Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Top Heavy for DC and DB Offset Plan

   By Blinky the 3-eyed Fish, April 7, 2004
   • 2 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • April 7, 2004

2. top heavy for ER with Two plans

   By Earl, March 17, 2004
   • 2 replies
   • 977 views
   • 
   • Earl
   • March 18, 2004

3. Top Heavy in DB w SEP?

   By Dennis Povloski, September 5, 2006
   • 3 replies
   • 1.2k views
   • 
   • Belgarath
   • September 5, 2006

4. Top Heavy in DB/DC Combo Plans

   By Dennis Povloski, February 2, 2005
   • 6 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • February 2, 2005

5. Top heavy in frozen DB plan

   By Belgarath, February 2, 2005
   • 21 replies
   • 4.1k views
   • 
   • Guest
   • February 10, 2005

6. Top Heavy Minimum

   By Dougsbpc, February 21, 2018
   • 1 reply
   • 1.3k views
   • 
   • Lou S.
   • February 21, 2018

7. top heavy minimum - 2 plans with different years

   By AndyH, July 13, 2006
   • 8 replies
   • 2.5k views
   • 
   • AndyH
   • July 18, 2006

8. Top Heavy Minimum after being excluded?

   By John Feldt ERPA CPC QPA, February 15, 2006
   • 3 replies
   • 2k views
   • 
   • FAPInJax
   • February 20, 2006

9. Top heavy minimum benefit - avg comp definition

   By Audrey, May 15
   • 4 replies
   • 1.5k views
   • 
   • Audrey
   • May 16

10. Top Heavy Minimum Benefits

    By Rball4, February 3, 2014
    • 2 replies
    • 1k views
    • 
    • Rball4
    • February 4, 2014

11. Top heavy minimum benefits

    By FAPInJax, July 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2003

12. Top Heavy minimum exceeds 415

    By Guest RRO, January 29, 2013
    • 11 replies
    • 1.2k views
    • 
    • Lou S.
    • January 30, 2013

13. Top Heavy Minimum for participant joining an excluded class

    By rodin111, February 28, 2015
    • 3 replies
    • 914 views
    • 
    • ETA Consulting LLC
    • March 1, 2015

14. Top Heavy Minimum in DB/SHDC

    By drakecohen, February 14, 2018
    • 1 reply
    • 753 views
    • 
    • Lou S.
    • February 14, 2018

15. Top Heavy Minimum in Frozen Plan

    By Dougsbpc, May 27, 2009
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • May 27, 2009

16. Top Heavy Minimum under EGTRRA

    By AndyH, March 29, 2002
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • April 1, 2002

17. Top Heavy Minimum-2 plans

    By Guest Don N, May 26, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 1999

18. Top Heavy Minimum?

    By Dougsbpc, November 3, 2011
    • 2 replies
    • 1.3k views
    • 
    • Dougsbpc
    • November 4, 2011

19. Top Heavy Minimums?

    By rcline46, July 26, 2006
    • 4 replies
    • 2.1k views
    • 
    • saabraa
    • July 28, 2006

20. Top Heavy Plan

    By Gary, March 5, 2008
    • 2 replies
    • 1.3k views
    • 
    • Jim Norman
    • March 5, 2008

21. Top Heavy Plans

    By Guest joe22, November 1, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 2005

22. Top Heavy Question

    By Guest naveen, July 24, 2009
    • 6 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • July 27, 2009

23. Top heavy question

    By AndyH, November 20, 2009
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • November 23, 2009

24. top heavy required aggregation group

    By Earl, October 15, 2004
    • 5 replies
    • 2.5k views
    • 
    • SRM
    • October 20, 2004

25. Top Heavy Required Aggregation Group 4 Year Lookback

    By Guest Scott McHenry, February 25, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 25, 2003

26. Top Heavy requirement

    By Gary, March 1, 2011
    • 2 replies
    • 893 views
    • 
    • AndyH
    • March 1, 2011

27. Top Heavy Status of a 412i Plan

    By Guest merlin, July 7, 2004
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2004

28. top heavy testing

    By Guest joe9pension, June 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • June 17, 2011

29. Top Heavy Testing Calculation

    By Guest Donkey Kong, June 4, 2001
    • 4 replies
    • 4.4k views
    • 
    • AndyH
    • June 11, 2001

30. Top Heavy Vesting In Frozen Plan

    By mming, July 20, 2009
    • 8 replies
    • 2.3k views
    • 
    • SoCalActuary
    • December 22, 2010

31. top heavy, 401a26, stuff like that

    By Bri, January 31, 2023
    • 2 replies
    • 547 views
    • 
    • Bri
    • January 31, 2023

32. top paid group elections

    By Gary, August 17, 2011
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • August 17, 2011

33. Top-25 restricted distributions - how much per year?

    By Guest guppy, November 4, 2003
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • April 6, 2004

34. Top-heavy accruals continuing after the plan falls below 60%

    By My 2 cents, July 16, 2013
    • 4 replies
    • 967 views
    • 
    • My 2 cents
    • July 22, 2013

35. Top-heavy benefits for hard-frozen DB plans

    By My 2 cents, June 13, 2014
    • 3 replies
    • 1.4k views
    • 
    • My 2 cents
    • July 2, 2014

36. Top-heavy DC/DB where DB is Frozen

    By Lou S., April 21, 2009
    • 2 replies
    • 1.9k views
    • 
    • Lou S.
    • April 21, 2009

37. Top-Heavy exemption

    By JustnERPA, January 23, 2019
    • 0 replies
    • 453 views
    • 
    • JustnERPA
    • January 23, 2019

38. Top-Heavy for HCE in combo plan?

    By drakecohen, October 28, 2021
    • 5 replies
    • 1.6k views
    • 
    • C. B. Zeller
    • November 3, 2021

39. Top-Heavy minimum

    By Guest lerieleech, March 2, 2007
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • March 3, 2007

40. top-heavy minimum after participant becomes excluded

    By John Feldt ERPA CPC QPA, December 6, 2016   

    • top-heavy
    • exclusion
    • (and 2 more)

      Tagged with:

      • top-heavy
      • exclusion
      • 416
      • excluded employee
    • 5 replies
    • 2k views
    • 
    • AndyH
    • December 8, 2016

41. Top-Heavy Minimums

    By WDIK, June 4, 2003
    • 5 replies
    • 1.4k views
    • 
    • WDIK
    • June 6, 2003

42. Top-Heavy, EGTRRA, Frozen DB, and PS Plans

    By SoCalActuary, July 3, 2008
    • 6 replies
    • 2.2k views
    • 
    • SoCalActuary
    • July 3, 2008

43. Total Benefit Value and QJSA

    By Guest ethompson, June 15, 2004
    • 6 replies
    • 1.5k views
    • 
    • MGB
    • June 16, 2004

44. Total Quarterlies are over Maximum

    By Calavera, May 20, 2010
    • 7 replies
    • 1.1k views
    • 
    • Mike Preston
    • May 23, 2010

45. Tough Question (at least for me)

    By Dougsbpc, December 7, 2002
    • 9 replies
    • 1.8k views
    • 
    • Everett Moreland
    • December 9, 2002

46. TPA Failures Caused Problems for Client

    By SwimmingInBowelsOfERISA, July 10, 2019   

    • cash balance plan
    • funding requirements
    • 26 replies
    • 2k views
    • 
    • austin3515
    • July 16, 2019

47. TPA missed the 10/1/08 AFTAP certification date.

    By Guest GMP, January 19, 2009
    • 9 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • January 28, 2009

48. TRA '86

    By Randy Watson, September 2, 2007
    • 3 replies
    • 1.7k views
    • 
    • Randy Watson
    • September 2, 2007

49. Traditional DB Funding w/insurance

    By JAY21, September 29, 2005
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • October 3, 2005

50. Traditional DB Plan Doing Lump Sum - Simplified Alternate Payee ID Process

    By rocknrolls2, October 21, 2014
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • October 21, 2014