Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cash Balance Plans

   By Gary, May 6, 2008
   • 17 replies
   • 2.4k views
   • 
   • ak2ary
   • May 10, 2008

2. Cash Balance Plans

   By Gary, May 7, 2008
   • 4 replies
   • 2k views
   • 
   • Mike Preston
   • May 9, 2008

3. Cash Balance Plans

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

4. Cash Balance Plans - "Normal Retirement Age"

   By Guest TooMuchFreeTime, March 4, 2008
   • 9 replies
   • 2.1k views
   • 
   • Guest
   • March 13, 2008

5. Cash balance plans - 2008 distributions - market rate?

   By Guest Cher, June 6, 2008
   • 1 reply
   • 1.2k views
   • 
   • SoCalActuary
   • June 7, 2008

6. Cash Balance Plans - Fractional Rule

   By Mister Met, July 6, 2008
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • July 7, 2008

7. Cash Balance Plans - Whipsaw

   By Gary, December 20, 2004
   • 2 replies
   • 1.5k views
   • 
   • SoCalActuary
   • December 21, 2004

8. Cash Balance Plans & IBM

   By Guest juris301, May 18, 1999
   • 2 replies
   • 1.7k views
   • 
   • david rigby
   • May 19, 1999

9. cash balance plans & reversions

   By Guest MMBest, January 14, 1999
   • 6 replies
   • 2.8k views
   • 
   • richard
   • January 16, 1999

10. cash balance plans and AE

    By abanky, December 1, 2009
    • 4 replies
    • 1.1k views
    • 
    • FAPInJax
    • December 3, 2009

11. Cash Balance Plans and Retroactive Application of 401(a)(17)

    By Scott, September 27, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • September 27, 2002

12. Cash Balance Plans for Goverment Employers

    By Guest pjm, March 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • March 11, 2004

13. Cash Balance Plans RMDs and SOBs

    By Guest jpadavic, November 12, 2012
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • November 13, 2012

14. Cash Balance Plans with different levels of benefits and backloading issue.

    By Guest ymoore, May 27, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 27, 2005

15. Cash Balance Plans: Changing requirements

    By Guest Rachel Hamilton, March 9, 2010
    • 2 replies
    • 900 views
    • 
    • david rigby
    • March 9, 2010

16. Cash Balance Plans/EEOC

    By Guest pwh, March 8, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 2000

17. Cash Balance Projection Rate

    By nancy, May 17, 2010
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • May 18, 2010

18. Cash Balance Question

    By maryflemingphr@yahoo.com, December 17, 2021
    • 2 replies
    • 676 views
    • 
    • Draper55
    • December 23, 2021

19. Cash Balance question for Richard

    By Gary, June 16, 1999
    • 1 reply
    • 2k views
    • 
    • richard
    • June 21, 1999

20. Cash balance regs withdrawn

    By KJohnson, June 15, 2004
    • 1 reply
    • 1k views
    • 
    • MGB
    • June 15, 2004

21. Cash Balance Safe Harbor Interest Rates

    By Guest D.W., November 1, 2013
    • 4 replies
    • 2.3k views
    • 
    • My 2 cents
    • November 7, 2013

22. Cash Balance Sample Document

    By David MacLennan, April 15, 2003
    • 3 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • May 11, 2003

23. Cash Balance software recommendations

    By AndyH, June 22, 2007
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • July 2, 2007

24. Cash Balance Spin-off

    By Guest guppy, January 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 16, 2004

25. Cash Balance Suspension of Benefits, Actuarial Adjustment

    By Guest aciepluch, March 24, 2006
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 24, 2006

26. Cash Balance Takeover

    By nancy, March 24, 2010
    • 2 replies
    • 920 views
    • 
    • ak2ary
    • March 29, 2010

27. cash balance termination - client wants to restart plan

    By Scuba 401, December 3, 2019
    • 8 replies
    • 1.6k views
    • 
    • AndyH
    • December 6, 2019

28. Cash Balance Termination and Restart

    By AndyH, January 25, 2010
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • January 25, 2010

29. Cash Balance Terminations

    By Guest PGH.ERISA, June 16, 2008
    • 0 replies
    • 879 views
    • 
    • Guest
    • June 16, 2008

30. Cash Balance Testing

    By retbenser, December 29, 2010
    • 6 replies
    • 1.2k views
    • 
    • AndyH
    • December 29, 2010

31. Cash Balance to Roth IRA

    By Lou81, December 20, 2021   

    • roth ira
    • rollover
    • 2 replies
    • 1k views
    • 
    • Lou81
    • December 20, 2021

32. Cash Balance Top Heavy Plan

    By Gary, May 26, 1999
    • 4 replies
    • 1.7k views
    • 
    • Gary
    • May 29, 1999

33. Cash Balance Top-Heavy

    By stbennet, February 28, 2012
    • 2 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • February 29, 2012

34. cash balance transfer to 401(k)

    By Guest anne1, October 6, 2006
    • 5 replies
    • 2.6k views
    • 
    • SoCalActuary
    • October 6, 2006

35. Cash Balance Valuation Dates

    By AndyH, December 11, 2007
    • 18 replies
    • 2.6k views
    • 
    • AndyH
    • December 14, 2007

36. cash balance vesting

    By abanky, February 26, 2008
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 26, 2008

37. Cash Balance vs Defined Benefit

    By MGOAdmin, September 22, 2015   

    • CB
    • DB
    • 19 replies
    • 3.4k views
    • 
    • Effen
    • October 5, 2015

38. Cash balance whipsaw

    By Gary, October 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • October 26, 2001

39. cash balance with life insurance

    By B21, January 16, 2020
    • 23 replies
    • 3.5k views
    • 
    • C. B. Zeller
    • July 24, 2020

40. Cash balance with profit sharing

    By ombskid, January 16, 2009
    • 4 replies
    • 1.1k views
    • 
    • abanky
    • January 16, 2009

41. Cash Balance- 414(k)

    By Randy Watson, October 25, 2011
    • 1 reply
    • 3k views
    • 
    • mbozek
    • October 25, 2011

42. Cash Balance-BOY val?

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

43. Cash Balance-Gen Test-417(e)

    By JAY21, June 17, 2005
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • June 20, 2005

44. Cash Balance, EOY Val, MQCs, SB line 19c

    By carrots, August 12, 2010
    • 9 replies
    • 1.5k views
    • 
    • Mike Preston
    • August 19, 2010

45. Cash Balance: Maximum deduction after 10 years

    By retbenser, December 23, 2010
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • December 24, 2010

46. Cash Balance: Interest Credits

    By Randy Watson, July 28, 2009
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • July 28, 2009

47. cash balance... Roth?

    By AlbanyConsultant, January 16
    • 4 replies
    • 1.2k views
    • 
    • Bri
    • January 16

48. Cash Balance/Profit Sharing Testing Question

    By metsfan026, March 8, 2022
    • 10 replies
    • 1.6k views
    • 
    • Bri
    • March 11, 2022

49. cash balance/psp

    By mark Scherer, May 10, 2022
    • 13 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • May 16, 2022

50. Cash Basis Corp with a DB plan

    By John Feldt ERPA CPC QPA, November 12, 2013   

    • deduction timing
    • cash basis
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • November 12, 2013