Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. non-PBGC interest rate in plan - must give greater of PBGC rate or non

   By EGB, December 28, 1999
   • 2 replies
   • 1.5k views
   • 
   • Gary
   • January 11, 2000

2. Non-PBGC Plan Term with Surplus Assets

   By jpm56, August 6, 2018   

   • excess assets
   • surplus assets
   • (and 3 more)

     Tagged with:

     • excess assets
     • surplus assets
     • non-pbgc
     • pbgc
     • plan termination
   • 0 replies
   • 918 views
   • 
   • jpm56
   • August 6, 2018

3. Non-Profit Enties-special opportunities

   By JAY21, November 29, 2005
   • 2 replies
   • 1.4k views
   • 
   • SoCalActuary
   • December 1, 2005

4. non-profit entity - "maximum" contribution

   By Effen, October 20, 2003
   • 4 replies
   • 1.4k views
   • 
   • Mike Preston
   • October 21, 2003

5. Non-Profit equals No 404 Limit ?

   By JAY21, September 17, 2007
   • 6 replies
   • 1.9k views
   • 
   • JAY21
   • September 20, 2007

6. Non-Profit Organization with DB & DC Plans

   By JAY21, March 22, 2012
   • 4 replies
   • 944 views
   • 
   • movedon
   • March 22, 2012

7. Non-profit Qualified Plan Contributions Maximum

   By Guest CNB, May 12, 2004
   • 1 reply
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • May 13, 2004

8. Non-Profits & HCEs

   By JAY21, June 14, 2006
   • 15 replies
   • 4.5k views
   • 
   • SoCalActuary
   • June 25, 2006

9. Non-qualifed supplemental plan with SFAS 87 accounting

   By david rigby, January 18, 2001
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • January 19, 2001

10. non-qualified defined benefit plan

    By abanky, December 11, 2009
    • 6 replies
    • 1.9k views
    • 
    • XTitan
    • December 15, 2009

11. NON-QUALIFYING ASSETS

    By Guest dbgirl, February 20, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 20, 2007

12. Non-safe harbor Floor-Offset Plan

    By Guest merlin, April 25, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 29, 2002

13. Non-sex discriminatory mortality tables

    By rocknrolls2, August 21, 2025
    • 4 replies
    • 4k views
    • 
    • david rigby
    • August 22, 2025

14. Non-spousal beneficiaries

    By rcline46, April 27, 2012
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • April 27, 2012

15. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026, September 26, 2023
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • September 28, 2023

16. non-spouse beneficiary more than 10 years younger

    By Guest kjk, November 8, 2002
    • 4 replies
    • 2.7k views
    • 
    • RTK
    • November 11, 2002

17. Non-spouse beneficiary required begin date

    By BCGEA, September 14, 2017   

    • death benefit
    • rbd
    • (and 1 more)

      Tagged with:

      • death benefit
      • rbd
      • 401(a)(9)
    • 1 reply
    • 554 views
    • 
    • SoCalActuary
    • September 14, 2017

18. Non-spouse beneficiary rules under PPA

    By Guest Peggy806, January 9, 2009
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • January 9, 2009

19. Non-taxable contributions in the 1099R/EPCRS correction

    By With Appreciation...., January 2, 2019
    • 9 replies
    • 1.6k views
    • 
    • Larry Starr
    • January 4, 2019

20. Nondeductible Contribution

    By DavidO, August 12, 2024
    • 4 replies
    • 920 views
    • 
    • DavidO
    • August 12, 2024

21. Nondeductible Contribution

    By Blinky the 3-eyed Fish, August 23, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 23, 2002

22. Nondeductible contribution in plan/plan termination

    By Guest saeissler, April 28, 2006
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • May 1, 2006

23. Nondeductible contribution to sole proprietor DB plan

    By Guest Pennysaver, September 9, 2011
    • 8 replies
    • 3.8k views
    • 
    • Belgarath
    • November 14, 2011

24. Nondeductible Contributions

    By pensionam, August 27, 2025
    • 3 replies
    • 1.8k views
    • 
    • Lou S.
    • August 27, 2025

25. Nondiscrimination

    By FAPInJax, October 14, 2004
    • 0 replies
    • 987 views
    • 
    • FAPInJax
    • October 14, 2004

26. Nondiscrimination and cash balance

    By FAPInJax, December 12, 2003
    • 0 replies
    • 1.1k views
    • 
    • FAPInJax
    • December 12, 2003

27. Nondiscrimination Question 410(b)

    By Mister Met, September 21, 2011
    • 3 replies
    • 1k views
    • 
    • AndyH
    • September 21, 2011

28. Nondiscrimination testing

    By FAPInJax, July 7, 2006
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • July 12, 2006

29. Nondiscrimination testing

    By FAPInJax, June 9, 2009
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • June 15, 2009

30. Nondiscrimination Testing - Different Measurement Periods?

    By CuseFan, March 6, 2018
    • 3 replies
    • 899 views
    • 
    • Mike Preston
    • March 7, 2018

31. Nondiscrimination testing and early retirement

    By FAPInJax, July 1, 2008
    • 0 replies
    • 865 views
    • 
    • FAPInJax
    • July 1, 2008

32. Nondiscrimination Testing Floor Offset

    By Young Curmudgeon, October 22, 2010
    • 0 replies
    • 1k views
    • 
    • Young Curmudgeon
    • October 22, 2010

33. Nondiscrimination Testing in an Early Retirement Window

    By ERISA-Bubs, September 25, 2018
    • 3 replies
    • 1.1k views
    • 
    • Cloudy
    • September 26, 2018

34. Nondiscrimination Testing in Conjunction With a Window

    By LIBOR, June 7, 2005
    • 0 replies
    • 1.2k views
    • 
    • LIBOR
    • June 7, 2005

35. Nondiscrimination testing of Cash Balance plans

    By Guest TedMunice, September 29, 2006
    • 2 replies
    • 2.4k views
    • 
    • SoCalActuary
    • October 13, 2006

36. Nondiscrimination with participant beyond NRA

    By FAPInJax, December 19, 2003
    • 0 replies
    • 1k views
    • 
    • FAPInJax
    • December 19, 2003

37. Nondiscriminatory Classification Test

    By Gary, August 8, 2006
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • August 10, 2006

38. Nonresponsive Participants in Terminating DB Plan

    By BH1528, December 5, 2018
    • 3 replies
    • 1.3k views
    • 
    • BH1528
    • December 5, 2018

39. Normal form question

    By FAPInJax, November 17, 2004
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2004

40. Normal ret age amendment

    By Gary, December 22, 2010
    • 6 replies
    • 1.1k views
    • 
    • Gary
    • December 23, 2010

41. Normal Retirement Age

    By luissaha, February 20, 2008
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 20, 2008

42. Normal Retirement Age

    By SteveH, October 18, 2005
    • 4 replies
    • 3.2k views
    • 
    • david rigby
    • October 19, 2005

43. Normal Retirement Age

    By Gary, October 21, 2009
    • 0 replies
    • 907 views
    • 
    • Gary
    • October 21, 2009

44. Normal Retirement Age

    By Randy Watson, April 8, 2008
    • 2 replies
    • 1.4k views
    • 
    • Randy Watson
    • April 15, 2008

45. Normal Retirement Age

    By Gary, May 7, 2009
    • 7 replies
    • 2.3k views
    • 
    • SoCalActuary
    • May 7, 2009

46. Normal Retirement Age

    By John Feldt ERPA CPC QPA, May 11, 2009
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 11, 2009

47. Normal Retirement Age Amendment - Need help

    By amoy, March 19, 2015
    • 9 replies
    • 3k views
    • 
    • Effen
    • March 20, 2015

48. Normal retirement age and accruals

    By Gary, December 20, 2004
    • 16 replies
    • 3k views
    • 
    • mbozek
    • December 23, 2004

49. normal retirement age forfeitures due to 415

    By Draper55, August 14, 2019
    • 5 replies
    • 1.8k views
    • 
    • Doc Ument
    • August 15, 2019

50. Normal Retirement Age under 62

    By John Feldt ERPA CPC QPA, October 6, 2010
    • 4 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 7, 2010