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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Funky transaction

    By Gary,
    • 7 replies
    • 1.6k views

  2. Missed Participants in a DB plan

    By Guest erepper,
    • 1 reply
    • 1k views

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

    By Guest shronesz,
    • 27 replies
    • 5.1k views

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

    By Guest Linda Ursin,
    • 11 replies
    • 5k views

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

    By Guest t936,
    • 2 replies
    • 1.6k views

  6. Post Ret Accrual after LS

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

  7. Valuing a benefit for a divorce settlement

    By dmb,
    • 5 replies
    • 1.5k views

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

    By Guest DBtech,
    • 3 replies
    • 1.5k views

  9. Funding Deficiency?

    By Gary,
    • 4 replies
    • 1.3k views

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

    By Guest f1234,
    • 1 reply
    • 1.5k views

  11. Integrated Benefit - Is AB protected?

    By Guest HaroldA,
    • 8 replies
    • 1.8k views

  12. restructuring and reasonable classification

    By AndyH,
    • 0 replies
    • 1.1k views

  13. One Election Form for 2 Cash Balance Plans

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

  14. Projected Compensation and Application of Compensation Limit

    By Guest HaroldA,
    • 1 reply
    • 1.5k views

  15. Replacement Ratios for Execs

    By Guest smstls,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  16. FSA, FFC, Max Deductions

    By Gary,
    • 2 replies
    • 1.3k views

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

    By Dennis Povloski,
    • 3 replies
    • 2.1k views

  18. Sole prop income during year of plan termination

    By dmb,
    • 5 replies
    • 1.4k views

  19. 412(i) Query

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

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

    By Guest LMalone,
    • 4 replies
    • 1.3k views

  21. Plan Loan from DB PLan

    By Gary,
    • 0 replies
    • 1.1k views

  22. Pre-participation Service

    By Gary,
    • 0 replies
    • 1.4k views

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

    By Guest JimJ,
    • 7 replies
    • 1.8k views

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

    By LIBOR,
    • 6 replies
    • 1.8k views

  25. In-service distribution and subsequent benefits

    By Guest HaroldA,
    • 4 replies
    • 1.4k views

  26. MGB

    By Guest Harry O,
    • 8 replies
    • 2.1k views
    • Guest
    • Guest

  27. DB/DC Combined Deductible Limit

    By LIBOR,
    • 11 replies
    • 2.3k views

  28. Early Retirement Window Non-Discrimination Testing

    By ubermax,
    • 0 replies
    • 1.9k views

  29. Plan Conversion, Compliance

    By Gary,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  30. Required Interest Credit for Mandatory Contributions

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

  31. Premium brain cramp check EOY valuation

    By mwyatt,
    • 0 replies
    • 1.1k views

  32. Late Quarterly Interest

    By Guest guppy,
    • 3 replies
    • 1.4k views

  33. Deemed Uniformity & 401(l)

    By LIBOR,
    • 0 replies
    • 1k views

  34. EOY Valuation and Accrued Benefit Cost Method

    By Guest Mike Spickard,
    • 1 reply
    • 1.8k views

  35. Paying Out Employee Contributions First

    By Guest fcdeacy,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  36. 94 Gar Qx

    By No Name,
    • 1 reply
    • 1.4k views

  37. Lump sum interest rate for 2005

    By rcline46,
    • 13 replies
    • 1.9k views

  38. Tax exemption for 3/4 accidental disability pension (on the job incurred)

    By joel,
    • 2 replies
    • 1.4k views

  39. Exemption from Excise Tax on Certain Non-Deductible Contributions in DB Plans after 2001

    By Dennis Povloski,
    • 3 replies
    • 1.5k views

  40. Statement With Information Reported on Form SSA

    By Guest cjk,
    • 5 replies
    • 1.5k views

  41. Heinz/Rev. Proc. 2005-23

    By Randy Watson,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  42. Schedule SSA - listing of those reported

    By Guest Marino13,
    • 12 replies
    • 2.3k views

  43. Changing vesting

    By Guest The Pension Kid,
    • 2 replies
    • 1.5k views

  44. Client disclosure

    By Gary,
    • 4 replies
    • 1.2k views

  45. Can a salary scale be used with Level Dollar Individual Aggregate funding method?

    By Guest billkalke,
    • 2 replies
    • 1.1k views

  46. Interest Rate for Normal Cost Calculation

    By Guest Bob_DB,
    • 28 replies
    • 4k views
    • Guest
    • Guest

  47. Short term military leave and USERRA

    By Guest forum4,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  48. Bad QDRO-What to do?

    By AndyH,
    • 8 replies
    • 1.5k views

  49. Potential Age Disrimination

    By Dougsbpc,
    • 2 replies
    • 1.2k views

  50. In-kind contribution and minimum funding

    By Guest Nineteen,
    • 6 replies
    • 2.2k views
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