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Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

  1. EFAST2 submission

    By Dinosaur,
    • 8 replies
    • 1.5k views

  2. Employee exclusions from DB Plans?

    By Lori H,
    • 2 replies
    • 1.1k views

  3. Simple General Testing Question

    By AndyH,
    • 8 replies
    • 1.5k views

  4. pro-rate shortfall amortization installment

    By chc93,
    • 0 replies
    • 1.4k views

  5. 401(l) Offset

    By Guest Crankarm,
    • 0 replies
    • 835 views
    • Guest
    • Guest

  6. Determining Lump Sum Distribution

    By Dougsbpc,
    • 8 replies
    • 2.1k views

  7. DB plan admin

    By Gary,
    • 1 reply
    • 956 views

  8. er struggling to fund 2008 plan

    By abanky,
    • 5 replies
    • 979 views

  9. Schedule SB Average Retirement Age

    By Andy the Actuary,
    • 2 replies
    • 3.6k views

  10. MYPPA 5-27-2010

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

  11. forego receipt of benefits and affect on Schedule SB

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

  12. OK To Terminate with GUST Document?

    By Dougsbpc,
    • 9 replies
    • 1.5k views

  13. MORTALITY TABLE?

    By AndyH,
    • 7 replies
    • 4.9k views

  14. Pre-Plan Year Credit Balance Election

    By Andy the Actuary,
    • 1 reply
    • 1.1k views

  15. Excess Credit Balance Election

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

  16. New Benefit Form after Participant Terminated

    By JRG,
    • 5 replies
    • 1.2k views

  17. Plan Termination Calculation

    By Guest DBStudentAct,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  18. Non spouse beneficiary

    By Gary,
    • 7 replies
    • 1.8k views
    • Guest
    • Guest

  19. E-FAST 5500

    By JAY21,
    • 0 replies
    • 1.1k views

  20. Total Quarterlies are over Maximum

    By Calavera,
    • 7 replies
    • 1.2k views

  21. Deemed Burn of Carryover Balance

    By nancy,
    • 3 replies
    • 1.4k views

  22. IFILE with EFAST2

    By Gary,
    • 1 reply
    • 1.4k views

  23. Restrictions and Annuity Start Date

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

  24. Defined Benefit Plan: Plan Disqualification

    By ERISA25,
    • 1 reply
    • 1.5k views

  25. AFTAP < 60%

    By emmetttrudy,
    • 4 replies
    • 1.8k views

  26. Excise tax penalty for the final year

    By Guest JCao,
    • 1 reply
    • 1.2k views

  27. Cash Balance Projection Rate

    By nancy,
    • 2 replies
    • 1.3k views

  28. 2009 form 5500ez

    By Gary,
    • 10 replies
    • 2.5k views

  29. cash balance

    By jkdoll2,
    • 1 reply
    • 1k views

  30. Standing Election

    By nancy,
    • 0 replies
    • 986 views

  31. MV Yield Calculation

    By david rigby,
    • 3 replies
    • 1.8k views

  32. Rate of Return calculation procedure

    By AndyH,
    • 8 replies
    • 1.7k views

  33. Taxation of Pension Benefits Paid to Foreign Professional Athletes

    By CaliBen,
    • 0 replies
    • 913 views

  34. 412(e) Plans

    By jkdoll2,
    • 4 replies
    • 2.5k views

  35. Restate at Termination

    By Guest sommerjo,
    • 1 reply
    • 979 views

  36. Takeover Plan

    By Andy the Actuary,
    • 10 replies
    • 2.1k views

  37. Second Year Valuation

    By JBones,
    • 2 replies
    • 1.3k views

  38. Pension Income (distributions) subject to FICA

    By JAY21,
    • 4 replies
    • 4k views
    • Guest
    • Guest

  39. Pre- Retirement Survivor Death benefits

    By Guest smug,
    • 4 replies
    • 2.6k views
    • Guest
    • Guest

  40. Asset Purchase

    By Madison71,
    • 7 replies
    • 1.8k views

  41. 5500 lunacy

    By ScottR,
    • 3 replies
    • 1.1k views

  42. Calculation of new shortfall installment

    By Guest DBStudentAct,
    • 3 replies
    • 2.8k views
    • Guest
    • Guest

  43. DBP

    By Guest epicdoc1,
    • 5 replies
    • 1.5k views

  44. 101(d) Notice for EOY Val

    By stbennet,
    • 1 reply
    • 1.1k views

  45. Actuarial Work Flow

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

  46. Immediately Distributable Lump Sums and QJSA

    By stbennet,
    • 7 replies
    • 2.5k views

  47. When should PBGC coverage begin when plan does not yet have vested ben

    By mming,
    • 4 replies
    • 2.5k views
    • Guest
    • Guest

  48. 415 Compensation

    By JBones,
    • 3 replies
    • 1.4k views

  49. Ex Pat in US Plan

    By Guest Spock,
    • 2 replies
    • 990 views

  50. Excluding Service

    By goldtpa,
    • 2 replies
    • 927 views
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