Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Eligibility for Plan

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

2. Eligibility provision

   By SSRRS, September 15, 2021
   • 20 replies
   • 1.8k views
   • 
   • SSRRS
   • July 16

3. Eligibility Question

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

4. Eligibility Question

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

5. Eligibility Question

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

6. Eligibility Rules

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

7. Eligible Charity Plans

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

8. Eliminate lump sum benefit?

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

9. Eliminating Actuarial Increase

   By Guest Nini, August 22, 2007
   • 3 replies
   • 1.9k views
   • 
   • ak2ary
   • August 23, 2007

10. 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

11. Eliminating Lump Sum Option

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

12. Eliminating optional form of benefit in a DB Plan

    By Guest ablach, February 4, 2002
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • February 10, 2002

13. Eliminating the insurance in a fully insured plan

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

14. Elimination of Death Benefit in Pension Plan

    By Guest ircreader, August 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • MGB
    • August 8, 2003

15. Elimination of payment options

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

16. Elimination of QPSA on Residual Annuity

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

17. Elimination of Reconciliation Account

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

18. Elimination of Reporting Waiver for Missed Quarterlies

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

19. elimination of the 5 year remedial cycle

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

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

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

21. Embezzlement and Minimum Funding

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

22. Embezzlement of Pension Assets

    By Guest Donaldson, July 26, 2005
    • 6 replies
    • 1.8k views
    • 
    • SoCalActuary
    • July 29, 2005

23. employee communications

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

24. employee contributions in a DB plan

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

25. Employee Contributions in Defined Benefit Plan

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

26. Employee contributions to a frozen pension?

    By bradlymathews, June 3, 2019
    • 9 replies
    • 1.4k views
    • 
    • loserson
    • June 11, 2019

27. Employee Contributions to Boost Pension?

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

28. Employee coverage by name

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

29. Employee excluded from DB Plan and now a participant

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

30. Employee exclusions from DB Plans?

    By Lori H, June 9, 2010
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • June 9, 2010

31. Employee Fraud

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

32. Employee murdered by spouse - Spousal benefits

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

33. Employee notification when PBGC variable premiums are required

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

34. Employee option to change plans

    By Guest Spock, June 1, 2009
    • 6 replies
    • 1.1k views
    • 
    • Guest
    • June 3, 2009

35. Employee Returns to a tiered DB Plan

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

36. 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

37. Employee Transfer Within the Controlled Group

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

38. Employees over age 70-1/2

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

39. Employer

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

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

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

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

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

42. Employer Late on Distribution

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

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

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

44. 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

45. Employer wants money back. Now what?

    By katieinny, October 31, 2005
    • 27 replies
    • 9k views
    • 
    • SoCalActuary
    • February 28, 2010

46. Employer wants to rescind DBP during first year; does not want the plan.

    By Guest LMalone, May 11, 2005
    • 4 replies
    • 1.3k views
    • 
    • could be me maybe not
    • May 12, 2005

47. Encouraging Distribution

    By BFlash, December 3, 2016
    • 2 replies
    • 838 views
    • 
    • BFlash
    • December 5, 2016

48. Encouraging DVs past NRD to commence their pension

    By formeractuary, September 13, 2017
    • 3 replies
    • 1.5k views
    • 
    • formeractuary
    • September 19, 2017

49. End of the line for cash balance plans

    By mbozek, December 9, 2004
    • 23 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • December 19, 2004

50. End of Year to Beginning of Year Valuation

    By Dougsbpc, October 25, 2023
    • 1 reply
    • 525 views
    • 
    • Lou S.
    • October 25, 2023