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Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

  1. DB and 403(b) aggregation for 401(b) testing

    By dmb,
    • 7 replies
    • 2.6k views

  2. Valuation Assets

    By JBones,
    • 3 replies
    • 1.4k views

  3. pLAN LOANS

    By Gary,
    • 4 replies
    • 2.1k views
    • Gary
    • Gary

  4. 415 lump sum

    By Mister Met,
    • 1 reply
    • 1.4k views

  5. Owner-only DB plan to freeze

    By John Feldt ERPA CPC QPA,
    • 3 replies
    • 1.8k views

  6. Changing annuity starting date

    By Guest ERRRISA,
    • 2 replies
    • 2.5k views

  7. 5500ez

    By Gary,
    • 4 replies
    • 1.5k views

  8. Plan termination IRS dl

    By Gary,
    • 5 replies
    • 2.4k views
    • Guest
    • Guest

  9. Funding Target and Target Normal Cost in Frozen DB Plan

    By JBones,
    • 15 replies
    • 5.9k views

  10. PBGC Premium Funding Target

    By Andy the Actuary,
    • 2 replies
    • 1.7k views

  11. Professional athlete

    By LIBERTYKID,
    • 2 replies
    • 2k views

  12. Crediting Benefit Service / Vesting Service Earned Prior to Plan Entry

    By 401 Chaos,
    • 3 replies
    • 6.1k views

  13. Prefunding Balance elections

    By My 2 cents,
    • 0 replies
    • 2.9k views

  14. Bender Prototype Plan: Early Distribution

    By Guest jfreeborn,
    • 1 reply
    • 1.2k views

  15. Schedule B or SB filing for Eligible Charity Plans

    By dmb,
    • 0 replies
    • 1.3k views
    • dmb
    • dmb

  16. Investment purchase of restaurant

    By Gary,
    • 10 replies
    • 2k views

  17. 415 application when lump summing deferred annuity

    By Andy the Actuary,
    • 27 replies
    • 4.9k views

  18. Frozen DB

    By thepensionmaven,
    • 5 replies
    • 1.7k views

  19. New RPA Benefit Restriction Break

    By Dougsbpc,
    • 0 replies
    • 975 views

  20. Using Prefunding Balance to Reduce MRC

    By emmetttrudy,
    • 5 replies
    • 1.8k views

  21. Restricted Distribution under 1.401(a)(4)-5(b) to HCE

    By Dennis Povloski,
    • 15 replies
    • 9.2k views
    • Guest
    • Guest

  22. Overfunded Frozen DB Plan

    By Doghouse,
    • 2 replies
    • 2.1k views

  23. PBGC termination - Notice of Plan Benefit

    By Dinosaur,
    • 0 replies
    • 1.9k views

  24. PBGC Premium Refunds

    By nancy,
    • 6 replies
    • 2.3k views

  25. Cash Balance Plan and Cross Tested 401(k)

    By Guest mcw,
    • 6 replies
    • 3k views

  26. Amending Vals, 5500, PBGC

    By Penman2006,
    • 3 replies
    • 1.4k views

  27. Calculation of Lump Sum

    By ac,
    • 3 replies
    • 2k views

  28. AFNs and missed quarterlies

    By Effen,
    • 1 reply
    • 1.4k views

  29. Voluntary Vs Deemed Waiver

    By Guest DBStudentAct,
    • 1 reply
    • 1.7k views

  30. 2010 AFTAP from 2009 EOY Val

    By Guest Jcarolan,
    • 1 reply
    • 1.1k views

  31. 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
    • 1.3k views

  32. 20% Federal Income Tax Withholding

    By Andy the Actuary,
    • 1 reply
    • 1.7k views

  33. DB Annual Funding Valuations

    By JAY21,
    • 1 reply
    • 1.2k views

  34. One-person plan initial plan year

    By emmetttrudy,
    • 6 replies
    • 1.7k views

  35. Unfreeze Plan

    By Dougsbpc,
    • 2 replies
    • 2.1k views

  36. Frozen DB Plan (over-funded)

    By Guest naveen,
    • 5 replies
    • 1.8k views

  37. earned income and 401(k) deferrals

    By Draper55,
    • 1 reply
    • 1.4k views

  38. 5500 SF asset vs Schedule SB asset

    By retbenser,
    • 1 reply
    • 1.9k views

  39. When Would You Certify AFTAP?

    By Andy the Actuary,
    • 0 replies
    • 1.2k views

  40. 415 lump sum limit and several plans

    By abanky,
    • 2 replies
    • 1k views

  41. Unpaid Minimum Required Contributions

    By emmetttrudy,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  42. Missing Participants

    By BTG,
    • 0 replies
    • 1.7k views
    • BTG
    • BTG

  43. Airline Plans and PBGC

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

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

    By carrots,
    • 9 replies
    • 1.8k views

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

    By Guest mcw,
    • 11 replies
    • 2k views

  46. Treatment of Life Insurance Premiums Under PPA

    By Guest s.c.semler,
    • 3 replies
    • 1.3k views

  47. Multiple Formulas in DB Plan

    By JAY21,
    • 2 replies
    • 1.2k views

  48. Archived DOl Opinion Letters

    By Guest jfreeborn,
    • 1 reply
    • 5.3k views

  49. Change in Valuation Date

    By Guest chuckb,
    • 1 reply
    • 1.4k views

  50. summary annual report

    By Gary,
    • 2 replies
    • 1.7k views
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