Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Maximum 415 Accrued Benefit for Cash Balance Plan

   By ac, December 1, 2023
   • 7 replies
   • 2.8k views
   • 
   • Jakyasar
   • December 1, 2023

2. Maximum accrual

   By ombskid, March 19, 2014
   • 6 replies
   • 2.4k views
   • 
   • Effen
   • March 24, 2014

3. Maximum Accrued Benefit

   By Dougsbpc, March 26, 2010
   • 6 replies
   • 1.6k views
   • 
   • Effen
   • March 26, 2010

4. Maximum Benefit In A Cash Balance Plan

   By metsfan026, September 7, 2023
   • 3 replies
   • 593 views
   • 
   • CuseFan
   • September 7, 2023

5. Maximum benefit of Owner 2 Companies

   By abanky, November 11, 2008
   • 2 replies
   • 963 views
   • 
   • abanky
   • November 11, 2008

6. Maximum Cash Balance Contribution

   By metsfan026, March 10, 2022
   • 3 replies
   • 764 views
   • 
   • CuseFan
   • March 10, 2022

7. Maximum Cash Balance Contribution

   By emmetttrudy, November 17, 2009
   • 5 replies
   • 1.7k views
   • 
   • SoCalActuary
   • November 17, 2009

8. Maximum Cash Balance Contribution

   By abanky, January 23, 2007
   • 3 replies
   • 1.8k views
   • 
   • SoCalActuary
   • January 23, 2007

9. Maximum Contribution to a Cash Balance Plan ?

   By ERISAnut, May 4, 2006
   • 2 replies
   • 2.1k views
   • 
   • ERISAnut
   • May 4, 2006

10. Maximum Contributions

    By emmetttrudy, October 20, 2008
    • 1 reply
    • 944 views
    • 
    • Blinky the 3-eyed Fish
    • October 20, 2008

11. Maximum Contributions for Self-Employed Individual

    By emmetttrudy, February 22, 2011
    • 2 replies
    • 1.4k views
    • 
    • ScottR
    • April 16, 2011

12. Maximum Deductible Contribution - PPA

    By Gary, November 25, 2008
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • November 26, 2008

13. Maximum Deductible Contribution for CB Plan

    By metsfan026, December 23, 2024
    • 7 replies
    • 2.8k views
    • 
    • Bri
    • December 31, 2024

14. Maximum Deductible Contribution for Partner

    By emmetttrudy, August 18, 2011
    • 3 replies
    • 1.5k views
    • 
    • ScottR
    • August 28, 2011

15. Maximum deductible contribution for the DB plan

    By amoy, August 18, 2015
    • 2 replies
    • 1.1k views
    • 
    • shERPA
    • August 19, 2015

16. Maximum Deductible CoOntribution

    By emmetttrudy, April 15, 2010
    • 5 replies
    • 1.4k views
    • 
    • tymesup
    • July 30, 2012

17. Maximum Deduction and Calculation of Funding Target

    By YankeeFan, November 19, 2008
    • 6 replies
    • 3.4k views
    • 
    • AndyH
    • November 19, 2008

18. Maximum Deduction for Sole prop DB who also has a PSP

    By Pension RC, June 30, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 30, 2013

19. Maximum Deduction under 404(0)

    By Guest DCquestioner, September 22, 2008
    • 11 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 23, 2008

20. Maximum deductions

    By Gary, April 17, 2007
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • April 19, 2007

21. Maximum Distribution

    By Blinky the 3-eyed Fish, August 15, 2003
    • 7 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 21, 2003

22. maximum funding % collectively bargained and non collectively bargained plans

    By abanky, November 12, 2008
    • 2 replies
    • 1k views
    • 
    • david rigby
    • November 12, 2008

23. maximum hypothetic balance in cash balance plan

    By Guest Deflector, November 10, 2008
    • 7 replies
    • 1.4k views
    • 
    • SoCalActuary
    • November 13, 2008

24. Maximum Legal Vesting Period for Part Time Employees?

    By Guest Cindy00000000, April 26, 2002
    • 3 replies
    • 4k views
    • 
    • david rigby
    • April 26, 2002

25. Maximum lump sum

    By FAPInJax, November 4, 2003
    • 14 replies
    • 3.3k views
    • 
    • flosfur
    • November 14, 2003

26. Maximum Lump Sum Calculation

    By Guest s.c.semler, February 7, 2011
    • 2 replies
    • 3.3k views
    • 
    • ScottR
    • February 12, 2011

27. Maximum lump sum for deferred retiree at 415 limit

    By drakecohen, April 29, 2015
    • 7 replies
    • 2.5k views
    • 
    • still learning
    • November 30, 2020

28. Maximum lump sum payable to principals

    By Dennis Povloski, July 21, 2005
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 21, 2005

29. Maximum Lump Sums under Pension Equity Act

    By Guest fiddler, June 3, 2004
    • 5 replies
    • 1.4k views
    • 
    • mwyatt
    • June 4, 2004

30. Maximum monthly benefit, Retirement age 55, as of 12/31/11

    By RayJJohnsonJr, March 26, 2012
    • 4 replies
    • 1k views
    • 
    • RayJJohnsonJr
    • March 26, 2012

31. Maximum Permissible Contribution

    By Guest MikeMiller, May 13, 2002
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 14, 2002

32. Maximum Permitted Disparity

    By Guest pension222, January 24, 2003
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • January 27, 2003

33. Maximum Tax-deductible Contribution

    By Guest Beth Wright, March 20, 2002
    • 6 replies
    • 3k views
    • 
    • Guest
    • March 20, 2002

34. May Cash Cow Plan Sponsor Deduct Contributions EEs of ASG

    By Guest EMM118, March 18, 2006
    • 5 replies
    • 2.2k views
    • 
    • SoCalActuary
    • March 23, 2006

35. May I count YOS for accrual purposes?

    By Jakyasar, June 24, 2020
    • 10 replies
    • 995 views
    • 
    • Jakyasar
    • July 22, 2020

36. Maybe a silly question about normal form

    By abanky, October 9, 2006
    • 4 replies
    • 1.6k views
    • 
    • abanky
    • October 9, 2006

37. McKay Hochman Document

    By Effen, October 14, 2010
    • 0 replies
    • 1.5k views
    • 
    • Effen
    • October 14, 2010

38. MDIB table example

    By Guest EdShill, January 9, 2012
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 9, 2012

39. meaningful benefit

    By Tom Poje, December 19, 2003
    • 2 replies
    • 1.7k views
    • 
    • Effen
    • December 19, 2003

40. Meaningful benefit operationally OK but no amendment

    By Trekker, February 23, 2012
    • 7 replies
    • 1.1k views
    • 
    • AndyH
    • February 23, 2012

41. Meaningful Benefit?

    By Guest guppy, September 3, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • September 4, 2003

42. Meaningful benefits as an actuarial assumption

    By cathyw, July 14, 2023
    • 6 replies
    • 944 views
    • 
    • cathyw
    • July 14, 2023

43. Medical Group Compensation

    By richard, March 13, 2000
    • 9 replies
    • 1.8k views
    • 
    • richard
    • April 13, 2000

44. Medical Leave and Hours of Service

    By Guest jfreeborn, November 19, 2010
    • 7 replies
    • 1.3k views
    • 
    • tymesup
    • November 23, 2010

45. Memphis IRS rejecting "99" EA prefix

    By mwyatt, June 17, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 18, 1999

46. MEP Schedule SB for the plan

    By mattmc82, June 12, 2013
    • 2 replies
    • 1.6k views
    • 
    • mattmc82
    • June 12, 2013

47. Merger of DB Plans - Overfunded Into Underfunded

    By LIBOR, August 5, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 5, 2004

48. Merger of Plans: Fiduciary Issues

    By Guest Yanks23, February 2, 2009
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • February 2, 2009

49. merger of two plans

    By Dan, April 24, 2015   

    • merger
    • deduction
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • April 24, 2015

50. Merger of underfunded Defined Benefit Plans

    By ac, September 12, 2005
    • 0 replies
    • 1.5k views
    • 
    • ac
    • September 12, 2005