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Full Version: Defined Benefit Plans, Including Cash Balance
BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
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  1. FTAP computed using vested benefits? (11 replies)
  2. Top Heavy Minimum in Frozen Plan (1 reply)
  3. Lyme disease mortality (11 replies)
  4. "Former HCE" vs "HC Former E" (2 replies)
  5. Schedule SB-Line 14 (FTAP) (6 replies)
  6. Funding for LS (5 replies)
  7. 415 Calculations (6 replies)
  8. Permissive Aggregation (5 replies)
  9. 430 Plan Expense Assumption (2 replies)
  10. Datair DB Valuation Help (2 replies)
  11. Election to Use COB (1 reply)
  12. PBGC premium filing (5 replies)
  13. TNC for frozen plan with life insurance (3 replies)
  14. Schedule SB on Relius (6 replies)
  15. 1/2 Annuity Option and 1/2 Lump Sum (19 replies)
  16. 2009 AFTAPs < 80% (11 replies)
  17. Normal Retirement Age (4 replies)
  18. PFB for EOY val date (4 replies)
  19. Top Heavy Cash Balance Plan (2 replies)
  20. Schedule SB - line 23 (2 replies)
  21. Normal Retirement Age (7 replies)
  22. reduction of benefits (1 reply)
  23. Yield Curve for 2008 valuation (5 replies)
  24. Minimum Distribution Required? (3 replies)
  25. underfunded Plans (4 replies)
  26. Two Normal Retirement Ages for Same Participant? (3 replies)
  27. Credit Balance Elections and Timing (5 replies)
  28. Plan Amendment Logistics (1 reply)
  29. LLC - Partnership and Plan Comp in year of freeze (6 replies)
  30. 3/31/09 Plan Termination (2 replies)
  31. Cash Balance Plan Vesting Schedule (2 replies)
  32. 430 Minimum Contribution w-Prefunded Balance (4 replies)
  33. B Or No B The Final Year? (1 reply)
  34. PBGC issues Quarterly Contribution notice relief (0 replies)
  35. Help on PBGC guarantees (4 replies)
  36. Relius AFN (1 reply)
  37. Locating Lost participants (8 replies)
  38. 404(a)(7) - Q&A 9 - DB/DC Deduction Limits (7 replies)
  39. Leased Employees (2 replies)
  40. Madoff losses on 5500 (0 replies)
  41. 401(h) Account (0 replies)
  42. March 31, 2009 EP News application (0 replies)
  43. 101(f) Annual Funding Notice (6 replies)
  44. ERISA 4010 reporting (3 replies)
  45. Quarterly Contributions/2008 Schedule SB (20 replies)
  46. Deduction Timing (3 replies)
  47. Required Minimum Distributions (3 replies)
  48. incorrect Plan number (3 replies)
  49. 402(f) Notice (0 replies)
  50. DB interest rates changing from Treas rates to Bond rates (4 replies)
  51. Segment Rates for 1/1/2009 small DB valuation (1 reply)
  52. Data for Non Discrimination Testing, Distributions (0 replies)
  53. Election Package Where No Restrictions Apply (4 replies)
  54. Contrib. within Deductible Limits but not deducted (5 replies)
  55. Top-heavy DC/DB where DB is Frozen (2 replies)
  56. Overfunded Union Plan - how to terminat/merge/convert? (10 replies)
  57. So Where's the Protection? (3 replies)
  58. Former HCE (8 replies)
  59. Effective Interest Rates (2 replies)
  60. NRAs under age 62 (2 replies)
  61. underfunded DB and deferred comp plan limits (2 replies)
  62. Annual Funding Notices (4 replies)
  63. Eoy Val and quarterly contributions (4 replies)
  64. PBGC Premiums for 1st year filing (5 replies)
  65. yield curve & election months (5 replies)
  66. Eliminating Lump Sum Option (12 replies)
  67. waiver of accrued benefit (2 replies)
  68. Lump Sum implications of WIDE treasury-to-Corporate spread (4 replies)
  69. SE Tax on Partner's Partnership DB Contributions? (1 reply)
  70. 436 Notice Required? (6 replies)
  71. Selecting Worst Interest Scenario (7 replies)
  72. Amending to remove COLAs (2 replies)
  73. 1st year Cash Balance Plan (15 replies)
  74. Restricted Benefits and Alternate Payees (16 replies)
  75. PBGC Premium Cap (1 reply)
  76. Remove Lump Sum Distributions from DB Plan (4 replies)
  77. Lump Sum restriction for top 25 ? (2 replies)
  78. More Annual Funding Notice (15 replies)
  79. large plan valuations administration (10 replies)
  80. Soc. Sec. Level Income Option (2 replies)
  81. Non discrimination testing (0 replies)
  82. Questions for 2008 Valuation (1 reply)
  83. Purchase of Life Insurance Policy (0 replies)
  84. Plan Loans (2 replies)
  85. Excise Tax Primer (7 replies)
  86. Recapture of AFTAP-restricted lump sum ? (2 replies)
  87. Any EA Conference News? (16 replies)
  88. Lump Sum Under $5,000 (1 reply)
  89. Plan obligations on 2009 Lump Sum Restrictions (3 replies)
  90. So, what is paid? (9 replies)
  91. Mortality Table Election (2 replies)
  92. Trigger for Lump Sum Payout Restriction (2 replies)
  93. SPD Question (5 replies)
  94. Quicky est. of the 2009 AFTAP (3 replies)
  95. DB Investment Policy Statements (3 replies)
  96. Professional Ethics (9 replies)
  97. Online source for 2008 Plan AFTAPs ? (4 replies)
  98. Revised Annual Funding Notice (2 replies)
  99. excise tax due while funding waiver application is pending? (1 reply)
  100. Annual Funding Notice for Terminated Plan (1 reply)
  101. PBGC Annual Funding Notice (0 replies)
  102. Amendment language to freeze (2 replies)
  103. I didn't fund my Keough Money Purchase 2003-2006 (3 replies)
  104. 2009 AFTAP based on 2008 (9 replies)
  105. Annual Funding Notice (0 replies)
  106. Valuation of Alternative Investments (3 replies)
  107. Calculating Restricted Amount (1 reply)
  108. Restriction on lump sums (1 reply)
  109. Waiver of Benefits (13 replies)
  110. Change from BOY val to EOY Val Date (0 replies)
  111. Additional Funding Relief (1 reply)
  112. Elimination of Reporting Waiver for Missed Quarterlies (9 replies)
  113. Freeze Current DB Plan / Start 401k Plan (4 replies)
  114. PBGC Premium Payment Logistics (13 replies)
  115. funding notice/plan terminated (3 replies)
  116. PPA and End of Year Valuations (4 replies)
  117. Rollover of Restricted Payments (2 replies)
  118. Terminating Plan maximum contribution (0 replies)
  119. Annuity Contract (13 replies)
  120. Defined Benefit Plan (4 replies)
  121. Restricted Benefit Payments and QDRO (3 replies)
  122. DB RFP Template Needed (3 replies)
  123. 415 Limitation (3 replies)
  124. FT & AFTAP on Sch SB for EOY valuation (0 replies)
  125. Correction for not timely starting required minimum distributions on an active employee (0 replies)
  126. content needed for a cont. ed. book (0 replies)
  127. DB/DC Combo Sponsored by LLC with Employees Post-PPA (1 reply)
  128. Non-HCE annuity purchase & AFTAP (0 replies)
  129. Coverage for small plan (5 replies)
  130. PBGC (5 replies)
  131. Form 990 - Return for Tax Exempt Organization (0 replies)
  132. 2009 AFTAP and reducing balances to avoid restrictions (12 replies)
  133. Surviving Spouse - QPSA - payout timing (1 reply)
  134. Employee coverage by name (1 reply)
  135. Schedule B filing (7 replies)
  136. Assumed Rate of Return (8 replies)
  137. Plan Assets used to pay self correction expenses (4 replies)
  138. Benefits, rights and features (0 replies)
  139. Code S404(a)(3)(A)(iii) - Certain Retirement Plans? (0 replies)
  140. Annual Funding Notice replaces SAR for Defined Benefit Plans (1 reply)
  141. Is a lump sum an annuity purchase? (3 replies)
  142. Funding Cushion if Plan Amended for HCE accruals (2 replies)
  143. DB/DC Deductible Limit for a one person plan (2 replies)
  144. What is a Shortfall? (16 replies)
  145. Cash Balance - IRC 430(h)(4)(B) leeway (5 replies)
  146. 2008 Schedule SB (4 replies)
  147. Section 430(f)(8) - Adjustment for Investment Experience (7 replies)
  148. Actual Rate of Return to Apply To PFB, FSCOB (4 replies)
  149. Credit Balance Adjusted by Investment Return (1 reply)
  150. Benefit Restrictions/Loan (2 replies)
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