Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Non-qualifed supplemental plan with SFAS 87 accounting

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

2. non-qualified defined benefit plan

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

3. NON-QUALIFYING ASSETS

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

4. Non-safe harbor Floor-Offset Plan

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

5. Non-sex discriminatory mortality tables

   By rocknrolls2, August 21
   • 4 replies
   • 3.8k views
   • 
   • david rigby
   • August 22

6. Non-spousal beneficiaries

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

7. Non-Spouse Beneficiary for Cash Balance Plan

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

8. non-spouse beneficiary more than 10 years younger

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

9. 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
   • 533 views
   • 
   • SoCalActuary
   • September 14, 2017

10. Non-spouse beneficiary rules under PPA

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

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

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

12. Nondeductible Contribution

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

13. Nondeductible Contribution

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

14. Nondeductible contribution in plan/plan termination

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

15. Nondeductible contribution to sole proprietor DB plan

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

16. Nondeductible Contributions

    By pensionam, August 27
    • 3 replies
    • 1.7k views
    • 
    • Lou S.
    • August 27

17. Nondiscrimination

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

18. Nondiscrimination and cash balance

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

19. Nondiscrimination Question 410(b)

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

20. Nondiscrimination testing

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

21. Nondiscrimination testing

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

22. Nondiscrimination Testing - Different Measurement Periods?

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

23. Nondiscrimination testing and early retirement

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

24. Nondiscrimination Testing Floor Offset

    By Young Curmudgeon, October 22, 2010
    • 0 replies
    • 995 views
    • 
    • Young Curmudgeon
    • October 22, 2010

25. Nondiscrimination Testing in an Early Retirement Window

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

26. Nondiscrimination Testing in Conjunction With a Window

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

27. Nondiscrimination testing of Cash Balance plans

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

28. Nondiscrimination with participant beyond NRA

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

29. Nondiscriminatory Classification Test

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

30. Nonresponsive Participants in Terminating DB Plan

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

31. Normal form question

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

32. Normal ret age amendment

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

33. Normal Retirement Age

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

34. Normal Retirement Age

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

35. Normal Retirement Age

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

36. Normal Retirement Age

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

37. Normal Retirement Age

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

38. 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

39. Normal Retirement Age Amendment - Need help

    By amoy, March 19, 2015
    • 9 replies
    • 2.9k views
    • 
    • Effen
    • March 20, 2015

40. Normal retirement age and accruals

    By Gary, December 20, 2004
    • 16 replies
    • 2.9k views
    • 
    • mbozek
    • December 23, 2004

41. normal retirement age forfeitures due to 415

    By Draper55, August 14, 2019
    • 5 replies
    • 1.7k views
    • 
    • Doc Ument
    • August 15, 2019

42. 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

43. Normalization of benefits for nondiscrimination

    By FAPInJax, July 2, 2008
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 2, 2008

44. Not PBGC Covered? Substantial Owner Plan?

    By justanotheradmin, January 31, 2019
    • 1 reply
    • 586 views
    • 
    • Calavera
    • February 1, 2019

45. Notice 2007-28

    By Penman2006, April 28, 2008
    • 2 replies
    • 1.3k views
    • 
    • Penman2006
    • April 29, 2008

46. Notice 2007-28

    By Penman2006, March 13, 2007
    • 32 replies
    • 7.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 23, 2007

47. Notice 2007-69 NRA Change

    By Penman2006, December 3, 2010
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • December 7, 2010

48. Notice 2009-68 statement aboutdirect rollover of after-tax contributions

    By Everett Moreland, December 3, 2009
    • 7 replies
    • 2.6k views
    • 
    • david rigby
    • March 29, 2010

49. Notice 2015-49

    By Andy the Actuary, July 12, 2015
    • 40 replies
    • 5.3k views
    • 
    • figure 8
    • August 20, 2015

50. Notice for Participants Ineligibility

    By Guest wwest, February 11, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 11, 2000