Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. AFTAP Fun

   By JAY21, December 19, 2007
   • 7 replies
   • 1.3k views
   • 
   • Guest
   • December 20, 2007

2. Use of Credit Balance to Offset MRC and Quarterlies

   By Andy the Actuary, October 25, 2010
   • 3 replies
   • 1.3k views
   • 
   • My 2 cents
   • October 29, 2010

3. IndyMac FDIC Declaration for DB Plans

   By Guest flogger, July 25, 2008
   • 5 replies
   • 1.3k views
   • 
   • Mike Preston
   • July 28, 2008

4. 25% deduction limit - a variation on a theme

   By richard, July 27, 1999
   • 0 replies
   • 1.3k views
   • 
   • richard
   • July 27, 1999

5. Nonresponsive Participants in Terminating DB Plan

   By BH1528, December 5, 2018
   • 3 replies
   • 1.3k views
   • 
   • BH1528
   • December 5, 2018

6. Terminating DB Plan

   By Hoard1, March 2, 2000
   • 0 replies
   • 1.3k views
   • 
   • Hoard1
   • March 2, 2000

7. Cash Balance Plans/EEOC

   By Guest pwh, March 8, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 8, 2000

8. Easy top heavy minimum question

   By John Feldt ERPA CPC QPA, January 5, 2009
   • 3 replies
   • 1.3k views
   • 
   • SoCalActuary
   • January 6, 2009

9. Mortality Assumption for Actuarial Equivalence

   By C. B. Zeller, November 20, 2018
   • 4 replies
   • 1.3k views
   • 
   • Effen
   • November 24, 2018

10. Sole Prop - Late contribution

    By Hojo, September 6, 2019
    • 13 replies
    • 1.3k views
    • 
    • AndyH
    • September 13, 2019

11. Trust outstanding checks

    By Guest Nautical, June 28, 2004
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • June 28, 2004

12. question retracted

    By AndyH, August 23, 2005
    • 6 replies
    • 1.3k views
    • 
    • could be me maybe not
    • August 23, 2005

13. Missing Participants-PBGC Plan Term

    By JAY21, March 8, 2011
    • 5 replies
    • 1.3k views
    • 
    • JAY21
    • March 9, 2011

14. DB Plans and FDIC

    By Guest RMPension, July 15, 2008
    • 3 replies
    • 1.3k views
    • 
    • JAY21
    • July 15, 2008

15. DB RMD - when is it due?

    By Jakyasar, November 22, 2022
    • 8 replies
    • 1.3k views
    • 
    • Jakyasar
    • November 23, 2022

16. Cash Balance Plan Comp. Definition

    By zimbo, July 18, 2008
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • July 18, 2008

17. When do you start calculating break in service?

    By Guest fcdeacy, November 9, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 9, 2004

18. Suspension Of Benefits

    By J. Bringhurst, March 27, 2003
    • 0 replies
    • 1.3k views
    • 
    • J. Bringhurst
    • March 27, 2003

19. Pro-forma Notices

    By Andy the Actuary, February 13, 2008
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • February 13, 2008

20. heinz 2005-23

    By Guest JBeck, July 14, 2005
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • July 14, 2005

21. Moot Point?

    By Andy the Actuary, August 21, 2014
    • 5 replies
    • 1.3k views
    • 
    • My 2 cents
    • September 2, 2014

22. Non-safe harbor Floor-Offset Plan

    By Guest merlin, April 25, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 29, 2002

23. PPA Funding

    By Guest DBAnalyst123, February 6, 2009
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • February 6, 2009

24. Schedule B vs. 5500

    By JAY21, October 11, 2007
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • October 12, 2007

25. Unit credit funding

    By FAPInJax, January 2, 2004
    • 5 replies
    • 1.3k views
    • 
    • FAPInJax
    • January 6, 2004

26. Looking for a sample form for RMD that incorporates any spousal consent, options, etc.

    By Guest shronesz, December 11, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 11, 2003

27. Segment Rate Estimate

    By Effen, May 24, 2007
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • May 26, 2007

28. Can nonqual. Deferred Compensation be included in Df of Compensation f

    By Guest Cal, September 12, 2000
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 13, 2000

29. cash balance plan

    By thepensionmaven, November 13, 2008
    • 6 replies
    • 1.3k views
    • 
    • david rigby
    • November 14, 2008

30. General Tested DB/DC

    By Blinky the 3-eyed Fish, February 13, 2008
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 15, 2008

31. EA Meetings

    By Effen, March 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • mwyatt
    • March 31, 2007

32. Is this possible?

    By Guest Doogie61, March 4, 2010
    • 8 replies
    • 1.3k views
    • 
    • Effen
    • March 5, 2010

33. DB Outsourcing

    By seatpa, February 17, 2012
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • February 18, 2012

34. Plan Qualification in Puerto Rico

    By Guest jac, March 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • March 29, 2004

35. Accrued Benefit - After NRA

    By Guest Heather_PA, December 11, 2012
    • 3 replies
    • 1.3k views
    • 
    • Hojo
    • December 14, 2012

36. CONTROLLED GROUP?

    By himt4, June 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 9, 2005

37. Benefit payments in owner-only DB plan

    By Guest Clain, September 14, 2006
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 15, 2006

38. Excess Employer Securities in DB Plan

    By Guest mingblue, February 22, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 23, 2007

39. Employee Contributions to Boost Pension?

    By AndyH, April 13, 2007
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • April 13, 2007

40. Change in Valuation Date

    By Guest chuckb, August 16, 2010
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • August 18, 2010

41. Cash Out/Buy Back

    By Guest Powers, July 16, 2003
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • July 16, 2003

42. valuation date - short CB plan year for termination

    By Bri, June 2, 2021
    • 4 replies
    • 1.3k views
    • 
    • Calavera
    • June 3, 2021

43. CRT as beneficiary of DB plan

    By Guest Matt Tuttle, October 27, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 27, 2000

44. top paid group elections

    By Gary, August 17, 2011
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • August 17, 2011

45. Flexible Plan/Cafeteria Plan

    By Guest mwhitaker, August 9, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 9, 2001

46. Deemed Burn/AFTAP Issue

    By Manatee, March 7, 2019   

    • aftap
    • deemed burn
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 8, 2019

47. CB Conversion Transition Benefit

    By Guest DORIGHT, February 7, 2008
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • February 16, 2008

48. assumptions used to calculate withdrawal liability

    By Fletch, May 8, 2018
    • 3 replies
    • 1.3k views
    • 
    • AnActuary
    • May 13, 2019

49. Amending Plan to stop accruals at NRA

    By dmb, February 5, 2013
    • 6 replies
    • 1.3k views
    • 
    • dmb
    • February 6, 2013

50. Mid-level DB Valuation Software

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