Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Interest credit for cash balance plan

   By Gary, August 22, 2001
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • August 23, 2001

2. Amendment and Cushion Amount

   By Dougsbpc, November 21, 2011
   • 1 reply
   • 1.5k views
   • 
   • Andy the Actuary
   • November 21, 2011

3. Employee contributions to a frozen pension?

   By bradlymathews, June 3, 2019
   • 9 replies
   • 1.5k views
   • 
   • loserson
   • June 11, 2019

4. Plan Merger that results in reduction of future accruals

   By Gary, May 2, 2000
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • May 4, 2000

5. PBGC coverage

   By Guest Rae, April 17, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • April 18, 2002

6. Plan termination and reallocation of benefits

   By abanky, May 16, 2011
   • 14 replies
   • 1.5k views
   • 
   • Andy the Actuary
   • May 23, 2011

7. Late Election to use COB / PFB to cover quarterlies

   By My 2 cents, June 16, 2010
   • 2 replies
   • 1.5k views
   • 
   • Mike Preston
   • June 29, 2010

8. Cross-testing with a 401(k)

   By justanotheradmin, February 21, 2019
   • 3 replies
   • 1.5k views
   • 
   • justanotheradmin
   • February 22, 2019

9. PBGC Coverage - Affiliated Service Group

   By Effen, February 1, 2013
   • 5 replies
   • 1.5k views
   • 
   • Effen
   • February 3, 2013

10. Mandatory Contributions

    By Guest hussac, July 14, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 15, 2003

11. Encouraging DVs past NRD to commence their pension

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

12. Company life insurance reimburse DB trust?

    By Guest Nautical, June 2, 2005
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • June 6, 2005

13. lump sum as of when

    By SSRRS, March 10, 2022
    • 8 replies
    • 1.5k views
    • 
    • SSRRS
    • March 24, 2022

14. Former employee thinks scheduled cash-out distribution is not all that

    By Gary, July 14, 2000
    • 3 replies
    • 1.5k views
    • 
    • Gary
    • July 14, 2000

15. Non-spousal beneficiaries

    By rcline46, April 27, 2012
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • April 27, 2012

16. 1099-R question

    By Guest Theresa, January 24, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2000

17. funding deficiency and full funding credit

    By ishi, December 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • ishi
    • December 5, 2003

18. Actuarial increases to unreduced early retirement benefits?

    By Carol V. Calhoun, June 7, 2021
    • 5 replies
    • 1.5k views
    • 
    • Juan Kelly
    • June 9, 2021

19. $160,000 Compensation Limit for DB Plans

    By Guest Elaine Levin, August 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • Lorraine Dorsa
    • August 16, 1999

20. Disability table

    By FAPInJax, November 4, 2004
    • 3 replies
    • 1.5k views
    • 
    • MGB
    • November 5, 2004

21. Joint & 75% Option

    By Andy the Actuary, October 19, 2011
    • 6 replies
    • 1.5k views
    • 
    • SoCalActuary
    • October 31, 2011

22. Change in 2008 Valuation Date

    By carrots, November 9, 2008
    • 9 replies
    • 1.5k views
    • 
    • tymesup
    • December 30, 2008

23. QPSA and Pre-35 Separations

    By Guest Edward McElroy, April 29, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 29, 1999

24. Funding Waiver and interest charges on late quarterly contributions

    By ishi, August 6, 2004
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • August 6, 2004

25. Actuary and TPA need to sign an Annuity Contract Agreement?

    By Guest DCquestioner, November 25, 2008
    • 5 replies
    • 1.5k views
    • 
    • David MacLennan
    • December 1, 2008

26. Add interest up to date of payout?

    By Guest Dave Peckham, November 10, 2009
    • 5 replies
    • 1.5k views
    • 
    • Effen
    • November 18, 2009

27. New Plan Document - Benefit Formula

    By JBones, August 22, 2011
    • 6 replies
    • 1.5k views
    • 
    • ScottR
    • August 28, 2011

28. Term Certain Annuity and RMD

    By AF2019, August 26, 2019
    • 6 replies
    • 1.5k views
    • 
    • Big Tuna
    • August 30, 2019

29. Three 415 DB questions

    By Guest pjharvey, April 26, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 26, 2000

30. DB Limits from 1991?

    By JButtrick, November 17, 2006
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • November 20, 2006

31. 412(i) funding

    By Guest warocker1, December 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • mwyatt
    • December 20, 2001

32. 2 sole props are a common control group - deductions?

    By Belgarath, November 27, 2013
    • 0 replies
    • 1.5k views
    • 
    • Belgarath
    • November 27, 2013

33. Field directive

    By Guest shronesz, November 1, 2004
    • 4 replies
    • 1.5k views
    • 
    • SRM
    • November 4, 2004

34. 401(a)(26) and 436

    By Draper55, February 23, 2021
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 25, 2021

35. Form 8905 vs. Interim amendments

    By D Syrett, October 8, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • October 8, 2008

36. change in cash balance allocation formula

    By abanky, November 11, 2009
    • 8 replies
    • 1.5k views
    • 
    • abanky
    • November 30, 2009

37. 412(e)3 plans

    By Guest jim williams, August 18, 2011
    • 4 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • August 19, 2011

38. Lump sum of early ret benefit under cash balance plan

    By Gary, September 11, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 25, 2000

39. distress termination issues

    By AndyH, December 19, 2003
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • December 19, 2003

40. HEART, USERRA, and Differential Wage Payments

    By Guest ebenefits, January 3, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 3, 2011

41. Do the required distribution regulations allow a defined benefit plan to pay part of the benefit in an annuity and part in a lump sum?

    By Everett Moreland, June 20, 2005
    • 6 replies
    • 1.5k views
    • 
    • Everett Moreland
    • June 22, 2005

42. 415 limits on plan termination following monthly pmts

    By AndyH, January 6, 2010
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • January 8, 2010

43. DB Plans for K1 Income

    By Guest aincog, December 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • December 13, 2006

44. ASPA's DB-K Proposal

    By Dave Baker, March 5, 2002
    • 2 replies
    • 1.5k views
    • 
    • stephen
    • March 5, 2002

45. Rollover from DB to IRA.

    By Guest jgroves, September 29, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • September 29, 2000

46. PPA PBGC full funding exemption

    By dmb, August 30, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 31, 2006

47. Transferring benefits from a defined benefit plan to a defined contrib

    By Guest nlepk, May 17, 2001
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • May 17, 2001

48. Early retiree in-service distributions.

    By Guest Stuart Harris, April 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • April 21, 2000

49. Total Benefit Value and QJSA

    By Guest ethompson, June 15, 2004
    • 6 replies
    • 1.5k views
    • 
    • MGB
    • June 16, 2004

50. How are people handling this?

    By Guest tintree73, December 12, 2005
    • 4 replies
    • 1.5k views
    • 
    • SoCalActuary
    • December 13, 2005