Jump to content

Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. Lump sum instead of monthly annuity

    By SSRRS,
    • 2 replies
    • 723 views

  2. Duplicate 1099-R

    By BH1528,
    • 2 replies
    • 1.1k views

  3. Defined Benefit/Defined Contribution Combo?

    By Pammie57,
    • 8 replies
    • 894 views

  4. Incorrect Trustee in Plan Document

    By kmhaab,
    • 3 replies
    • 767 views

  5. Retiree Wants to Stop Receiving Pension

    By TimR,   
    • 8 replies
    • 3.3k views

  6. Non-taxable contributions in the 1099R/EPCRS correction

    By With Appreciation....,
    • 9 replies
    • 1.8k views

  7. Applying Benefit Service Limit Across Multiple Formulas

    By CuseFan,
    • 4 replies
    • 482 views

  8. Contributory multiemployer DB Plan

    By RWPHoenix,
    • 5 replies
    • 1k views

  9. Cash Balance Plan Question

    By Dougsbpc,
    • 2 replies
    • 1k views

  10. change in valuation date

    By jane murray,
    • 1 reply
    • 1.1k views

  11. Mandatory cashout at RBD interest question

    By MichMM,
    • 1 reply
    • 595 views

  12. Missing Participant Turns Up After Paying PBGC

    By BH1528,
    • 1 reply
    • 757 views

  13. 411(d)(6) and actuarial equivalence

    By Draper55,
    • 1 reply
    • 686 views

  14. QPSA: def of "earliest retirement age"

    By roy819,
    • 2 replies
    • 1.1k views

  15. Minimum Funding Cash Balance Plan

    By ErnieG,
    • 9 replies
    • 2.1k views

  16. Nonresponsive Participants in Terminating DB Plan

    By BH1528,
    • 3 replies
    • 1.4k views

  17. RMD for not quite terminated employee

    By BH1528,
    • 2 replies
    • 970 views

  18. funding to the 415 limit at plan termination

    By K2,
    • 9 replies
    • 1.2k views

  19. Cash balance plan termination and adoption of new one

    By cathyw,
    • 14 replies
    • 3.6k views

  20. Mortality Assumption for Actuarial Equivalence

    By C. B. Zeller,
    • 4 replies
    • 1.4k views

  21. 401h and overfunded plan

    By K2,
    • 3 replies
    • 1.2k views

  22. DB plan waiting for people to hit NRA

    By Bri,
    • 3 replies
    • 611 views
    • Bri
    • Bri

  23. October 417(e) Interest Rates

    By Sellarsian,
    • 5 replies
    • 1.7k views

  24. Premature termination of Defined Benefit Plan

    By ZakOregon,
    • 8 replies
    • 1.4k views

  25. Allocating Contributions

    By SSRRS,
    • 4 replies
    • 612 views

  26. Uncashed Pension Checks

    By poisnivey,   
    • 2 replies
    • 1.1k views

  27. APR at age 65 if Actuarial Assumption are 1994 GAM without setback, pre/post 7% and 5%

    By AdKu,
    • 5 replies
    • 1k views

  28. Academy Bylaw changes

    By Effen,
    • 7 replies
    • 1k views

  29. RMD - Vesting/Start Date Question

    By pensionam,
    • 10 replies
    • 2.7k views

  30. In-Service Distributions - Related Rollover from a DB Plan

    By Towanda,
    • 4 replies
    • 1.1k views

  31. back up calculations

    By SSRRS,
    • 2 replies
    • 651 views

  32. Combined Top Heavy CB/DC - Gateway?

    By Dougsbpc,
    • 0 replies
    • 712 views

  33. Paying lump sums after window expires

    By James,
    • 4 replies
    • 954 views

  34. Minimum Gateway DB/DC combo

    By John Feldt ERPA CPC QPA,
    • 3 replies
    • 1.2k views

  35. Insurance in DB/DC combo plan

    By Earl,
    • 2 replies
    • 594 views

  36. DC Contribution made to DB account

    By SSRRS,
    • 4 replies
    • 1.2k views

  37. Initial year double deduction

    By PowerCPA,
    • 4 replies
    • 771 views

  38. NOIT

    By K2,
    • 2 replies
    • 631 views
    • K2
    • K2

  39. 4980(d) Qualified Replacement Plan

    By JAY21,
    • 4 replies
    • 2.6k views

  40. QPSA question

    By roy819,
    • 2 replies
    • 2.4k views

  41. Sunrise Sunset

    By tuni88,
    • 4 replies
    • 752 views

  42. HATFA §2003(c) Amendment Deadline

    By TheoDawg,
    • 0 replies
    • 716 views

  43. Minimum Funding Deadline - Florence

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 855 views

  44. Control Group Spousal Attribution in Community Property State

    By sgoss,   
    • 19 replies
    • 2.6k views

  45. C-Corp 10/15 1120 deadline vs 430 9/15 funding deadline

    By shERPA,
    • 9 replies
    • 1.7k views

  46. Missed minimum funding deadline of September 15, but said date falls on a weekend.

    By Pxhesq,
    • 10 replies
    • 3.5k views

  47. Is Form 5310-a necessary for DB surplus transfer to QRP?

    By cheersmate,   
    • 4 replies
    • 1.3k views

  48. DB deductions

    By JARichardson,   
    • 1 reply
    • 653 views

  49. Determine Mortality Table Used

    By mctoe,
    • 4 replies
    • 755 views

  50. Company owner is also union employee

    By digger,
    • 4 replies
    • 2.9k views
×
×
  • Create New...