Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 204(h) Notice DB Partial Termination?

   By Alf, December 1, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • December 1, 2000

2. 204(h) notice for multiple groups

   By Jakyasar, November 21, 2022
   • 5 replies
   • 886 views
   • 
   • Jakyasar
   • November 22, 2022

3. 204(h) Notice in M&A Transaction

   By mr_erisa, August 3, 2023
   • 2 replies
   • 580 views
   • 
   • CuseFan
   • August 4, 2023

4. 204(h) Notice mailing date ?

   By Guest hyper, October 26, 2005
   • 3 replies
   • 2k views
   • 
   • Guest
   • October 27, 2005

5. 204(h) Notice Needed?

   By Guest kjk, January 20, 2003
   • 0 replies
   • 1.2k views
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   • Guest
   • January 20, 2003

6. 204(h) Notice Required

   By Just Me, October 30, 2007
   • 7 replies
   • 1.7k views
   • 
   • tymesup
   • November 1, 2007

7. 204(h) Notice Required When DB Plan Closed to New Hires?

   By rocknrolls2, March 5, 2012
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • March 19, 2012

8. 204(h) Notice Required?

   By truphao, May 24, 2024
   • 8 replies
   • 1.2k views
   • 
   • Peter Gulia
   • May 28, 2024

9. 204(h) Notice Requirement

   By metsfan026, July 27, 2022
   • 4 replies
   • 2.3k views
   • 
   • CuseFan
   • July 28, 2022

10. 204(h) Notice under EGTRRA

    By Guest lisbetf, February 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 19, 2002

11. 204(h) Notification - Is SPD sufficient?

    By Gary, April 18, 2000
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 4, 2000

12. 204(h) requirement as a result of TRA '86

    By Gary, March 8, 2001
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • March 8, 2001

13. 204(h) timing

    By Bri, February 25
    • 1 reply
    • 748 views
    • 
    • Effen
    • February 25

14. 204h notices

    By Gary, July 8, 2009
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • July 8, 2009

15. 206(g) Notice Required?

    By mwyatt, November 20, 2008
    • 2 replies
    • 1.1k views
    • 
    • mwyatt
    • November 21, 2008

16. 242(b) Election at Plan Termination

    By Guest DBadmin101, August 21, 2011
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 21, 2011

17. 25 Highest paid lives restrictions

    By Barbara, August 30, 2018
    • 1 reply
    • 706 views
    • 
    • Calavera
    • August 31, 2018

18. 25% deduction limit - a variation on a theme

    By richard, July 27, 1999
    • 0 replies
    • 1.3k views
    • 
    • richard
    • July 27, 1999

19. 25% deduction limit - DB & DC combination

    By richard, July 27, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 27, 1999

20. 25% Deduction Limit for DC Plan as part of combo

    By emmetttrudy, October 18, 2019
    • 2 replies
    • 1.4k views
    • 
    • emmetttrudy
    • October 18, 2019

21. 2nd year rmd amount

    By Draper55, January 21, 2014
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • January 23, 2014

22. 3 Plan arrangement and top heavy

    By Guest CadH, May 22, 2007
    • 1 reply
    • 960 views
    • 
    • Gary
    • May 22, 2007

23. 3 year average

    By SSRRS, August 7
    • 7 replies
    • 4.5k views
    • 
    • SSRRS
    • August 13

24. 3-Year Cliff Requirement

    By emmetttrudy, October 26, 2009
    • 6 replies
    • 3.3k views
    • 
    • Effen
    • October 26, 2009

25. 3/31/09 Plan Termination

    By Penman2006, May 2, 2009
    • 2 replies
    • 970 views
    • 
    • Penman2006
    • May 3, 2009

26. 3% DC contribution as offset

    By SSRRS, August 12, 2022
    • 14 replies
    • 1k views
    • 
    • C. B. Zeller
    • October 3, 2022

27. 30 Year Treasury Rate

    By flosfur, January 11, 2007
    • 1 reply
    • 1.5k views
    • 
    • Everett Moreland
    • January 11, 2007

28. 30 year Treasury rates

    By Tom Poje, May 5, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 8, 2006

29. 30 Year Treasury Rates

    By Guest Don N, March 2, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 2, 2000

30. 30-Year Rate Suspension

    By mwyatt, February 18, 2002
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • March 7, 2002

31. 30-year Treasury Securities Interest Rate

    By Guest DIY, January 17, 2007
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 18, 2007

32. 31% DB/DC limit when MRC exceeds 25%

    By MLML, January 19, 2019   

    • dc contribution exceeds 6%.. db mrc exceeds 25%.. what is deduction limit?
    • 6 replies
    • 1.5k views
    • 
    • MLML
    • January 23, 2019

33. 3rd segment rate for averaging assets

    By My 2 cents, August 21, 2013   

    • What are people doing?
    • 4 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • August 22, 2013

34. 401(a) CalSTRS

    By Guest S.Racer, June 8, 2006
    • 3 replies
    • 2.1k views
    • 
    • AndyH
    • June 19, 2006

35. 401(a) funds to purchase state DB service credits

    By Guest dani_o, May 21, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 21, 2002

36. 401(a)(17) and anti-EGTRRA amendment

    By Guest kbs, January 17, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 18, 2002

37. 401(a)(17) and application of IRS Notice 2001-56

    By Belgarath, October 19, 2005
    • 6 replies
    • 1.9k views
    • 
    • SoCalActuary
    • October 20, 2005

38. 401(a)(17) Limit and Decreasing Compensation

    By John314, October 4, 2022   

    • defined benefit
    • 401(a)(17)
    • 1 reply
    • 676 views
    • 
    • Bri
    • October 4, 2022

39. 401(a)(17) Limit for Year of Benefit Accrual Freeze

    By J. Bringhurst, November 29, 2007
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • November 29, 2007

40. 401(a)(17) limit if FAE using monthly average

    By Guest Mike Spickard, May 26, 2004
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 27, 2004

41. 401(a)(17) limits on HCE who resigns mid-year

    By SandyAZ, October 23, 2024
    • 6 replies
    • 1.2k views
    • 
    • david rigby
    • October 29, 2024

42. 401(a)(17) proration

    By Guest JDL, March 24, 2003
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • March 24, 2003

43. 401(a)(26)

    By Guest nedie, September 13, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 13, 2007

44. 401(a)(26)

    By retbenser, May 26, 2011
    • 11 replies
    • 2.3k views
    • 
    • Gary
    • May 27, 2011

45. 401(a)(26)

    By Cloudy, September 26, 2022
    • 3 replies
    • 592 views
    • 
    • C. B. Zeller
    • September 26, 2022

46. 401(a)(26)

    By abanky, December 15, 2010
    • 2 replies
    • 858 views
    • 
    • abanky
    • December 15, 2010

47. 401(a)(26)

    By RLR, December 21, 2014
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 23, 2014

48. 401(a)(26)

    By nancy, January 26, 1999
    • 3 replies
    • 2k views
    • 
    • david rigby
    • February 5, 1999

49. 401(a)(26)

    By Guest lerieleech, February 5, 2008
    • 0 replies
    • 763 views
    • 
    • Guest
    • February 5, 2008

50. 401(a)(26)

    By Blinky the 3-eyed Fish, May 19, 2004
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • May 25, 2004