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Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. Does a Nondeductible Contribution Considered a Basis On Distribution?

    By Guest amadeus,
    • 2 replies
    • 1.1k views

  2. Insurance Problem

    By Dougsbpc,
    • 7 replies
    • 1.2k views

  3. 401(a)(9)-Rollovers to DB Plan

    By JAY21,
    • 2 replies
    • 1k views

  4. Normal retirement age and accruals

    By Gary,
    • 16 replies
    • 3.1k views

  5. 412i Coverage/Nondicrimination Test

    By Guest merlin,
    • 19 replies
    • 2.7k views

  6. HCE determination for the first Plan Year

    By flosfur,
    • 2 replies
    • 1.6k views

  7. 401(a)(31)(B) and non-Code qualified plans

    By Guest Glen,
    • 6 replies
    • 1.5k views
    • Alf
    • Alf

  8. Is land allowed in a DB?

    By Dennis Povloski,
    • 5 replies
    • 1.4k views
    • Guest
    • Guest

  9. DB Plans, Retroactive Annuity Starting Date

    By Guest aciepluch,
    • 1 reply
    • 1.5k views

  10. Individual aggregate funding

    By FAPInJax,
    • 9 replies
    • 2k views

  11. Cash Balance Plans - Whipsaw

    By Gary,
    • 2 replies
    • 1.6k views

  12. Pension valuations for plan years beginning in 2004

    By Gary,
    • 1 reply
    • 1.3k views

  13. short plan year quarterly required contribution dates

    By Tom Poje,
    • 12 replies
    • 3.4k views

  14. excess contribution (DB)

    By k man,
    • 4 replies
    • 1.3k views

  15. Interest Rate for 2005

    By Guest Bob_DB,
    • 1 reply
    • 885 views

  16. End of the line for cash balance plans

    By mbozek,
    • 23 replies
    • 2.4k views

  17. Initial short plan year

    By Guest lerieleech,
    • 9 replies
    • 2.7k views
    • Guest
    • Guest

  18. Non PBGC Termination Assets Less than Accrued Benefits

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

  19. Non-bargained staff in a multiemployer plan.

    By mal,
    • 4 replies
    • 1.9k views

  20. NAR and MVAR Calculation

    By Guest PensionNW,
    • 23 replies
    • 5.6k views

  21. Change to Career Average Formula Without Wearaway

    By LIBOR,
    • 4 replies
    • 1.5k views

  22. Creative maximum deductions for 1 participant company/plan

    By Gary,
    • 12 replies
    • 1.5k views

  23. ERISA, STATUTE OF LIMITATIONS

    By Guest ericdavis009,
    • 3 replies
    • 1.9k views

  24. Terminating Plan & Change of Val Date to BOY

    By flosfur,
    • 2 replies
    • 1.1k views

  25. Code Section 415(b)(1)(B) limits to a late retiree

    By Guest Carol the Writer,
    • 7 replies
    • 1.8k views

  26. Disability Retirement and Definition of "Employment"

    By Christine Roberts,
    • 2 replies
    • 1k views

  27. Coping with FAS 106 liability - Employer cap

    By Guest Noelle,
    • 1 reply
    • 1.6k views

  28. Plan amendments, termination and conversions

    By Gary,
    • 5 replies
    • 1.6k views

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

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

  30. IRS Audit - excluding a class of employees

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

  31. Cash-Balance Client Profile

    By JAY21,
    • 2 replies
    • 1k views

  32. 5500 with $0 funding requirement in first plan year

    By Gary,
    • 3 replies
    • 1.1k views

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

    By mal,
    • 6 replies
    • 2k views

  34. FASB curtailment

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

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

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

  36. PFEA and Lump Sums Under RR 98-1

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

  37. DB/401(k) and ER Matching

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

  38. 412(i) --> "regular DB plan"

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

  39. DB pension investments

    By Gary,
    • 8 replies
    • 1.7k views

  40. 401(a)(26)- meaningful benefits

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

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

    By Guest Roman,
    • 3 replies
    • 1.7k views

  42. Plan Termination and rollover

    By No Name,
    • 1 reply
    • 1.7k views

  43. Actuarial Equivalence

    By Guest Retina,
    • 6 replies
    • 2.4k views
    • Guest
    • Guest

  44. DB as replacement to Profit Sharing Plan

    By Guest Gordy,
    • 4 replies
    • 1.3k views

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

    By AndyH,
    • 4 replies
    • 2k views

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

    By Guest Why,
    • 2 replies
    • 1.3k views

  47. Funding When Early Termination is Expected

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

  48. Cash-Balance Stmt/415 Impact

    By JAY21,
    • 3 replies
    • 1.4k views

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

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

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

    By mal,
    • 13 replies
    • 2.6k views
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