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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. When is a benefit being duplicated?

    By CTipper,
    • 1 reply
    • 835 views

  2. "Exotic" DB Investments

    By richard,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  3. EGTRRA & S404/412 Funding Calculations

    By flosfur,
    • 1 reply
    • 1k views

  4. "Taxable Period" For Correction of a funding Deficiency

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

  5. Qualified pre-retirement survivor annuity and death benefit provisions

    By Gary,
    • 1 reply
    • 1.4k views

  6. What is considered an Affiliated Service Group for retirement plan issues.

    By Guest aincog,
    • 1 reply
    • 978 views
    • Guest
    • Guest

  7. Cash Balance: Interest Credits

    By Randy Watson,
    • 1 reply
    • 1.4k views

  8. Missing participants in a cash balance plan

    By Guest bucs,
    • 1 reply
    • 1.2k views

  9. the Year 2000 problem and DB plans

    By Guest glevins1,
    • 1 reply
    • 2k views

  10. PPA re Church Plans

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

  11. Unfreezing a DB Plan

    By emmetttrudy,
    • 1 reply
    • 1.4k views

  12. Integration and Late Retirement

    By Andy the Actuary,
    • 1 reply
    • 898 views

  13. Amending Actuarial Equivalent Interest

    By Dougsbpc,
    • 1 reply
    • 907 views

  14. QJSA Rules and New BCD

    By Guest Hawkeye,
    • 1 reply
    • 2.9k views

  15. Top Heavy Minimum

    By Dougsbpc,
    • 1 reply
    • 1.3k views

  16. Required contribution exceeds sch c income - deduction issues for db plans

    By Jakyasar,
    • 1 reply
    • 494 views

  17. Amendment after year end to increase deduction

    By Jakyasar,
    • 1 reply
    • 541 views

  18. Deducting Unfunded Current Liability

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

  19. DB plan admin

    By Gary,
    • 1 reply
    • 919 views

  20. 415 & SOBN

    By Sixpack,
    • 1 reply
    • 845 views

  21. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 733 views

  22. Self-Audit Guidelines

    By Guest AEA,
    • 1 reply
    • 1.9k views

  23. Plan Amendment

    By Gary,
    • 1 reply
    • 916 views

  24. Paired Plan - Form 5307

    By retbenser,
    • 1 reply
    • 984 views

  25. PRA election

    By Draper55,
    • 1 reply
    • 1k views

  26. B Or No B The Final Year?

    By mming,
    • 1 reply
    • 1.7k views

  27. Contribution limits for employers?

    By Guest Ellen Levy,
    • 1 reply
    • 946 views

  28. Voluntary Employee Contributions in Defined Benefit PlansCan they be spun off to a separate plan?

    By Guest rocnrols2,
    • 1 reply
    • 1.2k views

  29. Deadline for making Defined Benefit plan contribution

    By MarZDoates,
    • 1 reply
    • 2.4k views

  30. Asset Valuation - Prior Question Re-Worded

    By Guest mingblue,
    • 1 reply
    • 1.1k views

  31. 2009 AFTAP regs for plans with EOY valuations?

    By carrots,
    • 1 reply
    • 853 views

  32. 401(a)(26) issue

    By Socal.actuary,   
    • 1 reply
    • 522 views

  33. IRA Rollover

    By Dobber,
    • 1 reply
    • 607 views

  34. Starting a disturbing one

    By truphao,
    • 1 reply
    • 755 views

  35. Extended Wear Away Benefit Calc

    By Guest kp,
    • 1 reply
    • 3.5k views

  36. Segment Rate Mechanics

    By tuni88,
    • 1 reply
    • 956 views

  37. Annual Funding Notices - EOY vals

    By Effen,
    • 1 reply
    • 1.3k views

  38. 5500 SF asset vs Schedule SB asset

    By retbenser,
    • 1 reply
    • 1.6k views

  39. Pensioner rights to plan documents

    By Gary,
    • 1 reply
    • 2k views

  40. Lump sum of early ret benefit under cash balance plan

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

  41. Compensation Limit

    By ac,
    • 1 reply
    • 1.2k views

  42. Combined Deduction Limit and Compensation Used

    By emmetttrudy,
    • 1 reply
    • 865 views

  43. 417(e)&401(a)(4)

    By Draper55,
    • 1 reply
    • 615 views

  44. Involuntary Cash Out

    By jim241,   
    • 1 reply
    • 559 views

  45. Lump sum changed from PBGC rates to 120% PBGC rates

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

  46. FAS Curtailment

    By Blinky the 3-eyed Fish,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  47. DB restatements

    By Guest Nini,
    • 1 reply
    • 1.3k views

  48. post-NRA accruals in 401(a)(4) testing

    By Bri,
    • 1 reply
    • 587 views

  49. Double pro-ration

    By tymesup,
    • 1 reply
    • 1.3k views

  50. Late Contribution

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