Defined Benefit Plans, Including Cash Balance

6,991 topics in this forum

1. Restricted Employee Calculation

   By LIBOR, January 10, 2002
   • 20 replies
   • 3.8k views
   • 
   • AndyH
   • August 15, 2002

2. DB Plans and 415 limits

   By Belgarath, January 18, 2017
   • 20 replies
   • 1.8k views
   • 
   • dan.jock
   • January 31, 2017

3. 1st year CB Plan and PPA

   By abanky, January 7, 2009
   • 20 replies
   • 2k views
   • 
   • Mike Preston
   • January 13, 2009

4. IBM case is reversed on appeal

   By Guest mjb, August 8, 2006
   • 20 replies
   • 3.5k views
   • 
   • Guest
   • August 18, 2006

5. waiver of benefits upon lplan termination

   By thepensionmaven, April 9, 2008
   • 20 replies
   • 4.9k views
   • 
   • Mike Preston
   • April 18, 2008

6. 415 limits

   By FAPInJax, September 16, 2004
   • 20 replies
   • 3.5k views
   • 
   • SoCalActuary
   • October 4, 2004

7. Allocation conditions in Cash Balance Plans

   By AndyH, October 24, 2008
   • 20 replies
   • 4k views
   • 
   • AndyH
   • October 27, 2008

8. YIKES ! Sis just got a 10K Bill

   By Guest edwardc3000, March 14, 2007
   • 20 replies
   • 3.5k views
   • 
   • Guest
   • March 21, 2007

9. Non Discrimination Testing

   By Gary, July 13, 2006
   • 20 replies
   • 5k views
   • 
   • Gary
   • August 4, 2006

10. 10-year CC annuity

    By jpod, August 31, 2017
    • 20 replies
    • 2.6k views
    • 
    • Mike Preston
    • September 1, 2017

11. Suspension of Benefits Notice

    By Effen, June 19, 2003
    • 19 replies
    • 6.4k views
    • 
    • Effen
    • September 5, 2003

12. terminated plan, last participant not responding

    By AlbanyConsultant, August 27, 2014
    • 19 replies
    • 2.4k views
    • 
    • My 2 cents
    • December 11, 2014

13. Spousal Consent

    By Pension Admin in Ohio, May 15, 2020
    • 19 replies
    • 1.1k views
    • 
    • Luke Bailey
    • May 21, 2020

14. offer 5.001% stock option-- NHCE becomes HC

    By SSRRS, September 20, 2019
    • 19 replies
    • 998 views
    • 
    • SSRRS
    • September 26, 2019

15. 412i Coverage/Nondicrimination Test

    By Guest merlin, December 20, 2004
    • 19 replies
    • 2.3k views
    • 
    • mwyatt
    • December 23, 2004

16. Cash Balance vs Defined Benefit

    By MGOAdmin, September 22, 2015   

    • CB
    • DB
    • 19 replies
    • 2.9k views
    • 
    • Effen
    • October 5, 2015

17. Compensation used for valuation

    By ac, January 14, 2003
    • 19 replies
    • 2.9k views
    • 
    • David MacLennan
    • January 15, 2003

18. General Testing of Aggregated DB/DC Plans.

    By flosfur, February 26, 2004
    • 19 replies
    • 2.7k views
    • 
    • AndyH
    • March 3, 2004

19. DB Admin software

    By R. Butler, July 22, 2005
    • 19 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2005

20. 2011 Contribution Deadline - 9/15/12 or 9/17/12

    By carrots, September 12, 2012
    • 19 replies
    • 5.2k views
    • 
    • frizzyguy
    • September 27, 2012

21. Plan amendments for the new 417(e) rules

    By John Feldt ERPA CPC QPA, October 18, 2007
    • 19 replies
    • 4.1k views
    • 
    • Guest
    • November 7, 2007

22. Trust named as beneficiary for post retirement death benefits

    By Belgarath, June 18, 2019
    • 19 replies
    • 1.6k views
    • 
    • Belgarath
    • June 21, 2019

23. Looking for clarification of permitted aggregation of DC and DB plan along with the "special gateway test"

    By Guest smhjr, July 23, 2004
    • 19 replies
    • 1.9k views
    • 
    • SoCalActuary
    • August 4, 2004

24. Value of Life Insurance

    By Guest csk, March 2, 2004
    • 19 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • March 5, 2004

25. Control Group Spousal Attribution in Community Property State

    By sgoss, September 21, 2018   

    • controlled
    • group
    • (and 3 more)

      Tagged with:

      • controlled
      • group
      • spousal attribution
      • community property
      • exception
    • 19 replies
    • 2k views
    • 
    • SoCalActuary
    • October 10, 2018