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BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
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  1. Moved to another message board: IRS Notice 2010-83 (-- replies)
  2. What's Appropriate in QDRO (6 replies)
  3. DB MRD start date (2 replies)
  4. full yield curve (5 replies)
  5. last day of plan year valuation date (2 replies)
  6. Combined DB/DC Deductible contribution (2 replies)
  7. use of s corp to solve earned income limitation (0 replies)
  8. One man Plan (4 replies)
  9. 2010 pension funding relief regulations (1 reply)
  10. Underfunded Defined Benefit Plans (5 replies)
  11. Notice 2007-69 NRA Change (3 replies)
  12. IRS attacks 412i plans (2 replies)
  13. Lump sum calculation (2 replies)
  14. Lump sum payment restrictions (2 replies)
  15. Takeover with Insurance (0 replies)
  16. DB and SEP plans (2 replies)
  17. Combined DB/DC, Safe Harbor,and Top Heavy (3 replies)
  18. DB distribution (1 reply)
  19. Plan Amendment and Vesting (1 reply)
  20. FICA taxes on partner contributions to cash balance plan (3 replies)
  21. 401(a)(26) and Meaningful Benefits (1 reply)
  22. Cash-Balance Plan (0 replies)
  23. DB Plan Loan (6 replies)
  24. Medical Leave and Hours of Service (7 replies)
  25. actuarial equivalence (5 replies)
  26. Eligibility - Entry Date (6 replies)
  27. Non Safe Harbor Plan and Gateway (5 replies)
  28. unrounded limits (3 replies)
  29. New Business New Plan (14 replies)
  30. divorce after separation from service (5 replies)
  31. Actuarial Increase after Plan Termination (3 replies)
  32. Funding Target in a Cash Balance Plan (22 replies)
  33. New funding deficiency and excise taxes (1 reply)
  34. New Cash-balance Regs (2 replies)
  35. 415 limits and cash balance plans (3 replies)
  36. Cash Balance and Gateway Test (5 replies)
  37. Form 5500 Intranet Posting (4 replies)
  38. Fully subsidized ER (7 replies)
  39. PBGC Alternative Treatment (owner benefit waiver) w/QDRO (0 replies)
  40. contribution in employer stock (8 replies)
  41. Offering Lump Sums to Participants Already In Pay Status (6 replies)
  42. Accrual classes by name (0 replies)
  43. Real Estate investment (3 replies)
  44. looking for a disability table and a withdrawal table (4 replies)
  45. Takeover Valuation and Timing (4 replies)
  46. Use of Credit Balance to Offset MRC and Quarterlies (3 replies)
  47. 436 Notice - Due date (0 replies)
  48. New Plan After Terminated Plan (5 replies)
  49. Annual Funding Notice - When Due? (13 replies)
  50. Nondiscrimination Testing Floor Offset (0 replies)
  51. cross testing defined benefit plan with ESOP (0 replies)
  52. Cash Balance Offset arrangments (1 reply)
  53. DB plan stmts to participants (5 replies)
  54. Market Rate of Interest - Frozen Plan (1 reply)
  55. Affiliated Service Group Deductions (0 replies)
  56. Section 436 Sample Amendments (3 replies)
  57. Qualified Optional Survivor Annuity (3 replies)
  58. PBGC Reportable Events (0 replies)
  59. Current Timing for DL on Termination (8 replies)
  60. McKay Hochman Document (0 replies)
  61. Error with attachments- Web Client (1 reply)
  62. Benefit Restrictions - WRERA relief (1 reply)
  63. Post-PPA Funding Rules for Money Purchase Plans (1 reply)
  64. eoy val aftap for following year (1 reply)
  65. Mandatory Employee Contributions: Basis Recovery & Nonforfeitability (1 reply)
  66. When are DB plan restatements due for individually designed plans? (0 replies)
  67. Normal Retirement Age under 62 (4 replies)
  68. Schedule SB questions (Part 2) (0 replies)
  69. I am searching for the help of an actuary (15 replies)
  70. Early Retirement Reductions? (6 replies)
  71. Schedule SB questions (6 replies)
  72. Annual Funding Notice for terminated Plan (5 replies)
  73. AFTAP & Deemed Burn Timing (3 replies)
  74. Aggregated DB/DC Combo with Floor Offset (12 replies)
  75. pbgc coverage (3 replies)
  76. Conservative Investment Strategy (5 replies)
  77. "Final" Certified AFTAPS (9 replies)
  78. EFAST - DB Plan 5500 Filing w/o Sch SB (11 replies)
  79. AFTAP For One-Person PLan (8 replies)
  80. Combo Plans Non Discrimination (0 replies)
  81. Reporting to PBGC (2 replies)
  82. Plan Freeze/Termination Lump Sum Question (2 replies)
  83. Early Retirement Window for One Participant (5 replies)
  84. Accrued Benefit Calculation High 5 of last 10 (16 replies)
  85. Charlie Concept (3 replies)
  86. SPD formula descriptions (6 replies)
  87. Elected funding relief (1 reply)
  88. 415b 3-year average comp (3 replies)
  89. DB and 403(b) aggregation for 401(b) testing (7 replies)
  90. Valuation Assets (3 replies)
  91. pLAN LOANS (4 replies)
  92. 415 lump sum (1 reply)
  93. Owner-only DB plan to freeze (3 replies)
  94. Changing annuity starting date (2 replies)
  95. 5500ez (4 replies)
  96. Plan termination IRS dl (5 replies)
  97. Funding Target and Target Normal Cost in Frozen DB Plan (15 replies)
  98. PBGC Premium Funding Target (2 replies)
  99. Professional athlete (2 replies)
  100. Crediting Benefit Service / Vesting Service Earned Prior to Plan Entry (3 replies)
  101. Prefunding Balance elections (0 replies)
  102. Bender Prototype Plan: Early Distribution (1 reply)
  103. Schedule B or SB filing for Eligible Charity Plans (0 replies)
  104. Investment purchase of restaurant (10 replies)
  105. 415 application when lump summing deferred annuity (27 replies)
  106. Frozen DB (5 replies)
  107. New RPA Benefit Restriction Break (0 replies)
  108. Using Prefunding Balance to Reduce MRC (5 replies)
  109. Restricted Distribution under 1.401(a)(4)-5(b) to HCE (15 replies)
  110. Overfunded Frozen DB Plan (2 replies)
  111. PBGC termination - Notice of Plan Benefit (0 replies)
  112. PBGC Premium Refunds (6 replies)
  113. Cash Balance Plan and Cross Tested 401(k) (6 replies)
  114. Amending Vals, 5500, PBGC (3 replies)
  115. Calculation of Lump Sum (3 replies)
  116. AFNs and missed quarterlies (1 reply)
  117. Voluntary Vs Deemed Waiver (1 reply)
  118. 2010 AFTAP from 2009 EOY Val (1 reply)
  119. Use of "safety valve" provision of §1.401(a)(4)-3(C)(3) with respect to the general test for nondiscrimination in amount of benefits (0 replies)
  120. 20% Federal Income Tax Withholding (1 reply)
  121. DB Annual Funding Valuations (1 reply)
  122. Reduction in Accrued Benefit (15 replies)
  123. One-person plan initial plan year (6 replies)
  124. Unfreeze Plan (2 replies)
  125. Frozen DB Plan (over-funded) (5 replies)
  126. earned income and 401(k) deferrals (1 reply)
  127. 5500 SF asset vs Schedule SB asset (1 reply)
  128. When Would You Certify AFTAP? (0 replies)
  129. Moved to another message board: Multiemployer Critical Status Issues (-- replies)
  130. 415 lump sum limit and several plans (2 replies)
  131. Unpaid Minimum Required Contributions (1 reply)
  132. Missing Participants (0 replies)
  133. Airline Plans and PBGC (0 replies)
  134. Cash Balance, EOY Val, MQCs, SB line 19c (9 replies)
  135. Variable Defined Benefit Plan (9 replies)
  136. Cash Balance Plan - Fixed Interest Credit & Meaningful Benefits (11 replies)
  137. Treatment of Life Insurance Premiums Under PPA (3 replies)
  138. Multiple Formulas in DB Plan (2 replies)
  139. Archived DOl Opinion Letters (1 reply)
  140. Change in Valuation Date (1 reply)
  141. summary annual report (2 replies)
  142. Overfunded DB Plan (3 replies)
  143. Line 11a of 5300 (2 replies)
  144. Firm wants $1800 as Plan need to be restated in entireity (2 replies)
  145. 436 restrictions (3 replies)
  146. Excise Tax for 2 years (1 reply)
  147. Model 204(h) Notice? (1 reply)
  148. Cash Balance Plan with young owner (7 replies)
  149. plan termination (1 reply)
  150. Funny Numbers in Annual Funding Notice (8 replies)
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