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Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

  1. Death Benefit after RMD's Begin

    By JBones,
    • 1 reply
    • 1.3k views

  2. short plan year to accelerate 415(e) repeal date?

    By Lorraine Dorsa,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  3. Retroactive Amendment of Interest Credit Timing

    By waid10,
    • 1 reply
    • 597 views

  4. Minimum Distributions

    By Guest Gumby,
    • 1 reply
    • 1.3k views

  5. Excess contribution due to prefunding balance

    By dmb,
    • 1 reply
    • 640 views

  6. Average Retirement Age

    By Dawn Hafner,
    • 1 reply
    • 1.7k views

  7. Waivers of the Minimum Funding Standard

    By jwallace,
    • 1 reply
    • 1.4k views

  8. Missed Participants in a DB plan

    By Guest erepper,
    • 1 reply
    • 1k views

  9. split-dollar reporting

    By Guest jigpsu,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  10. 2007 General Test Failure

    By ubermax,
    • 1 reply
    • 1k views

  11. Additional Funding Relief

    By dmb,
    • 1 reply
    • 858 views

  12. Valaution & Sch B for the Year of Plan Termination

    By flosfur,
    • 1 reply
    • 1k views

  13. Any Movement from the IRS under 2005-80 Settlement Initiative for 412(i) Plans?

    By Guest EMM118,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  14. Roth IRA

    By carrots,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  15. Adopted new NRD amendment, paid in-service

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 943 views

  16. Schedule SB - line 15

    By Dinosaur,
    • 1 reply
    • 1.1k views

  17. affiliated service group and 401(a)(26)

    By emmetttrudy,
    • 1 reply
    • 946 views

  18. Interest Rate for 2005

    By Guest Bob_DB,
    • 1 reply
    • 879 views

  19. Excess Credit Balance Election

    By Andy the Actuary,
    • 1 reply
    • 1k views

  20. Change in Valuation Date

    By Guest chuckb,
    • 1 reply
    • 1.3k views

  21. Employees over age 70-1/2

    By richard,
    • 1 reply
    • 1.6k views

  22. cash balance plan early retirement subsidy?

    By Guest RBeck,
    • 1 reply
    • 1.7k views
    • Gary
    • Gary

  23. FICA wages used for SSLI payment option

    By Guest nic,
    • 1 reply
    • 1.8k views

  24. Public Employee with outside earned income

    By Dougsbpc,
    • 1 reply
    • 1.4k views

  25. Maximizing Lump Sum Distribution

    By bvhea,
    • 1 reply
    • 1.3k views

  26. Pre-Plan Year Credit Balance Election

    By Andy the Actuary,
    • 1 reply
    • 1.1k views

  27. 415 lump sum

    By Mister Met,
    • 1 reply
    • 1.1k views

  28. Amendment and Cushion Amount

    By Dougsbpc,
    • 1 reply
    • 1.5k views

  29. AFTAP Needed?

    By Andy the Actuary,
    • 1 reply
    • 1.3k views

  30. How do 415 limits apply in a preretirement survivor situation of two different fae db plan benefits?

    By gle3186,
    • 1 reply
    • 1.3k views

  31. 94 Gar Qx

    By No Name,
    • 1 reply
    • 1.5k views

  32. Restriction on lump sums

    By Medusa,
    • 1 reply
    • 975 views

  33. DB plan credits predecessor employer service; that provision benefits

    By Guest BJGrenier,
    • 1 reply
    • 1.6k views

  34. Check this quirky pension accrual formula

    By Gary,
    • 1 reply
    • 1.6k views

  35. EGTRRA & Cutbacks Under 411(d)

    By Guest nikomendy,
    • 1 reply
    • 1.5k views

  36. db plan statistics

    By Guest cooper,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  37. Def. of Comp.--does it include work comp. payments

    By Guest Maxwell,
    • 1 reply
    • 1.2k views

  38. Cost of Actuarial Services

    By Guest forum4,
    • 1 reply
    • 1.5k views

  39. Deduction of contributions after year of termination?

    By Dennis Povloski,
    • 1 reply
    • 1.4k views

  40. New Mortality Table for Current Liability

    By david rigby,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  41. 2008 PBGC

    By abanky,
    • 1 reply
    • 1.1k views

  42. DB Plan Overpays lump sum & Participant Rolls into IRA

    By Guest jfreeborn,
    • 1 reply
    • 1.1k views

  43. Disqualified Plan

    By Gary,
    • 1 reply
    • 1.3k views

  44. Pension Funding Equity Act 2004

    By Gary,
    • 1 reply
    • 946 views

  45. SH and TH minimum

    By retbenser,
    • 1 reply
    • 1.1k views

  46. 412(e) and 401(k)

    By Tinman,
    • 1 reply
    • 927 views

  47. 415 ISSUE for Plan Terminations

    By Sixpack,   
    • 1 reply
    • 563 views

  48. Excluding HC's in the general test

    By Guest dietpepsi,
    • 1 reply
    • 938 views
    • Guest
    • Guest

  49. RFP for DB Plans - Trustee and/or Outsourcing of Administration

    By Guest jeanps,
    • 1 reply
    • 2.3k views

  50. Lump Sum restrictions in plan with employee conts.

    By Guest Xerxes,
    • 1 reply
    • 1.2k views
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