Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Application of Code Section 402(b)(4) and Disqualified PLans

   By Guest EMM118, November 6, 2007
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • November 6, 2007

2. Dumb question regarding SP funding

   By mwyatt, October 8, 2007
   • 8 replies
   • 1.4k views
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   • SoCalActuary
   • October 8, 2007

3. Survey information regarding pension benefit levels

   By Guest T.M., December 6, 2000
   • 1 reply
   • 1.4k views
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   • Guest
   • December 8, 2000

4. Overfunded Defined Benefit Plan Termination

   By Doghouse, December 22, 2011
   • 2 replies
   • 1.4k views
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   • JAY21
   • December 27, 2011

5. The World of Prohibited Transactions

   By Gary, February 3, 2007
   • 2 replies
   • 1.4k views
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   • Effen
   • February 3, 2007

6. Turnover Table

   By Guest Marino13, November 5, 2003
   • 1 reply
   • 1.4k views
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   • david rigby
   • November 5, 2003

7. Defined Benefit Plan/Bankruptcy/Something Smells

   By Guest Steve McIntire, September 1, 2009
   • 4 replies
   • 1.4k views
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   • masteff
   • September 2, 2009

8. Proper EIN Number for Form 5500 for DFE Master Trust

   By PenQ, March 27, 2019
   • 0 replies
   • 1.4k views
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   • PenQ
   • March 27, 2019

9. Claims Procedures

   By Guest t936, December 5, 2001
   • 2 replies
   • 1.4k views
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   • Kirk Maldonado
   • December 6, 2001

10. Average Compensation

    By retbenser, March 19, 2012
    • 4 replies
    • 1.4k views
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    • frizzyguy
    • March 20, 2012

11. Waivers of the Minimum Funding Standard

    By jwallace, March 6, 2002
    • 1 reply
    • 1.4k views
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    • david rigby
    • March 6, 2002

12. Solo 401(k) and cash balance overfunding correction

    By ejohnke, December 13, 2022
    • 7 replies
    • 1.4k views
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    • Bird
    • December 15, 2022

13. Average Group Age Determines Benefit Level

    By WDIK, November 12, 2003
    • 10 replies
    • 1.4k views
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    • WDIK
    • November 13, 2003

14. Elimination of Reporting Waiver for Missed Quarterlies

    By Andy the Actuary, March 23, 2009
    • 9 replies
    • 1.4k views
    • 
    • AndyH
    • March 26, 2009

15. Mortality Table Assumption

    By waid10, August 15, 2006
    • 2 replies
    • 1.4k views
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    • david rigby
    • August 16, 2006

16. SFAS 87/132/158

    By ac, January 3, 2007
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • January 3, 2007

17. Wiping out bases due to ERISA FFL

    By dmb, November 4, 2005
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • November 4, 2005

18. PBGC

    By Randy Watson, March 19, 2009
    • 5 replies
    • 1.4k views
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    • rcline46
    • March 20, 2009

19. Withholding

    By Guest pm01, July 14, 2008
    • 3 replies
    • 1.4k views
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    • WDIK
    • July 14, 2008

20. Claim for additional benefits PRIOR to Retirement

    By Guest, May 30, 2000
    • 2 replies
    • 1.4k views
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    • Guest
    • May 31, 2000

21. Changes in Plan Measurement-Defined Benefit Plan

    By Guest glauran01, October 8, 2004
    • 3 replies
    • 1.4k views
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    • mwyatt
    • October 9, 2004

22. Amend NRA from 65 to 62 to accommodate in-service distribution?

    By Guest Dave Peckham, September 30, 2009
    • 3 replies
    • 1.4k views
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    • david rigby
    • October 1, 2009

23. Trust Beneficiaries Want Remainder of 10 year DB Annuity Directly Paid

    By Guest mmaggs, February 7, 2013
    • 6 replies
    • 1.4k views
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    • Guest
    • February 18, 2013

24. Moody's rates

    By david rigby, June 2, 2004
    • 3 replies
    • 1.4k views
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    • Effen
    • July 9, 2004

25. DB DC combo question regarding Top Heavy

    By Earl, September 16, 2004
    • 4 replies
    • 1.4k views
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    • AndyH
    • September 17, 2004

26. part time employee's comp treated as full time for benefit calculation

    By Guest erisa75, December 16, 2011
    • 3 replies
    • 1.4k views
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    • SoCalActuary
    • December 16, 2011

27. Cost of insured death benefits in a DB plan.

    By Guest pension222, September 17, 2002
    • 1 reply
    • 1.4k views
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    • Guest
    • September 18, 2002

28. Question 19b and 19c of Schedule SB

    By Dinosaur, July 18, 2012
    • 5 replies
    • 1.4k views
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    • SoCalActuary
    • August 1, 2012

29. Timing of DB plan contributions: annual or quarterly?

    By Guest siredwardcoke, December 26, 2003
    • 0 replies
    • 1.4k views
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    • Guest
    • December 26, 2003

30. Using Relius Web client and signing as service provider

    By Dinosaur, July 2, 2010
    • 2 replies
    • 1.4k views
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    • Dinosaur
    • July 6, 2010

31. 401(a)(26)-retiree only

    By Draper55, March 2, 2013
    • 5 replies
    • 1.4k views
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    • SoCalActuary
    • March 11, 2013

32. Floor offset with a 403(b) plan

    By Guest Rae, April 2, 2007
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • April 3, 2007

33. Accrued Benefit After Full Pre-Ret Dist.

    By Guest Don N, June 6, 2000
    • 2 replies
    • 1.4k views
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    • Guest
    • June 6, 2000

34. Survey Data for Investment Costs/Practices for Large DB Plans

    By Jon Chambers, May 13, 2000
    • 4 replies
    • 1.4k views
    • 
    • Greg Judd
    • June 6, 2000

35. social security calc

    By Gary, October 18, 2002
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 31, 2002

36. permissable investment in a DB plan

    By betheeg, January 9, 2003
    • 5 replies
    • 1.4k views
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    • mbozek
    • January 16, 2003

37. Paid pension for 28 years - then died. Widow denied any benefits (th

    By Guest Kathy Weber, November 5, 2000
    • 2 replies
    • 1.4k views
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    • david rigby
    • November 7, 2000

38. Annual Funding Notices - EOY vals

    By Effen, August 24, 2009
    • 1 reply
    • 1.4k views
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    • Effen
    • August 25, 2009

39. 410(b) For 401(l) Plan With Frozen Service But Has Pay Indexation

    By Guest Paula F, February 22, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • February 22, 2002

40. AFTAP

    By Guest lerieleech, April 1, 2008
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • April 2, 2008

41. Actuarial Equivalence

    By Penman2006, January 29, 2009
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 29, 2009

42. Late Quarterly Interest

    By Guest guppy, April 26, 2005
    • 3 replies
    • 1.4k views
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    • david rigby
    • May 3, 2005

43. Notice 2007-28

    By Penman2006, April 28, 2008
    • 2 replies
    • 1.4k views
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    • Penman2006
    • April 29, 2008

44. 415 compensation

    By FAPInJax, March 14, 2005
    • 1 reply
    • 1.4k views
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    • SoCalActuary
    • March 14, 2005

45. Coverage Test

    By Guest David Venuti, November 5, 2008
    • 2 replies
    • 1.4k views
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    • ak2ary
    • November 7, 2008

46. Overfunded DB seeks Underfunded DB for possible LTR

    By Flyboyjohn, July 31, 2014
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • October 6, 2014

47. ERISA Funded Plans

    By Guest KNewman, April 18, 2002
    • 1 reply
    • 1.4k views
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    • mbozek
    • April 18, 2002

48. No Suspension of Benefits Notice Provided

    By Gary, June 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • June 13, 2000

49. Looking for opinion on a non-pension actuarial request

    By Gary, March 14, 2005
    • 4 replies
    • 1.4k views
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    • Ron Snyder
    • March 16, 2005

50. Entitled to DB proceeds?

    By Guest JenMac, July 22, 2005
    • 3 replies
    • 1.4k views
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    • No Name
    • July 25, 2005