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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. Cash Balance question for Richard

    By Gary,
    • 1 reply
    • 2k views

  2. Protected benefits

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

  3. Demutualization Proceeds

    By Guest planman,
    • 1 reply
    • 1.2k views

  4. DB Gov't "pick-up" Plan; 401(k) impact

    By JAY21,
    • 1 reply
    • 980 views

  5. Cash balance plans - 2008 distributions - market rate?

    By Guest Cher,
    • 1 reply
    • 1.2k views

  6. Excess Loan in a DB Plan - How to Handle

    By emmetttrudy,
    • 1 reply
    • 891 views

  7. Minor as Pension Benefit Annuity Recipient

    By cwallace,
    • 1 reply
    • 995 views

  8. PBGC or GATT

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

  9. small plan, can we change val date from BOY to EOY?

    By Audrey,
    • 1 reply
    • 868 views

  10. Ongoing funding ratios - actuarial value or market value

    By Guest Keith N,
    • 1 reply
    • 1.5k views

  11. Boehner Bill HR 2830, Pension Protection Act of 2005

    By §#$%!,
    • 1 reply
    • 1.6k views

  12. Short PY & Min/Max contribution under PPA?

    By flosfur,
    • 1 reply
    • 973 views

  13. What is the dollar limit if taxes have been paid on prior DB Plan

    By Guest Roman,
    • 1 reply
    • 1.5k views

  14. Prohibited Payments and Plan Aggregation

    By Guest Aaron Pierce,
    • 1 reply
    • 1.1k views

  15. What to do with large investment returns in a Cash Balance Plan

    By ac,
    • 1 reply
    • 859 views

  16. Rollover for missing participant in non-PBGC covered plans

    By ElaineW,
    • 1 reply
    • 687 views

  17. MVAR include 401(k) deferrals ?

    By JAY21,
    • 1 reply
    • 2.4k views

  18. Final 415 Regulations - Amendment Deadline

    By J. Bringhurst,
    • 1 reply
    • 4.8k views

  19. affiliated service group/ controlled group

    By mefrancis1729,
    • 1 reply
    • 780 views

  20. Non-qualifed supplemental plan with SFAS 87 accounting

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

  21. Projected Unit Credit plan out of balance

    By Guest lisbetf,
    • 1 reply
    • 1k views

  22. Top heavy credit

    By FAPInJax,
    • 1 reply
    • 896 views

  23. Prepaid Pension Asset (FASB158)

    By Andy the Actuary,
    • 1 reply
    • 2.1k views

  24. Late 5500

    By Pension RC,
    • 1 reply
    • 768 views

  25. GATT interest rate - change in basis

    By Guest Mike Spickard,
    • 1 reply
    • 1.9k views
    • MGB
    • MGB

  26. reduction of benefits

    By abanky,
    • 1 reply
    • 912 views

  27. 414k account & MRDs

    By D Syrett,
    • 1 reply
    • 1.2k views

  28. Waiver of Benefits under a DB Plan

    By Guest EMM118,
    • 1 reply
    • 1k views

  29. Change In Actuarial Cost Method - Automatic Approval

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

  30. Amending Plan after Year-End

    By MGOAdmin,   
    • 1 reply
    • 1.3k views

  31. E.A. Exams

    By Guest J. Dan Brown,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  32. Determining XRA under ERISA 4044

    By Guest HarveyC,
    • 1 reply
    • 2.1k views

  33. Can a final average ever be higher than the average of the 401(a)17 limits for the years considered in the average?

    By Guest elem,
    • 1 reply
    • 1.3k views

  34. Non-deductible contributions

    By Guest flogger,
    • 1 reply
    • 1.8k views

  35. Is there an Option to use pre-PPA 06 417(e) rates

    By JAY21,
    • 1 reply
    • 2.8k views
    • Guest
    • Guest

  36. Schedule SB

    By nancy,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  37. Benefit Accrual after Back Pay Award-Maximum hours of service credited

    By Guest Jeff Kropp,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  38. RMD related

    By Jakyasar,
    • 1 reply
    • 370 views

  39. Section 404 maximum & Short Plan year

    By flosfur,
    • 1 reply
    • 1.7k views

  40. Reduction to 404 deduction limit for HCE amendments

    By AndrewM,
    • 1 reply
    • 939 views

  41. Target Replacement Rates in DB Plans

    By Guest woodward618,
    • 1 reply
    • 1.2k views

  42. Heinz/Rev. Proc. 2005-23

    By Randy Watson,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  43. 415 Compensation Limit

    By Andy the Actuary,
    • 1 reply
    • 1.8k views

  44. Products Marketed to DB plans

    By Guest edemby,
    • 1 reply
    • 1.2k views

  45. Rehired EE

    By david rigby,
    • 1 reply
    • 1.4k views

  46. Rev. Proc. 2000-41

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

  47. Quarterly penalties (Again#!?#?$?@)

    By FAPInJax,
    • 1 reply
    • 1.2k views

  48. Non-spouse beneficiary rules under PPA

    By Guest Peggy806,
    • 1 reply
    • 996 views

  49. change in funding method?

    By Gary,
    • 1 reply
    • 878 views

  50. Mortality Tables - IRS Notice 2008-85

    By david rigby,
    • 1 reply
    • 2.4k views
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