Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Three (3) Employee Categories Within Same Plan

   By LIBOR, February 11, 2005
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • February 14, 2005

2. Three 415 DB questions

   By Guest pjharvey, April 26, 2000
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • April 26, 2000

3. Three Adopting Employers - What "Comp" To Use?

   By Guest Partly Cloudy, March 23, 2004
   • 12 replies
   • 1.2k views
   • 
   • Guest
   • March 23, 2004

4. Three year average

   By SSRRS, September 1, 2021
   • 6 replies
   • 854 views
   • 
   • CuseFan
   • September 2, 2021

5. tiered db design

   By Guest lip, April 10, 2008
   • 3 replies
   • 1.1k views
   • 
   • Effen
   • April 10, 2008

6. Time for determination?

   By Guest pensioneer, August 28, 2009
   • 10 replies
   • 1.7k views
   • 
   • Guest
   • August 29, 2009

7. Time limit for electing optional form of benefit

   By Guest krijowri, March 12, 2008
   • 6 replies
   • 1.6k views
   • 
   • Guest
   • March 13, 2008

8. Timing of 415 application to accrued benefit

   By Guest saeissler, March 24, 2008
   • 2 replies
   • 1.2k views
   • 
   • SoCalActuary
   • March 25, 2008

9. Timing of 436 participant notice

   By dmb, September 26, 2011
   • 13 replies
   • 2.5k views
   • 
   • dmb
   • September 28, 2011

10. Timing of contribution for fiscal year company in a controlled group with a calendar plan year

    By Guest Dressageho, July 15, 2009
    • 5 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • July 27, 2009

11. Timing of Contributions

    By emmetttrudy, September 29, 2009
    • 5 replies
    • 2k views
    • 
    • david rigby
    • September 30, 2009

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

    By Guest siredwardcoke, December 26, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 26, 2003

13. Timing of Deduction

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

14. Timing of discretionary amendments

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

15. Timing of distribution notice

    By Guest ChuckLakeshore, February 27, 1999
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • March 2, 1999

16. Timing of IRS Approval of a DB Plan Termination

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

17. Timing of lump sum distributions

    By AndrewM, April 30, 2025
    • 5 replies
    • 2.1k views
    • 
    • Artie M
    • May 1, 2025

18. Timing of Participant Notice

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

19. Timing of payments

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

20. timing of remitance of manditory participant contributions

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

21. Tips for plan design

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

22. TNC + Fees

    By Guest careful1, February 6, 2010
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • February 8, 2010

23. TNC for frozen plan with life insurance

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

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

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

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

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

26. 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

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

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

28. To terminate or to not terminate?

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

29. Ton of over funding - Take over plan

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

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

    By Guest erisafried, July 15, 2005
    • 18 replies
    • 2.7k views
    • 
    • No Name
    • August 25, 2005

31. Too Soon to Do Another Fresh Start?

    By NewBieHere, September 12, 2025
    • 9 replies
    • 3.9k views
    • 
    • Lou S.
    • September 18, 2025

32. Top 25 Distribution

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

33. Top 25 Language in DB Plans

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

34. 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

35. Top 25 lump sum restrictions

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

36. 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

37. Top 25 Restricted Employees

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

38. Top 25 Restricted Payment

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

39. Top Heavy

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

40. Top Heavy

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

41. Top Heavy Accruals

    By flosfur, September 15, 2005
    • 2 replies
    • 2.3k views
    • 
    • david rigby
    • September 15, 2005

42. Top Heavy Aggregation/DB + 401k

    By Guest C. Slimmon, April 18, 2000
    • 4 replies
    • 2.6k views
    • 
    • richard
    • April 22, 2000

43. Top Heavy and change in NRA

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

44. Top heavy and excluded employees

    By SteveH, January 12, 2007
    • 10 replies
    • 4k views
    • 
    • SteveH
    • January 15, 2007

45. Top Heavy Benefit

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

46. Top Heavy Benefit after Freeze

    By Pension RC, December 3, 2013
    • 5 replies
    • 1.8k views
    • 
    • Pension RC
    • December 4, 2013

47. Top Heavy Benefit for combined BD & DC Plan

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

48. Top Heavy Calculation

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

49. Top Heavy Cash Balance Plan

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

50. Top Heavy Cash Balance Plan

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