Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Divorce forces PBGC coverage?

   By David MacLennan, June 4, 2001
   • 0 replies
   • 1.6k views
   • 
   • David MacLennan
   • June 4, 2001

2. error submitting a plan in Relius Web Client

   By Dinosaur, June 30, 2010
   • 3 replies
   • 1.6k views
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   • Bill Presson
   • June 30, 2010

3. Transfer between DB Plans

   By Guest AEA, July 1, 2003
   • 5 replies
   • 1.6k views
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   • AndyH
   • July 2, 2003

4. Spinoff

   By dmb, March 3, 2006
   • 1 reply
   • 1.6k views
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   • JanetM
   • March 3, 2006

5. full yield curve

   By Gary, December 9, 2010
   • 5 replies
   • 1.6k views
   • 
   • SoCalActuary
   • December 10, 2010

6. statute of limitations - terminated plan

   By Gary, November 19, 1999
   • 1 reply
   • 1.6k views
   • 
   • KJohnson
   • November 20, 1999

7. Notice of Annuity - Single Premium Group Annuity Ongoing Plan

   By SRM, August 27, 2007
   • 6 replies
   • 1.6k views
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   • AndyH
   • August 28, 2007

8. What is a "cash-balance plan?

   By Guest kdickel, June 17, 1999
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • June 30, 1999

9. Forfeiture of benefits

   By Guest jmc51, July 11, 2007
   • 2 replies
   • 1.6k views
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   • Guest
   • July 13, 2007

10. 401(a)(4) Corrective Amendment

    By Dougsbpc, May 12, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 14, 2003

11. DB-DC Combo Test

    By JAY21, February 1, 2007
    • 2 replies
    • 1.6k views
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    • AndyH
    • February 3, 2007

12. Inability to Fund after Death

    By Dougsbpc, March 1, 2007
    • 7 replies
    • 1.6k views
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    • Dougsbpc
    • March 2, 2007

13. Coping with FAS 106 liability - Employer cap

    By Guest Noelle, December 9, 2004
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • December 9, 2004

14. Valuation Funding; Lump Sum Assumed

    By JAY21, May 11, 2011
    • 6 replies
    • 1.6k views
    • 
    • JAY21
    • May 12, 2011

15. Flat Dollar Contribution, requires cash-balance arrangment ?

    By JAY21, June 6, 2005
    • 3 replies
    • 1.6k views
    • 
    • SoCalActuary
    • June 7, 2005

16. 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
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    • david rigby
    • May 2, 1999

17. Combined Plan - 404(a)(7) Deductibility Limit

    By Guest erepper, February 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • February 21, 2006

18. Tips for plan design

    By Guest JBY, December 15, 2009
    • 8 replies
    • 1.6k views
    • 
    • mwyatt
    • January 11, 2010

19. Minimum Distribution Rules/Incidental Death Benefit

    By My 2 cents, August 23, 2013   

    • Pre-retirement death benefit
    • 0 replies
    • 1.6k views
    • 
    • My 2 cents
    • August 23, 2013

20. sample 60 day notice

    By thepensionmaven, March 28, 2006
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • March 28, 2006

21. what is the scope of the 411(d)(6) relief granted for switching from P

    By Guest janie, April 27, 2001
    • 2 replies
    • 1.6k views
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    • Gary
    • May 3, 2001

22. Check this quirky pension accrual formula

    By Gary, November 20, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • November 20, 2000

23. Change in valuation date

    By Guest lerieleech, July 30, 2008
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • July 30, 2008

24. Required Minimum Distribution

    By dmb, December 29, 2011
    • 5 replies
    • 1.6k views
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    • dmb
    • December 30, 2011

25. Lump Sum implications of WIDE treasury-to-Corporate spread

    By Guest DBPension, April 15, 2009
    • 4 replies
    • 1.6k views
    • 
    • SoCalActuary
    • April 16, 2009

26. Real Estate assets in DB: Prohibited Transaction

    By Guest RW, March 23, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 23, 2000

27. Freeze 412(e)(3) Plan

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

28. An old style Contributory DB Plan!

    By richard, January 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • January 19, 2001

29. Strike vs. Lockout

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

30. Missed restatements - how to handle?

    By ashleys, April 28
    • 3 replies
    • 1.6k views
    • 
    • Artie M
    • April 29

31. DB Plans & 401(a)(9) Amendment

    By Guest SJGR, January 13, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 14, 2005

32. Improper SSA Notifications

    By Effen, July 28, 2006
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • July 28, 2006

33. C2 (DB) question

    By Guest sritts, December 4, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • December 4, 2003

34. Actuarial Assumptions & Early Ret. Subsidies

    By LIBOR, October 4, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • October 4, 2001

35. Law Firm Plan Non Discrimination Testing

    By Gary, June 8, 2008
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • June 9, 2008

36. Correction of misallocation of assets when dividing a master trust

    By JDuns, June 27, 2001
    • 0 replies
    • 1.6k views
    • 
    • JDuns
    • June 27, 2001

37. Frozen DB Plan (over-funded)

    By Guest naveen, August 23, 2010
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2010

38. 5500 SF asset vs Schedule SB asset

    By retbenser, August 25, 2010
    • 1 reply
    • 1.6k views
    • 
    • My 2 cents
    • August 25, 2010

39. Retroactive Plan Effective Date

    By Guest snorthup, March 7, 2003
    • 2 replies
    • 1.6k views
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    • Belgarath
    • March 7, 2003

40. unit credit plan accruals

    By Gary, May 4, 1999
    • 1 reply
    • 1.6k views
    • 
    • David
    • May 5, 1999

41. Significant Detriment

    By jpod, May 20, 2016
    • 6 replies
    • 1.6k views
    • 
    • Kevin C
    • May 27, 2016

42. DB Document Restatement

    By Guest taj32z, September 11, 2003
    • 7 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2003

43. 436 restrictions

    By Gary, August 12, 2010
    • 3 replies
    • 1.5k views
    • 
    • My 2 cents
    • August 16, 2010

44. Plan formula different from document

    By Guest Jim Hunzelman, September 13, 2001
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • September 14, 2001

45. Election to Apply Balances

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

46. 2008 Maximum Pension Deduction

    By Gary, March 26, 2008
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • March 27, 2008

47. MISREPRSENTATION OF AGE

    By LIBERTYKID, August 15, 2011
    • 8 replies
    • 1.5k views
    • 
    • jpod
    • August 16, 2011

48. 436 model amendment

    By Zorro1k, April 13, 2016   

    • 436
    • model
    • (and 1 more)

      Tagged with:

      • 436
      • model
      • amendment
    • 5 replies
    • 1.5k views
    • 
    • My 2 cents
    • April 14, 2016

49. Eliminating optional form of benefit in a DB Plan

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

50. PBGC Schedule A

    By Guest MikeMiller, April 11, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • April 11, 2002