Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Frozen Cash Balance Plan

   By Guest Grumpy456, April 6, 2015
   • 2 replies
   • 1.3k views
   • 
   • My 2 cents
   • April 6, 2015

2. Frozen Cash Balance Plan

   By cohendrake, April 23, 2013   

   • church
   • 11 replies
   • 2.9k views
   • 
   • Grendel77
   • April 26, 2013

3. Frozen Cash Balance Plan

   By K2, June 27, 2018
   • 4 replies
   • 1.8k views
   • 
   • Draper55
   • July 2, 2018

4. Frozen cash balance plan and floating equivalency rates

   By AndyH, April 16, 2015
   • 3 replies
   • 984 views
   • 
   • Effen
   • April 16, 2015

5. Frozen Cash Balance?

   By justanotheradmin, October 3, 2013   

   • Cash Balance
   • Amendment
   • (and 2 more)

     Tagged with:

     • Cash Balance
     • Amendment
     • frozen
     • freeze
   • 5 replies
   • 2.2k views
   • 
   • Effen
   • October 4, 2013

6. Frozen CB Plan

   By David, April 3, 2008
   • 8 replies
   • 1.6k views
   • 
   • Guest
   • April 11, 2008

7. frozen DB

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

8. Frozen DB

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

9. Frozen DB

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

10. Frozen DB

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

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

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

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

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

13. Frozen DB - TH Benefits stop?

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

14. Frozen DB Plan

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

15. Frozen DB Plan - early retirement window

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

16. Frozen DB Plan - W2 Box 13

    By Guest notapensiongeek, January 9, 2007
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • January 9, 2007

17. Frozen DB Plan (over-funded)

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

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

    By ac, December 11, 2012
    • 0 replies
    • 1.6k views
    • 
    • ac
    • December 11, 2012

19. Frozen DB plan and SPD/SMM requirements

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

20. Frozen DB Plan Question

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

21. Frozen DB Plans -- EGTRRA rules

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

22. 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

23. Frozen DB, Bonus in lieu of future benefits

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

24. Frozen Defined Benefit Plan and 415 Limit Increases

    By Dougsbpc, August 24, 2024
    • 7 replies
    • 1.9k views
    • 
    • Bri
    • August 22, 2025

25. Frozen defined benefit plan and IRC Section 436

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

26. Frozen defined benefit plan in a control group

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

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

    By rodin011, February 20, 2016   

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

28. Frozen Floor-Offset Plan

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

29. 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

30. Frozen Initial Liability question

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

31. Frozen Pension Plan 1 2

    By Jim Nichols, May 15, 2017
    • 62 replies
    • 10.1k views
    • 
    • Lou S.
    • August 23, 2017

32. frozen plan

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

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

    By SSRRS, November 6, 2018
    • 12 replies
    • 4k views
    • 
    • thepensionmaven
    • October 23, 2020

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

    By SSRRS, May 3, 2024
    • 4 replies
    • 1.6k views
    • 
    • SSRRS
    • May 9, 2024

35. Frozen plan and 401a26 testing

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

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

    By SSRRS, August 19, 2025
    • 0 replies
    • 808 views
    • 
    • SSRRS
    • August 19, 2025

37. Frozen Plan and new participants

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

38. frozen plan excludable participant in NDT

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

39. Frozen Plan, increasing benefits

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

40. Frozen plans & 401a26

    By Craig Schiller, August 5, 2013   

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

41. Frozen prior to September 2005 no aftap restrictions

    By SSRRS, April 11, 2025
    • 2 replies
    • 1.4k views
    • 
    • SSRRS
    • April 24, 2025

42. frozen target plan receives funds

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

43. Frozen Top Heavy DB

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

44. Frozen Top Heavy DB Plans

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

45. 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

46. Frozen Underfunded Plan

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

47. FRS 17 - new UK accounting standard

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

48. 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

49. FSA, FFC, Max Deductions

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

50. FSCOB - Any benefit to maintaining?

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