Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Deduction Issues

   By dmb, January 7, 2003
   • 9 replies
   • 1.4k views
   • 
   • MGB
   • January 8, 2003

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

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

3. cash balance conversion

   By Guest MC2, April 3, 2007
   • 5 replies
   • 1.4k views
   • 
   • SoCalActuary
   • April 4, 2007

4. Reasonable Funding Methods

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

5. Annual Funding Notice

   By dmb, January 18, 2013   

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

6. Frozen DB Plan

   By Guest bjfgfg, April 26, 2007
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • April 27, 2007

7. Restricted Distributions (AFTAP < 80%)

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

8. 412(i) Plan Subject to 401(a)(26)

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

9. ASC - meaningful benefits

   By jmartin, February 15, 2023
   • 6 replies
   • 1.4k views
   • 
   • david rigby
   • February 26, 2023

10. flip flop funding

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

11. Funding Target Calculation

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

12. Faster vesting for group of employees

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

13. Cash Balance: Maximum deduction after 10 years

    By retbenser, December 23, 2010
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • December 24, 2010

14. Reduction in benefits under PBGC

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

15. Cash Balance Interest & Muslims

    By Nate S, October 4, 2021   

    • cash balance
    • interest
    • (and 1 more)

      Tagged with:

      • cash balance
      • interest
      • exclusions
    • 7 replies
    • 1.4k views
    • 
    • CuseFan
    • October 6, 2021

16. Pension Equity Plan

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

17. Excise Tax on Termination of Cash Balance Plan

    By dmwe, December 8, 2009
    • 4 replies
    • 1.4k views
    • 
    • ScottR
    • December 9, 2009

18. Distress termination

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

19. Defined Benefit Plans

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

20. Funding for a Projected Top Heavy Benefit

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

21. The MRC in an Overfunded, Terminating

    By JButtrick, March 8, 2012
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • March 23, 2012

22. Sponsor of overfunded DB plan looking for a company with an underfunded DB plan to merge with or sell to

    By Ilene Ferenczy, October 7, 2024
    • 7 replies
    • 1.4k views
    • 
    • AndyH
    • October 17, 2024

23. Plan Freeze for Selected Participants

    By Guest mingblue, September 8, 2008
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • September 9, 2008

24. QDRO logistics

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

25. initial recognition of FAS 87 for non-US Plan

    By Guest buyertoday, May 15, 2003
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • May 15, 2003

26. Non-Profit Enties-special opportunities

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

27. money purchase plan (401k) for foreigner

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

28. Cash Balance Conversion

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

29. Repaying Pension Benefit to get service reinstated

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

30. 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

31. 401(a)(26)

    By RLR, December 21, 2014
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 23, 2014

32. Lumpsum Distribution Options

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

33. New PPA interest rates - ETA?

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

34. 415 annuity factor

    By JAY21, December 17, 2009
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 22, 2009

35. Maximum Deductible CoOntribution

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

36. 15-day Special Notice Period for 204(h) Notices in Connection with Business Transaction

    By 401 Chaos, April 8, 2021
    • 3 replies
    • 1.4k views
    • 
    • 401 Chaos
    • April 19, 2021

37. PPA Quarterlies and FSCOB

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

38. determination letter filing

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

39. Retro disability AFTAP < 60

    By Effen, October 14, 2011
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • October 21, 2011

40. Life Insurance in a DB Plan

    By Madison71, January 13, 2010
    • 7 replies
    • 1.4k views
    • 
    • Madison71
    • January 14, 2010

41. Prior DB related problem

    By flosfur, March 17, 2004
    • 2 replies
    • 1.4k views
    • 
    • flosfur
    • March 19, 2004

42. Wtc

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

43. Active participant withdrawal from DC rollover in DB plan allowed?

    By Manatee, June 19, 2018   

    • rollover
    • withdrawal
    • 5 replies
    • 1.4k views
    • 
    • Draper55
    • July 6, 2018

44. Annuity Contracts in 412i plans

    By Guest Mark Draa, March 23, 2004
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • March 25, 2004

45. OBRA bases after 1998

    By Guest Trapatsos, September 3, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 3, 1999

46. In Service Distribution due to DB Plan Termination

    By smm, November 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • smm
    • November 14, 2003

47. EA Meeting 2005

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

48. What Is the Accrued Benefit

    By Andy the Actuary, June 23, 2010
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 24, 2010

49. 412(e) software

    By Guest CWM, June 14, 2012
    • 4 replies
    • 1.4k views
    • 
    • Doghouse
    • June 14, 2012

50. Rate of Return for Credit Balances Adjustment

    By Calavera, May 5, 2014
    • 8 replies
    • 1.4k views
    • 
    • Calavera
    • May 6, 2014