Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. DB restatements

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

2. DB Restatements

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

3. DB restatements

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

4. Db Rfp

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

5. DB RFP Template Needed

   By Guest NJ-Center of the Universe, March 24, 2009
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • March 24, 2009

6. DB RMD - when is it due?

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

7. DB RMD related

   By Jakyasar, January 22, 2023
   • 12 replies
   • 1.5k views
   • 
   • Lou S.
   • January 25, 2023

8. DB RMDs and Vesting

   By figure 8, January 22, 2019
   • 9 replies
   • 1.8k views
   • 
   • figure 8
   • January 24, 2019

9. DB Rollover Account

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

10. DB still covered under Title IV?

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

11. DB Sub Owner Waiver - New IRS Guidance

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

12. DB surviving spouse annuity - help!

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

13. DB takeover problems

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

14. DB Term - 1 Man Timing

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

15. DB Termination

    By goldtpa, October 13, 2006
    • 4 replies
    • 1.5k views
    • 
    • goldtpa
    • October 13, 2006

16. DB termination - overfunded

    By Jakyasar, November 12, 2020
    • 12 replies
    • 2.5k views
    • 
    • Jakyasar
    • November 17, 2020

17. DB Terminations

    By J. Bringhurst, October 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • J. Bringhurst
    • October 24, 2006

18. DB testing issue

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

19. DB to Profit sharing

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

20. 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

21. DB Valuation Software Poll

    By Guest Glen, August 19, 2004
    • 32 replies
    • 14.8k views
    • 
    • Nola2016
    • March 29, 2016

22. DB Valuations

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

23. DB Vendor

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

24. DB versus DC statistics

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

25. DB w/414k account

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

26. DB with old SEP

    By pompton, December 29, 2006
    • 5 replies
    • 1.3k views
    • 
    • saabraa
    • December 30, 2006

27. DB-403b testing

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

28. DB-DC aggregate testing & features

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

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

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

30. DB-DC Combo Test

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

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

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

32. DB-DC TH min

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

33. DB(k) deduction limits

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

34. DB(k) plans

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

35. DB/401(k) and ER Matching

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

36. DB/401k 415 limits

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

37. DB/DC Aggregate Testing

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

38. DB/DC Aggregate Testing

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

39. DB/DC and Minimum Gateway

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

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

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

41. DB/DC Combination - Gateway Eligibility

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

42. DB/DC combination testing

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

43. DB/DC Combined Deductibility

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

44. DB/DC Combined Deductible Limit

    By LIBOR, June 8, 2004
    • 11 replies
    • 2.3k views
    • 
    • ERISA1
    • May 6, 2005

45. DB/DC combined deduction limit (controlled group)

    By B21, January 7, 2021
    • 8 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 13, 2021

46. DB/DC COmbined Plan Limits

    By Gary, October 5, 2006
    • 8 replies
    • 3k views
    • 
    • AndyH
    • November 17, 2006

47. DB/DC Combined Plans - Non Discrimination Testing

    By Gary, April 27, 2007
    • 4 replies
    • 2.7k views
    • 
    • SoCalActuary
    • April 30, 2007

48. DB/DC Combo

    By 52626, July 12, 2013
    • 2 replies
    • 929 views
    • 
    • Tom Poje
    • July 12, 2013

49. DB/DC Combo - 5% to 7.5% Gateway

    By John Feldt ERPA CPC QPA, June 5, 2008
    • 6 replies
    • 4k views
    • 
    • Guest
    • February 13, 2009

50. DB/DC Combo - frozen DB

    By John Feldt ERPA CPC QPA, January 6, 2012
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • January 6, 2012