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BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
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  1. required quarterly contributions (5 replies)
  2. Sound Advice? (8 replies)
  3. 402(f) Notice (0 replies)
  4. PPA J&75% Requirements (1 reply)
  5. Required Minimum Distribution (0 replies)
  6. Permitted Disparity Calculation? (1 reply)
  7. aftaps (2 replies)
  8. Maximum Deduction under 404(0) (11 replies)
  9. Amortization base in first year of plan (4 replies)
  10. Effective interest rate under S430(h)(2) (5 replies)
  11. funding deadline (3 replies)
  12. Ike and 412 minimum funding deadline (1 reply)
  13. The Case of the Estranged Spousette (20 replies)
  14. 2008 EOY AFTAP's (13 replies)
  15. Controlled Group Question (16 replies)
  16. 2008 EOY AFTAPS (8 replies)
  17. Why Audit? (5 replies)
  18. Cutbacks 411(d) - COLA and ASDs (1 reply)
  19. End of year valuations (2 replies)
  20. Benefit Restrictions/Union Plan (2 replies)
  21. Undeducted Contributions Upon Plan Termination (4 replies)
  22. Cash balance plan termination (3 replies)
  23. IRS Mortality Tales (7 replies)
  24. DB Plan to Cash Balance -- A+B question (5 replies)
  25. AFTAP/OFF CALENDAR YEAR (2 replies)
  26. 5330 Due date (2 replies)
  27. Matt Damon - our newest actuary (33 replies)
  28. NRA Revisited (9 replies)
  29. New Floor/offset under PPA (7 replies)
  30. Definition of Participant for Form 5500/Sch B (6 replies)
  31. AFTAP; Participant Notice when below 80% (3 replies)
  32. PPA benefit accrual (2 replies)
  33. One Plan - Multiple BCD's (2 replies)
  34. Plan Freeze for Selected Participants (8 replies)
  35. Carrying forward deductions - DB and now DC plan (4 replies)
  36. Comp Defn for FAP (4 replies)
  37. Plan Design Issues (18 replies)
  38. DB question from a DC person.. (19 replies)
  39. Amending NRA and Cushion Amount (1 reply)
  40. Death benefit from DB Plan (1 reply)
  41. 10/1/08 AFTAPS-EOY Valuations (18 replies)
  42. Funding for lump sum at 415 limit under PPA (14 replies)
  43. Short PY & Min/Max contributions? (2 replies)
  44. Long Term Healthcare (4 replies)
  45. Effect of plan termination on valuation (3 replies)
  46. PBCG audit? (1 reply)
  47. Distributions in Cash balance (1 reply)
  48. New PBGC Premium Deadlines for 2008 filings (5 replies)
  49. Actuary - offshore, bpo (20 replies)
  50. 2008 Assets For PBGC Premium Calculation (0 replies)
  51. SFAS 158 disclosure? (11 replies)
  52. error in MRD payment calculation (6 replies)
  53. Qualified Plan Distributions (14 replies)
  54. Changing Plan Year (3 replies)
  55. In-Service Distribution Adjustments (3 replies)
  56. Overfunded plan; sole (very ill) proprietor (3 replies)
  57. Plan freeze - but not for certain participants (9 replies)
  58. FAS 158 Reference Book (0 replies)
  59. Reporting General Test Results (3 replies)
  60. Electronic Filing (7 replies)
  61. Plan Disqualification (8 replies)
  62. Late late quarterlies (4 replies)
  63. Election Year Mud (2 replies)
  64. Burn Notice (2 replies)
  65. EOY funding and PPA (2 replies)
  66. Cash Balance Plan Funding and IRC 415 (16 replies)
  67. Employer reversion impact on SFAS 87/88/158 (2 replies)
  68. 12/31/07 Funding Deficiency (1 reply)
  69. Final Form 5500EZ (7 replies)
  70. Offset Plan (2 replies)
  71. Qualified vs. Non-Qualified benefit formula question (2 replies)
  72. Required Minimum distribution to nonspouse beneficiary (1 reply)
  73. Grandfathered 415 Accrued Benefit (8 replies)
  74. RMD with trust as beneficiary (2 replies)
  75. Asset Evaluation Re: FASB 158 (0 replies)
  76. unknown date of birth (2 replies)
  77. QPSA waiver question (2 replies)
  78. Exempt from $1,000 user fee? (5 replies)
  79. Death Benefit & 415 Limit (2 replies)
  80. Change in valuation date (3 replies)
  81. Funding to Inferred Normal Retirement Age (2 replies)
  82. AFTAP certification for new 1 person plan (1 reply)
  83. Top Heavy DB/DC (1 reply)
  84. IndyMac FDIC Declaration for DB Plans (5 replies)
  85. Accrued Benefit - Cash Balance Plan (8 replies)
  86. 415 increases (8 replies)
  87. 436 Restrictions for a frozen plan (1 reply)
  88. Age for EAAL and EANC for full funding limit (13 replies)
  89. Late Contribution (1 reply)
  90. Combined DB/DC plan (2 replies)
  91. Amending NRA for New Regulations (12 replies)
  92. QNEC and Employer contributions (8 replies)
  93. PPA J&S 75 Solution (8 replies)
  94. 2008 PBGC (1 reply)
  95. combo db/dc deduction limit (3 replies)
  96. Catch-Up Contributions and the General Test (5 replies)
  97. Carryover contributions and PPA (0 replies)
  98. AFTAP (9 replies)
  99. Cash Balance Plan Comp. Definition (1 reply)
  100. 436 restrictions (0 replies)
  101. Listed Transactions (1 reply)
  102. Top 25 LS Payout restrictions for a frozen db plan (7 replies)
  103. DB Plans and FDIC (3 replies)
  104. FAS 35 disclosures under PPA (6 replies)
  105. Withholding (3 replies)
  106. Match in Cash Balance based on 403(b) deferral (0 replies)
  107. Withdrawal Under ERISA 4063 (3 replies)
  108. 417(e) segment rates (8 replies)
  109. Moved to another message board: Withdrawal Under ERISA 4063 (-- replies)
  110. Unreduced Early Retirement Benefit (8 replies)
  111. Reopening Defined Benefit Plan (14 replies)
  112. New deductibility limit in 2008 - New Plan (6 replies)
  113. DB/DC Combo -- What testing needed (3 replies)
  114. Final 415 amendment (1 reply)
  115. DB/DC contribution over deductible limit (7 replies)
  116. Qualified Defined Benefit Plan, not 412(i), but no Trust (18 replies)
  117. 2008 Change in ACM due to Takeover of plan (2 replies)
  118. Full Funding Limitation & Amotization of Bases (7 replies)
  119. Articles on Credit Balances (2 replies)
  120. Backloading and 3% Accrual Rule (18 replies)
  121. Cash Balance Plans - Fractional Rule (1 reply)
  122. Top-Heavy, EGTRRA, Frozen DB, and PS Plans (6 replies)
  123. AFTAP for Terminating, Small, Non-PBGC, EOY Plan (9 replies)
  124. 2008 AFTAP - Sequence of Events (3 replies)
  125. Fidelity Bond Requirements (1 reply)
  126. Normalization of benefits for nondiscrimination (3 replies)
  127. Calculating Life Expectancy (4 replies)
  128. Cash Balance Plan Accrued Benefit (8 replies)
  129. AFTAP certification for frozen plans (2 replies)
  130. Nondiscrimination testing and early retirement (0 replies)
  131. 404(a)(7) (18 replies)
  132. Testing Former Employees (0 replies)
  133. In-Service Distribution and RMD (4 replies)
  134. 2 Schedules C (14 replies)
  135. Quarterly Contributions (2 replies)
  136. 415 Limits (2 replies)
  137. AFTAP elections (4 replies)
  138. No 4/1/08 AFTAP Done? (7 replies)
  139. SEP available for comparable benefits ? (4 replies)
  140. Unwinding a Plan (4 replies)
  141. Incidental DB test in 412(i) (0 replies)
  142. 415 Limit on 1st Day of Plan Year (5 replies)
  143. cushion amount - technical corrections (3 replies)
  144. 415 Limit and Lump Sum (2 replies)
  145. Contributory DB Plans - PPA (1 reply)
  146. The Value of Life Insurance (7 replies)
  147. Proof of age (6 replies)
  148. General Tested Cash Balance Plan (3 replies)
  149. Overfunded 1-part DB, Maybe (7 replies)
  150. Benefitting under a DB plan (14 replies)
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