Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Age for 415 calc

   By RLR, January 2, 2013
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • January 2, 2013

2. plan conversion

   By thepensionmaven, December 28, 2012
   • 4 replies
   • 1.4k views
   • 
   • frizzyguy
   • December 31, 2012

3. 415 Compensation Limit

   By Andy the Actuary, December 29, 2012
   • 1 reply
   • 2k views
   • 
   • Mike Preston
   • December 29, 2012

4. Splitting a DB Plan into 2 Plans

   By Mister Met, November 14, 2012
   • 4 replies
   • 1.8k views
   • 
   • frizzyguy
   • December 28, 2012

5. Reversal of prior credit balance election

   By dmb, December 20, 2012
   • 1 reply
   • 4k views
   • 
   • Effen
   • December 20, 2012

6. Does a DB plan make sense here?

   By Spencer, December 17, 2012
   • 14 replies
   • 2.2k views
   • 
   • Andy the Actuary
   • December 20, 2012

7. Solo DB Situation

   By frizzyguy, November 29, 2012
   • 5 replies
   • 2.5k views
   • 
   • shERPA
   • December 20, 2012

8. Cash balance plan accrued benefit

   By Belgarath, December 17, 2012
   • 2 replies
   • 1.3k views
   • 
   • SoCalActuary
   • December 17, 2012

9. increasing allocation formula in document

   By Scuba 401, December 13, 2012
   • 4 replies
   • 1.6k views
   • 
   • Scuba 401
   • December 17, 2012

10. Accrued Benefit - After NRA

    By Guest Heather_PA, December 11, 2012
    • 3 replies
    • 1.5k views
    • 
    • Hojo
    • December 14, 2012

11. Discount rate reasonableness?

    By Janice F, December 14, 2012
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • December 14, 2012

12. Cash Balance Pay Credit

    By Guest Heather_PA, December 13, 2012
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • December 13, 2012

13. 412(e)(3) and life insurance policies

    By DMcGovern, December 6, 2012
    • 5 replies
    • 1.7k views
    • 
    • frizzyguy
    • December 12, 2012

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

    By ac, December 11, 2012
    • 0 replies
    • 1.7k views
    • 
    • ac
    • December 11, 2012

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

    By TPApril, December 7, 2012
    • 4 replies
    • 1.6k views
    • 
    • Calavera
    • December 10, 2012

16. Need Clarification on Benefit Formula

    By Guest Heather_PA, December 10, 2012
    • 5 replies
    • 1.6k views
    • 
    • SoCalActuary
    • December 10, 2012

17. 415(b)(1)(B)

    By Andy the Actuary, December 10, 2012
    • 0 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • December 10, 2012

18. Beneficiary Scenario Question

    By Guest mmaggs, December 3, 2012
    • 3 replies
    • 1.8k views
    • 
    • masteff
    • December 3, 2012

19. Excluding NHCE from a DB Plan

    By emmetttrudy, November 27, 2012
    • 11 replies
    • 2.4k views
    • 
    • SoCalActuary
    • November 29, 2012

20. Rollover From DC to DB Plan

    By Guest DEK1, November 27, 2012
    • 5 replies
    • 2.5k views
    • 
    • SoCalActuary
    • November 29, 2012

21. Unisex actuarial equivalence assumptions.

    By Guest Dave Burns, January 24, 2001
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • November 28, 2012

22. Offset in a Cash Balance Plan

    By Guest RedsPredsVolsTitans, November 20, 2012
    • 4 replies
    • 2.5k views
    • 
    • AndyH
    • November 27, 2012

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

    By dmb, November 26, 2012
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • November 27, 2012

24. Cash Balance Credit Formula

    By emmetttrudy, November 16, 2012
    • 3 replies
    • 1.9k views
    • 
    • emmetttrudy
    • November 19, 2012

25. A Strange Result

    By Andy the Actuary, November 15, 2012
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • November 15, 2012

26. Possible Affiliated Service Group

    By JAY21, November 7, 2012
    • 3 replies
    • 1.6k views
    • 
    • Doghouse
    • November 14, 2012

27. Cash Balance Plans RMDs and SOBs

    By Guest jpadavic, November 12, 2012
    • 1 reply
    • 2.2k views
    • 
    • Mike Preston
    • November 13, 2012

28. Elections under MAP 21

    By Guest DBStudentAct, October 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • November 12, 2012

29. MAP-21

    By Belgarath, October 23, 2012
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • November 12, 2012

30. Question about retro payments and rollovers

    By Guest RobBobBobby, November 5, 2012
    • 9 replies
    • 4.6k views
    • 
    • Guest
    • November 5, 2012

31. Suspension of Benefits Notice Not Provided

    By Guest jpadavic, October 30, 2012
    • 13 replies
    • 4.5k views
    • 
    • Effen
    • November 1, 2012

32. 415 limit - Cash Balance

    By Mister Met, August 29, 2012
    • 6 replies
    • 6.4k views
    • 
    • AndyH
    • November 1, 2012

33. DB Plan and 401(a)4 Testing

    By Dougsbpc, October 31, 2012
    • 2 replies
    • 1.4k views
    • 
    • Hojo
    • October 31, 2012

34. Govermental DB Plans

    By Fisher, October 30, 2012
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • October 30, 2012

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

    By emmetttrudy, October 25, 2012
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • October 30, 2012

36. Brain Cramp part 2: 436 restrictions

    By Guest cbclark, October 25, 2012
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 26, 2012

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

    By Guest BCR, October 24, 2012
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • October 24, 2012

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

    By Übernerd, October 24, 2012
    • 4 replies
    • 1.7k views
    • 
    • Übernerd
    • October 24, 2012

39. Multiple Employer Plans

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

40. Late retirement for vested terms

    By AndyH, October 22, 2012
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • October 23, 2012

41. 415 Dollar Limit Increase

    By Dougsbpc, October 22, 2012
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • October 22, 2012

42. Election of Lump Sum after AFTAP increases

    By Pension RC, October 19, 2012
    • 2 replies
    • 1.2k views
    • 
    • Hojo
    • October 19, 2012

43. Mandatory rated ofr actuarial equivalence

    By ombskid, October 17, 2012
    • 6 replies
    • 1.3k views
    • 
    • ombskid
    • October 17, 2012

44. DB/401k 415 limits

    By pgold, October 17, 2012
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • October 17, 2012

45. Schedule SB Certification/Maximum Deduction

    By Doghouse, September 28, 2012
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • October 11, 2012

46. Suspension of benefits

    By Belgarath, October 8, 2012
    • 5 replies
    • 4.1k views
    • 
    • AndyH
    • October 9, 2012

47. New Plan with initial short year and PPA

    By mwyatt, October 4, 2012
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • October 4, 2012

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

    By Guest Dave Peckham, October 3, 2012
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • October 4, 2012

49. combo plan nondiscrimination

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

50. Is this Safe Harbor compliant?

    By Guest DBStudentAct, September 21, 2012
    • 8 replies
    • 1.6k views
    • 
    • AndyH
    • October 3, 2012