Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Maximum Contribution to a Cash Balance Plan ?

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

2. Maximum Contributions

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

3. Maximum Contributions for Self-Employed Individual

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

4. Maximum Deductible Contribution - PPA

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

5. Maximum Deductible Contribution for CB Plan

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

6. Maximum Deductible Contribution for Partner

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

7. Maximum deductible contribution for the DB plan

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

8. Maximum Deductible CoOntribution

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

9. Maximum Deduction and Calculation of Funding Target

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

10. 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

11. Maximum Deduction under 404(0)

    By Guest DCquestioner, September 22, 2008
    • 11 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 23, 2008

12. Maximum deductions

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

13. Maximum Distribution

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

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

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

15. maximum hypothetic balance in cash balance plan

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

16. Maximum Legal Vesting Period for Part Time Employees?

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

17. Maximum lump sum

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

18. Maximum Lump Sum Calculation

    By Guest s.c.semler, February 7, 2011
    • 2 replies
    • 3.2k views
    • 
    • ScottR
    • February 12, 2011

19. Maximum lump sum for deferred retiree at 415 limit

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

20. 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

21. Maximum Lump Sums under Pension Equity Act

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

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

    By RayJJohnsonJr, March 26, 2012
    • 4 replies
    • 980 views
    • 
    • RayJJohnsonJr
    • March 26, 2012

23. Maximum Permissible Contribution

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

24. Maximum Permitted Disparity

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

25. Maximum Tax-deductible Contribution

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

26. 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

27. May I count YOS for accrual purposes?

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

28. Maybe a silly question about normal form

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

29. McKay Hochman Document

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

30. MDIB table example

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

31. meaningful benefit

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

32. Meaningful benefit operationally OK but no amendment

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

33. Meaningful Benefit?

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

34. Meaningful benefits as an actuarial assumption

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

35. Medical Group Compensation

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

36. Medical Leave and Hours of Service

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

37. Memphis IRS rejecting "99" EA prefix

    By mwyatt, June 17, 1999
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • June 18, 1999

38. MEP Schedule SB for the plan

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

39. Merger of DB Plans - Overfunded Into Underfunded

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

40. Merger of Plans: Fiduciary Issues

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

41. merger of two plans

    By Dan, April 24, 2015   

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

42. Merger of underfunded Defined Benefit Plans

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

43. Merger Question

    By ndj2377, February 25, 2015
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 25, 2015

44. Merger Vesting Calculations

    By Guest lawfive, June 17, 2011
    • 1 reply
    • 849 views
    • 
    • Andy the Actuary
    • June 17, 2011

45. Merging an underfunded DB Plan.

    By Guest, November 28, 2000
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • November 29, 2000

46. Merging plans

    By david rigby, January 9, 2002
    • 4 replies
    • 2.1k views
    • 
    • MGB
    • January 11, 2002

47. Merging Two DB Plans

    By mming, June 18, 2009
    • 9 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • June 18, 2009

48. messed up plan

    By Gary, June 23, 2011
    • 10 replies
    • 1.9k views
    • 
    • Gary
    • July 15, 2011

49. Method Change + Auto Approval

    By David, July 6, 2010
    • 3 replies
    • 1.4k views
    • 
    • David
    • July 7, 2010

50. Method for Allocating Excess Assets in DB Plan

    By Guest YATPA, March 19, 2004
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • March 22, 2004