Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Average Compensation

   By retbenser, March 19, 2012
   • 4 replies
   • 1.3k views
   • 
   • frizzyguy
   • March 20, 2012

2. Plan formula different from document

   By Guest Jim Hunzelman, September 13, 2001
   • 4 replies
   • 1.5k views
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   • Belgarath
   • September 14, 2001

3. Oldie but goodie - 401(a)(26)

   By FAPInJax, January 12, 2005
   • 4 replies
   • 1.3k views
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   • david rigby
   • January 14, 2005

4. New DB - Already funded SEP for 07

   By Guest erepper, November 9, 2007
   • 4 replies
   • 1.1k views
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   • jevd
   • November 13, 2007

5. gateway and combined plans

   By abanky, April 18, 2008
   • 4 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • April 19, 2008

6. pLAN LOANS

   By Gary, September 18, 2010
   • 4 replies
   • 1.7k views
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   • Gary
   • September 20, 2010

7. Coverage Test - RPT or ABT

   By emmetttrudy, April 20, 2012
   • 4 replies
   • 1.7k views
   • 
   • SoCalActuary
   • April 20, 2012

8. SIMPLE IRA and Cash Balance

   By Sym401k, September 5, 2018
   • 4 replies
   • 2.2k views
   • 
   • Mike Preston
   • September 6, 2018

9. When should PBGC coverage begin when plan does not yet have vested ben

   By mming, October 6, 2000
   • 4 replies
   • 2.4k views
   • 
   • Guest
   • April 23, 2010

10. DB 415 limit for muliple plans of same employer

    By Guest eeben, July 19, 2004
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 20, 2004

11. excess contribution (DB)

    By k man, December 20, 2004
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • December 20, 2004

12. Should GUST Amendment be made now?

    By Guest Cal, November 21, 1999
    • 4 replies
    • 1.4k views
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    • mwyatt
    • November 23, 1999

13. Increasing Benefits to reduce contribution

    By Guest RBlaine, March 5, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 6, 2009

14. Deduction versus minimum funding deadline and Sch SB

    By Jakyasar, September 18, 2020
    • 4 replies
    • 607 views
    • 
    • Jakyasar
    • September 22, 2020

15. Is this plan covered by PBGC?

    By Jakyasar, June 8, 2023
    • 4 replies
    • 599 views
    • 
    • Jakyasar
    • June 8, 2023

16. Projection of a mortality table

    By Gary, November 15, 2001
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • November 16, 2001

17. Dumb Question

    By bzorc, September 10, 2009
    • 4 replies
    • 955 views
    • 
    • Belgarath
    • September 11, 2009

18. Initial short plan year prorate deduction?

    By pensionam, February 15, 2019
    • 4 replies
    • 934 views
    • 
    • pensionam
    • February 15, 2019

19. combo cross test with different eligibility requirements in DC & DB plans

    By Audrey, October 17, 2024
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • October 22, 2024

20. Cash Balance Litigation

    By Guest pjdawson, August 5, 2003
    • 4 replies
    • 1.9k views
    • 
    • flosfur
    • August 7, 2003

21. PBGC Coverage

    By Dougsbpc, August 18, 2006
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • August 18, 2006

22. Part-time work reducing Accrued Benefit

    By Guest AEA, February 22, 2008
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 2008

23. Small Cashouts - Proof of Age?

    By Guest LazLama, June 7, 2012
    • 4 replies
    • 1.1k views
    • 
    • SoCalActuary
    • June 8, 2012

24. Takeover/change in actuary

    By dmb, November 29, 2005
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • December 3, 2005

25. Proposed 415 Regs

    By JAY21, April 12, 2006
    • 4 replies
    • 1.9k views
    • 
    • SoCalActuary
    • April 13, 2006

26. Cash Balance Safe Harbor Interest Rates

    By Guest D.W., November 1, 2013
    • 4 replies
    • 2.3k views
    • 
    • My 2 cents
    • November 7, 2013

27. 401a26 and frozen plan + top heavy

    By Jakyasar, October 20, 2023
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • October 20, 2023

28. For defined benefit plans, what is a typical pay credit percentage per

    By Guest SBritten, April 8, 2002
    • 4 replies
    • 1.5k views
    • 
    • RCK
    • April 11, 2002

29. Lack of Fidelity Bond

    By Guest Keith N, September 20, 2002
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • September 23, 2002

30. Cost of living on the annutiy purchase rate

    By Guest shronesz, July 16, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • July 17, 2003

31. Subsidized early retirement benefit - its own plan

    By Guest mbw, July 20, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 25, 2006

32. DB Termination

    By goldtpa, October 13, 2006
    • 4 replies
    • 1.5k views
    • 
    • goldtpa
    • October 13, 2006

33. If lump sum lowers AFTAP below 80%?

    By Guest GMP, February 13, 2013
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • February 13, 2013

34. Waiver of Benefits

    By Madison71, May 8, 2013
    • 4 replies
    • 4.6k views
    • 
    • Doghouse
    • May 9, 2013

35. Two non-discriminatory amendments

    By Dougsbpc, July 13, 2014
    • 4 replies
    • 1.1k views
    • 
    • Dougsbpc
    • July 14, 2014

36. Limit on Payments to Pension Plan Participants

    By erisa_novice, February 7, 2017
    • 4 replies
    • 692 views
    • 
    • My 2 cents
    • February 7, 2017

37. Agent Expense Reimbursements

    By Guest ak, November 22, 1999
    • 4 replies
    • 1.5k views
    • 
    • Dowist
    • December 4, 1999

38. 2003 pre-EGTRRA 415 $ Limit

    By David MacLennan, February 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • MGB
    • February 26, 2004

39. Carol the Writer

    By Guest Carol the Writer, May 10, 2006
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • May 11, 2006

40. § 415(b) Freezing Plans; How/If Does a Plan Freeze Affect the Reckoning of Years of Participation and/or Years of Service, and the High Three Year Streak for § 415(b) Deliberations

    By Kent Allard, December 19, 2023   

    • defined benefit plan
    • years of participation
    • (and 2 more)

      Tagged with:

      • defined benefit plan
      • years of participation
      • years of service
      • high three year
    • 4 replies
    • 809 views
    • 
    • david rigby
    • December 27, 2023

41. Allocation of excess assets in QRP

    By Bri, December 16, 2024
    • 4 replies
    • 886 views
    • 
    • Artie M
    • December 18, 2024

42. Plan Termination Liability

    By emmetttrudy, May 25, 2011
    • 4 replies
    • 2.9k views
    • 
    • Effen
    • May 25, 2011

43. Qualified Replacement Plan - DC Allocation Limits

    By Effen, September 4, 2014
    • 4 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • September 5, 2014

44. Partial Lump Sum to avoid reversion on overfunded portion

    By SSRRS, July 21, 2020
    • 4 replies
    • 895 views
    • 
    • Jakyasar
    • July 22, 2020

45. Life Insurance in a DB plan

    By AndyH, December 7, 2006
    • 4 replies
    • 1.7k views
    • 
    • AndyH
    • December 29, 2006

46. Plan Termination & 436 restrictions

    By Dennis Povloski, October 7, 2009
    • 4 replies
    • 1.2k views
    • 
    • Dennis Povloski
    • October 8, 2009

47. Must Plan Administrators have returning employee/Plan Participants "Reaffirm" Designated Beneficiary

    By pwitt, August 21, 2024
    • 4 replies
    • 924 views
    • 
    • acm_acm
    • August 22, 2024

48. QSERP Question

    By Guest CKING1, May 27, 2005
    • 4 replies
    • 4k views
    • 
    • AndyH
    • September 18, 2006

49. Permissive Aggregation

    By JAY21, February 17, 2006
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 3, 2006

50. Impact of Poor Investment Results

    By Stash026, August 1, 2019
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • August 1, 2019