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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. funding to the 415 limit at plan termination

    By K2,
    • 9 replies
    • 1.1k views

  2. Cash balance plan termination and adoption of new one

    By cathyw,
    • 14 replies
    • 3.3k views

  3. Mortality Assumption for Actuarial Equivalence

    By C. B. Zeller,
    • 4 replies
    • 1.3k views

  4. 401h and overfunded plan

    By K2,
    • 3 replies
    • 1.1k views

  5. DB plan waiting for people to hit NRA

    By Bri,
    • 3 replies
    • 570 views
    • Bri
    • Bri

  6. October 417(e) Interest Rates

    By Sellarsian,
    • 5 replies
    • 1.7k views

  7. Premature termination of Defined Benefit Plan

    By ZakOregon,
    • 8 replies
    • 1.3k views

  8. Allocating Contributions

    By SSRRS,
    • 4 replies
    • 570 views

  9. Uncashed Pension Checks

    By poisnivey,   
    • 2 replies
    • 1k views

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

    By AdKu,
    • 5 replies
    • 990 views

  11. Academy Bylaw changes

    By Effen,
    • 7 replies
    • 977 views

  12. RMD - Vesting/Start Date Question

    By pensionam,
    • 10 replies
    • 2.5k views

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

    By Towanda,
    • 4 replies
    • 1.1k views

  14. back up calculations

    By SSRRS,
    • 2 replies
    • 604 views

  15. Combined Top Heavy CB/DC - Gateway?

    By Dougsbpc,
    • 0 replies
    • 676 views

  16. Paying lump sums after window expires

    By James,
    • 4 replies
    • 908 views

  17. Minimum Gateway DB/DC combo

    By John Feldt ERPA CPC QPA,
    • 3 replies
    • 1.1k views

  18. Insurance in DB/DC combo plan

    By Earl,
    • 2 replies
    • 560 views

  19. DC Contribution made to DB account

    By SSRRS,
    • 4 replies
    • 1.1k views

  20. Initial year double deduction

    By PowerCPA,
    • 4 replies
    • 730 views

  21. NOIT

    By K2,
    • 2 replies
    • 589 views
    • K2
    • K2

  22. 4980(d) Qualified Replacement Plan

    By JAY21,
    • 4 replies
    • 2.5k views

  23. QPSA question

    By roy819,
    • 2 replies
    • 2.3k views

  24. Sunrise Sunset

    By tuni88,
    • 4 replies
    • 701 views

  25. HATFA §2003(c) Amendment Deadline

    By TheoDawg,
    • 0 replies
    • 676 views

  26. Minimum Funding Deadline - Florence

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

  27. Control Group Spousal Attribution in Community Property State

    By sgoss,   
    • 19 replies
    • 2.5k views

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

    By shERPA,
    • 9 replies
    • 1.7k views

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

    By Pxhesq,
    • 10 replies
    • 3.3k views

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

    By cheersmate,   
    • 4 replies
    • 1.2k views

  31. DB deductions

    By JARichardson,   
    • 1 reply
    • 617 views

  32. Determine Mortality Table Used

    By mctoe,
    • 4 replies
    • 707 views

  33. Company owner is also union employee

    By digger,
    • 4 replies
    • 2.7k views

  34. Nondiscrimination Testing in an Early Retirement Window

    By ERISA-Bubs,
    • 3 replies
    • 1.1k views

  35. Offset arrangement

    By Carol V. Calhoun,
    • 5 replies
    • 2k views

  36. elimination of the 5 year remedial cycle

    By LM,
    • 4 replies
    • 790 views

  37. Early Retirement Window - Eligibility Limits

    By HCE,
    • 0 replies
    • 555 views
    • HCE
    • HCE

  38. Excess Contributions

    By visionaryinsight,
    • 4 replies
    • 722 views

  39. Early Retirement Window Doesn't Benefit Participants Over 65

    By HCE,
    • 5 replies
    • 1.3k views

  40. Amend out floor-offset language?

    By Cloudy,
    • 9 replies
    • 1k views

  41. Schedule of Reportable Transactions

    By Fred,
    • 1 reply
    • 430 views

  42. SIMPLE IRA and Cash Balance

    By Sym401k,
    • 4 replies
    • 2.3k views

  43. Cash Balance Plan Design - 401h and Insurance

    By PensionPro,
    • 5 replies
    • 3.7k views

  44. In-service Withdrawals at Age 62 and Early Retirement Subsidies

    By ERISAAPPLE,
    • 9 replies
    • 2k views

  45. 25 Highest paid lives restrictions

    By Barbara,
    • 1 reply
    • 724 views

  46. 4980F Excise Tax Waiver

    By HollyB,
    • 5 replies
    • 802 views

  47. Fun with Fringe....Or, a DB CB

    By Bri,
    • 4 replies
    • 1.4k views

  48. RMD in year of distribution

    By Dougsbpc,
    • 5 replies
    • 1.1k views

  49. Plan Termination with EE contributions

    By Hojo,
    • 3 replies
    • 766 views

  50. Adding Cash Balance to PS/401(k)

    By RAPD,   
    • 2 replies
    • 593 views
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