Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 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

2. Oops - contribution went to the wrong place

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

3. Prohibited Transaction

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

4. Protected Benefits Question

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

5. Cash balance plan accrued benefit

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

6. Plan Sponor Agreement to Change in Funding Method

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

7. Reduce monthly gross DB annuity amount?

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

8. Cash Balance / DC combo design

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

9. Using Relius Web client and signing as service provider

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

10. Limit on number of insurers?

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

11. Early Retirement Window

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

12. PPA Ancillaries

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

13. In-Service Distribution

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

14. RFP for Single Premium Group Annuity Contract

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

15. Mortality table

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

16. Prior DB related problem

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

17. Average Benefit % Test

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

18. Pragmatic Disabled Life Continuance

    By Guest Texas_Acty, March 27, 2006
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • March 30, 2006

19. Phased Retirement

    By Guest SEV, October 24, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • November 1, 2007

20. Wtc

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

21. Market Rate of Return Cash Balance Plans

    By austin3515, November 15
    • 2 replies
    • 385 views
    • 
    • CuseFan
    • Monday at 09:05 PM

22. Business sale and 204(h) notice

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

23. Datair

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

24. Division of pension due to divorce

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

25. 415 lump sum limits

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

26. Actuarial Increase or Not?

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

27. Schedule B and SB signature

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

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

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

29. Plan Amendment's effect on terminated employees

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

30. 401(h) reversion

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

31. 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

32. PBGC Coverage

    By Gary, February 10, 2007
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • February 13, 2007

33. AFTAP Certification

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

34. cash balance plan and relius

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

35. terminating plan

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

36. 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

37. Deficit Reduction Contribution

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

38. mandatory Employee contributions: after-tax?

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

39. 1 man plan post-NRA distributions

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

40. 417 rate for July

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

41. AFTAP certification for frozen plans

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

42. Incidental Death Benefit in Combo Plan

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

43. 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

44. 415 Dollar Limit

    By Dougsbpc, March 28, 2006
    • 2 replies
    • 1.6k views
    • 
    • Ron Snyder
    • March 30, 2006

45. Does a Professional Service Employer Need to Have a Calendar Year-End?

    By Guest EMM118, May 23, 2006
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • May 23, 2006

46. Avoiding election to reduce prefunding balance

    By carrots, July 30, 2009
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • July 30, 2009

47. Funding Results After Non De-Minimis Spin Off

    By John314, March 1, 2018   

    • spinoff
    • ppa
    • (and 1 more)

      Tagged with:

      • spinoff
      • ppa
      • minimum funding
    • 2 replies
    • 1.5k views
    • 
    • Calavera
    • March 1, 2018

48. Floor offset plan

    By SSRRS, August 26, 2019
    • 2 replies
    • 675 views
    • 
    • Calavera
    • August 28, 2019

49. 5307 Applications and Covid-19 Closures

    By pb5350, April 27, 2020
    • 2 replies
    • 527 views
    • 
    • pb5350
    • April 28, 2020

50. DB Deduction

    By Christopher Wilson, August 18, 2020
    • 2 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • August 19, 2020