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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Service exclusion for Vesting

    By flosfur,
    • 1 reply
    • 1.5k views

  2. Hybrid Plan Floor-Offset & Vesting under PPA2006

    By Guest Reliant1,
    • 1 reply
    • 1.6k views

  3. Supplemental Refund & RMD

    By Guest,   
    • 1 reply
    • 692 views

  4. Beneficiary incarcerated

    By Guest calcu,
    • 1 reply
    • 1.7k views

  5. participant count for deficit reduction contribution

    By Guest jbbangell,
    • 1 reply
    • 1.3k views

  6. Subsidized benefits and plan termination

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

  7. AFTAP and -11(g) Amendments

    By Guest merlin,
    • 1 reply
    • 983 views

  8. simple ira plan and qual plan

    By Gary,
    • 1 reply
    • 977 views

  9. GATT mortality table

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

  10. PBGC Schedule A

    By Guest MikeMiller,
    • 1 reply
    • 1.6k views

  11. Minimum funding deadline extensions - disaster relief

    By Belgarath,
    • 1 reply
    • 1.2k views

  12. 401(h) retiree medical

    By pcbenefits007,
    • 1 reply
    • 961 views

  13. plan design

    By Gary,
    • 1 reply
    • 2.3k views

  14. FAS 87 / 88 Worksheets

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

  15. PBGC recovery of lump sums prior to distress termination

    By SRM,
    • 1 reply
    • 1.4k views

  16. Plan Document for Government DB Plan

    By flosfur,
    • 1 reply
    • 967 views

  17. 412(i) Plan and IRS Global Settlement Initiative and Penalty under Code Section 6707A

    By Guest EMM118,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  18. PPA Valuations Assuming Lump Sum

    By Blinky the 3-eyed Fish,
    • 1 reply
    • 1.2k views

  19. Partial Plan Termination

    By JAY21,
    • 1 reply
    • 1k views

  20. Puerto Rico - pension plan termination

    By DL1215,
    • 1 reply
    • 998 views

  21. A real problem

    By rblum50,
    • 1 reply
    • 61 views

  22. Fixed Factors to Convert Cash Balance Account Balance to Annuity

    By Guest CRC02,
    • 1 reply
    • 1.7k views
    • MGB
    • MGB

  23. Additional Funding Charge calculation

    By Guest Turtle_01,
    • 1 reply
    • 1.2k views
    • MGB
    • MGB

  24. Restructuring

    By JAY21,
    • 1 reply
    • 1.3k views

  25. Lump Sum From Cash Balance Plan

    By Dougsbpc,
    • 1 reply
    • 890 views

  26. model defined benefit plan document

    By Guest Bruce Marotta,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  27. 415(c) limit

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

  28. Actuarial Standards Board

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

  29. Unpaid Minimum Required Contributions

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

  30. Gatt Amendment

    By Gary,
    • 1 reply
    • 1.9k views

  31. Plan Qualification in Puerto Rico

    By Guest jac,
    • 1 reply
    • 1.3k views

  32. Quarterly contributions

    By FAPInJax,
    • 1 reply
    • 1.3k views

  33. excise tax due while funding waiver application is pending?

    By Guest Mariner,
    • 1 reply
    • 1.1k views

  34. What is the scoop on 412(i) defined benefit plans

    By Guest Paul Katz,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  35. DFVCP

    By SSRRS,
    • 1 reply
    • 375 views

  36. Create Amendment Base under FIL for 415 Changes?

    By Guest billkalke,
    • 1 reply
    • 1.2k views

  37. Top Heavy Determination

    By Medusa,
    • 1 reply
    • 1.1k views

  38. top paid group elections

    By Gary,
    • 1 reply
    • 1.3k views

  39. ERISA 101(j) Notice

    By Guest EBoomer,
    • 1 reply
    • 2.1k views

  40. Waiting period for lump sum reduced from 30 days to 7 days

    By richard,
    • 1 reply
    • 3.1k views

  41. Pre-retirement death benefits

    By Guest nsapper,
    • 1 reply
    • 1.3k views

  42. Withhold tax in state of residence or state benefit earned?

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

  43. Determining HC employees

    By fiona1,
    • 1 reply
    • 991 views

  44. 3 Plan arrangement and top heavy

    By Guest CadH,
    • 1 reply
    • 972 views

  45. Top Heavy Minimum in Frozen Plan

    By Dougsbpc,
    • 1 reply
    • 1.3k views

  46. Participant Notices upon termination of employment

    By ac,
    • 1 reply
    • 1.1k views

  47. Cash Basis Corp with a DB plan

    By John Feldt ERPA CPC QPA,   
    • 1 reply
    • 1.2k views

  48. 1099R Year

    By Pension RC,
    • 1 reply
    • 536 views

  49. Cash-out rules for DB plans with employee contributions

    By DTH,
    • 1 reply
    • 1.7k views
    • MGB
    • MGB

  50. Under 100 participants for DRC

    By Guest Chamelnix,
    • 1 reply
    • 935 views
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