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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. Fidelity Bond Requirements

    By Guest tzuck,
    • 1 reply
    • 1.8k views

  2. 5500 EZ: To file or not to file

    By Guest jmrodrig,
    • 1 reply
    • 1.7k views

  3. Pension specific withholding taxes?

    By Guest new2taxes,
    • 1 reply
    • 1.2k views

  4. new plan for old service

    By Effen,
    • 1 reply
    • 787 views

  5. New rules for late quarterly interest charges

    By Blinky the 3-eyed Fish,
    • 1 reply
    • 1.1k views

  6. Social Security calculator

    By Guest buyertoday,
    • 1 reply
    • 1.4k views

  7. Permitted Disparity Calculation?

    By Guest newtobenefits,
    • 1 reply
    • 2k views

  8. 436 contribution

    By Gary,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  9. SPD Disclosure re: Cash Balance Conversion

    By Christine Roberts,
    • 1 reply
    • 1.1k views

  10. Beginning of Year Valuation

    By Dougsbpc,
    • 1 reply
    • 1.8k views

  11. Spousal Consent for Early Retirement Window Benefits

    By Guest BRich,
    • 1 reply
    • 1.2k views

  12. In-Service Distribution

    By Dougsbpc,
    • 1 reply
    • 897 views

  13. Can nonqual. Deferred Compensation be included in Df of Compensation f

    By Guest Cal,
    • 1 reply
    • 1.3k views

  14. Db Plan - constructive ownership

    By Guest Yelena39,
    • 1 reply
    • 1.2k views

  15. Pension distributions

    By Gary,
    • 1 reply
    • 912 views

  16. Asset reversion and surplus assets

    By Gary,
    • 1 reply
    • 1.8k views

  17. Local goverment retirement plan employee rights?

    By Guest walley,
    • 1 reply
    • 936 views

  18. How to measure discrimination with respect to benefits rights and features.

    By Guest flogger,
    • 1 reply
    • 1.1k views

  19. 2007 PBGC Schedule A

    By dmb,
    • 1 reply
    • 1k views

  20. PPA J&75% Requirements

    By Guest annie1,
    • 1 reply
    • 1.4k views

  21. Terminated Plan and RMD

    By Dougsbpc,
    • 1 reply
    • 792 views

  22. Actuarial Increase for post-NRD in a frozen plan

    By TheBoxMan,
    • 1 reply
    • 1.2k views

  23. 2000 Covered Comp tables, 2000 limits

    By Gary,
    • 1 reply
    • 2.2k views

  24. Big Thank You to Lois!

    By Effen,
    • 1 reply
    • 921 views

  25. Deadline

    By Guest WantsToLearn,
    • 1 reply
    • 1.2k views

  26. Questions for 2008 Valuation

    By Guest naveen,
    • 1 reply
    • 921 views
    • Guest
    • Guest

  27. IRS Audit of a DB Plan

    By flosfur,
    • 1 reply
    • 1k views

  28. Elimination of payment options

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 868 views

  29. proposed cash balance regs

    By Gary,
    • 1 reply
    • 1.1k views

  30. Pension Plan Audit & Sponsor's tax return

    By flosfur,
    • 1 reply
    • 1.1k views

  31. Party In Interest Definition

    By Guest tlpickard,
    • 1 reply
    • 1.8k views

  32. EA Meetings

    By Effen,
    • 1 reply
    • 1.3k views

  33. Plan termination 2007/2008 payout

    By nancy,
    • 1 reply
    • 811 views

  34. bonding requirement

    By Gary,
    • 1 reply
    • 1.4k views

  35. DB Plan implementation - extension?

    By Hojo,
    • 1 reply
    • 574 views

  36. Early retirement plans and the ADEA/OWBPA

    By Guest Sheila Williams,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  37. Lump Sums

    By Gary,
    • 1 reply
    • 1.1k views

  38. sample 60 day notice

    By thepensionmaven,
    • 1 reply
    • 1.6k views

  39. PBGC Reportable Event

    By AndyH,
    • 1 reply
    • 1.3k views

  40. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026,
    • 1 reply
    • 598 views

  41. QPSA - Single Sum Payment

    By RTK,
    • 1 reply
    • 1.7k views

  42. Modifying Credit Balance Usuage Election

    By Andy the Actuary,
    • 1 reply
    • 804 views
    • Guest
    • Guest

  43. Shortfall amortization election

    By Guest kmvr,
    • 1 reply
    • 976 views

  44. Excess Assets and Possible Discrimination

    By Dougsbpc,
    • 1 reply
    • 1.3k views

  45. Top Heavy DB/DC

    By Dougsbpc,
    • 1 reply
    • 1.3k views

  46. Excise tax penalty for the final year

    By Guest JCao,
    • 1 reply
    • 1.2k views

  47. $100k loan limit and DB plans

    By Cynchbeast,
    • 1 reply
    • 535 views

  48. Contribution for Schedule B

    By richard,
    • 1 reply
    • 1.4k views

  49. QDRO Administration Fees

    By Guest Cobalt,
    • 1 reply
    • 1.4k views

  50. GATT Lookback?

    By David,
    • 1 reply
    • 1.9k views
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