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Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

  1. FAS 158 - What to do with Prepaid

    By Guest pm01,
    • 7 replies
    • 2.8k views
    • Guest
    • Guest

  2. Vested lump sum calculations

    By FAPInJax,
    • 2 replies
    • 1.3k views

  3. 417(e) Mortality Table

    By abanky,
    • 10 replies
    • 5.3k views

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

    By Lame Duck,
    • 0 replies
    • 890 views

  5. 412i plan compliance

    By Gary,
    • 2 replies
    • 1.1k views

  6. 412(i) with 401k s.harbor

    By MJ Hartman,
    • 14 replies
    • 2.7k views

  7. Partnership DB Plan

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

  8. PPA Lump Sum Restrictions

    By Guest PAUL DUGAN,
    • 3 replies
    • 1.6k views

  9. New DB - Already funded SEP for 07

    By Guest erepper,
    • 4 replies
    • 1.1k views

  10. PPA Interest Rates

    By FAPInJax,
    • 3 replies
    • 2.1k views

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

    By JAY21,
    • 0 replies
    • 1.1k views

  12. 412(c)(8) Election after 2007

    By JAY21,
    • 3 replies
    • 3.1k views

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

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

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

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

  15. Form 56

    By Peanut Butter Man,
    • 1 reply
    • 1.1k views

  16. Final 415 regulations re plan termination

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

  17. Application of Code Section 402(b)(4) and Disqualified PLans

    By Guest EMM118,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  18. PPA 06 Delay ?

    By JAY21,
    • 4 replies
    • 1.4k views

  19. 5500 Auditing - Excessive?

    By AndyH,
    • 9 replies
    • 1.6k views

  20. Missing Participant

    By 12AX7,
    • 5 replies
    • 1.7k views

  21. 2008 Funding Rules

    By JAY21,
    • 0 replies
    • 910 views

  22. 2007 AFTAP For 08 Presumption

    By Guest merlin,
    • 3 replies
    • 1.1k views

  23. Phased Retirement

    By Guest SEV,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  24. 204(h) Notice Required

    By Just Me,
    • 7 replies
    • 1.7k views

  25. Immunization

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

  26. Annuity Purchase

    By Andy the Actuary,
    • 1 reply
    • 1.1k views

  27. Minimum Funding Standards

    By Andy the Actuary,
    • 1 reply
    • 1.1k views

  28. AFTAP Certification

    By JAY21,
    • 3 replies
    • 2k views

  29. 412(i) plan document review

    By John Feldt ERPA CPC QPA,
    • 9 replies
    • 1.9k views

  30. H.R. 3868

    By mwyatt,
    • 3 replies
    • 1.2k views

  31. Cash Balance plan and SEP/solo401k

    By Guest rmse46,
    • 12 replies
    • 3.7k views
    • Guest
    • Guest

  32. Where can I deduct this contribution?

    By Guest Whatup,
    • 22 replies
    • 4.6k views

  33. Accruing the maximum 415 benefit (1/10)

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

  34. PPA 06 Higher Minimum Funding Req.

    By JAY21,
    • 2 replies
    • 1.1k views

  35. 404(a)(7)

    By Guest erepper,
    • 3 replies
    • 2k views

  36. When is a benefit being duplicated?

    By CTipper,
    • 1 reply
    • 903 views

  37. Service with Unrelated Employer

    By Just Me,
    • 4 replies
    • 2.1k views

  38. discount rate and projected earnings assumption

    By RayJJohnsonJr,
    • 4 replies
    • 2.1k views

  39. Reasonable NRA in Pension Plan

    By Guest PSH,
    • 3 replies
    • 1.5k views

  40. Move existing Whole Life into new DB Plan

    By CTipper,
    • 5 replies
    • 1.3k views

  41. cash balance and segment rates

    By abanky,
    • 9 replies
    • 1.5k views

  42. Top 25 Restricted Employees

    By Guest Tad77,
    • 4 replies
    • 1.6k views

  43. 415 years of participation

    By tymesup,
    • 2 replies
    • 1.5k views

  44. Is a retroactive annuity payment a protected benefit?

    By Guest ethompson,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  45. 404(a)(7) Again

    By AndyH,
    • 5 replies
    • 1.8k views

  46. new DB plan funding

    By Guest basilb,
    • 4 replies
    • 1.2k views

  47. Schedule B vs. 5500

    By JAY21,
    • 6 replies
    • 1.3k views

  48. Frozen Floor-Offset Plan

    By Dougsbpc,
    • 5 replies
    • 1.9k views

  49. IRS Notice 2007-81

    By Belgarath,
    • 17 replies
    • 4k views

  50. Cash-Balance Formulas

    By JAY21,
    • 12 replies
    • 2.3k views
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