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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Defined Benefit Plans (including 412i plans)

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

  2. 401(a)(4) testing of DB/DC

    By flosfur,
    • 1 reply
    • 936 views

  3. Contribution Deadline

    By Pension RC,
    • 1 reply
    • 1.5k views

  4. Floor Offset Deductibility Problem

    By dan.jock,
    • 1 reply
    • 518 views

  5. Relius AFN

    By Andy the Actuary,
    • 1 reply
    • 1.2k views

  6. Fully Insured Plan terminates

    By SoCalActuary,
    • 1 reply
    • 864 views

  7. Basic 417(e) lump sum question

    By AndyH,
    • 1 reply
    • 806 views

  8. PBGC Missing Participants Program

    By ConnieStorer,
    • 1 reply
    • 695 views

  9. Trust outstanding checks

    By Guest Nautical,
    • 1 reply
    • 1.3k views

  10. MYPPA 5-27-2010

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

  11. Creating PFB

    By Guest Xerxes,
    • 1 reply
    • 1.3k views

  12. 412e3 (or 412i)

    By cdavis25,
    • 1 reply
    • 1.2k views

  13. Interest Rates for Lump Sum Distributions

    By 12AX7,
    • 1 reply
    • 2.9k views

  14. Listed Transactions

    By Guest MERISA,
    • 1 reply
    • 1.1k views

  15. DB Plan Investments

    By Guest YATPA,
    • 1 reply
    • 799 views

  16. Funding Target

    By JBones,
    • 1 reply
    • 1.2k views

  17. Benefit Commencement Post NRA

    By LIBERTYKID,
    • 1 reply
    • 1k views

  18. DB/DC Combo - frozen DB

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 1.4k views

  19. DB plan distribution miscalculation

    By pcbenefits007,
    • 1 reply
    • 1k views

  20. presumptive burn

    By jane murray,
    • 1 reply
    • 801 views

  21. change in valuation date

    By jane murray,
    • 1 reply
    • 1.1k views

  22. 401(a)(26) with no ees

    By Draper55,
    • 1 reply
    • 595 views

  23. Plan Termination and rollover

    By No Name,
    • 1 reply
    • 1.6k views

  24. EOY Valuation and Accrued Benefit Cost Method

    By Guest Mike Spickard,
    • 1 reply
    • 1.8k views

  25. PBGC Waiver of Underpayment Penalty

    By Guest Guy Incognito,
    • 1 reply
    • 1.1k views

  26. Curtailment

    By Mister Met,
    • 1 reply
    • 1.6k views

  27. Changing NRD from 65 to 62

    By Cat_Lady_Pension,   
    • 1 reply
    • 511 views

  28. cash balance vesting

    By abanky,
    • 1 reply
    • 1.3k views

  29. Failure to Issue Timely Certification

    By Andy the Actuary,
    • 1 reply
    • 971 views

  30. Pension Payout Issue

    By Guest MC2,
    • 1 reply
    • 1.1k views

  31. PBGC & Old Retirees

    By SoCalActuary,
    • 1 reply
    • 865 views

  32. Funding Target

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

  33. 2009 Final Form 5500-EZ question

    By Guest jmrodrig,
    • 1 reply
    • 1.4k views

  34. Participants Listed on SSA

    By Andy the Actuary,
    • 1 reply
    • 841 views

  35. Combined 415 limits

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

  36. Form 5310-A actuarial attachment

    By david rigby,
    • 1 reply
    • 605 views

  37. Table of Annual Accruals

    By austin3515,
    • 1 reply
    • 387 views
    • Bri
    • Bri

  38. USERRA

    By BTG,
    • 1 reply
    • 1.3k views
    • BTG
    • BTG

  39. 412e3 conversion to Cash balance plan - guidance reqd

    By pshah,   
    • 1 reply
    • 1.1k views

  40. Lump Sum Calculation Under Cash Balance Plan

    By LIBOR,
    • 1 reply
    • 2.2k views

  41. Charging ppts for benefit certifications

    By Guest Kline28,
    • 1 reply
    • 1.1k views

  42. Combined Plan - 404(a)(7) Deductibility Limit

    By Guest erepper,
    • 1 reply
    • 1.6k views

  43. Cash Balance Plan Comp. Definition

    By zimbo,
    • 1 reply
    • 1.3k views

  44. QSLOB Separate Management Requirement

    By Guest ebgroup,
    • 1 reply
    • 1.2k views

  45. retirement from an employer versus controlled group

    By Draper55,
    • 1 reply
    • 794 views

  46. Pension Trust Form 5471/Foreign Corporation Filing

    By MAK,
    • 1 reply
    • 723 views
    • Dan
    • Dan

  47. 412i and 401(h)

    By Guest NPaleveda,
    • 1 reply
    • 1.4k views

  48. lump sum available only for part of benefit

    By Guest meggie,
    • 1 reply
    • 1k views

  49. DB Plans & 401(a)(9) Amendment

    By Guest SJGR,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  50. Game Plan for DB NQPs in Light of the American Jobs Creation Act(Also Appears in Nonqualified Deferred Conpension Section)

    By Guest cjk,
    • 1 reply
    • 1k views
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