Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 75% QOSA

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

2. Combined plan deduction limit

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

3. Is an offset plan the best here?

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

4. TH and Gateway Distribution

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

5. Projecting Retirement Age

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

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

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

7. Post-NRA Actuarial Increases

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

8. Cash Balance Plan - Court Case

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

9. Reducing Benefit

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

10. AFTAP Certification

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

11. Incidental Death Benefit

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

12. Mortality Table

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

13. 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

14. How Big Should the Cover Be?

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

15. 2008 Schedule SB Instructions?

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

16. 71 TPF&C moprtality table

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

17. PBGC variable rate

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

18. 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

19. Revised/Corrected AFTAP

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

20. Invest in gold?

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

21. Cash Balance Sample Document

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

22. 2 Year PS Eligibility for DB/DC Combo

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

23. In-kind contribution to DB plan

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

24. H.R. 3868

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

25. Is my plan TH?

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

26. Adding to Prefunding Balance

    By Dougsbpc, September 26, 2009
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 27, 2009

27. Accrual in Year of Termination

    By Dougsbpc, May 21, 2012
    • 3 replies
    • 999 views
    • 
    • Dougsbpc
    • May 23, 2012

28. PBGC Annual Premium Payment Letters - peeve

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

29. No shortfall amortization schedule

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

30. Projected Unit Credit

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

31. Restricted Lump Sum

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

32. "suspension of benefits"

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

33. Seeking Good Definition of Disability for DB PLan

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

34. Definition of Compensation

    By Gary, December 20, 2001
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • December 20, 2001

35. Pension funding relief

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

36. Excise Tax On DB Plan Reversions

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

37. 412 Amendment Base

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

38. Discrimination on Cashing Out DB Pension Plans

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

39. Cash Balance Termination and Restart

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

40. Late Retirement Benefit

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

41. 204(h) Notice

    By AdKu, March 28, 2020
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • April 3, 2020

42. What is reasonable COLA assumption for lump sum

    By Gary, June 29, 2000
    • 3 replies
    • 2.6k views
    • 
    • david rigby
    • June 30, 2000

43. Cash Balance Court Case

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

44. Nondeductible contribution in plan/plan termination

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

45. Method for Allocating Excess Assets in DB Plan

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

46. AFTAP and new plan

    By AndyH, February 12, 2008
    • 3 replies
    • 1.1k views
    • 
    • Penman2006
    • February 12, 2008

47. Effect of plan termination on valuation

    By Guest saeissler, September 2, 2008
    • 3 replies
    • 1.9k views
    • 
    • mwyatt
    • September 2, 2008

48. Lump Sum and QDRO

    By Guest mom1921, September 30, 2008
    • 3 replies
    • 1.8k views
    • 
    • Effen
    • September 30, 2008

49. Confirming if Quarterlies would be required

    By Effen, November 18, 2008
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • November 19, 2008

50. Retroactive application of 401(a)(17) limit

    By Guest Steve C., August 22, 2002
    • 3 replies
    • 2.2k views
    • 
    • Mike Preston
    • August 23, 2002