Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. most valuable accrual rates

   By Gary, April 20, 2012
   • 5 replies
   • 2k views
   • 
   • SoCalActuary
   • April 23, 2012

2. Most valuable accruals

   By FAPInJax, March 6, 2009
   • 0 replies
   • 873 views
   • 
   • FAPInJax
   • March 6, 2009

3. Move existing Whole Life into new DB Plan

   By CTipper, October 17, 2007
   • 5 replies
   • 1.3k views
   • 
   • tymesup
   • October 17, 2007

4. MP Plan - Annuity Request

   By TPApril, February 26, 2025
   • 2 replies
   • 895 views
   • 
   • david rigby
   • March 8, 2025

5. MP/DB Conversion

   By Guest Mike Mallon, December 20, 2000
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • December 27, 2000

6. MPAA

   By Andy the Actuary, August 23, 2007
   • 5 replies
   • 1.5k views
   • 
   • AndyH
   • August 24, 2007

7. MPPP - Expenses for Purchase of Annuities

   By J. Bringhurst, August 29, 2002
   • 21 replies
   • 3.2k views
   • 
   • J. Bringhurst
   • September 4, 2002

8. MRC, Max Deductible and Sole Props

   By Lou S., September 14, 2011
   • 3 replies
   • 1.2k views
   • 
   • Lou S.
   • September 14, 2011

9. MRD for New Plan

   By mwyatt, November 15, 2005
   • 1 reply
   • 1.3k views
   • 
   • Effen
   • November 15, 2005

10. MRD from defined benefit plan

    By Pension RC, November 7, 2013
    • 4 replies
    • 2.3k views
    • 
    • Calavera
    • November 8, 2013

11. MRDs with in service provision

    By Sixpack, September 27, 2019   

    • eoy val--how to adjust ft
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • September 28, 2019

12. Muliemployer deduction problems & 412(c)(8)

    By Guest, December 2, 1999
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • December 21, 1999

13. Multi-employer plans

    By Guest sonny0, March 3, 2004
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 4, 2004

14. Multi-Employer Question

    By Guest Happy Actuary, April 26, 2007
    • 2 replies
    • 1k views
    • 
    • Effen
    • April 26, 2007

15. Multiemployer - delinquency funds

    By Guest Keith N, May 3, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 4, 2002

16. Multiemployer pensin plan withdrawals

    By Guest lisbetf, August 29, 2003
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • August 30, 2003

17. multiemployer plan summary

    By Beemer, April 15, 2011
    • 1 reply
    • 753 views
    • 
    • SoCalActuary
    • April 16, 2011

18. Multiple Annuity Starting Date for 415

    By ac, June 14, 2006
    • 5 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 15, 2006

19. Multiple Crediting Rates

    By John Feldt ERPA CPC QPA, February 17, 2014   

    • crediting rates
    • interest rate credit
    • 10 replies
    • 1.8k views
    • 
    • david rigby
    • February 20, 2014

20. multiple db plans

    By Guest harris, October 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • Everett Moreland
    • October 15, 1999

21. Multiple DB plans

    By retbenser, July 2, 2010
    • 4 replies
    • 1.3k views
    • 
    • retbenser
    • July 3, 2010

22. Multiple DB Plans

    By Guest naveen, February 19, 2010
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • February 20, 2010

23. Multiple Employer DB Pension Plan

    By Guest Teddie, May 1, 2006
    • 3 replies
    • 1.8k views
    • 
    • Ron Snyder
    • May 4, 2006

24. Multiple Employer Plan - Defined Benefit

    By Rolf Trautmann, April 26, 2011
    • 1 reply
    • 1.9k views
    • 
    • Rolf Trautmann
    • April 29, 2011

25. Multiple Employer Plan -- Sharing Excess Assets

    By davef, January 17, 2002
    • 0 replies
    • 1.4k views
    • 
    • davef
    • January 17, 2002

26. Multiple Employer plans

    By abanky, July 20, 2010
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • July 20, 2010

27. Multiple Employer Plans

    By Belgarath, January 8, 2010
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • January 8, 2010

28. Multiple Employer Plans

    By Guest Patrick Foley, October 24, 2012
    • 0 replies
    • 824 views
    • 
    • Guest
    • October 24, 2012

29. Multiple Employer Plans

    By Guest Donaldson, February 20, 2003
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • February 21, 2003

30. Multiple formulas / Restructuring

    By Guest calcu, August 11, 2004
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • August 12, 2004

31. Multiple Formulas in DB Plan

    By JAY21, August 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • August 18, 2010

32. Multiple In-Service Distributions by Participant in Same Calendar Year (Cash Balance Plan)

    By waid10, December 13, 2023
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • December 13, 2023

33. Multiple lump sum windows

    By fiona1, December 16, 2016
    • 2 replies
    • 1.5k views
    • 
    • fiona1
    • December 16, 2016

34. Multiple pension plans

    By richard, September 17, 1998
    • 2 replies
    • 3.4k views
    • 
    • Larry M
    • September 18, 1998

35. Municipal Plan "Spinoff"

    By LIBOR, October 12, 2001
    • 2 replies
    • 1.4k views
    • 
    • LIBOR
    • October 13, 2001

36. Municipal/Governmental DB Plans

    By truphao, November 16, 2023
    • 9 replies
    • 948 views
    • 
    • Liz Hallam
    • November 17, 2023

37. Must 204(h) notice for a DB plan state what the benefit formula used to be, or can it just say that further benefit accruals are frozen?

    By nancy, October 1, 2003
    • 8 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003

38. Must Frozen DB Plans switch to UC Funding (per 2004 gray book)?

    By Guest Bill Kalke, April 1, 2004
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • April 2, 2004

39. Must Plan Administrators have returning employee/Plan Participants "Reaffirm" Designated Beneficiary

    By pwitt, August 21, 2024
    • 4 replies
    • 971 views
    • 
    • acm_acm
    • August 22, 2024

40. MV Yield Calculation

    By david rigby, April 3, 2009
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • May 7, 2010

41. MVAR

    By JAY21, August 11, 2006
    • 30 replies
    • 8.3k views
    • 
    • AndyH
    • August 17, 2007

42. MVAR include 401(k) deferrals ?

    By JAY21, March 4, 2004
    • 1 reply
    • 2.4k views
    • 
    • AndyH
    • March 4, 2004

43. My wife and I are thinking about switching to a DB plan. With our ages

    By Guest sampat, January 15, 2001
    • 31 replies
    • 4.1k views
    • 
    • Guest
    • January 23, 2001

44. MYPPA 5-27-2010

    By Andy the Actuary, May 27, 2010
    • 1 reply
    • 1k views
    • 
    • tymesup
    • June 2, 2010

45. MYPPA and Short Plan Year

    By Andy the Actuary, December 13, 2010
    • 2 replies
    • 958 views
    • 
    • Andy the Actuary
    • December 13, 2010

46. Naming a non-spouse as beneficiary as part of J&S

    By AdKu, May 29, 2018   

    • naming a non-spouse as beneficiary as part of j&s
    • 11 replies
    • 4k views
    • 
    • CLE Pension
    • February 19, 2021

47. Naming Names

    By Cloudy, January 7, 2014
    • 13 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 9, 2014

48. NAR and MVAR Calculation

    By Guest PensionNW, November 24, 2004
    • 23 replies
    • 5.4k views
    • 
    • WDIK
    • December 15, 2004

49. National Steel Corp - Potential Plan Termination

    By Guest pjb, January 28, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 28, 2003

50. NC Calculations - Plan Termination Year

    By Guest MProctor, July 28, 2004
    • 5 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2004