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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Best Practices for Actuarial Equivalence Study?

    By Centerstage,   
    • 1 reply
    • 709 views

  2. Actuarial increases for working beyond age 65, where there is a prior

    By Gary,
    • 1 reply
    • 2k views

  3. 2008 PLR on transfer of surplus assets

    By Guest MAO,
    • 1 reply
    • 1.1k views

  4. Remedy for delay to put retirees in pay status

    By Trisports,   
    • 1 reply
    • 734 views

  5. What is a 414(k) account?

    By Guest,
    • 1 reply
    • 13.5k views

  6. PBGC male mortality?

    By Gary,
    • 1 reply
    • 1.8k views

  7. Participant Count For DREC

    By Guest merlin,
    • 1 reply
    • 1.2k views

  8. Cash Balance- 414(k)

    By Randy Watson,
    • 1 reply
    • 3k views

  9. Automatic Approval of Funding Method Change For Takeover

    By Andy the Actuary,
    • 1 reply
    • 1.2k views

  10. Revenue Procedure That specified assuming same hours as prior year

    By Tedterrific,   
    • 1 reply
    • 786 views

  11. Regarding the conversion of Rockwell retirement plan into the Boeing P

    By Guest mikeythefool,
    • 1 reply
    • 3.1k views

  12. Cash Balance Plans and Retroactive Application of 401(a)(17)

    By Scott,
    • 1 reply
    • 1.5k views

  13. Plan Converted to Cash Balance Plan?

    By Guest MC2,
    • 1 reply
    • 1.1k views

  14. multiemployer plan summary

    By Beemer,
    • 1 reply
    • 753 views

  15. Annual Freezing of Accruals under a Cash Balance Plan Covering Partner

    By Guest Edward McElroy,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  16. Plan Termination

    By Gary,
    • 1 reply
    • 1.7k views

  17. Defined Benefit Late Restatement - SCP eligible?

    By JustMe,
    • 1 reply
    • 966 views

  18. Incidental Benefits and Plan Performance

    By Guest Max Power,
    • 1 reply
    • 1k views

  19. Current 415 Maximum as Relating to Lump Sums

    By LIBOR,
    • 1 reply
    • 1.5k views

  20. DB Plan & New Comparability PS Plan

    By dmb,
    • 1 reply
    • 1.2k views

  21. PBGC Plan Termination

    By Dougsbpc,
    • 1 reply
    • 1.2k views

  22. Annual Funding Notice for a Terminated DB Plan

    By Guest NPS Darren,
    • 1 reply
    • 1k views

  23. AFTAP and distributions

    By ombskid,
    • 1 reply
    • 843 views

  24. Terminated vesteds in cash balance valuation

    By Draper55,
    • 1 reply
    • 579 views

  25. FASB discount rates

    By ishi,
    • 1 reply
    • 1.5k views

  26. Turnover Table

    By Guest Marino13,
    • 1 reply
    • 1.4k views

  27. ERISA fiduciary question

    By Guest VEBA Las Vegas,
    • 1 reply
    • 940 views
    • Guest
    • Guest

  28. OBRA FFC Bases

    By Guest Benny,
    • 1 reply
    • 972 views

  29. 2010 AFTAP from 2009 EOY Val

    By Guest Jcarolan,
    • 1 reply
    • 881 views

  30. Change in Asset Method

    By abanky,
    • 1 reply
    • 1.6k views

  31. unpaid minimum excise tax second year

    By Draper55,
    • 1 reply
    • 811 views

  32. Can a new Plan have a Short Year End?

    By Guest C.Wendt,
    • 1 reply
    • 1.4k views

  33. EGTRRA Deduction For Terminating Plan

    By Guest merlin,
    • 1 reply
    • 1.3k views

  34. defined benefit life term pension

    By Guest jadaigle,
    • 1 reply
    • 1.2k views

  35. Prior Participation and Service

    By Guest MDG,
    • 1 reply
    • 1.1k views

  36. General testing a cash balance plan

    By FAPInJax,
    • 1 reply
    • 1.1k views

  37. 2007 PBGC Notice

    By AndyH,
    • 1 reply
    • 1.1k views

  38. Floor Offset plan-uniformity

    By SZ,
    • 1 reply
    • 769 views

  39. Carryover Balance and 2008 Quarterlies

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

  40. cash balance

    By jkdoll2,
    • 1 reply
    • 1k views

  41. Violation of Exclusive Benefit Rule?

    By AHPension,
    • 1 reply
    • 1.9k views

  42. Contributions to a Trust Without a Tax ID ?

    By Guest mingblue,
    • 1 reply
    • 1k views

  43. Conflict of Interest?

    By AHPension,
    • 1 reply
    • 913 views

  44. No 1 year lookback period under 1.417(e) for determining GATT Interest

    By Guest nickf,
    • 1 reply
    • 2k views

  45. DB Nonspouse beneficiary

    By retbenser,
    • 1 reply
    • 1.3k views

  46. Church DB contributory Plan - allocate interest if termed before vested?

    By pcbenefits007,   
    • 1 reply
    • 1k views

  47. 5500 Part Count with Corrective Amendment

    By JAY21,
    • 1 reply
    • 617 views

  48. Early retiree in-service distributions.

    By Guest Stuart Harris,
    • 1 reply
    • 1.5k views

  49. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar,
    • 1 reply
    • 486 views

  50. DB-DC Aggregated;different eligibility req's

    By JAY21,
    • 1 reply
    • 1k views
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