Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Plan Amendment

   By Gary, June 25, 2009
   • 1 reply
   • 923 views
   • 
   • SoCalActuary
   • June 25, 2009

2. Plan Amendment

   By Gary, June 4, 2009
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • June 4, 2009

3. Plan amendment

   By Guest mike0355, March 8, 2012
   • 5 replies
   • 1.2k views
   • 
   • jpod
   • March 9, 2012

4. plan amendment

   By Gary, July 28, 2011
   • 3 replies
   • 1k views
   • 
   • Gary
   • July 28, 2011

5. Plan amendment after beginning of year valuation date - can I take freeze of accruals into account

   By Guest saeissler, July 6, 2005
   • 12 replies
   • 3.7k views
   • 
   • Guest
   • July 26, 2005

6. Plan amendment and 133% accrual rule

   By AndyH, January 30, 2019
   • 6 replies
   • 881 views
   • 
   • AndyH
   • February 1, 2019

7. Plan Amendment and Vesting

   By Guest jfreeborn, November 30, 2010
   • 1 reply
   • 791 views
   • 
   • Andy the Actuary
   • November 30, 2010

8. plan amendment in 2008

   By Guest Sus95, December 18, 2008
   • 1 reply
   • 974 views
   • 
   • Andy the Actuary
   • December 18, 2008

9. Plan Amendment Logistics

   By Gary, May 4, 2009
   • 1 reply
   • 1k views
   • 
   • Blinky the 3-eyed Fish
   • May 4, 2009

10. Plan Amendment's effect on terminated employees

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

11. Plan Amendments

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

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

    By John Feldt ERPA CPC QPA, October 18, 2007
    • 19 replies
    • 4.5k views
    • 
    • Guest
    • November 7, 2007

13. Plan amendments, termination and conversions

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

14. Plan Asset-irrevocable annuity contract

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

15. Plan Assets

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

16. Plan assets and cash value

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

17. Plan Assets used to pay self correction expenses

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

18. plan assets, quarterly contributions

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

19. Plan at 415 limit but slightly overfunded

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

20. Plan audit

    By Draper55, December 21, 2016   

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

21. plan benefits for distribution upone termination

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

22. PLan compensation

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

23. Plan Compensation

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

24. Plan Compensation Issue

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

25. plan conversion

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

26. plan conversion

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

27. Plan Conversion, Compliance

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

28. Plan Converted to Cash Balance Plan?

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

29. Plan definition of compensation

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

30. Plan Design

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

31. plan design

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

32. Plan Design - Non Discrimination

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

33. 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

34. Plan Design for Partnership

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

35. Plan Design Issues

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

36. 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

37. Plan Disqualification

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

38. Plan Disqualification

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

39. Plan Disqualification for violating 410b

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

40. PLAN DISTRIBUTION

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

41. Plan Doc - early retirement

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

42. plan doc provider

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

43. Plan document

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

44. Plan Document

    By Gary, February 11, 2010
    • 11 replies
    • 1.7k views
    • 
    • SoCalActuary
    • February 16, 2010

45. Plan document compliance

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

46. Plan Document for Government DB Plan

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

47. Plan Document Restatement + Terminating Plan

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

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

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

49. Plan Expenses added to TNC

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

50. Plan formula different from document

    By Guest Jim Hunzelman, September 13, 2001
    • 4 replies
    • 1.6k views
    • 
    • Belgarath
    • September 14, 2001