Defined Benefit Plans, Including Cash Balance

6,666 topics in this forum

1. NO AFTAPS done few years

   By SSRRS, Wednesday at 10:22 PM
   • 6 replies
   • 118 views
   • 
   • SSRRS
   • Friday at 04:59 PM

2. Distribution to a Restricted HCE

   By dpav, Thursday at 08:27 PM
   • 0 replies
   • 50 views
   • 
   • dpav
   • Thursday at 08:27 PM

3. New Defined Benefit Plan for 2020

   By jane murray, June 29
   • 12 replies
   • 361 views
   • 
   • C. B. Zeller
   • Thursday at 06:31 PM

4. Integrated Pension Plan and Divorce

   By fmsinc, Monday at 08:36 PM
   • 2 replies
   • 59 views
   • 
   • fmsinc
   • Tuesday at 06:12 PM

5. New CB and 401(k) with short plan year

   By SKC, Tuesday at 01:48 PM
   • 0 replies
   • 47 views
   • 
   • SKC
   • Tuesday at 01:48 PM

6. Deduction of post termination funding

   By Young Curmudgeon, July 22
   • 3 replies
   • 176 views
   • 
   • Young Curmudgeon
   • Monday at 02:27 PM

7. QDRO using % of assets?

   By figure 8, July 19
   • 12 replies
   • 216 views
   • 
   • Effen
   • July 21

8. post-NRA accruals in 401(a)(4) testing

   By Bri, July 15
   • 1 reply
   • 80 views
   • 
   • Calavera
   • July 19

9. excess assets

   By Guy on a Limb, June 29
   • 8 replies
   • 208 views
   • 
   • AndyH
   • July 14

10. Affiliated Service Group Questionnaire

    By AndyH, July 13
    • 9 replies
    • 241 views
    • 
    • AndyH
    • July 14

11. Vesting Due To Company Sale/Forced Terminations

    By Stash026, June 9
    • 12 replies
    • 381 views
    • 
    • Stash026
    • July 13

12. FAS87 ASC715 discount rates and Moody's Rates 1 2 3 4 9

    By Guest DBtech, January 3, 2005
    • 219 replies
    • 74.5k views
    • 
    • Zach
    • July 2

13. How do I coordinate the 415 limitation when computing the lump sum payout for ee in 2 pension plans? total accrued benefits < 415 limits

    By VeryOldMan, June 27
    • 4 replies
    • 125 views
    • 
    • Calavera
    • June 30

14. Allocation of Excess Assets

    By Effen, March 4, 2020
    • 3 replies
    • 453 views
    • 
    • Mike Preston
    • June 29

15. IRS 417(e) Mortality Table 2022

    By John Ingle, June 25
    • 4 replies
    • 201 views
    • 
    • CuseFan
    • June 25

16. ARPA-21 15 year amortization - new plan for 2020

    By Jakyasar, June 13
    • 5 replies
    • 149 views
    • 
    • Jakyasar
    • June 25

17. Suspension of Benefits for Continued Employment Started When?

    By DW, May 24
    • 8 replies
    • 211 views
    • 
    • Effen
    • June 25

18. exclusion language

    By jane murray, June 12
    • 3 replies
    • 146 views
    • 
    • Jakyasar
    • June 25

19. Problems obtaining information from prior actuary

    By Hojo, June 23
    • 7 replies
    • 337 views
    • 
    • CuseFan
    • June 24

20. Frozen DB plan and SPD/SMM requirements

    By alexa, June 20
    • 0 replies
    • 101 views
    • 
    • alexa
    • June 20

21. PBGC premium when one alternate payee is the only head left to count

    By Bri, June 11
    • 2 replies
    • 123 views
    • 
    • AndyH
    • June 17

22. No Schedule C or W2

    By thepensionmaven, June 16
    • 1 reply
    • 122 views
    • 
    • Bill Presson
    • June 16

23. DB Plan Documents for a Municipality

    By Catch22PGM, June 9
    • 3 replies
    • 107 views
    • 
    • Catch22PGM
    • June 12

24. Actuarial increases to unreduced early retirement benefits?

    By Carol V. Calhoun, June 7
    • 5 replies
    • 241 views
    • 
    • Juan Kelly
    • June 9

25. PBGC Mediation Program -- Anybody Have Experience They Could Share?

    By Dave Baker, June 9
    • 0 replies
    • 85 views
    • 
    • Dave Baker
    • June 9