Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 417(e) alternate interpretation?

   By AndyH, December 28, 2007
   • 6 replies
   • 1.2k views
   • 
   • JAY21
   • December 28, 2007

2. 417(e) assumptions for SECURE Act disclosure

   By gc@chimentowebb.com, November 8, 2024
   • 6 replies
   • 932 views
   • 
   • gc@chimentowebb.com
   • November 9, 2024

3. 417(e) Calc for non-lump sum

   By JBones, February 15, 2011
   • 8 replies
   • 6.1k views
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   • JBones
   • February 23, 2011

4. 417(e) interest rates

   By Gary, December 2, 1998
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • December 22, 1998

5. 417(e) interest rates

   By carrots, February 17, 2010
   • 10 replies
   • 4.2k views
   • 
   • david rigby
   • February 18, 2010

6. 417(e) lookback

   By abanky, June 30, 2010
   • 5 replies
   • 2k views
   • 
   • D Syrett
   • July 1, 2010

7. 417(e) Mortality Table

   By abanky, November 13, 2007
   • 10 replies
   • 5.2k views
   • 
   • Mike Preston
   • November 20, 2007

8. 417(e) Mortality Table for 2024

   By Craig Jacobs, October 11, 2023
   • 7 replies
   • 1.6k views
   • 
   • Craig Jacobs
   • October 19, 2023

9. 417(e) phase in for new plans?

   By Guest Philip2, April 30, 2008
   • 4 replies
   • 2k views
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   • mwyatt
   • May 2, 2008

10. 417(e) Question

    By ERISA25, August 3, 2009
    • 5 replies
    • 5.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 3, 2009

11. 417(e) Rate

    By ERISA25, June 13, 2012
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • June 13, 2012

12. 417(e) rates

    By Belgarath, August 26, 2013
    • 5 replies
    • 3.4k views
    • 
    • chc93
    • August 27, 2013

13. 417(e) Rates

    By JAY21, October 2, 2012
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • October 2, 2012

14. 417(e) segment rates

    By Andy the Actuary, July 11, 2008
    • 8 replies
    • 7.6k views
    • 
    • david rigby
    • July 14, 2008

15. 417(e), 415, 430

    By Effen, March 31, 2010
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • March 31, 2010

16. 417(e)(3) Rate

    By ERISA25, August 4, 2011
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 4, 2011

17. 417(e)&401(a)(4)

    By Draper55, November 11, 2016
    • 1 reply
    • 615 views
    • 
    • SoCalActuary
    • November 11, 2016

18. 419(e) welfare benefit plan deduction limit (life insurance only plan)

    By Gary, August 9, 2005
    • 7 replies
    • 3.9k views
    • 
    • Ron Snyder
    • August 25, 2005

19. 420 Transfers

    By Guest EBW, March 20, 2002
    • 3 replies
    • 2.8k views
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    • Guest
    • January 9, 2003

20. 430 Minimum Contribution w-Prefunded Balance

    By Rob P, May 1, 2009
    • 4 replies
    • 2k views
    • 
    • Mike Preston
    • May 1, 2009

21. 430 Plan Expense Assumption

    By Andy the Actuary, May 16, 2009
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • May 18, 2009

22. 430 Regs and American Benefits Council

    By Calavera, October 23, 2009
    • 5 replies
    • 1.1k views
    • 
    • FAPInJax
    • October 26, 2009

23. 430(h)(4) - funding assumptions for Lump Sum benefits

    By carrots, February 19, 2010
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • February 22, 2010

24. 430/436 plan language

    By Guest bobolink, October 22, 2009
    • 0 replies
    • 1k views
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    • Guest
    • October 22, 2009

25. 436 and cash balance

    By Guest JM123, November 3, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • November 3, 2009

26. 436 and freezing accruals

    By abanky, March 29, 2010
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • March 30, 2010

27. 436 bifurcation question

    By AndyH, May 7, 2012
    • 5 replies
    • 2k views
    • 
    • Guest
    • May 9, 2012

28. 436 contribution

    By Gary, May 11, 2011
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 11, 2011

29. 436 model amendment

    By Zorro1k, April 13, 2016   

    • 436
    • model
    • (and 1 more)

      Tagged with:

      • 436
      • model
      • amendment
    • 5 replies
    • 1.5k views
    • 
    • My 2 cents
    • April 14, 2016

30. 436 Notice - Due date

    By tymesup, October 28, 2010
    • 0 replies
    • 1.2k views
    • 
    • tymesup
    • October 28, 2010

31. 436 Notice Required?

    By Penman2006, April 14, 2009
    • 6 replies
    • 1.6k views
    • 
    • tymesup
    • April 15, 2009

32. 436 Participant Notice

    By Penman2006, September 30, 2009
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • September 30, 2009

33. 436 Prohibited Payment

    By Guest raintrain19, September 9, 2013
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 10, 2013

34. 436 restricted lump sum issue

    By AndyH, June 1, 2017
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • June 2, 2017

35. 436 restriction no longer applies

    By dmb, June 15, 2018
    • 2 replies
    • 587 views
    • 
    • Draper55
    • July 18, 2018

36. 436 restrictions

    By Gary, August 12, 2010
    • 3 replies
    • 1.5k views
    • 
    • My 2 cents
    • August 16, 2010

37. 436 restrictions

    By Guest JM123, July 18, 2008
    • 0 replies
    • 881 views
    • 
    • Guest
    • July 18, 2008

38. 436 Restrictions for a frozen plan

    By mwyatt, July 24, 2008
    • 1 reply
    • 2k views
    • 
    • Andy the Actuary
    • July 24, 2008

39. 436 Restrictions on Plan Amendments

    By IRA, September 29, 2014
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • September 29, 2014

40. 436 versus 401(a)(9)

    By Guest Bevans7, September 16, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 23, 2011

41. 436 vs 401(a)(9) and nonspouse beneficiaries

    By Guest DFW EBEC, February 19, 2010
    • 0 replies
    • 801 views
    • 
    • Guest
    • February 19, 2010

42. 436-AFTAP Transition % requirements

    By JAY21, July 16, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 17, 2009

43. 436(d)(4) in Final Regs

    By dmb, December 7, 2009
    • 5 replies
    • 2.2k views
    • 
    • Everett Moreland
    • December 8, 2009

44. 4980 excess asset Issue

    By VeryOldMan, June 9, 2019   

    • 4980
    • 12 replies
    • 1.5k views
    • 
    • Mike Preston
    • June 14, 2019

45. 4980 Reversion tax

    By Guest planwizard, March 25, 2002
    • 6 replies
    • 2.6k views
    • 
    • mbozek
    • March 26, 2002

46. 4980 transfer and reversion-more than one tax year

    By Draper55, December 17, 2024
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • December 18, 2024

47. 4980(d) Qualified Replacement Plan

    By JAY21, November 13, 2009
    • 4 replies
    • 2.5k views
    • 
    • DMcGovern
    • October 19, 2018

48. 4980F Excise Tax Waiver

    By HollyB, August 21, 2018
    • 5 replies
    • 780 views
    • 
    • Effen
    • August 29, 2018

49. 5-year vesting?

    By tuni88, November 9, 2008
    • 6 replies
    • 3.1k views
    • 
    • ScottR
    • November 16, 2008

50. 5% "Safety Valve" Rule

    By Guest, March 7, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2001