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Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

  1. Mortality Assumption for Actuarial Equivalence

    By C. B. Zeller,
    • 4 replies
    • 1.8k views

  2. 401h and overfunded plan

    By K2,
    • 3 replies
    • 1.6k views

  3. DB plan waiting for people to hit NRA

    By Bri,
    • 3 replies
    • 918 views
    • Bri
    • Bri

  4. October 417(e) Interest Rates

    By Sellarsian,
    • 5 replies
    • 2.1k views

  5. Premature termination of Defined Benefit Plan

    By ZakOregon,
    • 8 replies
    • 2k views

  6. Allocating Contributions

    By SSRRS,
    • 4 replies
    • 1k views

  7. Uncashed Pension Checks

    By poisnivey,   
    • 2 replies
    • 1.3k views

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

    By AdKu,
    • 5 replies
    • 1.4k views

  9. Academy Bylaw changes

    By Effen,
    • 7 replies
    • 1.5k views

  10. RMD - Vesting/Start Date Question

    By pensionam,
    • 10 replies
    • 3.2k views

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

    By Towanda,
    • 4 replies
    • 1.4k views

  12. back up calculations

    By SSRRS,
    • 2 replies
    • 930 views

  13. Combined Top Heavy CB/DC - Gateway?

    By Dougsbpc,
    • 0 replies
    • 859 views

  14. Paying lump sums after window expires

    By James,
    • 4 replies
    • 1.2k views

  15. Minimum Gateway DB/DC combo

    By John Feldt ERPA CPC QPA,
    • 3 replies
    • 1.5k views

  16. Insurance in DB/DC combo plan

    By Earl,
    • 2 replies
    • 918 views

  17. DC Contribution made to DB account

    By SSRRS,
    • 4 replies
    • 1.4k views

  18. Initial year double deduction

    By PowerCPA,
    • 4 replies
    • 1.2k views

  19. NOIT

    By K2,
    • 2 replies
    • 838 views
    • K2
    • K2

  20. 4980(d) Qualified Replacement Plan

    By JAY21,
    • 4 replies
    • 2.8k views

  21. QPSA question

    By roy819,
    • 2 replies
    • 2.6k views

  22. Sunrise Sunset

    By tuni88,
    • 4 replies
    • 1k views

  23. HATFA §2003(c) Amendment Deadline

    By TheoDawg,
    • 0 replies
    • 912 views

  24. Minimum Funding Deadline - Florence

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

  25. Control Group Spousal Attribution in Community Property State

    By sgoss,   
    • 19 replies
    • 3.2k views

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

    By shERPA,
    • 9 replies
    • 2.1k views

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

    By Pxhesq,
    • 10 replies
    • 4.1k views

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

    By cheersmate,   
    • 4 replies
    • 1.8k views

  29. DB deductions

    By JARichardson,   
    • 1 reply
    • 872 views

  30. Determine Mortality Table Used

    By mctoe,
    • 4 replies
    • 1k views

  31. Company owner is also union employee

    By digger,
    • 4 replies
    • 3.4k views

  32. Nondiscrimination Testing in an Early Retirement Window

    By ERISA-Bubs,
    • 3 replies
    • 1.5k views

  33. Offset arrangement

    By Carol V. Calhoun,
    • 5 replies
    • 2.3k views

  34. elimination of the 5 year remedial cycle

    By LM,
    • 4 replies
    • 1.3k views

  35. Early Retirement Window - Eligibility Limits

    By HCE,
    • 0 replies
    • 724 views
    • HCE
    • HCE

  36. Excess Contributions

    By visionaryinsight,
    • 4 replies
    • 1k views

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

    By HCE,
    • 5 replies
    • 1.8k views

  38. Amend out floor-offset language?

    By Cloudy,
    • 9 replies
    • 1.5k views

  39. Schedule of Reportable Transactions

    By Fred,
    • 1 reply
    • 719 views

  40. SIMPLE IRA and Cash Balance

    By Sym401k,
    • 4 replies
    • 2.7k views

  41. Cash Balance Plan Design - 401h and Insurance

    By PensionPro,
    • 5 replies
    • 4k views

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

    By ERISAAPPLE,
    • 9 replies
    • 2.5k views

  43. 25 Highest paid lives restrictions

    By Barbara,
    • 1 reply
    • 975 views

  44. 4980F Excise Tax Waiver

    By HollyB,
    • 5 replies
    • 1.2k views

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

    By Bri,
    • 4 replies
    • 2k views

  46. RMD in year of distribution

    By Dougsbpc,
    • 5 replies
    • 1.5k views

  47. Plan Termination with EE contributions

    By Hojo,
    • 3 replies
    • 1.1k views

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

    By RAPD,   
    • 2 replies
    • 1.1k views

  49. Eligibility

    By WM,
    • 1 reply
    • 815 views

  50. Clarification on DB Vs Money Purchase Vs SEP IRA etc

    By Abhishek,
    • 3 replies
    • 1.1k views
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