Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 415 Frozen Benefit without Wearaway

   By Guest Dumb & Dumber, April 30, 2012
   • 0 replies
   • 979 views
   • 
   • Guest
   • April 30, 2012

2. 415 High-3 Limit

   By JAY21, December 10, 2009
   • 6 replies
   • 1.2k views
   • 
   • JAY21
   • December 10, 2009

3. 415 increases

   By AndyH, July 24, 2008
   • 8 replies
   • 1.7k views
   • 
   • AndyH
   • July 25, 2008

4. 415 increases in frozen plan?

   By Belgarath, August 24, 2007
   • 9 replies
   • 4.1k views
   • 
   • ak2ary
   • August 29, 2007

5. 415 ISSUE for Plan Terminations

   By Sixpack, September 24, 2019   

   • dual pension plans
   • 1 reply
   • 552 views
   • 
   • Mike Preston
   • September 24, 2019

6. 415 Limit

   By Guest WWPDRC, June 7, 2006
   • 1 reply
   • 970 views
   • 
   • AndyH
   • June 7, 2006

7. 415 Limit

   By emmetttrudy, November 16, 2011
   • 30 replies
   • 7.9k views
   • 
   • Belgarath
   • September 1, 2016

8. 415 limit

   By Effen, December 20, 2006
   • 1 reply
   • 1.5k views
   • 
   • David MacLennan
   • December 21, 2006

9. 415 limit - Cash Balance

   By Mister Met, August 29, 2012
   • 6 replies
   • 5.9k views
   • 
   • AndyH
   • November 1, 2012

10. 415 limit - frozen plans

    By M_2015, December 23, 2023
    • 6 replies
    • 1.3k views
    • 
    • Audrey
    • May 20, 2024

11. 415 limit - hi 3 yr avg

    By Gary, May 5, 2011
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 6, 2011

12. 415 Limit & Segregated Account

    By JAY21, May 27, 2004
    • 14 replies
    • 2.5k views
    • 
    • mwyatt
    • June 5, 2004

13. 415 limit after SSRA with high pay

    By John Feldt ERPA CPC QPA, February 25, 2011
    • 2 replies
    • 945 views
    • 
    • Effen
    • February 25, 2011

14. 415 Limit and Average Compensation

    By emmetttrudy, September 10, 2012
    • 5 replies
    • 2.1k views
    • 
    • emmetttrudy
    • September 11, 2012

15. 415 Limit and Lump Sum

    By Dougsbpc, June 20, 2008
    • 2 replies
    • 2.2k views
    • 
    • Mike Preston
    • June 20, 2008

16. 415 limit and minimum distributions

    By nancy, January 18, 2000
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • January 20, 2000

17. 415 Limit and Old DB Plan

    By Guest penman, February 14, 2005
    • 8 replies
    • 2.4k views
    • 
    • HBActuary
    • February 24, 2005

18. 415 Limit Annual Benefit Present Value

    By JAY21, August 31, 2007
    • 9 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 4, 2007

19. 415 Limit Determination - Cash Balance Plan with old DB Frozen Benefit

    By Rolf Trautmann, September 7, 2015
    • 0 replies
    • 1.3k views
    • 
    • Rolf Trautmann
    • September 7, 2015

20. 415 Limit Distributions to avoid impermissible forfeiture-taxation

    By JAY21, February 1, 2016
    • 4 replies
    • 1.8k views
    • 
    • Calavera
    • February 3, 2016

21. 415 limit for Cash Balance Plan

    By Guest Deflector, May 29, 2008
    • 4 replies
    • 2.6k views
    • 
    • Mike Preston
    • May 30, 2008

22. 415 limit for frozen fiscal plan

    By Jakyasar, September 17, 2024
    • 6 replies
    • 655 views
    • 
    • Jakyasar
    • September 18, 2024

23. 415 limit for frozen plan

    By Calavera, August 9, 2013   

    • 415
    • frozen plan
    • 8 replies
    • 4.8k views
    • 
    • Calavera
    • August 14, 2013

24. 415 limit greater than 417(e) lump sum

    By Pension RC, March 17, 2014
    • 2 replies
    • 2.2k views
    • 
    • Calavera
    • March 18, 2014

25. 415 Limit on 1st Day of Plan Year

    By JAY21, June 20, 2008
    • 5 replies
    • 1.4k views
    • 
    • JAY21
    • June 20, 2008

26. 415 limit question

    By dmdavala, October 13, 2015   

    • 415
    • death benefit
    • 3 replies
    • 1.8k views
    • 
    • tymesup
    • April 19, 2017

27. 415 Limit Service

    By Dougsbpc, January 18, 2024
    • 5 replies
    • 1.2k views
    • 
    • CuseFan
    • January 19, 2024

28. 415 Limit Solutions

    By jim241, March 15, 2018   

    • cash balance
    • 415 limits
    • (and 3 more)

      Tagged with:

      • cash balance
      • 415 limits
      • solutions
      • annuities
      • insurance
    • 29 replies
    • 3.7k views
    • 
    • ERISAAPPLE
    • March 21, 2018

29. 415 limit v accd benefit

    By Gary, May 31, 2011
    • 0 replies
    • 821 views
    • 
    • Gary
    • May 31, 2011

30. 415 Limit with respect to MASD's

    By Blinky the 3-eyed Fish, July 12, 2007
    • 13 replies
    • 3.2k views
    • 
    • David MacLennan
    • July 24, 2007

31. 415 Limit-Grandfathered AB

    By JAY21, February 23, 2010
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • February 23, 2010

32. 415 Limitation

    By Guest Sieve, March 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • eeyore
    • March 24, 2009

33. 415 Limitations

    By Guest Scott0609, May 5, 2008
    • 1 reply
    • 1.2k views
    • 
    • eeyore
    • May 5, 2008

34. 415 Limitations

    By Gary, May 7, 2008
    • 6 replies
    • 1.6k views
    • 
    • JAY21
    • May 8, 2008

35. 415 Limitations-414(k) Accounts

    By JAY21, January 5, 2005
    • 1 reply
    • 1.7k views
    • 
    • David MacLennan
    • January 6, 2005

36. 415 limits

    By Guest MikeMiller, July 16, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • July 16, 2001

37. 415 Limits

    By Gary, June 26, 2008
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • June 26, 2008

38. 415 limits

    By Belgarath, September 28, 2007
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • September 28, 2007

39. 415 limits

    By FAPInJax, September 16, 2004
    • 20 replies
    • 3.9k views
    • 
    • SoCalActuary
    • October 4, 2004

40. 415 limits

    By FAPInJax, August 7, 2007
    • 6 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • August 15, 2007

41. 415 Limits & Bifurcated Benefits

    By CuseFan, January 26, 2021
    • 2 replies
    • 696 views
    • 
    • CuseFan
    • January 26, 2021

42. 415 limits and actuarial increases

    By Gary, April 5, 2011
    • 6 replies
    • 3.1k views
    • 
    • SoCalActuary
    • April 6, 2011

43. 415 limits and amendment to freeze

    By Belgarath, October 12, 2005
    • 6 replies
    • 1.9k views
    • 
    • AndyH
    • October 12, 2005

44. 415 limits and cash balance plans

    By ScottR, November 6, 2010
    • 3 replies
    • 2.5k views
    • 
    • SoCalActuary
    • November 8, 2010

45. 415 limits and years of participation

    By zimbo, May 1, 2007
    • 11 replies
    • 3.5k views
    • 
    • Andy the Actuary
    • May 7, 2007

46. 415 limits for variable annuities

    By Guest, February 18, 2000
    • 3 replies
    • 1.8k views
    • 
    • Lorraine Dorsa
    • May 22, 2000

47. 415 limits on plan termination following monthly pmts

    By AndyH, January 6, 2010
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • January 8, 2010

48. 415 limits precision

    By FAPInJax, November 12, 2003
    • 13 replies
    • 2k views
    • 
    • Mike Preston
    • November 13, 2003

49. 415 Limits--Distributions While Still Employed?

    By EPCRSGuru, January 28, 2019
    • 9 replies
    • 3.7k views
    • 
    • Bri
    • July 3, 2025

50. 415 LS & PFEA Expired

    By Penman2006, June 28, 2006
    • 5 replies
    • 1.3k views
    • 
    • imchipbrown
    • June 30, 2006