Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Timing of DB plan contributions: annual or quarterly?

   By Guest siredwardcoke, December 26, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • December 26, 2003

2. Timing of Deduction

   By Dougsbpc, January 27, 2005
   • 7 replies
   • 1.9k views
   • 
   • SoCalActuary
   • January 28, 2005

3. Timing of discretionary amendments

   By Guest DIY, March 7, 2006
   • 4 replies
   • 2.7k views
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   • Mike Preston
   • March 7, 2006

4. Timing of distribution notice

   By Guest ChuckLakeshore, February 27, 1999
   • 3 replies
   • 1.7k views
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   • david rigby
   • March 2, 1999

5. Timing of IRS Approval of a DB Plan Termination

   By ishi, February 6, 2006
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • February 6, 2006

6. Timing of lump sum distributions

   By AndrewM, April 30
   • 5 replies
   • 1.9k views
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   • Artie M
   • May 1

7. Timing of Participant Notice

   By Andy the Actuary, February 29, 2008
   • 0 replies
   • 795 views
   • 
   • Andy the Actuary
   • February 29, 2008

8. Timing of payments

   By Guest Brownek, April 8, 1999
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • April 9, 1999

9. timing of remitance of manditory participant contributions

   By Guest JGriner, September 5, 2006
   • 11 replies
   • 2k views
   • 
   • Guest
   • September 6, 2006

10. Tips for plan design

    By Guest JBY, December 15, 2009
    • 8 replies
    • 1.6k views
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    • mwyatt
    • January 11, 2010

11. TNC + Fees

    By Guest careful1, February 6, 2010
    • 5 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • February 8, 2010

12. TNC for frozen plan with life insurance

    By carrots, May 12, 2009
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 14, 2009

13. To Burn or Not To Burn, That Is the Question

    By Andy the Actuary, February 28, 2009
    • 0 replies
    • 908 views
    • 
    • Andy the Actuary
    • February 28, 2009

14. To DB or not to DB, that is the question!

    By SMB, July 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • July 1, 2002

15. To ensure a stream of income to surviving spouses VS Earliest Retirement age

    By Guest angelf, February 3, 2012
    • 39 replies
    • 5.1k views
    • 
    • Mike Preston
    • February 11, 2012

16. To Sue or Not To Sue, Oh Yeah?

    By Andy the Actuary, September 5, 2013
    • 2 replies
    • 1.1k views
    • 
    • jpod
    • September 6, 2013

17. To terminate or to not terminate?

    By ERISAgeek111, September 25, 2019
    • 4 replies
    • 723 views
    • 
    • Lou S.
    • September 26, 2019

18. Ton of over funding - Take over plan

    By Earl, March 8, 2019
    • 6 replies
    • 614 views
    • 
    • QP_Guy
    • March 12, 2019

19. Too clever by half: unusually low normal retirement age for cash balance plans

    By Guest erisafried, July 15, 2005
    • 18 replies
    • 2.6k views
    • 
    • No Name
    • August 25, 2005

20. Too Soon to Do Another Fresh Start?

    By NewBieHere, September 12
    • 9 replies
    • 3.7k views
    • 
    • Lou S.
    • September 18

21. Top 25 Distribution

    By Xerxes, June 6, 2019
    • 6 replies
    • 893 views
    • 
    • AndyH
    • June 12, 2019

22. Top 25 Language in DB Plans

    By Guest PGH.ERISA, March 14, 2008
    • 1 reply
    • 960 views
    • 
    • Andy the Actuary
    • March 14, 2008

23. Top 25 LS Payout restrictions for a frozen db plan

    By Guest GaryGaryGary, July 17, 2008
    • 7 replies
    • 3.2k views
    • 
    • WDIK
    • July 17, 2008

24. Top 25 lump sum restrictions

    By YankeeFan, February 15, 2013
    • 4 replies
    • 6.5k views
    • 
    • Mike Preston
    • February 15, 2013

25. Top 25 lump sum restrictions under 1.401(a)(4)-5(b)(3)

    By Guest MJ1, January 17, 2011
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • January 18, 2011

26. Top 25 Restricted Employees

    By Guest Tad77, October 16, 2007
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • October 16, 2007

27. Top 25 Restricted Payment

    By nancy, August 6, 2009
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • August 6, 2009

28. Top Heavy

    By Egold, March 11, 2020
    • 2 replies
    • 862 views
    • 
    • CuseFan
    • March 11, 2020

29. Top Heavy

    By Guest Phineas, September 18, 2012
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • September 18, 2012

30. Top Heavy Accruals

    By flosfur, September 15, 2005
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • September 15, 2005

31. Top Heavy Aggregation/DB + 401k

    By Guest C. Slimmon, April 18, 2000
    • 4 replies
    • 2.5k views
    • 
    • richard
    • April 22, 2000

32. Top Heavy and change in NRA

    By AndyH, January 6, 2010
    • 6 replies
    • 946 views
    • 
    • AndyH
    • January 6, 2010

33. Top heavy and excluded employees

    By SteveH, January 12, 2007
    • 10 replies
    • 3.9k views
    • 
    • SteveH
    • January 15, 2007

34. Top Heavy Benefit

    By mming, July 13, 2007
    • 5 replies
    • 2.1k views
    • 
    • SoCalActuary
    • July 13, 2007

35. Top Heavy Benefit after Freeze

    By Pension RC, December 3, 2013
    • 5 replies
    • 1.7k views
    • 
    • Pension RC
    • December 4, 2013

36. Top Heavy Benefit for combined BD & DC Plan

    By Guest, January 24, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 24, 2000

37. Top Heavy Calculation

    By emmetttrudy, May 11, 2012
    • 4 replies
    • 2.1k views
    • 
    • frizzyguy
    • May 22, 2012

38. Top Heavy Cash Balance Plan

    By Guest pension222, July 22, 2003
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 24, 2003

39. Top Heavy Cash Balance Plan

    By carrots, May 7, 2009
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • May 11, 2009

40. Top Heavy COmbined Test DB/DC

    By emmetttrudy, April 6, 2010
    • 6 replies
    • 3k views
    • 
    • emmetttrudy
    • June 18, 2010

41. top heavy contribution CB & PS

    By abanky, October 13, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • October 18, 2008

42. Top heavy credit

    By FAPInJax, October 7, 2004
    • 1 reply
    • 893 views
    • 
    • david rigby
    • October 7, 2004

43. top heavy DB and comp limit

    By Tom Poje, November 4, 2004
    • 1 reply
    • 969 views
    • 
    • Blinky the 3-eyed Fish
    • November 4, 2004

44. Top Heavy DB and DC under EGTRRA

    By AndyH, January 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 2003

45. Top Heavy DB plan

    By Lori Foresz, November 20, 2003
    • 9 replies
    • 2.3k views
    • 
    • AndyH
    • November 25, 2003

46. Top Heavy DB/DC

    By Dougsbpc, July 28, 2008
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2008

47. Top Heavy DB/DC & Excluded EE

    By David, June 27, 2001
    • 9 replies
    • 1.9k views
    • 
    • David
    • July 12, 2001

48. Top Heavy Determination

    By Guest pension222, June 21, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 21, 2001

49. Top Heavy Determination

    By Medusa, January 21, 2009
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • January 22, 2009

50. Top Heavy Determination - DB Plan Termination and 401(k) Adoption

    By Guest f1234, May 17, 2005
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 17, 2005