Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Looking for 1983 GAM Table

   By Guest asonneberg, May 7, 2001
   • 3 replies
   • 4k views
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   • david rigby
   • May 8, 2001

2. Death Benefits in a DB Plan

   By Dennis Povloski, August 11, 2005
   • 7 replies
   • 4k views
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   • Ron Snyder
   • August 25, 2005

3. Increase Normal Retirement Age from 55 to 62

   By Dennis Povloski, March 17, 2008
   • 17 replies
   • 4k views
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   • Mike Preston
   • April 18, 2008

4. Annuity conversion factors

   By Guest JM123, March 11, 2013   

   • UP-1984 Tables
   • 7 replies
   • 4k views
   • 
   • tymesup
   • March 12, 2013

5. Demutualization Proceeds on Terminated Plans

   By MGB, February 5, 2002
   • 10 replies
   • 4k views
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   • Guest
   • June 7, 2002

6. 404(a)(7)

   By Penman2006, May 5, 2008
   • 18 replies
   • 4k views
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   • Blinky the 3-eyed Fish
   • July 1, 2008

7. Vesting in Cash Balance Plans

   By zimbo, March 19, 2008
   • 3 replies
   • 4k views
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   • zimbo
   • March 19, 2008

8. DB/DC Combo - 5% to 7.5% Gateway

   By John Feldt ERPA CPC QPA, June 5, 2008
   • 6 replies
   • 4k views
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   • Guest
   • February 13, 2009

9. STANDARD MORTALITY TABLE

   By Guest draper, May 15, 2003
   • 14 replies
   • 4k views
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   • Mike Preston
   • February 5, 2010

10. Definition of Participant for Form 5500/Sch B

    By flosfur, September 9, 2008
    • 6 replies
    • 4k views
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    • tymesup
    • September 10, 2008

11. Pension Funding Relief

    By Guest OUCH, March 20, 2006
    • 17 replies
    • 4k views
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    • Guest
    • June 5, 2006

12. Required Minimum Distribution (0% Vested)

    By emmetttrudy, December 28, 2011
    • 5 replies
    • 4k views
    • 
    • Tom Poje
    • December 28, 2011

13. Maximum Legal Vesting Period for Part Time Employees?

    By Guest Cindy00000000, April 26, 2002
    • 3 replies
    • 4k views
    • 
    • david rigby
    • April 26, 2002

14. QSERP Question

    By Guest CKING1, May 27, 2005
    • 4 replies
    • 4k views
    • 
    • AndyH
    • September 18, 2006

15. Interest Rate for Normal Cost Calculation

    By Guest Bob_DB, April 7, 2005
    • 28 replies
    • 3.9k views
    • 
    • Guest
    • April 15, 2005

16. Coverage testing on defined benefit plan

    By Guest forum4, May 6, 2004
    • 9 replies
    • 3.9k views
    • 
    • Guest
    • May 25, 2004

17. Carve-out DB Plan

    By QNPG, February 10, 2011
    • 18 replies
    • 3.9k views
    • 
    • shERPA
    • April 27, 2012

18. Suspension of Benefits Notice Not Provided

    By Guest jpadavic, October 30, 2012
    • 13 replies
    • 3.9k views
    • 
    • Effen
    • November 1, 2012

19. AFTAP, Restrictions, EOY Vals, Plans < 5 Yrs. Old

    By Penman2006, January 3, 2008
    • 20 replies
    • 3.9k views
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    • Penman2006
    • February 2, 2008

20. Pension Income (distributions) subject to FICA

    By JAY21, March 17, 2010
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • May 4, 2010

21. Retroactive amendments to increase benefits

    By Belgarath, July 13, 2006
    • 4 replies
    • 3.9k views
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    • Belgarath
    • July 13, 2006

22. IBM case is reversed on appeal

    By Guest mjb, August 8, 2006
    • 20 replies
    • 3.9k views
    • 
    • Guest
    • August 18, 2006

23. Filing deadline for 5500 with short plan year

    By Kimberly Valentine-Pierrot, September 4, 2020   

    • final/short plan year
    • 8 replies
    • 3.9k views
    • 
    • Kimberly Valentine-Pierrot
    • September 8, 2020

24. Top heavy and excluded employees

    By SteveH, January 12, 2007
    • 10 replies
    • 3.9k views
    • 
    • SteveH
    • January 15, 2007

25. Mortality Tables - very useful program

    By mwyatt, August 26, 2002
    • 6 replies
    • 3.9k views
    • 
    • david rigby
    • September 1, 2004

26. 419(e) welfare benefit plan deduction limit (life insurance only plan)

    By Gary, August 9, 2005
    • 7 replies
    • 3.9k views
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    • Ron Snyder
    • August 25, 2005

27. Schedule SB in Year of Plan Termination

    By Pension RC, January 9, 2014
    • 8 replies
    • 3.9k views
    • 
    • Hojo
    • February 6, 2014

28. Joint vs individual DB annuities -- actuarial adjustments

    By Guest brown, September 21, 1998
    • 5 replies
    • 3.9k views
    • 
    • Larry M
    • September 23, 1998

29. Forfeiture in a defined benefit plan

    By gle318612, July 14, 2009
    • 1 reply
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2009

30. Allocation of excess assets in a terminated DB plan

    By Blinky the 3-eyed Fish, October 21, 2003
    • 6 replies
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 21, 2003

31. QPSA- Form other than 50%

    By Guest jfreeborn, July 20, 2010
    • 9 replies
    • 3.9k views
    • 
    • AndyH
    • July 21, 2010

32. Overfunded DB Plan

    By JBones, June 3, 2010
    • 8 replies
    • 3.9k views
    • 
    • JAY21
    • June 29, 2010

33. Average benefit % of General Test and 401(k)

    By flosfur, October 3, 2008
    • 8 replies
    • 3.9k views
    • 
    • AndyH
    • January 21, 2009

34. Pre 62 normal retirement age plans

    By jkdoll2, June 19, 2009
    • 8 replies
    • 3.9k views
    • 
    • david rigby
    • June 24, 2009

35. Variable Defined Benefit Plan

    By Rai401k, August 11, 2010
    • 13 replies
    • 3.9k views
    • 
    • david rigby
    • May 8, 2013

36. Annual Funding Notice - When Due?

    By tuni88, October 21, 2010
    • 13 replies
    • 3.8k views
    • 
    • tuni88
    • October 25, 2010

37. Minimum under 417(e) in 2008

    By John Feldt ERPA CPC QPA, February 11, 2008
    • 15 replies
    • 3.8k views
    • 
    • Mike Preston
    • January 14, 2009

38. DB participation

    By Guest lerieleech, October 3, 2006
    • 21 replies
    • 3.8k views
    • 
    • figure 8
    • February 9, 2016

39. 401(h)

    By JimK, January 12, 2018   

    • overfunded db plan
    • 9 replies
    • 3.8k views
    • 
    • Larry Starr
    • January 15, 2018

40. Naming a non-spouse as beneficiary as part of J&S

    By AdKu, May 29, 2018   

    • naming a non-spouse as beneficiary as part of j&s
    • 11 replies
    • 3.8k views
    • 
    • CLE Pension
    • February 19, 2021

41. 415 limits

    By FAPInJax, September 16, 2004
    • 20 replies
    • 3.8k views
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    • SoCalActuary
    • October 4, 2004

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

    By SSRRS, November 6, 2018
    • 12 replies
    • 3.8k views
    • 
    • thepensionmaven
    • October 23, 2020

43. Change to PPA 417(e)

    By Penman2006, September 23, 2009
    • 9 replies
    • 3.8k views
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    • Penman2006
    • September 28, 2009

44. 415 application when lump summing deferred annuity

    By Andy the Actuary, December 23, 2009
    • 27 replies
    • 3.8k views
    • 
    • Andy the Actuary
    • September 7, 2010

45. Non-sex discriminatory mortality tables

    By rocknrolls2, August 21
    • 4 replies
    • 3.8k views
    • 
    • david rigby
    • August 22

46. Nondeductible contribution to sole proprietor DB plan

    By Guest Pennysaver, September 9, 2011
    • 8 replies
    • 3.8k views
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    • Belgarath
    • November 14, 2011

47. Quarterly Contributions/2008 Schedule SB

    By JAY21, March 12, 2009
    • 20 replies
    • 3.8k views
    • 
    • Guest
    • April 28, 2009

48. Plan Disqualification

    By Gary, July 31, 2008
    • 8 replies
    • 3.8k views
    • 
    • Guest
    • August 19, 2008

49. Suspension of benefits in a cash balance plan

    By Macuus, March 4, 2015
    • 10 replies
    • 3.8k views
    • 
    • AndyH
    • March 5, 2015

50. RPA rates for 2006

    By Effen, August 8, 2006
    • 22 replies
    • 3.8k views
    • 
    • SoCalActuary
    • August 28, 2006