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Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

  1. MORTALITY TABLE?

    By AndyH,
    • 7 replies
    • 5.4k views

  2. Pre-Plan Year Credit Balance Election

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

  3. Excess Credit Balance Election

    By Andy the Actuary,
    • 1 reply
    • 1.3k views

  4. New Benefit Form after Participant Terminated

    By JRG,
    • 5 replies
    • 1.5k views

  5. Plan Termination Calculation

    By Guest DBStudentAct,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  6. Non spouse beneficiary

    By Gary,
    • 7 replies
    • 2.1k views
    • Guest
    • Guest

  7. E-FAST 5500

    By JAY21,
    • 0 replies
    • 1.4k views

  8. Total Quarterlies are over Maximum

    By Calavera,
    • 7 replies
    • 1.9k views

  9. Deemed Burn of Carryover Balance

    By nancy,
    • 3 replies
    • 1.8k views

  10. IFILE with EFAST2

    By Gary,
    • 1 reply
    • 1.6k views

  11. Restrictions and Annuity Start Date

    By Andy the Actuary,
    • 2 replies
    • 1.6k views

  12. Defined Benefit Plan: Plan Disqualification

    By ERISA25,
    • 1 reply
    • 1.8k views

  13. AFTAP < 60%

    By emmetttrudy,
    • 4 replies
    • 2.1k views

  14. Excise tax penalty for the final year

    By Guest JCao,
    • 1 reply
    • 1.5k views

  15. Cash Balance Projection Rate

    By nancy,
    • 2 replies
    • 1.6k views

  16. 2009 form 5500ez

    By Gary,
    • 10 replies
    • 3k views

  17. cash balance

    By jkdoll2,
    • 1 reply
    • 1.3k views

  18. Standing Election

    By nancy,
    • 0 replies
    • 1.2k views

  19. MV Yield Calculation

    By david rigby,
    • 3 replies
    • 2.3k views

  20. Rate of Return calculation procedure

    By AndyH,
    • 8 replies
    • 2.1k views

  21. Taxation of Pension Benefits Paid to Foreign Professional Athletes

    By CaliBen,
    • 0 replies
    • 1.2k views

  22. 412(e) Plans

    By jkdoll2,
    • 4 replies
    • 3k views

  23. Restate at Termination

    By Guest sommerjo,
    • 1 reply
    • 1.2k views

  24. Takeover Plan

    By Andy the Actuary,
    • 10 replies
    • 2.7k views

  25. Second Year Valuation

    By JBones,
    • 2 replies
    • 1.6k views

  26. Pension Income (distributions) subject to FICA

    By JAY21,
    • 4 replies
    • 4.4k views
    • Guest
    • Guest

  27. Pre- Retirement Survivor Death benefits

    By Guest smug,
    • 4 replies
    • 3.1k views
    • Guest
    • Guest

  28. Asset Purchase

    By Madison71,
    • 7 replies
    • 2.3k views

  29. 5500 lunacy

    By ScottR,
    • 3 replies
    • 1.5k views

  30. Calculation of new shortfall installment

    By Guest DBStudentAct,
    • 3 replies
    • 3.3k views
    • Guest
    • Guest

  31. DBP

    By Guest epicdoc1,
    • 5 replies
    • 1.9k views

  32. 101(d) Notice for EOY Val

    By stbennet,
    • 1 reply
    • 1.4k views

  33. Actuarial Work Flow

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

  34. Immediately Distributable Lump Sums and QJSA

    By stbennet,
    • 7 replies
    • 3k views

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

    By mming,
    • 4 replies
    • 3.1k views
    • Guest
    • Guest

  36. 415 Compensation

    By JBones,
    • 3 replies
    • 1.9k views

  37. Ex Pat in US Plan

    By Guest Spock,
    • 2 replies
    • 1.2k views

  38. Excluding Service

    By goldtpa,
    • 2 replies
    • 1.2k views

  39. plan freeze FAS 88 curtailment

    By Guest student_actuary,
    • 1 reply
    • 1.8k views

  40. EOY AFTAP

    By Dinosaur,
    • 2 replies
    • 3.3k views

  41. Plan Term; allocations between HCE and Former HCE

    By JAY21,
    • 1 reply
    • 1.6k views

  42. Shorfall Exemption vs. Negative Amortization

    By dmb,
    • 8 replies
    • 3.3k views

  43. Quarterlies (Any Problem?)

    By Andy the Actuary,
    • 5 replies
    • 1.6k views

  44. 1.401(a)(4)-5(a) ?

    By Penman2006,
    • 7 replies
    • 2k views

  45. Use of 2008 EZ until 2009 forms released

    By Guest jmrodrig,
    • 0 replies
    • 947 views
    • Guest
    • Guest

  46. Can I start/convert a Roth IRA and have a DB plan too?

    By Guest gasser,
    • 1 reply
    • 1.2k views

  47. Oopsey

    By Andy the Actuary,
    • 2 replies
    • 1.5k views

  48. Resuming accruals after a freeze

    By Guest tomc,
    • 2 replies
    • 1.5k views

  49. Deduction Timing

    By JBones,
    • 3 replies
    • 1.8k views

  50. Cash Balance plan testing questions

    By AndyH,
    • 4 replies
    • 1.9k views
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