Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Funding Deficiency?

   By Gary, May 19, 2005
   • 4 replies
   • 1.3k views
   • 
   • david rigby
   • May 19, 2005

2. Funding Election Form Requirement

   By Young Curmudgeon, March 7, 2012
   • 3 replies
   • 2.1k views
   • 
   • frizzyguy
   • March 7, 2012

3. Funding for a Projected Top Heavy Benefit

   By Guest Don N, June 8, 2000
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • June 10, 2000

4. Funding for a short plan year

   By Blinky the 3-eyed Fish, September 20, 2002
   • 3 replies
   • 1.7k views
   • 
   • Mike Preston
   • September 23, 2002

5. Funding for a Single Life Annuity

   By Pension RC, July 21, 2013
   • 7 replies
   • 2.5k views
   • 
   • Draper55
   • September 11, 2013

6. Funding for DB plan with life insurance policy

   By carrots, February 12, 2013
   • 18 replies
   • 8.4k views
   • 
   • Effen
   • July 10, 2013

7. Funding for Early Retirement Window - Revisited

   By LIBOR, March 3, 2004
   • 2 replies
   • 1.2k views
   • 
   • LIBOR
   • March 4, 2004

8. Funding for LS

   By Guest RBlaine, May 19, 2009
   • 5 replies
   • 1.4k views
   • 
   • Guest
   • May 20, 2009

9. Funding for lump sum at 415 limit under PPA

   By Blinky the 3-eyed Fish, July 7, 2008
   • 14 replies
   • 3.2k views
   • 
   • tymesup
   • September 4, 2008

10. Funding for postponed retiree

    By FAPInJax, March 31, 2004
    • 15 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 6, 2004

11. Funding for Termination liability

    By dmb, August 2, 2007
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • August 7, 2007

12. Funding issues among others

    By dmb, September 9, 2004
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • September 9, 2004

13. Funding Method Change

    By Guest Don N, November 19, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 1999

14. Funding Method Change - Frozen Plan

    By flosfur, November 14, 2003
    • 3 replies
    • 1.3k views
    • 
    • flosfur
    • November 14, 2003

15. Funding Method change year two

    By SoCalActuary, June 26, 2006
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • June 27, 2006

16. Funding method change?

    By John314, February 5, 2020   

    • ppa
    • defined benefit
    • (and 1 more)

      Tagged with:

      • ppa
      • defined benefit
      • funding method
    • 8 replies
    • 2.4k views
    • 
    • C. B. Zeller
    • February 5, 2020

17. Funding Method Changes

    By Guest Kline28, April 22, 2003
    • 2 replies
    • 1k views
    • 
    • david rigby
    • April 22, 2003

18. funding notice/plan terminated

    By Guest Sus95, March 25, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • March 25, 2009

19. Funding obligation with property

    By thepensionmaven, February 10, 2024
    • 2 replies
    • 608 views
    • 
    • david rigby
    • February 11, 2024

20. Funding of Cash Balance Plans

    By Gary, June 24, 1999
    • 3 replies
    • 2k views
    • 
    • Gary
    • June 25, 1999

21. Funding of Defined Benefit Plans

    By John K, November 14, 2024
    • 4 replies
    • 1.1k views
    • 
    • John K
    • November 15, 2024

22. Funding of plans with Insurance

    By Gary, December 1, 1998
    • 3 replies
    • 2.3k views
    • 
    • Lorraine Dorsa
    • December 2, 1998

23. Funding percentages

    By FAPInJax, May 22, 2008
    • 0 replies
    • 1.1k views
    • 
    • FAPInJax
    • May 22, 2008

24. funding relief

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

25. Funding Relief Election under PRA 2010 - Tardy Election, Is It Possible?

    By WestCoast, August 30, 2012
    • 1 reply
    • 1.1k views
    • 
    • tymesup
    • August 31, 2012

26. Funding Relief for hurricane related areas

    By Effen, September 12, 2017
    • 1 reply
    • 555 views
    • 
    • SoCalActuary
    • September 12, 2017

27. Funding Required for years with no AFTAP?

    By Dougsbpc, September 27, 2025
    • 0 replies
    • 876 views
    • 
    • Dougsbpc
    • September 27, 2025

28. 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

29. Funding segment rates for 2012 valuation

    By Dinosaur, January 5, 2012
    • 3 replies
    • 1.2k views
    • 
    • Dinosaur
    • January 11, 2012

30. funding shortfall

    By Gary, May 4, 2011
    • 2 replies
    • 1.2k views
    • 
    • Gary
    • May 4, 2011

31. Funding Shortfall of a Terminated Plan

    By Archimage, September 9, 2004
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • September 9, 2004

32. Funding Standards

    By Andy the Actuary, November 30, 2007
    • 1 reply
    • 1k views
    • 
    • tymesup
    • November 30, 2007

33. Funding T-H DB plans

    By Guest meggie, January 22, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 23, 2001

34. Funding Target

    By Gary, January 5, 2011
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • January 5, 2011

35. Funding Target

    By JBones, February 3, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • February 5, 2010

36. Funding Target

    By dmb, September 15, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 22, 2008

37. Funding Target and Target Normal Cost in Frozen DB Plan

    By JBones, September 11, 2010
    • 15 replies
    • 5.1k views
    • 
    • Andy the Actuary
    • September 15, 2010

38. Funding Target Attainment % affects what?

    By flosfur, March 10, 2009
    • 3 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • March 10, 2009

39. Funding Target Calculation

    By metsfan026, August 17, 2023
    • 5 replies
    • 1.4k views
    • 
    • metsfan026
    • August 17, 2023

40. Funding Target for Partially Vested Terminated Participant

    By Pension RC, March 18, 2014
    • 2 replies
    • 1.3k views
    • 
    • My 2 cents
    • March 18, 2014

41. Funding Target in a Cash Balance Plan

    By emmetttrudy, November 4, 2010
    • 22 replies
    • 5k views
    • 
    • SoCalActuary
    • November 11, 2010

42. Funding Target, Target Normal Cost, and AFTAP for Plan with End of Year Valuation Date

    By Pension RC, August 11, 2013
    • 3 replies
    • 2.7k views
    • 
    • Pension RC
    • August 13, 2013

43. Funding Terminated Plan

    By Hoard1, June 25, 1999
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • June 29, 1999

44. Funding to Inferred Normal Retirement Age

    By Andy the Actuary, July 29, 2008
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • July 29, 2008

45. funding to the 415 limit at plan termination

    By K2, October 10, 2018
    • 9 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 2, 2018

46. Funding under PPA 06

    By Guest lerieleech, November 20, 2007
    • 2 replies
    • 994 views
    • 
    • mwyatt
    • November 21, 2007

47. funding valuation and 401(a(26)

    By Draper55, December 8, 2022
    • 1 reply
    • 421 views
    • 
    • Bri
    • December 9, 2022

48. Funding Waiver

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

49. Funding Waiver and interest charges on late quarterly contributions

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

50. Funding Waiver Application

    By mwyatt, December 10, 2002
    • 7 replies
    • 1.6k views
    • 
    • david rigby
    • January 29, 2004