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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Has anyone an opinin on or experience with converting a 412i into a tr

    By Guest NPaleveda,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  2. 401(a)(17) Limit for Year of Benefit Accrual Freeze

    By J. Bringhurst,
    • 1 reply
    • 1.8k views

  3. Cash Balance Plans - Fractional Rule

    By Mister Met,
    • 1 reply
    • 1.1k views

  4. 415-paired DB plans

    By VeryOldMan,
    • 1 reply
    • 602 views

  5. Controlled Groups

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

  6. 415 DeMinimus 10k Benefit

    By JAY21,
    • 1 reply
    • 1.2k views

  7. Transitioanl Segment Rates for Valuation

    By flosfur,
    • 1 reply
    • 844 views

  8. Annual Funding Notice replaces SAR for Defined Benefit Plans

    By Eve Sav,
    • 1 reply
    • 1.4k views

  9. Break in service, average comp

    By Guest DBStudentAct,
    • 1 reply
    • 824 views

  10. CBP Comp Definition

    By Cloudy,
    • 1 reply
    • 991 views

  11. Determination letter for individual designed hybrid plan

    By Sarah73,
    • 1 reply
    • 689 views

  12. Shultz memo minimum in the year of termination

    By Bri,
    • 1 reply
    • 482 views

  13. Is a defined benefit plan considered a qualified retirement plan?

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

  14. Taking two tax deductions in one plan year.

    By Guest TracyAndrews,
    • 1 reply
    • 1.4k views

  15. PBGC filing error

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

  16. How to make election to contribute over the maximum deductible amount.

    By Guest PSHowell,
    • 1 reply
    • 969 views

  17. FASB and Cash Balance Plans

    By Guest smstls,
    • 1 reply
    • 1.3k views

  18. Calculation of late retirement benefit

    By ac,
    • 1 reply
    • 1.7k views

  19. Funding Standards

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

  20. Is this correct?

    By SSRRS,
    • 1 reply
    • 585 views

  21. DB-403b testing

    By dmb,
    • 1 reply
    • 999 views

  22. Restriction on Accelerated Distributions

    By Cloudy,
    • 1 reply
    • 989 views

  23. selling practice-cash balance plan

    By Dinosaur,
    • 1 reply
    • 586 views

  24. Current Liability Interest Rates

    By Guest david traverso,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  25. Deficit Reduction Contribution

    By Guest sdolce,
    • 1 reply
    • 1.7k views

  26. FAE definition

    By Guest blackacre,
    • 1 reply
    • 2.5k views

  27. Section 415(b)(1)(A) and EGTRRA

    By Guest lisbetf,
    • 1 reply
    • 1.3k views
    • MGB
    • MGB

  28. QJSA - Disability Auxiliary Benefit

    By RTK,
    • 1 reply
    • 3k views
    • JPE
    • JPE

  29. Can I start/convert a Roth IRA and have a DB plan too?

    By Guest gasser,
    • 1 reply
    • 970 views

  30. Filing SB after discovering document mistakes

    By Pension RC,
    • 1 reply
    • 831 views

  31. Controlled group attribution

    By himt4,   
    • 1 reply
    • 1k views

  32. Discontinuing a Pension Plan

    By Guest FL GRRL,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  33. Determining whether spousal consent is required

    By Guest BOK,
    • 1 reply
    • 1.5k views

  34. 100% J & S Adjustment

    By Dougsbpc,
    • 1 reply
    • 1k views

  35. Death of alternative payee before designating beneficiary

    By Guest Eva14,   
    • 1 reply
    • 1.2k views

  36. 412 Minimum funding and Plan Disqualification

    By JGordon,
    • 1 reply
    • 687 views

  37. EA AFTAP Certification

    By Gary,
    • 1 reply
    • 2.2k views

  38. Employee coverage by name

    By flosfur,
    • 1 reply
    • 913 views

  39. FASB recognition of future plan amendments(specifically EGTRRA)

    By Guest guppy,
    • 1 reply
    • 879 views

  40. Beneficiary Designation - Protected Benefit?

    By Guest MOY,
    • 1 reply
    • 1.8k views

  41. Early Retirement Windows - A More Interesting Question

    By LIBOR,
    • 1 reply
    • 1.2k views

  42. EOY Quarterlies

    By FAPInJax,
    • 1 reply
    • 984 views

  43. Can a 412i plan have a plan loan provision? DB Money Purchas Plans pla

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

  44. Current Trends in Retirement Plans

    By Gary,
    • 1 reply
    • 1.7k views

  45. Is a terminating amendment needed for this individually designed DB plan?

    By MeTooToo,
    • 1 reply
    • 895 views

  46. Can a 412i plan intergrate social security-is there a program that run

    By Guest NPaleveda,
    • 1 reply
    • 1.4k views

  47. Reportable Event Notice to PBGC

    By Guest penman,
    • 1 reply
    • 1.4k views

  48. Impact of PPA on annuity prices

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

  49. QDRO

    By Guest duped1,
    • 1 reply
    • 1.2k views

  50. Opening balance in cash balance plan

    By Gary,
    • 1 reply
    • 1.8k views
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