Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. 412(i) conversion to tratditional DB.

   By dmb, January 12, 2001
   • 0 replies
   • 1.5k views
   • 
   • dmb
   • January 12, 2001

2. 412(i) funding

   By Guest Walt Dallas, May 25, 2001
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • June 1, 2001

3. 412(i) funding

   By Guest warocker1, December 19, 2001
   • 1 reply
   • 1.5k views
   • 
   • mwyatt
   • December 20, 2001

4. 412(i) funding and DC Plans

   By Guest Walt Dallas, July 24, 2001
   • 11 replies
   • 1.8k views
   • 
   • Guest
   • July 26, 2001

5. 412(i) Magic Language

   By Randy Watson, March 15, 2005
   • 12 replies
   • 2k views
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   • GBurns
   • March 16, 2005

6. 412(i) plan - premium not paid - how to complete Schedule B

   By Lorraine Dorsa, April 5, 2000
   • 3 replies
   • 1.5k views
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   • Guest
   • April 7, 2000

7. 412(i) plan - reduce formula

   By jkdoll2, June 8, 2009
   • 1 reply
   • 860 views
   • 
   • SoCalActuary
   • June 8, 2009

8. 412(i) Plan and Election to Participate in Announcement 2005-80 Settlement Initiative

   By Guest EMM118, January 19, 2006
   • 1 reply
   • 1.3k views
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   • SoCalActuary
   • January 20, 2006

9. 412(i) Plan and IRS Global Settlement Initiative and Penalty under Code Section 6707A

   By Guest EMM118, January 28, 2008
   • 1 reply
   • 2.3k views
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   • Guest
   • November 20, 2009

10. 412(i) Plan Audit from Hell (PART 2)

    By RayJJohnsonJr, August 22, 2009
    • 33 replies
    • 4.3k views
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    • Mike Preston
    • January 7, 2010

11. 412(i) Plan combined with DC Plan

    By Guest elem, December 9, 2004
    • 16 replies
    • 2.3k views
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    • AndyH
    • January 4, 2005

12. 412(i) plan contribution for a short plan year

    By Guest Carol the Writer, June 25, 2004
    • 0 replies
    • 906 views
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    • Guest
    • June 25, 2004

13. 412(i) plan document review

    By John Feldt ERPA CPC QPA, October 30, 2007
    • 9 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • October 31, 2007

14. 412(i) plan establishment procedures

    By Guest Richard Field, June 10, 2003
    • 16 replies
    • 8.9k views
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    • mwyatt
    • July 17, 2003

15. 412(i) plan recordkeeping

    By Alan Simpson, May 15, 2002
    • 15 replies
    • 2.8k views
    • 
    • Ron Snyder
    • May 28, 2002

16. 412(i) Plan Subject to 401(a)(26)

    By JRN, April 12, 2007
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • April 12, 2007

17. 412(i) Plan Subject to FAS 132/87 ?

    By Guest RSNOW, February 23, 2004
    • 3 replies
    • 1.3k views
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    • AndyH
    • February 24, 2004

18. 412(i) plan termination

    By jkharvey, May 13, 2008
    • 1 reply
    • 2k views
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    • Jim Norman
    • May 13, 2008

19. 412(i) plans

    By dmb, October 7, 2002
    • 3 replies
    • 1.6k views
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    • Belgarath
    • October 7, 2002

20. 412(i) Plans

    By Guest jig100, June 11, 2002
    • 12 replies
    • 2.1k views
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    • Belgarath
    • June 18, 2002

21. 412(i) plans

    By Guest Clain, June 30, 2003
    • 1 reply
    • 888 views
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    • Guest
    • July 11, 2003

22. 412(i) Plans

    By Guest merlin, January 8, 2002
    • 4 replies
    • 1.7k views
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    • Guest
    • January 9, 2002

23. 412(i) plans

    By Lori H, February 18, 2003
    • 25 replies
    • 4.2k views
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    • mwyatt
    • February 27, 2003

24. 412(i) plans

    By Guest ljelaw, July 26, 1999
    • 2 replies
    • 1.7k views
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    • Guest
    • July 31, 1999

25. 412(i) plans - the basics

    By Guest seissler, February 21, 2005
    • 34 replies
    • 6.3k views
    • 
    • AndyH
    • April 11, 2005

26. 412(i) Plans and 50% Annuity and 50% Life Insurance Mix

    By Guest Edward McElroy, October 18, 2005
    • 3 replies
    • 1.6k views
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    • FAPInJax
    • October 19, 2005

27. 412(i) Plans and forfeitures from annuity product

    By Guest picwrc, July 11, 2005
    • 4 replies
    • 1.4k views
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    • Guest
    • July 12, 2005

28. 412(i) plans subject to 415 for optional forms of benefit (e.g. lump s

    By Guest PC, September 29, 2000
    • 6 replies
    • 1.7k views
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    • Guest
    • May 17, 2001

29. 412(i) plans: trying to see through the smoke and mirrors

    By AndyH, January 29, 2003
    • 12 replies
    • 1.8k views
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    • AndyH
    • January 29, 2003

30. 412(i) Query

    By Blinky the 3-eyed Fish, May 3, 2005
    • 11 replies
    • 1.7k views
    • 
    • AndyH
    • May 13, 2005

31. 412(i) Safe Harbor

    By Guest pension222, September 18, 2002
    • 3 replies
    • 1.6k views
    • 
    • mwyatt
    • September 18, 2002

32. 412(i) with 401k s.harbor

    By MJ Hartman, November 12, 2007
    • 14 replies
    • 2.6k views
    • 
    • mwyatt
    • November 17, 2007

33. 412(i), where is the guidance?

    By Effen, January 22, 2004
    • 11 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • January 24, 2004

34. 412(l) and deductibility

    By nancy, October 23, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • October 23, 2001

35. 412e Question

    By Purplemandinga, March 12, 2021
    • 3 replies
    • 785 views
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    • ErnieG
    • March 15, 2021

36. 412e3 - RMD

    By Jakyasar, May 16, 2024
    • 2 replies
    • 684 views
    • 
    • ErnieG
    • May 17, 2024

37. 412e3 (formerly 412i) Plans

    By Gary, May 17, 2007
    • 0 replies
    • 1.9k views
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    • Gary
    • May 17, 2007

38. 412e3 (or 412i)

    By cdavis25, May 21, 2018
    • 1 reply
    • 1.1k views
    • 
    • CuseFan
    • May 22, 2018

39. 412e3 conversion to Cash balance plan - guidance reqd

    By pshah, September 26, 2019   

    • 412
    • 412(e)(3)
    • (and 4 more)

      Tagged with:

      • 412
      • 412(e)(3)
      • cb
      • cash balance plan
      • cash balance plans
      • defined benefit plan
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • September 27, 2019

40. 412i

    By Guest rubaiyat, July 18, 2002
    • 11 replies
    • 3.1k views
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    • MGB
    • July 23, 2002

41. 412i - the Next Generation ?

    By JAY21, April 21, 2004
    • 6 replies
    • 1.7k views
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    • Guest
    • April 29, 2004

42. 412i "converted" to traditional DB

    By JAY21, February 13, 2008
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • February 14, 2008

43. 412i & 419 I need help

    By Guest SaulAlbom, January 4, 2005
    • 15 replies
    • 3.4k views
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    • Ron Snyder
    • January 12, 2005

44. 412i & 436

    By Draper55, April 23, 2008
    • 0 replies
    • 867 views
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    • Draper55
    • April 23, 2008

45. 412i and 401(h)

    By Guest NPaleveda, October 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • October 10, 2001

46. 412i conversion

    By FAPInJax, May 29, 2009
    • 0 replies
    • 887 views
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    • FAPInJax
    • May 29, 2009

47. 412i Coverage

    By Guest merlin, September 7, 2005
    • 21 replies
    • 5.3k views
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    • Guest
    • February 3, 2006

48. 412i Coverage/Nondicrimination Test

    By Guest merlin, December 20, 2004
    • 19 replies
    • 2.6k views
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    • mwyatt
    • December 23, 2004

49. 412i for a Sole Proprietor

    By mwyatt, February 10, 2003
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • February 11, 2003

50. 412i or Not?

    By Guest merlin, April 21, 2006
    • 17 replies
    • 2.9k views
    • 
    • Guest
    • May 4, 2006