Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Cross Tested Hybrid 412(i) Plan

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

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

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

3. Cross testing 412i

   By FAPInJax, August 20, 2004
   • 5 replies
   • 1.6k views
   • 
   • SoCalActuary
   • August 23, 2004

4. Cross Testing a Cash Balance Plan

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

5. cross testing defined benefit plan with ESOP

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

6. cross-tested db/dc combo,

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

7. Cross-Tested PS w/ DB plan

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

8. Cross-testing with a 401(k)

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

9. CRT as beneficiary of DB plan

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

10. Current 415 Maximum as Relating to Lump Sums

    By LIBOR, August 1, 2005
    • 1 reply
    • 1.5k views
    • 
    • Gary
    • August 3, 2005

11. current comp required for cash balance allocation?

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

12. Current Liability

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

13. Current Liability and 415

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

14. Current Liability and Cash Balance Plans

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

15. Current Liability calculation requirements

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

16. Current Liability Interest Rates

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

17. Current Liability Interest Rates

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

18. Current Liability range

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

19. Current Timing for DL on Termination

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

20. Current Trends in Retirement Plans

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

21. Current Year Compensation

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

22. 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
    • 6.2k views
    • 
    • Bob the Swimmer
    • May 17, 2018

23. 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
    • 953 views
    • 
    • SoCalActuary
    • May 14, 2018

24. Curtailment

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

25. Curtailment Under FAS 158

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

26. Curtailment under FAS 88

    By Guest stunner, January 25, 2006
    • 5 replies
    • 3.7k views
    • 
    • Guest
    • January 26, 2006

27. cushion amount

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

28. Cushion amount

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

29. cushion amount

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

30. cushion amount - technical corrections

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

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

    By Dinosaur, December 7, 2022
    • 3 replies
    • 1.4k views
    • 
    • Dinosaur
    • December 9, 2022

32. CUSIP #

    By Belgarath, November 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • November 20, 2007

33. Cutbacks 411(d) - COLA and ASDs

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

34. Cycle 3 Update for terminating DB Plan

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

35. Dang Acronyms - need a little help with ITO

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

36. Data for Non Discrimination Testing, Distributions

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

37. Datair

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

38. Datair DB Valuation Help

    By emmetttrudy, May 15, 2009
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • May 18, 2009

39. Datair Question

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

40. Datair Question

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

41. Date of Birth Specific Actuarial Equiv Factors

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

42. Date of Entry after a Plan Freeze

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

43. Dates for notices of plan termination

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

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

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

45. 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

46. DB / Simple 401(k) Plan

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

47. DB & 401(k) Plan

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

48. DB & PS Combo

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

49. DB 415 limit for muliple plans of same employer

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

50. DB 415 Limit question

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