Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. DB Plans, Retroactive Annuity Starting Date

   By Guest aciepluch, December 21, 2004
   • 1 reply
   • 1.4k views
   • 
   • SoCalActuary
   • December 22, 2004

2. DB Post Retirement Health Benefits

   By JAY21, September 15, 2006
   • 4 replies
   • 1.3k views
   • 
   • Don Levit
   • September 15, 2006

3. DB question from a DC person..

   By Guest stevena1, September 4, 2008
   • 19 replies
   • 2.6k views
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   • GBurns
   • September 7, 2008

4. DB required contribution exceeds S-Corp Income

   By Guest TracyAndrews, February 7, 2001
   • 7 replies
   • 6.4k views
   • 
   • Guest
   • September 12, 2006

5. DB Required Minimum Distribution Timing When Terminating Plan

   By Manatee, December 20, 2017   

   • db
   • rmd
   • (and 1 more)

     Tagged with:

     • db
     • rmd
     • plan termination
   • 7 replies
   • 2.1k views
   • 
   • Manatee
   • January 2, 2018

6. DB Required Minimum's

   By austin3515, January 2, 2013
   • 4 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • January 2, 2013

7. DB Restatement deadline

   By k man, March 16, 2020
   • 16 replies
   • 1.7k views
   • 
   • figure 8
   • March 27, 2020

8. DB restatements

   By JAY21, August 17, 2009
   • 3 replies
   • 1.3k views
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   • JAY21
   • August 21, 2009

9. DB Restatements

   By Belgarath, August 7, 2019
   • 1 reply
   • 612 views
   • 
   • CuseFan
   • August 8, 2019

10. DB restatements

    By Guest Nini, May 19, 2006
    • 1 reply
    • 1.3k views
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    • Belgarath
    • May 19, 2006

11. Db Rfp

    By Guest Mike Lanio, March 26, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2003

12. DB RFP Template Needed

    By Guest NJ-Center of the Universe, March 24, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 24, 2009

13. DB RMD - when is it due?

    By Jakyasar, November 22, 2022
    • 8 replies
    • 1.3k views
    • 
    • Jakyasar
    • November 23, 2022

14. DB RMD related

    By Jakyasar, January 22, 2023
    • 12 replies
    • 1.7k views
    • 
    • Lou S.
    • January 25, 2023

15. DB RMDs and Vesting

    By figure 8, January 22, 2019
    • 9 replies
    • 1.9k views
    • 
    • figure 8
    • January 24, 2019

16. DB Rollover Account

    By abanky, March 21, 2007
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • March 21, 2007

17. DB still covered under Title IV?

    By Young Curmudgeon, February 14, 2014
    • 7 replies
    • 1.6k views
    • 
    • chc93
    • February 19, 2014

18. DB Sub Owner Waiver - New IRS Guidance

    By mwyatt, October 11, 2005
    • 10 replies
    • 2.3k views
    • 
    • AndyH
    • October 14, 2005

19. DB surviving spouse annuity - help!

    By Guest cngriffin, April 27, 1999
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • April 30, 1999

20. DB takeover problems

    By C2C, September 8, 2005
    • 3 replies
    • 1.7k views
    • 
    • C2C
    • September 9, 2005

21. DB Term - 1 Man Timing

    By Lou S., November 18, 2020
    • 1 reply
    • 872 views
    • 
    • CuseFan
    • November 18, 2020

22. DB Termination

    By goldtpa, October 13, 2006
    • 4 replies
    • 1.6k views
    • 
    • goldtpa
    • October 13, 2006

23. DB termination - overfunded

    By Jakyasar, November 12, 2020
    • 12 replies
    • 2.6k views
    • 
    • Jakyasar
    • November 17, 2020

24. DB Terminations

    By J. Bringhurst, October 10, 2006
    • 4 replies
    • 1.8k views
    • 
    • J. Bringhurst
    • October 24, 2006

25. DB testing issue

    By Guest jig100, December 3, 2002
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • December 4, 2002

26. DB to Profit sharing

    By ombskid, July 3, 2007
    • 15 replies
    • 2.6k views
    • 
    • AndyH
    • July 10, 2007

27. DB Top Heavy offset by DC balance

    By Blinky the 3-eyed Fish, March 26, 2007
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • March 27, 2007

28. DB Valuation Software Poll

    By Guest Glen, August 19, 2004
    • 32 replies
    • 15.1k views
    • 
    • Nola2016
    • March 29, 2016

29. DB Valuations

    By Madison71, January 13, 2010
    • 15 replies
    • 2.9k views
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    • Effen
    • January 16, 2010

30. DB Vendor

    By Guest stevena1, April 10, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 10, 2007

31. DB versus DC statistics

    By Guest Ken Newhouse, January 4, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 13, 2000

32. DB w/414k account

    By JAY21, August 19, 2005
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • August 20, 2005

33. DB with old SEP

    By pompton, December 29, 2006
    • 5 replies
    • 1.4k views
    • 
    • saabraa
    • December 30, 2006

34. DB-403b testing

    By dmb, September 28, 2011
    • 1 reply
    • 1k views
    • 
    • AndyH
    • September 28, 2011

35. DB-DC aggregate testing & features

    By JAY21, August 31, 2004
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • September 1, 2004

36. DB-DC Aggregated;different eligibility req's

    By JAY21, December 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 29, 2004

37. DB-DC Combo Test

    By JAY21, February 1, 2007
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • February 3, 2007

38. DB-DC offset & 404(a)(7) max

    By Guest Mike Spickard, December 23, 2003
    • 21 replies
    • 2.3k views
    • 
    • AndyH
    • December 24, 2003

39. DB-DC TH min

    By Guest lerieleech, March 30, 2007
    • 11 replies
    • 2k views
    • 
    • Guest
    • April 11, 2007

40. DB(k) deduction limits

    By AndrewZ, March 7, 2011
    • 2 replies
    • 1.1k views
    • 
    • Draper55
    • April 13, 2011

41. DB(k) plans

    By Laura Harrington, August 13, 2009
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 19, 2009

42. DB/401(k) and ER Matching

    By Guest Max Power, December 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 3, 2004

43. DB/401k 415 limits

    By pgold, October 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 17, 2012

44. DB/DC Aggregate Testing

    By JRN, September 22, 2007
    • 2 replies
    • 1.6k views
    • 
    • JRN
    • September 24, 2007

45. DB/DC Aggregate Testing

    By Guest DBStudentAct, September 1, 2009
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 1, 2009

46. DB/DC and Minimum Gateway

    By Dougsbpc, June 25, 2009
    • 1 reply
    • 1k views
    • 
    • AndyH
    • June 25, 2009

47. DB/DC carve out plans and top heavy minimums

    By Guest picwrc, October 11, 2005
    • 3 replies
    • 1.6k views
    • 
    • SoCalActuary
    • October 13, 2005

48. DB/DC Combination - Gateway Eligibility

    By emmetttrudy, March 4, 2013
    • 3 replies
    • 2.1k views
    • 
    • BG5150
    • March 5, 2013

49. DB/DC combination testing

    By emmetttrudy, September 8, 2011
    • 2 replies
    • 992 views
    • 
    • emmetttrudy
    • September 28, 2011

50. DB/DC Combined Deductibility

    By Andy the Actuary, January 2, 2011
    • 2 replies
    • 888 views
    • 
    • Andy the Actuary
    • January 3, 2011