Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Disability Rate Tables

   By Effen, December 19, 2006
   • 2 replies
   • 1.5k views
   • 
   • Effen
   • December 20, 2006

2. 404 Fun

   By Blinky the 3-eyed Fish, November 10, 2003
   • 9 replies
   • 1.5k views
   • 
   • Ron Snyder
   • November 13, 2003

3. 410(b) - Equivalency

   By Andy the Actuary, September 29, 2009
   • 2 replies
   • 1.5k views
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   • Andy the Actuary
   • September 29, 2009

4. Funded by 12/31 or when Taxes Filed

   By Guest hherpel, March 16, 2000
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • March 16, 2000

5. accrual requirements

   By John Feldt ERPA CPC QPA, February 28, 2011
   • 2 replies
   • 1.5k views
   • 
   • QNPG
   • February 28, 2011

6. yield curve & election months

   By HiVi, April 7, 2009
   • 5 replies
   • 1.5k views
   • 
   • HiVi
   • April 16, 2009

7. off topic -- Fasb 158

   By abanky, April 12, 2007
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • April 16, 2007

8. NRA Revisited

   By Andy the Actuary, September 9, 2008
   • 9 replies
   • 1.5k views
   • 
   • Andy the Actuary
   • September 12, 2008

9. funding relief

   By Dinosaur, June 11, 2012
   • 6 replies
   • 1.5k views
   • 
   • david rigby
   • July 6, 2012

10. Replacement for 30-year Treasury Rate?

    By david rigby, March 27, 2002
    • 3 replies
    • 1.5k views
    • 
    • MGB
    • March 28, 2002

11. Voluntary Reduction of 411(d)(6) Benefits...

    By Fielding Mellish, April 23, 2014
    • 9 replies
    • 1.5k views
    • 
    • Effen
    • April 24, 2014

12. Benefit Form

    By Guest Richard Scheer, August 14, 2001
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • August 16, 2001

13. Top Heavy Determination - DB Plan Termination and 401(k) Adoption

    By Guest f1234, May 17, 2005
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 17, 2005

14. 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

15. ASPA's DB-K Proposal

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

16. COLA Ends on Plan Termination?

    By John314, February 26, 2024   

    • cola
    • defined benefit
    • (and 1 more)

      Tagged with:

      • cola
      • defined benefit
      • plan termination
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • March 12, 2024

17. Back Pay

    By BTG, July 7, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • July 10, 2009

18. Pension buyout lump-sum rolled over and under 59 1/2

    By Florida1, May 1, 2013
    • 4 replies
    • 1.5k views
    • 
    • masteff
    • May 9, 2013

19. Interest charge on late quarterly contributions

    By Guest Marino13, May 4, 2004
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • May 4, 2004

20. Deduction Limit For An affiliated Service Group

    By Guest merlin, September 20, 2002
    • 9 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 25, 2002

21. Cash Balance Option

    By Guest ooota, June 25, 2004
    • 7 replies
    • 1.5k views
    • 
    • Effen
    • June 28, 2004

22. Statistics on Defined Benefit Plans by Industry

    By Guest kp, January 14, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 5, 1999

23. Amendment to reduce benefit formula

    By Lori Foresz, October 20, 2003
    • 3 replies
    • 1.5k views
    • 
    • Lori Foresz
    • October 20, 2003

24. 2009 AFTAPs < 80%

    By Guest DBPension, May 5, 2009
    • 11 replies
    • 1.5k views
    • 
    • Guest
    • May 12, 2009

25. Pension Bills

    By JAY21, July 7, 2006
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • July 10, 2006

26. 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

27. Form 5500-SF/EZ and 412(e)(3)

    By retbenser, July 1, 2011
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • July 1, 2011

28. Contribution Deadline

    By Pension RC, April 7, 2015
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • April 7, 2015

29. 415 Calculations

    By FAPInJax, May 18, 2009
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • May 19, 2009

30. Non-Discrimination testing of carved-out DB plan.

    By flosfur, June 28, 2005
    • 7 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2005

31. Election Year Mud

    By Andy the Actuary, August 17, 2008
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 18, 2008

32. More fun with 415 questions

    By AndyH, October 12, 2005
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • October 14, 2005

33. Deadline for Corrective Amendment

    By Pension RC, September 15, 2014
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 15, 2014

34. Plan Merger - What are the issues?

    By AndyH, June 30, 2006
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • July 6, 2006

35. Hard to value assets in one-man plan

    By Bird, January 12, 2018
    • 11 replies
    • 1.5k views
    • 
    • jpod
    • January 17, 2018

36. Short Plan Year - Prorating NC

    By Guest guppy, April 7, 2004
    • 5 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 7, 2004

37. DB Plan vesting schedules/ Help please

    By Guest brownslax, July 10, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 10, 2003

38. split-dollar reporting

    By Guest jigpsu, January 24, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 25, 2006

39. Experience With DOL Audit of Converted Cash Balance Plan?

    By Guest DJK, February 14, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 14, 2001

40. 401(a)(17) and anti-EGTRRA amendment

    By Guest kbs, January 17, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 18, 2002

41. UP-1994 Unisex

    By abanky, August 23, 2011
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • August 23, 2011

42. Payment of Cash Benefit

    By Guest MC2, February 19, 2007
    • 6 replies
    • 1.5k views
    • 
    • Effen
    • February 21, 2007

43. IAS 19 HELP!

    By Guest GMP, February 10, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 13, 2009

44. What is cost to add a lump sum option?

    By tuni88, March 31, 2010
    • 9 replies
    • 1.5k views
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    • tymesup
    • April 5, 2010

45. Date of Birth Specific Actuarial Equiv Factors

    By Guest pension222, June 6, 2004
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • June 8, 2004

46. Sale of over funded plan

    By rcline46, September 12, 2012
    • 2 replies
    • 1.5k views
    • 
    • SoCalActuary
    • September 12, 2012

47. model defined benefit plan document

    By Guest Bruce Marotta, February 14, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 18, 2000

48. DB Plan Termination

    By Guest le190, October 6, 1999
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • March 1, 2000

49. 412(i) plan - premium not paid - how to complete Schedule B

    By Lorraine Dorsa, April 5, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 7, 2000

50. HCE Nuttyness

    By Andy the Actuary, November 14, 2011
    • 7 replies
    • 1.5k views
    • 
    • Kevin C
    • December 5, 2011