Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 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
   • 1.3k views
   • 
   • LANDO
   • March 3, 2020

2. cash balance discrimination testing

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

3. Cash Balance Distibution post age 70 1/2

   By Guest helpUretire, July 24, 2009
   • 2 replies
   • 1.8k views
   • 
   • SoCalActuary
   • July 25, 2009

4. Cash Balance Distribution Fees

   By MGOAdmin, May 13, 2015   

   • Cash Balance
   • Distribution fee
   • 10 replies
   • 3.9k views
   • 
   • My 2 cents
   • May 26, 2015

5. Cash Balance EOY Valn and First Plan Year

   By rew, July 22, 2015
   • 3 replies
   • 1.3k views
   • 
   • Hojo
   • July 22, 2015

6. Cash balance floor offset design

   By Guest archon, July 15, 2003
   • 6 replies
   • 2.5k views
   • 
   • Guest
   • July 17, 2003

7. Cash Balance Floor Offset Plans - Fantastic Results?

   By Guest merlin, October 16, 2003
   • 32 replies
   • 7k views
   • 
   • Blinky the 3-eyed Fish
   • January 12, 2004

8. Cash Balance Forfeiture Account

   By Stash026, March 9, 2018
   • 8 replies
   • 2k views
   • 
   • david rigby
   • March 9, 2018

9. Cash Balance Formula Question

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

10. Cash Balance Formulas when Earnings Not Known

    By ERISAAPPLE, May 22, 2018
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 24, 2018

11. Cash balance fully-insured plan rules

    By SoCalActuary, August 10, 2016   

    • cash-balance fully-insured
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • August 17, 2016

12. Cash Balance Funding - SB

    By cohendrake, February 18, 2013
    • 2 replies
    • 1.4k views
    • 
    • ubermax
    • February 19, 2013

13. Cash balance funding under PPA

    By FAPInJax, June 23, 2009
    • 6 replies
    • 1.7k views
    • 
    • mwyatt
    • June 25, 2009

14. Cash Balance Funding Whipsaw

    By JAY21, December 3, 2008
    • 4 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 5, 2008

15. Cash balance general confusion

    By Guest saeissler, March 16, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 17, 2006

16. Cash Balance Interest & Muslims

    By Nate S, October 4, 2021   

    • cash balance
    • interest
    • (and 1 more)

      Tagged with:

      • cash balance
      • interest
      • exclusions
    • 7 replies
    • 1.4k views
    • 
    • CuseFan
    • October 6, 2021

17. Cash Balance Interest Basis-Protected Benefit?

    By Guest ak, September 29, 2006
    • 2 replies
    • 1.4k views
    • 
    • ak2ary
    • October 9, 2006

18. Cash Balance interest credit reduction

    By AndyH, February 1, 2012
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • February 2, 2012

19. Cash Balance Interest Credit Timing

    By Guest BRich, October 1, 2009
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 2, 2009

20. Cash Balance interest crediting rate

    By Guest Jmar401k, December 5, 2014
    • 3 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 6, 2014

21. Cash Balance Interest Crediting Rate

    By Guest Actuary Bill, June 11, 2009
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • June 16, 2009

22. CASH BALANCE INTEREST CREDITS - CORBEL DOC

    By AndyH, July 2, 2010
    • 11 replies
    • 2k views
    • 
    • david rigby
    • July 6, 2010

23. Cash Balance Litigation

    By Guest pjdawson, August 5, 2003
    • 4 replies
    • 1.9k views
    • 
    • flosfur
    • August 7, 2003

24. cash balance lump sum

    By Gary, February 24, 2003
    • 3 replies
    • 1.3k views
    • 
    • IRC401
    • March 2, 2003

25. Cash Balance Market Rate of Return

    By Dennis Povloski, January 3, 2008
    • 5 replies
    • 3.2k views
    • 
    • Effen
    • January 8, 2008

26. Cash Balance Maximum Contribution

    By rcline46, March 25, 2010
    • 1 reply
    • 835 views
    • 
    • FAPInJax
    • March 25, 2010

27. Cash Balance Maxiumum

    By SSRRS, May 4, 2022
    • 9 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • May 5, 2022

28. Cash Balance Min and Max?

    By retbenser, July 12, 2010
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 12, 2010

29. Cash Balance Minimum Participation and ROR ICR Plans

    By CuseFan, February 20, 2019
    • 11 replies
    • 2.3k views
    • 
    • CuseFan
    • February 27, 2019

30. Cash Balance New plan design

    By AndyH, July 22, 2009
    • 6 replies
    • 1.3k views
    • 
    • AndyH
    • July 24, 2009

31. Cash Balance Off-set Plan Participant Count

    By vrradjew, August 8, 2016   

    • PBGC
    • Cash Balance
    • (and 5 more)

      Tagged with:

      • PBGC
      • Cash Balance
      • Off-set
      • offset
      • participant count
      • flat-rate
      • premium
    • 1 reply
    • 851 views
    • 
    • Calavera
    • August 8, 2016

32. Cash Balance Offset arrangments

    By Guest RMcCord, October 21, 2010
    • 1 reply
    • 799 views
    • 
    • SoCalActuary
    • October 21, 2010

33. Cash Balance Option

    By Guest ooota, June 25, 2004
    • 7 replies
    • 1.5k views
    • 
    • Effen
    • June 28, 2004

34. Cash Balance Owner Allocation Formula

    By MGOAdmin, October 21, 2014   

    • Allocation Formula
    • cash balance
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 23, 2014

35. Cash Balance Pay Credit

    By Guest Heather_PA, December 13, 2012
    • 5 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 13, 2012

36. Cash Balance Pay Credit

    By retbenser, December 29, 2010
    • 2 replies
    • 1k views
    • 
    • retbenser
    • December 29, 2010

37. Cash Balance Plan

    By Medusa, April 16, 2008
    • 8 replies
    • 2k views
    • 
    • Medusa
    • April 22, 2008

38. cash balance plan

    By Gary, April 24, 2003
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • April 24, 2003

39. Cash Balance Plan

    By JAY21, February 17, 2009
    • 6 replies
    • 2.2k views
    • 
    • AndyH
    • February 18, 2009

40. cash balance plan

    By thepensionmaven, November 13, 2008
    • 6 replies
    • 1.3k views
    • 
    • david rigby
    • November 14, 2008

41. cash balance plan

    By Gary, June 23, 2011
    • 7 replies
    • 2k views
    • 
    • frizzyguy
    • June 28, 2011

42. Cash Balance Plan - BOY valuation normal cost

    By Hojo, November 22, 2013
    • 3 replies
    • 2.7k views
    • 
    • ubermax
    • November 23, 2013

43. Cash Balance Plan - Brain Cramp

    By mwyatt, February 19, 2013
    • 12 replies
    • 1.9k views
    • 
    • Draper55
    • March 11, 2013

44. Cash Balance Plan - Court Case

    By david rigby, September 27, 2001
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • September 27, 2001

45. Cash Balance Plan - Cutback Issue

    By Guest pcohen, November 28, 2007
    • 1 reply
    • 1.1k views
    • 
    • J. Bringhurst
    • December 21, 2007

46. Cash Balance Plan - Fixed Interest Credit & Meaningful Benefits

    By Guest mcw, August 16, 2010
    • 11 replies
    • 1.7k views
    • 
    • Mike Preston
    • August 18, 2010

47. Cash Balance Plan - In-Service Distribution (Rollover to IRA) Permitted?

    By waid10, November 10, 2023
    • 8 replies
    • 3.7k views
    • 
    • Jakyasar
    • November 13, 2023

48. Cash Balance Plan - Interest Rate Amendment

    By metsfan026, January 29, 2025
    • 1 reply
    • 897 views
    • 
    • Bri
    • January 29, 2025

49. Cash Balance Plan - New Ruling?

    By Guest jhilliard, August 13, 2003
    • 19 replies
    • 2.1k views
    • 
    • MoJo
    • August 20, 2003

50. Cash Balance Plan - No Suspension of Benefits Notices Provided

    By Guest jpadavic, January 2, 2013
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • January 3, 2013