Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. One day plan funding

   By SoCalActuary, January 4, 2013
   • 4 replies
   • 1.5k views
   • 
   • Andy the Actuary
   • August 30, 2013

2. 415 Dollar Limit Increase

   By Dougsbpc, January 4, 2013
   • 1 reply
   • 1.1k views
   • 
   • Andy the Actuary
   • January 4, 2013

3. Cash Balance Plan - No Suspension of Benefits Notices Provided

   By Guest jpadavic, January 2, 2013
   • 1 reply
   • 1.3k views
   • 
   • SoCalActuary
   • January 3, 2013

4. DB Required Minimum's

   By austin3515, January 2, 2013
   • 4 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • January 2, 2013

5. Age for 415 calc

   By RLR, January 2, 2013
   • 1 reply
   • 942 views
   • 
   • david rigby
   • January 2, 2013

6. 415 Compensation Limit

   By Andy the Actuary, December 29, 2012
   • 1 reply
   • 1.8k views
   • 
   • Mike Preston
   • December 29, 2012

7. plan conversion

   By thepensionmaven, December 28, 2012
   • 4 replies
   • 1.1k views
   • 
   • frizzyguy
   • December 31, 2012

8. Combined DB/DC plan

   By scarabrad, December 28, 2012
   • 11 replies
   • 2.4k views
   • 
   • AndyH
   • January 2, 2013

9. MAP-21 Interest Rates For 2013

   By Andy the Actuary, December 20, 2012
   • 25 replies
   • 6k views
   • 
   • Andy the Actuary
   • February 19, 2013

10. Reversal of prior credit balance election

    By dmb, December 20, 2012
    • 1 reply
    • 3.8k views
    • 
    • Effen
    • December 20, 2012

11. Does a DB plan make sense here?

    By Spencer, December 17, 2012
    • 14 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • December 20, 2012

12. Cash balance plan accrued benefit

    By Belgarath, December 17, 2012
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • December 17, 2012

13. Discount rate reasonableness?

    By Janice F, December 14, 2012
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 14, 2012

14. Cash Balance Pay Credit

    By Guest Heather_PA, December 13, 2012
    • 5 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 13, 2012

15. increasing allocation formula in document

    By Scuba 401, December 13, 2012
    • 4 replies
    • 1.3k views
    • 
    • Scuba 401
    • December 17, 2012

16. Accrued Benefit - After NRA

    By Guest Heather_PA, December 11, 2012
    • 3 replies
    • 1.3k views
    • 
    • Hojo
    • December 14, 2012

17. Frozen DB Plan and 401(a)(26) Testing

    By ac, December 11, 2012
    • 0 replies
    • 1.6k views
    • 
    • ac
    • December 11, 2012

18. 415(b)(1)(B)

    By Andy the Actuary, December 10, 2012
    • 0 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • December 10, 2012

19. Need Clarification on Benefit Formula

    By Guest Heather_PA, December 10, 2012
    • 5 replies
    • 1.2k views
    • 
    • SoCalActuary
    • December 10, 2012

20. effect of 12/31 on fiscal year for startup plan

    By TPApril, December 7, 2012
    • 4 replies
    • 1.3k views
    • 
    • Calavera
    • December 10, 2012

21. 412(e)(3) and life insurance policies

    By DMcGovern, December 6, 2012
    • 5 replies
    • 1.4k views
    • 
    • frizzyguy
    • December 12, 2012

22. Beneficiary Scenario Question

    By Guest mmaggs, December 3, 2012
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • December 3, 2012

23. Solo DB Situation

    By frizzyguy, November 29, 2012
    • 5 replies
    • 2.2k views
    • 
    • shERPA
    • December 20, 2012

24. Rollover From DC to DB Plan

    By Guest DEK1, November 27, 2012
    • 5 replies
    • 2.1k views
    • 
    • SoCalActuary
    • November 29, 2012

25. Excluding NHCE from a DB Plan

    By emmetttrudy, November 27, 2012
    • 11 replies
    • 2k views
    • 
    • SoCalActuary
    • November 29, 2012

26. Reversing election to reduce credit balances due to MAP-21

    By dmb, November 26, 2012
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • November 27, 2012

27. Offset in a Cash Balance Plan

    By Guest RedsPredsVolsTitans, November 20, 2012
    • 4 replies
    • 2.2k views
    • 
    • AndyH
    • November 27, 2012

28. Cash Balance Credit Formula

    By emmetttrudy, November 16, 2012
    • 3 replies
    • 1.5k views
    • 
    • emmetttrudy
    • November 19, 2012

29. A Strange Result

    By Andy the Actuary, November 15, 2012
    • 2 replies
    • 983 views
    • 
    • Andy the Actuary
    • November 15, 2012

30. Splitting a DB Plan into 2 Plans

    By Mister Met, November 14, 2012
    • 4 replies
    • 1.5k views
    • 
    • frizzyguy
    • December 28, 2012

31. Cash Balance Plans RMDs and SOBs

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

32. Possible Affiliated Service Group

    By JAY21, November 7, 2012
    • 3 replies
    • 1.3k views
    • 
    • Doghouse
    • November 14, 2012

33. Question about retro payments and rollovers

    By Guest RobBobBobby, November 5, 2012
    • 9 replies
    • 4.1k views
    • 
    • Guest
    • November 5, 2012

34. DB Plan and 401(a)4 Testing

    By Dougsbpc, October 31, 2012
    • 2 replies
    • 1.1k views
    • 
    • Hojo
    • October 31, 2012

35. Suspension of Benefits Notice Not Provided

    By Guest jpadavic, October 30, 2012
    • 13 replies
    • 4k views
    • 
    • Effen
    • November 1, 2012

36. Govermental DB Plans

    By Fisher, October 30, 2012
    • 3 replies
    • 868 views
    • 
    • Effen
    • October 30, 2012

37. Terminate a CB Plan and Set Up Another One Right Away

    By emmetttrudy, October 25, 2012
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • October 30, 2012

38. Brain Cramp part 2: 436 restrictions

    By Guest cbclark, October 25, 2012
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • October 26, 2012

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

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

40. Multiple Employer Plans

    By Guest Patrick Foley, October 24, 2012
    • 0 replies
    • 823 views
    • 
    • Guest
    • October 24, 2012

41. Ineffective Amendment due to Sec 436; Anti-Cutback

    By Guest BCR, October 24, 2012
    • 3 replies
    • 906 views
    • 
    • Guest
    • October 24, 2012

42. MAP-21

    By Belgarath, October 23, 2012
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • November 12, 2012

43. Late retirement for vested terms

    By AndyH, October 22, 2012
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • October 23, 2012

44. Elections under MAP 21

    By Guest DBStudentAct, October 22, 2012
    • 1 reply
    • 955 views
    • 
    • Mike Preston
    • November 12, 2012

45. 415 Dollar Limit Increase

    By Dougsbpc, October 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • October 22, 2012

46. Election of Lump Sum after AFTAP increases

    By Pension RC, October 19, 2012
    • 2 replies
    • 1k views
    • 
    • Hojo
    • October 19, 2012

47. Mandatory rated ofr actuarial equivalence

    By ombskid, October 17, 2012
    • 6 replies
    • 1.1k views
    • 
    • ombskid
    • October 17, 2012

48. DB/401k 415 limits

    By pgold, October 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 17, 2012

49. 110% Test - Restricted Employee

    By emmetttrudy, October 9, 2012
    • 14 replies
    • 5.7k views
    • 
    • My 2 cents
    • March 26, 2015

50. Suspension of benefits

    By Belgarath, October 8, 2012
    • 5 replies
    • 3.8k views
    • 
    • AndyH
    • October 9, 2012