Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Annual Funding Notice for Terminated Plan

   By AndyH, October 5, 2011
   • 8 replies
   • 3.6k views
   • 
   • JAY21
   • March 15, 2013

2. Insurance using Revenue Ruling 74-307

   By FAPInJax, April 8, 2005
   • 1 reply
   • 3.6k views
   • 
   • Guest
   • April 8, 2005

3. Deemed Burn of Balances When There is a Deemed Reduction of the AFTAP

   By Pension RC, August 19, 2013
   • 11 replies
   • 3.6k views
   • 
   • D Syrett
   • October 14, 2014

4. Pre-GATT mortality for lump sums

   By John A, October 12, 1999
   • 8 replies
   • 3.6k views
   • 
   • John A
   • October 20, 1999

5. Terminating a defined benefit plan

   By Guest JPotosky, July 19, 2001
   • 9 replies
   • 3.6k views
   • 
   • Guest
   • August 1, 2001

6. End of Year Valuation

   By Guest Marino13, August 20, 2002
   • 19 replies
   • 3.6k views
   • 
   • MGB
   • August 23, 2002

7. Another contribution due date question

   By AndyH, September 12, 2013
   • 8 replies
   • 3.6k views
   • 
   • AndyH
   • September 13, 2013

8. AFTAP for Terminated Plans

   By zimbo, March 13, 2008
   • 12 replies
   • 3.6k views
   • 
   • JAY21
   • April 25, 2008

9. Offset DB plans

   By Blinky the 3-eyed Fish, April 13, 2004
   • 23 replies
   • 3.6k views
   • 
   • Guest
   • April 19, 2004

10. Cash Balance Plan Term - Interest Crediting Rate

    By Hojo, October 18, 2013
    • 5 replies
    • 3.6k views
    • 
    • Hojo
    • October 18, 2013

11. Cash Balance plan and SEP/solo401k

    By Guest rmse46, June 6, 2007
    • 12 replies
    • 3.6k views
    • 
    • Guest
    • October 30, 2007

12. BallPark Fee Quote?

    By chris, June 30, 2009
    • 25 replies
    • 3.6k views
    • 
    • Andy the Actuary
    • July 7, 2009

13. individually directed cb

    By abanky, April 27, 2007
    • 22 replies
    • 3.6k views
    • 
    • Guest
    • May 5, 2007

14. New 415 Lump Sum Calculation

    By Guest csk, June 16, 2004
    • 12 replies
    • 3.6k views
    • 
    • SoCalActuary
    • June 22, 2004

15. Withdrawal Under ERISA 4063

    By Guest Grumpy456, July 14, 2008
    • 3 replies
    • 3.6k views
    • 
    • Effen
    • July 14, 2008

16. 415 Limits--Distributions While Still Employed?

    By EPCRSGuru, January 28, 2019
    • 9 replies
    • 3.6k views
    • 
    • Bri
    • July 3

17. Prefunding Balances

    By Effen, January 19, 2009
    • 11 replies
    • 3.6k views
    • 
    • Andy the Actuary
    • September 3, 2009

18. Excess Assets on Plan Termination

    By Dougsbpc, April 11, 2008
    • 5 replies
    • 3.6k views
    • 
    • Dougsbpc
    • April 12, 2008

19. Law Governing Pre-ERISA Pension Plans

    By Guest micriv, February 22, 1999
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • March 4, 1999

20. Negative PV of S/F Installments

    By Guest raintrain19, September 27, 2013
    • 20 replies
    • 3.5k views
    • 
    • Guest
    • October 7, 2013

21. Hard freeze, no further accruals, but late retirement "adjustments"?

    By Belgarath, January 30, 2015
    • 8 replies
    • 3.5k views
    • 
    • Andy the Actuary
    • February 2, 2015

22. Schedule SB Average Retirement Age

    By Andy the Actuary, June 2, 2010
    • 2 replies
    • 3.5k views
    • 
    • Mike Preston
    • June 2, 2010

23. 412i plan

    By Gary, June 3, 2010
    • 20 replies
    • 3.5k views
    • 
    • Gary
    • June 14, 2010

24. cash balance with life insurance

    By B21, January 16, 2020
    • 23 replies
    • 3.5k views
    • 
    • C. B. Zeller
    • July 24, 2020

25. Funding deficiency consequences

    By richard, January 12, 2001
    • 5 replies
    • 3.5k views
    • 
    • david rigby
    • August 13, 2001

26. erroneous actuarial computations

    By Larry M, June 9, 2006
    • 15 replies
    • 3.5k views
    • 
    • Guest
    • June 15, 2006

27. Top Heavy Cash Balance Plan

    By carrots, May 7, 2009
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • May 11, 2009

28. Required Minimum Distribution

    By flosfur, December 4, 2006
    • 14 replies
    • 3.5k views
    • 
    • Gary
    • December 13, 2006

29. 50% J&S benefit for young non spouse beneficiary

    By Guest crosseyedtester, March 9, 2005
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • March 10, 2005

30. Deceased Terminated Vested Employees

    By Guest meggie, July 23, 2001
    • 6 replies
    • 3.5k views
    • 
    • AndyH
    • March 24, 2005

31. Remedy for late/missing AFN

    By John314, July 24, 2017   

    • afn
    • annual funding notice
    • (and 1 more)

      Tagged with:

      • afn
      • annual funding notice
      • penalty
    • 3 replies
    • 3.5k views
    • 
    • Peter Gulia
    • July 26, 2017

32. Life Insurance In A Frozen Plan

    By Guest merlin, January 28, 2003
    • 14 replies
    • 3.5k views
    • 
    • Guest
    • January 29, 2003

33. PPA Defined Benefit Plan Pension Statement

    By Andy the Actuary, October 22, 2008
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • February 5, 2009

34. Suspension of benefits notification

    By Gary, June 27, 2001
    • 5 replies
    • 3.5k views
    • 
    • MGB
    • June 28, 2001

35. Where and when is the 30-YR Treasury Rate published?

    By Guest Grumpy455, October 4, 2005
    • 7 replies
    • 3.5k views
    • 
    • david rigby
    • October 6, 2005

36. Regs 1.417(e)-(1)(d) - please check it out

    By Gary, March 12, 2001
    • 13 replies
    • 3.5k views
    • 
    • MGB
    • March 16, 2001

37. What happens if the IRS does not issue a favorable determination letter?

    By katieinny, January 18, 2006
    • 10 replies
    • 3.5k views
    • 
    • GBurns
    • January 21, 2006

38. 2005 5500ez - To B or not to B (schedule B, that is)

    By himt4, April 18, 2006
    • 21 replies
    • 3.5k views
    • 
    • himt4
    • April 24, 2006

39. Yearly annuity to lump sum conversion multipliers for any interest rat

    By Guest cff, May 16, 2001
    • 7 replies
    • 3.5k views
    • 
    • Gary
    • May 23, 2001

40. Excess Contribution

    By Guest Orlando4k, May 11, 2011
    • 5 replies
    • 3.5k views
    • 
    • AndyH
    • May 13, 2011

41. 10-year CC annuity

    By jpod, August 31, 2017
    • 20 replies
    • 3.5k views
    • 
    • Mike Preston
    • September 1, 2017

42. Excess Assets upon Termination

    By Blinky the 3-eyed Fish, February 20, 2008
    • 6 replies
    • 3.5k views
    • 
    • david rigby
    • February 20, 2008

43. 415 and Multiple Annuity Starting Dates

    By AndyH, November 21, 2013
    • 8 replies
    • 3.5k views
    • 
    • AndyH
    • November 22, 2013

44. Vesting Upon Termination of DB Plan

    By Scott, July 11, 2002
    • 3 replies
    • 3.5k views
    • 
    • mwyatt
    • July 12, 2002

45. Frozen Top Heavy DB

    By Dougsbpc, July 15, 2003
    • 9 replies
    • 3.5k views
    • 
    • Dougsbpc
    • July 16, 2003

46. Extended Wear Away Benefit Calc

    By Guest kp, December 15, 1998
    • 1 reply
    • 3.5k views
    • 
    • david rigby
    • December 16, 1998

47. Pension Funding question?

    By Guest Hickory6, August 24, 2002
    • 22 replies
    • 3.5k views
    • 
    • mwyatt
    • August 30, 2002

48. QDRO - Payment Prior to Earliest Retirement Age

    By Pension RC, August 8, 2013
    • 4 replies
    • 3.5k views
    • 
    • david rigby
    • August 8, 2013

49. 415 limits and years of participation

    By zimbo, May 1, 2007
    • 11 replies
    • 3.4k views
    • 
    • Andy the Actuary
    • May 7, 2007

50. 401(a)(17) proration

    By Guest JDL, March 24, 2003
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • March 24, 2003