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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. Yea! Only one more 10/15 Form 5500 to go!

    By carrots,
    • 6 replies
    • 1.3k views

  2. Installment Payment Optional Form

    By Guest careful1,
    • 4 replies
    • 1.8k views

  3. Stopping accruals if the employee elects to start benefits at normal retirement age while employed

    By Everett Moreland,
    • 1 reply
    • 899 views

  4. Yileld curve

    By Effen,
    • 0 replies
    • 894 views

  5. Eligibility Question

    By emmetttrudy,
    • 3 replies
    • 1.2k views

  6. Plan Termination & 436 restrictions

    By Dennis Povloski,
    • 4 replies
    • 1.3k views

  7. Benefit-Focused-Retirement Plans?

    By Guest nidusjr,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  8. High-3 415 Limit

    By JAY21,
    • 1 reply
    • 1k views

  9. Plan account details

    By Gary,
    • 0 replies
    • 819 views

  10. Asset Valuation Method

    By dmb,
    • 3 replies
    • 1.1k views

  11. Cash Balance and Profit Sharing Plan Vesting Question

    By Guest Mikk,
    • 7 replies
    • 2.3k views

  12. IRS rates for funding and 417

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

  13. AFTAP

    By Effen,
    • 13 replies
    • 3.1k views

  14. benefit restrictions

    By Effen,
    • 3 replies
    • 1.5k views

  15. Plan Amendments

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

  16. Change from 2007 EOY to 2008 BOY val.

    By Guest GMP,
    • 8 replies
    • 1.4k views

  17. Cash Balance Interest Credit Timing

    By Guest BRich,
    • 2 replies
    • 1.2k views

  18. Present Value Life Insurance

    By Gary,
    • 1 reply
    • 975 views

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

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

  20. How much is deductible

    By katieinny,
    • 9 replies
    • 1.4k views

  21. 436 Participant Notice

    By Penman2006,
    • 1 reply
    • 1.3k views

  22. 2009 RMD for DB Plan w/ Rollover account under WRERA

    By JBones,
    • 1 reply
    • 1.2k views

  23. Timing of Contributions

    By emmetttrudy,
    • 5 replies
    • 2.2k views

  24. PPA -- Change to fractional accrual method?

    By JRN,
    • 9 replies
    • 2.3k views

  25. 410(b) - Equivalency

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

  26. 2010 Re-election

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

  27. AFTAP < 60%

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

  28. Change to PPA 417(e)

    By Penman2006,
    • 9 replies
    • 3.9k views

  29. Adding to Prefunding Balance

    By Dougsbpc,
    • 3 replies
    • 1.6k views

  30. Help PLease!

    By Guest Doogie61,
    • 6 replies
    • 1.4k views

  31. QDRO logistics

    By Gary,
    • 6 replies
    • 1.5k views

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

    By Lou S.,
    • 7 replies
    • 3.6k views

  33. QDRO Smadro

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

  34. aftaps - int rates for funding vs restrictions

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

  35. 2008 Sch B question

    By Guest Doogie61,
    • 9 replies
    • 1.4k views

  36. Lump Sum Death Benefit Rollover-able?

    By tuni88,
    • 4 replies
    • 1.8k views

  37. Actuarial Increase or Not?

    By JBones,
    • 2 replies
    • 1.4k views

  38. Death Benefit of Main HCE

    By abanky,
    • 1 reply
    • 889 views

  39. PPA DB Plan Benefit Statement Timing

    By JRG,
    • 3 replies
    • 2k views

  40. NRA of 62, Subsidized ERB at 55

    By JAY21,
    • 5 replies
    • 1.2k views

  41. Annual Funding Notice for a Terminated DB Plan

    By Guest NPS Darren,
    • 1 reply
    • 1.1k views

  42. Gray Book from Enrolled Actuaries Meeting

    By Guest L337pwner5,
    • 4 replies
    • 9.3k views

  43. Pension Plan Investments

    By Gary,
    • 11 replies
    • 1.9k views
    • Gary
    • Gary

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

    By Guest kprhok,
    • 1 reply
    • 925 views

  45. Defined Benefit Termination Advice / Dilemma

    By Guest JFriedman,
    • 9 replies
    • 1.7k views

  46. AFTAP<80% and QDRO

    By Dougsbpc,
    • 3 replies
    • 1.5k views

  47. Death Benefit Limits

    By Gary,
    • 10 replies
    • 2.6k views

  48. Minimum Contribution Due Date

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

  49. 2009 AFTAPs

    By dmb,
    • 4 replies
    • 1.2k views
    • dmb
    • dmb

  50. Schedule SB, line 38

    By Mister Met,
    • 3 replies
    • 1.1k views
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