Defined Benefit Plans, Including Cash Balance

6,421 topics in this forum

1. Mortality Assumption for Actuarial Equivalence

   By C. B. Zeller, November 20, 2018
   • 4 replies
   • 305 views
   • 
   • Effen
   • November 24, 2018

2. 401h and overfunded plan

   By K2, November 20, 2018
   • 3 replies
   • 301 views
   • 
   • chc93
   • November 21, 2018

3. DB plan waiting for people to hit NRA

   By Bri, November 19, 2018
   • 3 replies
   • 233 views
   • 
   • Bri
   • November 20, 2018

4. October 417(e) Interest Rates

   By Sellarsian, November 19, 2018
   • 5 replies
   • 510 views
   • 
   • Sellarsian
   • November 20, 2018

5. Premature termination of Defined Benefit Plan

   By ZakOregon, November 13, 2018
   • 8 replies
   • 371 views
   • 
   • imchipbrown
   • November 16, 2018

6. Allocating Contributions

   By SSRRS, November 14, 2018
   • 4 replies
   • 208 views
   • 
   • SSRRS
   • November 16, 2018

7. Uncashed Pension Checks

   By poisnivey, November 14, 2018   

   • pension
   • checks
   • (and 2 more)

     Tagged with:

     • pension
     • checks
     • uncashed
     • non responsive participant
   • 2 replies
   • 292 views
   • 
   • Doc Ument
   • November 14, 2018

8. APR at age 65 if Actuarial Assumption are 1994 GAM without setback, pre/post 7% and 5%

   By AdKu, November 12, 2018
   • 5 replies
   • 243 views
   • 
   • AdKu
   • November 14, 2018

9. Academy Bylaw changes

   By Effen, November 1, 2018
   • 7 replies
   • 353 views
   • 
   • Effen
   • November 13, 2018

10. RMD - Vesting/Start Date Question

    By pensionam, October 29, 2018
    • 10 replies
    • 671 views
    • 
    • EMarie
    • November 8, 2018

11. In-Service Distributions - Related Rollover from a DB Plan

    By Towanda, November 7, 2018
    • 4 replies
    • 267 views
    • 
    • Towanda
    • November 7, 2018

12. back up calculations

    By SSRRS, November 7, 2018
    • 2 replies
    • 210 views
    • 
    • SSRRS
    • November 7, 2018

13. Combined Top Heavy CB/DC - Gateway?

    By Dougsbpc, November 2, 2018
    • 0 replies
    • 277 views
    • 
    • Dougsbpc
    • November 2, 2018

14. Paying lump sums after window expires

    By James, October 27, 2018
    • 4 replies
    • 359 views
    • 
    • Todd Flessner
    • October 30, 2018

15. First RMD before terminating plan

    By SSRRS, October 29, 2018
    • 5 replies
    • 260 views
    • 
    • SSRRS
    • October 30, 2018

16. Minimum Gateway DB/DC combo

    By John Feldt ERPA CPC QPA, October 25, 2018
    • 3 replies
    • 370 views
    • 
    • mming
    • October 27, 2018

17. Insurance in DB/DC combo plan

    By Earl, October 25, 2018
    • 2 replies
    • 236 views
    • 
    • Earl
    • October 25, 2018

18. DC Contribution made to DB account

    By SSRRS, October 18, 2018
    • 4 replies
    • 395 views
    • 
    • SSRRS
    • October 22, 2018

19. Initial year double deduction

    By PowerCPA, October 18, 2018
    • 4 replies
    • 232 views
    • 
    • C. B. Zeller
    • October 20, 2018

20. NOIT

    By K2, October 17, 2018
    • 2 replies
    • 187 views
    • 
    • K2
    • October 19, 2018

21. 4980(d) Qualified Replacement Plan

    By JAY21, November 13, 2009
    • 4 replies
    • 1,787 views
    • 
    • DMcGovern
    • October 19, 2018

22. QPSA question

    By roy515, October 17, 2018
    • 2 replies
    • 513 views
    • 
    • roy515
    • October 17, 2018

23. Sunrise Sunset

    By tuni88, October 12, 2018
    • 4 replies
    • 273 views
    • 
    • tuni88
    • October 16, 2018

24. 401(a)(26) -- meaningful benefits

    By akollman06, October 9, 2018   

    • 401(a)(26)
    • 9 replies
    • 756 views
    • 
    • Calavera
    • October 11, 2018

25. HATFA §2003(c) Amendment Deadline

    By TheoDawg, October 11, 2018
    • 0 replies
    • 243 views
    • 
    • TheoDawg
    • October 11, 2018