Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Top Heavy COmbined Test DB/DC

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

2. top heavy contribution CB & PS

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

3. Top heavy credit

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

4. top heavy DB and comp limit

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

5. Top Heavy DB and DC under EGTRRA

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

6. Top Heavy DB plan

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

7. Top Heavy DB/DC

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

8. Top Heavy DB/DC & Excluded EE

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

9. Top Heavy Determination

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

10. Top Heavy Determination

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

11. 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

12. 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

13. top heavy for ER with Two plans

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

14. Top Heavy in DB w SEP?

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

15. Top Heavy in DB/DC Combo Plans

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

16. Top heavy in frozen DB plan

    By Belgarath, February 2, 2005
    • 21 replies
    • 4.2k views
    • 
    • Guest
    • February 10, 2005

17. Top Heavy Minimum

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

18. top heavy minimum - 2 plans with different years

    By AndyH, July 13, 2006
    • 8 replies
    • 2.6k views
    • 
    • AndyH
    • July 18, 2006

19. Top Heavy Minimum after being excluded?

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

20. Top heavy minimum benefit - avg comp definition

    By Audrey, May 15, 2025
    • 4 replies
    • 1.6k views
    • 
    • Audrey
    • May 16, 2025

21. Top Heavy Minimum Benefits

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

22. Top heavy minimum benefits

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

23. Top Heavy minimum exceeds 415

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

24. Top Heavy Minimum for participant joining an excluded class

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

25. Top Heavy Minimum in DB/SHDC

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

26. Top Heavy Minimum in Frozen Plan

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

27. Top Heavy Minimum under EGTRRA

    By AndyH, March 29, 2002
    • 4 replies
    • 1.7k views
    • 
    • AndyH
    • April 1, 2002

28. Top Heavy Minimum-2 plans

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

29. Top Heavy Minimum?

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

30. Top Heavy Minimums?

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

31. Top Heavy Plan

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

32. Top Heavy Plans

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

33. Top Heavy Question

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

34. Top heavy question

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

35. top heavy required aggregation group

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

36. Top Heavy Required Aggregation Group 4 Year Lookback

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

37. Top Heavy requirement

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

38. 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

39. top heavy testing

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

40. Top Heavy Testing Calculation

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

41. Top Heavy Vesting In Frozen Plan

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

42. top heavy, 401a26, stuff like that

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

43. top paid group elections

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

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

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

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

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

46. 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

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

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

48. Top-Heavy exemption

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

49. Top-Heavy for HCE in combo plan?

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

50. Top-Heavy minimum

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