Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cost of living on the annutiy purchase rate

   By Guest shronesz, July 16, 2003
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • July 17, 2003

2. Couldn't pass this one up

   By mwyatt, January 25, 2006
   • 2 replies
   • 1.3k views
   • 
   • GBurns
   • January 25, 2006

3. Court case on 417(e) calculations

   By davef, May 5, 1999
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • May 14, 1999

4. coverage

   By Gary, January 23, 2012
   • 11 replies
   • 1.7k views
   • 
   • frizzyguy
   • February 10, 2012

5. Coverage - Aggregation of 401(k), 401(m) and QNEC

   By Guest Rags, July 28, 2009
   • 5 replies
   • 3.3k views
   • 
   • Guest
   • July 28, 2009

6. Coverage (410(b)) Testing

   By LIBOR, January 13, 2003
   • 0 replies
   • 1.3k views
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   • LIBOR
   • January 13, 2003

7. Coverage for small plan

   By Gary, March 19, 2009
   • 5 replies
   • 1.1k views
   • 
   • rcline46
   • March 20, 2009

8. Coverage question

   By FAPInJax, July 19, 2005
   • 10 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • July 20, 2005

9. Coverage Test

   By Guest AKC, April 15, 2008
   • 3 replies
   • 1.1k views
   • 
   • SoCalActuary
   • April 17, 2008

10. Coverage Test

    By Guest David Venuti, November 5, 2008
    • 2 replies
    • 1.3k views
    • 
    • ak2ary
    • November 7, 2008

11. Coverage Test - RPT or ABT

    By emmetttrudy, April 20, 2012
    • 4 replies
    • 1.7k views
    • 
    • SoCalActuary
    • April 20, 2012

12. Coverage Testing

    By LIBOR, September 11, 2003
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 12, 2003

13. Coverage Testing Frozen Plan

    By Guest mcfeldman, November 11, 2013   

    • coverage
    • soft freeze
    • (and 1 more)

      Tagged with:

      • coverage
      • soft freeze
      • excludable employees
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 11, 2013

14. Coverage Testing of Employee Choice

    By AndyH, February 14, 2007
    • 0 replies
    • 1k views
    • 
    • AndyH
    • February 14, 2007

15. Coverage testing on defined benefit plan

    By Guest forum4, May 6, 2004
    • 9 replies
    • 3.9k views
    • 
    • Guest
    • May 25, 2004

16. Coverage/415 Limit

    By MGOAdmin, November 21, 2014   

    • Covereage
    • 415 limit
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • November 21, 2014

17. covered comp and applicable mortality table

    By Draper55, January 30, 2015
    • 6 replies
    • 1.4k views
    • 
    • My 2 cents
    • February 4, 2015

18. Covered Compensation for 2003

    By Guest Judy S, January 3, 2003
    • 7 replies
    • 2.2k views
    • 
    • MGB
    • January 8, 2003

19. Covered Compensation in a spreadsheet

    By Guest MarieH, June 22, 2012
    • 3 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 22, 2012

20. Covered Compensation proration

    By Guest bcggal, January 13, 2010
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 14, 2010

21. Covered Employee

    By Andy the Actuary, July 6, 2010
    • 5 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • July 7, 2010

22. COVID-19 Withdrawal

    By thepensionmaven, April 5, 2020
    • 3 replies
    • 886 views
    • 
    • digger
    • April 6, 2020

23. CRD allowed in addition to RMD?

    By David Peckham, August 10, 2020
    • 2 replies
    • 585 views
    • 
    • Mike Preston
    • August 10, 2020

24. Create Amendment Base under FIL for 415 Changes?

    By Guest billkalke, September 20, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 20, 2005

25. Creating PFB

    By Guest Xerxes, March 11, 2011
    • 1 reply
    • 1.2k views
    • 
    • FAPInJax
    • March 11, 2011

26. Creative maximum deductions for 1 participant company/plan

    By Gary, December 13, 2004
    • 12 replies
    • 1.5k views
    • 
    • AndyH
    • December 14, 2004

27. Creative Unionizing-410b Exclusions

    By JAY21, October 28, 2005
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 29, 2005

28. Credit balance / pre-funding balance

    By FAPInJax, April 14, 2008
    • 2 replies
    • 1.5k views
    • 
    • FAPInJax
    • April 15, 2008

29. Credit Balance Adjusted by Investment Return

    By Guest DCquestioner, March 12, 2009
    • 1 reply
    • 953 views
    • 
    • Andy the Actuary
    • March 12, 2009

30. Credit Balance Elections and Timing

    By Guest pm01, May 4, 2009
    • 5 replies
    • 1.9k views
    • 
    • dmb
    • May 5, 2009

31. Credit Balance Issues

    By dmb, May 13, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • May 15, 2008

32. Credit Balance Timing

    By Guest snakeeyes, October 13, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 13, 2008

33. Credit Balance Waiver

    By david rigby, December 15, 2008
    • 7 replies
    • 1.9k views
    • 
    • SoCalActuary
    • December 18, 2008

34. Credit or offset due to overfunding?

    By tuni88, March 8, 2010
    • 2 replies
    • 916 views
    • 
    • david rigby
    • March 8, 2010

35. Credited Service

    By Gary, May 3, 2007
    • 4 replies
    • 1.6k views
    • 
    • Gary
    • May 4, 2007

36. Credited Service for 415 Purposes

    By CuseFan, March 9, 2023
    • 4 replies
    • 900 views
    • 
    • AndyH
    • March 14, 2023

37. Crediting Benefit Service / Vesting Service Earned Prior to Plan Entry

    By 401 Chaos, September 13, 2010
    • 3 replies
    • 5.5k views
    • 
    • 401 Chaos
    • September 14, 2010

38. Crediting Extra Service in DB Plan

    By CuseFan, March 29, 2018
    • 2 replies
    • 718 views
    • 
    • Draper55
    • July 20, 2018

39. Crediting of Military Service in Non-Military DB Plan

    By Guest mwspaid, December 8, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 8, 2000

40. Crediting Service

    By Young Curmudgeon, April 11, 2008
    • 4 replies
    • 1.1k views
    • 
    • Effen
    • April 12, 2008

41. Crediting service of rehired participants.

    By traveler, January 16, 2001
    • 4 replies
    • 2.9k views
    • 
    • traveler
    • January 18, 2001

42. Critical Status Notice

    By carrots, February 15, 2011
    • 4 replies
    • 1k views
    • 
    • carrots
    • February 15, 2011

43. cross tested cash balance assumptions

    By abanky, February 28, 2008
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • February 28, 2008

44. Cross Tested DB

    By goldtpa, July 19, 2006
    • 13 replies
    • 2.6k views
    • 
    • Mike Preston
    • August 4, 2006

45. Cross Tested Hybrid 412(i) Plan

    By AndyH, March 18, 2004
    • 43 replies
    • 6.8k views
    • 
    • AndyH
    • April 30, 2004

46. Cross Testing - $1 PS vs $1 CB

    By carrots, June 16, 2011
    • 11 replies
    • 1.6k views
    • 
    • frizzyguy
    • June 22, 2011

47. Cross testing 412i

    By FAPInJax, August 20, 2004
    • 5 replies
    • 1.5k views
    • 
    • SoCalActuary
    • August 23, 2004

48. Cross Testing a Cash Balance Plan

    By mdmoose4, February 15, 2018
    • 7 replies
    • 1.9k views
    • 
    • Calavera
    • February 16, 2018

49. cross testing defined benefit plan with ESOP

    By YankeeFan, October 22, 2010
    • 0 replies
    • 1.1k views
    • 
    • YankeeFan
    • October 22, 2010

50. cross-tested db/dc combo,

    By Guest DOM, March 20, 2003
    • 7 replies
    • 2.6k views
    • 
    • Tom Poje
    • March 24, 2003