Defined Benefit Plans, Including Cash Balance

6,586 topics in this forum

1. FAS87 ASC715 discount rates and Moody's Rates 1 2 3 4 9

   By Guest DBtech, January 3, 2005
   • 211 replies
   • 72,127 views
   • 
   • david rigby
   • 5 hours ago

2. 401(a)26 with Floor Offset Plan

   By Dougsbpc, Saturday at 11:15 PM
   • 2 replies
   • 74 views
   • 
   • Calavera
   • Yesterday at 06:30 PM

3. Maximum lump sum for deferred retiree at 415 limit

   By drakecohen, April 29, 2015
   • 7 replies
   • 1,283 views
   • 
   • still learning
   • Yesterday at 02:52 PM

4. RASD

   By still learning, November 25   

   • rasd
   • 415
   • (and 1 more)

     Tagged with:

     • rasd
     • 415
     • lump sum
   • 0 replies
   • 74 views
   • 
   • still learning
   • November 25

5. Missed quarterly contributions - notification of participants

   By truphao, November 22   

   • missed quarterlies
   • 2 replies
   • 101 views
   • 
   • truphao
   • November 23

6. can a 401(k) r PS account be rolled over to a regular DB or a 412(e)(3) and the funds remain segregated?

   By RayJJohnsonJr, November 10
   • 3 replies
   • 147 views
   • 
   • RayJJohnsonJr
   • November 22

7. Financial planner and PBGC coverage

   By Jakyasar, November 19
   • 7 replies
   • 186 views
   • 
   • truphao
   • November 22

8. Acquisition

   By truphao, October 30   

   • acquisition
   • 8 replies
   • 237 views
   • 
   • truphao
   • November 22

9. PBGC coverage for DB plans covering spouses only

   By Jakyasar, November 19
   • 3 replies
   • 97 views
   • 
   • Jakyasar
   • November 19

10. Alternate Payee

    By MermaidMama, October 20   

    • defined benefit plans
    • nonvested
    • (and 2 more)

      Tagged with:

      • defined benefit plans
      • nonvested
      • early retirement
      • distributions payable
    • 9 replies
    • 407 views
    • 
    • JM
    • November 19

11. DB Term - 1 Man Timing

    By Lou S., November 18
    • 1 reply
    • 98 views
    • 
    • CuseFan
    • November 18

12. Union 401a question

    By DeltaRat, November 18
    • 2 replies
    • 101 views
    • 
    • Lou S.
    • November 18

13. DB termination - overfunded

    By Jakyasar, November 12
    • 12 replies
    • 282 views
    • 
    • Jakyasar
    • November 17

14. PBGC missed contribution reporting

    By pixiebear, September 25
    • 5 replies
    • 258 views
    • 
    • Jeff Hartmann
    • November 16

15. Individual CB Plan for Dr. in Control Group?

    By TPApril, November 14
    • 1 reply
    • 112 views
    • 
    • C. B. Zeller
    • November 14

16. Lump sum for late retiree owner

    By still learning, November 13   

    • 415
    • 8 replies
    • 143 views
    • 
    • david rigby
    • November 13

17. 2021 Enrolled Actuaries Meeting

    By mwyatt, November 11
    • 3 replies
    • 154 views
    • 
    • Hojo
    • November 12

18. Funding cushion and expected increases in comp with 415

    By C. B. Zeller, November 12
    • 0 replies
    • 64 views
    • 
    • C. B. Zeller
    • November 12

19. Does a 412(e)(3) Plan get an extension to 12/31/20

    By RayJJohnsonJr, October 15
    • 6 replies
    • 181 views
    • 
    • RayJJohnsonJr
    • November 10

20. Voluntary Service Crediting for Period of Lay-Off

    By BTG, November 4
    • 7 replies
    • 234 views
    • 
    • BTG
    • November 5

21. How many cash-balance pension plans tap PBGC coverage?

    By Peter Gulia, November 3   

    • pbgc; cash-balance
    • 2 replies
    • 126 views
    • 
    • Peter Gulia
    • November 3

22. Frozen Plan and 401(a)(26)

    By SSRRS, November 6, 2018
    • 12 replies
    • 1,399 views
    • 
    • thepensionmaven
    • October 23

23. Failure to include Schedule SB

    By JustMe, October 15
    • 5 replies
    • 192 views
    • 
    • Bob the Swimmer
    • October 18

24. Freeze 412(e)(3) Plan

    By jkdoll2, October 14
    • 4 replies
    • 197 views
    • 
    • DMcGovern
    • October 16

25. COLAs in private sector defined benefit plans?

    By Susan L., October 9
    • 10 replies
    • 210 views
    • 
    • Susan L.
    • October 13