Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 412i plan

   By Gary, June 3, 2010
   • 20 replies
   • 3.5k views
   • 
   • Gary
   • June 14, 2010

2. 412i Plan

   By Gary, July 29, 2009
   • 6 replies
   • 1.6k views
   • 
   • Gary
   • July 31, 2009

3. 412i plan compliance

   By Gary, November 17, 2007
   • 2 replies
   • 1.1k views
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   • SoCalActuary
   • November 19, 2007

4. 412i plan exceeding max 415 lump sum

   By Guest sueczer, August 24, 2006
   • 8 replies
   • 2.6k views
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   • AndyH
   • August 31, 2006

5. 412i plans

   By Guest NPaleveda, October 8, 2001
   • 0 replies
   • 1.5k views
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   • Guest
   • October 8, 2001

6. 412i plans - Overfunding

   By Gary, May 9, 2007
   • 2 replies
   • 1.3k views
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   • AndyH
   • May 9, 2007

7. 412i proposed Regs are out

   By mwyatt, February 13, 2004
   • 1 reply
   • 1.2k views
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   • Effen
   • February 13, 2004

8. 414(k) Account

   By mming, February 1, 2003
   • 5 replies
   • 4.1k views
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   • Guest
   • February 3, 2003

9. 414h calculation

   By Guest pthomann, January 13, 2001
   • 0 replies
   • 2.3k views
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   • Guest
   • January 13, 2001

10. 414k / 242b

    By Guest dsyrett, August 14, 2003
    • 0 replies
    • 1.4k views
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    • Guest
    • August 14, 2003

11. 414k account & MRDs

    By D Syrett, March 22, 2010
    • 1 reply
    • 1.1k views
    • 
    • David MacLennan
    • April 1, 2010

12. 414k Election/Status/New Ideas

    By Guest John Comelately, December 25, 2006
    • 0 replies
    • 1.9k views
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    • Guest
    • December 25, 2006

13. 415 - annual accrual vs total benefit

    By figure 8, December 26, 2014
    • 2 replies
    • 1.1k views
    • 
    • figure 8
    • December 28, 2014

14. 415 (e) repeal transition

    By Guest, October 14, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 14, 1999

15. 415 & Plan Term

    By Penman2006, December 20, 2006
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • December 21, 2006

16. 415 lump sum--sobn 415 & SOBN

    By Sixpack, October 5, 2019
    • 1 reply
    • 839 views
    • 
    • SoCalActuary
    • October 7, 2019

17. 415 $ limit at age 55

    By Guest Doogie61, December 30, 2009
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 5, 2010

18. 415 $ limit for age less than 62

    By RLR, July 21, 2011
    • 11 replies
    • 4.3k views
    • 
    • JBones
    • August 11, 2011

19. 415 Adjustment Necessary?

    By Dougsbpc, April 5, 2007
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 5, 2007

20. 415 and 100% of comp

    By RLR, July 25, 2012
    • 3 replies
    • 1k views
    • 
    • AndyH
    • July 25, 2012

21. 415 and Multiple Annuity Starting Dates

    By AndyH, November 21, 2013
    • 8 replies
    • 3.5k views
    • 
    • AndyH
    • November 22, 2013

22. 415 and NonD Testing

    By retbenser, February 10, 2011
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • February 10, 2011

23. 415 and Prior Plan

    By pookah, March 15, 2006
    • 8 replies
    • 2.2k views
    • 
    • AndyH
    • March 21, 2006

24. 415 annuity factor

    By JAY21, December 17, 2009
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 22, 2009

25. 415 application after plan freeze revisited

    By Gary, June 30, 2011
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • July 13, 2011

26. 415 application when lump summing deferred annuity

    By Andy the Actuary, December 23, 2009
    • 27 replies
    • 3.8k views
    • 
    • Andy the Actuary
    • September 7, 2010

27. 415 at 71

    By SSRRS, April 16, 2021
    • 2 replies
    • 1.4k views
    • 
    • SSRRS
    • April 16, 2021

28. 415 Brain Cramp

    By mwyatt, December 18, 2007
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • December 19, 2007

29. 415 Calculations

    By FAPInJax, May 18, 2009
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • May 19, 2009

30. 415 Calculations

    By FAPInJax, August 17, 2009
    • 5 replies
    • 2.6k views
    • 
    • SoCalActuary
    • August 18, 2009

31. 415 Calculations

    By Guest Turtle_01, March 7, 2005
    • 11 replies
    • 4.1k views
    • 
    • AndyH
    • August 30, 2005

32. 415 COLAs

    By Guest ak, November 5, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 17, 1999

33. 415 Comp Limit

    By Pension RC, July 30, 2013
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • July 30, 2013

34. 415 comp limit for frozen plan

    By dmb, July 15, 2013
    • 2 replies
    • 1.6k views
    • 
    • dmb
    • July 15, 2013

35. 415 compensation

    By FAPInJax, March 14, 2005
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • March 14, 2005

36. 415 Compensation

    By JBones, April 22, 2010
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • April 22, 2010

37. 415 Compensation Limit

    By Hoard1, May 29, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 5, 2000

38. 415 Compensation Limit

    By Andy the Actuary, December 29, 2012
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • December 29, 2012

39. 415 Compensation Limit for participant with less than 10 years of service

    By ac, October 20, 2004
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 21, 2004

40. 415 Compensation Limit in Frozen Plans - Does it Stop Increasing at Freeze?

    By DW, November 23, 2023
    • 6 replies
    • 1.6k views
    • 
    • DW
    • December 5, 2023

41. 415 DB limit

    By Gary, July 18, 2005
    • 1 reply
    • 1.7k views
    • 
    • flosfur
    • July 19, 2005

42. 415 DeMinimus 10k Benefit

    By JAY21, September 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • September 6, 2006

43. 415 Dollar Limit

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

44. 415 Dollar Limit - Late - Proration for Partial Years(/ages)?

    By DW, February 14, 2019   

    • defined benefit plan
    • 415(b)
    • 5 replies
    • 1.1k views
    • 
    • Calavera
    • February 15, 2019

45. 415 dollar limit and frozen plan

    By Hojo, June 16, 2017
    • 8 replies
    • 3.8k views
    • 
    • Calavera
    • July 3, 2017

46. 415 Dollar Limit Increase

    By Dougsbpc, January 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • January 4, 2013

47. 415 Dollar Limit Increase

    By Dougsbpc, October 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • October 22, 2012

48. 415 dollar limit post 65

    By Draper55, February 13, 2018
    • 2 replies
    • 1.6k views
    • 
    • Draper55
    • February 14, 2018

49. 415 Dollar Limit under new regs

    By Dougsbpc, February 7, 2008
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • February 7, 2008

50. 415 Final Regulations and Conversion to Multiemployer Plan

    By Guest dsw, September 4, 2007
    • 0 replies
    • 995 views
    • 
    • Guest
    • September 4, 2007