Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Taking distributions from a defined benefit plan with early retirement

   By Guest Karri, April 21, 2000
   • 1 reply
   • 1.4k views
   • 
   • AndyH
   • April 23, 2000

2. Unit Credit/PPA funding

   By tymesup, January 3, 2008
   • 4 replies
   • 1.4k views
   • 
   • tymesup
   • January 4, 2008

3. 412(i) Plan Subject to 401(a)(26)

   By JRN, April 12, 2007
   • 1 reply
   • 1.4k views
   • 
   • SoCalActuary
   • April 12, 2007

4. Contribution made after 9/15

   By amoy, September 3, 2014   

   • Minimum funding deadline
   • 3 replies
   • 1.4k views
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   • amoy
   • September 3, 2014

5. val reports and AFTAP certifications

   By Draper55, May 9, 2012
   • 3 replies
   • 1.4k views
   • 
   • Mike Preston
   • May 9, 2012

6. Taking two tax deductions in one plan year.

   By Guest TracyAndrews, February 6, 2001
   • 1 reply
   • 1.4k views
   • 
   • LIBOR
   • February 10, 2001

7. EGTRRA Restatement

   By retbenser, July 19, 2012
   • 4 replies
   • 1.4k views
   • 
   • frizzyguy
   • August 9, 2012

8. Can you split up a Multi Employer Union Plan?

   By CTipper, July 17, 2007
   • 3 replies
   • 1.4k views
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   • CTipper
   • July 18, 2007

9. Funding for LS

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

10. Overfunded, Termination and a wacky idea . . .

    By Guest jvgatty, August 6, 2013
    • 6 replies
    • 1.4k views
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    • jpod
    • August 7, 2013

11. What's frozen in 1998 'frozen' pension offer?

    By Guest jdubya, May 20, 2003
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • July 8, 2003

12. Annual Funding Notice

    By dmb, January 18, 2013   

    • Considering MAP-21
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 18, 2013

13. Former employee's rights to plan documents

    By Alonzo, April 4, 2000
    • 2 replies
    • 1.4k views
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    • richard
    • April 5, 2000

14. Appropriate early retirement factor

    By Gary, April 14, 2000
    • 0 replies
    • 1.4k views
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    • Gary
    • April 14, 2000

15. Reduce Benefit for Prior Lump Sum

    By jwb0323, October 19, 2015
    • 12 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 2, 2015

16. Cash Balance interest credit reduction

    By AndyH, February 1, 2012
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • February 2, 2012

17. Normal Retirement Age

    By John Feldt ERPA CPC QPA, May 11, 2009
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 11, 2009

18. Pension Equity Plan

    By Guest cosmo01, June 18, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 18, 2003

19. Earning a Future Benefit after Being Paid the 415 Lump Sum Limit

    By Pension RC, October 27, 2013   

    • 415 Lump Sum Limit
    • 5 replies
    • 1.4k views
    • 
    • Calavera
    • October 29, 2013

20. Plan with no actives

    By FAPInJax, May 12, 2003
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • May 12, 2003

21. Should GUST Amendment be made now?

    By Guest Cal, November 21, 1999
    • 4 replies
    • 1.4k views
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    • mwyatt
    • November 23, 1999

22. Distress termination

    By Guest JBeck, August 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • August 12, 2003

23. Funding for a Projected Top Heavy Benefit

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

24. Frozen DB

    By thepensionmaven, September 4, 2010
    • 5 replies
    • 1.4k views
    • 
    • chc93
    • September 7, 2010

25. covered comp and applicable mortality table

    By Draper55, January 30, 2015
    • 6 replies
    • 1.4k views
    • 
    • My 2 cents
    • February 4, 2015

26. QDRO logistics

    By Gary, August 11, 2009
    • 6 replies
    • 1.4k views
    • 
    • J Simmons
    • September 26, 2009

27. flip flop funding

    By Guest, July 11, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 11, 2000

28. Faster vesting for group of employees

    By Guest Etseq, October 17, 2006
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • October 18, 2006

29. Reasonable Funding Methods

    By Guest Ken Houck, February 22, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 25, 2000

30. Lumpsum Distribution Options

    By Guest tomaney, March 11, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 12, 2002

31. Reduction in benefits under PBGC

    By mbozek, October 5, 2004
    • 6 replies
    • 1.4k views
    • 
    • mwyatt
    • October 7, 2004

32. money purchase plan (401k) for foreigner

    By Guest pinocchio, November 8, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 8, 2001

33. PPA Quarterlies and FSCOB

    By Andy the Actuary, November 22, 2008
    • 8 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • November 24, 2008

34. Repaying Pension Benefit to get service reinstated

    By Guest fcdeacy, March 20, 2007
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • March 20, 2007

35. Verifying Retirees are not Deceased

    By emmetttrudy, February 15, 2012
    • 4 replies
    • 1.4k views
    • 
    • emmetttrudy
    • February 15, 2012

36. New PPA interest rates - ETA?

    By AndyH, March 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • FAPInJax
    • March 30, 2007

37. 25% Deduction Limit for DC Plan as part of combo

    By emmetttrudy, October 18, 2019
    • 2 replies
    • 1.4k views
    • 
    • emmetttrudy
    • October 18, 2019

38. Sample letter - 10 year certain only coming to an end

    By AdKu, September 30, 2016   

    • Sample letter optional FOB
    • 12 replies
    • 1.4k views
    • 
    • AndyH
    • October 6, 2016

39. Cash Balance Conversion

    By nancy, September 10, 2007
    • 3 replies
    • 1.4k views
    • 
    • tymesup
    • September 12, 2007

40. EA Meeting 2005

    By david rigby, April 1, 2005
    • 5 replies
    • 1.4k views
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    • david rigby
    • April 7, 2005

41. determination letter filing

    By Belgarath, May 8, 2006
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 8, 2006

42. Non-Profit Enties-special opportunities

    By JAY21, November 29, 2005
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • December 1, 2005

43. Gray Book Reliance and the PBGC

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

44. Wtc

    By Guest Laura, September 24, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 25, 2001

45. Maximum Deductible CoOntribution

    By emmetttrudy, April 15, 2010
    • 5 replies
    • 1.4k views
    • 
    • tymesup
    • July 30, 2012

46. Restricted Distributions (AFTAP < 80%)

    By JAY21, June 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • June 5, 2008

47. Does top-heavy 415(e) buy-back using DC plan require 4%(Code) or 7.5%

    By John A, November 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • mwyatt
    • November 17, 1999

48. Defined Benefit Plans

    By Guest Julie, March 27, 2003
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 28, 2003

49. Stand Alone Software for (a)(4) Testing

    By LIBOR, June 10, 2005
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • June 14, 2005

50. Excluding People By Name

    By goldtpa, March 30, 2010
    • 6 replies
    • 1.4k views
    • 
    • SoCalActuary
    • March 30, 2010