Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Merger Question

   By ndj2377, February 25, 2015
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • February 25, 2015

2. Merger Vesting Calculations

   By Guest lawfive, June 17, 2011
   • 1 reply
   • 864 views
   • 
   • Andy the Actuary
   • June 17, 2011

3. Merging an underfunded DB Plan.

   By Guest, November 28, 2000
   • 2 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • November 29, 2000

4. Merging plans

   By david rigby, January 9, 2002
   • 4 replies
   • 2.2k views
   • 
   • MGB
   • January 11, 2002

5. Merging Two DB Plans

   By mming, June 18, 2009
   • 9 replies
   • 2.5k views
   • 
   • Andy the Actuary
   • June 18, 2009

6. messed up plan

   By Gary, June 23, 2011
   • 10 replies
   • 1.9k views
   • 
   • Gary
   • July 15, 2011

7. Method Change + Auto Approval

   By David, July 6, 2010
   • 3 replies
   • 1.4k views
   • 
   • David
   • July 7, 2010

8. Method for Allocating Excess Assets in DB Plan

   By Guest YATPA, March 19, 2004
   • 3 replies
   • 1.1k views
   • 
   • AndyH
   • March 22, 2004

9. Method for calculating lump sums

   By Guest Andy, June 10, 1999
   • 4 replies
   • 2.3k views
   • 
   • david rigby
   • June 12, 1999

10. Method or Assumption

    By Effen, June 16, 2010
    • 4 replies
    • 2k views
    • 
    • My 2 cents
    • June 16, 2010

11. Methods of Avoiding 436 Restrictions

    By Guest merlin, February 29, 2008
    • 0 replies
    • 895 views
    • 
    • Guest
    • February 29, 2008

12. MGB

    By Guest Harry O, May 3, 2005
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • May 6, 2005

13. Mid yr reduction in pension benefit formula

    By VeryOldMan, December 28, 2019   

    • anticutback rules
    • 9 replies
    • 1.2k views
    • 
    • VeryOldMan
    • January 13, 2020

14. Mid-level DB Valuation Software

    By JAY21, May 13, 2004
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • May 17, 2004

15. Mid-Market DB Providers and Investment Options

    By Guest gladock, March 26, 2004
    • 5 replies
    • 1.3k views
    • 
    • Effen
    • March 28, 2004

16. Mid-Year Merger of DB Plans

    By ac, October 27, 2005
    • 3 replies
    • 1.5k views
    • 
    • LIBOR
    • October 31, 2005

17. Might a cash-balance pension plan provide no benefit after an unmarried participant’s death?

    By Peter Gulia, April 11, 2023
    • 9 replies
    • 2.5k views
    • 
    • Todd Flessner
    • April 13, 2023

18. Migration question

    By Guest DWoodard, December 1, 2005
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • December 2, 2005

19. Mike Preston

    By tymesup, May 7, 2024
    • 17 replies
    • 2.9k views
    • 
    • Mr Bagwell
    • May 14, 2024

20. Minimal Accrual Rate tests on a pension equity plan (PEP)

    By Guest CuriousEmployee, January 13, 2014
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • January 14, 2014

21. Minimizing Settement Charges?

    By Effen, March 9, 2018   

    • asc accounting concerns
    • 4 replies
    • 969 views
    • 
    • Dave Rumas
    • March 13, 2018

22. Minimum Age for DB plans

    By CEB, September 3, 2003
    • 3 replies
    • 1.2k views
    • 
    • MGB
    • September 3, 2003

23. Minimum Benefit

    By Dougsbpc, December 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • December 6, 2001

24. Minimum contribution and deductibility deadline (LA County)

    By AndrewM, October 13, 2025
    • 1 reply
    • 437 views
    • 
    • David D
    • October 13, 2025

25. Minimum contribution calculation

    By Guest Doogie61, December 1, 2009
    • 9 replies
    • 1.5k views
    • 
    • Guest
    • December 1, 2009

26. Minimum Contribution Due Date

    By ac, September 17, 2009
    • 3 replies
    • 1.6k views
    • 
    • ac
    • September 17, 2009

27. Minimum Contribution in Year of Termination

    By Guest pm01, February 25, 2009
    • 10 replies
    • 1.7k views
    • 
    • david rigby
    • February 26, 2009

28. Minimum coverage - some employees covered by Davis-Bacon Act already

    By Guest zimmer, September 14, 1998
    • 5 replies
    • 3.4k views
    • 
    • richard
    • September 22, 1998

29. Minimum DB/DC Gateway for terminated participants w/1,000 hrs.

    By Guest Roman, December 2, 2004
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • December 2, 2004

30. Minimum deduction for terminating plan

    By flosfur, August 4, 2004
    • 10 replies
    • 1.7k views
    • 
    • AndyH
    • August 6, 2004

31. minimum distribution after termination

    By Guest Ellen Anselm, May 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • May 4, 2001

32. Minimum Distribution Amendment

    By Richard Anderson, December 5, 2006
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • December 6, 2006

33. Minimum Distribution Required?

    By Andy the Actuary, May 7, 2009
    • 3 replies
    • 3.3k views
    • 
    • Andy the Actuary
    • May 7, 2009

34. Minimum Distribution Rules/Incidental Death Benefit

    By My 2 cents, August 23, 2013   

    • Pre-retirement death benefit
    • 0 replies
    • 1.6k views
    • 
    • My 2 cents
    • August 23, 2013

35. Minimum Distributions

    By Guest Gumby, November 28, 2005
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • November 29, 2005

36. Minimum distributions following annuity purchase

    By AndyH, January 9, 2012
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • January 9, 2012

37. Minimum Distributions in DB Plan

    By Guest CTYSON, August 22, 2001
    • 1 reply
    • 1.6k views
    • 
    • David
    • August 29, 2001

38. Minimum funding

    By FAPInJax, September 10, 2003
    • 11 replies
    • 1.9k views
    • 
    • rcline46
    • September 11, 2003

39. Minimum Funding Cash Balance Plan

    By ErnieG, December 7, 2018
    • 9 replies
    • 1.9k views
    • 
    • Effen
    • December 8, 2018

40. Minimum Funding Deadline - Florence

    By John Feldt ERPA CPC QPA, October 5, 2018
    • 2 replies
    • 817 views
    • 
    • MargeM
    • October 10, 2018

41. Minimum funding deadline extensions - disaster relief

    By Belgarath, September 28, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 28, 2004

42. Minimum funding due date 9/15 or 9/17?

    By AndyH, September 13, 2001
    • 11 replies
    • 3.1k views
    • 
    • david rigby
    • September 17, 2001

43. adjusting plan assets for funding defiicency Minimum funding for plans with with prior year FD

    By VeryOldMan, March 21, 2020
    • 2 replies
    • 548 views
    • 
    • VeryOldMan
    • May 9, 2020

44. minimum funding if 8 1/2 months falls on a Saturday

    By thepensionmaven, September 30, 2007
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • October 1, 2007

45. Minimum Funding Requirements

    By Guest SIGTWATCHER, May 30, 2003
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • May 30, 2003

46. Minimum Funding Standards

    By Andy the Actuary, October 31, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • October 31, 2007

47. Minimum Funding Waiver

    By Guest shronesz, September 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 6, 2002

48. Minimum funding waiver request

    By Guest Philip2, July 22, 2014
    • 8 replies
    • 3.3k views
    • 
    • My 2 cents
    • July 22, 2014

49. Minimum Gateway

    By Dougsbpc, December 6, 2013
    • 6 replies
    • 2k views
    • 
    • AndyH
    • May 19, 2014

50. Minimum Gateway DB/DC combo

    By John Feldt ERPA CPC QPA, October 25, 2018
    • 3 replies
    • 1.2k views
    • 
    • mming
    • October 27, 2018