Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. ARP Modifications to Annual Funding Notice

   By John314, March 29, 2022
   • 3 replies
   • 910 views
   • 
   • Bri
   • April 8, 2022

2. The pitfalls (?) of defined benefit plans; commentary about recent art

   By Dave Baker, November 30, 2001
   • 3 replies
   • 1.9k views
   • 
   • mwyatt
   • November 30, 2001

3. Multiple DB Plans

   By Guest naveen, February 19, 2010
   • 3 replies
   • 1.1k views
   • 
   • SoCalActuary
   • February 20, 2010

4. unrounded limits

   By Dinosaur, October 28, 2010
   • 3 replies
   • 2.9k views
   • 
   • david rigby
   • November 16, 2010

5. Is a one person (self-employed) defined benefit plan subject to required quarterly contributions?

   By Guest Turtle_01, September 29, 2003
   • 3 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • September 30, 2003

6. 75% QOSA

   By Miner88, October 22, 2008
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • October 28, 2008

7. Combined plan deduction limit

   By Gary, November 19, 2009
   • 3 replies
   • 3.6k views
   • 
   • emmetttrudy
   • November 19, 2009

8. Is an offset plan the best here?

   By rcline46, June 11, 2010
   • 3 replies
   • 1.1k views
   • 
   • rcline46
   • June 14, 2010

9. TH and Gateway Distribution

   By retbenser, January 28, 2011
   • 3 replies
   • 903 views
   • 
   • SoCalActuary
   • January 28, 2011

10. Projecting Retirement Age

    By dmb, December 2, 2003
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • December 2, 2003

11. Actuarial Equivalence and 411(d)(6)

    By Guest KennyH, March 12, 2008
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 13, 2008

12. Post-NRA Actuarial Increases

    By Guest Jayco, September 26, 2008
    • 3 replies
    • 1.6k views
    • 
    • mwyatt
    • September 29, 2008

13. Cash Balance Plan - Court Case

    By david rigby, September 27, 2001
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • September 27, 2001

14. Reducing Benefit

    By Dougsbpc, May 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 30, 2006

15. AFTAP Certification

    By JAY21, October 29, 2007
    • 3 replies
    • 2k views
    • 
    • FAPInJax
    • October 31, 2007

16. Incidental Death Benefit

    By retbenser, January 30, 2011
    • 3 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • February 12, 2011

17. Mortality Table

    By Pension RC, September 1, 2013
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • September 3, 2013

18. Cash Balance Plan with 3% Safe Harbor 401k and X-tested PS plan.

    By dmb, October 20, 2003
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • October 21, 2003

19. How Big Should the Cover Be?

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

20. 2008 Schedule SB Instructions?

    By carrots, February 3, 2009
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • February 3, 2009

21. 71 TPF&C moprtality table

    By Gary, September 27, 2001
    • 3 replies
    • 2.1k views
    • 
    • MGB
    • September 27, 2001

22. PBGC variable rate

    By FAPInJax, July 9, 2003
    • 3 replies
    • 1k views
    • 
    • mwyatt
    • July 11, 2003

23. Change of Funding Method - Year of Takeover and Thereafter

    By Guest merlin, June 17, 2004
    • 3 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2004

24. Revised/Corrected AFTAP

    By JAY21, May 7, 2008
    • 3 replies
    • 2.1k views
    • 
    • JAY21
    • May 8, 2008

25. Invest in gold?

    By gregburst, July 22, 2024
    • 3 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • July 23, 2024

26. Cash Balance Sample Document

    By David MacLennan, April 15, 2003
    • 3 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • May 11, 2003

27. 2 Year PS Eligibility for DB/DC Combo

    By emmetttrudy, June 3, 2013
    • 3 replies
    • 1.5k views
    • 
    • emmetttrudy
    • June 13, 2013

28. In-kind contribution to DB plan

    By Guest Michael Spaid, May 19, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 9, 1999

29. H.R. 3868

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

30. Is my plan TH?

    By truphao, November 26, 2023
    • 3 replies
    • 516 views
    • 
    • truphao
    • November 27, 2023

31. Adding to Prefunding Balance

    By Dougsbpc, September 26, 2009
    • 3 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • September 27, 2009

32. Accrual in Year of Termination

    By Dougsbpc, May 21, 2012
    • 3 replies
    • 1k views
    • 
    • Dougsbpc
    • May 23, 2012

33. PBGC Annual Premium Payment Letters - peeve

    By mwyatt, June 20, 2018
    • 3 replies
    • 820 views
    • 
    • figure 8
    • July 16, 2018

34. No shortfall amortization schedule

    By SSRRS, February 4, 2025
    • 3 replies
    • 757 views
    • 
    • Lou S.
    • February 6, 2025

35. Projected Unit Credit

    By FAPInJax, January 24, 2003
    • 3 replies
    • 2.9k views
    • 
    • FAPInJax
    • January 27, 2003

36. Restricted Lump Sum

    By Pension RC, May 1, 2014
    • 3 replies
    • 1.4k views
    • 
    • My 2 cents
    • May 1, 2014

37. "suspension of benefits"

    By Belgarath, March 18, 2019
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • March 18, 2019

38. Seeking Good Definition of Disability for DB PLan

    By Guest Jim Edens, May 28, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 12, 1999

39. Definition of Compensation

    By Gary, December 20, 2001
    • 3 replies
    • 2k views
    • 
    • AndyH
    • December 20, 2001

40. Pension funding relief

    By Gary, July 8, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2011

41. Excise Tax On DB Plan Reversions

    By Andy the Actuary, August 14, 2014
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • August 14, 2014

42. 412 Amendment Base

    By LIBOR, May 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 12, 2004

43. Discrimination on Cashing Out DB Pension Plans

    By Guest moginsberg, February 2, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • February 3, 2004

44. Cash Balance Termination and Restart

    By AndyH, January 25, 2010
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • January 25, 2010

45. Late Retirement Benefit

    By Dinosaur, March 12, 2013
    • 3 replies
    • 3.1k views
    • 
    • tymesup
    • March 14, 2013

46. 204(h) Notice

    By AdKu, March 28, 2020
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • April 3, 2020

47. What is reasonable COLA assumption for lump sum

    By Gary, June 29, 2000
    • 3 replies
    • 2.7k views
    • 
    • david rigby
    • June 30, 2000

48. Cash Balance Court Case

    By Guest JimmyP, September 28, 2001
    • 3 replies
    • 1.4k views
    • 
    • MGB
    • September 28, 2001

49. Nondeductible contribution in plan/plan termination

    By Guest saeissler, April 28, 2006
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • May 1, 2006

50. Method for Allocating Excess Assets in DB Plan

    By Guest YATPA, March 19, 2004
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • March 22, 2004