Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Different Plan Year and Fiscal Year

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

2. Different Vesting Rules Within Plan

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

3. Direct Roll Over Into Same Plan

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

4. Directed Trustee for Defined Benefit Plan

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

5. Disability Benefit

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

6. Disability Benefit Question

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

7. Disability benefit- service crediting

   By AndyH, December 15, 2003
   • 2 replies
   • 1.1k views
   • 
   • AndyH
   • December 17, 2003

8. Disability Benefits

   By JBones, April 5, 2011
   • 2 replies
   • 1.2k views
   • 
   • JBones
   • April 5, 2011

9. Disability benefits that comply with the ADEA

   By Everett Moreland, February 21, 2003
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • March 7, 2003

10. Disability definition

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

11. Disability early retirement

    By Guest meggie, November 21, 2000
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • December 4, 2000

12. Disability Incidence Table

    By Guest Texas_Acty, March 22, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 23, 2006

13. Disability Rate Tables

    By Effen, December 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • December 20, 2006

14. Disability Retirement and Definition of "Employment"

    By Christine Roberts, December 9, 2004
    • 2 replies
    • 1k views
    • 
    • Christine Roberts
    • December 9, 2004

15. Disability table

    By FAPInJax, November 4, 2004
    • 3 replies
    • 1.5k views
    • 
    • MGB
    • November 5, 2004

16. Disability table

    By david rigby, July 13, 2004
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • July 14, 2004

17. Disabled Participant dies during QJSA election period

    By mal, January 17, 2005
    • 12 replies
    • 2.7k views
    • 
    • mal
    • January 19, 2005

18. Disclosure (benefit amounts/calculations) requirements

    By Belgarath, May 7, 2013
    • 6 replies
    • 2.2k views
    • 
    • Belgarath
    • May 7, 2013

19. Discontinuing a Pension Plan

    By Guest FL GRRL, June 11, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 11, 1999

20. discount rate and projected earnings assumption

    By RayJJohnsonJr, October 19, 2007
    • 4 replies
    • 2k views
    • 
    • AndyH
    • October 19, 2007

21. Discount rate development for ASC 715

    By ndj2377, February 9, 2015
    • 2 replies
    • 2.4k views
    • 
    • david rigby
    • February 9, 2015

22. Discount rate reasonableness?

    By Janice F, December 14, 2012
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 14, 2012

23. Discount Rate Sensitivity

    By Brad Jacobs, January 28, 2017   

    • a dispute involving the future of californias state pension continues
    • 8 replies
    • 1.5k views
    • 
    • My 2 cents
    • February 6, 2017

24. Discounting of Prior Year Unpaid Minimum Required Contribution

    By stbennet, June 16, 2011
    • 1 reply
    • 1.3k views
    • 
    • Gary
    • June 16, 2011

25. Discrimination in year of termination?

    By Dougsbpc, June 12, 2013
    • 1 reply
    • 824 views
    • 
    • Andy the Actuary
    • June 12, 2013

26. Discrimination on Cashing Out DB Pension Plans

    By Guest moginsberg, February 2, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • February 3, 2004

27. Discrimination Testing for fomer employees/HCEs

    By AndyH, September 9, 2004
    • 0 replies
    • 989 views
    • 
    • AndyH
    • September 9, 2004

28. Discriminatory Plan Feature

    By Guest Texas_Acty, January 13, 2006
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • January 13, 2006

29. discussion draft of pension relief legislation

    By Effen, August 27, 2009
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • August 29, 2009

30. Disqualified alleged qualified plan

    By Gary, June 11, 2008
    • 1 reply
    • 1k views
    • 
    • david rigby
    • June 11, 2008

31. Disqualified Entity

    By DMcGovern, January 10, 2014
    • 4 replies
    • 1.3k views
    • 
    • DMcGovern
    • January 10, 2014

32. Disqualified Plan

    By Gary, January 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • January 22, 2008

33. Disqualified Plan - HCE

    By MGOAdmin, April 25, 2014   

    • disqualified
    • cash balance
    • (and 1 more)

      Tagged with:

      • disqualified
      • cash balance
      • hce
    • 0 replies
    • 1.3k views
    • 
    • MGOAdmin
    • April 25, 2014

34. DIsqualified Plan - Minimum Funding?

    By Lou S., January 4, 2017
    • 6 replies
    • 966 views
    • 
    • Lou S.
    • January 4, 2017

35. Disqualified Plan, Not-For-Profit

    By Rball4, October 23, 2013
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • October 25, 2013

36. Disregarding Prior Service for Rehired Employee

    By stbennet, July 7, 2010
    • 5 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • July 7, 2010

37. dist at 415 limit - today, Jan 4th

    By Effen, January 4, 2006
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 12, 2006

38. Distress termination

    By Guest JBeck, August 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • August 12, 2003

39. Distress Termination

    By shERPA, April 30, 2020
    • 4 replies
    • 790 views
    • 
    • shERPA
    • April 30, 2020

40. distress termination issues

    By AndyH, December 19, 2003
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • December 19, 2003

41. Distress Termination with sufficient assets to pay guaranteed benefits

    By Guest Victoria Pelletiere, July 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 19, 2002

42. Distressed Termination, MRC and excise tax

    By abanky, August 26, 2009
    • 0 replies
    • 941 views
    • 
    • abanky
    • August 26, 2009

43. Distributing Assets during plan termination process

    By dmb, July 17, 2013
    • 5 replies
    • 1.1k views
    • 
    • ScottR
    • July 24, 2013

44. distribution

    By Gary, October 13, 2011
    • 2 replies
    • 1k views
    • 
    • Gary
    • October 13, 2011

45. Distribution and GATT rates

    By dmb, November 1, 2001
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • November 5, 2001

46. Distribution at early retirement

    By ombskid, June 11, 2015
    • 8 replies
    • 1.4k views
    • 
    • david rigby
    • June 12, 2015

47. Distribution at the 415 limit

    By Dennis Povloski, May 14, 2007
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • May 14, 2007

48. Distribution Calculation for Mandatory Contributory DB Plan

    By Guest lsh, January 6, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 9, 2004

49. Distribution Codes

    By Guest Nautical, February 8, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 11, 2005

50. Distribution Deadline

    By jpod, May 8, 2018
    • 3 replies
    • 760 views
    • 
    • Belgarath
    • May 9, 2018