Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. frozen DB

   By K2retire, June 13, 2012
   • 10 replies
   • 2.1k views
   • 
   • K2retire
   • June 14, 2012

2. Frozen DB

   By thepensionmaven, May 29, 2018
   • 1 reply
   • 700 views
   • 
   • Effen
   • May 29, 2018

3. Frozen DB

   By thepensionmaven, September 4, 2010
   • 5 replies
   • 1.4k views
   • 
   • chc93
   • September 7, 2010

4. Frozen DB

   By thepensionmaven, May 6, 2018
   • 3 replies
   • 742 views
   • 
   • Larry Starr
   • May 8, 2018

5. Frozen DB - Safe Harbor 401(k) - Top-heavy

   By Lou S., September 25, 2009
   • 7 replies
   • 3.4k views
   • 
   • AndyH
   • September 25, 2009

6. Frozen DB - testing for 401a26 using accrued-to-date method

   By Jakyasar, December 3, 2021
   • 4 replies
   • 1.2k views
   • 
   • Draper55
   • December 13, 2021

7. Frozen DB - TH Benefits stop?

   By ombskid, November 21, 2008
   • 9 replies
   • 2.1k views
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   • tymesup
   • November 24, 2008

8. Frozen DB Plan

   By Guest bjfgfg, April 26, 2007
   • 4 replies
   • 1.4k views
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   • Guest
   • April 27, 2007

9. Frozen DB Plan - early retirement window

   By Guest ERISAk, October 7, 2013
   • 11 replies
   • 3k views
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   • ubermax
   • October 8, 2013

10. Frozen DB Plan - W2 Box 13

    By Guest notapensiongeek, January 9, 2007
    • 4 replies
    • 2.6k views
    • 
    • david rigby
    • January 9, 2007

11. Frozen DB Plan (over-funded)

    By Guest naveen, August 23, 2010
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2010

12. Frozen DB Plan and 401(a)(26) Testing

    By ac, December 11, 2012
    • 0 replies
    • 1.5k views
    • 
    • ac
    • December 11, 2012

13. Frozen DB plan and SPD/SMM requirements

    By alexa, June 20, 2021
    • 0 replies
    • 425 views
    • 
    • alexa
    • June 20, 2021

14. Frozen DB Plan Question

    By Stash026, March 2, 2016
    • 3 replies
    • 889 views
    • 
    • My 2 cents
    • March 2, 2016

15. Frozen DB Plans -- EGTRRA rules

    By davef, July 17, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 18, 2001

16. Frozen DB wants to add lump sum feature - 63% AFTAP

    By Dennis Povloski, June 24, 2015
    • 7 replies
    • 2.3k views
    • 
    • Dennis Povloski
    • June 25, 2015

17. Frozen DB, Bonus in lieu of future benefits

    By Guest A125, February 25, 2011
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • April 4, 2011

18. Frozen Defined Benefit Plan and 415 Limit Increases

    By Dougsbpc, August 24, 2024
    • 7 replies
    • 1.7k views
    • 
    • Bri
    • August 22

19. Frozen defined benefit plan and IRC Section 436

    By holdco, September 11, 2012
    • 0 replies
    • 1.5k views
    • 
    • holdco
    • September 11, 2012

20. Frozen defined benefit plan in a control group

    By Guest Jae, November 15, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 15, 2000

21. Frozen Defined Benefit( Aggregated): de minimus accrual

    By rodin011, February 20, 2016   

    • frozen defined benefit
    • DB/DC minimum accrual
    • 4 replies
    • 799 views
    • 
    • rodin011
    • February 20, 2016

22. Frozen Floor-Offset Plan

    By Dougsbpc, October 10, 2007
    • 5 replies
    • 1.9k views
    • 
    • tymesup
    • October 12, 2007

23. Frozen Initial Liability

    By Blinky the 3-eyed Fish, December 3, 2001
    • 3 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 3, 2001

24. Frozen Initial Liability question

    By Guest MikeMiller, June 29, 2001
    • 7 replies
    • 2.5k views
    • 
    • david rigby
    • June 29, 2001

25. Frozen Pension Plan 1 2

    By Jim Nichols, May 15, 2017
    • 62 replies
    • 9.8k views
    • 
    • Lou S.
    • August 23, 2017

26. frozen plan

    By Guest jack91, November 12, 2009
    • 7 replies
    • 1.5k views
    • 
    • david rigby
    • November 12, 2009

27. Frozen Plan and 401(a)(26)

    By SSRRS, November 6, 2018
    • 12 replies
    • 3.8k views
    • 
    • thepensionmaven
    • October 23, 2020

28. Frozen Plan and 401(a)(26)

    By SSRRS, May 3, 2024
    • 4 replies
    • 1.5k views
    • 
    • SSRRS
    • May 9, 2024

29. Frozen plan and 401a26 testing

    By Jakyasar, November 23, 2021
    • 2 replies
    • 558 views
    • 
    • Effen
    • November 25, 2021

30. Frozen plan and increase in AB for increase in cola

    By SSRRS, August 19
    • 0 replies
    • 739 views
    • 
    • SSRRS
    • August 19

31. Frozen Plan and new participants

    By mwyatt, March 10, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • March 30, 2000

32. frozen plan excludable participant in NDT

    By Audrey, July 2, 2024
    • 2 replies
    • 498 views
    • 
    • Audrey
    • July 2, 2024

33. Frozen Plan, increasing benefits

    By abanky, April 8, 2011
    • 7 replies
    • 1.3k views
    • 
    • AndyH
    • April 11, 2011

34. Frozen plans & 401a26

    By Craig Schiller, August 5, 2013   

    • 401a26 headache
    • 2 replies
    • 2.5k views
    • 
    • Craig Schiller
    • August 6, 2013

35. Frozen prior to September 2005 no aftap restrictions

    By SSRRS, April 11
    • 2 replies
    • 1.3k views
    • 
    • SSRRS
    • April 24

36. frozen target plan receives funds

    By Guest shronesz, January 4, 2001
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • January 6, 2001

37. Frozen Top Heavy DB

    By Dougsbpc, July 15, 2003
    • 9 replies
    • 3.5k views
    • 
    • Dougsbpc
    • July 16, 2003

38. Frozen Top Heavy DB Plans

    By Guest LBBarr, January 19, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 25, 2001

39. Frozen Traditional Benefit in Cash Balance Plan - Need to Count Comp from Later Years?

    By Übernerd, November 4, 2013   

    • Cash Balance Plans
    • Defined Benefit Plans
    • (and 1 more)

      Tagged with:

      • Cash Balance Plans
      • Defined Benefit Plans
      • Compensation
    • 2 replies
    • 1.4k views
    • 
    • Übernerd
    • November 4, 2013

40. Frozen Underfunded Plan

    By Dougsbpc, June 26, 2013
    • 0 replies
    • 1k views
    • 
    • Dougsbpc
    • June 26, 2013

41. FRS 17 - new UK accounting standard

    By JanetM, May 8, 2002
    • 0 replies
    • 1.4k views
    • 
    • JanetM
    • May 8, 2002

42. FSA credit balance and required quarterly contributions

    By Guest HaroldA, June 28, 2005
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • June 28, 2005

43. FSA, FFC, Max Deductions

    By Gary, May 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • May 14, 2005

44. FSCOB - Any benefit to maintaining?

    By Guest jmrodrig, September 3, 2009
    • 1 reply
    • 796 views
    • 
    • david rigby
    • September 3, 2009

45. FSCOB & Quarterlies & AFTAPs

    By zimbo, November 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 21, 2008

46. FT & AFTAP on Sch SB for EOY valuation

    By flosfur, March 24, 2009
    • 0 replies
    • 917 views
    • 
    • flosfur
    • March 24, 2009

47. FTAP computed using vested benefits?

    By Guest Jcarolan, May 26, 2009
    • 11 replies
    • 1.8k views
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    • SoCalActuary
    • May 28, 2009

48. FTAP vs. AFTAP

    By jane murray, September 24, 2017
    • 5 replies
    • 5.3k views
    • 
    • david rigby
    • September 25, 2017

49. FTAP/AFTAP < 60%

    By Dinosaur, September 8, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 8, 2009

50. FTAP/AFTAP for 2008 (1st effective plan year)

    By flosfur, March 28, 2008
    • 14 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 23, 2008