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Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

  1. 5500 Auditing - Excessive?

    By AndyH,
    • 9 replies
    • 2k views

  2. Missing Participant

    By 12AX7,
    • 5 replies
    • 2k views

  3. 2008 Funding Rules

    By JAY21,
    • 0 replies
    • 1.1k views

  4. 2007 AFTAP For 08 Presumption

    By Guest merlin,
    • 3 replies
    • 1.3k views

  5. Phased Retirement

    By Guest SEV,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  6. 204(h) Notice Required

    By Just Me,
    • 7 replies
    • 2k views

  7. Immunization

    By Andy the Actuary,
    • 4 replies
    • 1.8k views

  8. Annuity Purchase

    By Andy the Actuary,
    • 1 reply
    • 1.3k views

  9. Minimum Funding Standards

    By Andy the Actuary,
    • 1 reply
    • 1.3k views

  10. AFTAP Certification

    By JAY21,
    • 3 replies
    • 2.2k views

  11. 412(i) plan document review

    By John Feldt ERPA CPC QPA,
    • 9 replies
    • 2.2k views

  12. H.R. 3868

    By mwyatt,
    • 3 replies
    • 1.5k views

  13. Cash Balance plan and SEP/solo401k

    By Guest rmse46,
    • 12 replies
    • 4.2k views
    • Guest
    • Guest

  14. Where can I deduct this contribution?

    By Guest Whatup,
    • 22 replies
    • 5.1k views

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

    By John Feldt ERPA CPC QPA,
    • 5 replies
    • 1.7k views

  16. PPA 06 Higher Minimum Funding Req.

    By JAY21,
    • 2 replies
    • 1.2k views

  17. 404(a)(7)

    By Guest erepper,
    • 3 replies
    • 2.2k views

  18. When is a benefit being duplicated?

    By CTipper,
    • 1 reply
    • 1.1k views

  19. Service with Unrelated Employer

    By Just Me,
    • 4 replies
    • 2.3k views

  20. discount rate and projected earnings assumption

    By RayJJohnsonJr,
    • 4 replies
    • 2.4k views

  21. Reasonable NRA in Pension Plan

    By Guest PSH,
    • 3 replies
    • 1.8k views

  22. Move existing Whole Life into new DB Plan

    By CTipper,
    • 5 replies
    • 1.5k views

  23. cash balance and segment rates

    By abanky,
    • 9 replies
    • 1.8k views

  24. Top 25 Restricted Employees

    By Guest Tad77,
    • 4 replies
    • 1.9k views

  25. 415 years of participation

    By tymesup,
    • 2 replies
    • 1.7k views

  26. Is a retroactive annuity payment a protected benefit?

    By Guest ethompson,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  27. 404(a)(7) Again

    By AndyH,
    • 5 replies
    • 2.1k views

  28. new DB plan funding

    By Guest basilb,
    • 4 replies
    • 1.3k views

  29. Schedule B vs. 5500

    By JAY21,
    • 6 replies
    • 1.6k views

  30. Frozen Floor-Offset Plan

    By Dougsbpc,
    • 5 replies
    • 2.3k views

  31. IRS Notice 2007-81

    By Belgarath,
    • 17 replies
    • 4.5k views

  32. Cash-Balance Formulas

    By JAY21,
    • 12 replies
    • 2.6k views

  33. Pre-Retirement Decrements

    By Andy the Actuary,
    • 3 replies
    • 2.8k views

  34. Cash Balance Plans

    By Gary,
    • 7 replies
    • 1.9k views

  35. Dumb question regarding SP funding

    By mwyatt,
    • 8 replies
    • 1.8k views

  36. Participant Notices

    By tuni88,
    • 2 replies
    • 1.5k views

  37. Phased Retirement Final Regs

    By JAY21,
    • 16 replies
    • 2.9k views

  38. PPA - 411(d)(6)

    By Guest Thomas2006,
    • 2 replies
    • 1.7k views

  39. PBGC e filing

    By Gary,
    • 22 replies
    • 3.9k views

  40. I'm getting sick of this question.

    By Penman2006,
    • 15 replies
    • 2.5k views

  41. minimum funding if 8 1/2 months falls on a Saturday

    By thepensionmaven,
    • 2 replies
    • 1.6k views

  42. Fully-insured Plans

    By Blinky the 3-eyed Fish,
    • 8 replies
    • 2.1k views

  43. Floor-Offset

    By Dougsbpc,
    • 5 replies
    • 1.4k views

  44. 415 limits

    By Belgarath,
    • 2 replies
    • 1.2k views

  45. PPA 2006 follow up

    By Gary,
    • 4 replies
    • 1.3k views

  46. Electronic filing of 5500

    By Gary,
    • 2 replies
    • 1.1k views

  47. Frozen Benefit / Frozen Participants

    By Penman2006,
    • 20 replies
    • 6.8k views

  48. Changing assumptions on prior schedule B

    By Guest saeissler,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  49. Form 4010 information

    By Guest jfsinger,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  50. Which salary to use when changing classifications

    By Guest g2njl@aol.com,
    • 3 replies
    • 1.3k views
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