Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Lost Participant/Terming DB Plan-moving $$ to PBGC

   By Tinman, September 7, 2012
   • 6 replies
   • 1.1k views
   • 
   • mbozek
   • September 8, 2012

2. Lost participants - terminating DB plan (Non PBGC)

   By Scuba 401, September 13, 2017
   • 13 replies
   • 2.3k views
   • 
   • YogaTPA
   • September 27, 2017

3. Lost/Missing Participant

   By Fielding Mellish, October 12, 2015
   • 4 replies
   • 1.2k views
   • 
   • AndyH
   • October 15, 2015

4. defined benefit plans Low Cost Defined Benefit Plans for Solo Practitioners?

   By alexsalkever, May 21, 2021   

   • retirement
   • sole prop
   • (and 1 more)

     Tagged with:

     • retirement
     • sole prop
     • solo401k
   • 2 replies
   • 1.2k views
   • 
   • Bob the Swimmer
   • May 22, 2021

5. LS calc for retiree

   By Cloudy, May 18, 2016
   • 9 replies
   • 1.2k views
   • 
   • My 2 cents
   • May 23, 2016

6. LTD Benefits/Continued Accrual/Cutback

   By Guest jgferrei, November 23, 1998
   • 1 reply
   • 2.2k views
   • 
   • Alonzo
   • November 24, 1998

7. LTD offset

   By david rigby, September 6, 2011
   • 0 replies
   • 874 views
   • 
   • david rigby
   • September 6, 2011

8. Lump sum - pv of immediate or deferred benefit?

   By Gary, April 19, 2001
   • 11 replies
   • 8k views
   • 
   • Gary
   • July 5, 2001

9. Lump sum 411 protected benefits

   By Gary, July 29, 1999
   • 0 replies
   • 1.5k views
   • 
   • Gary
   • July 29, 1999

10. lump sum amendment after plan term?

    By Guest Sus95, October 15, 2008
    • 8 replies
    • 3k views
    • 
    • Guest
    • October 16, 2008

11. Lump Sum and 417(e)

    By EBECatty, January 19, 2024
    • 4 replies
    • 2.1k views
    • 
    • EBECatty
    • January 23, 2024

12. Lump Sum and Annuity

    By Dougsbpc, June 12, 2012
    • 3 replies
    • 1.2k views
    • 
    • frizzyguy
    • June 12, 2012

13. lump sum and death

    By Tom Poje, September 8, 2005
    • 6 replies
    • 2.3k views
    • 
    • could be me maybe not
    • September 12, 2005

14. Lump Sum and QDRO

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

15. Lump Sum and/or Early Retirement Window - Actuarial Equivalence

    By CuseFan, February 5, 2019
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • February 5, 2019

16. Lump sum annuity factor for fractional age ( years and months)

    By VeryOldMan, August 17, 2021
    • 6 replies
    • 1.2k views
    • 
    • VeryOldMan
    • August 19, 2021

17. lump sum as of when

    By SSRRS, March 10, 2022
    • 8 replies
    • 1.5k views
    • 
    • SSRRS
    • March 24, 2022

18. lump sum available only for part of benefit

    By Guest meggie, September 2, 2004
    • 1 reply
    • 1k views
    • 
    • david rigby
    • September 2, 2004

19. Lump sum based on a GATT minus rate

    By dmb, March 24, 2015
    • 5 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 25, 2015

20. Lump Sum basis for small db plan

    By Guest Linda B, October 14, 2008
    • 4 replies
    • 1.1k views
    • 
    • mwyatt
    • October 15, 2008

21. Lump sum calc for J&50 Normal Form

    By Guest Keith N, March 6, 2002
    • 2 replies
    • 1.7k views
    • 
    • David
    • March 6, 2002

22. Lump sum calc.

    By Guest The Pension Kid, April 10, 2007
    • 4 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • April 17, 2007

23. Lump sum calculation

    By Guest DBStudentAct, December 3, 2010
    • 2 replies
    • 1k views
    • 
    • david rigby
    • December 3, 2010

24. Lump Sum Calculation

    By Guest mnorman, August 21, 2001
    • 12 replies
    • 3.4k views
    • 
    • david rigby
    • August 24, 2001

25. Lump Sum Calculation Sanity Check

    By Andy the Actuary, November 20, 2007
    • 32 replies
    • 6.5k views
    • 
    • tuni88
    • December 1, 2007

26. Lump Sum Calculation Under Cash Balance Plan

    By LIBOR, November 19, 2001
    • 1 reply
    • 2.1k views
    • 
    • Gary
    • November 27, 2001

27. Lump Sum cashout (timing/value)

    By Guest jmrodrig, December 23, 2009
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 23, 2009

28. Lump sum changed from PBGC rates to 120% PBGC rates

    By Gary, July 19, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • July 19, 2000

29. Lump Sum conversion to immediate J&S

    By JAY21, November 15, 2004
    • 7 replies
    • 2.9k views
    • 
    • MGB
    • November 16, 2004

30. Lump Sum Death Benefit Rollover-able?

    By tuni88, September 18, 2009
    • 4 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 24, 2009

31. Lump sum death benefits question (follow-up to July '99 thread on this

    By Guest Letocha, February 4, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 4, 2000

32. lump sum distribution

    By Gary, November 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 8, 2001

33. lump sum distribution

    By Guest josephr, March 9, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • March 9, 2007

34. Lump sum distribution

    By Gary, April 15, 2003
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • April 16, 2003

35. Lump Sum Distribution

    By Guest W J Parks, June 14, 2000
    • 4 replies
    • 2.2k views
    • 
    • AndyH
    • June 16, 2000

36. Lump sum distribution

    By Guest Nini, February 20, 2007
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • February 20, 2007

37. Lump sum distribution - administrative delay

    By Guest Bearlee, June 4, 2008
    • 5 replies
    • 5.1k views
    • 
    • Guest
    • June 5, 2008

38. Lump Sum Distribution after Annuity Starting Date

    By richard, April 24, 2000
    • 4 replies
    • 2.2k views
    • 
    • richard
    • April 25, 2000

39. Lump Sum Distribution and IRS-Prescribed Assumptions

    By Pension RC, December 24, 2013
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 31, 2013

40. Lump Sum Distribution Slipping into 2005

    By Guest Bob_DB, December 29, 2004
    • 30 replies
    • 5.5k views
    • 
    • Guest
    • January 10, 2005

41. Lump Sum distribution timing

    By Guest msheather, June 7, 2006
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 8, 2006

42. Lump sum distribution to a deferred vested participant

    By Guest, March 10, 2000
    • 2 replies
    • 3.7k views
    • 
    • david rigby
    • March 10, 2000

43. lump sum distributions

    By Gary, November 4, 1998
    • 7 replies
    • 3.1k views
    • 
    • Gary
    • November 6, 1998

44. Lump sum distributions.

    By Guest Thornton, December 15, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 17, 1998

45. Lump sum due under cash balance plan - would it be greater of the acco

    By Gary, July 18, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 2000

46. Lump Sum Equivalent Benefits

    By Guest lifeweb, September 17, 1998
    • 2 replies
    • 2.7k views
    • 
    • david rigby
    • September 18, 1998

47. Lump sum for late retiree owner

    By still learning, November 13, 2020   

    • 415
    • 8 replies
    • 916 views
    • 
    • david rigby
    • November 13, 2020

48. Lump Sum From Cash Balance Plan

    By Dougsbpc, October 30, 2017
    • 1 reply
    • 874 views
    • 
    • CuseFan
    • October 30, 2017

49. Lump Sum implications of WIDE treasury-to-Corporate spread

    By Guest DBPension, April 15, 2009
    • 4 replies
    • 1.6k views
    • 
    • SoCalActuary
    • April 16, 2009

50. Lump Sum in Top-Heavy Cash Balance Plan

    By Guest lerieleech, November 10, 2008
    • 15 replies
    • 2.5k views
    • 
    • Effen
    • December 19, 2008