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Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

  1. Electronic filing of 5500

    By Gary,
    • 2 replies
    • 1.2k views

  2. Frozen Benefit / Frozen Participants

    By Penman2006,
    • 20 replies
    • 6.9k views

  3. Changing assumptions on prior schedule B

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

  4. Form 4010 information

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

  5. Which salary to use when changing classifications

    By Guest g2njl@aol.com,
    • 3 replies
    • 1.4k views

  6. DB/DC Aggregate Testing

    By JRN,
    • 2 replies
    • 1.9k views
    • JRN
    • JRN

  7. Vesting CB/PSP Combo Plan

    By Guest John Nelson,
    • 10 replies
    • 3.4k views

  8. Non-Profit equals No 404 Limit ?

    By JAY21,
    • 6 replies
    • 2.5k views

  9. Filing 5500 without 5330

    By Guest GMP,
    • 2 replies
    • 1.8k views

  10. SAS70 and SAS73

    By david rigby,
    • 1 reply
    • 1.6k views

  11. PBGC Reportable Event - Missed Quarterly

    By AndyH,
    • 0 replies
    • 1.5k views

  12. PBGC Funding Notice

    By Effen,
    • 0 replies
    • 1.4k views

  13. Increased Retirement Age

    By Dougsbpc,
    • 10 replies
    • 2.1k views

  14. Plan termination and lump sums

    By abanky,
    • 5 replies
    • 2.1k views

  15. NRA = 70

    By Penman2006,
    • 3 replies
    • 1.4k views

  16. 2007-28 Q&A 9 Reversed

    By ak2ary,
    • 7 replies
    • 2.1k views

  17. silly question about pbgc

    By abanky,
    • 3 replies
    • 1.4k views

  18. Partial Terminations

    By BTG,
    • 5 replies
    • 1.9k views

  19. 401(a)(26)

    By Guest nedie,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  20. Cash Balance Conversion

    By nancy,
    • 3 replies
    • 1.8k views

  21. Accrued-to Date Testing For Deferred Retirees and Wearaway

    By Guest merlin,
    • 0 replies
    • 957 views
    • Guest
    • Guest

  22. separation from service

    By lexi,
    • 2 replies
    • 1.8k views

  23. Unit Credit Funding In the Year of Plan Termination

    By Guest merlin,
    • 5 replies
    • 1.5k views

  24. Change In Actuarial Cost Method - Automatic Approval

    By Andy the Actuary,
    • 1 reply
    • 1.6k views

  25. Funding deficiency re statute of limitations

    By Guest saeissler,
    • 2 replies
    • 2.1k views

  26. CB/PS NC (retirement ages vary)

    By abanky,
    • 2 replies
    • 1.3k views

  27. 415 Final Regulations and Conversion to Multiemployer Plan

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

  28. 415 Limit Annual Benefit Present Value

    By JAY21,
    • 9 replies
    • 2.6k views

  29. RMD Based On Plan Assets

    By Guest merlin,
    • 6 replies
    • 1.6k views
    • Guest
    • Guest

  30. Is Report of IQPA needed for company with two plans...?

    By himt4,
    • 2 replies
    • 1.9k views

  31. new DB plan for one participant

    By Lori H,
    • 8 replies
    • 1.8k views

  32. TRA '86

    By Randy Watson,
    • 3 replies
    • 2.1k views

  33. Projected Unit Credit Funding With Top Heavy Minimums

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

  34. Proposed PPA regulations

    By FAPInJax,
    • 3 replies
    • 1.6k views

  35. 2007 PBGC Notice

    By AndyH,
    • 1 reply
    • 1.2k views

  36. 415 increases in frozen plan?

    By Belgarath,
    • 9 replies
    • 4.7k views

  37. Notice of Annuity - Single Premium Group Annuity Ongoing Plan

    By SRM,
    • 6 replies
    • 2k views

  38. Return to Work After Having Taken Lump Sum

    By tuni88,
    • 1 reply
    • 1.5k views

  39. Restricted Distributions under PPA

    By Rob P,
    • 2 replies
    • 1.4k views

  40. MPAA

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

  41. Eliminating Actuarial Increase

    By Guest Nini,
    • 3 replies
    • 2.3k views

  42. Floor offset - minimum participation

    By tymesup,
    • 29 replies
    • 6.2k views

  43. In-Kind Contribution

    By Guest merlin,
    • 11 replies
    • 3.6k views

  44. MVAR

    By JAY21,
    • 30 replies
    • 9.4k views

  45. Schedule B

    By Guest Jaynie,
    • 4 replies
    • 1.7k views

  46. 415 limits

    By FAPInJax,
    • 6 replies
    • 2k views

  47. Testing Age For DB/DC Combination

    By Guest merlin,
    • 4 replies
    • 2k views

  48. PPA Interest rates

    By FAPInJax,
    • 2 replies
    • 1.7k views

  49. Defined Benefit Distributions

    By Guest Nathan Kolbes,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  50. S415 Final Regulations

    By flosfur,
    • 10 replies
    • 2.3k views
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