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Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

  1. Disability Retirement and Definition of "Employment"

    By Christine Roberts,
    • 2 replies
    • 1k views

  2. Coping with FAS 106 liability - Employer cap

    By Guest Noelle,
    • 1 reply
    • 1.6k views

  3. Plan amendments, termination and conversions

    By Gary,
    • 5 replies
    • 1.6k views

  4. Required minimum distributions - active over 70 1/2

    By Guest cde,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  5. IRS Audit - excluding a class of employees

    By Guest Mike Spickard,
    • 10 replies
    • 1.7k views
    • Guest
    • Guest

  6. Cash-Balance Client Profile

    By JAY21,
    • 2 replies
    • 1k views

  7. 5500 with $0 funding requirement in first plan year

    By Gary,
    • 3 replies
    • 1.1k views

  8. Plan did not learn of death until 5 years later...What effect on distribution to a beneficiary?

    By mal,
    • 6 replies
    • 2k views

  9. FASB curtailment

    By FAPInJax,
    • 2 replies
    • 2.6k views
    • Guest
    • Guest

  10. Ensuring maximum lump sums for 2004 and 2005 due to PFEA

    By Gary,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  11. PFEA and Lump Sums Under RR 98-1

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

  12. DB/401(k) and ER Matching

    By Guest Max Power,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  13. 412(i) --> "regular DB plan"

    By Guest texasactuary,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  14. DB pension investments

    By Gary,
    • 8 replies
    • 1.7k views

  15. 401(a)(26)- meaningful benefits

    By Guest lerieleech,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  16. Minimum DB/DC Gateway for terminated participants w/1,000 hrs.

    By Guest Roman,
    • 3 replies
    • 1.7k views

  17. Plan Termination and rollover

    By No Name,
    • 1 reply
    • 1.6k views

  18. Actuarial Equivalence

    By Guest Retina,
    • 6 replies
    • 2.3k views
    • Guest
    • Guest

  19. DB as replacement to Profit Sharing Plan

    By Guest Gordy,
    • 4 replies
    • 1.3k views

  20. Schedule B issues with funding deficiency. method change, and FFL

    By AndyH,
    • 4 replies
    • 1.9k views

  21. Are DB plan assets rollable to a qualified plan?

    By Guest Why,
    • 2 replies
    • 1.3k views

  22. Funding When Early Termination is Expected

    By Guest Bob_DB,
    • 6 replies
    • 1.3k views
    • Guest
    • Guest

  23. Cash-Balance Stmt/415 Impact

    By JAY21,
    • 3 replies
    • 1.4k views

  24. Do 401(h) participants count for DB 5500 purposes?

    By Guest kjk,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  25. "Spouse" can produce no evidence of legal marriage.

    By mal,
    • 13 replies
    • 2.5k views

  26. Welfare Plan to Borrow Money from Pension Plan

    By Guest ooota,
    • 2 replies
    • 1.6k views

  27. Actuarial firm in Indiana

    By MarZDoates,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  28. New Cash Balance Plans

    By Guest lerieleech,
    • 21 replies
    • 2.2k views

  29. Pension Funding Equity Act

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

  30. terminating DB Plan and establishing 403(b) plan

    By Guest nadiarott,
    • 8 replies
    • 1.4k views
    • Guest
    • Guest

  31. Inane IRS Funding Deficienty Letter

    By Guest astonewall,
    • 4 replies
    • 1.3k views

  32. Starting a 1 person DB Plan

    By FJR,
    • 3 replies
    • 1.3k views

  33. Deduction Limit Under 404(a)(1)(D)(iv)

    By Guest merlin,
    • 17 replies
    • 4.2k views
    • Guest
    • Guest

  34. Normal form question

    By FAPInJax,
    • 5 replies
    • 1.6k views

  35. Lump Sum conversion to immediate J&S

    By JAY21,
    • 7 replies
    • 2.9k views
    • MGB
    • MGB

  36. Is a lump sum distribution to a NHCE subject to recapture if plan terminates? Also, what are the current PBGC guaranteed early retirement monthly maximums?

    By Guest Carol the Writer,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  37. COntribution to a DB Plan

    By Gary,
    • 4 replies
    • 1.8k views

  38. Compensation ?

    By Guest penman,
    • 0 replies
    • 953 views
    • Guest
    • Guest

  39. Deduction under 404(g)(2)

    By WDIK,
    • 4 replies
    • 1.5k views

  40. "Taxable Period" For Correction of a funding Deficiency

    By Guest merlin,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  41. Gray Book 2005

    By david rigby,
    • 3 replies
    • 2.6k views

  42. Retroactive Application Of EGTRRA Comp Limit

    By Guest merlin,
    • 5 replies
    • 1.3k views
    • MGB
    • MGB

  43. participant count for deficit reduction contribution

    By Guest jbbangell,
    • 1 reply
    • 1.3k views

  44. Anyone know of checklist for required elements of distribution packet?

    By mal,
    • 3 replies
    • 1.3k views

  45. When do you start calculating break in service?

    By Guest fcdeacy,
    • 1 reply
    • 1.3k views

  46. Revoking the Irrevocable

    By Guest erisafried,
    • 14 replies
    • 2.4k views
    • Guest
    • Guest

  47. Terminating a non-PBGC covered DB Plan with insufficient assets

    By himt4,
    • 9 replies
    • 3.6k views

  48. Is this definition of "accrued benefit" legal?

    By Guest Dave Peckham,
    • 10 replies
    • 1.8k views

  49. Distribution of Employee Contributions at Termination

    By Guest Bob_DB,
    • 18 replies
    • 2.5k views

  50. Permanency Issue

    By austin3515,
    • 6 replies
    • 2.7k views
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