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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. Amending Vals, 5500, PBGC

    By Penman2006,
    • 3 replies
    • 1.1k views

  2. Calculation of Lump Sum

    By ac,
    • 3 replies
    • 1.8k views

  3. AFNs and missed quarterlies

    By Effen,
    • 1 reply
    • 1.2k views

  4. Voluntary Vs Deemed Waiver

    By Guest DBStudentAct,
    • 1 reply
    • 1.5k views

  5. 2010 AFTAP from 2009 EOY Val

    By Guest Jcarolan,
    • 1 reply
    • 910 views

  6. Use of "safety valve" provision of §1.401(a)(4)-3(C)(3) with respect to the general test for nondiscrimination in amount of benefits

    By gle318612,
    • 0 replies
    • 1.1k views

  7. 20% Federal Income Tax Withholding

    By Andy the Actuary,
    • 1 reply
    • 1.5k views

  8. DB Annual Funding Valuations

    By JAY21,
    • 1 reply
    • 1.1k views

  9. One-person plan initial plan year

    By emmetttrudy,
    • 6 replies
    • 1.4k views

  10. Unfreeze Plan

    By Dougsbpc,
    • 2 replies
    • 1.8k views

  11. Frozen DB Plan (over-funded)

    By Guest naveen,
    • 5 replies
    • 1.6k views

  12. earned income and 401(k) deferrals

    By Draper55,
    • 1 reply
    • 1.1k views

  13. 5500 SF asset vs Schedule SB asset

    By retbenser,
    • 1 reply
    • 1.6k views

  14. When Would You Certify AFTAP?

    By Andy the Actuary,
    • 0 replies
    • 980 views

  15. 415 lump sum limit and several plans

    By abanky,
    • 2 replies
    • 922 views

  16. Unpaid Minimum Required Contributions

    By emmetttrudy,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  17. Missing Participants

    By BTG,
    • 0 replies
    • 1.4k views
    • BTG
    • BTG

  18. Airline Plans and PBGC

    By Guest jfreeborn,
    • 0 replies
    • 795 views
    • Guest
    • Guest

  19. Cash Balance, EOY Val, MQCs, SB line 19c

    By carrots,
    • 9 replies
    • 1.5k views

  20. Cash Balance Plan - Fixed Interest Credit & Meaningful Benefits

    By Guest mcw,
    • 11 replies
    • 1.7k views

  21. Treatment of Life Insurance Premiums Under PPA

    By Guest s.c.semler,
    • 3 replies
    • 1.1k views

  22. Multiple Formulas in DB Plan

    By JAY21,
    • 2 replies
    • 1.1k views

  23. Archived DOl Opinion Letters

    By Guest jfreeborn,
    • 1 reply
    • 5.1k views

  24. Change in Valuation Date

    By Guest chuckb,
    • 1 reply
    • 1.3k views

  25. summary annual report

    By Gary,
    • 2 replies
    • 1.5k views

  26. Overfunded DB Plan

    By PensionPro,
    • 3 replies
    • 1.2k views

  27. Line 11a of 5300

    By Guest 409 eh?,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

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

    By Guest lund,
    • 2 replies
    • 1.2k views

  29. 436 restrictions

    By Gary,
    • 3 replies
    • 1.6k views

  30. Excise Tax for 2 years

    By emmetttrudy,
    • 1 reply
    • 1.1k views

  31. Model 204(h) Notice?

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

  32. Cash Balance Plan with young owner

    By carrots,
    • 7 replies
    • 1.9k views

  33. plan termination

    By Guest basilb,
    • 1 reply
    • 1k views

  34. Funny Numbers in Annual Funding Notice

    By tuni88,
    • 8 replies
    • 1.6k views

  35. Restricted Payments for Top 25 HCE

    By Guest Not Amused,
    • 4 replies
    • 2k views

  36. New plan - too fast

    By Guest ICannotDiscloseMyIdentity,
    • 2 replies
    • 1.3k views

  37. Eligible Charity Plans

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

  38. 2009 Schedule SB

    By dmb,
    • 7 replies
    • 1.8k views

  39. Terminating Underfunded DB Plan

    By JBones,
    • 7 replies
    • 2.9k views

  40. exotic cb formula

    By abanky,
    • 3 replies
    • 1.2k views

  41. Elimination of payment options

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

  42. Schedule SB - line 15

    By Dinosaur,
    • 1 reply
    • 1.1k views

  43. pension actuarial calculation

    By Gary,
    • 6 replies
    • 1.8k views

  44. How to calculate Required Minimum Distribution

    By JRN,
    • 6 replies
    • 7.1k views

  45. Line 38 of Schedule SB

    By JAY21,
    • 3 replies
    • 1.8k views

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

    By Scott,
    • 0 replies
    • 1k views

  47. Where to FedEx Form 5558?

    By ScottR,
    • 9 replies
    • 7.5k views

  48. Retiree notices for sponsor changing banks

    By abanky,
    • 6 replies
    • 1k views

  49. Late pension contribution consequences

    By tuni88,
    • 2 replies
    • 1.4k views

  50. Material change in AFTAP?

    By My 2 cents,
    • 8 replies
    • 2.6k views
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