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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. RMD Determination

    By Reggie,
    • 1 reply
    • 548 views

  2. Which conversion table?

    By david rigby,
    • 1 reply
    • 1.4k views

  3. Compensation for Non Discrimination Testing

    By Gary,
    • 1 reply
    • 1.4k views

  4. PPA 06 Small Plan Unisex Mortality

    By carrots,
    • 1 reply
    • 1.2k views

  5. Missed RMDs

    By Just Me,
    • 1 reply
    • 1.7k views

  6. PBGC Coverage Determination

    By ConnieStorer,
    • 1 reply
    • 515 views

  7. Death Benefit paid from pension plan

    By Guest forum4,
    • 1 reply
    • 1.6k views

  8. PPA 06 Funding Method

    By JAY21,
    • 1 reply
    • 1.1k views

  9. FASB 87 Reporting

    By Guest Turtle_01,
    • 1 reply
    • 1.5k views

  10. Testing Benefits, Rights and Features

    By Guest Spock,
    • 1 reply
    • 1.4k views

  11. Not PBGC Covered? Substantial Owner Plan?

    By justanotheradmin,
    • 1 reply
    • 608 views

  12. ERISA rules for employee terminating in 1975. Eligible or not?

    By Guest Carl Miller,
    • 1 reply
    • 1.4k views

  13. Takeover plan; change in funding method that must be disclosed?

    By Guest,
    • 1 reply
    • 1.4k views

  14. 2009 AFTAP Certification

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

  15. Post-PPA Funding Rules for Money Purchase Plans

    By J. Bringhurst,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  16. Reversion????

    By Guest,
    • 1 reply
    • 1.7k views

  17. US Doctor with Foreign Income

    By CAR,
    • 1 reply
    • 1.2k views

  18. 412(i) plan termination

    By jkharvey,
    • 1 reply
    • 2.1k views

  19. Target Normal Cost

    By Gary,
    • 1 reply
    • 1.1k views

  20. insurance in a defined benefit plan

    By thepensionmaven,
    • 1 reply
    • 854 views

  21. Amending NRA and Cushion Amount

    By Andy the Actuary,
    • 1 reply
    • 1.4k views

  22. Testing Query

    By Guest DBStudentAct,
    • 1 reply
    • 911 views

  23. 2009 RMD for DB Plan w/ Rollover account under WRERA

    By JBones,
    • 1 reply
    • 1.1k views

  24. Single Employer Union DB with scheduled benefit increases under PPA

    By mwyatt,
    • 1 reply
    • 1k views

  25. Remedy for active employee who discovers error in accrued benefit.

    By Gary,
    • 1 reply
    • 1.4k views

  26. Plan Termination Question

    By Guest mingblue,
    • 1 reply
    • 1k views

  27. EGTRRA revisit

    By Gary,
    • 1 reply
    • 926 views

  28. Does the DOL agree that adopting a "safe harbor" interest ra

    By JDuns,
    • 1 reply
    • 1.4k views

  29. Is there a technique for using excess pension assets to pay for group

    By Guest Ted H Munice,
    • 1 reply
    • 1.4k views

  30. Restricted Participant under 1.401(a)(4)-5(b)

    By Guest meggie,
    • 1 reply
    • 4.1k views
    • MGB
    • MGB

  31. Employer Late on Distribution

    By Dougsbpc,
    • 1 reply
    • 1.1k views

  32. Exemption from New Shortfall Base Versus Early Deemed Amortization Upon Attainment of Funding Target

    By Guest Jcarolan,
    • 1 reply
    • 3k views

  33. cash balance plan design

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

  34. Schedule SB Line 16

    By Pension RC,
    • 1 reply
    • 1.3k views

  35. FIL method, UAL < 0, No FFC, RP 2000-40

    By Effen,
    • 1 reply
    • 1.1k views

  36. 401(a)(17) limit if FAE using monthly average

    By Guest Mike Spickard,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  37. Septuagenerian new hire

    By Guest Etseq,
    • 1 reply
    • 1.1k views

  38. restrictions on benefit payments to certain HCEs

    By Gudgergirl,
    • 1 reply
    • 1.5k views

  39. How soon to notify vested terminated employee?

    By tuni88,
    • 1 reply
    • 1.1k views

  40. IRN 2023-73 417 Mortality Table, why only 5 decimal places?

    By mwyatt,
    • 1 reply
    • 541 views

  41. Conversion to Cash Balance plan

    By Guest stippins,
    • 1 reply
    • 1.4k views

  42. Hurricane disaster relief & sch. B

    By doombuggy,
    • 1 reply
    • 926 views

  43. LLC terminated 1st year of plan

    By RobN,
    • 1 reply
    • 1.1k views

  44. 436 Participant Notice

    By Penman2006,
    • 1 reply
    • 1.3k views

  45. plan termination

    By Guest basilb,
    • 1 reply
    • 1k views

  46. PPA

    By IRA,
    • 1 reply
    • 858 views

  47. Waiver/Forfeit by Owner of Benefits on Plan TM

    By Guest Pete Joachim,
    • 1 reply
    • 1.4k views

  48. Segregated Accounts in DB Plan

    By Hoard1,
    • 0 replies
    • 1.7k views

  49. AP Article on Cash Balance plans

    By Guest GregSelf,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  50. Funding Target

    By Gary,
    • 0 replies
    • 1.1k views
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