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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

  1. Lump Sum Calculation Sanity Check

    By Andy the Actuary,
    • 32 replies
    • 7k views

  2. Funding Standards

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

  3. I need help sounding like an actuary

    By SteveH,
    • 12 replies
    • 2.3k views

  4. 401(a)(17) Limit for Year of Benefit Accrual Freeze

    By J. Bringhurst,
    • 1 reply
    • 1.9k views

  5. ERISA 101(j) Notice

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 3.3k views

  6. AFTAP Certification

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

  7. Permissive Aggregation for Coverage Test

    By flosfur,
    • 3 replies
    • 1.4k views

  8. NRA & Notice 2007-69

    By Penman2006,
    • 4 replies
    • 1.1k views

  9. PPA - 75% QJSA Effective Date

    By J. Bringhurst,
    • 14 replies
    • 5.6k views

  10. Short plan year unit credit

    By FAPInJax,
    • 3 replies
    • 1.1k views

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

    By ombskid,
    • 8 replies
    • 2.2k views

  12. Funding under PPA 06

    By Guest lerieleech,
    • 2 replies
    • 1k views

  13. Unreported contribution

    By tymesup,
    • 5 replies
    • 1k views

  14. Plan Disqualification for violating 410b

    By Gary,
    • 0 replies
    • 1.4k views

  15. CUSIP #

    By Belgarath,
    • 2 replies
    • 1.6k views

  16. valuation deadline

    By abanky,
    • 5 replies
    • 1.2k views

  17. FAS 158 - What to do with Prepaid

    By Guest pm01,
    • 7 replies
    • 2.9k views
    • Guest
    • Guest

  18. Vested lump sum calculations

    By FAPInJax,
    • 2 replies
    • 1.3k views

  19. 417(e) Mortality Table

    By abanky,
    • 10 replies
    • 5.4k views

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

    By Lame Duck,
    • 0 replies
    • 920 views

  21. 412i plan compliance

    By Gary,
    • 2 replies
    • 1.1k views

  22. 412(i) with 401k s.harbor

    By MJ Hartman,
    • 14 replies
    • 2.8k views

  23. Partnership DB Plan

    By Blinky the 3-eyed Fish,
    • 16 replies
    • 3.1k views

  24. PPA Lump Sum Restrictions

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

  25. New DB - Already funded SEP for 07

    By Guest erepper,
    • 4 replies
    • 1.2k views

  26. PPA Interest Rates

    By FAPInJax,
    • 3 replies
    • 2.2k views

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

    By JAY21,
    • 0 replies
    • 1.1k views

  28. 412(c)(8) Election after 2007

    By JAY21,
    • 3 replies
    • 3.2k views

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

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

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

    By John Feldt ERPA CPC QPA,
    • 19 replies
    • 4.6k views
    • Guest
    • Guest

  31. Form 56

    By Peanut Butter Man,
    • 1 reply
    • 1.2k views

  32. Final 415 regulations re plan termination

    By Guest saeissler,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

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

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

  34. PPA 06 Delay ?

    By JAY21,
    • 4 replies
    • 1.4k views

  35. 5500 Auditing - Excessive?

    By AndyH,
    • 9 replies
    • 1.6k views

  36. Missing Participant

    By 12AX7,
    • 5 replies
    • 1.8k views

  37. 2008 Funding Rules

    By JAY21,
    • 0 replies
    • 944 views

  38. 2007 AFTAP For 08 Presumption

    By Guest merlin,
    • 3 replies
    • 1.1k views

  39. Phased Retirement

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

  40. 204(h) Notice Required

    By Just Me,
    • 7 replies
    • 1.8k views

  41. Immunization

    By Andy the Actuary,
    • 4 replies
    • 1.6k views

  42. Annuity Purchase

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

  43. Minimum Funding Standards

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

  44. AFTAP Certification

    By JAY21,
    • 3 replies
    • 2.1k views

  45. 412(i) plan document review

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

  46. H.R. 3868

    By mwyatt,
    • 3 replies
    • 1.2k views

  47. Cash Balance plan and SEP/solo401k

    By Guest rmse46,
    • 12 replies
    • 3.9k views
    • Guest
    • Guest

  48. Where can I deduct this contribution?

    By Guest Whatup,
    • 22 replies
    • 4.8k views

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

    By John Feldt ERPA CPC QPA,
    • 5 replies
    • 1.6k views

  50. PPA 06 Higher Minimum Funding Req.

    By JAY21,
    • 2 replies
    • 1.1k views
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