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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

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

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

  2. Compensation Limit

    By ac,
    • 1 reply
    • 1.2k views

  3. Combined Deduction Limit and Compensation Used

    By emmetttrudy,
    • 1 reply
    • 880 views

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

    By Draper55,
    • 1 reply
    • 629 views

  5. Involuntary Cash Out

    By jim241,   
    • 1 reply
    • 594 views

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

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

  7. FAS Curtailment

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

  8. DB restatements

    By Guest Nini,
    • 1 reply
    • 1.3k views

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

    By Bri,
    • 1 reply
    • 613 views

  10. Double pro-ration

    By tymesup,
    • 1 reply
    • 1.3k views

  11. Late Contribution

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

  12. merger of two plans

    By Dan,   
    • 1 reply
    • 1.9k views

  13. Voluntary Contributions Cause 415 excess

    By thepensionmaven,
    • 1 reply
    • 470 views

  14. Reduction of Accrued Benefit (but not by amendment)

    By Guest kjk,
    • 1 reply
    • 2k views

  15. Withholding Default on Roth IRA Elections

    By Andy the Actuary,
    • 1 reply
    • 1.3k views
    • GMK
    • GMK

  16. Plan Term; allocations between HCE and Former HCE

    By JAY21,
    • 1 reply
    • 1.3k views

  17. Plan Compensation

    By retbenser,
    • 1 reply
    • 962 views

  18. DB/DC Combo Limit Question

    By slburnett,
    • 1 reply
    • 1.3k views

  19. Cash Balance plan change in mortality table

    By AndrewM,
    • 1 reply
    • 1.4k views

  20. Schedule T

    By Guest Alwaysthinking,
    • 1 reply
    • 941 views

  21. Question about QJSA rules and disability pension

    By mal,
    • 1 reply
    • 1.2k views

  22. QSLOB's

    By Belgarath,
    • 1 reply
    • 1.3k views

  23. plant shutdown and accrued benefits

    By Guest Mr. Kite,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  24. Example from Slide 19 of today's webcast

    By ak2ary,
    • 1 reply
    • 1k views

  25. earned income and 401(k) deferrals

    By Draper55,
    • 1 reply
    • 1.1k views

  26. Merger Question

    By ndj2377,
    • 1 reply
    • 1.4k views

  27. Employee notification when PBGC variable premiums are required

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

  28. lump sum payout from cash balance plan

    By Gary,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  29. Cash Balance Plans

    By abanky,
    • 1 reply
    • 1.1k views

  30. Ike and 412 minimum funding deadline

    By Guest esaade,
    • 1 reply
    • 1.2k views

  31. Question on valuation date change

    By Guest Doogie61,
    • 1 reply
    • 1k views

  32. Deductible Contribution for Terminated PLan

    By emmetttrudy,
    • 1 reply
    • 1k views

  33. 412i proposed Regs are out

    By mwyatt,
    • 1 reply
    • 1.2k views

  34. Late quarterly contributions shown on Schedule SB

    By TJM,
    • 1 reply
    • 956 views

  35. Accred to Date Testing

    By dmb,
    • 1 reply
    • 1k views

  36. Cash Balance Suspension of Benefits, Actuarial Adjustment

    By Guest aciepluch,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  37. DB Annual Funding Valuations

    By JAY21,
    • 1 reply
    • 1.1k views

  38. Annual Funding Notice - terminated plan

    By Dinosaur,
    • 1 reply
    • 1.3k views

  39. QPSA - participants' notice

    By AdKu,
    • 1 reply
    • 1.3k views

  40. Defined Benefit/Money Purchase combo

    By Lynn Campbell,
    • 1 reply
    • 1.8k views

  41. PBGC Interest Rates

    By david rigby,
    • 1 reply
    • 1.5k views
    • MGB
    • MGB

  42. Quarterly contributions for Short plan year

    By Guest shronesz,
    • 1 reply
    • 1.1k views

  43. 436 Restrictions for a frozen plan

    By mwyatt,
    • 1 reply
    • 2k views

  44. Credit Balance Adjusted by Investment Return

    By Guest DCquestioner,
    • 1 reply
    • 983 views

  45. Sole-Prop Non-Deductible Contributions

    By Rob P,
    • 1 reply
    • 924 views

  46. DB for self employed who has 403(b)

    By Guest kprhok,
    • 1 reply
    • 885 views

  47. 5310 Determination Letter Upon Termination of Cash Balance Plan

    By Guest num1,
    • 1 reply
    • 1.6k views
    • MGB
    • MGB

  48. Underfunded DB Plan

    By nancy,
    • 1 reply
    • 1.2k views

  49. Individual Aggregate to Unit Credit

    By Guest mingblue,
    • 1 reply
    • 1.1k views

  50. Another PPA anomaly

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