Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Law Firm Plan Non Discrimination Testing

   By Gary, June 8, 2008
   • 2 replies
   • 1.6k views
   • 
   • Andy the Actuary
   • June 9, 2008

2. Law Governing Pre-ERISA Pension Plans

   By Guest micriv, February 22, 1999
   • 5 replies
   • 3.6k views
   • 
   • Guest
   • March 4, 1999

3. lazy man's question

   By Andy the Actuary, July 7, 2009
   • 15 replies
   • 2.4k views
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   • Andy the Actuary
   • July 13, 2009

4. Leased EE's - HCE definition

   By Guest Keith N, December 1, 1998
   • 0 replies
   • 2.3k views
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   • Guest
   • December 1, 1998

5. Leased employee covered by leasing orginizations DB plan.

   By Guest Larry McNamara, February 16, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • February 16, 2000

6. Leased Employees

   By emmetttrudy, April 29, 2009
   • 2 replies
   • 1.1k views
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   • JAY21
   • April 29, 2009

7. Legality of Asset Transfer

   By Gary, October 7, 1999
   • 2 replies
   • 1.6k views
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   • Guest
   • October 14, 1999

8. Legally, how many days does an employer have to respond to a participa

   By Guest Susan Lindgren, April 28, 1999
   • 3 replies
   • 1.6k views
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   • david rigby
   • May 2, 1999

9. Legislation re calculation of lump sum benefit

   By MarZDoates, November 11, 2004
   • 12 replies
   • 2k views
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   • mwyatt
   • January 6, 2005

10. Liability of former controlled group member in distress termination

    By AndyH, September 23, 2004
    • 6 replies
    • 2.4k views
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    • AndyH
    • September 24, 2004

11. Lied about being married and started a QJSA

    By CintiTwo, June 29, 2022
    • 10 replies
    • 1.7k views
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    • Luke Bailey
    • July 4, 2022

12. Life Expectancy

    By Andy the Actuary, December 19, 2007
    • 2 replies
    • 973 views
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    • tymesup
    • December 19, 2007

13. Life Expectancy on DB RMDs

    By Young Curmudgeon, September 20, 2013
    • 7 replies
    • 1.6k views
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    • Effen
    • September 21, 2013

14. Life expectancy vs 5-year rule

    By roy819, December 8, 2021
    • 1 reply
    • 490 views
    • 
    • CuseFan
    • December 8, 2021

15. Life in Prison

    By Guest The Pension Kid, September 14, 2005
    • 7 replies
    • 3.2k views
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    • chris
    • September 15, 2005

16. Life insuranc in DB plan

    By jkdoll2, October 7, 2010
    • 16 replies
    • 2.8k views
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    • Ron Snyder
    • June 2, 2011

17. Life insurance beneficiary designation-opposite of Egelhoff

    By Guest Susanne, December 26, 2001
    • 3 replies
    • 1.8k views
    • 
    • AndyH
    • December 28, 2001

18. Life Insurance BRF Issue

    By mwyatt, March 2, 2006
    • 5 replies
    • 2k views
    • 
    • AndyH
    • March 3, 2006

19. Life Insurance for participant that is taking in service distributions

    By SSRRS, July 14, 2020
    • 7 replies
    • 1.3k views
    • 
    • SSRRS
    • July 21, 2020

20. Life Insurance in a Cash Balance Plan

    By metsfan026, April 11, 2022
    • 2 replies
    • 486 views
    • 
    • Jakyasar
    • April 12, 2022

21. Life Insurance in a DB plan

    By AndyH, December 7, 2006
    • 4 replies
    • 1.7k views
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    • AndyH
    • December 29, 2006

22. Life Insurance in a DB Plan

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

23. Life Insurance IN a DB Plan but Participant is Uninsurable

    By emmetttrudy, July 15, 2009
    • 10 replies
    • 1.6k views
    • 
    • SoCalActuary
    • August 4, 2009

24. Life Insurance In A Frozen Plan

    By Guest merlin, January 28, 2003
    • 14 replies
    • 3.5k views
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    • Guest
    • January 29, 2003

25. Life Insurance in Cash Balance Plan

    By Old Reliable, November 29, 2023
    • 12 replies
    • 3.1k views
    • 
    • Jakyasar
    • December 11, 2023

26. Life Insurance in DB Plan

    By retbenser, February 14, 2012
    • 6 replies
    • 2.4k views
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    • shERPA
    • February 14, 2012

27. Life Insurance in DB PLan

    By Gary, December 8, 2006
    • 3 replies
    • 1.7k views
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    • WDIK
    • December 13, 2006

28. Life Insurance in DB plan

    By Mister Met, April 7, 2011
    • 0 replies
    • 923 views
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    • Mister Met
    • April 7, 2011

29. Life Insurance in DB Plan 1 2

    By ac, January 14, 2005
    • 62 replies
    • 9.9k views
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    • SoCalActuary
    • January 24, 2005

30. Life Insurance in DB plan

    By ac, October 19, 2004
    • 9 replies
    • 1.8k views
    • 
    • mwyatt
    • October 22, 2004

31. Life Insurance in DB Plan

    By ac, December 30, 2004
    • 16 replies
    • 6.3k views
    • 
    • SoCalActuary
    • January 3, 2005

32. Life Insurance in DB Plan

    By Guest Scott McHenry, July 9, 2002
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • July 28, 2004

33. Life Insurance in DB plan

    By Guest DCquestioner, November 21, 2008
    • 4 replies
    • 2k views
    • 
    • ScottR
    • November 24, 2008

34. Life Insurance in DB Plans

    By Guest erepper, October 22, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 22, 2004

35. life insurance in db plans

    By Guest mich823, November 8, 2001
    • 7 replies
    • 1.8k views
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    • Belgarath
    • November 12, 2001

36. Life Insurance in Two Plans

    By Dougsbpc, July 19, 2019
    • 4 replies
    • 737 views
    • 
    • AndyH
    • July 30, 2019

37. Life Insurance Limit in DB Plan

    By Dougsbpc, September 20, 2024
    • 3 replies
    • 778 views
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    • ErnieG
    • September 21, 2024

38. life insurance on owner only

    By SheilaD, November 8, 2011
    • 3 replies
    • 1k views
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    • frizzyguy
    • November 14, 2011

39. life insurance proceeds

    By Gary, July 18, 2012
    • 5 replies
    • 1.1k views
    • 
    • Gary
    • July 18, 2012

40. Life Insurance Purchased from Plan

    By Buckoosier, April 3, 2018
    • 4 replies
    • 905 views
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    • Buckoosier
    • April 5, 2018

41. Life Insurance Restrictions

    By Dougsbpc, November 25, 2014
    • 1 reply
    • 904 views
    • 
    • AndyH
    • November 26, 2014

42. Life Settlement in a DB Plan

    By Dennis Povloski, May 28, 2008
    • 2 replies
    • 1.4k views
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    • Ron Snyder
    • May 30, 2008

43. Lifting of Cash Balance Moratorium

    By Scott, February 14, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 12, 2007

44. Limit Funding Target by 415 LS limit?

    By Guest raintrain19, May 23, 2013   

    • Funding Target
    • 415
    • 4 replies
    • 2.4k views
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    • Calavera
    • June 3, 2013

45. Limit on number of insurers?

    By Guest kjk, June 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 2002

46. Limit on Payments to Pension Plan Participants

    By erisa_novice, February 7, 2017
    • 4 replies
    • 690 views
    • 
    • My 2 cents
    • February 7, 2017

47. Limitation of deduction under 404(a)(8)

    By Guest Gary A. Luing, November 15, 2002
    • 7 replies
    • 2.3k views
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    • david rigby
    • November 18, 2002

48. limitation years

    By Belgarath, February 13, 2002
    • 12 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 15, 2002

49. Limitations on Accelerated Benefit Distributions

    By YankeeFan, March 12, 2008
    • 5 replies
    • 1.7k views
    • 
    • SoCalActuary
    • March 13, 2008

50. Limitations on Current Liability Rates

    By MGB, June 24, 2002
    • 2 replies
    • 1.8k views
    • 
    • MGB
    • June 25, 2002