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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. New DB Employees

    By Guest tintree173,
    • 4 replies
    • 1.6k views

  2. No NHCE's

    By ombskid,
    • 2 replies
    • 1.5k views

  3. purchasing insurance policy FROM the plan

    By himt4,
    • 7 replies
    • 2k views

  4. Spin-off vesting issue

    By dmb,
    • 7 replies
    • 3.2k views

  5. How are people handling this?

    By Guest tintree73,
    • 4 replies
    • 1.6k views

  6. Expiration of PFEA re 415

    By dmb,
    • 1 reply
    • 1.2k views

  7. Termination of underfunded DB Plan - reduction of benefit

    By Guest jvanheyde,
    • 3 replies
    • 1.8k views

  8. Db Plan - constructive ownership

    By Guest Yelena39,
    • 1 reply
    • 1.3k views

  9. How to determine the 415 limit under a new DB plan when there was a benefit from an old DB plan of the same employer, under old and proposed rules.

    By Guest saeissler,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  10. Beginning of Year Valuation

    By Dougsbpc,
    • 1 reply
    • 1.8k views

  11. accrued to date testing with sep plan

    By Draper55,
    • 3 replies
    • 1.5k views

  12. Terminating DB Plan Missing Participants

    By bvhea,
    • 0 replies
    • 1.2k views

  13. Can terminating plan make special funding contribution?

    By Guest davesbpc,
    • 16 replies
    • 3.1k views

  14. FAS change of measurement date

    By Guest saeissler,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  15. Takeover/change in actuary

    By dmb,
    • 4 replies
    • 1.7k views

  16. Termination of a 412(i) plan

    By Guest Brickbat,
    • 8 replies
    • 4.2k views
    • Guest
    • Guest

  17. Migration question

    By Guest DWoodard,
    • 4 replies
    • 1.4k views

  18. Service exclusion for Vesting

    By flosfur,
    • 1 reply
    • 1.5k views

  19. Non-Profit Enties-special opportunities

    By JAY21,
    • 2 replies
    • 1.5k views

  20. Deduction of contributions after year of termination?

    By Dennis Povloski,
    • 1 reply
    • 1.4k views

  21. Minimum Distributions

    By Guest Gumby,
    • 1 reply
    • 1.3k views

  22. Lump Sums

    By Guest PAUL DUGAN,
    • 7 replies
    • 2.2k views

  23. Asset Valuation Method

    By Guest Texas_Acty,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  24. Asset Valuation Method

    By Guest Texas_Acty,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  25. Anyone had a 412(e) app accepted?

    By Erik Read,
    • 2 replies
    • 1.5k views

  26. 401(a)(9) Amendments

    By Guest qualified plan,
    • 1 reply
    • 1.5k views

  27. Granting Service

    By Guest Grumpy456,
    • 1 reply
    • 1.4k views

  28. Joint and Survivor Annuity

    By Blinky the 3-eyed Fish,
    • 13 replies
    • 2.7k views

  29. MRD for New Plan

    By mwyatt,
    • 1 reply
    • 1.4k views

  30. Excluding "some" union employees

    By Guest penman,
    • 6 replies
    • 2.6k views
    • Guest
    • Guest

  31. New Plan for a dead guy?

    By Dennis Povloski,
    • 7 replies
    • 1.7k views

  32. Post-Retirement Medical Accounts-DB

    By JAY21,
    • 0 replies
    • 1.5k views

  33. Sample Letter to describe defined benefit plans

    By KateSmithPA,
    • 4 replies
    • 2.3k views

  34. Arbitrary Acceleration of Early Retirement Age for Some

    By Guest Grumpy456,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  35. Hurricane Katrina

    By flosfur,
    • 2 replies
    • 1.4k views

  36. Need Help! IRS Audit

    By goldtpa,
    • 9 replies
    • 2.2k views

  37. Wiping out bases due to ERISA FFL

    By dmb,
    • 3 replies
    • 1.4k views

  38. Partnership Plan and Plan Deduction Logistics

    By Gary,
    • 8 replies
    • 9.2k views
    • Guest
    • Guest

  39. Death Benefit under QPSA after plan termination

    By Guest BDZ,
    • 3 replies
    • 2.4k views

  40. Separate Plan for Employees

    By Dougsbpc,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  41. Expense loads in funding

    By FAPInJax,
    • 4 replies
    • 1.9k views

  42. QSLOB late filing

    By Guest waltz52,
    • 10 replies
    • 3.9k views

  43. Age limits on DB plan startups?

    By steve-o,
    • 7 replies
    • 2.2k views

  44. Plan Merger Timeline

    By Guest smstls,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  45. Top Heavy Plans

    By Guest joe22,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  46. Loans from pension plan

    By Gary,
    • 2 replies
    • 1.8k views

  47. Overlap and plan year and fiscal year

    By Guest saeissler,
    • 8 replies
    • 1.7k views

  48. Actuarial Increase After Freeze

    By Guest Don N,
    • 4 replies
    • 2.7k views

  49. Vesting on Plan Termination - revisited

    By flosfur,
    • 5 replies
    • 2.1k views

  50. Mid-Year Merger of DB Plans

    By ac,
    • 3 replies
    • 1.6k views
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