Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. Takeover Valuation and Timing

   By abanky, October 25, 2010
   • 4 replies
   • 1.3k views
   • 
   • My 2 cents
   • October 29, 2010

2. Use of Credit Balance to Offset MRC and Quarterlies

   By Andy the Actuary, October 25, 2010
   • 3 replies
   • 1.3k views
   • 
   • My 2 cents
   • October 29, 2010

3. 436 Notice - Due date

   By tymesup, October 28, 2010
   • 0 replies
   • 1.2k views
   • 
   • tymesup
   • October 28, 2010

4. New Plan After Terminated Plan

   By Dougsbpc, October 20, 2010
   • 5 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • October 27, 2010

5. Annual Funding Notice - When Due?

   By tuni88, October 21, 2010
   • 13 replies
   • 3.9k views
   • 
   • tuni88
   • October 25, 2010

6. Nondiscrimination Testing Floor Offset

   By Young Curmudgeon, October 22, 2010
   • 0 replies
   • 1k views
   • 
   • Young Curmudgeon
   • October 22, 2010

7. cross testing defined benefit plan with ESOP

   By YankeeFan, October 22, 2010
   • 0 replies
   • 1.1k views
   • 
   • YankeeFan
   • October 22, 2010

8. Cash Balance Offset arrangments

   By Guest RMcCord, October 21, 2010
   • 1 reply
   • 794 views
   • 
   • SoCalActuary
   • October 21, 2010

9. DB plan stmts to participants

   By doombuggy, October 20, 2010
   • 5 replies
   • 1.9k views
   • 
   • AndyH
   • October 21, 2010

10. Market Rate of Interest - Frozen Plan

    By Guest Lane, October 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • October 21, 2010

11. Affiliated Service Group Deductions

    By Guest skc, October 20, 2010
    • 0 replies
    • 860 views
    • 
    • Guest
    • October 20, 2010

12. Section 436 Sample Amendments

    By ERISA-Bubs, October 17, 2010
    • 3 replies
    • 1.6k views
    • 
    • My 2 cents
    • October 19, 2010

13. Qualified Optional Survivor Annuity

    By Dougsbpc, October 18, 2010
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • October 19, 2010

14. PBGC Reportable Events

    By AndyH, October 19, 2010
    • 0 replies
    • 890 views
    • 
    • AndyH
    • October 19, 2010

15. Current Timing for DL on Termination

    By Guest bobolink, October 14, 2010
    • 8 replies
    • 1.4k views
    • 
    • Dougsbpc
    • October 18, 2010

16. McKay Hochman Document

    By Effen, October 14, 2010
    • 0 replies
    • 1.5k views
    • 
    • Effen
    • October 14, 2010

17. Error with attachments- Web Client

    By Dinosaur, October 14, 2010
    • 1 reply
    • 1.3k views
    • 
    • Dinosaur
    • October 14, 2010

18. Benefit Restrictions - WRERA relief

    By JBones, October 13, 2010
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • October 13, 2010

19. Post-PPA Funding Rules for Money Purchase Plans

    By J. Bringhurst, October 8, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 12, 2010

20. eoy val aftap for following year

    By Draper55, October 11, 2010
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • October 12, 2010

21. Mandatory Employee Contributions: Basis Recovery & Nonforfeitability

    By Guest nicko, October 9, 2010
    • 1 reply
    • 1.9k views
    • 
    • My 2 cents
    • October 11, 2010

22. When are DB plan restatements due for individually designed plans?

    By katieinny, October 8, 2010
    • 0 replies
    • 902 views
    • 
    • katieinny
    • October 8, 2010

23. Normal Retirement Age under 62

    By John Feldt ERPA CPC QPA, October 6, 2010
    • 4 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 7, 2010

24. Schedule SB questions (Part 2)

    By dmb, October 7, 2010
    • 0 replies
    • 987 views
    • 
    • dmb
    • October 7, 2010

25. I am searching for the help of an actuary

    By RayJJohnsonJr, August 14, 2010
    • 15 replies
    • 2.7k views
    • 
    • Effen
    • October 6, 2010

26. Early Retirement Reductions?

    By Guest jfreeborn, October 5, 2010
    • 6 replies
    • 1.1k views
    • 
    • David MacLennan
    • October 5, 2010

27. Schedule SB questions

    By dmb, October 5, 2010
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • October 5, 2010

28. Annual Funding Notice for terminated Plan

    By AndyH, October 4, 2010
    • 5 replies
    • 3.6k views
    • 
    • Andy the Actuary
    • October 4, 2010

29. AFTAP & Deemed Burn Timing

    By JBones, September 29, 2010
    • 3 replies
    • 1.3k views
    • 
    • JBones
    • October 4, 2010

30. Aggregated DB/DC Combo with Floor Offset

    By Guest facade, September 30, 2010
    • 12 replies
    • 3.4k views
    • 
    • SoCalActuary
    • October 4, 2010

31. pbgc coverage

    By Gary, September 30, 2010
    • 3 replies
    • 2k views
    • 
    • My 2 cents
    • October 4, 2010

32. Conservative Investment Strategy

    By Andy the Actuary, September 15, 2010
    • 5 replies
    • 1.4k views
    • 
    • tymesup
    • October 1, 2010

33. "Final" Certified AFTAPS

    By AndyH, September 30, 2010
    • 9 replies
    • 2.2k views
    • 
    • dmb
    • October 1, 2010

34. EFAST - DB Plan 5500 Filing w/o Sch SB

    By Guest Richard Feynman, September 30, 2010
    • 11 replies
    • 2.7k views
    • 
    • My 2 cents
    • October 1, 2010

35. AFTAP For One-Person PLan

    By emmetttrudy, September 29, 2010
    • 8 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • September 29, 2010

36. Combo Plans Non Discrimination

    By Gary, September 28, 2010
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • September 28, 2010

37. Reporting to PBGC

    By Andy the Actuary, September 26, 2010
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • September 27, 2010

38. Plan Freeze/Termination Lump Sum Question

    By tuni88, September 27, 2010
    • 2 replies
    • 1.9k views
    • 
    • My 2 cents
    • September 27, 2010

39. Early Retirement Window for One Participant

    By 401 Chaos, September 23, 2010
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • September 24, 2010

40. Accrued Benefit Calculation High 5 of last 10

    By emmetttrudy, September 21, 2010
    • 16 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • September 24, 2010

41. Charlie Concept

    By Guest Jim Brennan, July 23, 1999
    • 3 replies
    • 2.5k views
    • 
    • Effen
    • September 23, 2010

42. SPD formula descriptions

    By John Feldt ERPA CPC QPA, July 12, 2010
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • September 23, 2010

43. Elected funding relief

    By Effen, September 22, 2010
    • 1 reply
    • 945 views
    • 
    • Andy the Actuary
    • September 22, 2010

44. 415b 3-year average comp

    By Mister Met, September 17, 2010
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • September 21, 2010

45. DB and 403(b) aggregation for 401(b) testing

    By dmb, September 20, 2010
    • 7 replies
    • 2.2k views
    • 
    • AndyH
    • September 21, 2010

46. Valuation Assets

    By JBones, September 20, 2010
    • 3 replies
    • 1.1k views
    • 
    • JBones
    • September 20, 2010

47. pLAN LOANS

    By Gary, September 18, 2010
    • 4 replies
    • 1.7k views
    • 
    • Gary
    • September 20, 2010

48. 415 lump sum

    By Mister Met, September 20, 2010
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • September 20, 2010

49. Owner-only DB plan to freeze

    By John Feldt ERPA CPC QPA, September 17, 2010
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • September 20, 2010

50. Changing annuity starting date

    By Guest ERRRISA, September 14, 2010
    • 2 replies
    • 2.2k views
    • 
    • My 2 cents
    • September 17, 2010