Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cash Balance Plan Conversions Cause Illegal Age Discrimination?

   By Guest kp, December 30, 1998
   • 12 replies
   • 2.3k views
   • 
   • Guest
   • August 9, 2000

2. Cash-Balance Funding

   By JAY21, March 7, 2008
   • 11 replies
   • 2.3k views
   • 
   • Mike Preston
   • March 12, 2008

3. 404(o) Max Deduction Issues

   By mwyatt, May 13, 2008
   • 10 replies
   • 2.3k views
   • 
   • mwyatt
   • May 15, 2008

4. Valuation date change

   By Guest Marino13, May 5, 2004
   • 5 replies
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • May 6, 2004

5. What is the present value of a lifetime pension?

   By jlf, August 16, 2000
   • 6 replies
   • 2.3k views
   • 
   • david rigby
   • August 17, 2000

6. DB/DC Combined Deductible Limit

   By LIBOR, June 8, 2004
   • 11 replies
   • 2.3k views
   • 
   • ERISA1
   • May 6, 2005

7. Has anyone an opinin on or experience with converting a 412i into a tr

   By Guest NPaleveda, April 6, 2001
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • April 6, 2001

8. calculating the offset under Miller v Xerox Corp.

   By Everett Moreland, May 10, 2006
   • 6 replies
   • 2.3k views
   • 
   • Guest
   • May 15, 2006

9. Post Plan Termination Contribution (non PBGC)

   By jpm56, April 24, 2012
   • 8 replies
   • 2.3k views
   • 
   • jpm56
   • June 5, 2012

10. PBGC COVERAGE

    By zimbo, July 3, 2006
    • 6 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 10, 2006

11. No More Paper Checks

    By spencerhastings, January 31, 2020
    • 6 replies
    • 2.3k views
    • 
    • spencerhastings
    • February 4, 2020

12. RFP for DB Plans - Trustee and/or Outsourcing of Administration

    By Guest jeanps, August 18, 2005
    • 1 reply
    • 2.3k views
    • 
    • SoCalActuary
    • August 18, 2005

13. Beneficiary Distributions

    By rcline46, March 9, 2010
    • 6 replies
    • 2.3k views
    • 
    • Effen
    • March 10, 2010

14. IRC Section 415 Limits on Defined Benefit Plans

    By Guest NedA, June 6, 1999
    • 2 replies
    • 2.3k views
    • 
    • Lorraine Dorsa
    • June 8, 1999

15. Question Regarding Termination of Cash Balance Plan

    By metsfan026, December 2, 2022
    • 5 replies
    • 2.3k views
    • 
    • C. B. Zeller
    • December 6, 2022

16. Deferred Retiree Benefiting under 410(B)?

    By AndyH, February 24, 2005
    • 10 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 4, 2005

17. 401(a)(26)

    By retbenser, May 26, 2011
    • 11 replies
    • 2.3k views
    • 
    • Gary
    • May 27, 2011

18. Practical Import of AFTAP <60%

    By Guest merlin, December 16, 2008
    • 10 replies
    • 2.3k views
    • 
    • dmb
    • January 16, 2009

19. Interest Credits in Cash Balance Plans

    By Guest SamFischer, July 30, 2003
    • 8 replies
    • 2.3k views
    • 
    • Everett Moreland
    • August 4, 2003

20. Qualifying Employer Real Property Questions

    By ERISA-Bubs, July 6, 2017
    • 4 replies
    • 2.3k views
    • 
    • CuseFan
    • July 7, 2017

21. Termination Year Funding

    By Guest FredR, July 23, 2002
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • July 24, 2002

22. Leased EE's - HCE definition

    By Guest Keith N, December 1, 1998
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 1998

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

    By SoCalActuary, July 3, 2008
    • 6 replies
    • 2.3k views
    • 
    • SoCalActuary
    • July 3, 2008

24. Interest rates after PPA

    By FAPInJax, August 10, 2006
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • August 16, 2006

25. Contribution & Deduction Timing

    By richard, November 19, 1999
    • 3 replies
    • 2.3k views
    • 
    • richard
    • November 27, 1999

26. Fully Insured - 412i - Book

    By Guest mingblue, June 2, 2006
    • 7 replies
    • 2.3k views
    • 
    • GBurns
    • June 6, 2006

27. Vesting at termination

    By ombskid, October 29, 2009
    • 4 replies
    • 2.2k views
    • 
    • ScottR
    • November 7, 2009

28. I have been receiving an abnormal amount of questions regarding Section 79 plans

    By SteveH, January 9, 2007
    • 4 replies
    • 2.2k views
    • 
    • Ron Snyder
    • June 12, 2007

29. Overfunded DB - Intentional Disqualification

    By dan.jock, January 8, 2018
    • 12 replies
    • 2.2k views
    • 
    • ERISAAPPLE
    • January 10, 2018

30. Short Plan Year

    By flosfur, June 5, 2003
    • 5 replies
    • 2.2k views
    • 
    • Mike Preston
    • October 3, 2003

31. EOY Valuation and Plan Termination

    By Hojo, March 26, 2012
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • March 27, 2012

32. EOY Cash Balance Interest Crediting Rate

    By frizzyguy, June 9, 2011
    • 3 replies
    • 2.2k views
    • 
    • carrots
    • June 17, 2011

33. Retroactive application of 401(a)(17) limit

    By Guest Steve C., August 22, 2002
    • 3 replies
    • 2.2k views
    • 
    • Mike Preston
    • August 23, 2002

34. mortality table name

    By Tom Poje, June 2, 2006
    • 3 replies
    • 2.2k views
    • 
    • SoCalActuary
    • June 2, 2006

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

    By Guest Osmond Baptist, May 4, 2001
    • 7 replies
    • 2.2k views
    • 
    • IRC401
    • May 21, 2001

36. Unrelated Business Income?

    By dmb, June 10, 2004
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • June 17, 2004

37. Partial Lump Sum Available for Underfunded DB Plan?

    By Guest jfreeborn, November 17, 2009
    • 7 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • November 25, 2009

38. Self-Directed Cash Balance Plans

    By Guest erichiii, July 14, 2004
    • 8 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2004

39. Maximum Deduction under 404(0)

    By Guest DCquestioner, September 22, 2008
    • 11 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 23, 2008

40. DB DC Combo

    By John Feldt ERPA CPC QPA, January 11, 2010
    • 4 replies
    • 2.2k views
    • 
    • Everett Moreland
    • January 13, 2010

41. Calculation of MVAR In A Plan That Pays Lump Sums

    By Guest merlin, October 30, 2002
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • November 6, 2002

42. Social Security Offset situation

    By Gary, November 5, 2001
    • 6 replies
    • 2.2k views
    • 
    • RCK
    • November 15, 2001

43. Covered Compensation for 2003

    By Guest Judy S, January 3, 2003
    • 7 replies
    • 2.2k views
    • 
    • MGB
    • January 8, 2003

44. 1st year CB Plan and PPA

    By abanky, January 7, 2009
    • 20 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 13, 2009

45. Rounding Rules for 401(a)(26)

    By Lori Foresz, November 3, 2004
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • November 3, 2004

46. DB and 403(b) aggregation for 401(b) testing

    By dmb, September 20, 2010
    • 7 replies
    • 2.2k views
    • 
    • AndyH
    • September 21, 2010

47. late retirement

    By Gary, September 28, 2012
    • 9 replies
    • 2.2k views
    • 
    • david rigby
    • September 28, 2012

48. 415(b) - All Income derived from a guild - Can a separate plan be set up

    By Guest erepper, March 31, 2005
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • March 31, 2005

49. Supreme Court decision on conversions

    By could be me maybe not, March 31, 2005
    • 17 replies
    • 2.2k views
    • 
    • SoCalActuary
    • April 6, 2005

50. 401(a)(26) for closed plan

    By dmb, February 11, 2020
    • 7 replies
    • 2.2k views
    • 
    • Kevin C
    • February 14, 2020