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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

  1. Schedule SB on Relius

    By ScottR,
    • 6 replies
    • 1.9k views

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

    By AndyH,
    • 19 replies
    • 2.4k views

  3. 2009 AFTAPs < 80%

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

  4. Normal Retirement Age

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

  5. PFB for EOY val date

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

  6. Top Heavy Cash Balance Plan

    By carrots,
    • 2 replies
    • 3.7k views
    • Guest
    • Guest

  7. Schedule SB - line 23

    By Effen,
    • 2 replies
    • 1.2k views

  8. Normal Retirement Age

    By Gary,
    • 7 replies
    • 2.5k views

  9. reduction of benefits

    By abanky,
    • 1 reply
    • 972 views

  10. Yield Curve for 2008 valuation

    By Dinosaur,
    • 5 replies
    • 1.4k views

  11. Minimum Distribution Required?

    By Andy the Actuary,
    • 3 replies
    • 3.4k views

  12. underfunded Plans

    By Guest kate from hackensack,
    • 4 replies
    • 2k views

  13. Two Normal Retirement Ages for Same Participant?

    By Übernerd,
    • 3 replies
    • 1.2k views

  14. Credit Balance Elections and Timing

    By Guest pm01,
    • 5 replies
    • 2k views

  15. Plan Amendment Logistics

    By Gary,
    • 1 reply
    • 1.1k views

  16. LLC - Partnership and Plan Comp in year of freeze

    By AndyH,
    • 6 replies
    • 1.2k views

  17. 3/31/09 Plan Termination

    By Penman2006,
    • 2 replies
    • 1k views

  18. Cash Balance Plan Vesting Schedule

    By emmetttrudy,
    • 2 replies
    • 1.9k views

  19. 430 Minimum Contribution w-Prefunded Balance

    By Rob P,
    • 4 replies
    • 2.1k views

  20. B Or No B The Final Year?

    By mming,
    • 1 reply
    • 1.8k views

  21. PBGC issues Quarterly Contribution notice relief

    By JAY21,
    • 0 replies
    • 1.1k views

  22. Help on PBGC guarantees

    By Guest DBPension,
    • 4 replies
    • 1.1k views

  23. Relius AFN

    By Andy the Actuary,
    • 1 reply
    • 1.2k views

  24. Locating Lost participants

    By alexa,
    • 8 replies
    • 2.5k views

  25. 404(a)(7) - Q&A 9 - DB/DC Deduction Limits

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

  26. Leased Employees

    By emmetttrudy,
    • 2 replies
    • 1.1k views

  27. Madoff losses on 5500

    By Guest Sus95,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  28. 401(h) Account

    By Guest mbw,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  29. March 31, 2009 EP News application

    By Guest Xerxes,
    • 0 replies
    • 892 views
    • Guest
    • Guest

  30. 101(f) Annual Funding Notice

    By waid10,
    • 6 replies
    • 1.9k views
    • Guest
    • Guest

  31. ERISA 4010 reporting

    By Gary,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  32. Quarterly Contributions/2008 Schedule SB

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

  33. Deduction Timing

    By 12AX7,
    • 3 replies
    • 1.3k views

  34. Required Minimum Distributions

    By Lori Foresz,
    • 3 replies
    • 1.7k views

  35. incorrect Plan number

    By HiVi,
    • 3 replies
    • 1.5k views

  36. 402(f) Notice

    By Andy the Actuary,
    • 0 replies
    • 910 views

  37. DB interest rates changing from Treas rates to Bond rates

    By Lori H,
    • 4 replies
    • 1k views

  38. Segment Rates for 1/1/2009 small DB valuation

    By carrots,
    • 1 reply
    • 1.1k views

  39. Data for Non Discrimination Testing, Distributions

    By Gary,
    • 0 replies
    • 1.3k views

  40. Election Package Where No Restrictions Apply

    By Andy the Actuary,
    • 4 replies
    • 1.2k views

  41. Contrib. within Deductible Limits but not deducted

    By JAY21,
    • 5 replies
    • 1.2k views

  42. Top-heavy DC/DB where DB is Frozen

    By Lou S.,
    • 2 replies
    • 2k views

  43. Overfunded Union Plan - how to terminat/merge/convert?

    By Guest Dressageho,
    • 10 replies
    • 2.3k views
    • Guest
    • Guest

  44. So Where's the Protection?

    By Andy the Actuary,
    • 3 replies
    • 1.2k views
    • dmb
    • dmb

  45. Former HCE

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

  46. Effective Interest Rates

    By carrots,
    • 2 replies
    • 1.6k views

  47. NRAs under age 62

    By JAY21,
    • 2 replies
    • 948 views

  48. underfunded DB and deferred comp plan limits

    By DMcGovern,
    • 2 replies
    • 1.2k views

  49. Annual Funding Notices

    By AndyH,
    • 4 replies
    • 1.4k views

  50. Eoy Val and quarterly contributions

    By abanky,
    • 4 replies
    • 1.3k views
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