Defined Benefit Plans, Including Cash Balance

6,240 topics in this forum

1. DC Contribution made to DB account

   By SSRRS, Thursday at 10:47 PM
   • 4 replies
   • 155 views
   • 
   • SSRRS
   • 1 hour ago

2. Initial year double deduction

   By PowerCPA, Thursday at 03:30 PM
   • 4 replies
   • 118 views
   • 
   • C. B. Zeller
   • Saturday at 01:46 AM

3. NOIT

   By K2, Wednesday at 07:53 PM
   • 2 replies
   • 79 views
   • 
   • K2
   • Friday at 05:11 PM

4. 4980(d) Qualified Replacement Plan

   By JAY21, November 13, 2009
   • 4 replies
   • 1,595 views
   • 
   • DMcGovern
   • Friday at 01:01 PM

5. funding to the 415 limit at plan termination

   By K2, October 10
   • 8 replies
   • 174 views
   • 
   • Mike Preston
   • Wednesday at 10:15 PM

6. QPSA question

   By roy515, Wednesday at 03:34 AM
   • 2 replies
   • 100 views
   • 
   • roy515
   • Wednesday at 09:50 PM

7. Sunrise Sunset

   By tuni88, October 12
   • 4 replies
   • 146 views
   • 
   • tuni88
   • Tuesday at 09:45 PM

8. 401(a)(26) -- meaningful benefits

   By akollman06, October 9   

   • 401(a)(26)
   • 9 replies
   • 309 views
   • 
   • Calavera
   • October 11

9. HATFA §2003(c) Amendment Deadline

   By TheoDawg, October 11
   • 0 replies
   • 78 views
   • 
   • TheoDawg
   • October 11

10. Minimum Funding Deadline - Florence

    By John Feldt ERPA CPC QPA, October 5
    • 2 replies
    • 139 views
    • 
    • MargeM
    • October 10

11. Control Group Spousal Attribution in Community Property State

    By sgoss, September 21   

    • controlled
    • group
    • (and 3 more)

      Tagged with:

      • controlled
      • group
      • spousal attribution
      • community property
      • exception
    • 19 replies
    • 221 views
    • 
    • SoCalActuary
    • October 10

12. C-Corp 10/15 1120 deadline vs 430 9/15 funding deadline

    By shERPA, September 29, 2017
    • 9 replies
    • 547 views
    • 
    • figure 8
    • October 10

13. Missed minimum funding deadline of September 15, but said date falls on a weekend.

    By Phoenixlawyer, September 21
    • 10 replies
    • 399 views
    • 
    • AndyH
    • October 4

14. Is Form 5310-a necessary for DB surplus transfer to QRP?

    By cheersmate, October 1   

    • surplus transfer
    • qualified replacement plan
    • (and 1 more)

      Tagged with:

      • surplus transfer
      • qualified replacement plan
      • 5310-a
    • 4 replies
    • 92 views
    • 
    • cheersmate
    • October 3

15. FAS87 ASC715 discount rates and Moody's Rates

    • 1
    • 2
    • 3
    • 4
    • 8

    By Guest DBtech, January 3, 2005
    • 182 replies
    • 63,872 views
    • 
    • david rigby
    • October 1

16. DB deductions

    By JARichardson, September 28   

    • db
    • deduction
    • (and 1 more)

      Tagged with:

      • db
      • deduction
      • tax year
    • 1 reply
    • 92 views
    • 
    • Calavera
    • October 1

17. Determine Mortality Table Used

    By mctoe, September 2
    • 4 replies
    • 182 views
    • 
    • mctoe
    • September 28

18. Company owner is also union employee

    By digger, September 26
    • 4 replies
    • 148 views
    • 
    • digger
    • September 27

19. Nondiscrimination Testing in an Early Retirement Window

    By ERISA-Bubs, September 25
    • 3 replies
    • 149 views
    • 
    • Cloudy
    • September 26

20. Offset arrangement

    By Carol V. Calhoun, September 24
    • 5 replies
    • 153 views
    • 
    • CuseFan
    • September 25

21. elimination of the 5 year remedial cycle

    By LM, September 18
    • 4 replies
    • 255 views
    • 
    • Ilene Ferenczy
    • September 21

22. Early Retirement Window - Eligibility Limits

    By HCE, September 19
    • 0 replies
    • 58 views
    • 
    • HCE
    • September 19

23. Excess Contributions

    By visionaryinsight, September 18
    • 4 replies
    • 149 views
    • 
    • PensionPro
    • September 18

24. Early Retirement Window Doesn't Benefit Participants Over 65

    By HCE, September 14
    • 5 replies
    • 212 views
    • 
    • david rigby
    • September 18

25. Amend out floor-offset language?

    By Cloudy, September 10
    • 9 replies
    • 215 views
    • 
    • C. B. Zeller
    • September 14