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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Plan Integration - 401(l)

    By Gary,
    • 1 reply
    • 1.4k views

  2. Funding Deficiency

    By nancy,
    • 1 reply
    • 1.1k views

  3. NYT - PBGC's Financial status in question

    By JanetM,
    • 1 reply
    • 1.1k views

  4. SEP IRA at LLC level

    By Guest aincog,
    • 1 reply
    • 1k views

  5. Annual Funding Notice

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

  6. Restate at Termination

    By Guest sommerjo,
    • 1 reply
    • 964 views

  7. Maximum Deduction for Sole prop DB who also has a PSP

    By Pension RC,
    • 1 reply
    • 1.1k views

  8. Testing Service used in the General Test for non-safe harbor defined b

    By Guest joanna,
    • 1 reply
    • 1.3k views

  9. demutualization, Trust assets & funding standards

    By Guest Keith N,
    • 1 reply
    • 1.3k views

  10. Fundamentals of Coverage, Non Discrimination Testing

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

  11. DB Plans for K1 Income

    By Guest aincog,
    • 1 reply
    • 1.5k views

  12. When is a benefit being duplicated?

    By CTipper,
    • 1 reply
    • 859 views

  13. "Exotic" DB Investments

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

  14. EGTRRA & S404/412 Funding Calculations

    By flosfur,
    • 1 reply
    • 1k views

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

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

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

    By Gary,
    • 1 reply
    • 1.5k views

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

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

  18. Cash Balance: Interest Credits

    By Randy Watson,
    • 1 reply
    • 1.4k views

  19. Missing participants in a cash balance plan

    By Guest bucs,
    • 1 reply
    • 1.2k views

  20. the Year 2000 problem and DB plans

    By Guest glevins1,
    • 1 reply
    • 2k views

  21. PPA re Church Plans

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

  22. Unfreezing a DB Plan

    By emmetttrudy,
    • 1 reply
    • 1.5k views

  23. Integration and Late Retirement

    By Andy the Actuary,
    • 1 reply
    • 908 views

  24. Amending Actuarial Equivalent Interest

    By Dougsbpc,
    • 1 reply
    • 921 views

  25. QJSA Rules and New BCD

    By Guest Hawkeye,
    • 1 reply
    • 3k views

  26. Top Heavy Minimum

    By Dougsbpc,
    • 1 reply
    • 1.3k views

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

    By Jakyasar,
    • 1 reply
    • 536 views

  28. Amendment after year end to increase deduction

    By Jakyasar,
    • 1 reply
    • 586 views

  29. Deducting Unfunded Current Liability

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

  30. DB plan admin

    By Gary,
    • 1 reply
    • 943 views

  31. 415 & SOBN

    By Sixpack,
    • 1 reply
    • 895 views

  32. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 756 views

  33. Self-Audit Guidelines

    By Guest AEA,
    • 1 reply
    • 1.9k views

  34. Plan Amendment

    By Gary,
    • 1 reply
    • 923 views

  35. Paired Plan - Form 5307

    By retbenser,
    • 1 reply
    • 995 views

  36. PRA election

    By Draper55,
    • 1 reply
    • 1k views

  37. B Or No B The Final Year?

    By mming,
    • 1 reply
    • 1.7k views

  38. Contribution limits for employers?

    By Guest Ellen Levy,
    • 1 reply
    • 956 views

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

    By Guest rocnrols2,
    • 1 reply
    • 1.2k views

  40. Deadline for making Defined Benefit plan contribution

    By MarZDoates,
    • 1 reply
    • 2.4k views

  41. Asset Valuation - Prior Question Re-Worded

    By Guest mingblue,
    • 1 reply
    • 1.1k views

  42. 2009 AFTAP regs for plans with EOY valuations?

    By carrots,
    • 1 reply
    • 865 views

  43. 401(a)(26) issue

    By Socal.actuary,   
    • 1 reply
    • 542 views

  44. IRA Rollover

    By Dobber,
    • 1 reply
    • 647 views

  45. Starting a disturbing one

    By truphao,
    • 1 reply
    • 776 views

  46. Extended Wear Away Benefit Calc

    By Guest kp,
    • 1 reply
    • 3.5k views

  47. Segment Rate Mechanics

    By tuni88,
    • 1 reply
    • 962 views

  48. Annual Funding Notices - EOY vals

    By Effen,
    • 1 reply
    • 1.4k views

  49. 5500 SF asset vs Schedule SB asset

    By retbenser,
    • 1 reply
    • 1.6k views

  50. Pensioner rights to plan documents

    By Gary,
    • 1 reply
    • 2k views
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