Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. DB Plan vesting schedules/ Help please

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

2. Plan Freeze

   By david rigby, September 19, 2003
   • 7 replies
   • 1.5k views
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   • Mike Preston
   • September 25, 2003

3. DB Plan "When I'm 64"?

   By SMB, October 27, 2011
   • 7 replies
   • 1.5k views
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   • mbozek
   • October 27, 2011

4. 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

5. Minimum contribution calculation

   By Guest Doogie61, December 1, 2009
   • 9 replies
   • 1.5k views
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   • Guest
   • December 1, 2009

6. Private ANnuity Calculation

   By Gary, July 16, 2004
   • 2 replies
   • 1.5k views
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   • mbozek
   • July 19, 2004

7. Excise tax on prohibited transactions

   By Gary, October 11, 2005
   • 2 replies
   • 1.5k views
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   • Gary
   • October 11, 2005

8. For defined benefit plans, what is a typical pay credit percentage per

   By Guest SBritten, April 8, 2002
   • 4 replies
   • 1.5k views
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   • RCK
   • April 11, 2002

9. Contribution from Stock Market

   By Madison71, January 6, 2010
   • 6 replies
   • 1.5k views
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   • AndyH
   • January 13, 2010

10. lump sum distribution

    By Gary, November 2, 2001
    • 2 replies
    • 1.5k views
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    • Guest
    • November 8, 2001

11. Contributory DB Plan

    By JAY21, January 17, 2013   

    • Employee-Derived AB
    • 2 replies
    • 1.5k views
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    • ubermax
    • January 17, 2013

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

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

13. DB DC Combination

    By Guest ICannotDiscloseMyIdentity, November 10, 2009
    • 6 replies
    • 1.5k views
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    • David MacLennan
    • November 19, 2009

14. Immunization

    By Andy the Actuary, October 31, 2007
    • 4 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • October 31, 2007

15. "Successor" beneficiary in a Defined Benefit plan where Designated/Primary Beneficiary determined to be invalid

    By pwitt, June 3, 2024
    • 8 replies
    • 1.5k views
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    • pwitt
    • June 6, 2024

16. Cost of Actuarial Services

    By Guest forum4, October 28, 2005
    • 1 reply
    • 1.5k views
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    • Effen
    • October 28, 2005

17. Contribution Deadline

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

18. Revised IRS Notice 2012-61

    By Andy the Actuary, September 12, 2012
    • 0 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 12, 2012

19. FASB discount rates

    By ishi, June 17, 2002
    • 1 reply
    • 1.5k views
    • 
    • RCK
    • June 18, 2002

20. Funny Numbers in Annual Funding Notice

    By tuni88, August 4, 2010
    • 8 replies
    • 1.5k views
    • 
    • My 2 cents
    • August 6, 2010

21. Short Plan Year - Prorating NC

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

22. irs notice 99-44

    By Larry M, September 9, 1999
    • 0 replies
    • 1.5k views
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    • Larry M
    • September 9, 1999

23. payments to missing/lost DB participants

    By Guest gregoryp, October 31, 2001
    • 3 replies
    • 1.5k views
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    • david rigby
    • January 15, 2002

24. Initial CB Document - "Amend" Formula?

    By figure 8, October 31, 2017
    • 3 replies
    • 1.5k views
    • 
    • My 2 cents
    • October 31, 2017

25. Funding Waiver

    By Guest John Nelson, September 9, 2004
    • 4 replies
    • 1.5k views
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    • SoCalActuary
    • September 12, 2004

26. Question on comp limit

    By AndyH, June 30, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 11, 2000

27. Cash Balance Plans

    By Gary, October 4, 2007
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • October 10, 2007

28. Broker Idea

    By tuni88, May 24, 2010
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • June 13, 2010

29. Sole Prop with an insurance policy

    By SteveH, April 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 25, 2007

30. PBGC premium

    By david rigby, September 4, 2001
    • 1 reply
    • 1.5k views
    • 
    • RCK
    • September 5, 2001

31. What's Appropriate in QDRO

    By Andy the Actuary, December 10, 2010
    • 6 replies
    • 1.5k views
    • 
    • QDROphile
    • December 11, 2010

32. Cash Balance Option

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

33. 415 years of participation

    By tymesup, October 16, 2007
    • 2 replies
    • 1.5k views
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    • SoCalActuary
    • October 16, 2007

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

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

35. Beneficiary designation with multiple beneficiaries

    By Belgarath, June 17, 2025
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • June 19, 2025

36. Amendment to reduce benefit formula

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

37. cash balance add-on plans

    By Guest ctrapatsos, December 1, 2006
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • December 1, 2006

38. Adding Years of Service

    By Toy Cannon, September 14, 2020
    • 8 replies
    • 1.5k views
    • 
    • Luke Bailey
    • September 16, 2020

39. Sale of over funded plan

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

40. Beneficiary opt for lump sum?

    By SSRRS, March 16, 2021
    • 11 replies
    • 1.5k views
    • 
    • Effen
    • May 1, 2021

41. Funding Results After Non De-Minimis Spin Off

    By John314, March 1, 2018   

    • spinoff
    • ppa
    • (and 1 more)

      Tagged with:

      • spinoff
      • ppa
      • minimum funding
    • 2 replies
    • 1.5k views
    • 
    • Calavera
    • March 1, 2018

42. Benefit Form

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

43. Statistics on Defined Benefit Plans by Industry

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

44. 404 Fun

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

45. Elimination of Reconciliation Account

    By LIBOR, February 24, 2004
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • February 24, 2004

46. Required Quarterly Contributions with Full Funding Credit

    By Guest Turtle_01, September 2, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • September 2, 2004

47. Disability Rate Tables

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

48. Freezing A Cash Balance Plan

    By metsfan026, May 28, 2024
    • 1 reply
    • 1.5k views
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    • CuseFan
    • May 28, 2024

49. NRA Revisited

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

50. Merger of underfunded Defined Benefit Plans

    By ac, September 12, 2005
    • 0 replies
    • 1.5k views
    • 
    • ac
    • September 12, 2005