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Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

  1. Life Expectancy

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

  2. 415 Brain Cramp

    By mwyatt,
    • 5 replies
    • 1.9k views

  3. Unrounded 415 limits

    By FAPInJax,
    • 2 replies
    • 2.6k views

  4. Avg Comp from previous years

    By ombskid,
    • 2 replies
    • 1.6k views

  5. Restricted HCE payment

    By Jim Norman,
    • 4 replies
    • 2k views

  6. S404 deduction under PPA for a new Plan

    By flosfur,
    • 5 replies
    • 1.9k views

  7. 401(a)(4) testing of DB/DC

    By flosfur,
    • 1 reply
    • 1.1k views

  8. Cash Balance Valuation Dates

    By AndyH,
    • 18 replies
    • 3.5k views

  9. (100%/150% CL minus assets) Deduction Limit

    By flosfur,
    • 10 replies
    • 2.1k views

  10. Good Sources for old Revenue Rulings & GCM ?

    By JAY21,
    • 9 replies
    • 2.4k views

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

    By flosfur,
    • 8 replies
    • 2k views
    • Guest
    • Guest

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

    By Guest sueczer,
    • 4 replies
    • 1.3k views

  13. Split-Funded Plans post PPA 06

    By JAY21,
    • 6 replies
    • 3k views

  14. Pension Thaw?

    By tuni88,
    • 7 replies
    • 3.3k views

  15. Over Contribution

    By Guest PAUL DUGAN,
    • 4 replies
    • 1.4k views

  16. JB Reenrollment

    By mwyatt,
    • 6 replies
    • 2.1k views

  17. Killing 412i plan

    By FAPInJax,
    • 1 reply
    • 1.2k views

  18. Grandfathering Pre-Final Reg 415 Benefit

    By Guest merlin,
    • 12 replies
    • 1.7k views
    • Guest
    • Guest

  19. PBGC Technical Advice on Plan Terminations

    By Andy the Actuary,
    • 0 replies
    • 1.1k views

  20. Former HCE Def'n

    By JAY21,
    • 20 replies
    • 4.9k views

  21. Final 415 Regulations - Amendment Deadline

    By J. Bringhurst,
    • 1 reply
    • 5.1k views

  22. Lump Sum Calculation Sanity Check

    By Andy the Actuary,
    • 32 replies
    • 8.1k views

  23. Funding Standards

    By Andy the Actuary,
    • 1 reply
    • 1.4k views

  24. I need help sounding like an actuary

    By SteveH,
    • 12 replies
    • 2.7k views

  25. 401(a)(17) Limit for Year of Benefit Accrual Freeze

    By J. Bringhurst,
    • 1 reply
    • 2k views

  26. ERISA 101(j) Notice

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 3.5k views

  27. AFTAP Certification

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

  28. Permissive Aggregation for Coverage Test

    By flosfur,
    • 3 replies
    • 1.5k views

  29. NRA & Notice 2007-69

    By Penman2006,
    • 4 replies
    • 1.4k views

  30. PPA - 75% QJSA Effective Date

    By J. Bringhurst,
    • 14 replies
    • 6.3k views

  31. Short plan year unit credit

    By FAPInJax,
    • 3 replies
    • 1.4k views

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

    By ombskid,
    • 8 replies
    • 2.5k views

  33. Funding under PPA 06

    By Guest lerieleech,
    • 2 replies
    • 1.3k views

  34. Unreported contribution

    By tymesup,
    • 5 replies
    • 1.2k views

  35. Plan Disqualification for violating 410b

    By Gary,
    • 0 replies
    • 1.6k views

  36. CUSIP #

    By Belgarath,
    • 2 replies
    • 1.9k views

  37. valuation deadline

    By abanky,
    • 5 replies
    • 1.5k views

  38. FAS 158 - What to do with Prepaid

    By Guest pm01,
    • 7 replies
    • 3.2k views
    • Guest
    • Guest

  39. Vested lump sum calculations

    By FAPInJax,
    • 2 replies
    • 1.5k views

  40. 417(e) Mortality Table

    By abanky,
    • 10 replies
    • 5.9k views

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

    By Lame Duck,
    • 0 replies
    • 985 views

  42. 412i plan compliance

    By Gary,
    • 2 replies
    • 1.3k views

  43. 412(i) with 401k s.harbor

    By MJ Hartman,
    • 14 replies
    • 3.4k views

  44. Partnership DB Plan

    By Blinky the 3-eyed Fish,
    • 16 replies
    • 3.6k views

  45. PPA Lump Sum Restrictions

    By Guest PAUL DUGAN,
    • 3 replies
    • 1.9k views

  46. New DB - Already funded SEP for 07

    By Guest erepper,
    • 4 replies
    • 1.4k views

  47. PPA Interest Rates

    By FAPInJax,
    • 3 replies
    • 2.4k views

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

    By JAY21,
    • 0 replies
    • 1.2k views

  49. 412(c)(8) Election after 2007

    By JAY21,
    • 3 replies
    • 3.4k views

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

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 1.4k views
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