Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Effective Rate

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

2. Accrual rules - new plan

   By AndyH, December 22, 2010
   • 6 replies
   • 1.2k views
   • 
   • AndyH
   • December 23, 2010

3. Products Marketed to DB plans

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

4. DB Rollover Account

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

5. AFTAP < 60%

   By emmetttrudy, November 17, 2009
   • 1 reply
   • 1.2k views
   • 
   • Effen
   • November 18, 2009

6. 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

7. RPA Full funding floor for EOY valuation

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

8. NON-QUALIFYING ASSETS

   By Guest dbgirl, February 20, 2007
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 20, 2007

9. Minimum hours for year of credited service

   By Pension RC, July 13, 2016
   • 7 replies
   • 1.2k views
   • 
   • My 2 cents
   • July 13, 2016

10. New plan - too fast

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

11. DB Deduction

    By SKC, March 23, 2021
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 26, 2021

12. Reading The Tea Leaves

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

13. Election Apply FSCOB

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

14. QSLOB Separate Management Requirement

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

15. Changing assumptions on prior schedule B

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

16. Selecting Worst Interest Scenario

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

17. 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

18. PFB for EOY val date

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

19. Help on Target Benefit Plan Calculation

    By AdKu, July 9, 2020
    • 5 replies
    • 1.2k views
    • 
    • AdKu
    • July 14, 2020

20. 430 Plan Expense Assumption

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

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

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

22. small plan audit

    By Gary, November 30, 2011
    • 6 replies
    • 1.2k views
    • 
    • chc93
    • December 1, 2011

23. Death Benefit In Excess of QPSA Protected?

    By CuseFan, September 29, 2017
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • September 29, 2017

24. Asset reversion #2?

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

25. Avg. Comp. Definition

    By Young Curmudgeon, January 29, 2008
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • January 29, 2008

26. New Small Plan and Non Discrimination

    By Gary, December 14, 2006
    • 4 replies
    • 1.2k views
    • 
    • ak2ary
    • December 15, 2006

27. Quarterlies (Any Problem?)

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

28. Amending Plan's credited hours of service

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

29. QPSA and QOSA

    By PensionPro, March 7, 2025
    • 4 replies
    • 1.2k views
    • 
    • fmsinc
    • March 8, 2025

30. 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

31. Pension funding relief

    By Gary, July 8, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2011

32. Adding lump sum options and/or window - discrimination issues?

    By Moose, April 22, 2021
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • April 22, 2021

33. Funding Target

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

34. Insurance Problem

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

35. Converting Defined Benefit Plan into IRA

    By Alexis K, May 8, 2017   

    • defined benefit plan
    • ira
    • (and 1 more)

      Tagged with:

      • defined benefit plan
      • ira
      • pensco
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 8, 2017

36. db plan statistics

    By Guest cooper, September 19, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 19, 2002

37. Benefit liabilities

    By AndyH, January 26, 2006
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • January 27, 2006

38. QDRO

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

39. Proposed Budget increases PBGC premiums

    By david rigby, October 28, 2015
    • 7 replies
    • 1.2k views
    • 
    • Calavera
    • October 29, 2015

40. AFTAP for new plan effective 1/1/09

    By YankeeFan, June 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 15, 2009

41. Proposed Regs 1.436-1(h)(2)

    By flosfur, April 17, 2008
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • April 18, 2008

42. Pension payroll tracking system

    By david rigby, October 25, 2017
    • 5 replies
    • 1.2k views
    • 
    • Effen
    • October 26, 2017

43. Cash Balance as Super Profit Sharing Plan

    By carrots, February 16, 2009
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • February 16, 2009

44. Death After Election

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

45. COLAs

    By jpod, July 18, 2013
    • 5 replies
    • 1.2k views
    • 
    • tymesup
    • July 23, 2013

46. Final Average Earnings: Can Post-Severance Comp Be Counted in Final Month of Employment?

    By Übernerd, January 27, 2015   

    • final average earnings
    • compensation
    • (and 1 more)

      Tagged with:

      • final average earnings
      • compensation
      • post-severance
    • 0 replies
    • 1.2k views
    • 
    • Übernerd
    • January 27, 2015

47. Over funded Defined Benefit Plan

    By ConnieStorer, September 9, 2020
    • 4 replies
    • 1.2k views
    • 
    • arthurkagan
    • September 11, 2020

48. Admin of 412(i) plans

    By pbarrett, October 8, 2003
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • October 10, 2003

49. AFTAP Percentage Drops Below 80% Before Terminee is Paid Lump Sum

    By Guest PaulL, December 1, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 1, 2008

50. interest assumption

    By tuni88, May 1, 2012
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 25, 2012