Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Late retirement - variable rates

   By lees, February 2, 2017   

   • late retirement
   • actuarial increases
   • (and 1 more)

     Tagged with:

     • late retirement
     • actuarial increases
     • ppa
   • 1 reply
   • 6.6k views
   • 
   • Calavera
   • February 2, 2017

2. Late retirement and cash balance plans

   By AndyH, May 1, 2015
   • 21 replies
   • 5.7k views
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   • ak2ary
   • May 11, 2015

3. Late Retirement Benefit

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

4. Late retirement for vested terms

   By AndyH, October 22, 2012
   • 6 replies
   • 1.7k views
   • 
   • AndyH
   • October 23, 2012

5. latest date to contribute to retroactive solo 401k

   By Old Reliable, May 8, 2025
   • 3 replies
   • 3.9k views
   • 
   • Bill Presson
   • May 8, 2025

6. Latest on release of 412(i) regs, (that I've seen) for those who are interested

   By Belgarath, February 3, 2004
   • 0 replies
   • 1k views
   • 
   • Belgarath
   • February 3, 2004

7. Law against no legible, current plan doc

   By Gary, August 7, 2000
   • 0 replies
   • 1.4k views
   • 
   • Gary
   • August 7, 2000

8. Law Firm Plan Non Discrimination Testing

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

9. Law Governing Pre-ERISA Pension Plans

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

10. lazy man's question

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

11. Leased EE's - HCE definition

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

12. Leased employee covered by leasing orginizations DB plan.

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

13. Leased Employees

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

14. Legality of Asset Transfer

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

15. 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
    • 
    • david rigby
    • May 2, 1999

16. Legislation re calculation of lump sum benefit

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

17. Liability of former controlled group member in distress termination

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

18. Lied about being married and started a QJSA

    By CintiTwo, June 29, 2022
    • 10 replies
    • 1.8k views
    • 
    • Luke Bailey
    • July 4, 2022

19. Life Expectancy

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

20. Life Expectancy on DB RMDs

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

21. Life expectancy vs 5-year rule

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

22. Life in Prison

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

23. Life insuranc in DB plan

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

24. Life insurance beneficiary designation-opposite of Egelhoff

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

25. Life Insurance BRF Issue

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

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

    By SSRRS, July 14, 2020
    • 7 replies
    • 1.4k views
    • 
    • SSRRS
    • July 21, 2020

27. Life Insurance in a Cash Balance Plan

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

28. Life insurance in a Cash Balance Plan

    By Renee H, January 8
    • 11 replies
    • 773 views
    • 
    • david rigby
    • January 13

29. Life Insurance in a DB plan

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

30. Life Insurance in a DB Plan

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

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

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

32. Life Insurance In A Frozen Plan

    By Guest merlin, January 28, 2003
    • 14 replies
    • 3.6k views
    • 
    • Guest
    • January 29, 2003

33. Life Insurance in Cash Balance Plan

    By Old Reliable, November 29, 2023
    • 12 replies
    • 3.2k views
    • 
    • Jakyasar
    • December 11, 2023

34. Life Insurance in DB Plan

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

35. Life Insurance in DB PLan

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

36. Life Insurance in DB plan

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

37. Life Insurance in DB Plan 1 2

    By ac, January 14, 2005
    • 62 replies
    • 10k views
    • 
    • SoCalActuary
    • January 24, 2005

38. Life Insurance in DB plan

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

39. Life Insurance in DB Plan

    By ac, December 30, 2004
    • 16 replies
    • 6.5k views
    • 
    • SoCalActuary
    • January 3, 2005

40. Life Insurance in DB Plan

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

41. Life Insurance in DB plan

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

42. Life Insurance in DB Plans

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

43. life insurance in db plans

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

44. Life Insurance in Two Plans

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

45. Life Insurance Limit in DB Plan

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

46. life insurance on owner only

    By SheilaD, November 8, 2011
    • 3 replies
    • 1.1k views
    • 
    • frizzyguy
    • November 14, 2011

47. life insurance proceeds

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

48. Life Insurance Purchased from Plan

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

49. Life Insurance Restrictions

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

50. Life Settlement in a DB Plan

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