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Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

  1. DB/DC Aggregate Testing

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

  2. Vesting CB/PSP Combo Plan

    By Guest John Nelson,
    • 10 replies
    • 3.2k views

  3. Non-Profit equals No 404 Limit ?

    By JAY21,
    • 6 replies
    • 2.3k views

  4. Filing 5500 without 5330

    By Guest GMP,
    • 2 replies
    • 1.7k views

  5. SAS70 and SAS73

    By david rigby,
    • 1 reply
    • 1.6k views

  6. PBGC Reportable Event - Missed Quarterly

    By AndyH,
    • 0 replies
    • 1.4k views

  7. PBGC Funding Notice

    By Effen,
    • 0 replies
    • 1.3k views

  8. Increased Retirement Age

    By Dougsbpc,
    • 10 replies
    • 2k views

  9. Plan termination and lump sums

    By abanky,
    • 5 replies
    • 2.1k views

  10. NRA = 70

    By Penman2006,
    • 3 replies
    • 1.4k views

  11. 2007-28 Q&A 9 Reversed

    By ak2ary,
    • 7 replies
    • 2k views

  12. silly question about pbgc

    By abanky,
    • 3 replies
    • 1.3k views

  13. Partial Terminations

    By BTG,
    • 5 replies
    • 1.7k views

  14. 401(a)(26)

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

  15. Cash Balance Conversion

    By nancy,
    • 3 replies
    • 1.7k views

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

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

  17. separation from service

    By lexi,
    • 2 replies
    • 1.8k views

  18. Unit Credit Funding In the Year of Plan Termination

    By Guest merlin,
    • 5 replies
    • 1.5k views

  19. Change In Actuarial Cost Method - Automatic Approval

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

  20. Funding deficiency re statute of limitations

    By Guest saeissler,
    • 2 replies
    • 2.1k views

  21. CB/PS NC (retirement ages vary)

    By abanky,
    • 2 replies
    • 1.3k views

  22. 415 Final Regulations and Conversion to Multiemployer Plan

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

  23. 415 Limit Annual Benefit Present Value

    By JAY21,
    • 9 replies
    • 2.4k views

  24. RMD Based On Plan Assets

    By Guest merlin,
    • 6 replies
    • 1.5k views
    • Guest
    • Guest

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

    By himt4,
    • 2 replies
    • 1.8k views

  26. new DB plan for one participant

    By Lori H,
    • 8 replies
    • 1.8k views

  27. TRA '86

    By Randy Watson,
    • 3 replies
    • 2k views

  28. Projected Unit Credit Funding With Top Heavy Minimums

    By Guest merlin,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  29. Proposed PPA regulations

    By FAPInJax,
    • 3 replies
    • 1.5k views

  30. 2007 PBGC Notice

    By AndyH,
    • 1 reply
    • 1.2k views

  31. 415 increases in frozen plan?

    By Belgarath,
    • 9 replies
    • 4.5k views

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

    By SRM,
    • 6 replies
    • 1.9k views

  33. Return to Work After Having Taken Lump Sum

    By tuni88,
    • 1 reply
    • 1.4k views

  34. Restricted Distributions under PPA

    By Rob P,
    • 2 replies
    • 1.4k views

  35. MPAA

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

  36. Eliminating Actuarial Increase

    By Guest Nini,
    • 3 replies
    • 2.2k views

  37. Floor offset - minimum participation

    By tymesup,
    • 29 replies
    • 5.9k views

  38. In-Kind Contribution

    By Guest merlin,
    • 11 replies
    • 3.4k views

  39. MVAR

    By JAY21,
    • 30 replies
    • 9.1k views

  40. Schedule B

    By Guest Jaynie,
    • 4 replies
    • 1.7k views

  41. 415 limits

    By FAPInJax,
    • 6 replies
    • 1.9k views

  42. Testing Age For DB/DC Combination

    By Guest merlin,
    • 4 replies
    • 1.9k views

  43. PPA Interest rates

    By FAPInJax,
    • 2 replies
    • 1.7k views

  44. Defined Benefit Distributions

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

  45. S415 Final Regulations

    By flosfur,
    • 10 replies
    • 2.2k views

  46. DB Plan - Reimbursement of Plan Expenses?

    By Guest Gen. Burnside,
    • 8 replies
    • 2.9k views
    • Guest
    • Guest

  47. Funding for Termination liability

    By dmb,
    • 5 replies
    • 2k views

  48. QDRO

    By Guest duped1,
    • 1 reply
    • 1.4k views

  49. Deadline for deductible contribution

    By Gary,
    • 0 replies
    • 1.2k views

  50. IRA Rollover of Payouts to Restricted HCEs

    By zimbo,
    • 8 replies
    • 3.5k views
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