Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 404a7 regarding split plans

   By dmb, April 21, 2003
   • 0 replies
   • 1.2k views
   • 
   • dmb
   • April 21, 2003

2. 4062(e) Question

   By ERISA25, August 7, 2012
   • 0 replies
   • 822 views
   • 
   • ERISA25
   • August 7, 2012

3. 408(b)(2) Disclosure and 404(a)(5) disclosure

   By JOH, July 7, 2022
   • 8 replies
   • 1.6k views
   • 
   • Peter Gulia
   • August 22, 2022

4. 408b2 - mutual fund investments in DB, CB plans

   By CLE401kGuy, December 17, 2013
   • 3 replies
   • 1.5k views
   • 
   • ETA Consulting LLC
   • December 17, 2013

5. 410(b) - Equivalency

   By Andy the Actuary, September 29, 2009
   • 2 replies
   • 1.5k views
   • 
   • Andy the Actuary
   • September 29, 2009

6. 410(b) / 401(a)(4) question

   By Effen, August 31, 2017
   • 8 replies
   • 1.9k views
   • 
   • Effen
   • August 31, 2017

7. 410(b) and 5500 Schedule T - Does this Plan fail?

   By Effen, October 6, 2003
   • 27 replies
   • 2.9k views
   • 
   • Mike Preston
   • October 8, 2003

8. 410(b) benefiting in a 412(e)(3)

   By DMcGovern, June 30, 2011
   • 2 replies
   • 878 views
   • 
   • DMcGovern
   • June 30, 2011

9. 410(b) For 401(l) Plan With Frozen Service But Has Pay Indexation

   By Guest Paula F, February 22, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 22, 2002

10. 411 accrual limits to 415(b) max benefits

    By DanEA, May 14, 2024
    • 3 replies
    • 809 views
    • 
    • John Feldt ERPA CPC QPA
    • May 24, 2024

11. 411 post age 65 accruals - State Ret Plan for Teachers

    By Gary, November 14, 2000
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • November 14, 2000

12. 411(b) and offset plan

    By Gary, November 8, 2001
    • 4 replies
    • 1.8k views
    • 
    • Gary
    • November 23, 2001

13. 411(d)(6)

    By nancy, August 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • MGB
    • August 8, 2003

14. 411(d)(6)

    By AdKu, March 15, 2017
    • 4 replies
    • 1.2k views
    • 
    • My 2 cents
    • March 15, 2017

15. 411(d)(6)

    By Guest ICannotDiscloseMyIdentity, February 3, 2011
    • 7 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 4, 2011

16. 411(d)(6) ?

    By david rigby, December 16, 2009
    • 18 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • December 17, 2009

17. 411(d)(6) and actuarial equivalence

    By Draper55, December 13, 2018
    • 1 reply
    • 627 views
    • 
    • AndyH
    • December 14, 2018

18. 411(d)(6) early ret subsidy

    By Gary, April 30, 2002
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • April 30, 2002

19. 411(d)(6) Final Regulations - EA Meeting Grey Book

    By Guest mingblue, March 31, 2006
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • April 4, 2006

20. 411(d)(6) Protected Benefit?

    By Dougsbpc, June 7, 2006
    • 12 replies
    • 3.4k views
    • 
    • Dougsbpc
    • June 12, 2006

21. 411(d)(6) protected lump sum interest rates.

    By Gary, June 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 14, 2000

22. 412 (i) plans - pros and cons

    By Guest lisbetf, December 17, 2002
    • 5 replies
    • 6.8k views
    • 
    • AndyH
    • December 18, 2002

23. 412 Amendment Base

    By LIBOR, May 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 12, 2004

24. 412 Deficiency and Full Funding Limit

    By ac, February 15, 2005
    • 1 reply
    • 1k views
    • 
    • david rigby
    • February 15, 2005

25. 412 Minimum funding and Plan Disqualification

    By JGordon, March 27, 2020
    • 1 reply
    • 659 views
    • 
    • Mike Preston
    • March 28, 2020

26. 412-d-2 election

    By Jakyasar, February 15, 2021
    • 2 replies
    • 794 views
    • 
    • Jakyasar
    • February 16, 2021

27. 412(b) explanation

    By wsp, August 30, 2006
    • 5 replies
    • 1.9k views
    • 
    • Effen
    • August 31, 2006

28. 412(c)(8) amendment (or as redesignated, 412(d)(2))

    By Belgarath, July 13, 2007
    • 7 replies
    • 2.9k views
    • 
    • SoCalActuary
    • July 13, 2007

29. 412(c)(8) Election after 2007

    By JAY21, November 7, 2007
    • 3 replies
    • 3.1k views
    • 
    • JAY21
    • November 8, 2007

30. 412(d)(2) Board Resolution vs. Plan Amendment

    By John314, June 17, 2024   

    • maximum deductible
    • amendment
    • 3 replies
    • 1k views
    • 
    • CuseFan
    • June 20, 2024

31. 412(d)(2) Elections; filed with 5500-EZs ?

    By JAY21, August 3, 2009
    • 3 replies
    • 3.1k views
    • 
    • Mike Preston
    • August 4, 2009

32. 412(e) and 401(k)

    By Tinman, April 3, 2015
    • 1 reply
    • 905 views
    • 
    • Mike Preston
    • April 3, 2015

33. 412(e) conversion

    By Draper55, April 12, 2019
    • 4 replies
    • 1.1k views
    • 
    • Draper55
    • April 25, 2019

34. 412(e) plan

    By jkdoll2, December 1, 2009
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • December 3, 2009

35. 412(e) Plan

    By jkdoll2, August 6, 2009
    • 0 replies
    • 962 views
    • 
    • jkdoll2
    • August 6, 2009

36. 412(e) Plans

    By jkdoll2, May 5, 2010
    • 4 replies
    • 2.4k views
    • 
    • AndyH
    • May 6, 2010

37. 412(e) software

    By Guest CWM, June 14, 2012
    • 4 replies
    • 1.4k views
    • 
    • Doghouse
    • June 14, 2012

38. 412(e)(3) and life insurance policies

    By DMcGovern, December 6, 2012
    • 5 replies
    • 1.4k views
    • 
    • frizzyguy
    • December 12, 2012

39. 412(e)(3) plan conversion

    By dan.jock, January 11, 2018
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 11, 2018

40. 412(e)(3) to Traditional DB

    By stbennet, August 22, 2011
    • 2 replies
    • 1.5k views
    • 
    • DMcGovern
    • August 22, 2011

41. 412(e)3 Plans

    By jkdoll2, March 10, 2011
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • June 24, 2011

42. 412(e)3 plans

    By Guest jim williams, August 18, 2011
    • 4 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • August 19, 2011

43. 412(i)

    By Guest Julian, March 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 28, 2003

44. 412(i) - ASPA meeting?

    By Guest Keith N, November 4, 2002
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • November 7, 2002

45. 412(i) --> "regular DB plan"

    By Guest texasactuary, December 2, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 2, 2004

46. 412(i) & traditional DB Combo

    By flosfur, August 7, 2003
    • 0 replies
    • 890 views
    • 
    • flosfur
    • August 7, 2003

47. 412(i) and 401(k)?

    By betheeg, May 23, 2006
    • 12 replies
    • 3.6k views
    • 
    • david rigby
    • May 24, 2006

48. 412(i) Audit from hell, could use some help

    By RayJJohnsonJr, May 29, 2009
    • 20 replies
    • 2.9k views
    • 
    • JAY21
    • June 4, 2009

49. 412(i) carve out arrangement

    By Guest saeissler, February 3, 2006
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • February 3, 2006

50. 412(i) contributions

    By Guest Vinodh, May 17, 2011
    • 10 replies
    • 2k views
    • 
    • Guest
    • May 18, 2011