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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Taxation of Pension Benefits Paid to Foreign Professional Athletes

    By CaliBen,
    • 0 replies
    • 1k views

  2. 412(e) Plans

    By jkdoll2,
    • 4 replies
    • 2.7k views

  3. Restate at Termination

    By Guest sommerjo,
    • 1 reply
    • 1k views

  4. Takeover Plan

    By Andy the Actuary,
    • 10 replies
    • 2.2k views

  5. Second Year Valuation

    By JBones,
    • 2 replies
    • 1.4k views

  6. Pension Income (distributions) subject to FICA

    By JAY21,
    • 4 replies
    • 4.1k views
    • Guest
    • Guest

  7. Pre- Retirement Survivor Death benefits

    By Guest smug,
    • 4 replies
    • 2.8k views
    • Guest
    • Guest

  8. Asset Purchase

    By Madison71,
    • 7 replies
    • 2k views

  9. 5500 lunacy

    By ScottR,
    • 3 replies
    • 1.2k views

  10. Calculation of new shortfall installment

    By Guest DBStudentAct,
    • 3 replies
    • 2.9k views
    • Guest
    • Guest

  11. DBP

    By Guest epicdoc1,
    • 5 replies
    • 1.6k views

  12. 101(d) Notice for EOY Val

    By stbennet,
    • 1 reply
    • 1.2k views

  13. Actuarial Work Flow

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

  14. Immediately Distributable Lump Sums and QJSA

    By stbennet,
    • 7 replies
    • 2.6k views

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

    By mming,
    • 4 replies
    • 2.7k views
    • Guest
    • Guest

  16. 415 Compensation

    By JBones,
    • 3 replies
    • 1.5k views

  17. Ex Pat in US Plan

    By Guest Spock,
    • 2 replies
    • 1k views

  18. Excluding Service

    By goldtpa,
    • 2 replies
    • 979 views

  19. plan freeze FAS 88 curtailment

    By Guest student_actuary,
    • 1 reply
    • 1.6k views

  20. EOY AFTAP

    By Dinosaur,
    • 2 replies
    • 3k views

  21. Plan Term; allocations between HCE and Former HCE

    By JAY21,
    • 1 reply
    • 1.4k views

  22. Shorfall Exemption vs. Negative Amortization

    By dmb,
    • 8 replies
    • 2.9k views

  23. Quarterlies (Any Problem?)

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

  24. 1.401(a)(4)-5(a) ?

    By Penman2006,
    • 7 replies
    • 1.7k views

  25. Use of 2008 EZ until 2009 forms released

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

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

    By Guest gasser,
    • 1 reply
    • 1k views

  27. Oopsey

    By Andy the Actuary,
    • 2 replies
    • 1.1k views

  28. Resuming accruals after a freeze

    By Guest tomc,
    • 2 replies
    • 1.1k views

  29. Deduction Timing

    By JBones,
    • 3 replies
    • 1.6k views

  30. Cash Balance plan testing questions

    By AndyH,
    • 4 replies
    • 1.6k views

  31. ERISA bonding for plan with less than 10 participants

    By Gary,
    • 0 replies
    • 1k views

  32. Amending Actuarial Equivalent Interest

    By Dougsbpc,
    • 1 reply
    • 1k views

  33. small PBGC Plan under(over) Funded

    By Guest jmrodrig,
    • 2 replies
    • 979 views

  34. Offset Cash Balance and PBGC Coverage

    By Guest RMcCord,
    • 2 replies
    • 1.2k views

  35. What is cost to add a lump sum option?

    By tuni88,
    • 9 replies
    • 1.6k views

  36. Interest Rate Selection (430 & 436)

    By Andy the Actuary,
    • 3 replies
    • 1.1k views

  37. Plan document

    By Gary,
    • 6 replies
    • 1.5k views
    • Guest
    • Guest

  38. What a Mess ! AFTAP

    By Andy the Actuary,
    • 6 replies
    • 1.9k views

  39. AOCI

    By abanky,
    • 3 replies
    • 1.4k views

  40. Controlled Group Deduction

    By Gary,
    • 2 replies
    • 1.4k views

  41. 414k account & MRDs

    By D Syrett,
    • 1 reply
    • 1.3k views

  42. optional forms, anti-cutback rule and plan termination

    By Guest Salvador A Mander,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  43. 417(e), 415, 430

    By Effen,
    • 5 replies
    • 2.1k views

  44. Appropriate Assumption

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

  45. Excluding People By Name

    By goldtpa,
    • 6 replies
    • 1.5k views

  46. 436 and freezing accruals

    By abanky,
    • 3 replies
    • 1.2k views

  47. No val, no schedule sb

    By Gary,
    • 7 replies
    • 1.5k views

  48. Cash Balance Takeover

    By nancy,
    • 2 replies
    • 999 views

  49. Notice 2009-68 statement aboutdirect rollover of after-tax contributions

    By Everett Moreland,
    • 7 replies
    • 2.9k views

  50. Joint & Survivor with 10-year Certain

    By JAY21,
    • 4 replies
    • 3k views
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