Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Lump sum instead of monthly annuity

   By SSRRS, January 22, 2019
   • 2 replies
   • 666 views
   • 
   • SSRRS
   • January 22, 2019

2. Lump sum interest rate for 2005

   By rcline46, April 26, 2005
   • 13 replies
   • 1.9k views
   • 
   • rcline46
   • April 27, 2005

3. Lump sum methodology

   By Guest lerieleech, January 23, 2008
   • 8 replies
   • 1.7k views
   • 
   • Mike Preston
   • January 25, 2008

4. Lump Sum Methodology

   By JAY21, January 29, 2008
   • 13 replies
   • 1.9k views
   • 
   • Mike Preston
   • February 1, 2008

5. Lump sum of early ret benefit under cash balance plan

   By Gary, September 11, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • September 25, 2000

6. Lump sum of pension from ee contributory plan

   By Gary, December 21, 2001
   • 0 replies
   • 1.4k views
   • 
   • Gary
   • December 21, 2001

7. Lump sum payment restrictions

   By Guest Quicksilver, December 2, 2010
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • December 2, 2010

8. Lump sum payments after conversion to cash balance plan

   By Guest nicktaldone, March 15, 2000
   • 2 replies
   • 1.4k views
   • 
   • Alonzo
   • March 15, 2000

9. lump sum payments after eff date and prior to adoption of amendment

   By Gary, April 28, 2000
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • April 28, 2000

10. lump sum payout from cash balance plan

    By Gary, July 20, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 20, 2000

11. Lump Sum Rates - Cite(s) Needed

    By ubermax, March 11, 2015
    • 7 replies
    • 1.1k views
    • 
    • ubermax
    • March 11, 2015

12. Lump Sum restriction for top 25 ?

    By Guest DBPension, April 8, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 9, 2009

13. Lump Sum restrictions in plan with employee conts.

    By Guest Xerxes, March 5, 2009
    • 1 reply
    • 1.2k views
    • 
    • Andy the Actuary
    • March 5, 2009

14. Lump sum to retirees

    By david rigby, June 15, 2012
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • June 15, 2012

15. Lump Sum Under $5,000

    By Dougsbpc, April 3, 2009
    • 1 reply
    • 2.3k views
    • 
    • Mike Preston
    • April 3, 2009

16. lump sum versus monthly payments?

    By Lori H, December 10, 2003
    • 9 replies
    • 2.9k views
    • 
    • mwyatt
    • December 13, 2003

17. Lump sum when normal form isn't life and there's a table of....

    By Bri, December 27, 2021
    • 6 replies
    • 1k views
    • 
    • Bri
    • December 28, 2021

18. Lump Sum Window

    By BTG, February 1, 2022
    • 16 replies
    • 3k views
    • 
    • CuseFan
    • February 3, 2022

19. Lump Sum Window - Frozen Plan

    By ndj2377, September 18, 2015
    • 2 replies
    • 1.2k views
    • 
    • Effen
    • September 18, 2015

20. Lump Sums

    By Gary, May 14, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 15, 2003

21. Lump Sums

    By Gary, July 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • SRM
    • July 25, 2003

22. Lump Sums

    By Guest PAUL DUGAN, November 16, 2005
    • 7 replies
    • 2.1k views
    • 
    • AndyH
    • November 28, 2005

23. Lump Sums at Plan Term

    By Guest mingblue, February 23, 2007
    • 13 replies
    • 2.5k views
    • 
    • david rigby
    • March 1, 2007

24. Lump Sums depleting plan assets

    By ConnieStorer, July 11, 2013   

    • partial termination payouts
    • 13 replies
    • 1.8k views
    • 
    • AndyH
    • July 17, 2013

25. Lump Sums Under Contributory DB Plan

    By Guest Don N, March 5, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 6, 2000

26. Lump Sums, Pre-Retirement Mortality

    By Rball4, January 17, 2014
    • 18 replies
    • 4.7k views
    • 
    • AndyH
    • January 22, 2014

27. Lump Sums: GATT vs. PBGC basis

    By david rigby, August 28, 1998
    • 2 replies
    • 6.8k views
    • 
    • Guest
    • September 2, 1998

28. Lumps Sums to Retirees

    By nancy, March 1, 2013
    • 3 replies
    • 1k views
    • 
    • david rigby
    • March 2, 2013

29. Lumpsum Distribution Options

    By Guest tomaney, March 11, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 12, 2002

30. Lyme disease mortality

    By tymesup, May 26, 2009
    • 11 replies
    • 1.6k views
    • 
    • Belgarath
    • May 27, 2009

31. madoff

    By goldtpa, December 17, 2008
    • 37 replies
    • 4.8k views
    • 
    • tymesup
    • December 27, 2008

32. Madoff impacted plans

    By mwyatt, March 6, 2009
    • 3 replies
    • 1.1k views
    • 
    • mwyatt
    • March 7, 2009

33. Madoff losses on 5500

    By Guest Sus95, April 29, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 29, 2009

34. Maintaining Pension Plan with Proceeds of Sale

    By Dougsbpc, December 20, 2019
    • 1 reply
    • 511 views
    • 
    • Kevin C
    • December 26, 2019

35. Majority Owner

    By nancy, December 22, 2003
    • 0 replies
    • 1.1k views
    • 
    • nancy
    • December 22, 2003

36. Majority Owner - DB Plan Term

    By AdKu, June 22, 2016   

    • Majority Owner
    • Adult Children
    • (and 1 more)

      Tagged with:

      • Majority Owner
      • Adult Children
      • DB Plan Term
    • 5 replies
    • 2k views
    • 
    • Griswold
    • June 23, 2016

37. Majority Owner for PBGC's standard termination

    By flosfur, May 27, 2008
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 28, 2008

38. Majority Owner Waiver

    By dan.jock, August 18, 2017
    • 14 replies
    • 5k views
    • 
    • My 2 cents
    • August 29, 2017

39. Majority Owner Waiving Benefit in DB Plan on Plan Termination

    By Guest Grumpy456, November 17, 2006
    • 6 replies
    • 2.8k views
    • 
    • SoCalActuary
    • December 11, 2006

40. male 1983 GAM interest rate 6%

    By Egold, August 15, 2022
    • 3 replies
    • 576 views
    • 
    • Egold
    • August 15, 2022

41. management company - PBGC coverage?

    By Belgarath, March 21, 2013
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • March 22, 2013

42. Mandaory Distribution at age 65?

    By Guest IRISH79, January 11, 2007
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • January 11, 2007

43. Mandated mortality rates for 2017

    By My 2 cents, September 2, 2016
    • 2 replies
    • 1.2k views
    • 
    • My 2 cents
    • September 2, 2016

44. Mandatory Burning

    By Andy the Actuary, October 6, 2011
    • 5 replies
    • 1.5k views
    • 
    • dmb
    • October 10, 2011

45. Mandatory cashout at RBD interest question

    By MichMM, December 18, 2018
    • 1 reply
    • 535 views
    • 
    • david rigby
    • December 19, 2018

46. Mandatory Contributions

    By Guest hussac, July 14, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 15, 2003

47. mandatory contributions for some employees

    By Guest ecleverdon, May 24, 2007
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 25, 2007

48. mandatory Employee contributions: after-tax?

    By Guest Fred Maynard, March 2, 2005
    • 2 replies
    • 2.2k views
    • 
    • Lori Friedman
    • March 2, 2005

49. Mandatory Employee Contributions: Basis Recovery & Nonforfeitability

    By Guest nicko, October 9, 2010
    • 1 reply
    • 1.9k views
    • 
    • My 2 cents
    • October 11, 2010

50. Mandatory lump sums

    By Guest meggie, October 28, 2003
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 28, 2003