Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. New MDIB rules

   By Guest Barbara Neckrich, August 31, 1998
   • 5 replies
   • 4.3k views
   • 
   • Wessex
   • September 2, 1998

2. new mort table for Current Liab

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

3. New Mortality Table for Current Liability

   By david rigby, November 7, 2006
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • November 10, 2006

4. New mortality tables for 2018 funding and lump sums

   By dmb, September 12, 2017
   • 7 replies
   • 1.4k views
   • 
   • My 2 cents
   • September 15, 2017

5. New PBGC Premium Deadlines for 2008 filings

   By JAY21, August 22, 2008
   • 5 replies
   • 2k views
   • 
   • jkdoll2
   • August 28, 2008

6. New Plan - Different Tax and Plan Years

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

7. New Plan - Existing S-Corp that has "not been used in the past"

   By JBones, August 22, 2011
   • 3 replies
   • 1k views
   • 
   • ScottR
   • August 28, 2011

8. New Plan - First Year Funding Inflexibility

   By carrots, October 30, 2008
   • 2 replies
   • 990 views
   • 
   • david rigby
   • October 30, 2008

9. New Plan - First Year Funding Inflexibility

   By carrots, October 30, 2008
   • 13 replies
   • 2.5k views
   • 
   • tymesup
   • November 5, 2008

10. New plan - too fast

    By Guest ICannotDiscloseMyIdentity, August 2, 2010
    • 2 replies
    • 1.2k views
    • 
    • D Syrett
    • August 5, 2010

11. New Plan 2007 AFTAP

    By Blinky the 3-eyed Fish, February 14, 2008
    • 21 replies
    • 1.8k views
    • 
    • ak2ary
    • February 15, 2008

12. New Plan AFTAP

    By Guest DBAnalyst123, January 20, 2009
    • 6 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • January 21, 2009

13. New Plan After Terminated Plan

    By Dougsbpc, October 20, 2010
    • 5 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • October 27, 2010

14. new plan and 133-1/3 accrual rule

    By jane murray, December 19, 2017
    • 9 replies
    • 3.4k views
    • 
    • Mike Preston
    • December 19, 2017

15. New Plan Document - Benefit Formula

    By JBones, August 22, 2011
    • 6 replies
    • 1.5k views
    • 
    • ScottR
    • August 28, 2011

16. New Plan for 2008 using 12/31/07 to 12/30/08 plan year

    By YankeeFan, November 19, 2008
    • 5 replies
    • 937 views
    • 
    • tymesup
    • November 20, 2008

17. New Plan for a 72 Years old self-employed - Max Contr. & RMD

    By AdKu, October 22, 2015   

    • RMD & New Plan at age 72
    • New Plan at age 72 & Max
    • 8 replies
    • 1.4k views
    • 
    • tymesup
    • October 26, 2015

18. New Plan for a dead guy?

    By Dennis Povloski, November 14, 2005
    • 7 replies
    • 1.7k views
    • 
    • Effen
    • November 14, 2005

19. new plan for old service

    By Effen, December 22, 2010
    • 1 reply
    • 785 views
    • 
    • Andy the Actuary
    • December 22, 2010

20. New plan for older doctor - does this work?

    By Guest, February 23, 2001
    • 9 replies
    • 1.7k views
    • 
    • AndyH
    • February 23, 2001

21. New Plan for S-corp

    By Guest DCquestioner, October 30, 2008
    • 12 replies
    • 2k views
    • 
    • J Simmons
    • November 4, 2008

22. New plan under $250k

    By Pension RC, September 30, 2014
    • 2 replies
    • 1k views
    • 
    • mming
    • October 2, 2014

23. New Plan with initial short year and PPA

    By mwyatt, October 4, 2012
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • October 4, 2012

24. new plan, coverage and non discrimination

    By Gary, February 10, 2012
    • 0 replies
    • 772 views
    • 
    • Gary
    • February 10, 2012

25. New plan, funding and the 415 limit

    By Guest ICannotDiscloseMyIdentity, November 12, 2009
    • 10 replies
    • 1.5k views
    • 
    • Guest
    • November 16, 2009

26. New plans after year end, sure, but...

    By Bri, April 14, 2020
    • 1 reply
    • 412 views
    • 
    • AndyH
    • April 15, 2020

27. New PPA interest rates - ETA?

    By AndyH, March 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • FAPInJax
    • March 30, 2007

28. New PPA mortality tables

    By FAPInJax, July 19, 2007
    • 0 replies
    • 1.1k views
    • 
    • FAPInJax
    • July 19, 2007

29. New PPA regs?

    By carrots, July 14, 2009
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • July 14, 2009

30. New prefix for EA #

    By mwyatt, February 7, 2002
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • February 7, 2002

31. New Proposed 415 Regulations

    By SoCalActuary, May 26, 2005
    • 18 replies
    • 2.8k views
    • 
    • mbozek
    • May 27, 2005

32. New QJSA/QPSA Notice Requirements - Corbel

    By Guest MikeD, June 21, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 21, 2004

33. New RPA Benefit Restriction Break

    By Dougsbpc, September 5, 2010
    • 0 replies
    • 867 views
    • 
    • Dougsbpc
    • September 5, 2010

34. New RPA range

    By Guest Chamelnix, March 28, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 28, 2002

35. New rules for late quarterly interest charges

    By Blinky the 3-eyed Fish, February 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 5, 2003

36. New Segment Rates under MAP 21

    By ac, July 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • July 16, 2012

37. New SFAS 132 Available

    By MGB, December 23, 2003
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • February 5, 2004

38. New Shortfall Amortization Base?

    By My 2 cents, June 17, 2010
    • 3 replies
    • 3.4k views
    • 
    • My 2 cents
    • June 17, 2010

39. New Small Plan and Non Discrimination

    By Gary, December 14, 2006
    • 4 replies
    • 1.2k views
    • 
    • ak2ary
    • December 15, 2006

40. New Supreme Ct Cash Balance and SPD opinion - Cigna v Amara

    By Guest SuzanneW, May 16, 2011
    • 0 replies
    • 993 views
    • 
    • Guest
    • May 16, 2011

41. Newbie Question

    By Leopurrd, July 29, 2005
    • 3 replies
    • 1.2k views
    • 
    • Leopurrd
    • August 1, 2005

42. newly covered employees and prior benefit stucture

    By Draper55, March 24, 2023
    • 0 replies
    • 374 views
    • 
    • Draper55
    • March 24, 2023

43. Ninety-five percent of zero?

    By Bri, April 14, 2023
    • 13 replies
    • 1k views
    • 
    • Nate S
    • April 21, 2023

44. No 1 year lookback period under 1.417(e) for determining GATT Interest

    By Guest nickf, April 17, 2000
    • 1 reply
    • 2k views
    • 
    • david rigby
    • April 18, 2000

45. No 2016 Covered Compensation Tables?

    By Übernerd, January 27, 2016
    • 15 replies
    • 3.7k views
    • 
    • Tom Poje
    • January 29, 2016

46. No 4/1/08 AFTAP Done?

    By Guest Sus95, June 25, 2008
    • 7 replies
    • 1.3k views
    • 
    • zimbo
    • June 25, 2008

47. NO 412(d)(2) elections for amends after PYE

    By Effen, February 14, 2011
    • 16 replies
    • 6.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 15, 2017

48. No AFTAP Certification

    By Andy the Actuary, August 21, 2012
    • 2 replies
    • 2.3k views
    • 
    • Mike Preston
    • September 4, 2012

49. NO AFTAPS done few years

    By SSRRS, July 28, 2021
    • 6 replies
    • 716 views
    • 
    • SSRRS
    • July 30, 2021

50. No compensation for current year

    By SSRRS, March 3, 2020
    • 3 replies
    • 465 views
    • 
    • Mike Preston
    • March 4, 2020