Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Code Section 436

   By ScottR, August 7, 2012
   • 5 replies
   • 2.5k views
   • 
   • Effen
   • August 9, 2012

2. COL percentage history for 415 dollar limit.

   By Guest WareJK, January 24, 1999
   • 2 replies
   • 2k views
   • 
   • david rigby
   • January 30, 1999

3. COLA & Lump Sum Calculation

   By alexa, July 3, 2006
   • 8 replies
   • 2.8k views
   • 
   • david rigby
   • July 5, 2006

4. COLA above current 415 $ Limit

   By David MacLennan, April 7, 2003
   • 2 replies
   • 1.3k views
   • 
   • Mike Preston
   • April 7, 2003

5. COLA Ends on Plan Termination?

   By John314, February 26, 2024   

   • cola
   • defined benefit
   • (and 1 more)

     Tagged with:

     • cola
     • defined benefit
     • plan termination
   • 7 replies
   • 1.5k views
   • 
   • AndyH
   • March 12, 2024

6. COLA on Comp Limit with a Lump Sum Distribution

   By Guest Julie Silverstein, June 30, 2000
   • 1 reply
   • 1.4k views
   • 
   • Gary
   • July 14, 2000

7. COLA or indexing benefits prior to benefit date

   By Guest Mike Luers, December 22, 1999
   • 8 replies
   • 1.6k views
   • 
   • richard
   • December 23, 1999

8. COLA with J&S

   By SSRRS, December 26, 2019
   • 3 replies
   • 771 views
   • 
   • SSRRS
   • December 31, 2019

9. COLAs

   By DTH, October 14, 2004
   • 8 replies
   • 3k views
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   • MGB
   • October 18, 2004

10. COLAs

    By jpod, July 18, 2013
    • 5 replies
    • 1.2k views
    • 
    • tymesup
    • July 23, 2013

11. COLAs in private sector defined benefit plans?

    By Susan L, October 9, 2020
    • 10 replies
    • 2.1k views
    • 
    • Susan L
    • October 13, 2020

12. Collectibles as Plan Investments

    By emmetttrudy, August 16, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 19, 2011

13. Collection of Overpaid Benefits

    By Guest AuditZ, October 3, 2005
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 3, 2005

14. Combined (DB & DC) plan limits for 1999

    By Guest DavidB, January 4, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 5, 2000

15. Combined 415 limit with less than 10 years of participation.

    By Guest Roman, January 26, 2000
    • 5 replies
    • 1.7k views
    • 
    • Chester
    • January 28, 2000

16. Combined 415 limits

    By nancy, December 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 24, 1999

17. Combined DB/DC & 404 Deduction

    By Guest cngriffin, March 10, 1999
    • 3 replies
    • 2k views
    • 
    • david rigby
    • March 12, 1999

18. Combined DB/DC Deductible contribution

    By retbenser, December 9, 2010
    • 2 replies
    • 1.4k views
    • 
    • retbenser
    • December 9, 2010

19. Combined DB/DC plan

    By Gary, July 23, 2008
    • 2 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • July 24, 2008

20. Combined DB/DC plan

    By scarabrad, December 28, 2012
    • 11 replies
    • 2.3k views
    • 
    • AndyH
    • January 2, 2013

21. Combined DB/DC, Safe Harbor,and Top Heavy

    By retbenser, November 19, 2010
    • 3 replies
    • 2.1k views
    • 
    • ScottR
    • December 1, 2010

22. Combined Deduction Limit

    By emmetttrudy, December 20, 2011
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • December 21, 2011

23. Combined Deduction Limit and Compensation Used

    By emmetttrudy, September 17, 2012
    • 1 reply
    • 863 views
    • 
    • SoCalActuary
    • September 17, 2012

24. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova, November 2, 2021
    • 7 replies
    • 843 views
    • 
    • SFlannery-Nova
    • November 16, 2021

25. Combined Gateway and DB Offset

    By emmetttrudy, August 6, 2013
    • 11 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 8, 2013

26. Combined Limits - Different Limitation Years

    By Guest Don N, December 20, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 20, 2000

27. Combined Plan - 404(a)(7) Deductibility Limit

    By Guest erepper, February 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • February 21, 2006

28. Combined plan deductible limit - floor/offset

    By tymesup, January 10, 2008
    • 1 reply
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 10, 2008

29. Combined Plan deduction limit

    By Guest ICannotDiscloseMyIdentity, March 14, 2011
    • 1 reply
    • 1.9k views
    • 
    • Andy the Actuary
    • March 15, 2011

30. combined plan deduction limit

    By Gary, April 21, 2011
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • April 21, 2011

31. Combined plan deduction limit

    By Gary, November 19, 2009
    • 3 replies
    • 3.6k views
    • 
    • emmetttrudy
    • November 19, 2009

32. Combined Plan Deduction Limit

    By perkinsran, February 10, 2020
    • 5 replies
    • 1.3k views
    • 
    • CuseFan
    • February 12, 2020

33. Combined Plan Deduction Limits

    By Gary, May 14, 2007
    • 6 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • May 15, 2007

34. Combined Plan Deduction Limits

    By dan.jock, January 12, 2017
    • 11 replies
    • 2.9k views
    • 
    • dan.jock
    • January 31, 2017

35. Combined Plan Limit

    By Pension RC, July 9, 2014
    • 3 replies
    • 1.1k views
    • 
    • Pension RC
    • July 9, 2014

36. Combined Plan Max & EGTRRA's New Excise Tax Rules

    By LIBOR, June 28, 2004
    • 8 replies
    • 2.8k views
    • 
    • Hokielady
    • February 5, 2013

37. Combined Plans - Cross Testing, Permitted Disparity

    By Gary, February 3, 2009
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 5, 2009

38. Combined Plans using PEO 401(k)

    By Guest pm01, December 28, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 28, 2005

39. Combined Top Heavy CB/DC - Gateway?

    By Dougsbpc, November 2, 2018
    • 0 replies
    • 657 views
    • 
    • Dougsbpc
    • November 2, 2018

40. combo cross test with different eligibility requirements in DC & DB plans

    By Audrey, October 17, 2024
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • October 22, 2024

41. combo db/dc deduction limit

    By Tom Poje, July 23, 2008
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2008

42. Combo DB/DC Plan

    By nancy, April 30, 2007
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2007

43. Combo Plan - Late PS Contribs for Testing

    By Cloudy, July 21, 2014
    • 0 replies
    • 700 views
    • 
    • Cloudy
    • July 21, 2014

44. combo plan nondiscrimination

    By Draper55, October 3, 2012
    • 2 replies
    • 759 views
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    • AndyH
    • October 3, 2012

45. Combo plan recordekeepers

    By Draper55, August 28, 2023
    • 1 reply
    • 535 views
    • 
    • justanotheradmin
    • August 28, 2023

46. Combo plans - testing+top heavy

    By Jakyasar, August 8, 2019
    • 7 replies
    • 3.4k views
    • 
    • Lou S.
    • April 9, 2024

47. Combo Plans Non Discrimination

    By Gary, September 28, 2010
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • September 28, 2010

48. Combo Profit Sharing & Cash Balance Plan Testing - Definition of Compensation

    By pixiebear, April 18, 2022
    • 8 replies
    • 1.8k views
    • 
    • Nate S
    • April 21, 2022

49. Coming out of Full Funding

    By Guest guppy, July 15, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • July 15, 2003

50. Commissions on Life Insurance

    By Effen, November 8, 2006
    • 4 replies
    • 1.7k views
    • 
    • SteveH
    • November 10, 2006