Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. 415 lump sum

   By Mister Met, September 20, 2010
   • 1 reply
   • 1k views
   • 
   • Andy the Actuary
   • September 20, 2010

2. 415 lump sum and colas on comp limit

   By Draper55, October 24, 2013
   • 1 reply
   • 858 views
   • 
   • Andy the Actuary
   • October 25, 2013

3. 415 Lump Sum Basic

   By retbenser, November 8, 2013
   • 6 replies
   • 1.8k views
   • 
   • ubermax
   • November 8, 2013

4. 415 lump sum calculations

   By FAPInJax, October 19, 2004
   • 3 replies
   • 2.8k views
   • 
   • SoCalActuary
   • October 20, 2004

5. 415 Lump Sum Issues for Post age 70

   By Sixpack, October 1, 2019   

   • 415 ls post age 70
   • 0 replies
   • 399 views
   • 
   • Sixpack
   • October 1, 2019

6. 415 lump sum limit

   By Pension RC, January 15, 2013
   • 3 replies
   • 2k views
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   • Calavera
   • January 18, 2013

7. 415 Lump sum limit

   By Guest DBStudentAct, October 7, 2013
   • 4 replies
   • 6.4k views
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   • david rigby
   • June 18, 2014

8. 415 lump sum limit and several plans

   By abanky, August 24, 2010
   • 2 replies
   • 866 views
   • 
   • abanky
   • August 24, 2010

9. 415 lump sum limits

   By Gary, August 31, 2006
   • 2 replies
   • 1.6k views
   • 
   • Gary
   • August 31, 2006

10. 415 lump sum question

    By Mister Met, June 29, 2013
    • 2 replies
    • 1.1k views
    • 
    • Calavera
    • July 1, 2013

11. 415 lump sums in 2008

    By Gary, October 10, 2008
    • 0 replies
    • 904 views
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    • Gary
    • October 10, 2008

12. 415 lump sums in 2009

    By FAPInJax, January 2, 2009
    • 4 replies
    • 1.3k views
    • 
    • eeyore
    • January 3, 2009

13. 415 Max Lump Sum for Deceased Participant

    By Guest pm01, February 26, 2009
    • 1 reply
    • 1.1k views
    • 
    • David MacLennan
    • February 27, 2009

14. 415 Max Payout question

    By Lou S., November 21, 2023
    • 5 replies
    • 671 views
    • 
    • truphao
    • November 22, 2023

15. 415 Maximum Lump Sum

    By Guest BCMarch10, March 12, 2013
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 12, 2013

16. 415 Mortality

    By abanky, November 28, 2007
    • 2 replies
    • 1.8k views
    • 
    • tymesup
    • December 26, 2007

17. 415 Multiple Annuity Starting Dates

    By Calavera, May 4, 2008
    • 3 replies
    • 2.2k views
    • 
    • David MacLennan
    • May 6, 2008

18. 415 offset due to a prior db plan

    By Jakyasar, March 20, 2024
    • 11 replies
    • 892 views
    • 
    • CuseFan
    • March 22, 2024

19. 415 or other limit on Cash Balance "contribution"

    By TPApril, October 21, 2023
    • 5 replies
    • 1k views
    • 
    • Jakyasar
    • October 26, 2023

20. 415 Pct of Pay Limit

    By Dougsbpc, January 17, 2012
    • 5 replies
    • 1.3k views
    • 
    • SoCalActuary
    • January 18, 2012

21. 415 Present Value Calculation

    By Guest Marino13, December 5, 2001
    • 5 replies
    • 2k views
    • 
    • david rigby
    • December 5, 2001

22. 415 prior plan

    By Guest csk, August 1, 2004
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • August 2, 2004

23. 415 Salary Limitation - Urgent

    By Calavera, March 20, 2012
    • 7 replies
    • 1.5k views
    • 
    • SoCalActuary
    • March 20, 2012

24. 415 Year of Participation

    By Guest Scott McHenry, May 19, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • May 20, 2003

25. 415 years of participation

    By tymesup, October 16, 2007
    • 2 replies
    • 1.5k views
    • 
    • SoCalActuary
    • October 16, 2007

26. 415-paired DB plans

    By VeryOldMan, February 7, 2020
    • 1 reply
    • 579 views
    • 
    • Effen
    • February 8, 2020

27. 415(b)

    By Guest meggie, July 5, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 11, 2001

28. 415(b) - All Income derived from a guild - Can a separate plan be set up

    By Guest erepper, March 31, 2005
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • March 31, 2005

29. 415(b) Calculation

    By metsfan026, January 2
    • 3 replies
    • 1.5k views
    • 
    • CuseFan
    • January 2

30. 415(b) Increases and Governmental Plan

    By John314, June 19, 2019   

    • government plan
    • 415(b)
    • (and 2 more)

      Tagged with:

      • government plan
      • 415(b)
      • cola
      • pension
    • 1 reply
    • 590 views
    • 
    • John314
    • January 27, 2020

31. 415(b) Limit Question

    By Lou S., May 30, 2013
    • 3 replies
    • 1.1k views
    • 
    • Calavera
    • June 3, 2013

32. 415(b) limits

    By Gary, February 18, 2000
    • 0 replies
    • 1.8k views
    • 
    • Gary
    • February 18, 2000

33. 415(b) Limits - General Questions

    By IowaActuary, February 7, 2020
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 8, 2020

34. 415(b) Maximum paid after social security retirement age

    By Guest Marino13, November 4, 2002
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2002

35. 415(b) Question

    By Guest Marino13, August 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • August 9, 2002

36. 415(b) Service Reduction

    By Guest Mike Spickard, November 21, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 25, 2002

37. 415(b)(1)(B)

    By Andy the Actuary, December 10, 2012
    • 0 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • December 10, 2012

38. 415(b)(1)(B) Benefit Limit

    By Guest durfe, January 24, 2005
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • January 25, 2005

39. 415(b)(1)(B) calculation for 76 year old

    By Guest Victoria Pelletiere, September 19, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 19, 2002

40. 415(b)(2) conversions

    By Guest shaul, January 6, 2009
    • 3 replies
    • 957 views
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    • jpod
    • January 7, 2009

41. 415(b)(2)(C) or (F) for retiree with tax-exempt and for-profit affilia

    By Guest tom h, April 17, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 17, 1999

42. 415(c) limit

    By Guest bill mahoney, December 14, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 15, 2000

43. 415(c)(3) Compensation for Gateway Testing

    By Young Curmudgeon, March 18, 2013
    • 5 replies
    • 2.1k views
    • 
    • Mr. T
    • March 19, 2013

44. 415(e)

    By David, May 13, 1999
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • May 14, 1999

45. 415(e) -- repeal gonna stick?

    By Dave Baker, August 28, 1998
    • 3 replies
    • 3.1k views
    • 
    • mwyatt
    • September 3, 1998

46. 415(e) and terminated DB Plans

    By KJohnson, November 3, 1999
    • 0 replies
    • 1.4k views
    • 
    • KJohnson
    • November 3, 1999

47. 415(e) Test and New Plan

    By Guest Keith N, March 4, 1999
    • 5 replies
    • 2.1k views
    • 
    • mwyatt
    • March 10, 1999

48. 415b 3-year average comp

    By Mister Met, September 17, 2010
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • September 21, 2010

49. 415e

    By Guest billy bong, October 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • October 9, 2001

50. 417 rate for July

    By ac, August 4, 2006
    • 2 replies
    • 1.3k views
    • 
    • ac
    • August 4, 2006