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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. Accrual Years after unfreezing of benefits

    By Guest DavidB,
    • 1 reply
    • 2k views

  2. cash balance plan calculation

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

  3. Combo plan recordekeepers

    By Draper55,
    • 1 reply
    • 536 views

  4. S corp income issues

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

  5. more on new lump sum rates

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

  6. Annual Funding Notice for Terminated Plan

    By Guest TammyS,
    • 1 reply
    • 1.1k views

  7. Valuing Previous Distributions

    By JBones,
    • 1 reply
    • 1k views

  8. New plans after year end, sure, but...

    By Bri,
    • 1 reply
    • 412 views

  9. Insurance using Revenue Ruling 74-307

    By FAPInJax,
    • 1 reply
    • 3.6k views
    • Guest
    • Guest

  10. Change in funding method

    By dmb,
    • 1 reply
    • 1.1k views

  11. 415 Dollar Limit Increase

    By Dougsbpc,
    • 1 reply
    • 1.1k views

  12. Top Heavy Minimum in DB/SHDC

    By drakecohen,
    • 1 reply
    • 756 views

  13. DB and DC Overlapping Participant - or not

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 1.5k views

  14. FASB calculations

    By FAPInJax,
    • 1 reply
    • 1.5k views

  15. PBGC Coverage

    By nancy,
    • 1 reply
    • 1.1k views

  16. Elections under MAP 21

    By Guest DBStudentAct,
    • 1 reply
    • 936 views

  17. Suspension/resumption of benefits

    By psmnlaw,
    • 1 reply
    • 722 views

  18. New DB Plan - identifying 1st 5500 filing year

    By TPApril,
    • 1 reply
    • 529 views

  19. 2008 Recertification?

    By Guest DBStudentAct,
    • 1 reply
    • 996 views

  20. Highly Compensated Former Employee on Form 6088

    By Pension RC,
    • 1 reply
    • 531 views

  21. JNJ Stocks & 401K

    By Guest rpescev,
    • 1 reply
    • 2.9k views

  22. Confirmation of purchase rate for projected mortality table

    By SRM,
    • 1 reply
    • 832 views
    • Guest
    • Guest

  23. Should this DB plan apply for a determination letter?

    By fiona1,
    • 1 reply
    • 934 views

  24. Adjust Projected/Accrued Benefits

    By thepensionmaven,
    • 1 reply
    • 1.5k views

  25. converting a DC to a DB plan

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

  26. K1 earned income from LLC Partnership: DB Plan eligible at what level...individual / LLC

    By Guest aincog,
    • 1 reply
    • 2.2k views

  27. new mort table for Current Liab

    By Guest VTran,
    • 1 reply
    • 1.1k views

  28. SAS70 and SAS73

    By david rigby,
    • 1 reply
    • 1.3k views

  29. ERISA 204(h) notice

    By k man,
    • 1 reply
    • 1.9k views

  30. Segment Rates for 1/1/2009 small DB valuation

    By carrots,
    • 1 reply
    • 1k views

  31. Combined Plan deduction limit

    By Guest ICannotDiscloseMyIdentity,
    • 1 reply
    • 1.9k views

  32. Schedule of Reportable Transactions

    By Fred,
    • 1 reply
    • 419 views

  33. DB Contribution for Sole Proprietor

    By Cynchbeast,
    • 1 reply
    • 546 views

  34. Divorce Calculations

    By Guest BPS,
    • 1 reply
    • 2.8k views

  35. blank schedule sb

    By Gary,
    • 1 reply
    • 950 views

  36. Pension Plan based on W-2 income instead of K-1 profits

    By richard,
    • 1 reply
    • 3.3k views

  37. reducing a 100% QPSA to a 50% QPSA

    By Everett Moreland,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  38. Fiduciary with insider information

    By Guest allisonperry,
    • 1 reply
    • 1.1k views

  39. Operationally handling the DB/RMD

    By Jerry Erisa,
    • 1 reply
    • 1.2k views

  40. Frozen DB

    By thepensionmaven,
    • 1 reply
    • 698 views

  41. Service exclusion for Vesting

    By flosfur,
    • 1 reply
    • 1.5k views

  42. Hybrid Plan Floor-Offset & Vesting under PPA2006

    By Guest Reliant1,
    • 1 reply
    • 1.6k views

  43. Supplemental Refund & RMD

    By Guest,   
    • 1 reply
    • 665 views

  44. Beneficiary incarcerated

    By Guest calcu,
    • 1 reply
    • 1.7k views

  45. participant count for deficit reduction contribution

    By Guest jbbangell,
    • 1 reply
    • 1.3k views

  46. Subsidized benefits and plan termination

    By Guest Mike Spickard,
    • 1 reply
    • 1.5k views
    • ishi
    • ishi

  47. AFTAP and -11(g) Amendments

    By Guest merlin,
    • 1 reply
    • 972 views

  48. simple ira plan and qual plan

    By Gary,
    • 1 reply
    • 961 views

  49. GATT mortality table

    By Gary,
    • 1 reply
    • 4.8k views
    • Guest
    • Guest

  50. PBGC Schedule A

    By Guest MikeMiller,
    • 1 reply
    • 1.5k views
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