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Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

  1. High-3 415 Limit

    By JAY21,
    • 1 reply
    • 1k views

  2. Plan account details

    By Gary,
    • 0 replies
    • 796 views

  3. Asset Valuation Method

    By dmb,
    • 3 replies
    • 1.1k views

  4. Cash Balance and Profit Sharing Plan Vesting Question

    By Guest Mikk,
    • 7 replies
    • 2.2k views

  5. IRS rates for funding and 417

    By david rigby,
    • 1 reply
    • 883 views
    • dmb
    • dmb

  6. AFTAP

    By Effen,
    • 13 replies
    • 3k views

  7. benefit restrictions

    By Effen,
    • 3 replies
    • 1.5k views

  8. Plan Amendments

    By Gary,
    • 4 replies
    • 1.2k views
    • GMK
    • GMK

  9. Change from 2007 EOY to 2008 BOY val.

    By Guest GMP,
    • 8 replies
    • 1.3k views

  10. Cash Balance Interest Credit Timing

    By Guest BRich,
    • 2 replies
    • 1.2k views

  11. Present Value Life Insurance

    By Gary,
    • 1 reply
    • 957 views

  12. Amend NRA from 65 to 62 to accommodate in-service distribution?

    By Guest Dave Peckham,
    • 3 replies
    • 1.4k views

  13. How much is deductible

    By katieinny,
    • 9 replies
    • 1.4k views

  14. 436 Participant Notice

    By Penman2006,
    • 1 reply
    • 1.3k views

  15. 2009 RMD for DB Plan w/ Rollover account under WRERA

    By JBones,
    • 1 reply
    • 1.1k views

  16. Timing of Contributions

    By emmetttrudy,
    • 5 replies
    • 2.1k views

  17. PPA -- Change to fractional accrual method?

    By JRN,
    • 9 replies
    • 2.3k views

  18. 410(b) - Equivalency

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

  19. 2010 Re-election

    By AndyH,
    • 3 replies
    • 1.3k views
    • dmb
    • dmb

  20. AFTAP < 60%

    By Dinosaur,
    • 4 replies
    • 1.4k views
    • dmb
    • dmb

  21. Change to PPA 417(e)

    By Penman2006,
    • 9 replies
    • 3.9k views

  22. Adding to Prefunding Balance

    By Dougsbpc,
    • 3 replies
    • 1.6k views

  23. Help PLease!

    By Guest Doogie61,
    • 6 replies
    • 1.3k views

  24. QDRO logistics

    By Gary,
    • 6 replies
    • 1.4k views

  25. Frozen DB - Safe Harbor 401(k) - Top-heavy

    By Lou S.,
    • 7 replies
    • 3.5k views

  26. QDRO Smadro

    By Andy the Actuary,
    • 9 replies
    • 1.4k views

  27. aftaps - int rates for funding vs restrictions

    By Guest ctrapatsos,
    • 0 replies
    • 890 views
    • Guest
    • Guest

  28. 2008 Sch B question

    By Guest Doogie61,
    • 9 replies
    • 1.3k views

  29. Lump Sum Death Benefit Rollover-able?

    By tuni88,
    • 4 replies
    • 1.8k views

  30. Actuarial Increase or Not?

    By JBones,
    • 2 replies
    • 1.4k views

  31. Death Benefit of Main HCE

    By abanky,
    • 1 reply
    • 865 views

  32. PPA DB Plan Benefit Statement Timing

    By JRG,
    • 3 replies
    • 2k views

  33. NRA of 62, Subsidized ERB at 55

    By JAY21,
    • 5 replies
    • 1.1k views

  34. Annual Funding Notice for a Terminated DB Plan

    By Guest NPS Darren,
    • 1 reply
    • 1k views

  35. Gray Book from Enrolled Actuaries Meeting

    By Guest L337pwner5,
    • 4 replies
    • 9.2k views

  36. Pension Plan Investments

    By Gary,
    • 11 replies
    • 1.8k views
    • Gary
    • Gary

  37. DB for self employed who has 403(b)

    By Guest kprhok,
    • 1 reply
    • 899 views

  38. Defined Benefit Termination Advice / Dilemma

    By Guest JFriedman,
    • 9 replies
    • 1.7k views

  39. AFTAP<80% and QDRO

    By Dougsbpc,
    • 3 replies
    • 1.5k views

  40. Death Benefit Limits

    By Gary,
    • 10 replies
    • 2.5k views

  41. Minimum Contribution Due Date

    By ac,
    • 3 replies
    • 1.6k views
    • ac
    • ac

  42. 2009 AFTAPs

    By dmb,
    • 4 replies
    • 1.1k views
    • dmb
    • dmb

  43. Schedule SB, line 38

    By Mister Met,
    • 3 replies
    • 1.1k views

  44. Can a DB participant change distribution option to lump sum after first annuity payment is made?

    By Guest 1stoppop,
    • 5 replies
    • 1.5k views

  45. Target normal cost

    By FAPInJax,
    • 4 replies
    • 2.2k views

  46. Transfer assets from a 401(k) Plan to a DB Plan

    By emmetttrudy,
    • 3 replies
    • 1.7k views

  47. 2008 Recertification?

    By Guest DBStudentAct,
    • 1 reply
    • 1k views

  48. Form 5330

    By emmetttrudy,
    • 3 replies
    • 1.4k views

  49. Proper way to calculate present value of TNC and FT under PPA

    By Guest Doogie61,
    • 12 replies
    • 2.4k views

  50. PFB must be declared by prior year 5500 due date

    By Effen,
    • 0 replies
    • 1.1k views
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