Defined Benefit Plans, Including Cash Balance

6,296 topics in this forum

1. Cross-testing with a 401(k)

   By justanotheradmin, Thursday at 09:26 PM
   • 3 replies
   • 77 views
   • 
   • justanotheradmin
   • 15 hours ago

2. Cash Balance Minimum Participation and ROR ICR Plans

   By CuseFan, Wednesday at 10:03 PM
   • 7 replies
   • 100 views
   • 
   • Mike Preston
   • 16 hours ago

3. Subsidized Early Retirement

   By jane murray, Thursday at 11:13 AM
   • 2 replies
   • 94 views
   • 
   • jane murray
   • Thursday at 09:33 PM

4. Spin-off/New Plan for FDL purposes

   By pcbenefits007, Wednesday at 09:13 PM
   • 0 replies
   • 38 views
   • 
   • pcbenefits007
   • Wednesday at 09:13 PM

5. QJSA - Disability Auxiliary Benefit

   By RTK, October 6, 2004
   • 1 reply
   • 2,246 views
   • 
   • JPE
   • Tuesday at 11:10 PM

6. Deduct 2 years' contributions in 1 tax year?

   By Flyboyjohn, February 16
   • 3 replies
   • 169 views
   • 
   • Mike Preston
   • Monday at 04:52 PM

7. Hoping this makes sense....Change eligibility?

   By Bri, February 15
   • 2 replies
   • 88 views
   • 
   • Bri
   • February 16

8. Initial short plan year prorate deduction?

   By pensionam, February 15
   • 4 replies
   • 141 views
   • 
   • pensionam
   • February 15

9. 415 Dollar Limit - Late - Proration for Partial Years(/ages)?

   By DW, February 14   

   • defined benefit plan
   • 415(b)
   • 5 replies
   • 108 views
   • 
   • Calavera
   • February 15

10. QSLOB

    By Walter, January 21
    • 13 replies
    • 303 views
    • 
    • Walter
    • February 6

11. Surviving Spouse?

    • 1
    • 2

    By Newbie, August 6, 2018
    • 34 replies
    • 1,096 views
    • 
    • card
    • February 6

12. Lump Sum and/or Early Retirement Window - Actuarial Equivalence

    By CuseFan, February 5
    • 2 replies
    • 146 views
    • 
    • david rigby
    • February 5

13. assumptions for beginning of year valuations

    By Ted Munice, January 24   

    • defined benefit plans
    • assumptions
    • (and 1 more)

      Tagged with:

      • defined benefit plans
      • assumptions
      • beginning of year valuations
    • 8 replies
    • 221 views
    • 
    • C. B. Zeller
    • February 5

14. S-5 Table form the Actuary's Pension Handbook

    By TJM, January 29
    • 2 replies
    • 95 views
    • 
    • AndyH
    • February 1

15. Plan amendment and 133% accrual rule

    By AndyH, January 30
    • 6 replies
    • 118 views
    • 
    • AndyH
    • February 1

16. Not PBGC Covered? Substantial Owner Plan?

    By justanotheradmin, January 31
    • 1 reply
    • 91 views
    • 
    • Calavera
    • February 1

17. FAS87 ASC715 discount rates and Moody's Rates

    • 1
    • 2
    • 3
    • 4
    • 8

    By Guest DBtech, January 3, 2005
    • 186 replies
    • 64,960 views
    • 
    • david rigby
    • February 1

18. DB Plan without Trustees?

    By ERISAgeek111, January 29
    • 7 replies
    • 190 views
    • 
    • Larry Starr
    • January 31

19. 415 Limits--Distributions While Still Employed?

    By EPCRSGuru, January 28
    • 5 replies
    • 228 views
    • 
    • Calavera
    • January 30

20. DB RMDs and Vesting

    By figure 8, January 22
    • 9 replies
    • 221 views
    • 
    • figure 8
    • January 24

21. Top-Heavy exemption

    By JustnERPA, January 23
    • 0 replies
    • 68 views
    • 
    • JustnERPA
    • January 23

22. DB Funding Waiver User Fees

    By CuseFan, January 22
    • 2 replies
    • 104 views
    • 
    • CuseFan
    • January 23

23. 31% DB/DC limit when MRC exceeds 25%

    By MLML, January 19   

    • dc contribution exceeds 6%.. db mrc exceeds 25%.. what is deduction limit?
    • 6 replies
    • 148 views
    • 
    • MLML
    • January 23

24. Lump sum instead of monthly annuity

    By SSRRS, January 22
    • 2 replies
    • 134 views
    • 
    • SSRRS
    • January 22

25. Duplicate 1099-R

    By BH1528, January 16
    • 2 replies
    • 157 views
    • 
    • Kristina
    • January 17