Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Defined Benefit Plan value?

   By Guest Sandylou, February 9, 2001
   • 3 replies
   • 1.8k views
   • 
   • david rigby
   • February 10, 2001

2. Full Yield Curve - Website Needed

   By Guest mingblue, October 27, 2008
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • October 29, 2008

3. RP 2017-56 - val date change for terminating DB Plan

   By Jakyasar, April 6, 2022
   • 3 replies
   • 703 views
   • 
   • Jakyasar
   • April 7, 2022

4. Section 436 and Social Security Leveling Options

   By AndyH, June 23, 2011
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • July 11, 2011

5. Increase NRA?

   By Dougsbpc, March 25, 2019
   • 3 replies
   • 1k views
   • 
   • Effen
   • March 27, 2019

6. Acquiring overfunded DB plan

   By Guest pma, August 12, 1999
   • 3 replies
   • 1.5k views
   • 
   • Wessex
   • August 16, 1999

7. Contributory DB Plan and Demutualization Proceeds?

   By Guest azbenefits, August 4, 2004
   • 3 replies
   • 1.7k views
   • 
   • KJohnson
   • August 9, 2004

8. Perverse Result?

   By Andy the Actuary, April 11, 2008
   • 3 replies
   • 1.2k views
   • 
   • Mike Preston
   • April 13, 2008

9. Crediting Benefit Service / Vesting Service Earned Prior to Plan Entry

   By 401 Chaos, September 13, 2010
   • 3 replies
   • 5.5k views
   • 
   • 401 Chaos
   • September 14, 2010

10. partnership income, pension deductions

    By Gary, April 13, 2012
    • 3 replies
    • 3.1k views
    • 
    • Gary
    • April 16, 2012

11. Interpretation of Plan document definition

    By Gary, August 17, 1999
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • August 18, 1999

12. Past Service Credit

    By Guest blackacre, September 10, 2003
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • September 15, 2003

13. PS Assets Merged Into DB Plan

    By Guest MProctor, August 26, 2004
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • August 26, 2004

14. Problem with surplus assets

    By ScottR, August 8, 2009
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 10, 2009

15. 415 Compensation

    By JBones, April 22, 2010
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • April 22, 2010

16. Age calculation under 415(B) for early payment

    By Guest MattL, December 29, 2000
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • December 29, 2000

17. Retroactive Annuity Starting Date

    By Guest Sunnybeau, September 13, 2006
    • 3 replies
    • 9.1k views
    • 
    • alexa
    • February 8, 2012

18. Pre-206(g)(3) Notice - Fiduciary Responsibility

    By Guest AEA, November 20, 2008
    • 3 replies
    • 931 views
    • 
    • Andy the Actuary
    • November 21, 2008

19. Asset Valuation Method

    By dmb, September 30, 2009
    • 3 replies
    • 1k views
    • 
    • david rigby
    • October 7, 2009

20. Suspension of Benefits (What to do with contributions)

    By Fielding Mellish, October 7, 2014
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • October 8, 2014

21. Underpayments

    By fiona1, May 9, 2017
    • 3 replies
    • 3k views
    • 
    • CuseFan
    • May 10, 2017

22. Immediate Lump Sums and the QJSA

    By John Feldt ERPA CPC QPA, September 13, 2006
    • 3 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 13, 2006

23. Who Are They Kidding?

    By Andy the Actuary, June 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • June 12, 2007

24. Sample Benefits Restriction Notice

    By Andy the Actuary, April 12, 2008
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • April 15, 2008

25. DB/DC Combo -- What testing needed

    By Andy the Actuary, July 10, 2008
    • 3 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • July 10, 2008

26. Due date for 5500

    By Gary, January 27, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 27, 2010

27. Historical Wages for DB pension

    By justasking, May 21, 2015
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • May 21, 2015

28. assumptions used to calculate withdrawal liability

    By Fletch, May 8, 2018
    • 3 replies
    • 1.3k views
    • 
    • AnActuary
    • May 13, 2019

29. Resumption of Accruals after AFTAP

    By Dougsbpc, April 1, 2024
    • 3 replies
    • 698 views
    • 
    • Dougsbpc
    • April 2, 2024

30. Fully Insured Plans-412i

    By Guest NPaleveda, October 2, 2001
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • October 5, 2001

31. 412(i) Plan Subject to FAS 132/87 ?

    By Guest RSNOW, February 23, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • February 24, 2004

32. Cash Balance-Gen Test-417(e)

    By JAY21, June 17, 2005
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • June 20, 2005

33. Credit Balance Issues

    By dmb, May 13, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 15, 2008

34. 2008 PPA Funding

    By JAY21, October 27, 2008
    • 3 replies
    • 1.1k views
    • 
    • mwyatt
    • October 29, 2008

35. Deemed Burn of Carryover Balance

    By nancy, May 19, 2010
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • May 22, 2010

36. Deduction Timing

    By CarolineK, June 6, 2013
    • 3 replies
    • 1.2k views
    • 
    • CarolineK
    • June 7, 2013

37. Nonresponsive Participants in Terminating DB Plan

    By BH1528, December 5, 2018
    • 3 replies
    • 1.3k views
    • 
    • BH1528
    • December 5, 2018

38. DB takeover problems

    By C2C, September 8, 2005
    • 3 replies
    • 1.7k views
    • 
    • C2C
    • September 9, 2005

39. Cash balance fully-insured plan rules

    By SoCalActuary, August 10, 2016   

    • cash-balance fully-insured
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • August 17, 2016

40. Distribution Deadline

    By jpod, May 8, 2018
    • 3 replies
    • 760 views
    • 
    • Belgarath
    • May 9, 2018

41. 15-day Special Notice Period for 204(h) Notices in Connection with Business Transaction

    By 401 Chaos, April 8, 2021
    • 3 replies
    • 1.4k views
    • 
    • 401 Chaos
    • April 19, 2021

42. locating former employee of pension plan

    By Gary, August 20, 1999
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • August 21, 1999

43. Back Door Roth to go with Cash Balance/PS Plans

    By metsfan026, February 9, 2024
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • February 9, 2024

44. After tax contributions prior to 1986

    By gc@chimentowebb.com, February 17, 2025
    • 3 replies
    • 1.1k views
    • 
    • Slider
    • February 17, 2025

45. deemed reduction of Funding Balance

    By abanky, July 13, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • July 13, 2009

46. NRA less than 62

    By justanotheradmin, May 8, 2018   

    • nra
    • determination letter
    • 3 replies
    • 1.7k views
    • 
    • Larry Starr
    • May 9, 2018

47. COLA with J&S

    By SSRRS, December 26, 2019
    • 3 replies
    • 801 views
    • 
    • SSRRS
    • December 31, 2019

48. Effective date for New Entity

    By JustMe, April 8, 2022
    • 3 replies
    • 629 views
    • 
    • AndyH
    • April 28, 2022

49. Government plan employee group wants their share of unallocated fund transferred to 401(k) plan

    By Guest DBtech, May 20, 2005
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • May 23, 2005

50. election to change segment rates

    By Dinosaur, June 24, 2011
    • 3 replies
    • 1.7k views
    • 
    • Dinosaur
    • July 12, 2011