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Defined Benefit Plans, Including Cash Balance
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Retirement Plans
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Defined Benefit Plans, Including Cash Balance
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Restricted Payments for Top 25 HCE
(4 replies)
New plan - too fast
(2 replies)
Eligible Charity Plans
(1 reply)
2009 Schedule SB
(7 replies)
Terminating Underfunded DB Plan
(7 replies)
exotic cb formula
(3 replies)
Elimination of payment options
(1 reply)
Schedule SB - line 15
(1 reply)
pension actuarial calculation
(6 replies)
How to calculate Required Minimum Distribution
(6 replies)
Line 38 of Schedule SB
(3 replies)
Can a DB plan sell employer securities to the employer?
(0 replies)
Where to FedEx Form 5558?
(9 replies)
Retiree notices for sponsor changing banks
(6 replies)
Late pension contribution consequences
(2 replies)
Terminating 412i plan - question
(25 replies)
Material change in AFTAP?
(8 replies)
Form 5330 - Excess Contributions
(4 replies)
Compensation, Severance, and Unused Vacation Pay
(7 replies)
More Relius/EFAST Validation Error Message Issues
(5 replies)
Has anyone heard of Genesys?
(0 replies)
Actuarial Certification
(0 replies)
QPSA- Form other than 50%
(9 replies)
2009 SB Filing problem - Relius
(8 replies)
Multiple Employer plans
(3 replies)
FASB discount rate
(3 replies)
Post NRA Accruals
(3 replies)
AFTAP -- Frequently A Total Waste of Time
(10 replies)
404 and plan amendment affecting HCEs
(6 replies)
Can a pension plan’s funding be expressed as a percentage of the one participant’s salary?
(4 replies)
Incidental Death Benefit
(16 replies)
Pension Funding
(2 replies)
Cash Balance Min and Max?
(3 replies)
Pension plan investments
(0 replies)
Form 6088 - Plan Termination
(6 replies)
When does benefit accrue under elapsed time?
(4 replies)
Disregarding Prior Service for Rehired Employee
(5 replies)
Method Change + Auto Approval
(3 replies)
Covered Employee
(5 replies)
CASH BALANCE INTEREST CREDITS - CORBEL DOC
(11 replies)
Using Relius Web client and signing as service provider
(2 replies)
Multiple DB plans
(4 replies)
Pension specific withholding taxes?
(1 reply)
417(e) lookback
(5 replies)
error submitting a plan in Relius Web Client
(3 replies)
Deductibility of Contributions
(3 replies)
Overfunded DB Plan
(8 replies)
Late Election to use COB / PFB to cover quarterlies
(2 replies)
Valuation and Compensation
(2 replies)
Non-insured plan failure
(8 replies)
What to Pay?
(6 replies)
What Is the Accrued Benefit
(2 replies)
Defaulted plan loan
(0 replies)
What Is A Plan Termination
(2 replies)
Presumed AFTAP<60%
(4 replies)
Required Aggregation Group
(1 reply)
Top Heavy COmbined Test DB/DC
(6 replies)
Annual PBGC filing
(8 replies)
New Shortfall Amortization Base?
(3 replies)
PBGC Plan Termination Filing - Early Benefit Distributions
(1 reply)
Method or Assumption
(4 replies)
Listing of Required Modifications
(0 replies)
excess contribution - Schedule SB
(2 replies)
Schedule SB
(1 reply)
412i plan
(20 replies)
AFTAP post plan term date
(6 replies)
Is an offset plan the best here?
(3 replies)
Broker Idea
(12 replies)
Distributions of Rollover portion of benefit
(1 reply)
Insurance From DB Plans
(7 replies)
PBGC termination
(2 replies)
6707A Moratorium
(1 reply)
Advocate for participants in 412i plan - please help
(2 replies)
How to handle RMD for FT
(1 reply)
EFAST2 submission
(8 replies)
Employee exclusions from DB Plans?
(2 replies)
Simple General Testing Question
(8 replies)
pro-rate shortfall amortization installment
(0 replies)
401(l) Offset
(0 replies)
Determining Lump Sum Distribution
(8 replies)
DB plan admin
(1 reply)
er struggling to fund 2008 plan
(5 replies)
Schedule SB Average Retirement Age
(2 replies)
MYPPA 5-27-2010
(1 reply)
forego receipt of benefits and affect on Schedule SB
(8 replies)
OK To Terminate with GUST Document?
(9 replies)
MORTALITY TABLE?
(7 replies)
Pre-Plan Year Credit Balance Election
(1 reply)
Excess Credit Balance Election
(1 reply)
New Benefit Form after Participant Terminated
(5 replies)
Plan Termination Calculation
(2 replies)
Non spouse beneficiary
(7 replies)
E-FAST 5500
(0 replies)
Total Quarterlies are over Maximum
(7 replies)
Deemed Burn of Carryover Balance
(3 replies)
IFILE with EFAST2
(1 reply)
Restrictions and Annuity Start Date
(2 replies)
Defined Benefit Plan: Plan Disqualification
(1 reply)
AFTAP < 60%
(4 replies)
Excise tax penalty for the final year
(1 reply)
Cash Balance Projection Rate
(2 replies)
2009 form 5500ez
(10 replies)
cash balance
(1 reply)
Standing Election
(0 replies)
MV Yield Calculation
(3 replies)
Rate of Return calculation procedure
(8 replies)
Taxation of Pension Benefits Paid to Foreign Professional Athletes
(0 replies)
412(e) Plans
(4 replies)
Restate at Termination
(1 reply)
Takeover Plan
(10 replies)
Second Year Valuation
(2 replies)
Pension Income (distributions) subject to FICA
(4 replies)
Pre- Retirement Survivor Death benefits
(4 replies)
Asset Purchase
(7 replies)
5500 lunacy
(3 replies)
Calculation of new shortfall installment
(3 replies)
DBP
(5 replies)
101(d) Notice for EOY Val
(1 reply)
Actuarial Work Flow
(4 replies)
Immediately Distributable Lump Sums and QJSA
(7 replies)
When should PBGC coverage begin when plan does not yet have vested ben
(4 replies)
415 Compensation
(3 replies)
Ex Pat in US Plan
(2 replies)
Excluding Service
(2 replies)
plan freeze FAS 88 curtailment
(1 reply)
EOY AFTAP
(2 replies)
Plan Term; allocations between HCE and Former HCE
(1 reply)
Shorfall Exemption vs. Negative Amortization
(8 replies)
Quarterlies (Any Problem?)
(5 replies)
1.401(a)(4)-5(a) ?
(7 replies)
Use of 2008 EZ until 2009 forms released
(0 replies)
Can I start/convert a Roth IRA and have a DB plan too?
(1 reply)
Oopsey
(2 replies)
Resuming accruals after a freeze
(2 replies)
Maximum Deductible CoOntribution
(2 replies)
Deduction Timing
(3 replies)
Cash Balance plan testing questions
(4 replies)
ERISA bonding for plan with less than 10 participants
(0 replies)
Amending Actuarial Equivalent Interest
(1 reply)
small PBGC Plan under(over) Funded
(2 replies)
Offset Cash Balance and PBGC Coverage
(2 replies)
What is cost to add a lump sum option?
(9 replies)
Interest Rate Selection (430 & 436)
(3 replies)
Plan document
(6 replies)
What a Mess ! AFTAP
(6 replies)
AOCI
(3 replies)
Controlled Group Deduction
(2 replies)
414k account & MRDs
(1 reply)
optional forms, anti-cutback rule and plan termination
(2 replies)
417(e), 415, 430
(5 replies)
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