Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Plan Amendment's effect on terminated employees

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

2. Plan Amendments

   By Gary, October 1, 2009
   • 4 replies
   • 1.2k views
   • 
   • GMK
   • October 2, 2009

3. Plan amendments for the new 417(e) rules

   By John Feldt ERPA CPC QPA, October 18, 2007
   • 19 replies
   • 4.4k views
   • 
   • Guest
   • November 7, 2007

4. Plan amendments, termination and conversions

   By Gary, December 6, 2004
   • 5 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • December 8, 2004

5. Plan Asset-irrevocable annuity contract

   By Randy Watson, December 28, 2006
   • 4 replies
   • 1.9k views
   • 
   • AndyH
   • January 2, 2007

6. Plan Assets

   By Gary, November 25, 2008
   • 4 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • November 25, 2008

7. Plan assets and cash value

   By retbenser, May 13, 2011
   • 1 reply
   • 1.2k views
   • 
   • SoCalActuary
   • May 13, 2011

8. Plan Assets used to pay self correction expenses

   By Guest ccl, March 17, 2009
   • 4 replies
   • 1.6k views
   • 
   • Everett Moreland
   • March 18, 2009

9. plan assets, quarterly contributions

   By Gary, January 21, 2011
   • 2 replies
   • 959 views
   • 
   • Gary
   • January 25, 2011

10. Plan at 415 limit but slightly overfunded

    By Hojo, November 11, 2019
    • 1 reply
    • 437 views
    • 
    • Mike Preston
    • November 11, 2019

11. Plan audit

    By Draper55, December 21, 2016   

    • amendment
    • 2 replies
    • 1.1k views
    • 
    • Draper55
    • December 22, 2016

12. plan benefits for distribution upone termination

    By Gary, July 1, 2011
    • 0 replies
    • 769 views
    • 
    • Gary
    • July 1, 2011

13. PLan compensation

    By Gary, April 4, 2005
    • 4 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • April 8, 2005

14. Plan Compensation

    By retbenser, February 27, 2013
    • 1 reply
    • 953 views
    • 
    • SoCalActuary
    • February 27, 2013

15. Plan Compensation Issue

    By Guest erisafried, March 28, 2003
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 28, 2003

16. plan conversion

    By thepensionmaven, October 12, 2013
    • 1 reply
    • 897 views
    • 
    • Andy the Actuary
    • October 12, 2013

17. plan conversion

    By thepensionmaven, December 28, 2012
    • 4 replies
    • 1.1k views
    • 
    • frizzyguy
    • December 31, 2012

18. Plan Conversion, Compliance

    By Gary, May 3, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 5, 2005

19. Plan Converted to Cash Balance Plan?

    By Guest MC2, February 9, 2007
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • February 9, 2007

20. Plan definition of compensation

    By Gary, August 8, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 9, 2001

21. Plan Design

    By Gary, May 11, 2006
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • May 12, 2006

22. plan design

    By Gary, November 4, 1998
    • 1 reply
    • 2.3k views
    • 
    • Lorraine Dorsa
    • November 4, 1998

23. Plan Design - Non Discrimination

    By Gary, November 29, 2006
    • 4 replies
    • 1.4k views
    • 
    • SoCalActuary
    • November 29, 2006

24. Plan Design - Safe Harbor 3% 401(k) and Cash balance Plan

    By Gary, July 11, 2005
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • July 12, 2005

25. Plan Design for Partnership

    By Gary, April 29, 2008
    • 7 replies
    • 2.3k views
    • 
    • tymesup
    • May 12, 2008

26. Plan Design Issues

    By Gary, September 5, 2008
    • 18 replies
    • 1.9k views
    • 
    • J Simmons
    • September 7, 2008

27. Plan did not learn of death until 5 years later...What effect on distribution to a beneficiary?

    By mal, December 2, 2004
    • 6 replies
    • 2k views
    • 
    • AndyH
    • December 6, 2004

28. Plan Disqualification

    By Blinky the 3-eyed Fish, May 8, 2006
    • 11 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2006

29. Plan Disqualification

    By Gary, July 31, 2008
    • 8 replies
    • 3.8k views
    • 
    • Guest
    • August 19, 2008

30. Plan Disqualification for violating 410b

    By Gary, November 20, 2007
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • November 20, 2007

31. PLAN DISTRIBUTION

    By Gary, March 1, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 22, 2010

32. Plan Doc - early retirement

    By Mister Met, June 24, 2013
    • 3 replies
    • 899 views
    • 
    • Mister Met
    • June 24, 2013

33. plan doc provider

    By Gary, March 26, 2012
    • 4 replies
    • 1.1k views
    • 
    • Gary
    • March 26, 2012

34. Plan document

    By Gary, April 1, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • April 5, 2010

35. Plan Document

    By Gary, February 11, 2010
    • 11 replies
    • 1.6k views
    • 
    • SoCalActuary
    • February 16, 2010

36. Plan document compliance

    By Gary, December 22, 2009
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • December 22, 2009

37. Plan Document for Government DB Plan

    By flosfur, February 29, 2004
    • 1 reply
    • 948 views
    • 
    • mbozek
    • February 29, 2004

38. Plan Document Restatement + Terminating Plan

    By metsfan026, March 19, 2024
    • 2 replies
    • 715 views
    • 
    • Lou S.
    • March 19, 2024

39. Plan Document Wording - with NRA 62 and accrued benefit based on ERA 55

    By HarleyBabe, September 1, 2011
    • 1 reply
    • 917 views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

40. Plan Expenses added to TNC

    By nancy, August 28, 2009
    • 4 replies
    • 988 views
    • 
    • david rigby
    • August 29, 2009

41. Plan formula different from document

    By Guest Jim Hunzelman, September 13, 2001
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • September 14, 2001

42. Plan Freeze

    By Gary, February 12, 2009
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • February 23, 2009

43. Plan Freeze

    By david rigby, September 19, 2003
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 25, 2003

44. Plan freeze - but not for certain participants

    By Guest Bearlee, August 15, 2008
    • 9 replies
    • 2.8k views
    • 
    • Effen
    • August 20, 2008

45. Plan freeze and 401(a)(26)

    By rcline46, October 28, 2008
    • 11 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • October 29, 2008

46. plan freeze FAS 88 curtailment

    By Guest student_actuary, April 21, 2010
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • April 21, 2010

47. Plan Freeze for Selected Participants

    By Guest mingblue, September 8, 2008
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • September 9, 2008

48. Plan Freeze/Termination Lump Sum Question

    By tuni88, September 27, 2010
    • 2 replies
    • 1.9k views
    • 
    • My 2 cents
    • September 27, 2010

49. Plan Funding

    By Gary, June 18, 2009
    • 16 replies
    • 2.6k views
    • 
    • david rigby
    • August 21, 2009

50. Plan Implementation

    By Gary, December 1, 1998
    • 3 replies
    • 2k views
    • 
    • Lorraine Dorsa
    • December 2, 1998