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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Top Heavy COmbined Test DB/DC

    By emmetttrudy,
    • 6 replies
    • 3.1k views

  2. Annual PBGC filing

    By dmb,
    • 8 replies
    • 1.9k views

  3. New Shortfall Amortization Base?

    By My 2 cents,
    • 3 replies
    • 3.5k views

  4. PBGC Plan Termination Filing - Early Benefit Distributions

    By carrots,
    • 1 reply
    • 1k views

  5. Method or Assumption

    By Effen,
    • 4 replies
    • 2.1k views

  6. Listing of Required Modifications

    By Gary,
    • 0 replies
    • 1.4k views

  7. excess contribution - Schedule SB

    By Dinosaur,
    • 2 replies
    • 1.2k views

  8. Schedule SB

    By Dinosaur,
    • 1 reply
    • 1.5k views

  9. 412i plan

    By Gary,
    • 20 replies
    • 4.4k views

  10. AFTAP post plan term date

    By dmb,
    • 6 replies
    • 3.1k views

  11. Is an offset plan the best here?

    By rcline46,
    • 3 replies
    • 1.2k views

  12. Broker Idea

    By tuni88,
    • 12 replies
    • 1.7k views
    • Guest
    • Guest

  13. Distributions of Rollover portion of benefit

    By Gary,
    • 1 reply
    • 991 views

  14. Insurance From DB Plans

    By Guest naveen,
    • 7 replies
    • 1.6k views

  15. PBGC termination

    By Dinosaur,
    • 2 replies
    • 2.1k views

  16. 6707A Moratorium

    By Randy Watson,
    • 1 reply
    • 1k views

  17. Advocate for participants in 412i plan - please help

    By Guest Dean2010,
    • 2 replies
    • 1.1k views

  18. How to handle RMD for FT

    By Guest Doogie61,
    • 1 reply
    • 952 views

  19. EFAST2 submission

    By Dinosaur,
    • 8 replies
    • 1.6k views

  20. Employee exclusions from DB Plans?

    By Lori H,
    • 2 replies
    • 1.1k views

  21. Simple General Testing Question

    By AndyH,
    • 8 replies
    • 1.6k views

  22. pro-rate shortfall amortization installment

    By chc93,
    • 0 replies
    • 1.4k views

  23. 401(l) Offset

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

  24. Determining Lump Sum Distribution

    By Dougsbpc,
    • 8 replies
    • 2.2k views

  25. DB plan admin

    By Gary,
    • 1 reply
    • 1k views

  26. er struggling to fund 2008 plan

    By abanky,
    • 5 replies
    • 1.1k views

  27. Schedule SB Average Retirement Age

    By Andy the Actuary,
    • 2 replies
    • 3.7k views

  28. MYPPA 5-27-2010

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

  29. forego receipt of benefits and affect on Schedule SB

    By John Feldt ERPA CPC QPA,
    • 8 replies
    • 1.9k views

  30. OK To Terminate with GUST Document?

    By Dougsbpc,
    • 9 replies
    • 1.6k views

  31. MORTALITY TABLE?

    By AndyH,
    • 7 replies
    • 5.1k views

  32. Pre-Plan Year Credit Balance Election

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

  33. Excess Credit Balance Election

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

  34. New Benefit Form after Participant Terminated

    By JRG,
    • 5 replies
    • 1.2k views

  35. Plan Termination Calculation

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

  36. Non spouse beneficiary

    By Gary,
    • 7 replies
    • 1.9k views
    • Guest
    • Guest

  37. E-FAST 5500

    By JAY21,
    • 0 replies
    • 1.2k views

  38. Total Quarterlies are over Maximum

    By Calavera,
    • 7 replies
    • 1.3k views

  39. Deemed Burn of Carryover Balance

    By nancy,
    • 3 replies
    • 1.5k views

  40. IFILE with EFAST2

    By Gary,
    • 1 reply
    • 1.5k views

  41. Restrictions and Annuity Start Date

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

  42. Defined Benefit Plan: Plan Disqualification

    By ERISA25,
    • 1 reply
    • 1.5k views

  43. AFTAP < 60%

    By emmetttrudy,
    • 4 replies
    • 1.8k views

  44. Excise tax penalty for the final year

    By Guest JCao,
    • 1 reply
    • 1.3k views

  45. Cash Balance Projection Rate

    By nancy,
    • 2 replies
    • 1.4k views

  46. 2009 form 5500ez

    By Gary,
    • 10 replies
    • 2.6k views

  47. cash balance

    By jkdoll2,
    • 1 reply
    • 1.1k views

  48. Standing Election

    By nancy,
    • 0 replies
    • 1k views

  49. MV Yield Calculation

    By david rigby,
    • 3 replies
    • 1.9k views

  50. Rate of Return calculation procedure

    By AndyH,
    • 8 replies
    • 1.8k views
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