Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cash Balance Plan amendments

   By AndyH, December 16, 2009
   • 2 replies
   • 1.2k views
   • 
   • AndyH
   • December 17, 2009

2. Cash Balance Plan and Cross Tested 401(k)

   By Guest mcw, August 31, 2010
   • 6 replies
   • 2.7k views
   • 
   • Tom Poje
   • September 1, 2010

3. cash balance plan and relius

   By HarleyBabe, March 12, 2010
   • 2 replies
   • 1k views
   • 
   • SoCalActuary
   • March 12, 2010

4. Cash Balance plan and SEP/solo401k

   By Guest rmse46, June 6, 2007
   • 12 replies
   • 3.6k views
   • 
   • Guest
   • October 30, 2007

5. Cash Balance plan annuity calculation question

   By AndyH, April 22, 2014
   • 2 replies
   • 1k views
   • 
   • John Feldt ERPA CPC QPA
   • April 25, 2014

6. cash balance plan calculation

   By Gary, July 7, 2011
   • 1 reply
   • 1k views
   • 
   • Guest
   • July 11, 2011

7. Cash Balance plan change in mortality table

   By AndrewM, June 3
   • 1 reply
   • 1.3k views
   • 
   • truphao
   • June 3

8. Cash Balance Plan Comp. Definition

   By zimbo, July 18, 2008
   • 1 reply
   • 1.3k views
   • 
   • Effen
   • July 18, 2008

9. Cash balance plan conversion - plan does not provide for lump sums pri

   By Gary, November 1, 1999
   • 3 replies
   • 1.5k views
   • 
   • Gary
   • November 9, 1999

10. Cash Balance Plan Conversion Assumptions

    By Gary, March 1, 1999
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • March 1, 1999

11. Cash Balance Plan Conversions Cause Illegal Age Discrimination?

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

12. cash balance plan design

    By Gary, June 24, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 11, 2011

13. Cash Balance Plan Design - 401h and Insurance

    By PensionPro, May 24, 2013
    • 5 replies
    • 3.7k views
    • 
    • shERPA
    • September 6, 2018

14. Cash Balance Plan Design - New Account for Rehired Participants?

    By Übernerd, October 24, 2012
    • 4 replies
    • 1.3k views
    • 
    • Übernerd
    • October 24, 2012

15. Cash Balance Plan Determination Letters

    By Guest Edward McElroy, January 28, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 29, 2002

16. Cash Balance Plan Distribution as it relates to 417(e)

    By Gary, July 24, 2000
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • July 24, 2000

17. Cash Balance Plan document requires a 78% of pay contribution

    By CharlesLeggette, August 20, 2014
    • 4 replies
    • 913 views
    • 
    • Effen
    • August 21, 2014

18. cash balance plan early retirement subsidy?

    By Guest RBeck, August 31, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary
    • September 11, 2000

19. Cash Balance Plan Eligibility + 401(a)(26) Question

    By NewBieHere, January 2
    • 6 replies
    • 1.2k views
    • 
    • NewBieHere
    • January 10

20. Cash Balance plan for S-corp

    By Guest philw, April 11, 2011
    • 3 replies
    • 4.4k views
    • 
    • Guest
    • April 11, 2011

21. Cash Balance Plan Funding and IRC 415

    By mwyatt, August 12, 2008
    • 16 replies
    • 3.7k views
    • 
    • tymesup
    • August 14, 2008

22. cash balance plan funding method

    By Guest mrsactuary, May 24, 2008
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 28, 2008

23. Cash Balance Plan is terminating - need to purchase 5 deferred annuities

    By truphao, November 17, 2022
    • 5 replies
    • 766 views
    • 
    • CuseFan
    • November 18, 2022

24. cash balance plan lump sums

    By Gary, October 27, 1999
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • October 27, 1999

25. Cash Balance Plan meaningful benefit

    By Guest elem, May 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 27, 2005

26. Cash Balance Plan Minimum Interest Crediting Rate

    By Guest aciepluch, March 14, 2008
    • 8 replies
    • 2.8k views
    • 
    • ak2ary
    • March 17, 2008

27. Cash Balance Plan on top of 401k w/ X-tested PS plan

    By dmb, February 26, 2002
    • 4 replies
    • 1.5k views
    • 
    • dmb
    • February 27, 2002

28. Cash balance plan optional forms

    By CLE Pension, February 19, 2021
    • 4 replies
    • 1.1k views
    • 
    • Effen
    • February 20, 2021

29. Cash Balance Plan Question

    By Dougsbpc, December 28, 2018
    • 2 replies
    • 942 views
    • 
    • C. B. Zeller
    • December 28, 2018

30. cash balance plan retirement age

    By Guest mrsactuary, February 18, 2008
    • 2 replies
    • 1.1k views
    • 
    • ak2ary
    • February 18, 2008

31. Cash Balance Plan RFP

    By Anes2006, January 8, 2016   

    • Cash Balance Plan RFP
    • 0 replies
    • 1.1k views
    • 
    • Anes2006
    • January 8, 2016

32. Cash Balance Plan RMD

    By HKSUN, June 4, 2020
    • 11 replies
    • 3.6k views
    • 
    • Mike Preston
    • June 5, 2020

33. Cash Balance Plan Term - Interest Crediting Rate

    By Hojo, October 18, 2013
    • 5 replies
    • 3.6k views
    • 
    • Hojo
    • October 18, 2013

34. Cash Balance plan term - PBGC covered

    By rcline46, March 18, 2013   

    • looking for traps and pitfall
    • 6 replies
    • 1.9k views
    • 
    • rcline46
    • April 1, 2013

35. Cash Balance Plan Termination

    By Just Me, April 13, 2004
    • 0 replies
    • 1.1k views
    • 
    • Just Me
    • April 13, 2004

36. Cash balance plan termination

    By Guest Ron Sevcik, September 17, 2008
    • 3 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 17, 2008

37. Cash balance plan termination and adoption of new one

    By cathyw, November 20, 2018
    • 14 replies
    • 3.2k views
    • 
    • Mike Preston
    • November 27, 2018

38. Cash Balance Plan termination; how to value participants' accounts for distribution purposes?

    By Guest penman, September 23, 2003
    • 5 replies
    • 1.7k views
    • 
    • IRC401
    • September 30, 2003

39. Cash Balance Plan Terminee Forms of Benefits for Distribution

    By Dougsbpc, August 11
    • 1 reply
    • 993 views
    • 
    • CuseFan
    • August 11

40. Cash Balance plan testing questions

    By AndyH, April 15, 2010
    • 4 replies
    • 1.4k views
    • 
    • Penman2006
    • April 15, 2010

41. Cash Balance Plan Uniformity Requirements

    By Guest HarveyC, March 14, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 15, 2002

42. Cash Balance plan vesting & IRC section 411(a)(4)(A)

    By AdKu, August 18, 2016   

    • cash balance plan vesting
    • irc section 411(a)(4)(a)
    • 16 replies
    • 2.1k views
    • 
    • Mike Preston
    • March 15, 2017

43. Cash Balance Plan Vesting Schedule

    By emmetttrudy, May 1, 2009
    • 2 replies
    • 1.8k views
    • 
    • D Syrett
    • May 2, 2009

44. Cash Balance Plan with 3% Safe Harbor 401k and X-tested PS plan.

    By dmb, October 20, 2003
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • October 21, 2003

45. Cash balance plan with owner/spouse as sole participants; must be 100% funded to take a distribution?

    By MGOAdmin, May 8, 2015   

    • Cash Balance
    • funding
    • (and 1 more)

      Tagged with:

      • Cash Balance
      • funding
      • distribution
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • May 13, 2015

46. cash balance plan with switch in group

    By Tom Poje, February 1, 2011
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • February 1, 2011

47. Cash Balance Plan with young owner

    By carrots, August 11, 2010
    • 7 replies
    • 1.7k views
    • 
    • My 2 cents
    • August 12, 2010

48. CASH BALANCE PLANS

    By Guest LOSTPENSION, September 2, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 5, 1999

49. cash balance Plans

    By mlp0816, February 26, 2010
    • 10 replies
    • 3.7k views
    • 
    • Effen
    • March 1, 2010

50. Cash Balance Plans

    By abanky, November 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003