Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. One month lookback rates 417

   By SoCalActuary, January 21, 2020
   • 2 replies
   • 583 views
   • 
   • Jakyasar
   • January 21, 2020

2. Municipal Plan "Spinoff"

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

3. Whipsaw Eliminated

   By Penman2006, September 20, 2006
   • 2 replies
   • 1.4k views
   • 
   • Penman2006
   • September 21, 2006

4. Union Sponsered Defined Benefit question

   By Guest Brent_Hyatt, February 28, 2000
   • 2 replies
   • 1.3k views
   • 
   • KJohnson
   • March 1, 2000

5. Gatt Rares

   By Guest Gerald Goode, June 6, 2001
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • June 6, 2001

6. Restricted Distributions under PPA

   By Rob P, August 24, 2007
   • 2 replies
   • 1.1k views
   • 
   • Rob P
   • August 25, 2007

7. 412i plan compliance

   By Gary, November 17, 2007
   • 2 replies
   • 1.1k views
   • 
   • SoCalActuary
   • November 19, 2007

8. 415 lump sum limit and several plans

   By abanky, August 24, 2010
   • 2 replies
   • 868 views
   • 
   • abanky
   • August 24, 2010

9. PBGC - plan vs. sponsor EIN

   By Grendel77, July 24, 2014
   • 2 replies
   • 1.4k views
   • 
   • Effen
   • July 25, 2014

10. Valuation date question

    By mphs77, June 15, 2015
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 16, 2015

11. Terminating - unresponsive participants

    By Lou81, September 5, 2024
    • 2 replies
    • 803 views
    • 
    • Lou81
    • September 5, 2024

12. Termination of Frozen DB

    By J. Bringhurst, November 13, 2006
    • 2 replies
    • 1.5k views
    • 
    • J. Bringhurst
    • November 13, 2006

13. Unfreeze Plan

    By Dougsbpc, August 24, 2010
    • 2 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 26, 2010

14. Reporting to PBGC

    By Andy the Actuary, September 26, 2010
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • September 27, 2010

15. What limits are combined when Employer maintains 401k/PS and Cash Balance Plan

    By jkharvey, July 25, 2014
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • July 25, 2014

16. Benefit Entitlement

    By Gary, November 25, 1998
    • 2 replies
    • 2.8k views
    • 
    • david rigby
    • November 25, 1998

17. 30 Year Treasury Rates

    By Guest Don N, March 2, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 2, 2000

18. 401(a)(17) proration

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

19. Who is Janet Krueger?

    By Dave Baker, November 21, 2003
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • November 25, 2003

20. Form 8955-SSA

    By AdKu, June 2, 2017
    • 2 replies
    • 996 views
    • 
    • AdKu
    • June 2, 2017

21. Pre-2001 required GUST amendments?

    By Guest FredReilly, December 15, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 28, 2000

22. lump sum distribution

    By Gary, November 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 8, 2001

23. FASB Limits

    By FAPInJax, September 8, 2004
    • 2 replies
    • 1.1k views
    • 
    • FAPInJax
    • September 9, 2004

24. AFTAP - One Person Plan

    By Andy the Actuary, January 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 22, 2009

25. Plan Freeze/Termination Lump Sum Question

    By tuni88, September 27, 2010
    • 2 replies
    • 1.9k views
    • 
    • My 2 cents
    • September 27, 2010

26. 415 - annual accrual vs total benefit

    By figure 8, December 26, 2014
    • 2 replies
    • 1.1k views
    • 
    • figure 8
    • December 28, 2014

27. QPSA: def of "earliest retirement age"

    By roy819, November 6, 2018
    • 2 replies
    • 975 views
    • 
    • C. B. Zeller
    • December 13, 2018

28. Benefit Accruals

    By Gary, December 1, 1998
    • 2 replies
    • 2.2k views
    • 
    • Chester
    • December 1, 1998

29. Searching for a Revenue Ruling

    By Gary, November 2, 2001
    • 2 replies
    • 2.8k views
    • 
    • Gary
    • November 3, 2001

30. Pre-participation Compensation

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

31. Benefit Restrictions/Union Plan

    By Guest Sus95, March 3, 2008
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • September 18, 2008

32. Majority Owner for PBGC's standard termination

    By flosfur, May 27, 2008
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 28, 2008

33. Death After Election

    By LIBERTYKID, April 14, 2014
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • April 14, 2014

34. Distress termination

    By Guest JBeck, August 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • August 12, 2003

35. Covered Compensation proration

    By Guest bcggal, January 13, 2010
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 14, 2010

36. Distribution Calculation for Mandatory Contributory DB Plan

    By Guest lsh, January 6, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 9, 2004

37. Purchasing Additional Benefit Service

    By RCK, February 25, 2005
    • 2 replies
    • 981 views
    • 
    • Guest
    • February 25, 2005

38. Notice 2007-28

    By Penman2006, April 28, 2008
    • 2 replies
    • 1.3k views
    • 
    • Penman2006
    • April 29, 2008

39. Deadline for Corrective Amendment

    By Pension RC, September 15, 2014
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 15, 2014

40. Excess Assets and Maximum Benefit

    By Dougsbpc, September 9, 2021
    • 2 replies
    • 607 views
    • 
    • Effen
    • September 9, 2021

41. Does a Nondeductible Contribution Considered a Basis On Distribution?

    By Guest amadeus, December 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • December 27, 2004

42. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • July 13, 2011

43. Annual Funding Notice $50 Million or Not?

    By Just Me, April 9, 2013
    • 2 replies
    • 988 views
    • 
    • Just Me
    • April 10, 2013

44. 415 lump sum question

    By Mister Met, June 29, 2013
    • 2 replies
    • 1.1k views
    • 
    • Calavera
    • July 1, 2013

45. Termination - waiving benefit

    By MGOAdmin, February 23, 2015   

    • termination
    • waiving
    • (and 2 more)

      Tagged with:

      • termination
      • waiving
      • benefit
      • underfunded
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • February 23, 2015

46. Testing of Ineligible Employees

    By ConnieStorer, March 1, 2019
    • 2 replies
    • 595 views
    • 
    • ConnieStorer
    • March 4, 2019

47. AVA Method

    By david rigby, November 4, 2002
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • March 20, 2003

48. Combined DB/DC plan

    By Gary, July 23, 2008
    • 2 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • July 24, 2008

49. Applying Credit Balance to Quarterly Contr Requirements

    By dmb, June 25, 2009
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 25, 2009

50. small PBGC Plan under(over) Funded

    By Guest jmrodrig, April 6, 2010
    • 2 replies
    • 886 views
    • 
    • JAY21
    • April 6, 2010