Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Non spouse beneficiary

   By Gary, May 20, 2010
   • 7 replies
   • 1.8k views
   • 
   • Guest
   • May 24, 2010

2. Can HCE owners contribute fully to a new Savings 401k while taking ful

   By Guest Osmond Baptist, May 4, 2001
   • 7 replies
   • 2.3k views
   • 
   • IRC401
   • May 21, 2001

3. FAS 88 Settlement

   By ishi, March 2, 2009
   • 7 replies
   • 5.2k views
   • 
   • Guest
   • November 20, 2009

4. Currently with a solo-401k; does it make sense to add cash balance plan? Take two

   By Mike Preston, May 11, 2018   

   • cash balance
   • traditional db
   • 7 replies
   • 955 views
   • 
   • SoCalActuary
   • May 14, 2018

5. Voluntary Service Crediting for Period of Lay-Off

   By BTG, November 4, 2020
   • 7 replies
   • 1.3k views
   • 
   • BTG
   • November 5, 2020

6. ABO and CL for backloaded cash balance plans

   By Guest Mike Melnick, June 2, 2003
   • 7 replies
   • 2.7k views
   • 
   • Guest
   • June 11, 2003

7. Demutualization Proceeds in Connection with a Contributory Terminated Defined Benefit Plan

   By Guest wednesday, April 1, 2005
   • 7 replies
   • 1.6k views
   • 
   • david rigby
   • April 2, 2005

8. Cash Balance Plan with young owner

   By carrots, August 11, 2010
   • 7 replies
   • 1.8k views
   • 
   • My 2 cents
   • August 12, 2010

9. funding deadline short plan year

   By Draper55, August 6, 2024
   • 7 replies
   • 1.7k views
   • 
   • Draper55
   • August 9, 2024

10. HCE Nuttyness

    By Andy the Actuary, November 14, 2011
    • 7 replies
    • 1.5k views
    • 
    • Kevin C
    • December 5, 2011

11. Where and when is the 30-YR Treasury Rate published?

    By Guest Grumpy455, October 4, 2005
    • 7 replies
    • 3.5k views
    • 
    • david rigby
    • October 6, 2005

12. Missing Participants - DB Termination

    By J. Bringhurst, August 5, 2002
    • 7 replies
    • 2.7k views
    • 
    • david rigby
    • June 10, 2003

13. Funding 412(i) Plan in Year of Termination

    By Guest PensionNW, January 31, 2005
    • 7 replies
    • 2.1k views
    • 
    • SoCalActuary
    • February 3, 2005

14. pre-EGTRRA limits

    By Blinky the 3-eyed Fish, December 23, 2003
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • December 24, 2003

15. Cash Balance and Profit Sharing Plan Vesting Question

    By Guest Mikk, October 2, 2009
    • 7 replies
    • 2.1k views
    • 
    • JBones
    • October 6, 2009

16. 'New' interest rates

    By FAPInJax, May 3, 2004
    • 7 replies
    • 1.7k views
    • 
    • FAPInJax
    • May 4, 2004

17. PBGC covered or not?

    By truphao, February 24, 2025
    • 7 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • March 10, 2025

18. Actuarial Increase - Interest Only Or Interest and Mortality?

    By Guest merlin, September 15, 2006
    • 7 replies
    • 3.1k views
    • 
    • david rigby
    • September 19, 2006

19. New SFAS 132 Available

    By MGB, December 23, 2003
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • February 5, 2004

20. Benefit Formulas

    By Guest DRN, April 2, 2003
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • April 3, 2003

21. 401(a)(26) and Frozen Plan

    By Guest raintrain19, September 12, 2013
    • 7 replies
    • 6.4k views
    • 
    • Kevin C
    • January 1, 2020

22. Buying Annuity Contracts for Terminating DB Plan

    By dpav, July 25, 2019
    • 7 replies
    • 1.7k views
    • 
    • Adam White
    • August 5, 2019

23. Cash Balance Formula Question

    By metsfan026, August 16, 2023
    • 7 replies
    • 1k views
    • 
    • Lou S.
    • August 16, 2023

24. USERRA and Vietnam Service

    By Effen, August 30, 2004
    • 7 replies
    • 2.1k views
    • 
    • Effen
    • September 1, 2004

25. Deduction of Contributions to a DB Plan

    By ac, October 27, 2005
    • 7 replies
    • 1.9k views
    • 
    • flosfur
    • October 30, 2005

26. Restructured DB Plan

    By JAY21, February 15, 2006
    • 7 replies
    • 2.1k views
    • 
    • JAY21
    • February 16, 2006

27. Aggregation Required?

    By Dougsbpc, May 10, 2007
    • 7 replies
    • 1.8k views
    • 
    • Dougsbpc
    • May 11, 2007

28. 417(e) Mortality Table for 2024

    By Craig Jacobs, October 11, 2023
    • 7 replies
    • 1.7k views
    • 
    • Craig Jacobs
    • October 19, 2023

29. Underfunded union negotiated plan that wants to terminate

    By Guest Judy S, January 11, 2005
    • 7 replies
    • 1.9k views
    • 
    • could be me maybe not
    • January 12, 2005

30. 401(a)(26) prior benefits structure

    By Dennis Povloski, August 5, 2011
    • 7 replies
    • 3.8k views
    • 
    • Effen
    • August 15, 2011

31. Life Insurance for participant that is taking in service distributions

    By SSRRS, July 14, 2020
    • 7 replies
    • 1.4k views
    • 
    • SSRRS
    • July 21, 2020

32. Advance funding of early retirement window

    By AndyH, January 23, 2001
    • 7 replies
    • 1.6k views
    • 
    • AndyH
    • January 26, 2001

33. 412(c)(8) amendment (or as redesignated, 412(d)(2))

    By Belgarath, July 13, 2007
    • 7 replies
    • 2.9k views
    • 
    • SoCalActuary
    • July 13, 2007

34. 401(h) accounts

    By arthurkagan, March 20, 2023
    • 7 replies
    • 1.8k views
    • 
    • NARAYANAN MOHANAN
    • September 16, 2023

35. FAS 158 - What to do with Prepaid

    By Guest pm01, November 8, 2007
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • November 20, 2007

36. Found Plan Assets After Termination

    By Zorro1k, June 1, 2015   

    • Found Assets
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • June 1, 2015

37. Is This Still A Safe Harbor

    By Guest merlin, November 4, 2004
    • 7 replies
    • 1.6k views
    • 
    • AndyH
    • November 5, 2004

38. Asset Purchase

    By Madison71, April 27, 2010
    • 7 replies
    • 1.7k views
    • 
    • Madison71
    • April 29, 2010

39. Cash Balance / Profit Sharing Plans Rate Group Testing

    By Stash026, February 22, 2021
    • 7 replies
    • 1k views
    • 
    • chc93
    • February 23, 2021

40. Sale of Life Insurance

    By AndyH, March 20, 2007
    • 7 replies
    • 1.7k views
    • 
    • AndyH
    • March 23, 2007

41. Model Funding Notice

    By Effen, February 11, 2009
    • 7 replies
    • 1.4k views
    • 
    • JAY21
    • February 13, 2009

42. Floor offset plans

    By FAPInJax, May 10, 2007
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • February 26, 2009

43. Testing Age

    By figure 8, September 7, 2017
    • 7 replies
    • 2k views
    • 
    • figure 8
    • September 8, 2017

44. PBGC male purchase rates

    By Gary, August 24, 2001
    • 7 replies
    • 2.2k views
    • 
    • Larry M
    • August 28, 2001

45. MORTALITY TABLE?

    By AndyH, May 25, 2010
    • 7 replies
    • 4.8k views
    • 
    • david rigby
    • May 26, 2010

46. Plan Terminations and AFTAP

    By Guest Jcarolan, October 31, 2008
    • 7 replies
    • 3.5k views
    • 
    • JAY21
    • February 11, 2009

47. Age limits on DB plan startups?

    By steve-o, October 28, 2005
    • 7 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 3, 2005

48. Accrued Interest

    By Andy the Actuary, May 24, 2011
    • 7 replies
    • 2.1k views
    • 
    • SoCalActuary
    • May 25, 2011

49. Funky transaction

    By Gary, May 25, 2005
    • 7 replies
    • 1.6k views
    • 
    • mwyatt
    • May 27, 2005

50. Notice 2009-68 statement aboutdirect rollover of after-tax contributions

    By Everett Moreland, December 3, 2009
    • 7 replies
    • 2.7k views
    • 
    • david rigby
    • March 29, 2010