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Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. EIN for Pension Trust

    By Guest calcu,
    • 2 replies
    • 2.5k views

  2. Reasonable Funding Method

    By flosfur,
    • 6 replies
    • 1.6k views

  3. Waiving Benefits by Shareholders

    By Guest Rob Kobrine,
    • 10 replies
    • 1.7k views

  4. Help Interpreting LR Increase

    By mwyatt,
    • 12 replies
    • 1.6k views

  5. Flat Dollar Contribution, requires cash-balance arrangment ?

    By JAY21,
    • 3 replies
    • 1.6k views

  6. Nondiscrimination Testing in Conjunction With a Window

    By LIBOR,
    • 0 replies
    • 1.2k views

  7. Company life insurance reimburse DB trust?

    By Guest Nautical,
    • 6 replies
    • 1.6k views

  8. valuing a benefit for QDRO

    By dmb,
    • 8 replies
    • 1.7k views

  9. Fiduciary with insider information

    By Guest allisonperry,
    • 1 reply
    • 1.2k views

  10. Change in funding method

    By dmb,
    • 1 reply
    • 1.1k views

  11. Projecting Benefits With a Salary Scale, Funding Without

    By Guest merlin,
    • 3 replies
    • 1.2k views

  12. If a client implemented a DB plan and then in a year or so filed bankruptcy, would the money in the DB plan be protected or would "preferential treatment" apply?

    By Guest Donna Neuhauser,
    • 8 replies
    • 1.5k views

  13. Underfunded frozen plan

    By Effen,
    • 10 replies
    • 2.5k views
    • Guest
    • Guest

  14. Cash Balance Plan meaningful benefit

    By Guest elem,
    • 2 replies
    • 1.8k views

  15. New Proposed 415 Regulations

    By SoCalActuary,
    • 18 replies
    • 2.8k views

  16. Cash Balance Plans with different levels of benefits and backloading issue.

    By Guest ymoore,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  17. PBGC's long-term viability?

    By Guest BritishJourno,
    • 1 reply
    • 1.2k views

  18. Funky transaction

    By Gary,
    • 7 replies
    • 1.7k views

  19. Missed Participants in a DB plan

    By Guest erepper,
    • 1 reply
    • 1k views

  20. Does highest 3-year compensation figure of 415(b) have to be adjusted

    By Guest shronesz,
    • 27 replies
    • 5.2k views

  21. In a final average pay plan, is it customary to lock in any prior year

    By Guest Linda Ursin,
    • 11 replies
    • 5.1k views

  22. Conversion from Final Average Pay Plan to Career Average Pay Plan

    By Guest t936,
    • 2 replies
    • 1.6k views

  23. Post Ret Accrual after LS

    By Guest penman,
    • 3 replies
    • 1.3k views
    • Guest
    • Guest

  24. Valuing a benefit for a divorce settlement

    By dmb,
    • 5 replies
    • 1.5k views

  25. Government plan employee group wants their share of unallocated fund transferred to 401(k) plan

    By Guest DBtech,
    • 3 replies
    • 1.5k views

  26. Funding Deficiency?

    By Gary,
    • 4 replies
    • 1.3k views

  27. Top Heavy Determination - DB Plan Termination and 401(k) Adoption

    By Guest f1234,
    • 1 reply
    • 1.5k views

  28. Integrated Benefit - Is AB protected?

    By Guest HaroldA,
    • 8 replies
    • 1.8k views

  29. restructuring and reasonable classification

    By AndyH,
    • 0 replies
    • 1.1k views

  30. One Election Form for 2 Cash Balance Plans

    By Guest ircreader,
    • 11 replies
    • 1.3k views
    • Guest
    • Guest

  31. Projected Compensation and Application of Compensation Limit

    By Guest HaroldA,
    • 1 reply
    • 1.5k views

  32. Replacement Ratios for Execs

    By Guest smstls,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  33. FSA, FFC, Max Deductions

    By Gary,
    • 2 replies
    • 1.3k views

  34. Residual intrest credited to plan account after final 5500 filed

    By Dennis Povloski,
    • 3 replies
    • 2.1k views

  35. Sole prop income during year of plan termination

    By dmb,
    • 5 replies
    • 1.4k views

  36. 412(i) Query

    By Blinky the 3-eyed Fish,
    • 11 replies
    • 1.7k views

  37. Employer wants to rescind DBP during first year; does not want the plan.

    By Guest LMalone,
    • 4 replies
    • 1.3k views

  38. Plan Loan from DB PLan

    By Gary,
    • 0 replies
    • 1.1k views

  39. Pre-participation Service

    By Gary,
    • 0 replies
    • 1.5k views

  40. Owner/HCE Participant Exclusion - New Cash Balance Plan

    By Guest JimJ,
    • 7 replies
    • 1.8k views

  41. Is This a Loophole ? Or , What Am I Missing ?

    By LIBOR,
    • 6 replies
    • 1.9k views

  42. In-service distribution and subsequent benefits

    By Guest HaroldA,
    • 4 replies
    • 1.4k views

  43. MGB

    By Guest Harry O,
    • 8 replies
    • 2.2k views
    • Guest
    • Guest

  44. DB/DC Combined Deductible Limit

    By LIBOR,
    • 11 replies
    • 2.3k views

  45. Early Retirement Window Non-Discrimination Testing

    By ubermax,
    • 0 replies
    • 1.9k views

  46. Plan Conversion, Compliance

    By Gary,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  47. Required Interest Credit for Mandatory Contributions

    By Guest smstls,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  48. Premium brain cramp check EOY valuation

    By mwyatt,
    • 0 replies
    • 1.1k views

  49. Late Quarterly Interest

    By Guest guppy,
    • 3 replies
    • 1.4k views

  50. Deemed Uniformity & 401(l)

    By LIBOR,
    • 0 replies
    • 1k views
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