Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Corrective Amendment and Top Heavy Minimum

   By Dougsbpc, September 9, 2014
   • 3 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • September 9, 2014

2. Corrective amendment to pass 401(a)(4)

   By Guest sueczer, September 29, 2006
   • 2 replies
   • 1.4k views
   • 
   • AndyH
   • September 29, 2006

3. Correlation between 11-g and AFTAP less than 60% - 401a26 issue

   By Jakyasar, February 8, 2023
   • 5 replies
   • 733 views
   • 
   • Calavera
   • February 10, 2023

4. cost method changes

   By Gary, April 8, 2011
   • 3 replies
   • 1.1k views
   • 
   • JAY21
   • April 11, 2011

5. Cost of Actuarial Services

   By Guest forum4, October 28, 2005
   • 1 reply
   • 1.5k views
   • 
   • Effen
   • October 28, 2005

6. Cost of insured death benefits in a DB plan.

   By Guest pension222, September 17, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 18, 2002

7. Cost of living on the annutiy purchase rate

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

8. Couldn't pass this one up

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

9. Court case on 417(e) calculations

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

10. coverage

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

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

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

12. Coverage (410(b)) Testing

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

13. Coverage for small plan

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

14. Coverage question

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

15. Coverage Test

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

16. Coverage Test

    By Guest David Venuti, November 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • ak2ary
    • November 7, 2008

17. Coverage Test - RPT or ABT

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

18. Coverage Testing

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

19. 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

20. Coverage Testing of Employee Choice

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

21. Coverage testing on defined benefit plan

    By Guest forum4, May 6, 2004
    • 9 replies
    • 4k views
    • 
    • Guest
    • May 25, 2004

22. Coverage/415 Limit

    By MGOAdmin, November 21, 2014   

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

23. covered comp and applicable mortality table

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

24. Covered Compensation for 2003

    By Guest Judy S, January 3, 2003
    • 7 replies
    • 2.3k views
    • 
    • MGB
    • January 8, 2003

25. Covered Compensation in a spreadsheet

    By Guest MarieH, June 22, 2012
    • 3 replies
    • 2.7k views
    • 
    • Tom Poje
    • June 22, 2012

26. Covered Compensation proration

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

27. Covered Employee

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

28. COVID-19 Withdrawal

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

29. CRD allowed in addition to RMD?

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

30. Create Amendment Base under FIL for 415 Changes?

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

31. Creating PFB

    By Guest Xerxes, March 11, 2011
    • 1 reply
    • 1.3k views
    • 
    • FAPInJax
    • March 11, 2011

32. Creative maximum deductions for 1 participant company/plan

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

33. Creative Unionizing-410b Exclusions

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

34. Credit balance / pre-funding balance

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

35. Credit Balance Adjusted by Investment Return

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

36. Credit Balance Elections and Timing

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

37. Credit Balance Issues

    By dmb, May 13, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 15, 2008

38. Credit Balance Timing

    By Guest snakeeyes, October 13, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 13, 2008

39. Credit Balance Waiver

    By david rigby, December 15, 2008
    • 7 replies
    • 2k views
    • 
    • SoCalActuary
    • December 18, 2008

40. Credit or offset due to overfunding?

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

41. Credited Service

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

42. Credited Service for 415 Purposes

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

43. 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

44. Crediting Extra Service in DB Plan

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

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

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

46. Crediting Service

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

47. Crediting service of rehired participants.

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

48. Critical Status Notice

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

49. cross tested cash balance assumptions

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

50. Cross Tested DB

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