Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Sample Normal Accrual Rate and Most Valuable Accrual Rate Calculation

   By AndyH, March 21, 2001
   • 4 replies
   • 4.6k views
   • 
   • AndyH
   • March 23, 2001

2. The old - do we need to do a Notice if no impact?

   By Effen, December 16, 2008
   • 4 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • December 16, 2008

3. AFTAP after Technical Corrections bill

   By dmb, January 13, 2009
   • 4 replies
   • 1.1k views
   • 
   • Mike Preston
   • January 13, 2009

4. Can a pension plan’s funding be expressed as a percentage of the one participant’s salary?

   By Peter Gulia, July 15, 2010
   • 4 replies
   • 1.2k views
   • 
   • SoCalActuary
   • July 15, 2010

5. 92 year old family member receiving 415 limit as a J&S

   By tymesup, July 13, 2012
   • 4 replies
   • 1.1k views
   • 
   • tymesup
   • July 16, 2012

6. DB Cash Out Option

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

7. Final Contribution to a Cash Balance Plan

   By ac, May 15, 2014
   • 4 replies
   • 1.1k views
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   • ac
   • May 16, 2014

8. Missing Employee Data

   By Randy Watson, October 29, 2008
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • October 30, 2008

9. Adjusting 2008 contribution to 2010

   By Guest jmrodrig, March 25, 2010
   • 4 replies
   • 953 views
   • 
   • Mike Preston
   • March 25, 2010

10. Qualifying Employer Real Property Questions

    By ERISA-Bubs, July 6, 2017
    • 4 replies
    • 2.3k views
    • 
    • CuseFan
    • July 7, 2017

11. Returned Checks for Terminated Plan (Re: Form 5500)

    By metsfan026, October 12
    • 4 replies
    • 801 views
    • 
    • TheBoxMan
    • October 14

12. FASB-What triggers this to be required?

    By Guest erepper, March 11, 2005
    • 4 replies
    • 2k views
    • 
    • AndyH
    • March 11, 2005

13. S. 1783-Pension Bill, House version ?

    By JAY21, October 3, 2005
    • 4 replies
    • 1.7k views
    • 
    • jevd
    • October 5, 2005

14. Over Contribution

    By Guest PAUL DUGAN, December 7, 2007
    • 4 replies
    • 1k views
    • 
    • Mike Preston
    • December 7, 2007

15. Plan Amendments

    By Gary, October 1, 2009
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • October 2, 2009

16. Funding T-H DB plans

    By Guest meggie, January 22, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 23, 2001

17. Lump Sum implications of WIDE treasury-to-Corporate spread

    By Guest DBPension, April 15, 2009
    • 4 replies
    • 1.6k views
    • 
    • SoCalActuary
    • April 16, 2009

18. cash balance plans and AE

    By abanky, December 1, 2009
    • 4 replies
    • 1.1k views
    • 
    • FAPInJax
    • December 3, 2009

19. Establishing new plan for 2010

    By retbenser, March 31, 2011
    • 4 replies
    • 1.3k views
    • 
    • tymesup
    • April 1, 2011

20. Certain & Life benefit; change in beneficiary

    By roy819, May 23, 2019
    • 4 replies
    • 1.7k views
    • 
    • Fiona Miceli
    • July 9, 2019

21. Maybe a silly question about normal form

    By abanky, October 9, 2006
    • 4 replies
    • 1.6k views
    • 
    • abanky
    • October 9, 2006

22. RASD vs. ASD questions

    By benefitz, August 15, 2016
    • 4 replies
    • 3.4k views
    • 
    • SoCalActuary
    • August 17, 2016

23. One man Plan

    By Guest jfreeborn, December 8, 2010
    • 4 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • December 8, 2010

24. BOY val and freeze

    By ombskid, June 11, 2013
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • June 11, 2013

25. valuing plan freeze

    By Guest Kline28, October 25, 2002
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 25, 2002

26. Owner-only traditional DB Plan - Re-run valuation for less than 1,000 hours worked?

    By Moose, April 12, 2021
    • 4 replies
    • 952 views
    • 
    • Moose
    • April 15, 2021

27. CL Interest Rate Selection

    By Guest dmdoug, October 28, 2003
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • November 5, 2003

28. Vesting Upon Plan Termination

    By Guest Texas_Acty, February 15, 2006
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 16, 2006

29. Joint and Survivor Annuities

    By Guest rhector12, August 4, 2011
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • August 4, 2011

30. Disability definition

    By Benefits to all, March 21, 2013
    • 4 replies
    • 1.8k views
    • 
    • tymesup
    • March 22, 2013

31. Fasb Disclosure rates (Moody's)

    By Guest lisbetf, June 2, 2003
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • June 4, 2003

32. Freeze Current DB Plan / Start 401k Plan

    By tuni88, March 25, 2009
    • 4 replies
    • 1.6k views
    • 
    • SoCalActuary
    • March 26, 2009

33. management company - PBGC coverage?

    By Belgarath, March 21, 2013
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • March 22, 2013

34. Aggregating DB & DC plan for general test

    By Richard Anderson, September 8, 1999
    • 4 replies
    • 1.4k views
    • 
    • John A
    • October 12, 1999

35. DB Post Retirement Health Benefits

    By JAY21, September 15, 2006
    • 4 replies
    • 1.3k views
    • 
    • Don Levit
    • September 15, 2006

36. Which Plan Doc Applies

    By Guest jfreeborn, March 25, 2010
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • March 25, 2010

37. so confused about segment rates

    By truphao, February 14, 2024
    • 4 replies
    • 813 views
    • 
    • Jeff Hartmann
    • February 15, 2024

38. Model letter for requesting benefit estimate

    By Guest Excel, January 10, 2003
    • 4 replies
    • 6.6k views
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    • MGB
    • January 10, 2003

39. New DB Employees

    By Guest tintree173, December 20, 2005
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • December 21, 2005

40. DB Terminations

    By J. Bringhurst, October 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • J. Bringhurst
    • October 24, 2006

41. Annual Funding Notices

    By AndyH, April 16, 2009
    • 4 replies
    • 1.3k views
    • 
    • SoCalActuary
    • April 16, 2009

42. Pension Plan With a Fixed Term - Automatic Disqualification?

    By Guest dolstein, June 12, 2013
    • 4 replies
    • 978 views
    • 
    • masteff
    • June 12, 2013

43. Ad hoc benefit increases for vested deferred participants

    By Guest, July 10, 2000
    • 4 replies
    • 2k views
    • 
    • Gary
    • July 24, 2000

44. Nondeductible Contribution

    By DavidO, August 12, 2024
    • 4 replies
    • 853 views
    • 
    • DavidO
    • August 12, 2024

45. Eoy Val and quarterly contributions

    By abanky, April 16, 2009
    • 4 replies
    • 1.2k views
    • 
    • abanky
    • April 16, 2009

46. 5500ez

    By Gary, September 15, 2010
    • 4 replies
    • 1.3k views
    • 
    • FAPInJax
    • September 17, 2010

47. Pension buyout lump-sum rolled over and under 59 1/2

    By Florida1, May 1, 2013
    • 4 replies
    • 1.5k views
    • 
    • masteff
    • May 9, 2013

48. Can a QRP be used to replace a QRP?

    By My Three Sons, June 30, 2022
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • July 1, 2022

49. AFTAP Certifications - non calendar year plans

    By ConnieStorer, June 1, 2023
    • 4 replies
    • 2k views
    • 
    • bito'money
    • June 2, 2023

50. Non-sex discriminatory mortality tables

    By rocknrolls2, August 21
    • 4 replies
    • 3.8k views
    • 
    • david rigby
    • August 22