Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Mandated mortality rates for 2017

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

2. Mandatory Burning

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

3. Mandatory cashout at RBD interest question

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

4. Mandatory Contributions

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

5. mandatory contributions for some employees

   By Guest ecleverdon, May 24, 2007
   • 8 replies
   • 1.9k views
   • 
   • Guest
   • May 25, 2007

6. mandatory Employee contributions: after-tax?

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

7. Mandatory Employee Contributions: Basis Recovery & Nonforfeitability

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

8. Mandatory lump sums

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

9. Mandatory rated ofr actuarial equivalence

   By ombskid, October 17, 2012
   • 6 replies
   • 1.1k views
   • 
   • ombskid
   • October 17, 2012

10. Mandatory Rollover Rules

    By Guest hyper, March 23, 2005
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 23, 2005

11. Mandatory Withholding Error

    By EBECDC, October 2, 2017   

    • mandatory withholding
    • 20%
    • (and 3 more)

      Tagged with:

      • mandatory withholding
      • 20%
      • overwitholding
      • form 941c
      • form 843
    • 2 replies
    • 972 views
    • 
    • EBECDC
    • October 3, 2017

12. Manually signed Form 5500

    By Pension RC, June 26, 2014
    • 0 replies
    • 1.1k views
    • 
    • Pension RC
    • June 26, 2014

13. MAP - 21 Rates for Restricted HCE Distribution

    By JAY21, March 26, 2013   

    • Latest Thinking on this issue
    • 2 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • March 26, 2013

14. MAP 21 and Lump Sum Assumption

    By Craig Jacobs, August 21, 2012
    • 6 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • August 29, 2012

15. MAP 21 Interest Rates

    By mwyatt, August 2, 2012
    • 4 replies
    • 1.5k views
    • 
    • Effen
    • August 2, 2012

16. MAP 21 Interest Rates

    By Dougsbpc, August 15, 2012
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • August 16, 2012

17. MAP-21

    By Dougsbpc, February 5, 2014
    • 5 replies
    • 1k views
    • 
    • Effen
    • February 6, 2014

18. MAP-21

    By Belgarath, October 23, 2012
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • November 12, 2012

19. MAP-21 and AFTAP

    By nancy, September 26, 2012
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 26, 2012

20. MAP-21 Election

    By Dougsbpc, March 24, 2013
    • 0 replies
    • 1.2k views
    • 
    • Dougsbpc
    • March 24, 2013

21. MAP-21 Interest Rates For 2013

    By Andy the Actuary, December 20, 2012
    • 25 replies
    • 6k views
    • 
    • Andy the Actuary
    • February 19, 2013

22. MAP-21 Stabilization Interest Rates

    By Andy the Actuary, November 11, 2013
    • 3 replies
    • 1.6k views
    • 
    • tymesup
    • November 13, 2013

23. MAP21 and PBGC

    By Calavera, August 20, 2012
    • 8 replies
    • 2k views
    • 
    • Calavera
    • August 30, 2012

24. MAP21 and PBGC 4010

    By Craig Jacobs, August 29, 2012
    • 0 replies
    • 1.1k views
    • 
    • Craig Jacobs
    • August 29, 2012

25. March 31, 2009 EP News application

    By Guest Xerxes, April 29, 2009
    • 0 replies
    • 857 views
    • 
    • Guest
    • April 29, 2009

26. Market Based Cash Balance investment credits

    By AndyH, March 27, 2014
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 27, 2014

27. Market Based Cash Balance Plan - Interest Crediting Rate Assumption

    By SCooper, November 28, 2023   

    • cash balance
    • interest credit
    • (and 2 more)

      Tagged with:

      • cash balance
      • interest credit
      • valuation assumptions
      • funding requirements
    • 0 replies
    • 550 views
    • 
    • SCooper
    • November 28, 2023

28. Market Rate of Interest - Frozen Plan

    By Guest Lane, October 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • October 21, 2010

29. Market Rate of Return Cash Balance Plans

    By austin3515, November 15, 2025
    • 2 replies
    • 621 views
    • 
    • CuseFan
    • November 17, 2025

30. market value adjustments

    By Guest LBBarr, October 4, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 4, 2000
31. Married coworkers working at same company prohibited from receiving opt out insurance money for not utilizing one Spouse's Healthcare plan because we are married

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)

32. Marti

    By Marti, August 26, 2017
    • 7 replies
    • 1.5k views
    • 
    • My 2 cents
    • September 7, 2017

33. MASD and 100% of Comp Limit

    By RLR, March 12, 2020
    • 8 replies
    • 2k views
    • 
    • cathyw
    • September 12, 2022

34. Mass Submitter, Volume Submitter, or Prototype Cash Balance Plan?

    By Guest TaxedToDeath, September 6, 2011
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 6, 2011

35. mass withdrawal liability

    By Guest tcroscut, August 22, 2006
    • 1 reply
    • 1.6k views
    • 
    • Effen
    • August 22, 2006

36. Massive Merger?

    By SoCalActuary, June 29, 2009
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 2, 2009

37. Match in Cash Balance based on 403(b) deferral

    By Guest Grant, July 14, 2008
    • 0 replies
    • 993 views
    • 
    • Guest
    • July 14, 2008

38. Material change in AFTAP?

    By My 2 cents, July 21, 2010
    • 8 replies
    • 2.5k views
    • 
    • My 2 cents
    • July 26, 2010

39. Matt Damon - our newest actuary

    By Effen, September 11, 2008
    • 33 replies
    • 6.4k views
    • 
    • Andy the Actuary
    • September 15, 2008

40. Max 415 Age 70 DB plan

    By Guest Doogie61, March 23, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 23, 2010

41. MAX DC + DB CONTRIBUTION

    By RayJJohnsonJr, June 30, 2020
    • 7 replies
    • 1.5k views
    • 
    • Bob the Swimmer
    • July 1, 2020

42. Max Deductible = unfunded CL

    By Guest lisbetf, June 10, 2003
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • August 12, 2003

43. Max Deduction - SEP/DB vs 401(k)/PS/DB - Self Employed

    By ubermax, November 10, 2014
    • 2 replies
    • 834 views
    • 
    • ubermax
    • November 10, 2014

44. Max deduction under unfunded current liability for 2006

    By Guest Rae, August 10, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 11, 2006

45. max deductions, allocation, application

    By Gary, September 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • Calavera
    • September 8, 2011

46. Max Insurance - Death Benefit Language

    By JAY21, August 20, 2014
    • 0 replies
    • 872 views
    • 
    • JAY21
    • August 20, 2014

47. Max tax after PPA

    By Gary, December 13, 2010
    • 0 replies
    • 917 views
    • 
    • Gary
    • December 13, 2010

48. Max/ Min contributions for terminating DB plan.

    By actuarysmith, April 18, 2001
    • 6 replies
    • 1.8k views
    • 
    • David MacLennan
    • April 19, 2001

49. Maximizing Lump Sum Distribution

    By bvhea, January 24, 2006
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • January 24, 2006

50. Maximizing Retirement Plan Contributions

    By scarabrad, January 5, 2012
    • 11 replies
    • 2.6k views
    • 
    • Mike Preston
    • January 10, 2012