Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Offset arrangement

   By Carol V. Calhoun, September 24, 2018
   • 5 replies
   • 2k views
   • 
   • CuseFan
   • September 25, 2018

2. Offset Cash Balance and PBGC Coverage

   By Guest RMcCord, April 5, 2010
   • 2 replies
   • 1.1k views
   • 
   • tymesup
   • April 5, 2010

3. Offset DB plan - refresher

   By Jakyasar, January 10, 2023
   • 5 replies
   • 942 views
   • 
   • Jakyasar
   • January 10, 2023

4. Offset DB plans

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

5. Offset in a Cash Balance Plan

   By Guest RedsPredsVolsTitans, November 20, 2012
   • 4 replies
   • 2.2k views
   • 
   • AndyH
   • November 27, 2012

6. Offset Plan

   By Gary, August 7, 2008
   • 2 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • August 8, 2008

7. Offset Plan

   By Gary, May 25, 2003
   • 8 replies
   • 3k views
   • 
   • mbozek
   • May 29, 2003

8. Offset plan - 415 Limits

   By MGOAdmin, June 25, 2014   

   • offset
   • 415
   • (and 2 more)

     Tagged with:

     • offset
     • 415
     • limits
     • lump sum
   • 2 replies
   • 1.9k views
   • 
   • My 2 cents
   • June 25, 2014

9. Offset Plans

   By Gary, June 4, 2008
   • 3 replies
   • 1.3k views
   • 
   • Gary
   • June 5, 2008

10. Offset to Accd Ben due to withdrawal of EE Cont

    By Gary, July 17, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • July 18, 2002

11. Offset using a hypothetical account balance?

    By C. B. Zeller, May 3, 2018
    • 5 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • May 7, 2018

12. offsetting actuarial increases against benefit accruals

    By Guest allen293, March 31, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 31, 2011

13. Offsetting Benefits

    By Guest Sabadee!, April 24, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 24, 2008

14. OK to Have Different Accrual Rules for First and Last Years?

    By Übernerd, September 15, 2014   

    • accrual rules
    • periods of service
    • 7 replies
    • 1.2k views
    • 
    • Übernerd
    • September 16, 2014

15. OK To Terminate with GUST Document?

    By Dougsbpc, May 22, 2010
    • 9 replies
    • 1.5k views
    • 
    • Kevin C
    • May 26, 2010

16. older mortality tables

    By jeanh, August 15, 2019
    • 2 replies
    • 523 views
    • 
    • jeanh
    • August 16, 2019

17. Oldie but goodie - 401(a)(26)

    By FAPInJax, January 12, 2005
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • January 14, 2005

18. One day plan funding

    By SoCalActuary, January 4, 2013
    • 4 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 30, 2013

19. One Election Form for 2 Cash Balance Plans

    By Guest ircreader, May 13, 2005
    • 11 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2005

20. One life db takeover with no AFTAPs

    By Jakyasar, November 19, 2021
    • 12 replies
    • 2k views
    • 
    • Jakyasar
    • November 22, 2021

21. One Man 401k/Cash Balance

    By metsfan026, August 24, 2021
    • 6 replies
    • 1.8k views
    • 
    • Bri
    • September 10, 2021

22. One man Plan

    By Guest jfreeborn, December 8, 2010
    • 4 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • December 8, 2010

23. One man plan

    By Julie, August 21, 2019
    • 9 replies
    • 741 views
    • 
    • shERPA
    • August 22, 2019

24. One month lookback rates 417

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

25. One owner DB and 401a26 issue

    By Jakyasar, March 29, 2022
    • 5 replies
    • 976 views
    • 
    • truphao
    • March 31, 2022

26. One Participant Plan

    By Gary, April 29, 2008
    • 9 replies
    • 6.7k views
    • 
    • SoCalActuary
    • May 7, 2008

27. One Person DB Plan Failed to Make MRC

    By emmetttrudy, May 9, 2011
    • 4 replies
    • 1.1k views
    • 
    • SoCalActuary
    • May 9, 2011

28. One Plan - Multiple BCD's

    By Guest Sabadee!, September 9, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 9, 2008

29. One Plan > $250,000 But Other Plan Is Not. Form 5500 Required for Other Plan?

    By Stash026, October 6, 2017
    • 4 replies
    • 1.7k views
    • 
    • CuseFan
    • October 6, 2017

30. One Year Term Cost For Envelope Funding

    By Guest merlin, June 17, 2005
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • June 23, 2005

31. One-person plan initial plan year

    By emmetttrudy, August 25, 2010
    • 6 replies
    • 1.3k views
    • 
    • David MacLennan
    • August 26, 2010

32. Ongoing funding ratios - actuarial value or market value

    By Guest Keith N, October 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • October 22, 2001

33. Online source for 2008 Plan AFTAPs ?

    By Guest DBPension, March 31, 2009
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • April 2, 2009

34. Onsite with the PBGC

    By RCK, October 8, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 21, 2008

35. Oops - contribution went to the wrong place

    By Blinky the 3-eyed Fish, July 29, 2009
    • 2 replies
    • 914 views
    • 
    • Blinky the 3-eyed Fish
    • July 30, 2009

36. Oopsey

    By Andy the Actuary, April 16, 2010
    • 2 replies
    • 1.1k views
    • 
    • Effen
    • April 16, 2010

37. OPEB??

    By Guest Amanda Davis, August 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 15, 2003

38. Opening balance in cash balance plan

    By Gary, June 16, 1999
    • 1 reply
    • 1.8k views
    • 
    • richard
    • June 16, 1999

39. Opening balance wear away issues.

    By Gary, August 7, 2000
    • 0 replies
    • 1.7k views
    • 
    • Gary
    • August 7, 2000

40. Operational failure in a DB prototype?

    By QNPG, February 3, 2011
    • 5 replies
    • 1.2k views
    • 
    • QNPG
    • February 15, 2011

41. Operationally handling the DB/RMD

    By Jerry Erisa, April 15, 2015
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • April 16, 2015

42. Optimized account mix for max tax deferral

    By adam_mx, October 10, 2015
    • 2 replies
    • 909 views
    • 
    • ESOP Guy
    • October 12, 2015

43. Opting Out of HAFTA for 2013

    By Andy the Actuary, August 30, 2014
    • 5 replies
    • 1.8k views
    • 
    • Hojo
    • September 11, 2014

44. Optional Annuity Forms Offered to Actives During Plan Termination

    By Pension RC, June 3, 2016
    • 5 replies
    • 2.5k views
    • 
    • AndyH
    • June 9, 2016

45. Optional form of annuity

    By FAPInJax, January 23, 2006
    • 2 replies
    • 1.4k views
    • 
    • FAPInJax
    • January 24, 2006

46. Optional Forms upon Plan Termination

    By Guest Mike Spickard, May 30, 2003
    • 7 replies
    • 2.6k views
    • 
    • RTK
    • May 30, 2003

47. Optional Forms while Benefit Restrictions Apply

    By Guest Actuary Bill, July 29, 2009
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • July 30, 2009

48. optional forms, anti-cutback rule and plan termination

    By Guest Salvador A Mander, March 31, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 31, 2010

49. Options Available when a CB Plan misses its Minimum Funding

    By CharlesLeggette, January 3, 2014
    • 2 replies
    • 909 views
    • 
    • Rball4
    • January 3, 2014

50. Options for funds transferred to a QRP following overfunded DB plan termination?

    By kmhaab, February 14, 2024
    • 3 replies
    • 2k views
    • 
    • Effen
    • February 15, 2024