Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 2 year eligibility question

   By Earl, March 10, 2017
   • 7 replies
   • 2.6k views
   • 
   • John Feldt ERPA CPC QPA
   • November 10, 2017

2. Request for Assistance

   By Guest jtdplan, December 17, 2002
   • 7 replies
   • 1.3k views
   • 
   • mbozek
   • December 18, 2002

3. Does anyone know about the 71 TPF&C mortality table?

   By Gary, March 16, 2001
   • 7 replies
   • 8.5k views
   • 
   • Guest
   • March 25, 2010

4. Protected Benefit

   By Gary, January 31, 2011
   • 7 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • February 3, 2011

5. RMD after plan termination

   By Jakyasar, July 25, 2023
   • 7 replies
   • 930 views
   • 
   • Jesse C
   • December 18, 2025

6. GATT and Reversion

   By Guest Rosalind, May 31, 2002
   • 7 replies
   • 2.2k views
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   • Mike Preston
   • June 1, 2002

7. 401(a)(26) for closed plan

   By dmb, February 11, 2020
   • 7 replies
   • 2.3k views
   • 
   • Kevin C
   • February 14, 2020

8. Demutualization Compensation as Plan Asset

   By Guest Steve C, June 27, 2000
   • 7 replies
   • 2.2k views
   • 
   • pjkoehler
   • June 28, 2000

9. Is there a website for you to search for other individual designed plan?

   By Sarah73, January 27, 2022
   • 7 replies
   • 1.3k views
   • 
   • CuseFan
   • January 28, 2022

10. DB required contribution exceeds S-Corp Income

    By Guest TracyAndrews, February 7, 2001
    • 7 replies
    • 6.4k views
    • 
    • Guest
    • September 12, 2006

11. PPA Defined Benefit Plan Pension Statement

    By Andy the Actuary, October 22, 2008
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • February 5, 2009

12. DB Plan for Participant Over 70 1/2

    By four01kman, August 18, 2003
    • 7 replies
    • 1.9k views
    • 
    • MGB
    • August 19, 2003

13. Selecting Worst Interest Scenario

    By Andy the Actuary, April 9, 2009
    • 7 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 14, 2009

14. Prior DB plan offset

    By Jakyasar, April 8, 2025
    • 7 replies
    • 1.7k views
    • 
    • Jakyasar
    • April 10, 2025

15. owner employee within controlled group

    By Guest meggie, April 1, 2002
    • 7 replies
    • 2k views
    • 
    • AndyH
    • April 4, 2002

16. Compensation while a participant

    By No Name, June 14, 2005
    • 7 replies
    • 1.9k views
    • 
    • No Name
    • June 17, 2005

17. CB Plan - interest crediting upon termination

    By Jakyasar, November 21, 2024
    • 7 replies
    • 998 views
    • 
    • Jakyasar
    • November 22, 2024

18. NRA with "age 55 and completion of 16 years of service"

    By himt4, January 26, 2005
    • 7 replies
    • 1.6k views
    • 
    • Gary
    • February 4, 2005

19. Unique Plan Freeze

    By Gary, October 28, 2006
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • October 30, 2006

20. "Repayment Agreement," "Nonrestricted limit," &quo

    By Guest wworden, September 17, 2000
    • 7 replies
    • 2k views
    • 
    • AndyH
    • September 19, 2000

21. Waiver of Benefits under a DB Plan

    By Guest EMM118, October 2, 2006
    • 7 replies
    • 2.2k views
    • 
    • SteveH
    • October 3, 2006

22. Cash Balance Plans

    By Gary, October 4, 2007
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • October 10, 2007

23. RP 2000-40 - VALID OR OBSOLETE

    By AndyH, February 12, 2008
    • 7 replies
    • 2.1k views
    • 
    • AndyH
    • February 14, 2008

24. Normal Retirement Age

    By Gary, May 7, 2009
    • 7 replies
    • 2.3k views
    • 
    • SoCalActuary
    • May 7, 2009

25. DB/DC contribution over deductible limit

    By Calavera, July 8, 2008
    • 7 replies
    • 1.7k views
    • 
    • Calavera
    • July 9, 2008

26. MAX DC + DB CONTRIBUTION

    By RayJJohnsonJr, June 30, 2020
    • 7 replies
    • 1.5k views
    • 
    • Bob the Swimmer
    • July 1, 2020

27. Lump Sums

    By Guest PAUL DUGAN, November 16, 2005
    • 7 replies
    • 2.1k views
    • 
    • AndyH
    • November 28, 2005

28. Cash Balance-BOY val?

    By Guest Sus95, February 26, 2009
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • March 2, 2009

29. Funding for a Single Life Annuity

    By Pension RC, July 21, 2013
    • 7 replies
    • 2.5k views
    • 
    • Draper55
    • September 11, 2013

30. 3 year average

    By SSRRS, August 7, 2025
    • 7 replies
    • 4.7k views
    • 
    • SSRRS
    • August 13, 2025

31. 419(e) welfare benefit plan deduction limit (life insurance only plan)

    By Gary, August 9, 2005
    • 7 replies
    • 4k views
    • 
    • Ron Snyder
    • August 25, 2005

32. RMD in year of Plan Termination

    By Guest naveen, November 1, 2010
    • 7 replies
    • 3.2k views
    • 
    • YankeeFan
    • December 14, 2010

33. DB funding questions

    By Guest lerieleech, January 9, 2009
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 12, 2009

34. Timing of Deduction

    By Dougsbpc, January 27, 2005
    • 7 replies
    • 1.9k views
    • 
    • SoCalActuary
    • January 28, 2005

35. 50% J&S benefit for young non spouse beneficiary

    By Guest crosseyedtester, March 9, 2005
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • March 10, 2005

36. Highest Age to Start DB Plan

    By Pension RC, September 8, 2013
    • 7 replies
    • 1.2k views
    • 
    • FAPInJax
    • September 13, 2013

37. Variable Annuities Not Meeting 415 Requirements

    By Ananda, April 4, 2022
    • 7 replies
    • 1.1k views
    • 
    • AndyH
    • April 27, 2022

38. DB/DC combo deduction limit

    By pbarrett, March 31, 2003
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • April 1, 2003

39. Pension amount after NRA

    By Nightnurse, October 2, 2021
    • 7 replies
    • 1.1k views
    • 
    • AndyH
    • October 8, 2021

40. Fully Insured - 412i - Book

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

41. Explaining actuarial increase

    By newguy2012, May 24, 2012
    • 7 replies
    • 6.9k views
    • 
    • david rigby
    • May 29, 2012

42. Proposed Budget increases PBGC premiums

    By david rigby, October 28, 2015
    • 7 replies
    • 1.2k views
    • 
    • Calavera
    • October 29, 2015

43. Maximum 415 Accrued Benefit for Cash Balance Plan

    By ac, December 1, 2023
    • 7 replies
    • 2.8k views
    • 
    • Jakyasar
    • December 1, 2023

44. cash balance plan

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

45. Final Form 5500EZ

    By Gary, August 5, 2008
    • 7 replies
    • 3k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2008

46. Incidental Rule in Regard to Key Employee Insurance

    By Guest MJO, March 18, 2002
    • 7 replies
    • 2.8k views
    • 
    • Mike Preston
    • March 25, 2002

47. Optional Forms upon Plan Termination

    By Guest Mike Spickard, May 30, 2003
    • 7 replies
    • 2.6k views
    • 
    • RTK
    • May 30, 2003

48. 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

49. DB/DC Combo Top Heavy

    By Vlad401k, April 8, 2016
    • 7 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 13, 2016

50. Marti

    By Marti, August 26, 2017
    • 7 replies
    • 1.5k views
    • 
    • My 2 cents
    • September 7, 2017