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Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

  1. Interest Rate for 2005

    By Guest Bob_DB,
    • 1 reply
    • 1.1k views

  2. End of the line for cash balance plans

    By mbozek,
    • 23 replies
    • 3.1k views

  3. Initial short plan year

    By Guest lerieleech,
    • 9 replies
    • 3k views
    • Guest
    • Guest

  4. Non PBGC Termination Assets Less than Accrued Benefits

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

  5. Non-bargained staff in a multiemployer plan.

    By mal,
    • 4 replies
    • 2.3k views

  6. NAR and MVAR Calculation

    By Guest PensionNW,
    • 23 replies
    • 6.1k views

  7. Change to Career Average Formula Without Wearaway

    By LIBOR,
    • 4 replies
    • 1.8k views

  8. Creative maximum deductions for 1 participant company/plan

    By Gary,
    • 12 replies
    • 2k views

  9. ERISA, STATUTE OF LIMITATIONS

    By Guest ericdavis009,
    • 3 replies
    • 2.3k views

  10. Terminating Plan & Change of Val Date to BOY

    By flosfur,
    • 2 replies
    • 1.5k views

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

    By Guest Carol the Writer,
    • 7 replies
    • 2.1k views

  12. Disability Retirement and Definition of "Employment"

    By Christine Roberts,
    • 2 replies
    • 1.4k views

  13. Coping with FAS 106 liability - Employer cap

    By Guest Noelle,
    • 1 reply
    • 1.8k views

  14. Plan amendments, termination and conversions

    By Gary,
    • 5 replies
    • 1.9k views

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

    By Guest cde,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  16. IRS Audit - excluding a class of employees

    By Guest Mike Spickard,
    • 10 replies
    • 2.1k views
    • Guest
    • Guest

  17. Cash-Balance Client Profile

    By JAY21,
    • 2 replies
    • 1.3k views

  18. 5500 with $0 funding requirement in first plan year

    By Gary,
    • 3 replies
    • 1.4k views

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

    By mal,
    • 6 replies
    • 2.4k views

  20. FASB curtailment

    By FAPInJax,
    • 2 replies
    • 3.2k views
    • Guest
    • Guest

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

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

  22. PFEA and Lump Sums Under RR 98-1

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

  23. DB/401(k) and ER Matching

    By Guest Max Power,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  24. 412(i) --> "regular DB plan"

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

  25. DB pension investments

    By Gary,
    • 8 replies
    • 2.2k views

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

    By Guest lerieleech,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

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

    By Guest Roman,
    • 3 replies
    • 2k views

  28. Plan Termination and rollover

    By No Name,
    • 1 reply
    • 1.9k views

  29. Actuarial Equivalence

    By Guest Retina,
    • 6 replies
    • 2.6k views
    • Guest
    • Guest

  30. DB as replacement to Profit Sharing Plan

    By Guest Gordy,
    • 4 replies
    • 1.5k views

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

    By AndyH,
    • 4 replies
    • 2.3k views

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

    By Guest Why,
    • 2 replies
    • 1.4k views

  33. Funding When Early Termination is Expected

    By Guest Bob_DB,
    • 6 replies
    • 1.5k views
    • Guest
    • Guest

  34. Cash-Balance Stmt/415 Impact

    By JAY21,
    • 3 replies
    • 1.6k views

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

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

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

    By mal,
    • 13 replies
    • 3.2k views

  37. Welfare Plan to Borrow Money from Pension Plan

    By Guest ooota,
    • 2 replies
    • 1.9k views

  38. Actuarial firm in Indiana

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

  39. New Cash Balance Plans

    By Guest lerieleech,
    • 21 replies
    • 2.8k views

  40. Pension Funding Equity Act

    By Gary,
    • 17 replies
    • 3.4k views
    • Guest
    • Guest

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

    By Guest nadiarott,
    • 8 replies
    • 1.7k views
    • Guest
    • Guest

  42. Inane IRS Funding Deficienty Letter

    By Guest astonewall,
    • 4 replies
    • 1.7k views

  43. Starting a 1 person DB Plan

    By FJR,
    • 3 replies
    • 1.6k views

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

    By Guest merlin,
    • 17 replies
    • 4.7k views
    • Guest
    • Guest

  45. Normal form question

    By FAPInJax,
    • 5 replies
    • 1.9k views

  46. Lump Sum conversion to immediate J&S

    By JAY21,
    • 7 replies
    • 3.3k views
    • MGB
    • MGB

  47. 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
    • 1.4k views
    • Guest
    • Guest

  48. COntribution to a DB Plan

    By Gary,
    • 4 replies
    • 2.4k views

  49. Compensation ?

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

  50. Deduction under 404(g)(2)

    By WDIK,
    • 4 replies
    • 1.8k views
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