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Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

  1. Separate 415 Limits?

    By Cloudy,
    • 2 replies
    • 1.6k views

  2. 408b2 - mutual fund investments in DB, CB plans

    By CLE401kGuy,
    • 3 replies
    • 1.9k views

  3. Violation of SH mid-year change rules? Adding a 2013 DB plan, DC SH already in place

    By justanotheradmin,   
    • 4 replies
    • 2.1k views

  4. Non-discrimination Participation Test

    By Pension RC,
    • 3 replies
    • 1.6k views

  5. Retroactive Annuity Starting Date Interest

    By Mister Met,
    • 4 replies
    • 5.6k views

  6. Top Heavy Benefit after Freeze

    By Pension RC,
    • 5 replies
    • 2.2k views

  7. 2 sole props are a common control group - deductions?

    By Belgarath,
    • 0 replies
    • 2k views

  8. PPA/436 amendment signed in 2009. Need to sign another one?

    By katieinny,
    • 1 reply
    • 1.3k views

  9. Cash Balance Plan - BOY valuation normal cost

    By Hojo,
    • 3 replies
    • 3k views

  10. Cash-Balance Plans

    By JAY21,   
    • 1 reply
    • 1.4k views

  11. 415 and Multiple Annuity Starting Dates

    By AndyH,
    • 8 replies
    • 4.1k views

  12. When to increase monthly benefit?

    By shERPA,   
    • 7 replies
    • 1.9k views

  13. Terminated DB plan - effect on 415

    By Belgarath,
    • 5 replies
    • 1.8k views

  14. Determination Letter User Fee Exemption?

    By justanotheradmin,   
    • 0 replies
    • 2k views

  15. The maximum amount of compensation taken into account for plan purposes

    By scarabrad,
    • 14 replies
    • 3.4k views

  16. MAP-21 Stabilization Interest Rates

    By Andy the Actuary,
    • 3 replies
    • 2k views

  17. Cash Basis Corp with a DB plan

    By John Feldt ERPA CPC QPA,   
    • 1 reply
    • 1.6k views

  18. Estimating individual annual cost in pension plan

    By TPApril,
    • 2 replies
    • 1.5k views

  19. Actuarial Assumptions and Post-Retirement Age Increases

    By mal,
    • 2 replies
    • 2.3k views

  20. Coverage Testing Frozen Plan

    By Guest mcfeldman,   
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  21. Spouse Waiver - Spouse out of Country

    By Hojo,
    • 4 replies
    • 1.8k views

  22. 415 Lump Sum Basic

    By retbenser,
    • 6 replies
    • 2.3k views

  23. MRD from defined benefit plan

    By Pension RC,
    • 4 replies
    • 2.7k views

  24. Cash Balance Safe Harbor Interest Rates

    By Guest D.W.,
    • 4 replies
    • 2.7k views

  25. pbgc substantial owner question

    By k man,
    • 7 replies
    • 3.3k views

  26. Am I reading the 415(b) regs correctly

    By Belgarath,
    • 4 replies
    • 1.9k views

  27. Frozen Traditional Benefit in Cash Balance Plan - Need to Count Comp from Later Years?

    By Übernerd,   
    • 2 replies
    • 1.8k views

  28. Earning a Future Benefit after Being Paid the 415 Lump Sum Limit

    By Pension RC,   
    • 5 replies
    • 2k views

  29. Disqualified Plan, Not-For-Profit

    By Rball4,
    • 3 replies
    • 2.2k views

  30. 415 lump sum and colas on comp limit

    By Draper55,
    • 1 reply
    • 1.1k views

  31. PBGC Plan Term - Impact of Plan Term Being Revoked

    By JAY21,
    • 2 replies
    • 1.4k views

  32. Cash Balance Plan Term - Interest Crediting Rate

    By Hojo,
    • 5 replies
    • 5.1k views

  33. Plan Termination - Annuity Purchases

    By JAY21,   
    • 8 replies
    • 8k views

  34. September 2013 30-year TSR rate and September 2013 Minimum Present Value Segment Rates under IRC 417(e)(3)(D)

    By gle318612,   
    • 2 replies
    • 2.6k views

  35. Contribution date

    By retbenser,
    • 14 replies
    • 3.6k views

  36. Is Contribution ever deductible?

    By Dougsbpc,
    • 7 replies
    • 1.9k views

  37. plan conversion

    By thepensionmaven,
    • 1 reply
    • 1.4k views

  38. Frozen DB Plan - early retirement window

    By Guest ERISAk,
    • 11 replies
    • 3.7k views

  39. Negative PV of S/F Installments

    By Guest raintrain19,
    • 20 replies
    • 4.4k views
    • Guest
    • Guest

  40. Frozen Cash Balance?

    By justanotheradmin,   
    • 5 replies
    • 2.7k views

  41. Earned Income

    By nancy,
    • 4 replies
    • 1.7k views

  42. Effective Interest Rate

    By Pension RC,
    • 12 replies
    • 5.9k views

  43. What to do about DB plans? A Not-for-Profit Corp is acquiring 2 other Not-For-Profit facilities, one is a County facility.

    By katieinny,   
    • 4 replies
    • 1.4k views

  44. Life Expectancy on DB RMDs

    By Young Curmudgeon,
    • 7 replies
    • 2.1k views

  45. DB plan distribution miscalculation

    By pcbenefits007,
    • 1 reply
    • 1.3k views

  46. Another contribution due date question

    By AndyH,
    • 8 replies
    • 4.4k views

  47. Highest Age to Start DB Plan

    By Pension RC,
    • 7 replies
    • 1.8k views

  48. Assumed Retirement Age for participant beyond NRA

    By dmb,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  49. Two wives...one retirement benefit

    By mal,   
    • 7 replies
    • 4.3k views
    • MoJo
    • MoJo

  50. Funding for a Single Life Annuity

    By Pension RC,
    • 7 replies
    • 3.1k views
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