Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 412(i) Query

   By Blinky the 3-eyed Fish, May 3, 2005
   • 11 replies
   • 1.7k views
   • 
   • AndyH
   • May 13, 2005

2. DB/K plan document

   By Guest JohnCal, June 21, 2012
   • 6 replies
   • 1.7k views
   • 
   • mwyatt
   • July 11, 2012

3. Change from single employer benefit plan to multiemployer benefit plan

   By Guest Diane M. Stolz, July 24, 2002
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • July 25, 2002

4. PBGC Coverage

   By Guest Donkey Kong, February 15, 2002
   • 1 reply
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • February 20, 2002

5. large plan valuations administration

   By Guest lip, March 26, 2009
   • 10 replies
   • 1.7k views
   • 
   • Ron Snyder
   • April 8, 2009

6. Cash balance funding under PPA

   By FAPInJax, June 23, 2009
   • 6 replies
   • 1.7k views
   • 
   • mwyatt
   • June 25, 2009

7. Expected Return on Assets under SFAS 87 or 158

   By §#$%!, July 28, 2009
   • 7 replies
   • 1.7k views
   • 
   • SoCalActuary
   • July 29, 2009

8. market value adjustments

   By Guest LBBarr, October 4, 2000
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • October 4, 2000

9. Defined Benefit Plan Termination and § 411(d)(3)

   By AdKu, May 12, 2020
   • 6 replies
   • 1.7k views
   • 
   • thepensionmaven
   • May 14, 2020

10. Missing Participant

    By 12AX7, November 1, 2007
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • November 2, 2007

11. statute of limitations

    By Gary, August 16, 1999
    • 2 replies
    • 1.7k views
    • 
    • Lorraine Dorsa
    • August 20, 1999

12. DB takeover problems

    By C2C, September 8, 2005
    • 3 replies
    • 1.7k views
    • 
    • C2C
    • September 9, 2005

13. Testing Age For DB/DC Combination

    By Guest merlin, August 10, 2007
    • 4 replies
    • 1.7k views
    • 
    • Penman2006
    • August 14, 2007

14. IRS determination letter filing

    By Gary, June 24, 2009
    • 3 replies
    • 1.7k views
    • 
    • mwyatt
    • June 25, 2009

15. Defined benefits plan for a grantor trust

    By Guest Jpsket, August 23, 2013
    • 3 replies
    • 1.7k views
    • 
    • K2retire
    • August 23, 2013

16. Required Minimum Distribution in a DB plan

    By Dennis Povloski, March 13, 2006
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • March 14, 2006

17. Providing a year of past service in an amendment

    By John Feldt ERPA CPC QPA, November 5, 2008
    • 7 replies
    • 1.7k views
    • 
    • J Simmons
    • November 6, 2008

18. Quarterly penalties

    By FAPInJax, September 8, 2004
    • 8 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 13, 2004

19. severance payments on retirement - defined benefit plan?

    By EGB, July 10, 2002
    • 2 replies
    • 1.7k views
    • 
    • Ron Snyder
    • July 12, 2002

20. Cash Balance Plan - Court Case

    By david rigby, September 27, 2001
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • September 27, 2001

21. cash balance plan early retirement subsidy?

    By Guest RBeck, August 31, 2000
    • 1 reply
    • 1.7k views
    • 
    • Gary
    • September 11, 2000

22. Pension Check not cashed over 30 years ago

    By alexa, October 10, 2015
    • 10 replies
    • 1.7k views
    • 
    • alexa
    • October 13, 2015

23. plant shutdown and accrued benefits

    By Guest Mr. Kite, July 26, 2007
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 26, 2007

24. Minimum Contribution in Year of Termination

    By Guest pm01, February 25, 2009
    • 10 replies
    • 1.7k views
    • 
    • david rigby
    • February 26, 2009

25. 412(i) plans

    By Guest ljelaw, July 26, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 31, 1999

26. Insurance in DB Plan

    By Dougsbpc, March 9, 2006
    • 2 replies
    • 1.7k views
    • 
    • JAY21
    • March 10, 2006

27. When 436 Benefits Restrictions Lifted

    By Andy the Actuary, May 25, 2009
    • 4 replies
    • 1.7k views
    • 
    • tymesup
    • May 29, 2009

28. Distribution Codes

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

29. Excel Spreadsheet

    By Andy the Actuary, March 10, 2008
    • 3 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • March 11, 2008

30. ERISA 4010 reporting

    By Gary, March 19, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 28, 2009

31. Rev. Proc. 2000-41

    By Guest JBeck, January 27, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 27, 2005

32. Plan Terminated - HCE Restrictions

    By Andy the Actuary, March 11, 2011
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • March 14, 2011

33. Peer sharing of ideas

    By Gary, December 30, 1999
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • December 30, 1999

34. Suspension of Benefits question

    By Griswold, February 21, 2018
    • 6 replies
    • 1.7k views
    • 
    • ERISAAPPLE
    • February 26, 2018

35. Combined Plans - Cross Testing, Permitted Disparity

    By Gary, February 3, 2009
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 5, 2009

36. meaningful benefit

    By Tom Poje, December 19, 2003
    • 2 replies
    • 1.7k views
    • 
    • Effen
    • December 19, 2003

37. 'New' interest rates

    By FAPInJax, May 3, 2004
    • 7 replies
    • 1.7k views
    • 
    • FAPInJax
    • May 4, 2004

38. Amortization Base in Year Following Early Retirement Window

    By LIBOR, October 12, 2005
    • 7 replies
    • 1.7k views
    • 
    • LIBOR
    • October 20, 2005

39. Cash Balance Plan - Fixed Interest Credit & Meaningful Benefits

    By Guest mcw, August 16, 2010
    • 11 replies
    • 1.7k views
    • 
    • Mike Preston
    • August 18, 2010

40. ERISA 204(h) Notice Illustrative Examples

    By Guest merlin, April 30, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 30, 2003

41. Calculation of late retirement benefit

    By ac, January 21, 2007
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • January 22, 2007

42. Amortization bases

    By FAPInJax, April 28, 2006
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • May 4, 2006

43. Restructuring DB Plan into Multiple Employer Plan

    By Guest IRISH79, April 17, 2007
    • 2 replies
    • 1.7k views
    • 
    • J Simmons
    • April 17, 2007

44. Late retirement for vested terms

    By AndyH, October 22, 2012
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • October 23, 2012

45. Mandatory Rollover Rules

    By Guest hyper, March 23, 2005
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 23, 2005

46. Undo Plan Termination?

    By Dougsbpc, January 24, 2005
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • January 24, 2005

47. Post NRA accruals

    By Guest actooary, July 30, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • August 11, 2001

48. Deduction Limits after PPA

    By Gary, October 28, 2008
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • October 30, 2008

49. When was the last time a DB plan had to be updated for legislative cha

    By Guest Kathleen Fouquet, January 15, 2002
    • 7 replies
    • 1.7k views
    • 
    • david rigby
    • January 15, 2002

50. Does a DB plan make sense here?

    By Spencer, December 17, 2012
    • 14 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • December 20, 2012