Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. insurance in defined benefit plans

   By Guest mich823, November 8, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • November 8, 2001

2. Notice of Annuity Information

   By DBnme, May 12, 2020
   • 7 replies
   • 1.3k views
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   • Mike Preston
   • May 16, 2020

3. Deductibility of insurance premiums in DB plans

   By Guest Carol the Writer, September 1, 2004
   • 2 replies
   • 1.3k views
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   • Guest
   • September 1, 2004

4. When do you start calculating break in service?

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

5. DB restatements

   By Guest Nini, May 19, 2006
   • 1 reply
   • 1.3k views
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   • Belgarath
   • May 19, 2006

6. Plan Sponor Agreement to Change in Funding Method

   By Guest merlin, September 9, 2002
   • 2 replies
   • 1.3k views
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   • mwyatt
   • September 9, 2002

7. SCHEDULE B ACCRUED LIABILITY

   By Guest draper, July 7, 2003
   • 3 replies
   • 1.3k views
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   • Guest
   • July 8, 2003

8. FAS 87/132 Disributions

   By dmb, February 20, 2004
   • 5 replies
   • 1.3k views
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   • mwyatt
   • February 20, 2004

9. DB restatements

   By JAY21, August 17, 2009
   • 3 replies
   • 1.3k views
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   • JAY21
   • August 21, 2009

10. AOCI

    By abanky, April 1, 2010
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • April 1, 2010

11. Withholding Default on Roth IRA Elections

    By Andy the Actuary, April 29, 2008
    • 1 reply
    • 1.3k views
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    • GMK
    • April 29, 2008

12. assumptions used to calculate withdrawal liability

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

13. Change in Computation Period

    By Guest hyper, October 6, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 6, 2005

14. USERRA

    By BTG, February 3, 2010
    • 1 reply
    • 1.3k views
    • 
    • BTG
    • February 5, 2010

15. Am I Missing Something?

    By Andy the Actuary, November 27, 2011
    • 3 replies
    • 1.3k views
    • 
    • frizzyguy
    • November 30, 2011

16. DB/DC deduction limit after PPA 2006

    By YankeeFan, May 18, 2007
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 18, 2007

17. Employer wants to rescind DBP during first year; does not want the plan.

    By Guest LMalone, May 11, 2005
    • 4 replies
    • 1.3k views
    • 
    • could be me maybe not
    • May 12, 2005

18. Testing issues in year of freeze

    By AndyH, February 22, 2010
    • 5 replies
    • 1.3k views
    • 
    • AndyH
    • February 24, 2010

19. Getting Rid of Merged DB Plan's Frozen Voluntary Employee Contribution Account

    By Guest rocnrols2, July 14, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 14, 2005

20. Remember When?

    By Andy the Actuary, May 25, 2012
    • 6 replies
    • 1.3k views
    • 
    • frizzyguy
    • June 4, 2012

21. Pre-participation Compensation

    By 12AX7, December 21, 2007
    • 2 replies
    • 1.3k views
    • 
    • 12AX7
    • December 21, 2007

22. Pre-Participation Service

    By ishi, March 24, 2003
    • 2 replies
    • 1.3k views
    • 
    • Everett Moreland
    • March 26, 2003

23. Question re: failed QDRO

    By Guest Wren, December 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • eeyore
    • December 22, 2010

24. Here's My Story -- It's Sad But True

    By Andy the Actuary, April 21, 2013
    • 4 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • April 22, 2013

25. Cash Balance and Determination Letter

    By waid10, October 23, 2002
    • 2 replies
    • 1.3k views
    • 
    • MGB
    • October 23, 2002

26. 0 hours for eligibility, 1000 hours for benefit

    By ajc0202, March 8, 2023
    • 8 replies
    • 1.3k views
    • 
    • ajc0202
    • March 10, 2023

27. Annual Funding Notices

    By AndyH, April 16, 2009
    • 4 replies
    • 1.3k views
    • 
    • SoCalActuary
    • April 16, 2009

28. Life Insurance for participant that is taking in service distributions

    By SSRRS, July 14, 2020
    • 7 replies
    • 1.3k views
    • 
    • SSRRS
    • July 21, 2020

29. Funding When Early Termination is Expected

    By Guest Bob_DB, November 30, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • November 30, 2004

30. 2010 Re-election

    By AndyH, September 25, 2009
    • 3 replies
    • 1.3k views
    • 
    • dmb
    • September 29, 2009

31. Change of Valuation Date

    By tymesup, January 12, 2009
    • 4 replies
    • 1.3k views
    • 
    • ScottR
    • January 12, 2009

32. db pension plan

    By Guest derfbme, August 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • September 3, 2002

33. cross tested cash balance assumptions

    By abanky, February 28, 2008
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • February 28, 2008

34. effect of 12/31 on fiscal year for startup plan

    By TPApril, December 7, 2012
    • 4 replies
    • 1.3k views
    • 
    • Calavera
    • December 10, 2012

35. Double pro-ration

    By tymesup, December 27, 2007
    • 1 reply
    • 1.3k views
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    • Andy the Actuary
    • December 27, 2007

36. Combined Limits - Different Limitation Years

    By Guest Don N, December 20, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 20, 2000

37. Asset Evaluation Re: FASB 158

    By Andy the Actuary, August 2, 2008
    • 0 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • August 2, 2008

38. 30 year Treasury rates

    By Tom Poje, May 5, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 8, 2006

39. Funding Shortfall of a Terminated Plan

    By Archimage, September 9, 2004
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • September 9, 2004

40. DB/DC Combo Limit Question

    By slburnett, December 2, 2015
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2015

41. How often does land need to be valued in a pension plan?

    By Dennis Povloski, August 1, 2005
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • August 1, 2005

42. Top Heavy DB/DC

    By Dougsbpc, July 28, 2008
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2008

43. 2008 AFTAP - Sequence of Events

    By Guest merlin, July 3, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 3, 2008

44. excess contribution (DB)

    By k man, December 20, 2004
    • 4 replies
    • 1.3k views
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    • david rigby
    • December 20, 2004

45. Cash Out/Buy Back

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

46. 412(i) --> "regular DB plan"

    By Guest texasactuary, December 2, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 2, 2004

47. Does the PFEA amendment to 415(b)(2)(E) apply to Gov't Plans?

    By Guest Bearlee, December 4, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 4, 2008

48. QSLOB's

    By Belgarath, May 19, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • May 19, 2006

49. Issues associated with cut backs due to change in HCE determination

    By Guest sui generis, November 11, 2008
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 12, 2008

50. Possible Affiliated Service Group

    By JAY21, November 7, 2012
    • 3 replies
    • 1.3k views
    • 
    • Doghouse
    • November 14, 2012