Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Govermental DB Plans

   By Fisher, October 30, 2012
   • 3 replies
   • 851 views
   • 
   • Effen
   • October 30, 2012

2. Government Pick-Ups

   By LIBOR, March 10, 2003
   • 1 reply
   • 966 views
   • 
   • david rigby
   • March 12, 2003

3. Government plan employee group wants their share of unallocated fund transferred to 401(k) plan

   By Guest DBtech, May 20, 2005
   • 3 replies
   • 1.5k views
   • 
   • mbozek
   • May 23, 2005

4. Governmental DB plan - hypothetical problems

   By Belgarath, June 16, 2016
   • 6 replies
   • 1.1k views
   • 
   • My 2 cents
   • June 16, 2016

5. Grandfathered 415 Accrued Benefit

   By Guest merlin, July 30, 2008
   • 8 replies
   • 1.9k views
   • 
   • ak2ary
   • August 5, 2008

6. Grandfathered benefit

   By JBones, June 2, 2011
   • 3 replies
   • 1.7k views
   • 
   • david rigby
   • June 2, 2011

7. Grandfathered Benefits-Final 415 regs

   By JAY21, March 18, 2008
   • 0 replies
   • 930 views
   • 
   • JAY21
   • March 18, 2008

8. Grandfathering & PIA offset

   By David, September 11, 2000
   • 3 replies
   • 2.7k views
   • 
   • AndyH
   • September 11, 2000

9. Grandfathering Actuarial Equivalence

   By David MacLennan, May 9, 2003
   • 6 replies
   • 2.1k views
   • 
   • Mike Preston
   • May 13, 2003

10. Grandfathering Pre-Final Reg 415 Benefit

    By Guest merlin, December 4, 2007
    • 12 replies
    • 1.3k views
    • 
    • Guest
    • December 7, 2007

11. Granting Service

    By Guest Grumpy456, November 14, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 15, 2005

12. Gray Book 2005

    By david rigby, October 1, 2004
    • 3 replies
    • 2.6k views
    • 
    • david rigby
    • November 12, 2004

13. Gray Book for 2004

    By david rigby, December 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • December 30, 2003

14. Gray Book from Enrolled Actuaries Meeting

    By Guest L337pwner5, September 22, 2009
    • 4 replies
    • 9.1k views
    • 
    • david rigby
    • September 22, 2009

15. Gray Book Reliance and the PBGC

    By AndyH, March 31, 2004
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • April 1, 2004

16. Greater of FAP or CB Plan

    By Guest Astro, August 14, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 14, 2006

17. Guaranteed return

    By Narith, May 29, 2019
    • 8 replies
    • 826 views
    • 
    • david rigby
    • May 30, 2019

18. Guidance on waiver of 2009 minimum required distributions

    By Guest HRAdvisor, June 18, 2009
    • 10 replies
    • 1.2k views
    • 
    • Slider
    • June 19, 2009

19. guild benefits

    By Gary, June 22, 2012
    • 6 replies
    • 1.8k views
    • 
    • Gary
    • August 2, 2012

20. Guild Plan

    By jane murray, December 18, 2019
    • 6 replies
    • 1.5k views
    • 
    • jane murray
    • December 20, 2019

21. GUST & EGTRRA restatements

    By Guest Ray Williams, February 11, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 12, 2002

22. GUST Amendments for Terminating DB Plan

    By Hoard1, January 10, 2000
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • January 10, 2000

23. GUST Restatement Deadline

    By Guest pension222, August 28, 2001
    • 5 replies
    • 3k views
    • 
    • David
    • August 30, 2001

24. H.R. 1779Will this have impact to DB Plans?

    By Guest fcdeacy, April 26, 2004
    • 1 reply
    • 945 views
    • 
    • david rigby
    • April 27, 2004

25. H.R. 3108 What happens if this passes and is signed by W?

    By AndyH, April 8, 2004
    • 5 replies
    • 1.2k views
    • 
    • AndyH
    • April 9, 2004

26. H.R. 3868

    By mwyatt, October 30, 2007
    • 3 replies
    • 1.2k views
    • 
    • mwyatt
    • October 30, 2007

27. H&W - separate businesses - one plan?

    By truphao, February 8, 2024
    • 8 replies
    • 810 views
    • 
    • truphao
    • February 8, 2024

28. Halting pension payments

    By dmwe, December 21, 2010
    • 4 replies
    • 1.2k views
    • 
    • dmwe
    • December 22, 2010

29. Handy Reference

    By Andy the Actuary, December 20, 2007
    • 0 replies
    • 946 views
    • 
    • Andy the Actuary
    • December 20, 2007

30. Happy Days Are Here Again

    By Andy the Actuary, September 11, 2012
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • September 11, 2012

31. Happy Holidays to all the Benefitslink gang!

    By Effen, December 24, 2014
    • 6 replies
    • 963 views
    • 
    • Belgarath
    • January 1, 2015

32. Hard freeze, no further accruals, but late retirement "adjustments"?

    By Belgarath, January 30, 2015
    • 8 replies
    • 3.5k views
    • 
    • Andy the Actuary
    • February 2, 2015

33. Hard to value assets in one-man plan

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

34. Hard-frozen top-heavy defined benefit plans

    By My 2 cents, January 26, 2016   

    • Hard-freezing average comp
    • 6 replies
    • 1.9k views
    • 
    • tymesup
    • February 17, 2016

35. hardship withdrawals

    By Guest Do, April 11, 2003
    • 5 replies
    • 2.4k views
    • 
    • mbozek
    • April 12, 2003

36. Harm from de-risking?

    By My 2 cents, February 6, 2015
    • 12 replies
    • 2.3k views
    • 
    • mbozek
    • February 12, 2015

37. Has anyone an opinin on or experience with converting a 412i into a tr

    By Guest NPaleveda, April 6, 2001
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • April 6, 2001

38. Has anyone been through a recent DOL audit on plan expenses?

    By Guest Scaf, December 14, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 14, 2000

39. Has anyone done an SAR for a 412(i) plan?

    By Guest, December 8, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 8, 2000

40. Has anyone else ever had the following situation: freeze participation

    By John A, March 24, 2000
    • 11 replies
    • 2.6k views
    • 
    • John A
    • March 29, 2000

41. Has anyone heard of Genesys?

    By Guest new2taxes, July 22, 2010
    • 0 replies
    • 949 views
    • 
    • Guest
    • July 22, 2010

42. Has Seventh District Court of Appeals ruled on ERISA preemption of post-distribution lawsuits?

    By pwitt, April 17, 2024
    • 11 replies
    • 1.5k views
    • 
    • Peter Gulia
    • April 21, 2024

43. Has the 412(d)(2) issue ever been solved?

    By Dougsbpc, December 11, 2014
    • 3 replies
    • 969 views
    • 
    • Andy the Actuary
    • December 11, 2014

44. HATFA

    By JAY21, November 18, 2014   

    • Use for 110% HCE Calc ?
    • 2 replies
    • 951 views
    • 
    • My 2 cents
    • November 18, 2014

45. HATFA §2003(c) Amendment Deadline

    By TheoDawg, October 11, 2018
    • 0 replies
    • 661 views
    • 
    • TheoDawg
    • October 11, 2018

46. HATFA guidance issued

    By tymesup, September 11, 2014
    • 5 replies
    • 1.6k views
    • 
    • dmb
    • September 15, 2014

47. HATFA segment rates

    By david rigby, September 16, 2016
    • 0 replies
    • 1.1k views
    • 
    • david rigby
    • September 16, 2016

48. HCE determination for the first Plan Year

    By flosfur, December 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • December 22, 2004

49. HCE exception for 401(a)(26)?

    By Guest FredReilly, December 28, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 1, 2001

50. HCE excluded from allocation

    By Jakyasar, November 22, 2023
    • 9 replies
    • 985 views
    • 
    • CuseFan
    • November 29, 2023