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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. Failed 401(a)(26)

    By John Feldt ERPA CPC QPA,
    • 11 replies
    • 2.9k views

  2. Required CB Burn

    By JAY21,
    • 2 replies
    • 1.2k views

  3. Attachment to Schedule SB

    By mming,
    • 4 replies
    • 2.4k views

  4. Deemed Election

    By Dinosaur,
    • 2 replies
    • 1.2k views

  5. EFAST filing of 5500, etc

    By Dinosaur,
    • 6 replies
    • 1.7k views

  6. Benefit Restrictions

    By Effen,
    • 6 replies
    • 2.2k views

  7. Final Schedule SB for Terminated Plan

    By emmetttrudy,
    • 10 replies
    • 7k views
    • Guest
    • Guest

  8. 412(i) plan - reduce formula

    By jkdoll2,
    • 1 reply
    • 905 views

  9. defined benefit inequities

    By Guest lip,
    • 7 replies
    • 2.2k views

  10. Continuing Education requirement for EAs

    By dmb,
    • 5 replies
    • 2.1k views
    • Guest
    • Guest

  11. DB Plan With Life Insurance

    By Dougsbpc,
    • 2 replies
    • 1.3k views

  12. Eligibility Question

    By emmetttrudy,
    • 2 replies
    • 1.1k views

  13. RP-2000 q's

    By tymesup,
    • 2 replies
    • 960 views

  14. Section 415 pet peeve

    By Gary,
    • 2 replies
    • 1.2k views

  15. Soliciting recommendations for DB admin

    By Guest Spock,
    • 0 replies
    • 795 views
    • Guest
    • Guest

  16. Break in service, average comp

    By Guest DBStudentAct,
    • 1 reply
    • 855 views

  17. Plan Amendment

    By Gary,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  18. 412(i) Audit from hell, could use some help

    By RayJJohnsonJr,
    • 20 replies
    • 3k views

  19. Employee option to change plans

    By Guest Spock,
    • 6 replies
    • 1.2k views
    • Guest
    • Guest

  20. non-cash contributions

    By Earl,
    • 2 replies
    • 1.4k views

  21. Use of Carryover Balance for Quarterly Contribution

    By Dinosaur,
    • 3 replies
    • 2.2k views

  22. Deferral Past NRA

    By Guest shaul,
    • 3 replies
    • 1.8k views

  23. Severance benefits paid from Pension Plan

    By Guest jfsinger,
    • 4 replies
    • 2.2k views

  24. Communication Tip

    By Andy the Actuary,
    • 0 replies
    • 913 views

  25. Distribution Fees

    By emmetttrudy,
    • 2 replies
    • 1.8k views

  26. When 436 Benefits Restrictions Lifted

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

  27. Another PPA anomaly

    By FAPInJax,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  28. 412i conversion

    By FAPInJax,
    • 0 replies
    • 927 views

  29. FTAP computed using vested benefits?

    By Guest Jcarolan,
    • 11 replies
    • 1.9k views

  30. Top Heavy Minimum in Frozen Plan

    By Dougsbpc,
    • 1 reply
    • 1.3k views

  31. Lyme disease mortality

    By tymesup,
    • 11 replies
    • 1.8k views

  32. "Former HCE" vs "HC Former E"

    By carrots,
    • 2 replies
    • 1.6k views

  33. Schedule SB-Line 14 (FTAP)

    By JAY21,
    • 6 replies
    • 1.5k views
    • Guest
    • Guest

  34. Funding for LS

    By Guest RBlaine,
    • 5 replies
    • 1.5k views
    • Guest
    • Guest

  35. 415 Calculations

    By FAPInJax,
    • 6 replies
    • 1.6k views

  36. Permissive Aggregation

    By emmetttrudy,
    • 5 replies
    • 2.7k views

  37. 430 Plan Expense Assumption

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

  38. Datair DB Valuation Help

    By emmetttrudy,
    • 2 replies
    • 1.3k views

  39. Election to Use COB

    By Dougsbpc,
    • 1 reply
    • 1k views

  40. PBGC premium filing

    By Guest TammyS,
    • 5 replies
    • 4.8k views

  41. TNC for frozen plan with life insurance

    By carrots,
    • 3 replies
    • 1.5k views

  42. Schedule SB on Relius

    By ScottR,
    • 6 replies
    • 1.9k views

  43. 1/2 Annuity Option and 1/2 Lump Sum

    By AndyH,
    • 19 replies
    • 2.3k views

  44. 2009 AFTAPs < 80%

    By Guest DBPension,
    • 11 replies
    • 1.6k views
    • Guest
    • Guest

  45. Normal Retirement Age

    By John Feldt ERPA CPC QPA,
    • 4 replies
    • 1.5k views

  46. PFB for EOY val date

    By Guest AP914,
    • 4 replies
    • 1.3k views
    • Guest
    • Guest

  47. Top Heavy Cash Balance Plan

    By carrots,
    • 2 replies
    • 3.6k views
    • Guest
    • Guest

  48. Schedule SB - line 23

    By Effen,
    • 2 replies
    • 1.2k views

  49. Normal Retirement Age

    By Gary,
    • 7 replies
    • 2.4k views

  50. reduction of benefits

    By abanky,
    • 1 reply
    • 958 views
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