Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. DB/DC Combo -- What testing needed

   By Andy the Actuary, July 10, 2008
   • 3 replies
   • 1.9k views
   • 
   • Andy the Actuary
   • July 10, 2008

2. DB/DC Combo (Floor/Offset Arrangement)

   By Guest DBAnalyst123, February 6, 2009
   • 7 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • February 9, 2009

3. DB/DC Combo 404(a)(7) limits and non-Roth after-tax contributions

   By Guest hk73, June 26, 2014
   • 4 replies
   • 2k views
   • 
   • Guest
   • June 26, 2014

4. DB/DC Combo Approach

   By JAY21, June 17, 2004
   • 2 replies
   • 1.1k views
   • 
   • JAY21
   • June 18, 2004

5. DB/DC combo BRF

   By Guest ICannotDiscloseMyIdentity, February 23, 2011
   • 0 replies
   • 882 views
   • 
   • Guest
   • February 23, 2011

6. DB/DC Combo Deduction - Another Look at 404(a)(7)

   By ubermax, February 6, 2012
   • 5 replies
   • 6.2k views
   • 
   • frizzyguy
   • February 6, 2012

7. DB/DC combo deduction limit

   By pbarrett, March 31, 2003
   • 7 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • April 1, 2003

8. DB/DC Combo first year

   By John Feldt ERPA CPC QPA, June 12, 2006
   • 3 replies
   • 1.4k views
   • 
   • AndyH
   • June 12, 2006

9. DB/DC Combo Limit Question

   By slburnett, December 2, 2015
   • 1 reply
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • December 2, 2015

10. DB/DC Combo Max Deductions Under PPA

    By Lou S., October 17, 2008
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • October 20, 2008

11. DB/DC combo plan

    By dmb, March 1, 2003
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • March 3, 2003

12. DB/DC Combo plan, general test

    By John Feldt ERPA CPC QPA, July 3, 2007
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • July 6, 2007

13. DB/DC combo plans - proposed 401a4 regulations

    By John Feldt ERPA CPC QPA, November 11, 2016
    • 5 replies
    • 951 views
    • 
    • SoCalActuary
    • November 11, 2016

14. DB/DC Combo Sponsored by LLC with Employees Post-PPA

    By Guest Jcarolan, March 20, 2009
    • 1 reply
    • 912 views
    • 
    • mwyatt
    • March 21, 2009

15. DB/DC combo testing issue-avoiding the Gateway

    By AndyH, February 22, 2005
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 25, 2005

16. DB/DC Combo Testing Question

    By AndyH, June 8, 2011
    • 9 replies
    • 1.3k views
    • 
    • AndyH
    • June 8, 2011

17. DB/DC Combo TH Testing wih DB Plan Terminated

    By emmetttrudy, July 17, 2012
    • 8 replies
    • 3k views
    • 
    • emmetttrudy
    • August 22, 2012

18. DB/DC Combo Top Heavy

    By Vlad401k, April 8, 2016
    • 7 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 13, 2016

19. DB/DC COMBOS

    By Guest draper, May 21, 2003
    • 0 replies
    • 955 views
    • 
    • Guest
    • May 21, 2003

20. DB/DC Contribution Limit

    By emmetttrudy, September 12, 2014
    • 16 replies
    • 6.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2015

21. DB/DC contribution over deductible limit

    By Calavera, July 8, 2008
    • 7 replies
    • 1.6k views
    • 
    • Calavera
    • July 9, 2008

22. DB/DC cross-tested Combo

    By retbenser, January 11, 2011
    • 1 reply
    • 940 views
    • 
    • Tom Poje
    • January 11, 2011

23. DB/DC Deductible Limit for a one person plan

    By emmetttrudy, March 16, 2009
    • 2 replies
    • 947 views
    • 
    • carrots
    • March 16, 2009

24. DB/DC deduction limit after PPA 2006

    By YankeeFan, May 18, 2007
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 18, 2007

25. DB/DC Deduction Limit for 2008

    By YankeeFan, December 10, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2008

26. DB/DC Gateway

    By Blinky the 3-eyed Fish, January 25, 2006
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 26, 2006

27. DB/DC Gateway question

    By AndyH, February 6, 2002
    • 6 replies
    • 3.1k views
    • 
    • Mike Preston
    • August 29, 2002

28. DB/DC Gateway, HCE Rate

    By John Feldt ERPA CPC QPA, December 21, 2009
    • 2 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2009

29. DB/DC Limit

    By Pension RC, April 2, 2014
    • 1 reply
    • 957 views
    • 
    • AndyH
    • April 2, 2014

30. DB/DC max combined limits (One Participant)

    By Guest BuffaloT, July 2, 2007
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • July 5, 2007

31. DB/Dc Offset Top Heavy Question

    By AndyH, February 16, 2006
    • 6 replies
    • 3.1k views
    • 
    • Kirk Maldonado
    • February 21, 2006

32. DB/DC plan design after 12/31/99

    By Guest Jim Berry, September 10, 1999
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • September 23, 1999

33. DB/DC Question

    By MarZDoates, January 7, 2014
    • 7 replies
    • 977 views
    • 
    • AndyH
    • January 8, 2014

34. DB/DC Testing and Permitted Disparity

    By AndyH, February 25, 2010
    • 14 replies
    • 3.1k views
    • 
    • AndyH
    • March 2, 2010

35. DB/DC Top Heavy Minimum Benefit (Floor Offset and Comparability Analys

    By Guest, March 7, 2001
    • 4 replies
    • 2.8k views
    • 
    • AndyH
    • March 15, 2001

36. DB/K plan document

    By Guest JohnCal, June 21, 2012
    • 6 replies
    • 1.7k views
    • 
    • mwyatt
    • July 11, 2012

37. DB/MP Deduction Limit

    By Guest rkaplan, August 31, 1999
    • 6 replies
    • 2k views
    • 
    • Guest
    • September 29, 1999

38. DB/Non-qualified Plan Design

    By kmciver, December 9, 2002
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • December 13, 2002

39. DBCB RMD calculation APR assumptions

    By Audrey, October 14, 2024
    • 2 replies
    • 688 views
    • 
    • Audrey
    • October 17, 2024

40. DBP

    By Guest epicdoc1, April 26, 2010
    • 5 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 27, 2010

41. DC Contribution made to DB account

    By SSRRS, October 18, 2018
    • 4 replies
    • 1.1k views
    • 
    • SSRRS
    • October 22, 2018

42. DC/Cash Balance combo funding deadline

    By R. Butler, August 8, 2019
    • 1 reply
    • 557 views
    • 
    • ratherbereading
    • August 8, 2019

43. DC/DB Combo - Gateway

    By metsfan026, May 6, 2022
    • 3 replies
    • 1.1k views
    • 
    • CuseFan
    • May 9, 2022

44. DC/DB floor offset combo

    By Guest Dave Peckham, March 25, 2003
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 26, 2003

45. De Minimis comp for 414(s) testing for DB plan

    By AndyH, September 13, 2000
    • 3 replies
    • 2.7k views
    • 
    • AndyH
    • September 19, 2000

46. De minimis difference in compensation under 1.414(s)-1(d)(3)(i)

    By Guest pension222, May 16, 2001
    • 2 replies
    • 2.2k views
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    • actuarysmith
    • May 21, 2001

47. De Minimus DB

    By mming, February 3, 2006
    • 5 replies
    • 2.4k views
    • 
    • imchipbrown
    • February 3, 2006

48. De Minimus Funding under 415(b)?

    By Guest danmar, June 10, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 27, 2000

49. Deadline

    By Guest WantsToLearn, November 16, 2006
    • 1 reply
    • 1.2k views
    • 
    • SteveH
    • November 16, 2006

50. Deadline for amendment increasing benefits?

    By Guest Mark Draa, January 31, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 1, 2005