Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Electronic Filing

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

2. Electronic filing of 5500

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

3. Electronic Signatures

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

4. Eligibility

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

5. Eligibility - Entry Date

   By retbenser, November 21, 2010
   • 6 replies
   • 8.3k views
   • 
   • My 2 cents
   • November 22, 2010

6. Eligibility for a new plan

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

7. Eligibility for Plan

   By emmetttrudy, May 2, 2011
   • 1 reply
   • 927 views
   • 
   • Andy the Actuary
   • May 2, 2011

8. Eligibility provision

   By SSRRS, September 15, 2021
   • 20 replies
   • 2k views
   • 
   • SSRRS
   • July 16, 2025

9. Eligibility Question

   By Doghouse, December 28, 2011
   • 6 replies
   • 982 views
   • 
   • ak2ary
   • January 1, 2012

10. Eligibility Question

    By emmetttrudy, October 6, 2009
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • October 8, 2009

11. Eligibility Question

    By emmetttrudy, June 4, 2009
    • 2 replies
    • 1k views
    • 
    • tymesup
    • June 8, 2009

12. Eligibility Rules

    By Effen, October 17, 2005
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • October 21, 2005

13. Eligible Charity Plans

    By dmb, August 4, 2010
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 4, 2010

14. Eliminate lump sum benefit?

    By Guest KOCH, May 13, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 16, 2003

15. Eliminating Actuarial Increase

    By Guest Nini, August 22, 2007
    • 3 replies
    • 2k views
    • 
    • ak2ary
    • August 23, 2007

16. Eliminating ER reduction in combination with termination or freeze

    By Dawn Hafner, May 23, 2000
    • 3 replies
    • 1.6k views
    • 
    • Dawn Hafner
    • May 23, 2000

17. Eliminating Lump Sum Option

    By Andy the Actuary, April 12, 2009
    • 12 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • April 16, 2009

18. Eliminating optional form of benefit in a DB Plan

    By Guest ablach, February 4, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • February 10, 2002

19. Eliminating the insurance in a fully insured plan

    By Guest Mr. Relaxation, July 6, 2004
    • 7 replies
    • 1.5k views
    • 
    • SoCalActuary
    • July 16, 2004

20. Elimination of Death Benefit in Pension Plan

    By Guest ircreader, August 8, 2003
    • 3 replies
    • 1.3k views
    • 
    • MGB
    • August 8, 2003

21. Elimination of payment options

    By John Feldt ERPA CPC QPA, August 2, 2010
    • 1 reply
    • 878 views
    • 
    • Andy the Actuary
    • August 2, 2010

22. Elimination of QPSA on Residual Annuity

    By Guest ircreader, July 2, 2003
    • 0 replies
    • 988 views
    • 
    • Guest
    • July 2, 2003

23. Elimination of Reconciliation Account

    By LIBOR, February 24, 2004
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • February 24, 2004

24. Elimination of Reporting Waiver for Missed Quarterlies

    By Andy the Actuary, March 23, 2009
    • 9 replies
    • 1.4k views
    • 
    • AndyH
    • March 26, 2009

25. elimination of the 5 year remedial cycle

    By LM, September 18, 2018
    • 4 replies
    • 795 views
    • 
    • Ilene Ferenczy
    • September 21, 2018

26. Embed excess benefit plan formula/language in DB plan doc.?

    By benefitsguru, December 12, 2014
    • 2 replies
    • 806 views
    • 
    • jpod
    • December 12, 2014

27. Embezzlement and Minimum Funding

    By Guest sdolce, September 13, 2001
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • September 24, 2001

28. Embezzlement of Pension Assets

    By Guest Donaldson, July 26, 2005
    • 6 replies
    • 1.9k views
    • 
    • SoCalActuary
    • July 29, 2005

29. employee communications

    By Gary, May 14, 2002
    • 11 replies
    • 3k views
    • 
    • Mike Preston
    • May 16, 2002

30. employee contributions in a DB plan

    By Guest lisbetf, October 30, 2002
    • 4 replies
    • 1.7k views
    • 
    • mwyatt
    • December 18, 2002

31. Employee Contributions in Defined Benefit Plan

    By J. Bringhurst, May 9, 2014
    • 5 replies
    • 1.4k views
    • 
    • Calavera
    • May 13, 2014

32. Employee contributions to a frozen pension?

    By bradlymathews, June 3, 2019
    • 9 replies
    • 1.5k views
    • 
    • loserson
    • June 11, 2019

33. Employee Contributions to Boost Pension?

    By AndyH, April 13, 2007
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • April 13, 2007

34. Employee coverage by name

    By flosfur, March 18, 2009
    • 1 reply
    • 911 views
    • 
    • Effen
    • March 19, 2009

35. Employee excluded from DB Plan and now a participant

    By SSRRS, May 14, 2019
    • 2 replies
    • 670 views
    • 
    • SSRRS
    • May 17, 2019

36. Employee exclusions from DB Plans?

    By Lori H, June 9, 2010
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • June 9, 2010

37. Employee Fraud

    By ac, September 15, 2004
    • 10 replies
    • 1.8k views
    • 
    • mbozek
    • September 16, 2004

38. Employee murdered by spouse - Spousal benefits

    By Guest Julie, September 17, 2004
    • 10 replies
    • 3.4k views
    • 
    • Harwood
    • January 27, 2005

39. Employee notification when PBGC variable premiums are required

    By richard, March 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 27, 2000

40. Employee option to change plans

    By Guest Spock, June 1, 2009
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • June 3, 2009

41. Employee Returns to a tiered DB Plan

    By Dougsbpc, March 8, 2002
    • 0 replies
    • 1.4k views
    • 
    • Dougsbpc
    • March 8, 2002

42. Employee term date a day before entry date & benefit entitlement

    By flosfur, April 6, 2004
    • 9 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 9, 2004

43. Employee Transfer Within the Controlled Group

    By Guest TuckerB, September 7, 2012
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • September 7, 2012

44. Employees over age 70-1/2

    By richard, November 24, 1999
    • 1 reply
    • 1.6k views
    • 
    • IRC401
    • November 25, 1999

45. Employer

    By Kitty, July 1, 2013
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • July 3, 2013

46. Employer Contributions to 401(k)/Profit Sharing Limited by Cash Balance Plan

    By metsfan026, September 3, 2025
    • 5 replies
    • 939 views
    • 
    • John Feldt ERPA CPC QPA
    • September 5, 2025

47. Employer funded pension, 14 yrs old divorce with no QDRO

    By SYCS, March 3, 2020
    • 9 replies
    • 1.9k views
    • 
    • Bird
    • March 5, 2020

48. Employer Late on Distribution

    By Dougsbpc, July 13, 2006
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • July 13, 2006

49. Employer reversion impact on SFAS 87/88/158

    By D Syrett, August 12, 2008
    • 2 replies
    • 1.2k views
    • 
    • D Syrett
    • August 13, 2008

50. Employer securities in a DB plan grow to more than 10%. Now what?

    By katieinny, September 12, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • September 12, 2005