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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Medical Group Compensation

    By richard,
    • 9 replies
    • 2k views

  2. Calculation of PIA

    By Gary,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  3. When is contribution credited for Minimum Funding? Date deposited or d

    By Guest,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  4. Regarding the conversion of Rockwell retirement plan into the Boeing P

    By Guest mikeythefool,
    • 1 reply
    • 3.3k views

  5. 412(i) plan - premium not paid - how to complete Schedule B

    By Lorraine Dorsa,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  6. Actuarial increases for working beyond age 65, where there is a prior

    By Gary,
    • 1 reply
    • 2.1k views

  7. Former employee's rights to plan documents

    By Alonzo,
    • 2 replies
    • 1.5k views

  8. OBRA FFL Bases an Aggregate Method - HOT NEWS

    By Guest,
    • 9 replies
    • 2k views

  9. Frozen Plan and new participants

    By mwyatt,
    • 4 replies
    • 2.9k views
    • Guest
    • Guest

  10. Has anyone else ever had the following situation: freeze participation

    By John A,
    • 11 replies
    • 3.4k views

  11. Anyone have any samples or information regarding RFP for Actuaries

    By Guest Shawn Kroeger,
    • 2 replies
    • 2.5k views

  12. Employee notification when PBGC variable premiums are required

    By richard,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  13. Real Estate assets in DB: Prohibited Transaction

    By Guest RW,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  14. Experience with Bonding/Letter of Credit in regards to HCE restricted

    By AndyH,
    • 0 replies
    • 1.6k views

  15. REDUCED EXCISE TAX ON REVERSIONS

    By Guest steve dolce,
    • 2 replies
    • 1.9k views

  16. How do break in service rules apply to service pre-ERISA?

    By chris,
    • 3 replies
    • 3.5k views

  17. Funded by 12/31 or when Taxes Filed

    By Guest hherpel,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  18. EA Meetings

    By Guest,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  19. Lump sum payments after conversion to cash balance plan

    By Guest nicktaldone,
    • 2 replies
    • 1.5k views

  20. Partnership Info Needed

    By Guest Don N,
    • 5 replies
    • 1.7k views
    • Guest
    • Guest

  21. post 65 accruals

    By Guest Amy Erlbacher Anderson,
    • 2 replies
    • 1.7k views

  22. Changing NRA (60 to 55)

    By David,
    • 8 replies
    • 2.4k views

  23. Lump sum distribution to a deferred vested participant

    By Guest,
    • 2 replies
    • 4k views

  24. 404(a)(7) Limitation - DB/DC Plans

    By Guest Mike Muller,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  25. Testing Service used in the General Test for non-safe harbor defined b

    By Guest joanna,
    • 1 reply
    • 1.3k views

  26. Cash Balance Plans/EEOC

    By Guest pwh,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  27. Plan Integration - 401(l)

    By Gary,
    • 1 reply
    • 1.5k views

  28. Is there any circumstance in which the top-heavy minimum would be base

    By Guest joanna,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  29. SS PIA Estimate

    By Gary,
    • 1 reply
    • 2.1k views

  30. Minimum Required Distributions

    By Guest Jonah S,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  31. Lump Sums Under Contributory DB Plan

    By Guest Don N,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  32. Terminating DB Plan

    By Hoard1,
    • 0 replies
    • 1.4k views

  33. 30 Year Treasury Rates

    By Guest Don N,
    • 2 replies
    • 1.5k views

  34. Significant Increase in Plan Assets

    By Guest lifeweb,
    • 4 replies
    • 1.5k views

  35. Union Sponsered Defined Benefit question

    By Guest Brent_Hyatt,
    • 2 replies
    • 1.4k views

  36. DB Plan Termination

    By Guest le190,
    • 4 replies
    • 1.6k views

  37. Deductible contributons for terminating DB plan under 404(g)

    By Guest Ted Munice,
    • 8 replies
    • 2.3k views

  38. Does anyone know what the IRS position on how low a plan sponsor can s

    By Guest Frank Berrodin,
    • 4 replies
    • 1.6k views

  39. Reasonable Funding Methods

    By Guest Ken Houck,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  40. Gatt Amendment

    By Gary,
    • 1 reply
    • 1.9k views

  41. 415(b) limits

    By Gary,
    • 0 replies
    • 1.9k views

  42. model defined benefit plan document

    By Guest Bruce Marotta,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  43. What is the scoop on 412(i) defined benefit plans

    By Guest Paul Katz,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  44. Leased employee covered by leasing orginizations DB plan.

    By Guest Larry McNamara,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  45. Notice for Participants Ineligibility

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

  46. FAS 87 / 88 Worksheets

    By david rigby,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  47. Pension calculation for lump sum rollover is 40+% less than it was 18

    By Guest dpeverhart,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  48. Lump sum death benefits question (follow-up to July '99 thread on this

    By Guest Letocha,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  49. Retroactive payments taxable in which year?

    By Guest LC Brosio,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  50. Indian Tribal Governments

    By Guest JayB,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest
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