Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 1993 GAM Table -- help!

   By richard, November 22, 2000
   • 4 replies
   • 1.9k views
   • 
   • richard
   • December 6, 2000

2. 1st year Cash Balance Plan

   By jkdoll2, April 9, 2009
   • 15 replies
   • 3.1k views
   • 
   • Blinky the 3-eyed Fish
   • April 13, 2009

3. 1st year CB Plan and PPA

   By abanky, January 7, 2009
   • 20 replies
   • 2.2k views
   • 
   • Mike Preston
   • January 13, 2009

4. 1st year RMD Defined Benefit Plan, no account balance by RBD

   By pensiongeek, August 18
   • 1 reply
   • 511 views
   • 
   • CuseFan
   • August 19

5. 2 cash balance questions

   By Guest lerieleech, August 21, 2006
   • 12 replies
   • 2.9k views
   • 
   • SteveH
   • September 11, 2006

6. 2 DB plans at once, or 1 old termed DB + 1 new DB

   By John Feldt ERPA CPC QPA, February 20, 2012
   • 7 replies
   • 1.2k views
   • 
   • SoCalActuary
   • February 21, 2012

7. 2 db plans for 2 companies

   By Guest lip, March 5, 2008
   • 5 replies
   • 1k views
   • 
   • Guest
   • March 7, 2008

8. 2 month plan year - audit questions

   By JanetM, May 29, 2002
   • 4 replies
   • 2.1k views
   • 
   • JanetM
   • May 30, 2002

9. 2 Schedules C

   By Penman2006, June 20, 2008
   • 15 replies
   • 3.4k views
   • 
   • Vinny
   • April 15, 2023

10. 2 sole props are a common control group - deductions?

    By Belgarath, November 27, 2013
    • 0 replies
    • 1.5k views
    • 
    • Belgarath
    • November 27, 2013

11. 2 year eligibility question

    By Earl, March 10, 2017
    • 7 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • November 10, 2017

12. 2 Year PS Eligibility for DB/DC Combo

    By emmetttrudy, June 3, 2013
    • 3 replies
    • 1.5k views
    • 
    • emmetttrudy
    • June 13, 2013

13. 20% Federal Income Tax Withholding

    By Andy the Actuary, August 19, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • August 27, 2010

14. 2000 Covered Comp tables, 2000 limits

    By Gary, July 20, 2000
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • July 21, 2000

15. 2001 Compensation Limit

    By Pension RC, August 2, 2013
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • August 2, 2013

16. 2002 DB limits?

    By Guest Pamela K, November 28, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 11, 2001

17. 2003 Plan Term Date-2004 Deduction ?

    By JAY21, July 20, 2004
    • 0 replies
    • 894 views
    • 
    • JAY21
    • July 20, 2004

18. 2003 pre-EGTRRA 415 $ Limit

    By David MacLennan, February 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • MGB
    • February 26, 2004

19. 2004 Cl rules for DB absent new legislation

    By mwyatt, January 12, 2004
    • 8 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 5, 2004

20. 2004 Max Rate

    By LIBOR, June 18, 2004
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • April 7, 2005

21. 2004 Schedule B

    By mwyatt, January 3, 2005
    • 1 reply
    • 1k views
    • 
    • david rigby
    • January 3, 2005

22. 2005 5500ez - To B or not to B (schedule B, that is)

    By himt4, April 18, 2006
    • 21 replies
    • 3.5k views
    • 
    • himt4
    • April 24, 2006

23. 2005 Sch B filing for 5500-EZ filers

    By flosfur, April 30, 2008
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • April 30, 2008

24. 2006 DB Minimum Distributions

    By AndyH, January 10, 2006
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • January 12, 2006

25. 2006 PBGC Prems

    By Guest knichols, May 15, 2006
    • 1 reply
    • 1.1k views
    • 
    • mwyatt
    • May 15, 2006

26. 2007 AFTAP For 08 Presumption

    By Guest merlin, October 31, 2007
    • 3 replies
    • 1k views
    • 
    • JAY21
    • November 1, 2007

27. 2007 Funding Deficiency-2008 Funding

    By JAY21, November 7, 2008
    • 0 replies
    • 845 views
    • 
    • JAY21
    • November 7, 2008

28. 2007 General Test Failure

    By ubermax, May 19, 2008
    • 1 reply
    • 1k views
    • 
    • AndyH
    • May 19, 2008

29. 2007 Gray Book

    By Guest Carol the Writer, April 17, 2006
    • 10 replies
    • 2.4k views
    • 
    • AndyH
    • April 21, 2006

30. 2007 PBGC Notice

    By AndyH, August 29, 2007
    • 1 reply
    • 1k views
    • 
    • tuni88
    • August 30, 2007

31. 2007 PBGC Schedule A

    By dmb, March 30, 2007
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • March 30, 2007

32. 2007-28 Q&A 9 Reversed

    By ak2ary, September 14, 2007
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 14, 2007

33. 2008 AFTAP

    By Blinky the 3-eyed Fish, May 22, 2008
    • 2 replies
    • 1.4k views
    • 
    • Penman2006
    • May 23, 2008

34. 2008 AFTAP - Sequence of Events

    By Guest merlin, July 3, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 3, 2008

35. 2008 Assets For PBGC Premium Calculation

    By Andy the Actuary, August 26, 2008
    • 0 replies
    • 981 views
    • 
    • Andy the Actuary
    • August 26, 2008

36. 2008 Change in ACM due to Takeover of plan

    By mwyatt, July 9, 2008
    • 2 replies
    • 1.4k views
    • 
    • mwyatt
    • July 9, 2008

37. 2008 EOY AFTAP's

    By Blinky the 3-eyed Fish, September 17, 2008
    • 13 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2008

38. 2008 EOY AFTAPS

    By ak2ary, September 18, 2008
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • September 18, 2008

39. 2008 Funding Rules

    By JAY21, November 1, 2007
    • 0 replies
    • 884 views
    • 
    • JAY21
    • November 1, 2007

40. 2008 lump sum

    By Effen, January 9, 2008
    • 9 replies
    • 1.7k views
    • 
    • tymesup
    • January 16, 2008

41. 2008 Maximum Pension Deduction

    By Gary, March 26, 2008
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • March 27, 2008

42. 2008 Minimum Funding

    By zimbo, January 30, 2008
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • January 30, 2008

43. 2008 PBGC

    By abanky, July 16, 2008
    • 1 reply
    • 1k views
    • 
    • abanky
    • July 23, 2008

44. 2008 PLR on transfer of surplus assets

    By Guest MAO, November 13, 2009
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • November 13, 2009

45. 2008 PPA Funding

    By JAY21, October 27, 2008
    • 3 replies
    • 1k views
    • 
    • mwyatt
    • October 29, 2008

46. 2008 Quarterly Contributions

    By Andy the Actuary, October 10, 2007
    • 22 replies
    • 4k views
    • 
    • Guest
    • January 7, 2009

47. 2008 Recertification?

    By Guest DBStudentAct, September 16, 2009
    • 1 reply
    • 992 views
    • 
    • Effen
    • September 16, 2009

48. 2008 Reenrollment Fee

    By Andy the Actuary, December 27, 2007
    • 7 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2007

49. 2008 SB, Line 23

    By Effen, July 22, 2009
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • July 23, 2009

50. 2008 Sch B question

    By Guest Doogie61, September 23, 2009
    • 9 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 24, 2009