Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. HATFA §2003(c) Amendment Deadline

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

2. HATFA guidance issued

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

3. HATFA segment rates

   By david rigby, September 16, 2016
   • 0 replies
   • 1.2k views
   • 
   • david rigby
   • September 16, 2016

4. HCE determination for the first Plan Year

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

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

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

6. HCE excluded from allocation

   By Jakyasar, November 22, 2023
   • 9 replies
   • 1k views
   • 
   • CuseFan
   • November 29, 2023

7. HCE Nuttyness

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

8. HCE Owner received RMDS while working, then retired and received a Lump Sum

   By CharlesLeggette, January 18, 2017
   • 1 reply
   • 587 views
   • 
   • Calavera
   • January 18, 2017

9. HCE restrictions under Treas. Reg. 1.401(a)(4)-5

   By JAY21, October 3, 2008
   • 6 replies
   • 2.6k views
   • 
   • david rigby
   • October 7, 2008

10. HCE was restricted, until plan funded status improved

    By John Feldt ERPA CPC QPA, April 5, 2011
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • April 5, 2011

11. HEART, USERRA, and Differential Wage Payments

    By Guest ebenefits, January 3, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 3, 2011

12. heinz 2005-23

    By Guest JBeck, July 14, 2005
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • July 14, 2005

13. Heinz/Rev. Proc. 2005-23

    By Randy Watson, April 21, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 21, 2005

14. Help for a newbie

    By Guest Biggie, March 3, 2008
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • March 5, 2008

15. Help Interpreting LR Increase

    By mwyatt, June 7, 2005
    • 12 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 8, 2005

16. Help needed (quickly) re 2/3rd rule for life insurance in DB plans

    By Ilene Ferenczy, April 12, 2024
    • 5 replies
    • 594 views
    • 
    • Effen
    • April 15, 2024

17. Help Needed. Deductibility question from a 'civilian'.

    By robbie, September 1, 2004
    • 25 replies
    • 2.7k views
    • 
    • robbie
    • September 9, 2004

18. Help on PBGC guarantees

    By Guest DBPension, April 30, 2009
    • 4 replies
    • 1k views
    • 
    • tymesup
    • May 1, 2009

19. Help on Target Benefit Plan Calculation

    By AdKu, July 9, 2020
    • 5 replies
    • 1.2k views
    • 
    • AdKu
    • July 14, 2020

20. Help PLease!

    By Guest Doogie61, September 9, 2009
    • 6 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • September 27, 2009

21. Help wanted: FAS 106 work

    By ScottR, June 19, 2009
    • 0 replies
    • 905 views
    • 
    • ScottR
    • June 19, 2009

22. HELP! HCE leaving Underfunded Plan

    By Guest jgordon, March 23, 2004
    • 3 replies
    • 1.1k views
    • 
    • ishi
    • March 24, 2004

23. Here's My Story -- It's Sad But True

    By Andy the Actuary, April 21, 2013
    • 4 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • April 22, 2013

24. High 25 - Union Plan?

    By SadieJane, October 11, 2024
    • 2 replies
    • 553 views
    • 
    • SadieJane
    • October 11, 2024

25. High 25 Lump Sum Restriction for Terminating Plan?

    By hollywood, June 13, 2019
    • 2 replies
    • 1k views
    • 
    • CuseFan
    • June 13, 2019

26. High-3 415 Limit

    By JAY21, October 7, 2009
    • 1 reply
    • 1k views
    • 
    • David MacLennan
    • October 7, 2009

27. Highest Age to Start DB Plan

    By Pension RC, September 8, 2013
    • 7 replies
    • 1.2k views
    • 
    • FAPInJax
    • September 13, 2013

28. highest early rule...rationale for and "how to/when to" do

    By gle318612, June 18, 2015   

    • highest early rule in DB FAE
    • 2 replies
    • 1.8k views
    • 
    • Effen
    • June 23, 2015

29. Highly Compensated Former Employee and Plan Term

    By CarolineK, February 13, 2013
    • 18 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • February 15, 2013

30. Highly Compensated Former Employee on Form 6088

    By Pension RC, March 2, 2022
    • 1 reply
    • 562 views
    • 
    • CuseFan
    • March 2, 2022

31. Highway to You No Where

    By Andy the Actuary, June 30, 2012
    • 4 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • July 2, 2012

32. Historic 415 Post-Separataion COLAs

    By Guest HarveyC, February 26, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 28, 2002

33. Historic Moody's Aa Rates

    By ishi, June 19, 2002
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • August 15, 2002

34. Historical Wages for DB pension

    By justasking, May 21, 2015
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • May 21, 2015

35. History of Pensions

    By Gary, November 22, 2000
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • December 4, 2000

36. Holding Data for Ransom

    By Rball4, June 18, 2016
    • 11 replies
    • 2.2k views
    • 
    • Peter Gulia
    • June 23, 2016

37. Hoping this makes sense....Change eligibility?

    By Bri, February 15, 2019
    • 2 replies
    • 511 views
    • 
    • Bri
    • February 16, 2019

38. Hours for Accrual Service vs. Vesting Service

    By metsfan026, September 10, 2021
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • September 12, 2021

39. Hours of Service

    By Guest cafeaulait08, August 5, 2005
    • 7 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • August 6, 2005

40. Hours of Service Question

    By jpod, February 21, 2010
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 21, 2010

41. House passed pension bill

    By Effen, December 11, 2008
    • 12 replies
    • 1.8k views
    • 
    • AndyH
    • December 15, 2008

42. Household employee

    By Gary, January 18, 2010
    • 6 replies
    • 3.8k views
    • 
    • D Syrett
    • January 19, 2010

43. How are GATT interest rates determined? Is there a website that lists

    By Guest mary walsh, November 2, 2000
    • 9 replies
    • 19k views
    • 
    • david rigby
    • January 11, 2001

44. How are people handling this?

    By Guest tintree73, December 12, 2005
    • 4 replies
    • 1.5k views
    • 
    • SoCalActuary
    • December 13, 2005

45. How Big Should the Cover Be?

    By Andy the Actuary, December 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • dmb
    • December 15, 2008

46. How can a participant's estate close if the DB plan insists on paying installments to the estate?

    By katieinny, May 23, 2011
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • May 23, 2011

47. How can we find missing beneficiaries (life insurance and defined bene

    By Guest B Husani, November 30, 1999
    • 3 replies
    • 2k views
    • 
    • david rigby
    • December 2, 1999

48. How do 415 limits apply in a preretirement survivor situation of two different fae db plan benefits?

    By gle3186, June 25, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2004

49. How do break in service rules apply to service pre-ERISA?

    By chris, March 13, 2000
    • 3 replies
    • 3.2k views
    • 
    • chris
    • March 16, 2000

50. How do I appeal the automatic enrollment for cash balanced retirement

    By Guest tebutler, September 12, 2000
    • 2 replies
    • 1.6k views
    • 
    • Larry M
    • September 14, 2000