Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Can Participant Waive Life Insurance?

   By Dennis Povloski, February 18, 2013
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • February 18, 2013

2. Multiemployer - delinquency funds

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

3. Db Buyout

   By Guest wjr, March 28, 2003
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • February 3, 2004

4. Normal Retirement Age under 62

   By John Feldt ERPA CPC QPA, October 6, 2010
   • 4 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • October 7, 2010

5. Hypothetical 1/1/08 Valuation and AFTAP

   By Guest merlin, January 17, 2008
   • 6 replies
   • 1.2k views
   • 
   • AndyH
   • January 18, 2008

6. Quarterly contributions

   By FAPInJax, January 29, 2009
   • 3 replies
   • 1.2k views
   • 
   • ScottR
   • February 5, 2009

7. sole proprietor DB Plan

   By Earl, March 10, 2010
   • 0 replies
   • 1.2k views
   • 
   • Earl
   • March 10, 2010

8. QPSA - participants' notice

   By AdKu, June 24, 2019
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • June 24, 2019

9. Effective Rate

   By Guest RBlaine, January 2, 2009
   • 7 replies
   • 1.2k views
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   • tymesup
   • January 5, 2009

10. Affiliated Service Group/404(a)(7) Issue

    By JAY21, February 11, 2005
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • February 11, 2005

11. IRS required commitment to fully fund terminating CB plan

    By shERPA, May 25, 2016
    • 5 replies
    • 1.2k views
    • 
    • Calavera
    • May 27, 2016

12. Products Marketed to DB plans

    By Guest edemby, September 28, 2001
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 28, 2001

13. Annual Funding Notice Required?

    By Guest DBStudentAct, April 25, 2011
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 26, 2011

14. Top Heavy Benefit for combined BD & DC Plan

    By Guest, January 24, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 24, 2000

15. Section 430(f)(8) - Adjustment for Investment Experience

    By flosfur, March 12, 2009
    • 7 replies
    • 1.2k views
    • 
    • david rigby
    • March 13, 2009

16. FIL Method-Assumption Base

    By JAY21, March 1, 2005
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • March 1, 2005

17. Overfunded one man plan and PPA maximum deduction

    By Guest DCquestioner, December 15, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 15, 2008

18. last day of plan year valuation date

    By Gary, December 10, 2010
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • December 10, 2010

19. 430 Plan Expense Assumption

    By Andy the Actuary, May 16, 2009
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • May 18, 2009

20. DB Rollover Account

    By abanky, March 21, 2007
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • March 21, 2007

21. funding deadline

    By abanky, September 22, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 22, 2008

22. Average Benefit Percentage Test - Follow-Up Question

    By LIBOR, August 3, 2004
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • August 5, 2004

23. Overfunded 1-part DB, Maybe

    By Lou S., June 17, 2008
    • 7 replies
    • 1.2k views
    • 
    • Effen
    • June 18, 2008

24. Variable Rate Premiums

    By Guest Astro, January 25, 2006
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • January 26, 2006

25. DB for domestic help

    By Lame Duck, January 11, 2005
    • 3 replies
    • 1.2k views
    • 
    • Lame Duck
    • January 11, 2005

26. 60-80 AFTAP

    By Guest Dumb & Dumber, February 16, 2012
    • 2 replies
    • 1.2k views
    • 
    • mattmc82
    • February 17, 2012

27. Reporting to PBGC

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

28. 6% Fixed Rate Allowed in today's Regulation

    By John Feldt ERPA CPC QPA, September 18, 2014   

    • fixed rate
    • crediting rate
    • (and 3 more)

      Tagged with:

      • fixed rate
      • crediting rate
      • interest credit
      • cash balance
      • hybrid
    • 0 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2014

29. New plan - too fast

    By Guest ICannotDiscloseMyIdentity, August 2, 2010
    • 2 replies
    • 1.2k views
    • 
    • D Syrett
    • August 5, 2010

30. Selecting Worst Interest Scenario

    By Andy the Actuary, April 9, 2009
    • 7 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 14, 2009

31. Amending Plan's credited hours of service

    By lexi, July 11, 2007
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • July 12, 2007

32. Val Date chg to EOY for terminating plan

    By David MacLennan, January 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • David MacLennan
    • January 13, 2003

33. Frozen DB, Bonus in lieu of future benefits

    By Guest A125, February 25, 2011
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • April 4, 2011

34. Rollover options for non-spouse beneficiaries in pay status at DB plan termination

    By Pension RC, May 8, 2015
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • May 14, 2015

35. Quarterlies (Any Problem?)

    By Andy the Actuary, April 20, 2010
    • 5 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 20, 2010

36. Reading The Tea Leaves

    By JAY21, April 3, 2006
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 3, 2006

37. QSLOB Separate Management Requirement

    By Guest ebgroup, January 13, 2011
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • January 13, 2011

38. Changing assumptions on prior schedule B

    By Guest saeissler, September 25, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 25, 2007

39. Asset reversion #2?

    By Guest babs51, August 9, 2006
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • August 10, 2006

40. Converting a direct rollover to an initial cash balance

    By Guest Mike Melnick, March 12, 2003
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 15, 2003

41. 2 DB plans at once, or 1 old termed DB + 1 new DB

    By John Feldt ERPA CPC QPA, February 20, 2012
    • 7 replies
    • 1.2k views
    • 
    • SoCalActuary
    • February 21, 2012

42. cash balance... Roth?

    By AlbanyConsultant, January 16
    • 4 replies
    • 1.2k views
    • 
    • Bri
    • January 16

43. QDRO

    By Guest duped1, August 5, 2007
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • August 6, 2007

44. DB Plan to Cash Balance -- A+B question

    By Guest RiskAdvisor, September 16, 2008
    • 5 replies
    • 1.2k views
    • 
    • ak2ary
    • September 16, 2008

45. Insurance Problem

    By Dougsbpc, December 23, 2004
    • 7 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • December 24, 2004

46. RPA Full funding floor for EOY valuation

    By FAPInJax, July 12, 2005
    • 0 replies
    • 1.2k views
    • 
    • FAPInJax
    • July 12, 2005

47. Election Apply FSCOB

    By Andy the Actuary, November 1, 2008
    • 5 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • November 5, 2008

48. PFB for EOY val date

    By Guest AP914, May 11, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 11, 2009

49. Lump sum annuity factor for fractional age ( years and months)

    By VeryOldMan, August 17, 2021
    • 6 replies
    • 1.2k views
    • 
    • VeryOldMan
    • August 19, 2021

50. Funding Target

    By JBones, February 3, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • February 5, 2010