Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. A US DB plan holds Canadian real estate

   By katieinny, June 27, 2007
   • 18 replies
   • 3k views
   • 
   • John Feldt ERPA CPC QPA
   • June 28, 2007

2. 401k elective deferrals

   By Gary, June 26, 2007
   • 3 replies
   • 1.9k views
   • 
   • Mike Preston
   • June 27, 2007

3. Compensation Limit

   By ac, June 24, 2007
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • June 24, 2007

4. Non Discrimination Testing for Law firm plan

   By Gary, June 22, 2007
   • 25 replies
   • 4.6k views
   • 
   • Mike Preston
   • July 5, 2007

5. Cash Balance software recommendations

   By AndyH, June 22, 2007
   • 8 replies
   • 1.7k views
   • 
   • AndyH
   • July 2, 2007

6. DB Contribution Exceeds Schedule C

   By Andy the Actuary, June 19, 2007
   • 20 replies
   • 5.9k views
   • 
   • masteff
   • June 27, 2007

7. IRS Rev. Proc. 2000-40

   By Andy the Actuary, June 18, 2007
   • 0 replies
   • 1.5k views
   • 
   • Andy the Actuary
   • June 18, 2007

8. Conditioning Optional Forms Pension Benefits on Good Health

   By Guest jmc51, June 18, 2007
   • 6 replies
   • 1.9k views
   • 
   • Guest
   • June 18, 2007

9. Phased Retirement Final Regs

   By JAY21, June 15, 2007
   • 16 replies
   • 2.4k views
   • 
   • ak2ary
   • October 4, 2007

10. ESTIMATING 2008 DISTRIBUTION VALUES

    By Guest geschaft, June 15, 2007
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • June 29, 2007

11. PPA April Fools Day

    By AndyH, June 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • mwyatt
    • June 15, 2007

12. Post-NRD accruals

    By Guest lerieleech, June 12, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 12, 2007

13. Who Are They Kidding?

    By Andy the Actuary, June 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • June 12, 2007

14. Cash Balance plan and SEP/solo401k

    By Guest rmse46, June 6, 2007
    • 12 replies
    • 3.6k views
    • 
    • Guest
    • October 30, 2007

15. "Soft freeze" and 410(b)

    By AndyH, May 30, 2007
    • 7 replies
    • 2.7k views
    • 
    • AndyH
    • October 4, 2016

16. ERISA FFL with term cost

    By Guest GMP, May 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 31, 2007

17. Spousal Consent for Early Retirement Window Benefits

    By Guest BRich, May 29, 2007
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • May 30, 2007

18. Vesting on new DB Plan

    By Craig Garner, May 25, 2007
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 25, 2007

19. FAS 158 - Assets exceeding PBO

    By AndyH, May 24, 2007
    • 4 replies
    • 2k views
    • 
    • AndyH
    • June 8, 2007

20. GATT Limits

    By Guest LOST ON THE LEFT COAST, May 24, 2007
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • May 25, 2007

21. mandatory contributions for some employees

    By Guest ecleverdon, May 24, 2007
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • May 25, 2007

22. Segment Rate Estimate

    By Effen, May 24, 2007
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • May 26, 2007

23. PBGC Premium paid by corp

    By Guest The Pension Kid, May 24, 2007
    • 11 replies
    • 3.7k views
    • 
    • mwyatt
    • June 5, 2007

24. A Twist on the DB/DC Combined Limit

    By Guest erisafried, May 23, 2007
    • 14 replies
    • 2.3k views
    • 
    • AndyH
    • July 11, 2007

25. 3 Plan arrangement and top heavy

    By Guest CadH, May 22, 2007
    • 1 reply
    • 972 views
    • 
    • Gary
    • May 22, 2007

26. Adding retirees to an existing plan

    By Guest Grant, May 21, 2007
    • 3 replies
    • 1k views
    • 
    • Guest
    • May 24, 2007

27. 401k/profit sharing plan record keeping

    By Gary, May 18, 2007
    • 8 replies
    • 2.9k views
    • 
    • Gary
    • May 21, 2007

28. new mort table for Current Liab

    By Guest VTran, May 18, 2007
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • May 19, 2007

29. DB/DC deduction limit after PPA 2006

    By YankeeFan, May 18, 2007
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 18, 2007

30. Non Discrimination Testing

    By Gary, May 17, 2007
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 18, 2007

31. 412e3 (formerly 412i) Plans

    By Gary, May 17, 2007
    • 0 replies
    • 1.9k views
    • 
    • Gary
    • May 17, 2007

32. GICs

    By Guest lerieleech, May 16, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 17, 2007

33. Bond For a Restricted Employee

    By Guest merlin, May 16, 2007
    • 9 replies
    • 2.7k views
    • 
    • AndyH
    • May 17, 2007

34. Excess Earnings in DB

    By Guest MMorgan, May 15, 2007
    • 9 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • May 17, 2007

35. Combined Plan Deduction Limits

    By Gary, May 14, 2007
    • 6 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • May 15, 2007

36. Distribution at the 415 limit

    By Dennis Povloski, May 14, 2007
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • May 14, 2007

37. Quarterly Contributions in 2008

    By Guest Teddie, May 11, 2007
    • 0 replies
    • 938 views
    • 
    • Guest
    • May 11, 2007

38. Floor offset plans

    By FAPInJax, May 10, 2007
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • February 26, 2009

39. Aggregation Required?

    By Dougsbpc, May 10, 2007
    • 7 replies
    • 1.8k views
    • 
    • Dougsbpc
    • May 11, 2007

40. Prepaid Contributions

    By Guest The Pension Kid, May 9, 2007
    • 2 replies
    • 1.6k views
    • 
    • mwyatt
    • May 10, 2007

41. 412i plans - Overfunding

    By Gary, May 9, 2007
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • May 9, 2007

42. Dose ERISA cover this?

    By Guest Francis4, May 4, 2007
    • 12 replies
    • 2.7k views
    • 
    • Guest
    • May 13, 2007

43. Credited Service

    By Gary, May 3, 2007
    • 4 replies
    • 1.6k views
    • 
    • Gary
    • May 4, 2007

44. Benefit Election

    By §#$%!, May 3, 2007
    • 9 replies
    • 2.1k views
    • 
    • masteff
    • May 7, 2007

45. New Plan - Different Tax and Plan Years

    By SRM, May 2, 2007
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • May 3, 2007

46. Terminated DBP distributes prior to end of PBGC 60-day review period

    By Trekker, May 1, 2007
    • 7 replies
    • 2.9k views
    • 
    • AndyH
    • May 2, 2007

47. Changes to pension auditing standards?

    By AndyH, May 1, 2007
    • 7 replies
    • 1.9k views
    • 
    • JanetM
    • June 7, 2007

48. 415 limits and years of participation

    By zimbo, May 1, 2007
    • 11 replies
    • 3.5k views
    • 
    • Andy the Actuary
    • May 7, 2007

49. Combo DB/DC Plan

    By nancy, April 30, 2007
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2007

50. New DB Plan; Old 5500 Problems

    By JAY21, April 27, 2007
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • April 30, 2007