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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. ERISA Funded Plans

    By Guest KNewman,
    • 1 reply
    • 1.4k views

  2. Stand Alone Software for (a)(4) Testing

    By LIBOR,
    • 1 reply
    • 1.4k views

  3. HCE Owner received RMDS while working, then retired and received a Lump Sum

    By CharlesLeggette,
    • 1 reply
    • 587 views

  4. What is a "contributory defined benefit plan"

    By Guest Ronald,
    • 1 reply
    • 2.9k views

  5. Expiration of PFEA re 415

    By dmb,
    • 1 reply
    • 1.2k views

  6. 415 & Plan Term

    By Penman2006,
    • 1 reply
    • 1k views

  7. "Backloading"

    By emmetttrudy,
    • 1 reply
    • 1.3k views

  8. Capping Benefits Due to 415(b)(1)(B) for Delayed Retiree

    By Eric Taylor,
    • 1 reply
    • 1k views

  9. Defined Benefit Plan - sponsor out of business.

    By Guest art,
    • 1 reply
    • 1.4k views

  10. 412(i) funding

    By Guest warocker1,
    • 1 reply
    • 1.5k views

  11. Restriction Question

    By Penman2006,
    • 1 reply
    • 1k views

  12. PBCG audit?

    By Guest jjren,
    • 1 reply
    • 819 views

  13. Eligible Charity Plans

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

  14. 401(a)(26) and Meaningful Benefits

    By Dougsbpc,
    • 1 reply
    • 2.4k views

  15. plan conversion

    By thepensionmaven,
    • 1 reply
    • 910 views

  16. Granting Service

    By Guest Grumpy456,
    • 1 reply
    • 1.4k views

  17. Cash Balance Plan - Cutback Issue

    By Guest pcohen,
    • 1 reply
    • 1.1k views

  18. Cash Balance Plans RMDs and SOBs

    By Guest jpadavic,
    • 1 reply
    • 2k views

  19. Flat Benefit Safe Harbor with Top Heavy Accruals

    By Guest sdolce,
    • 1 reply
    • 1.2k views

  20. Full funding Limitation

    By abanky,
    • 1 reply
    • 1.2k views

  21. Conversion of a 412(i) Plan

    By ac,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  22. Cash Balance Plan Determination Letters

    By Guest Edward McElroy,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  23. Successor Plan

    By dan.jock,
    • 1 reply
    • 917 views

  24. unit credit plan accruals

    By Gary,
    • 1 reply
    • 1.6k views

  25. Excluding service prior to adoption of the plan for vetsing

    By Tom,
    • 1 reply
    • 542 views

  26. Amendment to Cafeteria Plan

    By Guest ndgal,
    • 1 reply
    • 1.8k views

  27. NY Times - Pension Accounting Editorial - Comments?

    By mwyatt,
    • 1 reply
    • 1.1k views
    • MGB
    • MGB

  28. H.R. 1779Will this have impact to DB Plans?

    By Guest fcdeacy,
    • 1 reply
    • 962 views

  29. Non-discrimination Testing

    By Guest The Pension Kid,
    • 1 reply
    • 1.7k views

  30. Survivor benefit plan

    By Guest nelsonabby,
    • 1 reply
    • 1.3k views

  31. Eligibility

    By WM,
    • 1 reply
    • 573 views

  32. 415(e)

    By David,
    • 1 reply
    • 1.5k views

  33. 411(d)(6) protected lump sum interest rates.

    By Gary,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  34. Reduced PBGC Premiums not Included in EGTRRA

    By Guest pension222,
    • 1 reply
    • 1.3k views

  35. 6707A Moratorium

    By Randy Watson,
    • 1 reply
    • 942 views

  36. troubled plan

    By Gary,
    • 1 reply
    • 1k views

  37. PBGC Form EA-S

    By dmb,
    • 1 reply
    • 538 views

  38. Early ret requirements under cash balance plan

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

  39. Change Funding Method - Automatic Approval

    By Guest Scott McHenry,
    • 1 reply
    • 1.9k views

  40. OPEB??

    By Guest Amanda Davis,
    • 1 reply
    • 1.3k views

  41. Plan Amendment and Vesting

    By Guest jfreeborn,
    • 1 reply
    • 791 views

  42. Court case on 417(e) calculations

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

  43. IRS Audit Checklist

    By Guest meggie,
    • 1 reply
    • 2.2k views

  44. Disability benefits that comply with the ADEA

    By Everett Moreland,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  45. Top Heavy Determination - DB Plan Termination and 401(k) Adoption

    By Guest f1234,
    • 1 reply
    • 1.5k views

  46. Full Funding Limit in Year of Freeze

    By Guest mingblue,
    • 1 reply
    • 1.3k views

  47. Plan Amendment

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

  48. Plan assets and cash value

    By retbenser,
    • 1 reply
    • 1.2k views

  49. Restricted Benefits under a DB plan

    By Guest meggie,
    • 1 reply
    • 1.5k views

  50. MRD for New Plan

    By mwyatt,
    • 1 reply
    • 1.3k views
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