Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Ninety-five percent of zero?

   By Bri, April 14, 2023
   • 13 replies
   • 1.1k views
   • 
   • Nate S
   • April 21, 2023

2. 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

3. No 2016 Covered Compensation Tables?

   By Übernerd, January 27, 2016
   • 15 replies
   • 3.8k views
   • 
   • Tom Poje
   • January 29, 2016

4. No 4/1/08 AFTAP Done?

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

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

   By Effen, February 14, 2011
   • 16 replies
   • 6.8k views
   • 
   • John Feldt ERPA CPC QPA
   • February 15, 2017

6. No AFTAP Certification

   By Andy the Actuary, August 21, 2012
   • 2 replies
   • 2.4k views
   • 
   • Mike Preston
   • September 4, 2012

7. NO AFTAPS done few years

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

8. No compensation for current year

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

9. No luck getting Pension Payments from an Estate

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

10. 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

11. No More Paper Checks

    By spencerhastings, January 31, 2020
    • 6 replies
    • 2.4k views
    • 
    • spencerhastings
    • February 4, 2020

12. No NHCE's

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

13. No Schedule C current year

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

14. No Schedule C or W2

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

15. No shortfall amortization schedule

    By SSRRS, February 4, 2025
    • 3 replies
    • 757 views
    • 
    • Lou S.
    • February 6, 2025

16. No Suspension of Benefits Notice Provided

    By Gary, June 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • June 13, 2000

17. no trust agreement

    By Guest jigpsu, February 1, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • February 3, 2006

18. No val, no schedule sb

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

19. NOIT

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

20. non deductible contributions

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

21. non discrimination

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

22. Non Discrimination

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

23. non discrimination and testing

    By Gary, February 24, 2012
    • 2 replies
    • 1.9k views
    • 
    • AndyH
    • February 24, 2012

24. Non discrimination compensation in controlled group

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

25. Non Discrimination Compliance

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

26. Non Discrimination testing

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

27. Non Discrimination Testing

    By Gary, November 25, 2008
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • December 1, 2008

28. Non Discrimination Testing

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

29. Non discrimination testing

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

30. non discrimination testing

    By Gary, June 22, 2011
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • June 22, 2011

31. Non Discrimination Testing

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

32. Non Discrimination Testing for Law firm plan

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

33. Non PBGC Termination Assets Less than Accrued Benefits

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

34. Non Profits and Db Plans

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

35. Non Safe Harbor Plan and Gateway

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

36. Non spouse beneficiary

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

37. Non-bargained staff in a multiemployer plan.

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

38. non-cash contributions

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

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

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

40. Non-deductible Contribution

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

41. Non-deductible contributions

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

42. Non-discrimination Participation Test

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

43. Non-discrimination questions

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

44. Non-Discrimination Test

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

45. Non-discrimination Testing

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

46. non-discrimination testing a partial plan freeze

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

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

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

48. 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

49. Non-HCE annuity purchase & AFTAP

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

50. Non-insured plan failure

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