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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

  1. dist at 415 limit - today, Jan 4th

    By Effen,
    • 5 replies
    • 1.5k views

  2. COPA - Who/why are they?

    By Effen,
    • 10 replies
    • 2.7k views

  3. IBM freezes DB accruals

    By Guest mjb,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  4. Missed MRC

    By Penman2006,
    • 3 replies
    • 1.6k views

  5. Dif NRA, BRF?

    By Guest Partly Cloudy,
    • 6 replies
    • 1.8k views

  6. Nov 30-Year Treasury Rate

    By mwyatt,
    • 6 replies
    • 2k views

  7. Combined Plans using PEO 401(k)

    By Guest pm01,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  8. Real Estate investment

    By flosfur,
    • 8 replies
    • 3k views

  9. spouse notice of retroactive annuity starting date

    By LIBERTYKID,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  10. New DB Employees

    By Guest tintree173,
    • 4 replies
    • 1.6k views

  11. No NHCE's

    By ombskid,
    • 2 replies
    • 1.5k views

  12. purchasing insurance policy FROM the plan

    By himt4,
    • 7 replies
    • 2k views

  13. Spin-off vesting issue

    By dmb,
    • 7 replies
    • 3.3k views

  14. How are people handling this?

    By Guest tintree73,
    • 4 replies
    • 1.6k views

  15. Expiration of PFEA re 415

    By dmb,
    • 1 reply
    • 1.2k views

  16. Termination of underfunded DB Plan - reduction of benefit

    By Guest jvanheyde,
    • 3 replies
    • 1.8k views

  17. Db Plan - constructive ownership

    By Guest Yelena39,
    • 1 reply
    • 1.3k views

  18. 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

  19. Beginning of Year Valuation

    By Dougsbpc,
    • 1 reply
    • 1.8k views

  20. accrued to date testing with sep plan

    By Draper55,
    • 3 replies
    • 1.5k views

  21. Terminating DB Plan Missing Participants

    By bvhea,
    • 0 replies
    • 1.2k views

  22. Can terminating plan make special funding contribution?

    By Guest davesbpc,
    • 16 replies
    • 3.1k views

  23. FAS change of measurement date

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

  24. Takeover/change in actuary

    By dmb,
    • 4 replies
    • 1.7k views

  25. Termination of a 412(i) plan

    By Guest Brickbat,
    • 8 replies
    • 4.3k views
    • Guest
    • Guest

  26. Migration question

    By Guest DWoodard,
    • 4 replies
    • 1.4k views

  27. Service exclusion for Vesting

    By flosfur,
    • 1 reply
    • 1.6k views

  28. Non-Profit Enties-special opportunities

    By JAY21,
    • 2 replies
    • 1.5k views

  29. Deduction of contributions after year of termination?

    By Dennis Povloski,
    • 1 reply
    • 1.4k views

  30. Minimum Distributions

    By Guest Gumby,
    • 1 reply
    • 1.3k views

  31. Lump Sums

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

  32. Asset Valuation Method

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

  33. Asset Valuation Method

    By Guest Texas_Acty,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

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

    By Erik Read,
    • 2 replies
    • 1.5k views

  35. 401(a)(9) Amendments

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

  36. Granting Service

    By Guest Grumpy456,
    • 1 reply
    • 1.4k views

  37. Joint and Survivor Annuity

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

  38. MRD for New Plan

    By mwyatt,
    • 1 reply
    • 1.4k views

  39. Excluding "some" union employees

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

  40. New Plan for a dead guy?

    By Dennis Povloski,
    • 7 replies
    • 1.8k views

  41. Post-Retirement Medical Accounts-DB

    By JAY21,
    • 0 replies
    • 1.5k views

  42. Sample Letter to describe defined benefit plans

    By KateSmithPA,
    • 4 replies
    • 2.4k views

  43. Arbitrary Acceleration of Early Retirement Age for Some

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

  44. Hurricane Katrina

    By flosfur,
    • 2 replies
    • 1.4k views

  45. Need Help! IRS Audit

    By goldtpa,
    • 9 replies
    • 2.2k views

  46. Wiping out bases due to ERISA FFL

    By dmb,
    • 3 replies
    • 1.4k views

  47. Partnership Plan and Plan Deduction Logistics

    By Gary,
    • 8 replies
    • 9.3k views
    • Guest
    • Guest

  48. Death Benefit under QPSA after plan termination

    By Guest BDZ,
    • 3 replies
    • 2.4k views

  49. Separate Plan for Employees

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

  50. Expense loads in funding

    By FAPInJax,
    • 4 replies
    • 1.9k views
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