Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Carve-out DB Plan

   By QNPG, February 10, 2011
   • 18 replies
   • 3.9k views
   • 
   • shERPA
   • April 27, 2012

2. cash bal plan design

   By Gary, June 17, 2011
   • 4 replies
   • 1.1k views
   • 
   • SoCalActuary
   • June 18, 2011

3. Cash balance

   By QNPG, March 7, 2011
   • 7 replies
   • 2k views
   • 
   • SoCalActuary
   • March 9, 2011

4. cash balance

   By jkdoll2, May 10, 2010
   • 1 reply
   • 1k views
   • 
   • John Feldt ERPA CPC QPA
   • May 10, 2010

5. Cash Balance - Interest Accruals

   By IRC401, November 28, 2002
   • 4 replies
   • 1.5k views
   • 
   • IRC401
   • December 14, 2002

6. Cash Balance - 411d6 related

   By Jakyasar, December 26, 2022
   • 4 replies
   • 818 views
   • 
   • Jakyasar
   • December 27, 2022

7. Cash Balance - Calculation of Accrual for Testing

   By Guest Scott McHenry, May 28, 2003
   • 0 replies
   • 918 views
   • 
   • Guest
   • May 28, 2003

8. cash balance - interest rate assumption

   By Guest Happy Actuary, October 10, 2003
   • 5 replies
   • 1.4k views
   • 
   • Effen
   • October 13, 2003

9. Cash Balance - IRC 430(h)(4)(B) leeway

   By carrots, March 10, 2009
   • 5 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • March 13, 2009

10. Cash Balance - Is pay credit required to be deposited for a terminated participant

    By Jakyasar, February 2, 2022
    • 21 replies
    • 1.8k views
    • 
    • Nate S
    • February 15, 2022

11. Cash Balance - Lump Sums

    By Guest wecoyote, December 20, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 20, 2006

12. Cash Balance - Minimum Participation Failure - How to Correct?

    By waid10, November 12, 2023
    • 6 replies
    • 988 views
    • 
    • Jakyasar
    • November 13, 2023

13. Cash Balance - Nondiscrimination testing

    By flosfur, October 3, 2008
    • 15 replies
    • 6.3k views
    • 
    • JBones
    • October 8, 2008

14. Cash Balance - Past Service Benefits

    By carrots, March 3, 2009
    • 3 replies
    • 1.5k views
    • 
    • JAY21
    • March 4, 2009

15. Cash Balance - plan termination - insufficient assets

    By Jakyasar, May 3, 2023
    • 6 replies
    • 673 views
    • 
    • Bri
    • May 9, 2023

16. Cash Balance "Pension Benefit Statements"

    By stbennet, October 21, 2011
    • 2 replies
    • 1.1k views
    • 
    • emmetttrudy
    • October 26, 2011

17. Cash Balance / DC combo design

    By SteveH, December 15, 2006
    • 2 replies
    • 1.4k views
    • 
    • Penman2006
    • December 17, 2006

18. Cash Balance / Profit Sharing Plans Rate Group Testing

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

19. Cash Balance & Pension Equity Plans

    By Chester, April 5, 1999
    • 6 replies
    • 2k views
    • 
    • richard
    • April 22, 1999

20. Cash Balance %pay needs stable income ?

    By John J, March 25, 2017   

    • cash balance stable db
    • 4 replies
    • 683 views
    • 
    • John Feldt ERPA CPC QPA
    • March 30, 2017

21. Cash Balance + Profit Sharing 6% Deductibility

    By Stash026, April 8, 2021
    • 14 replies
    • 3.2k views
    • 
    • Jakyasar
    • April 11, 2021

22. Cash Balance 415 lump sum distribution limit help

    By Julian, June 6
    • 13 replies
    • 1.6k views
    • 
    • Effen
    • June 11

23. cash balance accrued benefit at NRA

    By Draper55, March 3, 2022
    • 4 replies
    • 1.1k views
    • 
    • Effen
    • March 7, 2022

24. cash balance add-on plans

    By Guest ctrapatsos, December 1, 2006
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • December 1, 2006

25. Cash Balance and Determination Letter

    By waid10, October 23, 2002
    • 2 replies
    • 1.3k views
    • 
    • MGB
    • October 23, 2002

26. Cash Balance and Forfeiture

    By retbenser, March 28, 2013
    • 4 replies
    • 2.2k views
    • 
    • FAPInJax
    • April 1, 2013

27. Cash Balance and Gateway Test

    By retbenser, November 5, 2010
    • 5 replies
    • 1.9k views
    • 
    • SoCalActuary
    • November 5, 2010

28. Cash Balance and Profit Sharing Plan Vesting Question

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

29. Cash Balance and RMDs

    By rcline46, March 14, 2012
    • 6 replies
    • 3.1k views
    • 
    • frizzyguy
    • March 14, 2012

30. cash balance and segment rates

    By abanky, October 16, 2007
    • 9 replies
    • 1.5k views
    • 
    • AndyH
    • October 17, 2007

31. Cash Balance and the change of AE interest rate

    By abanky, August 10, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 12, 2009

32. cash balance annuity conversion

    By Gary, August 30, 2001
    • 0 replies
    • 1.9k views
    • 
    • Gary
    • August 30, 2001

33. Cash Balance as Super Profit Sharing Plan

    By carrots, February 16, 2009
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • February 16, 2009

34. Cash Balance Benefit Question

    By metsfan026, December 31, 2024
    • 6 replies
    • 1.6k views
    • 
    • Bri
    • December 31, 2024

35. Cash Balance Contribution Deductibility

    By metsfan026, September 12, 2022
    • 6 replies
    • 931 views
    • 
    • Luke Bailey
    • September 14, 2022

36. Cash Balance Contribution Deduction

    By Catch22PGM, April 18, 2022   

    • cash balance
    • tax-treatment
    • 8 replies
    • 2.7k views
    • 
    • Dare Johnson
    • April 25, 2022

37. Cash Balance Conversion

    By nancy, September 10, 2007
    • 3 replies
    • 1.4k views
    • 
    • tymesup
    • September 12, 2007

38. cash balance conversion

    By Guest MC2, April 3, 2007
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • April 4, 2007

39. Cash Balance Conversion

    By nancy, March 10, 2008
    • 1 reply
    • 922 views
    • 
    • SoCalActuary
    • March 11, 2008

40. Cash Balance Conversion Correction

    By Guest DORIGHT, February 20, 2008
    • 0 replies
    • 853 views
    • 
    • Guest
    • February 20, 2008

41. Cash Balance conversion issues

    By Guest sgriff, August 15, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 15, 2000

42. Cash Balance Conversion/Document Restatement

    By nancy, January 21, 2014
    • 0 replies
    • 939 views
    • 
    • nancy
    • January 21, 2014

43. Cash Balance Court Case

    By Guest JimmyP, September 28, 2001
    • 3 replies
    • 1.4k views
    • 
    • MGB
    • September 28, 2001

44. Cash Balance coversion

    By Guest Quacka, September 18, 2011
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • September 19, 2011

45. Cash Balance Credit Formula

    By emmetttrudy, November 16, 2012
    • 3 replies
    • 1.5k views
    • 
    • emmetttrudy
    • November 19, 2012

46. Cash Balance crediting rate and MAP 21

    By John Feldt ERPA CPC QPA, August 29, 2012
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • August 30, 2012

47. Cash Balance Determination Letter

    By jessgaines, February 28, 2020   

    • irs
    • cb
    • (and 2 more)

      Tagged with:

      • irs
      • cb
      • preapproved plan; prototype
      • individually designed plan
    • 5 replies
    • 1.2k views
    • 
    • LANDO
    • March 3, 2020

48. cash balance discrimination testing

    By dmb, November 20, 2002
    • 6 replies
    • 2k views
    • 
    • dmb
    • November 21, 2002

49. Cash Balance Distibution post age 70 1/2

    By Guest helpUretire, July 24, 2009
    • 2 replies
    • 1.7k views
    • 
    • SoCalActuary
    • July 25, 2009

50. Cash Balance Distribution Fees

    By MGOAdmin, May 13, 2015   

    • Cash Balance
    • Distribution fee
    • 10 replies
    • 3.8k views
    • 
    • My 2 cents
    • May 26, 2015