Defined Benefit Plans, Including Cash Balance

6,993 topics in this forum

1. Death of nonhighly compensation employee

   By Egold, November 30, 2023
   • 11 replies
   • 687 views
   • 
   • Egold
   • December 1, 2023

2. Maximum 415 Accrued Benefit for Cash Balance Plan

   By ac, December 1, 2023
   • 7 replies
   • 602 views
   • 
   • Jakyasar
   • December 1, 2023

3. HCE excluded from allocation

   By Jakyasar, November 22, 2023
   • 9 replies
   • 381 views
   • 
   • CuseFan
   • November 29, 2023

4. Distribution from Underfunded Cash Balance Plan

   By RamblinWreck24, November 22, 2023
   • 8 replies
   • 841 views
   • 
   • Effen
   • November 28, 2023

5. Market Based Cash Balance Plan - Interest Crediting Rate Assumption

   By SCooper, November 28, 2023   

   • cash balance
   • interest credit
   • (and 2 more)

     Tagged with:

     • cash balance
     • interest credit
     • valuation assumptions
     • funding requirements
   • 0 replies
   • 177 views
   • 
   • SCooper
   • November 28, 2023

6. Is my plan TH?

   By truphao, November 26, 2023
   • 3 replies
   • 249 views
   • 
   • truphao
   • November 27, 2023
7. What if a lull in between employers medical and Medicare A&B

   Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)

8. 415 Max Payout question

   By Lou S., November 21, 2023
   • 5 replies
   • 243 views
   • 
   • truphao
   • November 22, 2023

9. Any relief for missed RMDs for a non-eligible designated beneficiary of a DB plan participant?

   By David Peckham, November 20, 2023
   • 1 reply
   • 361 views
   • 
   • Lou S.
   • November 20, 2023

10. Removal of DC contribution in excess of 6%

    By truphao, November 17, 2023
    • 6 replies
    • 406 views
    • 
    • Bird
    • November 17, 2023

11. Municipal/Governmental DB Plans

    By truphao, November 16, 2023
    • 9 replies
    • 455 views
    • 
    • Liz Hallam
    • November 17, 2023

12. Can't project 415 limits for Funding?

    By NonObserver, November 9, 2023   

    • 415
    • asop 27
    • (and 1 more)

      Tagged with:

      • 415
      • asop 27
      • funding
    • 5 replies
    • 367 views
    • 
    • NonObserver
    • November 16, 2023

13. Cash Balance - Minimum Participation Failure - How to Correct?

    By waid10, November 12, 2023
    • 6 replies
    • 424 views
    • 
    • Jakyasar
    • November 13, 2023

14. Cash Balance Plan - In-Service Distribution (Rollover to IRA) Permitted?

    By waid10, November 10, 2023
    • 8 replies
    • 801 views
    • 
    • Jakyasar
    • November 13, 2023

15. Did the United States pay a $127 million subsidy counting 3,479 dead people?

    By Peter Gulia, November 4, 2023
    • 5 replies
    • 372 views
    • 
    • CuseFan
    • November 9, 2023

16. Vesting & Plan Termination

    By metsfan026, November 3, 2023
    • 7 replies
    • 468 views
    • 
    • Bird
    • November 7, 2023

17. Annuity Buy-in Liability Calculation

    By LarryDavid, October 31, 2023
    • 3 replies
    • 324 views
    • 
    • acm_acm
    • November 6, 2023

18. ProVal Rate Hike

    By Rball4, October 29, 2023
    • 2 replies
    • 383 views
    • 
    • AndyH
    • October 31, 2023

19. Terminating a DB Plan to open a CB Plan

    By metsfan026, October 26, 2023
    • 4 replies
    • 334 views
    • 
    • Jakyasar
    • October 26, 2023

20. 415 or other limit on Cash Balance "contribution"

    By TPApril, October 21, 2023
    • 5 replies
    • 367 views
    • 
    • Jakyasar
    • October 26, 2023

21. Table of Annual Accruals

    By austin3515, October 25, 2023
    • 1 reply
    • 178 views
    • 
    • Bri
    • October 26, 2023

22. Form 5310-A actuarial attachment

    By david rigby, October 24, 2023
    • 1 reply
    • 174 views
    • 
    • Luke Bailey
    • October 26, 2023

23. End of Year to Beginning of Year Valuation

    By Dougsbpc, October 25, 2023
    • 1 reply
    • 181 views
    • 
    • Lou S.
    • October 25, 2023

24. Can we remove "Suspension of Benefits" provisions?

    By ERISA-Bubs, September 28, 2023
    • 4 replies
    • 462 views
    • 
    • Draper55
    • October 25, 2023

25. 8.5 months after a mid month date..plan termination

    By Draper55, October 23, 2023
    • 1 reply
    • 450 views
    • 
    • CuseFan
    • October 24, 2023