Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. SAS 73 Report

   By §#$%!, April 23, 2007
   • 2 replies
   • 2.8k views
   • 
   • §#$%!
   • April 23, 2007

2. FAS 158 second year reconciliation

   By dmb, February 20, 2008
   • 9 replies
   • 2.8k views
   • 
   • Guest
   • February 27, 2008

3. $5,000 small cashout threshold

   By dmb, February 11, 2016
   • 5 replies
   • 2.8k views
   • 
   • dmb
   • February 17, 2016

4. Combined Plan Max & EGTRRA's New Excise Tax Rules

   By LIBOR, June 28, 2004
   • 8 replies
   • 2.8k views
   • 
   • Hokielady
   • February 5, 2013

5. Cash Balance Plan Minimum Interest Crediting Rate

   By Guest aciepluch, March 14, 2008
   • 8 replies
   • 2.8k views
   • 
   • ak2ary
   • March 17, 2008

6. Plan Loan for a DB/DC combination

   By emmetttrudy, October 31, 2011
   • 10 replies
   • 2.8k views
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   • frizzyguy
   • November 29, 2011

7. IRS Notice 87-20

   By Guest algeis, July 22, 2011
   • 3 replies
   • 2.8k views
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   • Belgarath
   • July 22, 2011

8. Calculation of new shortfall installment

   By Guest DBStudentAct, April 24, 2010
   • 3 replies
   • 2.8k views
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   • Guest
   • April 27, 2010

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

   By JAY21, February 12, 2008
   • 1 reply
   • 2.8k views
   • 
   • Guest
   • February 13, 2008

10. BOY val and freeze

    By ombskid, June 11, 2013
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • June 11, 2013

11. First year deduction

    By John Feldt ERPA CPC QPA, March 26, 2009
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • July 10, 2009

12. 1983 GAM Table

    By austin3515, April 2, 2003
    • 1 reply
    • 2.8k views
    • 
    • MGB
    • April 2, 2003

13. Qualified Replacement Plan for 1 Participant?

    By Dougsbpc, September 23, 2014
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • September 24, 2014

14. rule of 72t??

    By Guest mam, November 29, 1999
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • November 30, 1999

15. Former Employee & Pension Plan Participant as Consultant

    By erisa_novice, February 6, 2017
    • 5 replies
    • 2.8k views
    • 
    • Effen
    • February 7, 2017

16. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026, September 23, 2022
    • 8 replies
    • 2.8k views
    • 
    • truphao
    • September 28, 2022

17. Missed Quarterly Contribution Cure

    By Andy the Actuary, September 9, 2012
    • 8 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • April 21, 2014

18. Easy Q? Why Can't Partners Establish uni/solo-DB With SE Income?

    By namealreadyinuse, March 8, 2006
    • 10 replies
    • 2.7k views
    • 
    • JAY21
    • March 10, 2006

19. Lump Sum Equivalent Benefits

    By Guest lifeweb, September 17, 1998
    • 2 replies
    • 2.7k views
    • 
    • david rigby
    • September 18, 1998

20. MAP 21 and Lump Sum Assumption

    By Craig Jacobs, August 21, 2012
    • 6 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • August 29, 2012

21. Post-EGTRRA "Good Faith" Amendment

    By JAY21, November 3, 2009
    • 11 replies
    • 2.7k views
    • 
    • AndyH
    • November 20, 2009

22. Document updates

    By Guest PVICKERS, September 11, 1998
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • September 11, 1998

23. PBGC Coverage

    By richard, August 24, 1999
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • July 11, 2000

24. Changing Cash Balance Interest Credit Rate

    By Dennis Povloski, July 29, 2005
    • 7 replies
    • 2.7k views
    • 
    • JDuns
    • August 1, 2005

25. Pension Payments Continuing to Deceased Retiree

    By Guest cjk, October 10, 2003
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • October 22, 2003

26. Vesting credit for partial year of employment

    By Guest meggie, March 14, 2001
    • 17 replies
    • 2.7k views
    • 
    • Guest
    • March 29, 2001

27. when does pbgc coverage end

    By SheilaD, July 10, 2012
    • 8 replies
    • 2.7k views
    • 
    • ScottR
    • July 31, 2012

28. Incidental Rule in Regard to Key Employee Insurance

    By Guest MJO, March 18, 2002
    • 7 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 25, 2002

29. 411(d)(6) Final Regulations - EA Meeting Grey Book

    By Guest mingblue, March 31, 2006
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • April 4, 2006

30. Permanency Issue

    By austin3515, November 5, 2004
    • 6 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2004

31. DB/DC Combined Plans - Non Discrimination Testing

    By Gary, April 27, 2007
    • 4 replies
    • 2.7k views
    • 
    • SoCalActuary
    • April 30, 2007

32. Determining Top 25 for Lump Sum Restrictions

    By Guest David M, April 25, 2002
    • 1 reply
    • 2.7k views
    • 
    • MGB
    • April 25, 2002

33. withdrawal liability assumptions

    By Guest toubledea, November 1, 2006
    • 9 replies
    • 2.7k views
    • 
    • JanetM
    • November 3, 2006

34. Vesting CB/PSP Combo Plan

    By Guest John Nelson, September 21, 2007
    • 10 replies
    • 2.7k views
    • 
    • tymesup
    • September 21, 2007

35. Help Needed. Deductibility question from a 'civilian'.

    By robbie, September 1, 2004
    • 25 replies
    • 2.7k views
    • 
    • robbie
    • September 9, 2004

36. 411(d)(6) ?

    By david rigby, December 16, 2009
    • 18 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • December 17, 2009

37. Rotation of Internal Actuaries- Schedule C termination?

    By AndyH, May 18, 2004
    • 9 replies
    • 2.7k views
    • 
    • AndyH
    • May 19, 2004

38. De Minimis comp for 414(s) testing for DB plan

    By AndyH, September 13, 2000
    • 3 replies
    • 2.7k views
    • 
    • AndyH
    • September 19, 2000

39. Missing Participants - DB Termination

    By J. Bringhurst, August 5, 2002
    • 7 replies
    • 2.7k views
    • 
    • david rigby
    • June 10, 2003

40. Soft Plan Freeze

    By rodin011, September 9, 2014   

    • Closing the plan for new entr
    • 10 replies
    • 2.7k views
    • 
    • rodin011
    • September 10, 2014

41. DB Plans and 415 limits

    By Belgarath, January 18, 2017
    • 20 replies
    • 2.7k views
    • 
    • dan.jock
    • January 31, 2017

42. Increasing Mandatory Cash-Out Limit and 411(d)(6)

    By Guest Grumpy456, August 17, 2006
    • 2 replies
    • 2.7k views
    • 
    • david rigby
    • August 17, 2006

43. 2008 Valuations for Small Plans

    By zimbo, March 19, 2008
    • 13 replies
    • 2.7k views
    • 
    • My 2 cents
    • April 8, 2016

44. Shorfall Exemption vs. Negative Amortization

    By dmb, April 19, 2010
    • 8 replies
    • 2.7k views
    • 
    • AndyH
    • April 20, 2010

45. EFAST - DB Plan 5500 Filing w/o Sch SB

    By Guest Richard Feynman, September 30, 2010
    • 11 replies
    • 2.7k views
    • 
    • My 2 cents
    • October 1, 2010

46. Additional Benefits Due

    By richard, October 17, 1998
    • 3 replies
    • 2.7k views
    • 
    • Lorraine Dorsa
    • October 21, 1998

47. Timing of discretionary amendments

    By Guest DIY, March 7, 2006
    • 4 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 7, 2006

48. 404(a)(7)-25% deduction limit

    By Guest joe22, May 19, 2004
    • 9 replies
    • 2.7k views
    • 
    • david rigby
    • May 20, 2004

49. Cash Balance Plan and Cross Tested 401(k)

    By Guest mcw, August 31, 2010
    • 6 replies
    • 2.7k views
    • 
    • Tom Poje
    • September 1, 2010

50. Mike Preston

    By tymesup, May 7, 2024
    • 17 replies
    • 2.7k views
    • 
    • Mr Bagwell
    • May 14, 2024