Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Adoption of Plan and Deduction

   By Dougsbpc, March 21, 2006
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • March 21, 2006

2. Adoption of plan with retroactive effective date

   By Guest JDL, January 8, 2003
   • 6 replies
   • 2.1k views
   • 
   • Mike Preston
   • March 7, 2003

3. Advance funding of early retirement window

   By AndyH, January 23, 2001
   • 7 replies
   • 1.5k views
   • 
   • AndyH
   • January 26, 2001

4. Advanced Contribution

   By Pension RC, July 23, 2013   

   • DB Plan
   • Maximum Deductible
   • 4 replies
   • 1.9k views
   • 
   • My 2 cents
   • July 24, 2013

5. Advocate for participants in 412i plan - please help

   By Guest Dean2010, June 11, 2010
   • 2 replies
   • 1k views
   • 
   • Mike Preston
   • June 11, 2010

6. Affiliated Service Group

   By Guest Randel Renegar, November 13, 2002
   • 1 reply
   • 1.2k views
   • 
   • mbozek
   • November 13, 2002

7. Affiliated Service Group

   By Guest stanlipton, April 12, 2013
   • 0 replies
   • 854 views
   • 
   • Guest
   • April 12, 2013

8. affiliated service group and 401(a)(26)

   By emmetttrudy, June 13, 2013
   • 1 reply
   • 926 views
   • 
   • JAY21
   • June 25, 2013

9. Affiliated Service Group Compensation

   By mming, February 23, 2004
   • 1 reply
   • 1.1k views
   • 
   • David MacLennan
   • February 24, 2004

10. Affiliated Service Group Deductions

    By Guest skc, October 20, 2010
    • 0 replies
    • 846 views
    • 
    • Guest
    • October 20, 2010

11. Affiliated Service Group Questionnaire

    By AndyH, July 13, 2021
    • 13 replies
    • 1.8k views
    • 
    • shERPA
    • September 1, 2021

12. affiliated service group/ controlled group

    By mefrancis1729, October 4, 2016
    • 1 reply
    • 775 views
    • 
    • Mr Bagwell
    • October 5, 2016

13. Affiliated Service Group/404(a)(7) Issue

    By JAY21, February 11, 2005
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • February 11, 2005

14. AFN For EZ-Filer

    By emmetttrudy, May 24, 2017
    • 5 replies
    • 1.1k views
    • 
    • Effen
    • May 24, 2017

15. AFN Supplement Question

    By tuni88, June 20, 2015
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • June 21, 2015

16. AFNs and missed quarterlies

    By Effen, August 31, 2010
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • August 31, 2010

17. AFTAP

    By Effen, October 2, 2009
    • 13 replies
    • 2.9k views
    • 
    • Mike Preston
    • October 5, 2009

18. AFTAP

    By YankeeFan, March 4, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 6, 2009

19. AFTAP

    By Guest Sus95, July 18, 2008
    • 9 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • July 19, 2008

20. AFTAP

    By Guest lerieleech, April 1, 2008
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • April 2, 2008

21. AFTAP

    By Blinky the 3-eyed Fish, February 11, 2008
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • February 14, 2008

22. AFTAP - Annuity Purchase

    By Craig Jacobs, September 14, 2015
    • 3 replies
    • 3.2k views
    • 
    • My 2 cents
    • September 16, 2015

23. AFTAP - One Person Plan

    By Andy the Actuary, January 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 22, 2009

24. AFTAP -- Frequently A Total Waste of Time

    By Andy the Actuary, July 15, 2010
    • 10 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • July 16, 2010

25. AFTAP -- The Substitution Game -- WRERA

    By Andy the Actuary, January 21, 2009
    • 11 replies
    • 1.8k views
    • 
    • tymesup
    • January 27, 2009

26. AFTAP & Deemed Burn Timing

    By JBones, September 29, 2010
    • 3 replies
    • 1.3k views
    • 
    • JBones
    • October 4, 2010

27. AFTAP < 60%

    By emmetttrudy, May 12, 2010
    • 4 replies
    • 1.7k views
    • 
    • Effen
    • May 18, 2010

28. AFTAP < 60%

    By emmetttrudy, November 17, 2009
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • November 18, 2009

29. AFTAP < 60%

    By Dinosaur, September 25, 2009
    • 4 replies
    • 1.4k views
    • 
    • dmb
    • September 29, 2009

30. AFTAP <80%

    By Dougsbpc, December 19, 2008
    • 0 replies
    • 914 views
    • 
    • Dougsbpc
    • December 19, 2008

31. AFTAP after Technical Corrections bill

    By dmb, January 13, 2009
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 13, 2009

32. AFTAP and -11(g) Amendments

    By Guest merlin, November 6, 2008
    • 1 reply
    • 969 views
    • 
    • ak2ary
    • November 7, 2008

33. AFTAP and Burning the FSCB

    By Blinky the 3-eyed Fish, March 25, 2008
    • 9 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 28, 2008

34. AFTAP and Burning the FSCB (Part 2)

    By dmb, March 27, 2008
    • 7 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2008

35. AFTAP and caryover balance burn

    By chc93, June 11, 2008
    • 9 replies
    • 2.5k views
    • 
    • chc93
    • June 12, 2008

36. AFTAP and Contributions

    By Andy the Actuary, December 4, 2008
    • 7 replies
    • 2.2k views
    • 
    • ak2ary
    • December 10, 2008

37. AFTAP and Distribution

    By Dougsbpc, March 29, 2016
    • 0 replies
    • 674 views
    • 
    • Dougsbpc
    • March 29, 2016

38. AFTAP and distributions

    By ombskid, January 21, 2011
    • 1 reply
    • 831 views
    • 
    • david rigby
    • January 21, 2011

39. AFTAP and EOY val

    By Guest Sus95, February 11, 2008
    • 9 replies
    • 1.1k views
    • 
    • zimbo
    • February 14, 2008

40. AFTAP and new plan

    By Guest Sus95, March 25, 2008
    • 14 replies
    • 3k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2008

41. AFTAP and new plan

    By AndyH, February 12, 2008
    • 3 replies
    • 1.1k views
    • 
    • Penman2006
    • February 12, 2008

42. AFTAP and participant loans

    By Belgarath, July 23, 2009
    • 7 replies
    • 2.7k views
    • 
    • AndyH
    • July 24, 2009

43. AFTAP and Plan Amendments Effective 1/1/07

    By Guest s.c.semler, February 14, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 15, 2008

44. AFTAP and Restrictions on benefit withdrawals

    By Guest Carol Caruthers, April 23, 2008
    • 1 reply
    • 1.6k views
    • 
    • ak2ary
    • April 23, 2008

45. AFTAP and termination

    By Guest RBlaine, December 4, 2008
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • December 29, 2008

46. AFTAP and un-paid prior contributions

    By Rob P, March 4, 2009
    • 1 reply
    • 902 views
    • 
    • Effen
    • March 4, 2009

47. AFTAP between 60 and 80%

    By nancy, December 1, 2008
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • December 2, 2008

48. AFTAP Calculation Questions

    By tuni88, March 30, 2008
    • 14 replies
    • 5k views
    • 
    • tuni88
    • March 31, 2008

49. AFTAP Certification

    By Andy the Actuary, November 26, 2007
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • November 26, 2007

50. AFTAP Certification

    By JAY21, October 29, 2007
    • 3 replies
    • 2k views
    • 
    • FAPInJax
    • October 31, 2007