Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Carryover Balance and 2008 Quarterlies

   By Guest mingblue, May 1, 2008
   • 1 reply
   • 1k views
   • 
   • Guest
   • May 13, 2008

2. Carryover Balance and Prefunding Balance

   By tuni88, February 21, 2009
   • 1 reply
   • 1.8k views
   • 
   • SoCalActuary
   • February 21, 2009

3. Carryover contributions and PPA

   By Guest RBlaine, July 22, 2008
   • 0 replies
   • 985 views
   • 
   • Guest
   • July 22, 2008

4. Carryover of non deductible after year of term

   By Guest Dumb & Dumber, July 22, 2012
   • 0 replies
   • 834 views
   • 
   • Guest
   • July 22, 2012

5. Carve-out DB Plan

   By QNPG, February 10, 2011
   • 18 replies
   • 4k views
   • 
   • shERPA
   • April 27, 2012

6. cash bal plan design

   By Gary, June 17, 2011
   • 4 replies
   • 1.2k views
   • 
   • SoCalActuary
   • June 18, 2011

7. Cash balance

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

8. cash balance

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

9. Cash Balance - Interest Accruals

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

10. Cash Balance - 411d6 related

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

11. Cash Balance - Calculation of Accrual for Testing

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

12. cash balance - interest rate assumption

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

13. 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

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

    By Jakyasar, February 2, 2022
    • 21 replies
    • 1.9k views
    • 
    • Nate S
    • February 15, 2022

15. Cash Balance - Lump Sums

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

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

    By waid10, November 12, 2023
    • 6 replies
    • 1.1k views
    • 
    • Jakyasar
    • November 13, 2023

17. Cash Balance - Nondiscrimination testing

    By flosfur, October 3, 2008
    • 15 replies
    • 6.4k views
    • 
    • JBones
    • October 8, 2008

18. Cash Balance - Past Service Benefits

    By carrots, March 3, 2009
    • 3 replies
    • 1.6k views
    • 
    • JAY21
    • March 4, 2009

19. Cash Balance - plan termination - insufficient assets

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

20. Cash Balance "Pension Benefit Statements"

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

21. Cash Balance / DC combo design

    By SteveH, December 15, 2006
    • 2 replies
    • 1.5k views
    • 
    • Penman2006
    • December 17, 2006

22. Cash Balance / Profit Sharing Plans Rate Group Testing

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

23. Cash Balance & Pension Equity Plans

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

24. Cash Balance %pay needs stable income ?

    By John J, March 25, 2017   

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

25. Cash Balance + Profit Sharing 6% Deductibility

    By Stash026, April 8, 2021
    • 14 replies
    • 3.5k views
    • 
    • Jakyasar
    • April 11, 2021

26. Cash Balance 415 lump sum distribution limit help

    By Julian, June 6, 2025
    • 13 replies
    • 1.8k views
    • 
    • Effen
    • June 11, 2025

27. cash balance accrued benefit at NRA

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

28. cash balance add-on plans

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

29. Cash Balance and Determination Letter

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

30. Cash Balance and Forfeiture

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

31. Cash Balance and Gateway Test

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

32. Cash Balance and Profit Sharing Plan Vesting Question

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

33. Cash Balance and RMDs

    By rcline46, March 14, 2012
    • 6 replies
    • 3.2k views
    • 
    • frizzyguy
    • March 14, 2012

34. cash balance and segment rates

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

35. Cash Balance and the change of AE interest rate

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

36. cash balance annuity conversion

    By Gary, August 30, 2001
    • 0 replies
    • 2k views
    • 
    • Gary
    • August 30, 2001

37. Cash Balance as Super Profit Sharing Plan

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

38. Cash Balance Benefit Question

    By metsfan026, December 31, 2024
    • 6 replies
    • 1.8k views
    • 
    • Bri
    • December 31, 2024

39. Cash Balance Contribution Deductibility

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

40. Cash Balance Contribution Deduction

    By Catch22PGM, April 18, 2022   

    • cash balance
    • tax-treatment
    • 8 replies
    • 3k views
    • 
    • Dare Johnson
    • April 25, 2022

41. Cash Balance Conversion

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

42. cash balance conversion

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

43. Cash Balance Conversion

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

44. Cash Balance Conversion Correction

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

45. Cash Balance conversion issues

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

46. Cash Balance Conversion/Document Restatement

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

47. Cash Balance Court Case

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

48. Cash Balance coversion

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

49. Cash Balance Credit Formula

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

50. 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