Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Effective date for new PPA rates/mortality for lump sums

   By John Feldt ERPA CPC QPA, November 7, 2007
   • 2 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • November 7, 2007

2. Effective date of new 415 limits

   By AndyH, May 31, 2001
   • 12 replies
   • 2.6k views
   • 
   • David MacLennan
   • June 19, 2001

3. effective dates for ppa restatements

   By jeanh, May 23, 2018
   • 6 replies
   • 2.3k views
   • 
   • John Feldt ERPA CPC QPA
   • May 24, 2018

4. Effective Interest Rate

   By Pension RC, October 1, 2013
   • 12 replies
   • 4.7k views
   • 
   • My 2 cents
   • October 2, 2013

5. Effective Interest Rate -- Lump Sum

   By Andy the Actuary, October 23, 2008
   • 5 replies
   • 2k views
   • 
   • tymesup
   • October 24, 2008

6. Effective interest rate under S430(h)(2)

   By flosfur, September 19, 2008
   • 5 replies
   • 1.8k views
   • 
   • Andy the Actuary
   • September 22, 2008

7. Effective Interest Rates

   By carrots, April 16, 2009
   • 2 replies
   • 1.5k views
   • 
   • carrots
   • April 17, 2009

8. Effective Rate

   By Guest RBlaine, January 2, 2009
   • 7 replies
   • 1.2k views
   • 
   • tymesup
   • January 5, 2009

9. EGTRRA & Cutbacks Under 411(d)

   By Guest nikomendy, August 25, 2001
   • 1 reply
   • 1.4k views
   • 
   • Larry M
   • August 27, 2001

10. EGTRRA & S404/412 Funding Calculations

    By flosfur, March 24, 2003
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 24, 2003

11. EGTRRA and 404 Deduction Limitations

    By Blinky the 3-eyed Fish, July 3, 2002
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 5, 2002

12. EGTRRA Deduction For Terminating Plan

    By Guest merlin, May 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • May 7, 2002

13. EGTRRA Deduction limit - Plan Termination across years

    By Guest Joshua Meltzer, December 27, 2002
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • December 30, 2002

14. EGTRRA non-amenders

    By Guest guppy, May 21, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 21, 2004

15. EGTRRA Restatement

    By retbenser, July 19, 2012
    • 4 replies
    • 1.4k views
    • 
    • frizzyguy
    • August 9, 2012

16. EGTRRA revisit

    By Gary, January 4, 2011
    • 1 reply
    • 911 views
    • 
    • SoCalActuary
    • January 4, 2011

17. EGTRRA salary cap of 200,000

    By Guest meggie, October 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • October 10, 2002

18. EGTRRA sunset provision and FASB

    By Guest Mike Melnick, April 23, 2003
    • 6 replies
    • 1.8k views
    • 
    • FAPInJax
    • April 30, 2003

19. EGTRRA Technical Corrections - Keeping Old Law DB Limits

    By mwyatt, April 5, 2002
    • 5 replies
    • 2.2k views
    • 
    • FAPInJax
    • April 8, 2002

20. EIN ends in 6, Cash Balance Plan

    By John Feldt ERPA CPC QPA, December 21, 2006
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • January 16, 2007

21. EIN for Pension Trust

    By Guest calcu, June 9, 2005
    • 2 replies
    • 2.5k views
    • 
    • David MacLennan
    • June 9, 2005

22. EIN/TIN Requirements for Cash Balance Plans

    By SwimmingInBowelsOfERISA, April 19, 2016   

    • cash balance
    • ein
    • 6 replies
    • 4.5k views
    • 
    • AndyH
    • April 20, 2016

23. elapsed time method for crediting service

    By Gary, March 17, 2003
    • 0 replies
    • 1.7k views
    • 
    • Gary
    • March 17, 2003

24. Elected funding relief

    By Effen, September 22, 2010
    • 1 reply
    • 939 views
    • 
    • Andy the Actuary
    • September 22, 2010

25. Electing Alternate Funding Target - PBGC

    By Andy the Actuary, November 25, 2008
    • 1 reply
    • 1.2k views
    • 
    • tymesup
    • November 26, 2008

26. Electing Full Yield Curve

    By dmb, November 13, 2008
    • 3 replies
    • 1.2k views
    • 
    • dmb
    • November 17, 2008

27. electing lump sum or annuity

    By Guest schlender, April 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 24, 2001

28. Election Apply FSCOB

    By Andy the Actuary, November 1, 2008
    • 5 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • November 5, 2008

29. Election Not to Participate in DB Plan

    By Guest Don N, September 20, 2000
    • 3 replies
    • 2k views
    • 
    • pjkoehler
    • September 20, 2000

30. Election of Full Yield Curve

    By dmb, December 19, 2011
    • 6 replies
    • 1.9k views
    • 
    • dmb
    • January 3, 2012

31. Election of Lump Sum after AFTAP increases

    By Pension RC, October 19, 2012
    • 2 replies
    • 1k views
    • 
    • Hojo
    • October 19, 2012

32. Election Package Where No Restrictions Apply

    By Andy the Actuary, April 22, 2009
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 23, 2009

33. Election to Apply Balances

    By Pension RC, September 14, 2017
    • 5 replies
    • 1.5k views
    • 
    • SoCalActuary
    • September 14, 2017

34. Election to apply credit balance in excess of funding requirement

    By dmb, May 2, 2013
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • May 3, 2013

35. Election to Burn Credit Balance

    By jane murray, May 4, 2019
    • 2 replies
    • 759 views
    • 
    • Calavera
    • May 8, 2019

36. Election to change distribution form

    By 7806akp, January 22, 2013
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • January 22, 2013

37. election to change segment rates

    By Dinosaur, June 24, 2011
    • 3 replies
    • 1.7k views
    • 
    • Dinosaur
    • July 12, 2011

38. Election to Limit Plan Compensation

    By Blinky the 3-eyed Fish, February 14, 2003
    • 6 replies
    • 1.4k views
    • 
    • Belgarath
    • February 18, 2003

39. Election to Use COB

    By Dougsbpc, May 14, 2009
    • 1 reply
    • 959 views
    • 
    • Blinky the 3-eyed Fish
    • May 17, 2009

40. Election to use PFB

    By RLR, May 30, 2012
    • 3 replies
    • 1.4k views
    • 
    • RLR
    • May 31, 2012

41. Election Year Mud

    By Andy the Actuary, August 17, 2008
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 18, 2008

42. Elections under MAP 21

    By Guest DBStudentAct, October 22, 2012
    • 1 reply
    • 936 views
    • 
    • Mike Preston
    • November 12, 2012

43. Elective Transfers from Terminated Plan

    By Guest RARogers, January 12, 1999
    • 7 replies
    • 3k views
    • 
    • david rigby
    • January 16, 1999

44. Electronic Display of 5500

    By Guest Spock, June 12, 2009
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • June 13, 2009

45. Electronic Filing

    By Gary, July 22, 2008
    • 7 replies
    • 1.7k views
    • 
    • chc93
    • August 19, 2008

46. Electronic filing of 5500

    By Gary, September 27, 2007
    • 2 replies
    • 939 views
    • 
    • SoCalActuary
    • September 27, 2007

47. Electronic Signatures

    By Guest MAM190, January 15, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2002

48. Eligibility

    By WM, August 13, 2018
    • 1 reply
    • 553 views
    • 
    • PensionPro
    • August 13, 2018

49. Eligibility - Entry Date

    By retbenser, November 21, 2010
    • 6 replies
    • 8.2k views
    • 
    • My 2 cents
    • November 22, 2010

50. Eligibility for a new plan

    By emmetttrudy, February 3, 2010
    • 1 reply
    • 928 views
    • 
    • SoCalActuary
    • February 3, 2010