Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Employer wants money back. Now what?

   By katieinny, October 31, 2005
   • 27 replies
   • 9.1k views
   • 
   • SoCalActuary
   • February 28, 2010

2. 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

3. Encouraging Distribution

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

4. Encouraging DVs past NRD to commence their pension

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

5. End of the line for cash balance plans

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

6. End of Year to Beginning of Year Valuation

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

7. End of Year Valuation

   By Guest Marino13, August 20, 2002
   • 19 replies
   • 3.6k views
   • 
   • MGB
   • August 23, 2002

8. End of Year Valuation

   By Guest Doogie61, February 18, 2010
   • 1 reply
   • 1.3k views
   • 
   • SoCalActuary
   • February 18, 2010

9. End of Year Valuations

   By Dougsbpc, November 25, 2008
   • 2 replies
   • 954 views
   • 
   • AndyH
   • November 25, 2008

10. End of year valuations

    By FAPInJax, November 15, 2002
    • 6 replies
    • 2.4k views
    • 
    • MGB
    • November 15, 2002

11. End of year valuations

    By jkdoll2, September 17, 2008
    • 2 replies
    • 1k views
    • 
    • tymesup
    • September 18, 2008

12. Enhanced benefits at termination

    By Young Curmudgeon, February 22, 2008
    • 2 replies
    • 1k views
    • 
    • Young Curmudgeon
    • February 22, 2008

13. enrolled actuary

    By Gary, April 26, 2011
    • 2 replies
    • 1.1k views
    • 
    • JBones
    • April 26, 2011

14. Enrolled Actuary Gray Books

    By Guest laura2, December 16, 1999
    • 3 replies
    • 3.1k views
    • 
    • david rigby
    • July 28, 2003

15. Enron

    By IRC401, March 6, 2002
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • March 6, 2002

16. Ensuring maximum lump sums for 2004 and 2005 due to PFEA

    By Gary, December 3, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 3, 2004

17. Entitled to DB proceeds?

    By Guest JenMac, July 22, 2005
    • 3 replies
    • 1.4k views
    • 
    • No Name
    • July 25, 2005

18. Entity Ownership Change-New 415 limit ?

    By JAY21, October 27, 2004
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • October 28, 2004

19. Entry Age Normal

    By Rball4, February 20, 2025
    • 2 replies
    • 896 views
    • 
    • david rigby
    • February 20, 2025

20. EOY AFTAP

    By Dinosaur, April 20, 2010
    • 2 replies
    • 2.9k views
    • 
    • SoCalActuary
    • April 21, 2010

21. EOY Cash Balance Interest Crediting Rate

    By frizzyguy, June 9, 2011
    • 3 replies
    • 2.3k views
    • 
    • carrots
    • June 17, 2011

22. EOY funding and PPA

    By FAPInJax, August 14, 2008
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • August 15, 2008

23. EOY Quarterlies

    By FAPInJax, January 8, 2009
    • 1 reply
    • 983 views
    • 
    • Mike Preston
    • January 9, 2009

24. EOY Val & PBGC premium filing under new rules.

    By flosfur, September 9, 2008
    • 6 replies
    • 1.4k views
    • 
    • JAY21
    • October 27, 2008

25. eoy val aftap for following year

    By Draper55, October 11, 2010
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • October 12, 2010

26. EOY val after plan termination

    By Draper55, April 2, 2015
    • 7 replies
    • 1.8k views
    • 
    • dan.jock
    • January 16, 2017

27. Eoy Val and quarterly contributions

    By abanky, April 16, 2009
    • 4 replies
    • 1.2k views
    • 
    • abanky
    • April 16, 2009

28. EOY Valuation & AFTAP

    By flosfur, March 10, 2009
    • 0 replies
    • 1k views
    • 
    • flosfur
    • March 10, 2009

29. EOY Valuation & Application of segment rates

    By flosfur, September 19, 2008
    • 9 replies
    • 2.1k views
    • 
    • ak2ary
    • September 25, 2008

30. EOY Valuation and Accrued Benefit Cost Method

    By Guest Mike Spickard, May 3, 2005
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 3, 2005

31. EOY Valuation and advance contributions

    By flosfur, July 14, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 16, 2005

32. EOY Valuation and Plan Termination

    By Hojo, March 26, 2012
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • March 27, 2012

33. EOY Valuation assets

    By FAPInJax, September 29, 2004
    • 9 replies
    • 3.1k views
    • 
    • Guest
    • October 2, 2004

34. EOY-Valuations & Final Val

    By JAY21, July 13, 2009
    • 3 replies
    • 1k views
    • 
    • david rigby
    • July 14, 2009

35. Equation of Balance

    By Guest MikeMiller, May 6, 2002
    • 8 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 7, 2002

36. er struggling to fund 2008 plan

    By abanky, June 4, 2010
    • 5 replies
    • 964 views
    • 
    • My 2 cents
    • June 4, 2010

37. ER Subsidy On Plan Termination

    By Andy the Actuary, August 23, 2013
    • 3 replies
    • 1.3k views
    • 
    • Rball4
    • August 27, 2013

38. ERISA 101(j) Notice

    By Guest EBoomer, September 16, 2011
    • 1 reply
    • 2.1k views
    • 
    • Andy the Actuary
    • September 16, 2011

39. ERISA 101(j) Notice

    By John Feldt ERPA CPC QPA, November 27, 2007
    • 2 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 27, 2007

40. ERISA 101(j) Notice due date for new plan

    By AndyH, January 18, 2013
    • 0 replies
    • 1.1k views
    • 
    • AndyH
    • January 18, 2013

41. ERISA 204(h) notice

    By k man, April 4, 2013
    • 1 reply
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • April 4, 2013

42. ERISA 204(h) Notice and 1 life plans

    By AndyH, May 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • May 25, 2004

43. ERISA 204(h) Notice Illustrative Examples

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

44. ERISA 4010 reporting

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

45. ERISA 4011 Notice of VRP

    By Lori Foresz, August 9, 2004
    • 2 replies
    • 1.4k views
    • 
    • Lori Foresz
    • August 11, 2004

46. ERISA bonding for plan with less than 10 participants

    By Gary, April 7, 2010
    • 0 replies
    • 993 views
    • 
    • Gary
    • April 7, 2010

47. ERISA FFL with term cost

    By Guest GMP, May 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 31, 2007

48. ERISA fiduciary question

    By Guest VEBA Las Vegas, July 27, 2004
    • 1 reply
    • 939 views
    • 
    • Guest
    • July 29, 2004

49. ERISA Funded Plans

    By Guest KNewman, April 18, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • April 18, 2002

50. ERISA plan converts to a church plan; must the benefits that accrued while it was an ERISA plan be protected?

    By Guest cosmo01, September 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • September 24, 2003