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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Defined Benefit Small Plan Audit Wiaver

    By austin3515,
    • 2 replies
    • 618 views

  2. Amend Plan to Purchase Annuities?

    By dmdavala,
    • 10 replies
    • 2.1k views

  3. 5500 Part Count with Corrective Amendment

    By JAY21,
    • 1 reply
    • 615 views

  4. FTAP vs. AFTAP

    By jane murray,
    • 5 replies
    • 5.4k views

  5. 2018 COLA projections

    By SoCalActuary,   
    • 0 replies
    • 775 views

  6. Missed QPSA payments

    By hollywood,   
    • 12 replies
    • 3.2k views

  7. Non-spouse beneficiary required begin date

    By BCGEA,   
    • 1 reply
    • 552 views

  8. Election to Apply Balances

    By Pension RC,
    • 5 replies
    • 1.6k views

  9. Encouraging DVs past NRD to commence their pension

    By formeractuary,
    • 3 replies
    • 1.5k views

  10. Lost participants - terminating DB plan (Non PBGC)

    By Scuba 401,
    • 13 replies
    • 2.4k views

  11. PBGC claim against MTIA assets

    By drakecohen,   
    • 2 replies
    • 1.1k views

  12. Funding Relief for hurricane related areas

    By Effen,
    • 1 reply
    • 555 views

  13. New mortality tables for 2018 funding and lump sums

    By dmb,
    • 7 replies
    • 1.4k views

  14. Do 401(a)(4)-5 restrictions apply?

    By dmb,
    • 3 replies
    • 1.2k views
    • dmb
    • dmb

  15. Testing Age

    By figure 8,
    • 7 replies
    • 2k views

  16. Can mortality table be protected?

    By dmb,
    • 5 replies
    • 1.1k views

  17. Recent DOL audit on required disclosures defined benefit plan

    By Adam,
    • 3 replies
    • 1k views

  18. 10-year CC annuity

    By jpod,
    • 20 replies
    • 3.5k views

  19. 410(b) / 401(a)(4) question

    By Effen,
    • 8 replies
    • 2k views

  20. ATFAP & Normal Cost

    By Draper55,
    • 2 replies
    • 1.3k views

  21. Where are my benefits?

    By Marti,   
    • 3 replies
    • 722 views

  22. Marti

    By Marti,
    • 7 replies
    • 1.5k views

  23. "Guaranteed payments" for spouse?

    By Cloudy,
    • 2 replies
    • 784 views

  24. Congratulations Mike Preston

    By AndyH,
    • 9 replies
    • 1.7k views

  25. selling practice-cash balance plan

    By Dinosaur,
    • 1 reply
    • 586 views

  26. Majority Owner Waiver

    By dan.jock,
    • 14 replies
    • 5.1k views

  27. Breach of Fiduciary Duty

    By Janie,
    • 5 replies
    • 1.5k views

  28. Small payment force out

    By fiona1,
    • 8 replies
    • 4.1k views

  29. Remedy for delay to put retirees in pay status

    By Trisports,   
    • 1 reply
    • 733 views

  30. Bankruptcy and payment of expenses

    By david rigby,   
    • 11 replies
    • 1.9k views

  31. Remedy for late/missing AFN

    By John314,   
    • 3 replies
    • 3.5k views

  32. Delay in putting retirees into pay status

    By CuseFan,
    • 1 reply
    • 776 views

  33. Unreduced Early Retirement causing forefeiture?

    By John314,   
    • 5 replies
    • 1.9k views

  34. Unpaid minimum contributions to DB plan

    By tectulsa,
    • 2 replies
    • 626 views

  35. Statute of Limitations

    By jpod,
    • 28 replies
    • 3.8k views

  36. Poll

    By jpod,
    • 6 replies
    • 777 views

  37. Qualifying Employer Real Property Questions

    By ERISA-Bubs,
    • 4 replies
    • 2.3k views

  38. Deductibility of one-time large contribution to fully fund and terminate DB.

    By RayJJohnsonJr,
    • 15 replies
    • 1.8k views

  39. Terminating Qualified Replacement Plan

    By Monica Barnard,
    • 4 replies
    • 2.4k views

  40. RMD Start Date Question

    By Stash026,
    • 2 replies
    • 909 views

  41. Proposed Distribution Date when filing for IRS DL

    By AdKu,
    • 10 replies
    • 2.4k views

  42. Another RMD Question

    By Dougsbpc,
    • 5 replies
    • 1.1k views

  43. I'm trying to put together a list of employers who have made in-kind real property contributions to their pension plans.

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

  44. Should every 69.5 year old 5% owner take an in-service distribution???

    By dan.jock,
    • 8 replies
    • 868 views

  45. 415 dollar limit and frozen plan

    By Hojo,
    • 8 replies
    • 3.8k views

  46. RMD question

    By Belgarath,
    • 3 replies
    • 774 views

  47. Statute of Limitations on PBGC enforcement

    By Flyboyjohn,
    • 5 replies
    • 1.5k views

  48. Form 8955-SSA

    By AdKu,
    • 2 replies
    • 1k views

  49. Fractional Accrual rule for Fresh Start w/ Add-on

    By dmb,
    • 5 replies
    • 1.1k views

  50. 436 restricted lump sum issue

    By AndyH,
    • 3 replies
    • 1.2k views
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