Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Top heavy question

   By AndyH, November 20, 2009
   • 6 replies
   • 1.6k views
   • 
   • AndyH
   • November 23, 2009

2. Pension Benefit Statements

   By dmb, November 20, 2009
   • 0 replies
   • 1.2k views
   • 
   • dmb
   • November 20, 2009

3. Recertify AFTAP?

   By JulietAct, November 19, 2009
   • 2 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • November 19, 2009

4. Combined plan deduction limit

   By Gary, November 19, 2009
   • 3 replies
   • 3.6k views
   • 
   • emmetttrudy
   • November 19, 2009

5. Taking the Actuary Exams - need help starting

   By VincentBocchinfuso CPC, November 19, 2009
   • 14 replies
   • 2.3k views
   • 
   • VincentBocchinfuso CPC
   • November 25, 2009

6. "Backloading"

   By emmetttrudy, November 19, 2009
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • November 20, 2009

7. Interest Credited on Paid-Back Distribution

   By Guest bobolink, November 18, 2009
   • 1 reply
   • 895 views
   • 
   • AndyH
   • November 19, 2009

8. Form 5500 Intranet Posting

   By AndyH, November 18, 2009
   • 5 replies
   • 4.4k views
   • 
   • TPApril
   • December 12, 2017

9. AFTAP < 60%

   By emmetttrudy, November 17, 2009
   • 1 reply
   • 1.2k views
   • 
   • Effen
   • November 18, 2009

10. Partial Lump Sum Available for Underfunded DB Plan?

    By Guest jfreeborn, November 17, 2009
    • 7 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • November 25, 2009

11. Maximum Cash Balance Contribution

    By emmetttrudy, November 17, 2009
    • 5 replies
    • 1.6k views
    • 
    • SoCalActuary
    • November 17, 2009

12. 1 man plan post-NRA distributions

    By JAY21, November 17, 2009
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • November 17, 2009

13. 2008 PLR on transfer of surplus assets

    By Guest MAO, November 13, 2009
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • November 13, 2009

14. 4980(d) Qualified Replacement Plan

    By JAY21, November 13, 2009
    • 4 replies
    • 2.5k views
    • 
    • DMcGovern
    • October 19, 2018

15. Question on valuation date change

    By Guest Doogie61, November 13, 2009
    • 1 reply
    • 1k views
    • 
    • JAY21
    • November 13, 2009

16. Example from Slide 19 of today's webcast

    By ak2ary, November 12, 2009
    • 1 reply
    • 1k views
    • 
    • ak2ary
    • November 12, 2009

17. frozen plan

    By Guest jack91, November 12, 2009
    • 7 replies
    • 1.5k views
    • 
    • david rigby
    • November 12, 2009

18. New plan, funding and the 415 limit

    By Guest ICannotDiscloseMyIdentity, November 12, 2009
    • 10 replies
    • 1.5k views
    • 
    • Guest
    • November 16, 2009

19. Money Purchase Plan

    By Guest printogirl, November 12, 2009
    • 12 replies
    • 2.3k views
    • 
    • Bird
    • November 13, 2009

20. Reinstatement of Accruals

    By ScottR, November 12, 2009
    • 10 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 13, 2009

21. Real Estate as plan asset

    By Gary, November 11, 2009
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • November 13, 2009

22. change in cash balance allocation formula

    By abanky, November 11, 2009
    • 8 replies
    • 1.5k views
    • 
    • abanky
    • November 30, 2009

23. Compensation definition

    By Richard Anderson, November 11, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 12, 2009

24. DB DC Combination

    By Guest ICannotDiscloseMyIdentity, November 10, 2009
    • 6 replies
    • 1.5k views
    • 
    • David MacLennan
    • November 19, 2009

25. Add interest up to date of payout?

    By Guest Dave Peckham, November 10, 2009
    • 5 replies
    • 1.5k views
    • 
    • Effen
    • November 18, 2009

26. PPA Cash Balance Plans: Notice 2007-6

    By ERISA25, November 10, 2009
    • 0 replies
    • 802 views
    • 
    • ERISA25
    • November 10, 2009

27. Terminating DB plan

    By Guest Doogie61, November 9, 2009
    • 5 replies
    • 1.9k views
    • 
    • JAY21
    • November 10, 2009

28. 100% J&S Annuity assumption under PPA funding

    By YankeeFan, November 9, 2009
    • 6 replies
    • 2.8k views
    • 
    • Belgarath
    • November 10, 2009

29. Participating Employer Contribution

    By Dougsbpc, November 8, 2009
    • 2 replies
    • 894 views
    • 
    • Blinky the 3-eyed Fish
    • November 9, 2009

30. Can't we simplify this mess?

    By ScottR, November 7, 2009
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • November 12, 2009

31. SEP eligibility

    By ScottR, November 7, 2009
    • 0 replies
    • 826 views
    • 
    • ScottR
    • November 7, 2009

32. Failure to Issue Timely Certification

    By Andy the Actuary, November 6, 2009
    • 1 reply
    • 958 views
    • 
    • david rigby
    • November 6, 2009

33. Model Section 436 Amendment Language?

    By rocknrolls2, November 5, 2009
    • 10 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 15, 2009

34. 5500 after PGBC takeover

    By Guest mickiemurphy, November 5, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • November 6, 2009

35. Quarterly Interest Charge for EOY Vals under PPA

    By JBones, November 5, 2009
    • 3 replies
    • 2k views
    • 
    • FAPInJax
    • November 6, 2009

36. Limitations On Funding In Years After Formula Was Amended Upwards

    By mming, November 4, 2009
    • 8 replies
    • 3.2k views
    • 
    • david rigby
    • December 30, 2009

37. Post-EGTRRA "Good Faith" Amendment

    By JAY21, November 3, 2009
    • 11 replies
    • 2.7k views
    • 
    • AndyH
    • November 20, 2009

38. 436 and cash balance

    By Guest JM123, November 3, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • November 3, 2009

39. WRERA - Reliance on Prior Year AFTAP

    By emmetttrudy, November 2, 2009
    • 4 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 9, 2009

40. 80% AFTAP Liability ?

    By Guest DBPension, October 31, 2009
    • 2 replies
    • 998 views
    • 
    • Effen
    • November 2, 2009

41. Target Normal Cost

    By emmetttrudy, October 30, 2009
    • 5 replies
    • 2.8k views
    • 
    • FAPInJax
    • November 3, 2009

42. Vesting at termination

    By ombskid, October 29, 2009
    • 4 replies
    • 2.3k views
    • 
    • ScottR
    • November 7, 2009

43. restrictions on benefit payments to certain HCEs

    By Gudgergirl, October 29, 2009
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • October 29, 2009

44. Exemption from New Shortfall Base Versus Early Deemed Amortization Upon Attainment of Funding Target

    By Guest Jcarolan, October 28, 2009
    • 1 reply
    • 2.9k views
    • 
    • Andy the Actuary
    • October 28, 2009

45. Final Funding Regs

    By JAY21, October 28, 2009
    • 2 replies
    • 1.3k views
    • 
    • ScottR
    • November 7, 2009

46. PBGC phase-in

    By tymesup, October 27, 2009
    • 3 replies
    • 1.6k views
    • 
    • SoCalActuary
    • March 4, 2010

47. PPA Amendment / PFEA?

    By david rigby, October 27, 2009
    • 1 reply
    • 1.6k views
    • 
    • SoCalActuary
    • October 27, 2009

48. Defined Benefit and SEP IRA

    By Guest AbbyP, October 26, 2009
    • 8 replies
    • 2.2k views
    • 
    • AndyH
    • November 3, 2009

49. 3-Year Cliff Requirement

    By emmetttrudy, October 26, 2009
    • 6 replies
    • 3.3k views
    • 
    • Effen
    • October 26, 2009

50. 430 Regs and American Benefits Council

    By Calavera, October 23, 2009
    • 5 replies
    • 1.1k views
    • 
    • FAPInJax
    • October 26, 2009