Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. Solo DB Situation

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

2. Cash balance plan accrued benefit

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

3. increasing allocation formula in document

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

4. Accrued Benefit - After NRA

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

5. Discount rate reasonableness?

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

6. Cash Balance Pay Credit

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

7. 412(e)(3) and life insurance policies

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

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

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

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

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

10. Need Clarification on Benefit Formula

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

11. 415(b)(1)(B)

    By Andy the Actuary, December 10, 2012
    • 0 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • December 10, 2012

12. Beneficiary Scenario Question

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

13. Excluding NHCE from a DB Plan

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

14. Rollover From DC to DB Plan

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

15. Unisex actuarial equivalence assumptions.

    By Guest Dave Burns, January 24, 2001
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • November 28, 2012

16. Offset in a Cash Balance Plan

    By Guest RedsPredsVolsTitans, November 20, 2012
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • November 27, 2012

17. 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

18. Cash Balance Credit Formula

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

19. A Strange Result

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

20. Possible Affiliated Service Group

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

21. Cash Balance Plans RMDs and SOBs

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

22. Elections under MAP 21

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

23. MAP-21

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

24. Question about retro payments and rollovers

    By Guest RobBobBobby, November 5, 2012
    • 9 replies
    • 4k views
    • 
    • Guest
    • November 5, 2012

25. Suspension of Benefits Notice Not Provided

    By Guest jpadavic, October 30, 2012
    • 13 replies
    • 3.9k views
    • 
    • Effen
    • November 1, 2012

26. 415 limit - Cash Balance

    By Mister Met, August 29, 2012
    • 6 replies
    • 5.9k views
    • 
    • AndyH
    • November 1, 2012

27. DB Plan and 401(a)4 Testing

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

28. Govermental DB Plans

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

29. 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

30. Brain Cramp part 2: 436 restrictions

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

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

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

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

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

33. Multiple Employer Plans

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

34. Late retirement for vested terms

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

35. 415 Dollar Limit Increase

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

36. Election of Lump Sum after AFTAP increases

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

37. Mandatory rated ofr actuarial equivalence

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

38. DB/401k 415 limits

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

39. Schedule SB Certification/Maximum Deduction

    By Doghouse, September 28, 2012
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • October 11, 2012

40. Suspension of benefits

    By Belgarath, October 8, 2012
    • 5 replies
    • 3.7k views
    • 
    • AndyH
    • October 9, 2012

41. New Plan with initial short year and PPA

    By mwyatt, October 4, 2012
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • October 4, 2012

42. Attained age permitted for Sec. 415 limited lump sum?

    By Guest Dave Peckham, October 3, 2012
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • October 4, 2012

43. combo plan nondiscrimination

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

44. Is this Safe Harbor compliant?

    By Guest DBStudentAct, September 21, 2012
    • 8 replies
    • 1.2k views
    • 
    • AndyH
    • October 3, 2012

45. 417(e) Rates

    By JAY21, October 2, 2012
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • October 2, 2012

46. AFTAP for 12/31 Plan Year

    By nancy, October 1, 2012
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • October 1, 2012

47. Value of Insurance Contracts

    By AndyH, September 28, 2012
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • October 1, 2012

48. late retirement

    By Gary, September 28, 2012
    • 9 replies
    • 2.2k views
    • 
    • david rigby
    • September 28, 2012

49. sept 17 deposit

    By Gary, September 28, 2012
    • 2 replies
    • 971 views
    • 
    • Gary
    • September 28, 2012

50. excluding nhce

    By Draper55, September 27, 2012
    • 2 replies
    • 928 views
    • 
    • Mike Preston
    • September 28, 2012