Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Full funding and reconciliaiton account

   By Effen, April 14, 2004
   • 4 replies
   • 1.2k views
   • 
   • Effen
   • April 15, 2004

2. Full Funding Limit in Year of Freeze

   By Guest mingblue, March 12, 2007
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • March 12, 2007

3. Full funding Limitation

   By abanky, December 17, 2003
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • December 17, 2003

4. Full Funding Limitation & Amotization of Bases

   By flosfur, January 16, 2007
   • 7 replies
   • 4.1k views
   • 
   • Guest
   • July 8, 2008

5. full yield curve

   By Gary, December 9, 2010
   • 5 replies
   • 1.6k views
   • 
   • SoCalActuary
   • December 10, 2010

6. Full Yield Curve - Website Needed

   By Guest mingblue, October 27, 2008
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • October 29, 2008

7. Fully accrued benefits - 401a26 related

   By Jakyasar, August 5, 2021
   • 3 replies
   • 808 views
   • 
   • Jakyasar
   • August 6, 2021

8. Fully Insured - 412i - Book

   By Guest mingblue, June 2, 2006
   • 7 replies
   • 2.3k views
   • 
   • GBurns
   • June 6, 2006

9. Fully Insured Plan terminates

   By SoCalActuary, January 12, 2011
   • 1 reply
   • 854 views
   • 
   • SoCalActuary
   • January 19, 2011

10. Fully insured plans 412(i)

    By Guest picwrc, April 16, 2003
    • 5 replies
    • 1.4k views
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    • Belgarath
    • April 18, 2003

11. Fully Insured Plans-412i

    By Guest NPaleveda, October 2, 2001
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • October 5, 2001

12. Fully Subsidized Benefit at Age 50

    By YankeeFan, January 8, 2011
    • 3 replies
    • 1.5k views
    • 
    • My 2 cents
    • January 10, 2011

13. Fully subsidized ER

    By RLR, November 2, 2010
    • 7 replies
    • 1.5k views
    • 
    • Calavera
    • November 3, 2010

14. Fully-insured Plans

    By Blinky the 3-eyed Fish, September 27, 2007
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • September 28, 2007

15. Fun with Fringe....Or, a DB CB

    By Bri, August 27, 2018
    • 4 replies
    • 1.3k views
    • 
    • QP_Guy
    • August 28, 2018

16. Fun with Top Heavy

    By AndyH, August 31, 2009
    • 8 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 2, 2009

17. Fund assets and undeducted contributions

    By Guest Gary A. Luing, December 19, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 19, 2002

18. Fundamentals of Coverage, Non Discrimination Testing

    By Gary, May 18, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 18, 2006

19. Funded by 12/31 or when Taxes Filed

    By Guest hherpel, March 16, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 16, 2000

20. Funding 412(i) Plan in Year of Termination

    By Guest PensionNW, January 31, 2005
    • 7 replies
    • 2.1k views
    • 
    • SoCalActuary
    • February 3, 2005

21. Funding a Cash Balance Plan

    By Guest pension222, July 31, 2003
    • 0 replies
    • 964 views
    • 
    • Guest
    • July 31, 2003

22. Funding a DC on top of a DC in a Year

    By Guest Walt Dallas, August 28, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 28, 2001

23. Funding a Plan with a bank loan

    By Guest Zippy, April 5, 2012
    • 16 replies
    • 1.9k views
    • 
    • Mike Preston
    • April 7, 2012

24. Funding after FFL

    By Guest Chamelnix, February 8, 2002
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • February 9, 2002

25. Funding and Deductibility

    By AdKu, October 29, 2015   

    • Funding & Deductibility
    • 2 replies
    • 856 views
    • 
    • My 2 cents
    • October 29, 2015

26. Funding and Top Heavy

    By LIBOR, July 13, 2005
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • July 13, 2005

27. Funding Balance Elections

    By JBones, February 3, 2010
    • 6 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • February 4, 2010

28. Funding Based Limitations on Distributions: Notice

    By Guest bobolink, February 13, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 13, 2009

29. Funding Cost attributable to individual participant

    By flosfur, February 26, 2004
    • 12 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 1, 2004

30. Funding cushion and expected increases in comp with 415

    By C. B. Zeller, November 12, 2020
    • 0 replies
    • 872 views
    • 
    • C. B. Zeller
    • November 12, 2020

31. Funding Cushion if Plan Amended for HCE accruals

    By JAY21, March 16, 2009
    • 14 replies
    • 3.4k views
    • 
    • RLR
    • October 30, 2015

32. Funding DB Plan After Plan Termination

    By JustMe, June 17, 2020
    • 5 replies
    • 884 views
    • 
    • JustMe
    • June 24, 2020

33. Funding Deadline

    By Guest, October 25, 1999
    • 5 replies
    • 4.1k views
    • 
    • John A
    • October 26, 1999

34. funding deadline

    By abanky, September 22, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 22, 2008

35. funding deadline short plan year

    By Draper55, August 6, 2024
    • 7 replies
    • 1.5k views
    • 
    • Draper55
    • August 9, 2024

36. Funding Deficiency

    By nancy, October 12, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 12, 2004

37. Funding Deficiency

    By david rigby, June 1, 2001
    • 5 replies
    • 2.8k views
    • 
    • AndyH
    • June 1, 2001

38. Funding Deficiency

    By nancy, December 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • December 31, 2008

39. Funding Deficiency and 5330

    By Doghouse, July 21, 2014   

    • deficiency 5330 excise
    • 2 replies
    • 1.1k views
    • 
    • Effen
    • July 22, 2014

40. Funding deficiency and extended Deadline under CARES

    By justanotheradmin, May 11, 2020
    • 5 replies
    • 730 views
    • 
    • C. B. Zeller
    • May 12, 2020

41. funding deficiency and full funding credit

    By ishi, December 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • ishi
    • December 5, 2003

42. Funding deficiency consequences

    By richard, January 12, 2001
    • 5 replies
    • 3.5k views
    • 
    • david rigby
    • August 13, 2001

43. FUNDING DEFICIENCY QUESTION

    By Guest SCUDDESLER, November 2, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • November 3, 2004

44. Funding deficiency re statute of limitations

    By Guest saeissler, September 5, 2007
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • September 5, 2007

45. Funding Deficiency?

    By Gary, May 19, 2005
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • May 19, 2005

46. Funding Election Form Requirement

    By Young Curmudgeon, March 7, 2012
    • 3 replies
    • 2.1k views
    • 
    • frizzyguy
    • March 7, 2012

47. Funding for a Projected Top Heavy Benefit

    By Guest Don N, June 8, 2000
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • June 10, 2000

48. Funding for a short plan year

    By Blinky the 3-eyed Fish, September 20, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • September 23, 2002

49. Funding for a Single Life Annuity

    By Pension RC, July 21, 2013
    • 7 replies
    • 2.4k views
    • 
    • Draper55
    • September 11, 2013

50. Funding for DB plan with life insurance policy

    By carrots, February 12, 2013
    • 18 replies
    • 8.3k views
    • 
    • Effen
    • July 10, 2013