Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. New FASB calculations

   By FAPInJax, June 7, 2004
   • 11 replies
   • 2.5k views
   • 
   • david rigby
   • June 25, 2004

2. New Floor/offset under PPA

   By rcline46, September 10, 2008
   • 9 replies
   • 2.5k views
   • 
   • Dougsbpc
   • March 21, 2014

3. New funding deficiency and excise taxes

   By rcline46, November 10, 2010
   • 1 reply
   • 998 views
   • 
   • david rigby
   • November 10, 2010

4. New IRS Position on Post-NRA Accruals? (2009 Gray Book, Q&A 39)

   By Übernerd, December 17, 2009
   • 3 replies
   • 5.2k views
   • 
   • Hilton
   • March 3, 2016

5. New law interest rates

   By FAPInJax, March 19, 2002
   • 7 replies
   • 1.9k views
   • 
   • Mike Preston
   • March 29, 2002

6. New law limitations applied to FYE 6/30/01

   By Guest sam w, June 22, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • June 22, 2001

7. New lump sum and cash balance rules

   By FAPInJax, March 2, 2004
   • 0 replies
   • 909 views
   • 
   • FAPInJax
   • March 2, 2004

8. New maximum deduction

   By FAPInJax, July 18, 2003
   • 9 replies
   • 2.2k views
   • 
   • MGB
   • November 14, 2003

9. New MDIB rules

   By Guest Barbara Neckrich, August 31, 1998
   • 5 replies
   • 4.4k views
   • 
   • Wessex
   • September 2, 1998

10. new mort table for Current Liab

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

11. New Mortality Table for Current Liability

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

12. 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

13. New PBGC Premium Deadlines for 2008 filings

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

14. New Plan - Different Tax and Plan Years

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

15. 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

16. New Plan - First Year Funding Inflexibility

    By carrots, October 30, 2008
    • 2 replies
    • 1k views
    • 
    • david rigby
    • October 30, 2008

17. New Plan - First Year Funding Inflexibility

    By carrots, October 30, 2008
    • 13 replies
    • 2.6k views
    • 
    • tymesup
    • November 5, 2008

18. New plan - too fast

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

19. New Plan 2007 AFTAP

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

20. New Plan AFTAP

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

21. New Plan After Terminated Plan

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

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

    By jane murray, December 19, 2017
    • 9 replies
    • 3.5k views
    • 
    • Mike Preston
    • December 19, 2017

23. New Plan Document - Benefit Formula

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

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

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

25. 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

26. New Plan for a dead guy?

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

27. new plan for old service

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

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

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

29. New Plan for S-corp

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

30. New plan under $250k

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

31. New Plan with initial short year and PPA

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

32. new plan, coverage and non discrimination

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

33. New plan, funding and the 415 limit

    By Guest ICannotDiscloseMyIdentity, November 12, 2009
    • 10 replies
    • 1.6k views
    • 
    • Guest
    • November 16, 2009

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

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

35. New PPA interest rates - ETA?

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

36. New PPA mortality tables

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

37. New PPA regs?

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

38. New prefix for EA #

    By mwyatt, February 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • mwyatt
    • February 7, 2002

39. New Proposed 415 Regulations

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

40. New QJSA/QPSA Notice Requirements - Corbel

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

41. New RPA Benefit Restriction Break

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

42. New RPA range

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

43. 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

44. New Segment Rates under MAP 21

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

45. New SFAS 132 Available

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

46. New Shortfall Amortization Base?

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

47. New Small Plan and Non Discrimination

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

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

    By Guest SuzanneW, May 16, 2011
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 16, 2011

49. Newbie Question

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

50. newly covered employees and prior benefit stucture

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