Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. cash balance... Roth?

   By AlbanyConsultant, January 16, 2025
   • 4 replies
   • 1.3k views
   • 
   • Bri
   • January 16, 2025

2. Cash Balance/Profit Sharing Testing Question

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

3. cash balance/psp

   By mark Scherer, May 10, 2022
   • 13 replies
   • 1.2k views
   • 
   • C. B. Zeller
   • May 16, 2022

4. 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

5. Cash Blance & First Year Deduction Limit

   By §#$%!, April 30, 2013
   • 2 replies
   • 1.2k views
   • 
   • FAPInJax
   • May 1, 2013

6. Cash Option Amendment

   By LIBOR, August 29, 2002
   • 15 replies
   • 2.1k views
   • 
   • ishi
   • September 3, 2002

7. Cash Out/Buy Back

   By Guest Powers, July 16, 2003
   • 1 reply
   • 1.3k views
   • 
   • AndyH
   • July 16, 2003

8. Cash Value Pension Plan or Benefit

   By Guest David Tedesco, September 20, 1999
   • 5 replies
   • 2.1k views
   • 
   • John A
   • September 29, 1999

9. Cash-Balance Client Profile

   By JAY21, December 3, 2004
   • 2 replies
   • 1k views
   • 
   • mbozek
   • December 6, 2004

10. Cash-Balance Formulas

    By JAY21, August 15, 2007
    • 12 replies
    • 2.2k views
    • 
    • ak2ary
    • October 10, 2007

11. Cash-Balance Funding

    By JAY21, March 7, 2008
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • March 12, 2008

12. Cash-Balance Plan

    By JAY21, November 29, 2010
    • 0 replies
    • 939 views
    • 
    • JAY21
    • November 29, 2010

13. Cash-Balance Plans

    By JAY21, November 22, 2013   

    • Interest = Actual Return
    • 1 reply
    • 1.1k views
    • 
    • Grendel77
    • November 23, 2013

14. Cash-Balance Plans

    By Guest RSNOW, May 8, 2003
    • 11 replies
    • 2.6k views
    • 
    • SoCalActuary
    • May 16, 2003

15. Cash-Balance Plans

    By Guest RSNOW, May 30, 2003
    • 0 replies
    • 954 views
    • 
    • Guest
    • May 30, 2003

16. Cash-Balance Proposed Regs

    By JAY21, February 14, 2011
    • 0 replies
    • 936 views
    • 
    • JAY21
    • February 14, 2011

17. Cash-Balance Stmt/415 Impact

    By JAY21, November 29, 2004
    • 3 replies
    • 1.4k views
    • 
    • JAY21
    • November 30, 2004

18. Cash-Balance Vesting Requirement

    By JAY21, December 14, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • April 13, 2007

19. Cash-out rules for DB plans with employee contributions

    By DTH, October 15, 2002
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • October 15, 2002

20. Catch-Up Contributions and the General Test

    By Guest mingblue, July 22, 2008
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2008

21. CB and 401(a)4 Testing

    By Dougsbpc, December 5, 2016   

    • CB
    • 0 replies
    • 704 views
    • 
    • Dougsbpc
    • December 5, 2016

22. CB Conversion Transition Benefit

    By Guest DORIGHT, February 7, 2008
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • February 16, 2008

23. CB credit for ex-employees?

    By Bri, February 3, 2021
    • 2 replies
    • 692 views
    • 
    • Bri
    • February 4, 2021

24. CB document related question

    By Jakyasar, December 23, 2022
    • 3 replies
    • 498 views
    • 
    • Hojo
    • December 27, 2022

25. CB First Year Funding Question

    By Lou S., April 8, 2016
    • 3 replies
    • 828 views
    • 
    • Lou S.
    • April 11, 2016

26. CB Freeze Amendment

    By JBones, April 22, 2011
    • 6 replies
    • 2.6k views
    • 
    • david rigby
    • April 28, 2011

27. CB interest crediting change

    By Bri, August 24, 2021
    • 2 replies
    • 3.3k views
    • 
    • CuseFan
    • August 25, 2021

28. CB Offset

    By Cloudy, September 13, 2016
    • 4 replies
    • 1.2k views
    • 
    • Cloudy
    • September 14, 2016

29. CB Plan - interest crediting upon termination

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

30. CB Plan Term & Variable Rate

    By Penman2006, August 6, 2009
    • 2 replies
    • 1.2k views
    • 
    • Effen
    • August 11, 2009

31. CB Plans - How many?

    By Guest Brian Walsh, April 12, 2001
    • 3 replies
    • 1.6k views
    • 
    • IRC401
    • April 23, 2001

32. CB Retro Payment of 17 years

    By JD54, February 5, 2021
    • 9 replies
    • 866 views
    • 
    • Effen
    • February 6, 2021

33. CB/DC Combo - Differing PS % in allocation groups

    By 401(k)athryn, April 4, 2017   

    • cash balance
    • profit sharing
    • (and 2 more)

      Tagged with:

      • cash balance
      • profit sharing
      • gateway
      • rate group
    • 7 replies
    • 1k views
    • 
    • 401(k)athryn
    • April 18, 2017

34. CB/PS combo testing

    By Penman2006, January 22, 2007
    • 2 replies
    • 1.3k views
    • 
    • Penman2006
    • January 22, 2007

35. CB/PS NC (retirement ages vary)

    By abanky, September 5, 2007
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • September 5, 2007

36. CBA and Restrictions When Plan Year and CBA Year Are Differnt

    By Guest merlin, April 24, 2008
    • 0 replies
    • 901 views
    • 
    • Guest
    • April 24, 2008

37. CBDB 415 limit calculation with distributions

    By Audrey, November 4, 2024
    • 4 replies
    • 781 views
    • 
    • Audrey
    • November 5, 2024

38. CBO Estimates

    By SoCalActuary, August 24, 2006
    • 21 replies
    • 3.2k views
    • 
    • SoCalActuary
    • August 28, 2006

39. CBP Comp Definition

    By Cloudy, January 20, 2015
    • 1 reply
    • 991 views
    • 
    • Effen
    • January 21, 2015

40. Central Laborers' Pension Fund v. Heinz

    By Everett Moreland, June 7, 2004
    • 3 replies
    • 1.9k views
    • 
    • Everett Moreland
    • June 11, 2004

41. Certain & Life benefit; change in beneficiary

    By roy819, May 23, 2019
    • 4 replies
    • 1.8k views
    • 
    • Fiona Miceli
    • July 9, 2019

42. Certification Blues -- The Innocent Die Young

    By Andy the Actuary, January 2, 2010
    • 5 replies
    • 1.2k views
    • 
    • chc93
    • January 5, 2010

43. Cessation of Operations ERISA 4062(e) situation

    By Guest VTM, September 16, 2005
    • 3 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • January 14, 2006

44. Change Benefit Election

    By Cloudy, January 28, 2014
    • 4 replies
    • 1.7k views
    • 
    • My 2 cents
    • January 29, 2014

45. Change benefit election after started receiving benefits

    By SSRRS, October 19, 2021
    • 2 replies
    • 586 views
    • 
    • AndyH
    • October 21, 2021

46. Change Benefit Election on Plan Termination

    By Dennis Povloski, June 10, 2019
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • June 11, 2019

47. Change from 2007 EOY to 2008 BOY val.

    By Guest GMP, September 29, 2009
    • 8 replies
    • 1.3k views
    • 
    • AndyH
    • October 2, 2009

48. Change from BOY val to EOY Val Date

    By JAY21, March 26, 2009
    • 0 replies
    • 1.2k views
    • 
    • JAY21
    • March 26, 2009

49. Change from Grouping to Seriatim - Funding Method Change?

    By ActBrit, April 2, 2020
    • 2 replies
    • 582 views
    • 
    • Mike Preston
    • April 19, 2020

50. Change from Multiple Employer to Multiemployer Plan?

    By Guest jac, March 14, 2013
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • March 15, 2013