Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cross-Tested PS w/ DB plan

   By dmb, June 28, 2001
   • 0 replies
   • 1.3k views
   • 
   • dmb
   • June 28, 2001

2. Cross-testing with a 401(k)

   By justanotheradmin, February 21, 2019
   • 3 replies
   • 1.5k views
   • 
   • justanotheradmin
   • February 22, 2019

3. CRT as beneficiary of DB plan

   By Guest Matt Tuttle, October 27, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • October 27, 2000

4. Current 415 Maximum as Relating to Lump Sums

   By LIBOR, August 1, 2005
   • 1 reply
   • 1.4k views
   • 
   • Gary
   • August 3, 2005

5. current comp required for cash balance allocation?

   By gregburst, March 2, 2016
   • 7 replies
   • 1.3k views
   • 
   • AndyH
   • March 3, 2016

6. Current Liability

   By dmb, March 6, 2006
   • 2 replies
   • 1.2k views
   • 
   • AndyH
   • March 7, 2006

7. Current Liability and 415

   By AndyH, April 6, 2005
   • 3 replies
   • 1.2k views
   • 
   • AndyH
   • April 6, 2005

8. Current Liability and Cash Balance Plans

   By Guest meggie, January 17, 2003
   • 0 replies
   • 955 views
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   • Guest
   • January 17, 2003

9. Current Liability calculation requirements

   By Guest Marino13, June 24, 2005
   • 1 reply
   • 1.1k views
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   • Blinky the 3-eyed Fish
   • June 24, 2005

10. Current Liability Interest Rates

    By Guest lerieleech, October 11, 2005
    • 5 replies
    • 2.4k views
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    • Guest
    • October 12, 2005

11. Current Liability Interest Rates

    By Guest david traverso, June 13, 2000
    • 1 reply
    • 1.6k views
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    • Guest
    • June 26, 2000

12. Current Liability range

    By david rigby, February 4, 2004
    • 1 reply
    • 914 views
    • 
    • Mike Preston
    • February 5, 2004

13. Current Timing for DL on Termination

    By Guest bobolink, October 14, 2010
    • 8 replies
    • 1.4k views
    • 
    • Dougsbpc
    • October 18, 2010

14. Current Trends in Retirement Plans

    By Gary, December 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • December 20, 2001

15. Current Year Compensation

    By Pension RC, October 22, 2014
    • 2 replies
    • 808 views
    • 
    • Mike Preston
    • October 23, 2014

16. Currently with a solo-401k; does it make sense to add cash balance plan?

    By xilex, May 5, 2018   

    • 401k
    • cash balance plan
    • 19 replies
    • 5.7k views
    • 
    • Bob the Swimmer
    • May 17, 2018

17. Currently with a solo-401k; does it make sense to add cash balance plan? Take two

    By Mike Preston, May 11, 2018   

    • cash balance
    • traditional db
    • 7 replies
    • 908 views
    • 
    • SoCalActuary
    • May 14, 2018

18. Curtailment

    By Mister Met, January 6, 2012
    • 1 reply
    • 1.6k views
    • 
    • quinnfield
    • January 6, 2012

19. Curtailment Under FAS 158

    By Guest merlin, April 22, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 23, 2008

20. Curtailment under FAS 88

    By Guest stunner, January 25, 2006
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • January 26, 2006

21. cushion amount

    By Gary, March 8, 2011
    • 2 replies
    • 2.4k views
    • 
    • tymesup
    • March 16, 2015

22. Cushion amount

    By Guest skc, February 10, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 10, 2007

23. cushion amount

    By Gary, July 29, 2011
    • 1 reply
    • 1.1k views
    • 
    • FAPInJax
    • August 1, 2011

24. cushion amount - technical corrections

    By chc93, June 20, 2008
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • June 20, 2008

25. Cushion calculation due to increase in benefits to HCE's

    By Dinosaur, December 7, 2022
    • 3 replies
    • 1.3k views
    • 
    • Dinosaur
    • December 9, 2022

26. CUSIP #

    By Belgarath, November 20, 2007
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • November 20, 2007

27. Cutbacks 411(d) - COLA and ASDs

    By Guest Eris@rab, September 18, 2008
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 18, 2008

28. Cycle 3 Update for terminating DB Plan

    By Barbara, June 22, 2023
    • 2 replies
    • 893 views
    • 
    • pensionreview
    • June 26, 2023

29. Dang Acronyms - need a little help with ITO

    By 2muchstress, April 5, 2005
    • 2 replies
    • 1.1k views
    • 
    • 2muchstress
    • April 5, 2005

30. Data for Non Discrimination Testing, Distributions

    By Gary, April 23, 2009
    • 0 replies
    • 1.2k views
    • 
    • Gary
    • April 23, 2009

31. Datair

    By Andy the Actuary, January 27, 2009
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • January 27, 2009

32. Datair DB Valuation Help

    By emmetttrudy, May 15, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • May 18, 2009

33. Datair Question

    By Guest guppy, August 13, 2003
    • 7 replies
    • 1.6k views
    • 
    • David
    • August 14, 2003

34. Datair Question

    By Andy the Actuary, February 3, 2009
    • 5 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • February 3, 2009

35. Date of Birth Specific Actuarial Equiv Factors

    By Guest pension222, June 6, 2004
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • June 8, 2004

36. Date of Entry after a Plan Freeze

    By Guest raintrain19, August 5, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 6, 2011

37. Dates for notices of plan termination

    By drakecohen, December 29, 2022
    • 2 replies
    • 933 views
    • 
    • TheBoxMan
    • January 16, 2023

38. Davis Bacon Prevailing Wage Benefits in a DB Plan?

    By Guest cascigm, October 13, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 13, 2003

39. DB (Schedule C income) and DC plan participation

    By Guest MTransue, July 14, 2004
    • 16 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2004

40. DB / Simple 401(k) Plan

    By Guest elang, October 13, 2011
    • 4 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 14, 2011

41. DB & 401(k) Plan

    By pbarrett, July 24, 2003
    • 8 replies
    • 1.9k views
    • 
    • pbarrett
    • July 25, 2003

42. DB & PS Combo

    By dmb, July 30, 2003
    • 4 replies
    • 1.1k views
    • 
    • WDIK
    • July 30, 2003

43. DB 415 limit for muliple plans of same employer

    By Guest eeben, July 19, 2004
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 20, 2004

44. DB 415 Limit question

    By fiona1, June 9, 2005
    • 5 replies
    • 2k views
    • 
    • wmyer
    • June 10, 2005

45. DB 70.5 Minimum Distributions - 2006

    By zimbo, July 21, 2006
    • 0 replies
    • 1.2k views
    • 
    • zimbo
    • July 21, 2006

46. DB accountant's report rules

    By AndyH, August 27, 2003
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • August 28, 2003

47. db accrual contingent on 403(b) deferral.Can you do this?

    By Effen, December 30, 2003
    • 0 replies
    • 988 views
    • 
    • Effen
    • December 30, 2003

48. DB Admin software

    By R. Butler, July 22, 2005
    • 19 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2005

49. DB and 403(b) aggregation for 401(b) testing

    By dmb, September 20, 2010
    • 7 replies
    • 2.2k views
    • 
    • AndyH
    • September 21, 2010

50. DB and 403(b) plans

    By Guest BarryK, August 2, 2004
    • 0 replies
    • 873 views
    • 
    • Guest
    • August 2, 2004