Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. No luck getting Pension Payments from an Estate

   By Guest gerry326, August 2, 2005
   • 6 replies
   • 2.3k views
   • 
   • ljr
   • August 3, 2005

2. No lump-sum cash payment to the beneficiary of a retiree?

   By joel, September 20, 2002
   • 3 replies
   • 1.3k views
   • 
   • Mike Preston
   • September 23, 2002

3. No More Paper Checks

   By spencerhastings, January 31, 2020
   • 6 replies
   • 2.3k views
   • 
   • spencerhastings
   • February 4, 2020

4. No NHCE's

   By ombskid, December 16, 2005
   • 2 replies
   • 1.4k views
   • 
   • Effen
   • December 16, 2005

5. No Schedule C current year

   By thepensionmaven, August 6, 2021
   • 2 replies
   • 560 views
   • 
   • Calavera
   • August 6, 2021

6. No Schedule C or W2

   By thepensionmaven, June 16, 2021
   • 1 reply
   • 519 views
   • 
   • Bill Presson
   • June 16, 2021

7. No shortfall amortization schedule

   By SSRRS, February 4
   • 3 replies
   • 714 views
   • 
   • Lou S.
   • February 6

8. No Suspension of Benefits Notice Provided

   By Gary, June 13, 2000
   • 0 replies
   • 1.3k views
   • 
   • Gary
   • June 13, 2000

9. no trust agreement

   By Guest jigpsu, February 1, 2006
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • February 3, 2006

10. No val, no schedule sb

    By Gary, March 24, 2010
    • 7 replies
    • 1.4k views
    • 
    • ak2ary
    • March 29, 2010

11. NOIT

    By K2, October 17, 2018
    • 2 replies
    • 570 views
    • 
    • K2
    • October 19, 2018

12. non deductible contributions

    By Gary, March 2, 2011
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • March 2, 2011

13. non discrimination

    By Gary, June 13, 2012
    • 4 replies
    • 1.3k views
    • 
    • Gary
    • June 14, 2012

14. Non Discrimination

    By Gary, April 3, 2008
    • 1 reply
    • 947 views
    • 
    • Mike Preston
    • April 3, 2008

15. non discrimination and testing

    By Gary, February 24, 2012
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • February 24, 2012

16. Non discrimination compensation in controlled group

    By Gary, July 18, 2007
    • 1 reply
    • 989 views
    • 
    • Gary
    • July 18, 2007

17. Non Discrimination Compliance

    By Gary, March 15, 2007
    • 4 replies
    • 1.7k views
    • 
    • Don Levit
    • March 29, 2007

18. Non Discrimination testing

    By Gary, February 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 8, 2011

19. Non Discrimination Testing

    By Gary, November 25, 2008
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • December 1, 2008

20. Non Discrimination Testing

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

21. Non discrimination testing

    By Gary, April 7, 2009
    • 0 replies
    • 908 views
    • 
    • Gary
    • April 7, 2009

22. non discrimination testing

    By Gary, June 22, 2011
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 22, 2011

23. Non Discrimination Testing

    By Gary, July 13, 2006
    • 20 replies
    • 5.5k views
    • 
    • Gary
    • August 4, 2006

24. Non Discrimination Testing for Law firm plan

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

25. Non PBGC Termination Assets Less than Accrued Benefits

    By Guest elem, December 17, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • December 17, 2004

26. Non Profits and Db Plans

    By abanky, October 13, 2004
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • October 14, 2004

27. Non Safe Harbor Plan and Gateway

    By emmetttrudy, November 16, 2010
    • 5 replies
    • 1.3k views
    • 
    • AndyH
    • November 19, 2010

28. Non spouse beneficiary

    By Gary, May 20, 2010
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • May 24, 2010

29. Non-bargained staff in a multiemployer plan.

    By mal, December 16, 2004
    • 4 replies
    • 1.8k views
    • 
    • SoCalActuary
    • December 16, 2004

30. non-cash contributions

    By Earl, June 2, 2009
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • June 3, 2009

31. non-cooperative participants in a terminating DB plan with >$5,000

    By Tom, September 16, 2021
    • 3 replies
    • 660 views
    • 
    • TheBoxMan
    • September 20, 2021

32. Non-deductible Contribution

    By ac, August 23, 2003
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • August 24, 2003

33. Non-deductible contributions

    By Guest flogger, November 27, 2006
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 28, 2006

34. Non-discrimination Participation Test

    By Pension RC, December 6, 2013
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 9, 2013

35. Non-discrimination questions

    By FAPInJax, February 16, 2005
    • 12 replies
    • 1.8k views
    • 
    • Guest
    • February 21, 2005

36. Non-Discrimination Test

    By Guest Astro, September 18, 2006
    • 2 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 18, 2006

37. Non-discrimination Testing

    By Guest The Pension Kid, September 27, 2005
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • September 28, 2005

38. non-discrimination testing a partial plan freeze

    By ishi, October 30, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • November 14, 2002

39. Non-discrimination testing for a controlled group where each member sp

    By Guest, August 8, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 8, 2000

40. Non-Discrimination testing of carved-out DB plan.

    By flosfur, June 28, 2005
    • 7 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2005

41. Non-HCE annuity purchase & AFTAP

    By Guest Linda B, March 20, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 20, 2009

42. Non-insured plan failure

    By Guest BruceC, June 23, 2010
    • 8 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 28, 2010

43. non-PBGC interest rate in plan - must give greater of PBGC rate or non

    By EGB, December 28, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • January 11, 2000

44. Non-PBGC Plan Term with Surplus Assets

    By jpm56, August 6, 2018   

    • excess assets
    • surplus assets
    • (and 3 more)

      Tagged with:

      • excess assets
      • surplus assets
      • non-pbgc
      • pbgc
      • plan termination
    • 0 replies
    • 881 views
    • 
    • jpm56
    • August 6, 2018

45. Non-Profit Enties-special opportunities

    By JAY21, November 29, 2005
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • December 1, 2005

46. non-profit entity - "maximum" contribution

    By Effen, October 20, 2003
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • October 21, 2003

47. Non-Profit equals No 404 Limit ?

    By JAY21, September 17, 2007
    • 6 replies
    • 1.9k views
    • 
    • JAY21
    • September 20, 2007

48. Non-Profit Organization with DB & DC Plans

    By JAY21, March 22, 2012
    • 4 replies
    • 929 views
    • 
    • movedon
    • March 22, 2012

49. Non-profit Qualified Plan Contributions Maximum

    By Guest CNB, May 12, 2004
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2004

50. Non-Profits & HCEs

    By JAY21, June 14, 2006
    • 15 replies
    • 4.4k views
    • 
    • SoCalActuary
    • June 25, 2006