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Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

  1. 415 Brain Cramp

    By mwyatt,
    • 5 replies
    • 1.5k views

  2. Unrounded 415 limits

    By FAPInJax,
    • 2 replies
    • 2.3k views

  3. Avg Comp from previous years

    By ombskid,
    • 2 replies
    • 1.3k views

  4. Restricted HCE payment

    By Jim Norman,
    • 4 replies
    • 1.6k views

  5. S404 deduction under PPA for a new Plan

    By flosfur,
    • 5 replies
    • 1.4k views

  6. 401(a)(4) testing of DB/DC

    By flosfur,
    • 1 reply
    • 938 views

  7. Cash Balance Valuation Dates

    By AndyH,
    • 18 replies
    • 2.7k views

  8. (100%/150% CL minus assets) Deduction Limit

    By flosfur,
    • 10 replies
    • 1.7k views

  9. Good Sources for old Revenue Rulings & GCM ?

    By JAY21,
    • 9 replies
    • 2.1k views

  10. Value of Life Ins. for S412/404 assets

    By flosfur,
    • 8 replies
    • 1.6k views
    • Guest
    • Guest

  11. Deduction of 150% UCL, amendment in effect 2 yrs

    By Guest sueczer,
    • 4 replies
    • 1.1k views

  12. Split-Funded Plans post PPA 06

    By JAY21,
    • 6 replies
    • 2.5k views

  13. Pension Thaw?

    By tuni88,
    • 7 replies
    • 2.9k views

  14. Over Contribution

    By Guest PAUL DUGAN,
    • 4 replies
    • 1k views

  15. JB Reenrollment

    By mwyatt,
    • 6 replies
    • 1.4k views

  16. Killing 412i plan

    By FAPInJax,
    • 1 reply
    • 992 views

  17. Grandfathering Pre-Final Reg 415 Benefit

    By Guest merlin,
    • 12 replies
    • 1.4k views
    • Guest
    • Guest

  18. PBGC Technical Advice on Plan Terminations

    By Andy the Actuary,
    • 0 replies
    • 921 views

  19. Former HCE Def'n

    By JAY21,
    • 20 replies
    • 3.8k views

  20. Final 415 Regulations - Amendment Deadline

    By J. Bringhurst,
    • 1 reply
    • 4.8k views

  21. Lump Sum Calculation Sanity Check

    By Andy the Actuary,
    • 32 replies
    • 6.7k views

  22. Funding Standards

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

  23. I need help sounding like an actuary

    By SteveH,
    • 12 replies
    • 2.1k views

  24. 401(a)(17) Limit for Year of Benefit Accrual Freeze

    By J. Bringhurst,
    • 1 reply
    • 1.8k views

  25. ERISA 101(j) Notice

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 3.2k views

  26. AFTAP Certification

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

  27. Permissive Aggregation for Coverage Test

    By flosfur,
    • 3 replies
    • 1.3k views

  28. NRA & Notice 2007-69

    By Penman2006,
    • 4 replies
    • 1.1k views

  29. PPA - 75% QJSA Effective Date

    By J. Bringhurst,
    • 14 replies
    • 5.4k views

  30. Short plan year unit credit

    By FAPInJax,
    • 3 replies
    • 994 views

  31. When is it deductible - plan year vs fiscal year

    By ombskid,
    • 8 replies
    • 2.1k views

  32. Funding under PPA 06

    By Guest lerieleech,
    • 2 replies
    • 997 views

  33. Unreported contribution

    By tymesup,
    • 5 replies
    • 932 views

  34. Plan Disqualification for violating 410b

    By Gary,
    • 0 replies
    • 1.4k views

  35. CUSIP #

    By Belgarath,
    • 2 replies
    • 1.5k views

  36. valuation deadline

    By abanky,
    • 5 replies
    • 1.1k views

  37. FAS 158 - What to do with Prepaid

    By Guest pm01,
    • 7 replies
    • 2.7k views
    • Guest
    • Guest

  38. Vested lump sum calculations

    By FAPInJax,
    • 2 replies
    • 1.3k views

  39. 417(e) Mortality Table

    By abanky,
    • 10 replies
    • 5.3k views

  40. Attribution of ASG status to another member of a controlled Group

    By Lame Duck,
    • 0 replies
    • 885 views

  41. 412i plan compliance

    By Gary,
    • 2 replies
    • 1.1k views

  42. 412(i) with 401k s.harbor

    By MJ Hartman,
    • 14 replies
    • 2.7k views

  43. Partnership DB Plan

    By Blinky the 3-eyed Fish,
    • 16 replies
    • 2.9k views

  44. PPA Lump Sum Restrictions

    By Guest PAUL DUGAN,
    • 3 replies
    • 1.5k views

  45. New DB - Already funded SEP for 07

    By Guest erepper,
    • 4 replies
    • 1.1k views

  46. PPA Interest Rates

    By FAPInJax,
    • 3 replies
    • 2.1k views

  47. Adding 401(h) Medical Expense Feature to DB Plan

    By JAY21,
    • 0 replies
    • 1.1k views

  48. 412(c)(8) Election after 2007

    By JAY21,
    • 3 replies
    • 3.1k views

  49. Effective date for new PPA rates/mortality for lump sums

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 1.2k views

  50. Plan amendments for the new 417(e) rules

    By John Feldt ERPA CPC QPA,
    • 19 replies
    • 4.5k views
    • Guest
    • Guest
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