Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. AFTAP certification for frozen plans

   By dmb, July 1, 2008
   • 2 replies
   • 3.1k views
   • 
   • Andy the Actuary
   • July 1, 2008

2. AFTAP certification for new 1 person plan

   By Calavera, July 29, 2008
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • July 29, 2008

3. AFTAP certification for small plans

   By flosfur, May 7, 2008
   • 10 replies
   • 3.1k views
   • 
   • Dougsbpc
   • May 13, 2008

4. AFTAP Certification: Is There A Choice

   By Andy the Actuary, January 3, 2009
   • 3 replies
   • 1k views
   • 
   • SoCalActuary
   • January 5, 2009

5. AFTAP Certifications - non calendar year plans

   By ConnieStorer, June 1, 2023
   • 4 replies
   • 1.9k views
   • 
   • bito'money
   • June 2, 2023

6. AFTAP certifications in the age of COVID

   By david rigby, May 15, 2020   

   • ftap
   • aftap
   • 6 replies
   • 1.5k views
   • 
   • AndyH
   • May 20, 2020

7. AFTAP deadline

   By Jakyasar, May 23, 2020
   • 7 replies
   • 1.8k views
   • 
   • Jakyasar
   • May 27, 2020

8. AFTAP Determination

   By Guest mingblue, September 24, 2008
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • September 25, 2008

9. AFTAP due date 9/30, not 10/1, right?

   By AndyH, September 30, 2008
   • 5 replies
   • 5.2k views
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   • Mike Preston
   • October 3, 2008

10. AFTAP elections

    By AndyH, June 25, 2008
    • 4 replies
    • 1.9k views
    • 
    • tymesup
    • June 25, 2008

11. AFTAP EOY Val Relief

    By JAY21, February 21, 2008
    • 17 replies
    • 2.6k views
    • 
    • ak2ary
    • February 25, 2008

12. AFTAP for 12/31 Plan Year

    By nancy, October 1, 2012
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • October 1, 2012

13. AFTAP for 2007

    By Guest saeissler, February 4, 2008
    • 3 replies
    • 1k views
    • 
    • SoCalActuary
    • February 5, 2008

14. AFTAP for At-Risk Plan

    By dmb, February 8, 2011
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • February 8, 2011

15. AFTAP for new plan effective 1/1/09

    By YankeeFan, June 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 15, 2009

16. AFTAP For One-Person PLan

    By emmetttrudy, September 29, 2010
    • 8 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • September 29, 2010

17. AFTAP for Terminated Plans

    By zimbo, March 13, 2008
    • 12 replies
    • 3.6k views
    • 
    • JAY21
    • April 25, 2008

18. AFTAP for Terminating, Small, Non-PBGC, EOY Plan

    By WDIK, June 3, 2008
    • 9 replies
    • 2.1k views
    • 
    • dmb
    • July 3, 2008

19. AFTAP Fun

    By JAY21, December 19, 2007
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • December 20, 2007

20. AFTAP H_LL - NEED HELP UNDERSTANDING

    By HarleyBabe, March 28, 2008
    • 4 replies
    • 1.6k views
    • 
    • HarleyBabe
    • March 31, 2008

21. AFTAP Heaven

    By JAY21, March 13, 2008
    • 14 replies
    • 1.8k views
    • 
    • tuni88
    • March 28, 2008

22. AFTAP in First Year of Plan

    By Pension RC, March 5, 2014
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • March 5, 2014

23. AFTAP less than 80%

    By dmb, March 2, 2009
    • 12 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • March 2, 2009

24. AFTAP letter

    By thepensionmaven, December 1, 2008
    • 3 replies
    • 1.6k views
    • 
    • thepensionmaven
    • December 4, 2008

25. AFTAP Loophole?

    By Guest GMP, March 25, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 25, 2008

26. AFTAP lump sum restriction

    By Pension RC, June 6, 2014
    • 4 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • June 9, 2014

27. AFTAP Mania

    By JAY21, September 30, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 1, 2008

28. AFTAP Needed?

    By Andy the Actuary, September 2, 2012
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • September 3, 2012

29. AFTAP never certified

    By Jakyasar, September 21, 2022
    • 14 replies
    • 1.4k views
    • 
    • Jakyasar
    • October 1, 2022

30. AFTAP Percentage Drops Below 80% Before Terminee is Paid Lump Sum

    By Guest PaulL, December 1, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 1, 2008

31. AFTAP post plan term date

    By dmb, June 14, 2010
    • 6 replies
    • 2.9k views
    • 
    • dmb
    • June 14, 2010

32. AFTAP Presumption Question

    By Penman2006, March 17, 2008
    • 5 replies
    • 1.7k views
    • 
    • Penman2006
    • March 18, 2008

33. AFTAP range certification

    By Jakyasar, September 29
    • 2 replies
    • 810 views
    • 
    • Jakyasar
    • September 29

34. AFTAP reporting in year following change in val date

    By JBones, August 16, 2011
    • 5 replies
    • 2k views
    • 
    • Guest
    • August 17, 2011

35. AFTAP, Restrictions, EOY Vals, Plans < 5 Yrs. Old

    By Penman2006, January 3, 2008
    • 20 replies
    • 3.9k views
    • 
    • Penman2006
    • February 2, 2008

36. AFTAP; Participant Notice when below 80%

    By JAY21, September 9, 2008
    • 3 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • September 9, 2008

37. aftap/cash balance plan

    By Guest Sus95, September 25, 2008
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 25, 2008

38. AFTAP/Lump Sum

    By Just Me, March 28, 2011
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • April 1, 2011

39. AFTAP/OFF CALENDAR YEAR

    By Guest Sus95, September 16, 2008
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 16, 2008

40. AFTAP<80% and QDRO

    By Dougsbpc, September 21, 2009
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 21, 2009

41. aftaps

    By Guest lip, September 22, 2008
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • September 23, 2008

42. aftaps - int rates for funding vs restrictions

    By Guest ctrapatsos, September 25, 2009
    • 0 replies
    • 865 views
    • 
    • Guest
    • September 25, 2009

43. After tax contributions prior to 1986

    By gc@chimentowebb.com, February 17
    • 3 replies
    • 911 views
    • 
    • Slider
    • February 17

44. Age calculation under 415(B) for early payment

    By Guest MattL, December 29, 2000
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • December 29, 2000

45. Age discrimination

    By Draper55, March 7, 2014
    • 4 replies
    • 1.4k views
    • 
    • MWeddell
    • March 11, 2014

46. Age for 415 calc

    By RLR, January 2, 2013
    • 1 reply
    • 930 views
    • 
    • david rigby
    • January 2, 2013

47. Age for EAAL and EANC for full funding limit

    By Guest saeissler, July 22, 2008
    • 13 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • July 24, 2008

48. Age for Lump Sum distributions

    By RLR, April 11, 2012
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 12, 2012

49. Age limits on DB plan startups?

    By steve-o, October 28, 2005
    • 7 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 3, 2005

50. Age Methodology

    By Pension RC, November 30, 2016
    • 2 replies
    • 799 views
    • 
    • Mike Preston
    • November 30, 2016