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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. Double Proration

    By Guest pdxactuary,
    • 1 reply
    • 2.1k views

  2. Eligibility for Plan

    By emmetttrudy,
    • 1 reply
    • 913 views

  3. PTE for an In-Kind Contribution to a DB Plan

    By Guest CRC02,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  4. Sole prop DB plan tax isssues

    By dmb,
    • 1 reply
    • 1.1k views

  5. Error on prior year Schedule B - Procedure under EFAST

    By mwyatt,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  6. Retroactive Increases to Reflect EGTRRA Pay Cap

    By Guest Doug Goelz,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  7. Deduction Limit Unfunded Current Liability

    By SRM,
    • 1 reply
    • 953 views

  8. OBRA 87 FFL bases

    By flosfur,
    • 1 reply
    • 1.8k views

  9. Minimum participation under S401(a)(26)

    By flosfur,
    • 1 reply
    • 1.6k views

  10. Independent Actuary for Multi Employer Union Plan

    By CTipper,
    • 1 reply
    • 959 views

  11. $350 to get statement of accrued benefits?

    By Christine Roberts,
    • 1 reply
    • 939 views

  12. DB novice looking for info

    By Guest jason,
    • 1 reply
    • 1.4k views

  13. Change in Funding Method

    By dmb,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  14. Non-discrimination testing for a controlled group where each member sp

    By Guest,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  15. 4980 transfer and reversion-more than one tax year

    By Draper55,
    • 1 reply
    • 1.2k views

  16. Pension valuations for plan years beginning in 2004

    By Gary,
    • 1 reply
    • 1.3k views

  17. RMDs for DB Plans

    By zimbo,
    • 1 reply
    • 2k views

  18. New funding deficiency and excise taxes

    By rcline46,
    • 1 reply
    • 983 views

  19. Mandatory cashout at RBD interest question

    By MichMM,
    • 1 reply
    • 537 views

  20. Individual CB Plan for Dr. in Control Group?

    By TPApril,
    • 1 reply
    • 743 views

  21. Benefit payable at NRA (age 65), where SSRA is 66. Should SS Ben used

    By Gary,
    • 1 reply
    • 1.6k views

  22. Unit Credit Funding Method & Frozen Plans

    By LIBOR,
    • 1 reply
    • 2.8k views

  23. EGTRRA salary cap of 200,000

    By Guest meggie,
    • 1 reply
    • 1.5k views

  24. Form 8905 vs. Interim amendments

    By D Syrett,
    • 1 reply
    • 1.5k views

  25. Calculating Restricted Amount

    By Andy the Actuary,
    • 1 reply
    • 866 views

  26. PBGC Covered plan with funding deficiencies

    By Guest sueczer,
    • 1 reply
    • 1.1k views

  27. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 506 views

  28. PBGC's long-term viability?

    By Guest BritishJourno,
    • 1 reply
    • 1.2k views

  29. Pension Act

    By Blinky the 3-eyed Fish,
    • 1 reply
    • 1.3k views

  30. Rescinding Plan Year Change

    By Guest Patrick Foley,
    • 1 reply
    • 1.1k views

  31. Eligibility for a new plan

    By emmetttrudy,
    • 1 reply
    • 929 views

  32. DB/DC Limit

    By Pension RC,
    • 1 reply
    • 957 views

  33. Corporate DB plan funding

    By Guest joe9pension,
    • 1 reply
    • 787 views

  34. Funding Relief for hurricane related areas

    By Effen,
    • 1 reply
    • 544 views

  35. Gray Book for 2004

    By david rigby,
    • 1 reply
    • 1.3k views
    • MGB
    • MGB

  36. Maximum lump sum payable to principals

    By Dennis Povloski,
    • 1 reply
    • 1.2k views

  37. High-3 415 Limit

    By JAY21,
    • 1 reply
    • 993 views

  38. From 8955-SSA

    By Janie,   
    • 1 reply
    • 531 views

  39. Retention of employee records

    By Gary,
    • 1 reply
    • 1.5k views

  40. Defined Benefit Plan

    By Guest kentucky,
    • 1 reply
    • 2.5k views

  41. 8.5 months after a mid month date..plan termination

    By Draper55,
    • 1 reply
    • 774 views

  42. PBGC Premiums for Missing Participants and 1.411(a)-4(b)(6)

    By Joe CW,
    • 1 reply
    • 720 views

  43. Defined Benefit Plans (including 412i plans)

    By Guest Carol the Writer,
    • 1 reply
    • 1.4k views

  44. 401(a)(4) testing of DB/DC

    By flosfur,
    • 1 reply
    • 906 views

  45. Contribution Deadline

    By Pension RC,
    • 1 reply
    • 1.5k views

  46. Floor Offset Deductibility Problem

    By dan.jock,
    • 1 reply
    • 502 views

  47. Relius AFN

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

  48. Fully Insured Plan terminates

    By SoCalActuary,
    • 1 reply
    • 854 views

  49. Basic 417(e) lump sum question

    By AndyH,
    • 1 reply
    • 782 views

  50. PBGC Missing Participants Program

    By ConnieStorer,
    • 1 reply
    • 660 views
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