Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. DB still covered under Title IV?

   By Young Curmudgeon, February 14, 2014
   • 7 replies
   • 1.6k views
   • 
   • chc93
   • February 19, 2014

2. General Tested Cash Balance Plan

   By Blinky the 3-eyed Fish, June 17, 2008
   • 3 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • June 18, 2008

3. sample 60 day notice

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

4. Valuation benefits

   By FAPInJax, August 15, 2003
   • 8 replies
   • 1.6k views
   • 
   • mwyatt
   • August 19, 2003

5. Diversification issue: How much RE in the plan?

   By rodin011, March 11, 2013   

   • Diversification issue?
   • 5 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • March 13, 2013

6. Waiver of Funding Deficiency and the AFR

   By Guest dmdoug, November 3, 2004
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • November 3, 2004

7. Alt. Flat Ben. Safe Harbor ?

   By David, January 25, 2001
   • 2 replies
   • 1.6k views
   • 
   • David
   • January 26, 2001

8. Review of federal pension plan benefits

   By Gary, February 16, 1999
   • 0 replies
   • 1.6k views
   • 
   • Gary
   • February 16, 1999

9. Top Heavy Determination

   By Guest pension222, June 21, 2001
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • June 21, 2001

10. COLA or indexing benefits prior to benefit date

    By Guest Mike Luers, December 22, 1999
    • 8 replies
    • 1.6k views
    • 
    • richard
    • December 23, 1999

11. New prefix for EA #

    By mwyatt, February 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • mwyatt
    • February 7, 2002

12. Lump sum death benefits question (follow-up to July '99 thread on this

    By Guest Letocha, February 4, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 4, 2000

13. Frozen Plan and 401(a)(26)

    By SSRRS, May 3, 2024
    • 4 replies
    • 1.6k views
    • 
    • SSRRS
    • May 9, 2024

14. Terminating an underfunded DB plan.

    By Guest, November 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 29, 2000

15. Spinoff

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

16. 436 model amendment

    By Zorro1k, April 13, 2016   

    • 436
    • model
    • (and 1 more)

      Tagged with:

      • 436
      • model
      • amendment
    • 5 replies
    • 1.6k views
    • 
    • My 2 cents
    • April 14, 2016

17. MEP Schedule SB for the plan

    By mattmc82, June 12, 2013
    • 2 replies
    • 1.6k views
    • 
    • mattmc82
    • June 12, 2013

18. Participant Disclosure under ERISA

    By Gary, November 23, 1999
    • 0 replies
    • 1.6k views
    • 
    • Gary
    • November 23, 1999

19. Amending 5500 and Schedule B

    By Andy the Actuary, December 26, 2008
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • December 27, 2008

20. Rev.Proc. 2000-40 & Takeovers

    By LIBOR, October 13, 2001
    • 0 replies
    • 1.6k views
    • 
    • LIBOR
    • October 13, 2001

21. What is a "cash-balance plan?

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

22. Protected benefits

    By Guest mkqm07, April 2, 2003
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 2, 2003

23. full yield curve

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

24. statute of limitations - terminated plan

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

25. Actuarial firm in Indiana

    By MarZDoates, November 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 22, 2004

26. error submitting a plan in Relius Web Client

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

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

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

28. plan freeze FAS 88 curtailment

    By Guest student_actuary, April 21, 2010
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • April 21, 2010

29. PBGC Coverage

    By emmetttrudy, October 16, 2009
    • 10 replies
    • 1.6k views
    • 
    • mwyatt
    • October 18, 2009

30. Check this quirky pension accrual formula

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

31. Pension Plan for Self-Employed

    By Gary, February 27, 2008
    • 5 replies
    • 1.6k views
    • 
    • SoCalActuary
    • February 27, 2008

32. Transfer between DB Plans

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

33. 401(a)(4) Corrective Amendment

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

34. DB-DC Combo Test

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

35. Divorce forces PBGC coverage?

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

36. 5500 SF asset vs Schedule SB asset

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

37. unit credit plan accruals

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

38. Valuation Funding; Lump Sum Assumed

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

39. 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
    • 
    • Gary
    • May 3, 2001

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

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

41. Inability to Fund after Death

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

42. 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

43. Forfeiture of benefits

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

44. Frozen DB Plan (over-funded)

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

45. Pension Deductions: Sec 412 vs 404(a)(6)

    By VeryOldMan, June 15, 2019   

    • year of deduction
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 15, 2019

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

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

47. Tips for plan design

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

48. Coping with FAS 106 liability - Employer cap

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

49. An old style Contributory DB Plan!

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

50. C2 (DB) question

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