Submitter Plan

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

17. Determination letter

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

18. Determination letter

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

19. Determination Letter

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

20. determination letter caveat

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

21. Determination Letter Deadline

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

22. determination letter filing

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

23. Determination letter filing deadline of January 1, 2004

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

24. Determination letter for freezing a plan?

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

25. Determination letter for individual designed hybrid plan

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

26. Determination Letter New Plan

    By Gary, August 14, 2009
    • 10 replies
    • 1.7k views
    • 
    • Gary
    • August 18, 2009

27. Determination Letter Request

    By ac, September 11, 2009
    • 3 replies
    • 1k views
    • 
    • Guest
    • September 12, 2009

28. determination letter submission - unsigned amendments

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

29. 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

30. determination letters

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

31. determination of an annual interest rate

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

32. Determination of compensation limit

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

33. Determination of Present Value of Accrued Benefit

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

34. Determine Mortality Table Used

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

35. Determining "compensation" for DB plan contribution

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

36. Determining Final Average Compensation

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

37. Determining HC employees

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

38. Determining Lump Sum Distribution

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

39. Determining Top 25 for Lump Sum Restrictions

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

40. Determining whether spousal consent is required

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

41. Determining XRA under ERISA 4044

    By Guest HarveyC, April 1, 2002
    • 1 reply
    • 2.2k views
    • 
    • MGB
    • April 2, 2002

42. DFVCP

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

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

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

44. Dif NRA, BRF?

    By Guest Partly Cloudy, December 14, 2005
    • 6 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • December 30, 2005

45. Different Benefit formulas for employees

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

46. Different benefit statements for different ees?

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

47. Different Benefits For HCES

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

48. Different Hours Requirement to get a benefit

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

49. Different ICR for HCEs vs NHCEs

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

50. Different meanings of FTAP

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