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Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. 5500 Part Count with Corrective Amendment

    By JAY21,
    • 1 reply
    • 632 views

  2. FTAP vs. AFTAP

    By jane murray,
    • 5 replies
    • 5.6k views

  3. 2018 COLA projections

    By SoCalActuary,   
    • 0 replies
    • 790 views

  4. Encouraging DVs past NRD to commence their pension

    By formeractuary,
    • 3 replies
    • 1.6k views

  5. New mortality tables for 2018 funding and lump sums

    By dmb,
    • 7 replies
    • 1.4k views

  6. Non-spouse beneficiary required begin date

    By BCGEA,   
    • 1 reply
    • 582 views

  7. Election to Apply Balances

    By Pension RC,
    • 5 replies
    • 1.6k views

  8. PBGC claim against MTIA assets

    By drakecohen,   
    • 2 replies
    • 1.1k views

  9. Funding Relief for hurricane related areas

    By Effen,
    • 1 reply
    • 569 views

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

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

  11. Can mortality table be protected?

    By dmb,
    • 5 replies
    • 1.2k views

  12. Testing Age

    By figure 8,
    • 7 replies
    • 2.1k views

  13. Recent DOL audit on required disclosures defined benefit plan

    By Adam,
    • 3 replies
    • 1.1k views

  14. Marti

    By Marti,
    • 7 replies
    • 1.6k views

  15. Bankruptcy and payment of expenses

    By david rigby,   
    • 11 replies
    • 2k views

  16. 10-year CC annuity

    By jpod,
    • 20 replies
    • 3.7k views

  17. 410(b) / 401(a)(4) question

    By Effen,
    • 8 replies
    • 2.1k views

  18. ATFAP & Normal Cost

    By Draper55,
    • 2 replies
    • 1.3k views

  19. Majority Owner Waiver

    By dan.jock,
    • 14 replies
    • 5.2k views

  20. Congratulations Mike Preston

    By AndyH,
    • 9 replies
    • 1.8k views

  21. Where are my benefits?

    By Marti,   
    • 3 replies
    • 758 views

  22. "Guaranteed payments" for spouse?

    By Cloudy,
    • 2 replies
    • 812 views

  23. Frozen Pension Plan 1 2

    By Jim Nichols,
    • 62 replies
    • 10.8k views

  24. selling practice-cash balance plan

    By Dinosaur,
    • 1 reply
    • 606 views

  25. RMD question

    By Belgarath,
    • 3 replies
    • 791 views

  26. Breach of Fiduciary Duty

    By Janie,
    • 5 replies
    • 1.6k views

  27. Small payment force out

    By fiona1,
    • 8 replies
    • 4.2k views

  28. Delay in putting retirees into pay status

    By CuseFan,
    • 1 reply
    • 792 views

  29. Remedy for delay to put retirees in pay status

    By Trisports,   
    • 1 reply
    • 753 views

  30. Remedy for late/missing AFN

    By John314,   
    • 3 replies
    • 3.6k views

  31. DB Formula by person - HCE Only Plan

    By slburnett,   
    • 2 replies
    • 932 views

  32. Unreduced Early Retirement causing forefeiture?

    By John314,   
    • 5 replies
    • 1.9k views

  33. Unpaid minimum contributions to DB plan

    By tectulsa,
    • 2 replies
    • 642 views

  34. Poll

    By jpod,
    • 6 replies
    • 810 views

  35. Qualifying Employer Real Property Questions

    By ERISA-Bubs,
    • 4 replies
    • 2.4k views

  36. Terminating Qualified Replacement Plan

    By Monica Barnard,
    • 4 replies
    • 2.4k views

  37. 415 dollar limit and frozen plan

    By Hojo,
    • 8 replies
    • 3.9k views

  38. RMD Start Date Question

    By Stash026,
    • 2 replies
    • 936 views

  39. Proposed Distribution Date when filing for IRS DL

    By AdKu,
    • 10 replies
    • 2.6k views

  40. Another RMD Question

    By Dougsbpc,
    • 5 replies
    • 1.1k views

  41. 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
    • 1.2k views

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

    By dan.jock,
    • 8 replies
    • 899 views

  43. Statute of Limitations on PBGC enforcement

    By Flyboyjohn,
    • 5 replies
    • 1.5k views

  44. Form 8955-SSA

    By AdKu,
    • 2 replies
    • 1k views

  45. 436 restricted lump sum issue

    By AndyH,
    • 3 replies
    • 1.2k views

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

    By dmb,
    • 5 replies
    • 1.2k views

  47. AFN For EZ-Filer

    By emmetttrudy,
    • 5 replies
    • 1.1k views

  48. Funding While Waiver Application Pending

    By John314,   
    • 2 replies
    • 1.2k views

  49. Year #10

    By Bri,   
    • 8 replies
    • 1.2k views

  50. PBGC Premiums Software

    By austin3515,
    • 2 replies
    • 597 views
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