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Cash-Balance Plans
lump sum, then you can pay the lump sum, 401(a)(17): First of all, obviously, you have to limit the ... updates on benefits that have been limited by 401(a)(17), or if you have the interest credits on a cash-balance ...- Authors: Dale B Grant, Maria Sarli
- Date: Apr 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Public Policy
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Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
problems with the combined limit. Finally, 401 (a)(17) of course applies to these plans. The basic idea ... plan was cash-balance at the time that the 401 (a)(17) rules became effective or whether it became cash-balence ...- Authors: David Benovitz, Richard Joss, Juan N Kelly, Maria Sarli, Lloyd A Katz
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans