Defined Benefit Plans, Including Cash Balance

6,317 topics in this forum

1. 412(e) conversion

   By draper1, April 12
   • 3 replies
   • 127 views
   • 
   • ErnieG
   • Wednesday at 05:00 PM

2. Changing the annual annuity date for a DB participant taking RMDs

   By David Peckham, Tuesday at 10:05 PM
   • 0 replies
   • 65 views
   • 
   • David Peckham
   • Tuesday at 10:05 PM

3. Required Restatement for Terminated Plan?

   By justanotheradmin, April 12
   • 15 replies
   • 293 views
   • 
   • Lou S.
   • Tuesday at 09:14 PM

4. Changing EIN on Plan

   By Taffy Auditor, April 11
   • 2 replies
   • 100 views
   • 
   • Luke Bailey
   • April 11

5. Continue using original plan for new entity

   By SSRRS, April 11
   • 5 replies
   • 124 views
   • 
   • SSRRS
   • April 11

6. overzealous auditors

   By chuTzPA, April 5
   • 20 replies
   • 388 views
   • 
   • chuTzPA
   • April 10

7. Return of Non Deductible Contribution

   By ConnieStorer, April 8
   • 5 replies
   • 125 views
   • 
   • Mike Preston
   • April 8

8. Refuse RMD - Now What

   By BenefitsRUs21, April 4
   • 12 replies
   • 383 views
   • 
   • Mike Preston
   • April 6

9. LLC partner can DB plan contribution create a loss?

   By ombskid, April 3
   • 2 replies
   • 125 views
   • 
   • ombskid
   • April 5

10. Excess Assets

    By Dougsbpc, April 2
    • 3 replies
    • 182 views
    • 
    • david rigby
    • April 2

11. FAS87 ASC715 discount rates and Moody's Rates

    • 1
    • 2
    • 3
    • 4
    • 8

    By Guest DBtech, January 3, 2005
    • 188 replies
    • 65,471 views
    • 
    • david rigby
    • April 1

12. Frozen Hybrid Plans/Cash Balance Plans; Compliance with Interim Amendments, Particularly Vesting

    By Bumppo23, March 27   

    • defined benefit plan
    • vesting
    • (and 8 more)

      Tagged with:

      • defined benefit plan
      • vesting
      • pension protection act
      • 436
      • interim amendments
      • hybrid
      • cash balance
      • accrued benefit
      • schedule
      • 411(a)(13)
    • 2 replies
    • 150 views
    • 
    • CuseFan
    • March 28

13. Proper EIN Number for Form 5500 for DFE Master Trust

    By PenQ, March 27
    • 0 replies
    • 62 views
    • 
    • PenQ
    • March 27

14. Increase NRA?

    By Dougsbpc, March 25
    • 3 replies
    • 208 views
    • 
    • Effen
    • March 27

15. ASC 715 Report & Cash Balance Plans

    By shERPA, March 19
    • 6 replies
    • 180 views
    • 
    • shERPA
    • March 21

16. Signing PBGC Form 500 filing

    By AdKu, March 19
    • 2 replies
    • 100 views
    • 
    • AdKu
    • March 21

17. "suspension of benefits"

    By Belgarath, March 18
    • 3 replies
    • 153 views
    • 
    • david rigby
    • March 18

18. DB Lump Sums and Restricted Employees

    By CuseFan, March 24, 2017
    • 9 replies
    • 480 views
    • 
    • Lou S.
    • March 12

19. Ton of over funding - Take over plan

    By Earl, March 8
    • 6 replies
    • 228 views
    • 
    • QP_Guy
    • March 12

20. Providing Top Heavy in the Cash Balance Plan

    By MLML, March 8
    • 6 replies
    • 152 views
    • 
    • AndyH
    • March 8

21. Deemed Burn/AFTAP Issue

    By Manatee, March 7   

    • aftap
    • deemed burn
    • 3 replies
    • 123 views
    • 
    • Mike Preston
    • March 8

22. Union and now Non Union

    By SSRRS, March 6
    • 5 replies
    • 300 views
    • 
    • SSRRS
    • March 7

23. Testing of Ineligible Employees

    By ConnieStorer, March 1
    • 2 replies
    • 199 views
    • 
    • ConnieStorer
    • March 4

24. Cash Balance Minimum Participation and ROR ICR Plans

    By CuseFan, February 20
    • 11 replies
    • 250 views
    • 
    • CuseFan
    • February 27

25. Do the Attribution Rules Apply?

    By mming, October 1, 2006
    • 4 replies
    • 1,647 views
    • 
    • Mike Preston
    • February 25