Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. New plan, funding and the 415 limit

   By Guest ICannotDiscloseMyIdentity, November 12, 2009
   • 10 replies
   • 1.6k views
   • 
   • Guest
   • November 16, 2009

2. Deadline for Mailing the Annual Funding Notice

   By ac, October 21, 2009
   • 2 replies
   • 2.4k views
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   • Andy the Actuary
   • November 15, 2009

3. Real Estate as plan asset

   By Gary, November 11, 2009
   • 7 replies
   • 1.7k views
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   • Guest
   • November 13, 2009

4. Reinstatement of Accruals

   By ScottR, November 12, 2009
   • 10 replies
   • 2.5k views
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   • Blinky the 3-eyed Fish
   • November 13, 2009

5. 2008 PLR on transfer of surplus assets

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

6. Question on valuation date change

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

7. Money Purchase Plan

   By Guest printogirl, November 12, 2009
   • 12 replies
   • 2.4k views
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   • Bird
   • November 13, 2009

8. frozen plan

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

9. Example from Slide 19 of today's webcast

   By ak2ary, November 12, 2009
   • 1 reply
   • 1.1k views
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   • ak2ary
   • November 12, 2009

10. Can't we simplify this mess?

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

11. Compensation definition

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

12. Terminating DB plan

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

13. 100% J&S Annuity assumption under PPA funding

    By YankeeFan, November 9, 2009
    • 6 replies
    • 2.9k views
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    • Belgarath
    • November 10, 2009

14. PPA Cash Balance Plans: Notice 2007-6

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

15. Participating Employer Contribution

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

16. WRERA - Reliance on Prior Year AFTAP

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

17. Final Funding Regs

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

18. Vesting at termination

    By ombskid, October 29, 2009
    • 4 replies
    • 2.4k views
    • 
    • ScottR
    • November 7, 2009

19. SEP eligibility

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

20. Failure to Issue Timely Certification

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

21. Quarterly Interest Charge for EOY Vals under PPA

    By JBones, November 5, 2009
    • 3 replies
    • 2.1k views
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    • FAPInJax
    • November 6, 2009

22. 5500 after PGBC takeover

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

23. Target Normal Cost

    By emmetttrudy, October 30, 2009
    • 5 replies
    • 2.9k views
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    • FAPInJax
    • November 3, 2009

24. 436 and cash balance

    By Guest JM123, November 3, 2009
    • 4 replies
    • 1.4k views
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    • Guest
    • November 3, 2009

25. Defined Benefit and SEP IRA

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

26. 80% AFTAP Liability ?

    By Guest DBPension, October 31, 2009
    • 2 replies
    • 1k views
    • 
    • Effen
    • November 2, 2009

27. restrictions on benefit payments to certain HCEs

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

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

    By Guest Jcarolan, October 28, 2009
    • 1 reply
    • 3k views
    • 
    • Andy the Actuary
    • October 28, 2009

29. PPA Amendment / PFEA?

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

30. 3-Year Cliff Requirement

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

31. 430 Regs and American Benefits Council

    By Calavera, October 23, 2009
    • 5 replies
    • 1.2k views
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    • FAPInJax
    • October 26, 2009

32. Prohibited Transaction?

    By Gary, October 16, 2009
    • 7 replies
    • 1.4k views
    • 
    • AndyH
    • October 23, 2009

33. PPA Amendment

    By Gary, October 19, 2009
    • 19 replies
    • 3k views
    • 
    • mwyatt
    • October 23, 2009

34. section 404 assets

    By Draper55, October 21, 2009
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2009

35. 430/436 plan language

    By Guest bobolink, October 22, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 22, 2009

36. Normal Retirement Age

    By Gary, October 21, 2009
    • 0 replies
    • 921 views
    • 
    • Gary
    • October 21, 2009

37. Deduction of Contribution

    By Dougsbpc, October 21, 2009
    • 0 replies
    • 1.1k views
    • 
    • Dougsbpc
    • October 21, 2009

38. Post Retirement Life Insurance

    By dmb, October 16, 2009
    • 8 replies
    • 3.4k views
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    • dmb
    • October 20, 2009

39. PBGC Coverage

    By emmetttrudy, October 16, 2009
    • 10 replies
    • 1.6k views
    • 
    • mwyatt
    • October 18, 2009

40. Link to 3 col. Fed. Reg. Version of New 430/436 Regs

    By ubermax, October 10, 2009
    • 8 replies
    • 1.4k views
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    • zimbo
    • October 16, 2009

41. PBGC takeover

    By AndyH, October 15, 2009
    • 10 replies
    • 1.6k views
    • 
    • AndyH
    • October 15, 2009

42. Integration and Late Retirement

    By Andy the Actuary, October 14, 2009
    • 1 reply
    • 925 views
    • 
    • SoCalActuary
    • October 15, 2009

43. Deemed Burn for AFTAP <60%

    By Guest Jcarolan, October 14, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 14, 2009

44. Yea! Only one more 10/15 Form 5500 to go!

    By carrots, October 13, 2009
    • 6 replies
    • 1.2k views
    • 
    • carrots
    • October 14, 2009

45. Installment Payment Optional Form

    By Guest careful1, October 10, 2009
    • 4 replies
    • 1.7k views
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    • Penman2006
    • October 14, 2009

46. Stopping accruals if the employee elects to start benefits at normal retirement age while employed

    By Everett Moreland, October 13, 2009
    • 1 reply
    • 876 views
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    • david rigby
    • October 13, 2009

47. Yileld curve

    By Effen, October 8, 2009
    • 0 replies
    • 868 views
    • 
    • Effen
    • October 8, 2009

48. Eligibility Question

    By emmetttrudy, October 6, 2009
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • October 8, 2009

49. Plan Termination & 436 restrictions

    By Dennis Povloski, October 7, 2009
    • 4 replies
    • 1.3k views
    • 
    • Dennis Povloski
    • October 8, 2009

50. Benefit-Focused-Retirement Plans?

    By Guest nidusjr, October 7, 2009
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • October 7, 2009