Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. PPA Phased Retirement Rules

   By davef, October 25, 2006
   • 3 replies
   • 1.6k views
   • 
   • AndyH
   • October 26, 2006

2. Welfare Plan to Borrow Money from Pension Plan

   By Guest ooota, November 22, 2004
   • 2 replies
   • 1.6k views
   • 
   • Ron Snyder
   • November 23, 2004

3. Minimum Distribution Amendment

   By Richard Anderson, December 5, 2006
   • 3 replies
   • 1.6k views
   • 
   • Belgarath
   • December 6, 2006

4. Pension Plan Frozen?

   By Guest seepajd, December 18, 2008
   • 8 replies
   • 1.6k views
   • 
   • tymesup
   • December 27, 2008

5. Beneficiary Scenario Question

   By Guest mmaggs, December 3, 2012
   • 3 replies
   • 1.6k views
   • 
   • masteff
   • December 3, 2012

6. 415 lump sum limits

   By Gary, August 31, 2006
   • 2 replies
   • 1.6k views
   • 
   • Gary
   • August 31, 2006

7. Value of Life Ins. for S412/404 assets

   By flosfur, December 6, 2007
   • 8 replies
   • 1.6k views
   • 
   • Guest
   • December 13, 2007

8. Pension Attorney Referral--

   By VeryOldMan, May 21, 2020
   • 10 replies
   • 1.6k views
   • 
   • RatherBeGolfing
   • September 25, 2020

9. Increased Retirement Age

   By Dougsbpc, September 17, 2007
   • 10 replies
   • 1.6k views
   • 
   • Mike Preston
   • September 18, 2007

10. HCE determination for the first Plan Year

    By flosfur, December 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • December 22, 2004

11. Benefit for Employee rehired after Plan terminated

    By Guest Mike Spickard, August 13, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 13, 2004

12. Reasonable Funding Method

    By flosfur, June 8, 2005
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • June 9, 2005

13. Defined Benefit/Money Purchase combination

    By Lynn Campbell, May 7, 1999
    • 5 replies
    • 1.6k views
    • 
    • Lorraine Dorsa
    • May 14, 1999

14. IRC 4971

    By lexi, April 4, 2007
    • 0 replies
    • 1.6k views
    • 
    • lexi
    • April 4, 2007

15. Demutualization Proceeds in Connection with a Contributory Terminated Defined Benefit Plan

    By Guest wednesday, April 1, 2005
    • 7 replies
    • 1.6k views
    • 
    • david rigby
    • April 2, 2005

16. amending actuarial equivalence for terminated plan

    By jane murray, December 29, 2017
    • 5 replies
    • 1.6k views
    • 
    • David Peckham
    • December 9, 2025

17. Retiree @ PBGC Plan Termination offered Lump Sum Option?

    By mwyatt, April 27, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • April 28, 1999

18. SFAS 87 and 132

    By david rigby, August 21, 2003
    • 6 replies
    • 1.6k views
    • 
    • LIBOR
    • September 17, 2003

19. present value on non-government Defined Benefit Fund

    By Guest Sandylou, February 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Larry M
    • February 13, 2001

20. HATFA guidance issued

    By tymesup, September 11, 2014
    • 5 replies
    • 1.6k views
    • 
    • dmb
    • September 15, 2014

21. Restricted Distributions beyond NRD

    By Guest BDZ, February 8, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 8, 2007

22. Client's home was contributed to his DB plan

    By katieinny, April 2, 2008
    • 13 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • April 3, 2008

23. Normal form question

    By FAPInJax, November 17, 2004
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2004

24. FIL & Fully Amortized Bases

    By Guest Don N, May 2, 2000
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • May 11, 2000

25. Freeze 412(e)(3) Plan

    By jkdoll2, October 14, 2020
    • 4 replies
    • 1.6k views
    • 
    • DMcGovern
    • October 16, 2020

26. Worked 500 but not 1000 - my only NHCE - Do I have to accrue a benefit

    By SoCalActuary, September 29, 2005
    • 5 replies
    • 1.6k views
    • 
    • could be me maybe not
    • October 3, 2005

27. PBGC coverage for DB plans covering spouses only

    By Jakyasar, November 19, 2020
    • 3 replies
    • 1.6k views
    • 
    • Jakyasar
    • November 19, 2020

28. Short Plan Year (Wear-Away Option)

    By Andy the Actuary, October 12, 2011
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • October 13, 2011

29. Funding Waiver Application

    By mwyatt, December 10, 2002
    • 7 replies
    • 1.6k views
    • 
    • david rigby
    • January 29, 2004

30. Time limit for electing optional form of benefit

    By Guest krijowri, March 12, 2008
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 13, 2008

31. Strike vs. Lockout

    By Guest Catfish, May 12, 2003
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • May 12, 2003

32. Post-NRD accruals

    By Guest lerieleech, June 12, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 12, 2007

33. return of contribution revisited

    By Gary, March 20, 2012
    • 9 replies
    • 1.6k views
    • 
    • frizzyguy
    • March 22, 2012

34. Suspension of benefits notification

    By Gary, May 11, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • May 11, 2001

35. Current Liability Interest Rates

    By Guest david traverso, June 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 26, 2000

36. Model 204(h) Notice?

    By emmetttrudy, August 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 13, 2010

37. dumb question re: how a lump sum value is computed

    By Guest janie, July 3, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 5, 2001

38. Life Insurance IN a DB Plan but Participant is Uninsurable

    By emmetttrudy, July 15, 2009
    • 10 replies
    • 1.6k views
    • 
    • SoCalActuary
    • August 4, 2009

39. US Federal Court Order

    By Guest forum4, January 6, 2006
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2006

40. Boehner Bill HR 2830, Pension Protection Act of 2005

    By §#$%!, June 14, 2005
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 14, 2005

41. Comp Defn for FAP

    By Guest bobolink, September 5, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 8, 2008

42. Maybe a silly question about normal form

    By abanky, October 9, 2006
    • 4 replies
    • 1.6k views
    • 
    • abanky
    • October 9, 2006

43. RMD for someone over 70.5

    By emmetttrudy, December 21, 2016
    • 5 replies
    • 1.6k views
    • 
    • Calavera
    • December 29, 2016

44. Change in Asset Method

    By abanky, January 21, 2011
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • January 21, 2011

45. Accrued to date general testing method- fixes in event of failure

    By AndyH, December 1, 2003
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • December 2, 2003

46. Legally, how many days does an employer have to respond to a participa

    By Guest Susan Lindgren, April 28, 1999
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • May 2, 1999

47. Contribution to DB Plan in Excess of Maximum Deductible

    By Guest Chaffee, July 9, 2004
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2004

48. New SFAS 132 Available

    By MGB, December 23, 2003
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • February 5, 2004

49. PBGC Coverage

    By John Feldt ERPA CPC QPA, May 11, 2012
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • May 14, 2012

50. Form 5500 - annuity purchased by insurance co.

    By Dinosaur, January 4, 2011
    • 4 replies
    • 1.6k views
    • 
    • Dinosaur
    • January 4, 2011