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Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

  1. PPA Mortality Tables at High Ages

    By emmetttrudy,
    • 2 replies
    • 1.2k views

  2. 401(a)(4) Question

    By Guest raintrain19,
    • 4 replies
    • 1.2k views

  3. Mandated mortality rates for 2017

    By My 2 cents,
    • 2 replies
    • 1.2k views

  4. Expiration of PFEA re 415

    By dmb,
    • 1 reply
    • 1.2k views

  5. 2008 Valuation

    By goldtpa,
    • 4 replies
    • 1.2k views

  6. Early Retirement Windows - A More Interesting Question

    By LIBOR,
    • 1 reply
    • 1.2k views

  7. Schedule SB - line 23

    By Effen,
    • 2 replies
    • 1.2k views

  8. Cash balance fully-insured plan rules

    By SoCalActuary,   
    • 3 replies
    • 1.2k views

  9. Required CB Burn

    By JAY21,
    • 2 replies
    • 1.2k views

  10. Adjusted Value of Assets

    By Guest merlin,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  11. boy val normal cost late retirement

    By Draper55,
    • 4 replies
    • 1.2k views

  12. Cash balance plan accrued benefit

    By Belgarath,
    • 2 replies
    • 1.2k views

  13. Unit Benefit Formula - DB plan

    By Tax Cowboy,   
    • 3 replies
    • 1.2k views

  14. 412e3 (or 412i)

    By cdavis25,
    • 1 reply
    • 1.2k views

  15. 412(d)(2) Board Resolution vs. Plan Amendment

    By John314,   
    • 3 replies
    • 1.2k views

  16. Deductibility of contributions to both DB and DC plans

    By Alan Simpson,
    • 1 reply
    • 1.2k views

  17. GATT Limits

    By Guest LOST ON THE LEFT COAST,
    • 3 replies
    • 1.2k views

  18. LLC Taxed as a Partnership, Owner gets a K-1

    By emmetttrudy,
    • 5 replies
    • 1.2k views

  19. DB Plan Statistics

    By Andy the Actuary,
    • 2 replies
    • 1.2k views

  20. Suspending Disbursements Upon Resumption of Employment; Perhaps With Endorsing Entity

    By Kent Allard,   
    • 5 replies
    • 1.2k views

  21. Fair value of plan assets

    By SSRRS,
    • 4 replies
    • 1.2k views

  22. 412e3 conversion to Cash balance plan - guidance reqd

    By pshah,   
    • 1 reply
    • 1.2k views

  23. Return to Work After Having Taken Lump Sum

    By tuni88,
    • 1 reply
    • 1.2k views

  24. Total Quarterlies are over Maximum

    By Calavera,
    • 7 replies
    • 1.2k views

  25. What Hath God Wrought?

    By Andy the Actuary,
    • 1 reply
    • 1.2k views

  26. Do 401(a)(4)-5 restrictions apply?

    By dmb,
    • 3 replies
    • 1.2k views
    • dmb
    • dmb

  27. Renewal of Enrollment

    By Guest merlin,
    • 1 reply
    • 1.2k views

  28. 401(a) funds to purchase state DB service credits

    By Guest dani_o,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  29. Lump Sum basis for small db plan

    By Guest Linda B,
    • 4 replies
    • 1.2k views

  30. Client disclosure

    By Gary,
    • 4 replies
    • 1.2k views

  31. More FAS and EGTRRA

    By Guest guppy,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  32. funding notice/plan terminated

    By Guest Sus95,
    • 3 replies
    • 1.2k views

  33. New DB plan; Granting credit for more than 5 years of past service (not using 5-year safe harbor); anybody able to show it's nondiscriminatory?

    By Guest pension222,
    • 3 replies
    • 1.2k views

  34. Defaulted loan in a DB plan-how to handle

    By AndyH,
    • 2 replies
    • 1.2k views

  35. Do we need to amend our plan to reflect Sec. 303 of PPA this year?

    By Guest Benefitsrock,
    • 1 reply
    • 1.2k views

  36. Safe Harbor design question- help requested

    By AndyH,
    • 3 replies
    • 1.2k views

  37. AFTAP and EOY val

    By Guest Sus95,
    • 9 replies
    • 1.2k views

  38. 2011 Interim Amendments

    By ScottR,
    • 0 replies
    • 1.2k views

  39. Verification that retirees are still living

    By ScottR,
    • 5 replies
    • 1.2k views

  40. Lump Sum cashout (timing/value)

    By Guest jmrodrig,
    • 4 replies
    • 1.2k views

  41. Post-PPA Funding Rules for Money Purchase Plans

    By J. Bringhurst,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  42. more on new lump sum rates

    By Guest lerieleech,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  43. What options does a plan sponsor have when plan is underfunded?

    By Lori H,
    • 2 replies
    • 1.2k views

  44. Initial Qualification under RAPs

    By BTG,
    • 1 reply
    • 1.2k views

  45. SFAS

    By §#$%!,
    • 2 replies
    • 1.2k views

  46. Valuation date question

    By mphs77,
    • 2 replies
    • 1.2k views

  47. PPA 2006 follow up

    By Gary,
    • 4 replies
    • 1.2k views

  48. Actuarial Fees Payable Out of Plan

    By Andy the Actuary,
    • 2 replies
    • 1.2k views

  49. How Big Should the Cover Be?

    By Andy the Actuary,
    • 3 replies
    • 1.2k views
    • dmb
    • dmb

  50. Cash Balance Plan RFP

    By Anes2006,   
    • 0 replies
    • 1.2k views
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