Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Distribution Fees

   By emmetttrudy, May 29, 2009
   • 2 replies
   • 1.8k views
   • 
   • david rigby
   • May 29, 2009

2. Where can I find these rates?

   By Guest DBStudentAct, December 15, 2009
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • December 18, 2009

3. PBGC Lump Sum Interest Rates

   By Andy the Actuary, August 9, 2012
   • 2 replies
   • 2.3k views
   • 
   • Mike Preston
   • August 23, 2012

4. Recapture of AFTAP-restricted lump sum ?

   By Guest DBPension, April 3, 2009
   • 2 replies
   • 1k views
   • 
   • Andy the Actuary
   • April 4, 2009

5. Deduction for Short Taxable Year

   By RLR, January 6, 2015
   • 2 replies
   • 1.1k views
   • 
   • RLR
   • January 8, 2015

6. Freeze

   By DBnme, March 18, 2020
   • 2 replies
   • 1.1k views
   • 
   • Barbara
   • March 19, 2020

7. Terminating Plan & Change of Val Date to BOY

   By flosfur, December 8, 2004
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • December 10, 2004

8. 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

9. 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

10. Prohibited Transaction

    By Guest TuckerB, August 25, 2009
    • 2 replies
    • 1k views
    • 
    • david rigby
    • August 25, 2009

11. Protected Benefits Question

    By Guest newtobenefits, March 12, 2010
    • 2 replies
    • 980 views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2010

12. Cash balance plan accrued benefit

    By Belgarath, December 17, 2012
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • December 17, 2012

13. Plan Sponor Agreement to Change in Funding Method

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

14. Reduce monthly gross DB annuity amount?

    By Guest Nautical, July 6, 2005
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • July 7, 2005

15. Cash Balance / DC combo design

    By SteveH, December 15, 2006
    • 2 replies
    • 1.5k views
    • 
    • Penman2006
    • December 17, 2006

16. Using Relius Web client and signing as service provider

    By Dinosaur, July 2, 2010
    • 2 replies
    • 1.4k views
    • 
    • Dinosaur
    • July 6, 2010

17. Limit on number of insurers?

    By Guest kjk, June 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 2002

18. Early Retirement Window

    By david rigby, April 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • LIBOR
    • April 29, 2004

19. PPA Ancillaries

    By FAPInJax, December 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • December 10, 2008

20. In-Service Distribution

    By Dougsbpc, December 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • December 22, 2010

21. RFP for Single Premium Group Annuity Contract

    By rocknrolls2, December 5, 2019
    • 2 replies
    • 569 views
    • 
    • Effen
    • December 9, 2019

22. Mortality table

    By Gary, February 25, 1999
    • 2 replies
    • 2.5k views
    • 
    • Gary
    • February 25, 1999

23. Prior DB related problem

    By flosfur, March 17, 2004
    • 2 replies
    • 1.4k views
    • 
    • flosfur
    • March 19, 2004

24. Average Benefit % Test

    By DTH, October 1, 2004
    • 2 replies
    • 1k views
    • 
    • AndyH
    • October 3, 2004

25. Pragmatic Disabled Life Continuance

    By Guest Texas_Acty, March 27, 2006
    • 2 replies
    • 1.6k views
    • 
    • Effen
    • March 30, 2006

26. Phased Retirement

    By Guest SEV, October 24, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2007

27. Wtc

    By Guest Laura, September 24, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 25, 2001

28. Market Rate of Return Cash Balance Plans

    By austin3515, November 15, 2025
    • 2 replies
    • 624 views
    • 
    • CuseFan
    • November 17, 2025

29. Business sale and 204(h) notice

    By AndyH, March 23, 2005
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • March 23, 2005

30. Datair

    By Andy the Actuary, January 27, 2009
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • January 27, 2009

31. Division of pension due to divorce

    By Gary, July 6, 2002
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 8, 2002

32. 415 lump sum limits

    By Gary, August 31, 2006
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • August 31, 2006

33. Actuarial Increase or Not?

    By JBones, September 23, 2009
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2009

34. Schedule B and SB signature

    By mphs77, August 23, 2013
    • 2 replies
    • 1.1k views
    • 
    • mphs77
    • August 23, 2013

35. Max Deduction - SEP/DB vs 401(k)/PS/DB - Self Employed

    By ubermax, November 10, 2014
    • 2 replies
    • 834 views
    • 
    • ubermax
    • November 10, 2014

36. Plan Amendment's effect on terminated employees

    By Guest sgriff, March 13, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 14, 2001

37. 401(h) reversion

    By Guest Steve C, April 1, 2004
    • 2 replies
    • 3.2k views
    • 
    • Peter Gulia
    • October 16, 2015

38. 30-year Treasury Securities Interest Rate

    By Guest DIY, January 17, 2007
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 18, 2007

39. PBGC Coverage

    By Gary, February 10, 2007
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • February 13, 2007

40. AFTAP Certification

    By Andy the Actuary, November 26, 2007
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • November 26, 2007

41. cash balance plan and relius

    By HarleyBabe, March 12, 2010
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • March 12, 2010

42. terminating plan

    By jane murray, January 10, 2018
    • 2 replies
    • 1.4k views
    • 
    • Larry Starr
    • January 10, 2018

43. Uncashed Pension Checks

    By poisnivey, November 14, 2018   

    • pension
    • checks
    • (and 2 more)

      Tagged with:

      • pension
      • checks
      • uncashed
      • non responsive participant
    • 2 replies
    • 1k views
    • 
    • Doc Ument
    • November 14, 2018

44. Deficit Reduction Contribution

    By Rolf Trautmann, April 11, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • April 11, 2003

45. mandatory Employee contributions: after-tax?

    By Guest Fred Maynard, March 2, 2005
    • 2 replies
    • 2.2k views
    • 
    • Lori Friedman
    • March 2, 2005

46. 1 man plan post-NRA distributions

    By JAY21, November 17, 2009
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • November 17, 2009

47. 417 rate for July

    By ac, August 4, 2006
    • 2 replies
    • 1.3k views
    • 
    • ac
    • August 4, 2006

48. AFTAP certification for frozen plans

    By dmb, July 1, 2008
    • 2 replies
    • 3.1k views
    • 
    • Andy the Actuary
    • July 1, 2008

49. Incidental Death Benefit in Combo Plan

    By AndyH, June 12, 2014
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 12, 2014

50. Actuarial Value of assets included contribution receivable in 2014

    By CharlesLeggette, May 18, 2016
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • May 23, 2016