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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Change in Valuation Date

    By Guest chuckb,
    • 1 reply
    • 1.3k views

  2. summary annual report

    By Gary,
    • 2 replies
    • 1.5k views

  3. Overfunded DB Plan

    By PensionPro,
    • 3 replies
    • 1.2k views

  4. Line 11a of 5300

    By Guest 409 eh?,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  5. Firm wants $1800 as Plan need to be restated in entireity

    By Guest lund,
    • 2 replies
    • 1.1k views

  6. 436 restrictions

    By Gary,
    • 3 replies
    • 1.6k views

  7. Excise Tax for 2 years

    By emmetttrudy,
    • 1 reply
    • 1k views

  8. Model 204(h) Notice?

    By emmetttrudy,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  9. Cash Balance Plan with young owner

    By carrots,
    • 7 replies
    • 1.8k views

  10. plan termination

    By Guest basilb,
    • 1 reply
    • 1k views

  11. Funny Numbers in Annual Funding Notice

    By tuni88,
    • 8 replies
    • 1.5k views

  12. Restricted Payments for Top 25 HCE

    By Guest Not Amused,
    • 4 replies
    • 1.9k views

  13. New plan - too fast

    By Guest ICannotDiscloseMyIdentity,
    • 2 replies
    • 1.2k views

  14. Eligible Charity Plans

    By dmb,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  15. 2009 Schedule SB

    By dmb,
    • 7 replies
    • 1.7k views

  16. Terminating Underfunded DB Plan

    By JBones,
    • 7 replies
    • 2.7k views

  17. exotic cb formula

    By abanky,
    • 3 replies
    • 1.2k views

  18. Elimination of payment options

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 877 views

  19. Schedule SB - line 15

    By Dinosaur,
    • 1 reply
    • 1.1k views

  20. pension actuarial calculation

    By Gary,
    • 6 replies
    • 1.7k views

  21. How to calculate Required Minimum Distribution

    By JRN,
    • 6 replies
    • 6.9k views

  22. Line 38 of Schedule SB

    By JAY21,
    • 3 replies
    • 1.7k views

  23. Can a DB plan sell employer securities to the employer?

    By Scott,
    • 0 replies
    • 994 views

  24. Where to FedEx Form 5558?

    By ScottR,
    • 9 replies
    • 7.3k views

  25. Retiree notices for sponsor changing banks

    By abanky,
    • 6 replies
    • 986 views

  26. Late pension contribution consequences

    By tuni88,
    • 2 replies
    • 1.4k views

  27. Material change in AFTAP?

    By My 2 cents,
    • 8 replies
    • 2.5k views

  28. Form 5330 - Excess Contributions

    By emmetttrudy,
    • 4 replies
    • 2.1k views

  29. Compensation, Severance, and Unused Vacation Pay

    By Calavera,
    • 7 replies
    • 6.2k views

  30. More Relius/EFAST Validation Error Message Issues

    By AndyH,
    • 5 replies
    • 2.5k views

  31. Has anyone heard of Genesys?

    By Guest new2taxes,
    • 0 replies
    • 959 views
    • Guest
    • Guest

  32. Actuarial Certification

    By SheilaD,
    • 0 replies
    • 1k views

  33. QPSA- Form other than 50%

    By Guest jfreeborn,
    • 9 replies
    • 3.9k views

  34. 2009 SB Filing problem - Relius

    By AndyH,
    • 8 replies
    • 1.8k views

  35. Multiple Employer plans

    By abanky,
    • 3 replies
    • 1.8k views

  36. FASB discount rate

    By Dinosaur,
    • 3 replies
    • 2.9k views

  37. Post NRA Accruals

    By Guest jfreeborn,
    • 3 replies
    • 1.8k views

  38. AFTAP -- Frequently A Total Waste of Time

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

  39. 404 and plan amendment affecting HCEs

    By AndyH,
    • 6 replies
    • 2.4k views

  40. Can a pension plan’s funding be expressed as a percentage of the one participant’s salary?

    By Peter Gulia,
    • 4 replies
    • 1.2k views

  41. Incidental Death Benefit

    By retbenser,
    • 16 replies
    • 11.3k views

  42. Pension Funding

    By Belgarath,
    • 2 replies
    • 1k views

  43. Cash Balance Min and Max?

    By retbenser,
    • 3 replies
    • 1.1k views

  44. Pension plan investments

    By Gary,
    • 0 replies
    • 925 views

  45. Form 6088 - Plan Termination

    By emmetttrudy,
    • 6 replies
    • 3.3k views

  46. When does benefit accrue under elapsed time?

    By Guest PiggyBank,
    • 4 replies
    • 2.4k views

  47. Disregarding Prior Service for Rehired Employee

    By stbennet,
    • 5 replies
    • 1.7k views

  48. Method Change + Auto Approval

    By David,
    • 3 replies
    • 1.4k views

  49. Covered Employee

    By Andy the Actuary,
    • 5 replies
    • 1.4k views

  50. CASH BALANCE INTEREST CREDITS - CORBEL DOC

    By AndyH,
    • 11 replies
    • 2k views
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