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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. What's Appropriate in QDRO

    By Andy the Actuary,
    • 6 replies
    • 1.5k views

  2. Death Benefit after RMD's Begin

    By JBones,
    • 1 reply
    • 1.3k views

  3. DB MRD start date

    By Dinosaur,
    • 2 replies
    • 1.4k views

  4. last day of plan year valuation date

    By Gary,
    • 2 replies
    • 1.2k views

  5. full yield curve

    By Gary,
    • 5 replies
    • 1.6k views

  6. use of s corp to solve earned income limitation

    By Draper55,
    • 0 replies
    • 843 views

  7. Combined DB/DC Deductible contribution

    By retbenser,
    • 2 replies
    • 1.4k views

  8. One man Plan

    By Guest jfreeborn,
    • 4 replies
    • 1.2k views

  9. 2010 pension funding relief regulations

    By Guest joe9pension,
    • 1 reply
    • 884 views

  10. IRS attacks 412i plans

    By Guest VEBAPLAN,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  11. Notice 2007-69 NRA Change

    By Penman2006,
    • 3 replies
    • 1.4k views

  12. Lump sum calculation

    By Guest DBStudentAct,
    • 2 replies
    • 1k views

  13. Lump sum payment restrictions

    By Guest Quicksilver,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  14. Takeover with Insurance

    By JBones,
    • 0 replies
    • 895 views

  15. Plan Amendment and Vesting

    By Guest jfreeborn,
    • 1 reply
    • 781 views

  16. 401(a)(26) and Meaningful Benefits

    By Dougsbpc,
    • 1 reply
    • 2.4k views

  17. Cash-Balance Plan

    By JAY21,
    • 0 replies
    • 926 views

  18. FICA taxes on partner contributions to cash balance plan

    By Guest TimS,
    • 3 replies
    • 1.9k views

  19. Does Qualified Optional Survivor Annuity Requirement Apply?

    By WestCoast,
    • 6 replies
    • 4.4k views
    • Guest
    • Guest

  20. Underfunded Defined Benefit Plans

    By Ron Snyder,
    • 5 replies
    • 1.2k views

  21. DB distribution

    By retbenser,
    • 1 reply
    • 879 views

  22. DB Plan Loan

    By ombskid,
    • 6 replies
    • 1.8k views

  23. Funding; Annuity Factor to be used

    By JAY21,
    • 9 replies
    • 2.3k views

  24. actuarial equivalence

    By HiVi,
    • 5 replies
    • 1.8k views

  25. Eligibility - Entry Date

    By retbenser,
    • 6 replies
    • 8.2k views

  26. Combined DB/DC, Safe Harbor,and Top Heavy

    By retbenser,
    • 3 replies
    • 2.1k views

  27. Medical Leave and Hours of Service

    By Guest jfreeborn,
    • 7 replies
    • 1.3k views

  28. Non Safe Harbor Plan and Gateway

    By emmetttrudy,
    • 5 replies
    • 1.3k views

  29. Actuarial Increase after Plan Termination

    By Guest DBStudentAct,
    • 3 replies
    • 2k views

  30. New Business New Plan

    By abanky,
    • 14 replies
    • 1.6k views

  31. divorce after separation from service

    By Gudgergirl,
    • 5 replies
    • 1.7k views

  32. New funding deficiency and excise taxes

    By rcline46,
    • 1 reply
    • 982 views

  33. New Cash-balance Regs

    By JAY21,
    • 2 replies
    • 1.2k views

  34. DB and SEP plans

    By Dinosaur,
    • 2 replies
    • 1.4k views

  35. 415 limits and cash balance plans

    By ScottR,
    • 3 replies
    • 2.5k views

  36. Cash Balance and Gateway Test

    By retbenser,
    • 5 replies
    • 1.9k views

  37. Funding Target in a Cash Balance Plan

    By emmetttrudy,
    • 22 replies
    • 4.9k views

  38. PBGC Alternative Treatment (owner benefit waiver) w/QDRO

    By Guest Prytog,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  39. Fully subsidized ER

    By RLR,
    • 7 replies
    • 1.5k views

  40. contribution in employer stock

    By Scuba 401,
    • 7 replies
    • 1.4k views

  41. Accrual classes by name

    By John Feldt ERPA CPC QPA,
    • 0 replies
    • 976 views

  42. Offering Lump Sums to Participants Already In Pay Status

    By WestCoast,
    • 6 replies
    • 1.8k views

  43. RMD in year of Plan Termination

    By Guest naveen,
    • 7 replies
    • 3.2k views

  44. 436 Notice - Due date

    By tymesup,
    • 0 replies
    • 1.2k views

  45. unrounded limits

    By Dinosaur,
    • 3 replies
    • 2.9k views

  46. Use of Credit Balance to Offset MRC and Quarterlies

    By Andy the Actuary,
    • 3 replies
    • 1.3k views

  47. Takeover Valuation and Timing

    By abanky,
    • 4 replies
    • 1.3k views

  48. Nondiscrimination Testing Floor Offset

    By Young Curmudgeon,
    • 0 replies
    • 995 views

  49. looking for a disability table and a withdrawal table

    By abanky,
    • 4 replies
    • 1.1k views

  50. cross testing defined benefit plan with ESOP

    By YankeeFan,
    • 0 replies
    • 1.1k views
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