Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 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

2. PPA Amendment / PFEA?

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

3. 3-Year Cliff Requirement

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

4. 430 Regs and American Benefits Council

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

5. Prohibited Transaction?

   By Gary, October 16, 2009
   • 7 replies
   • 1.3k views
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   • AndyH
   • October 23, 2009

6. PPA Amendment

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

7. section 404 assets

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

8. 430/436 plan language

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

9. Normal Retirement Age

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

10. Deduction of Contribution

    By Dougsbpc, October 21, 2009
    • 0 replies
    • 1k views
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    • Dougsbpc
    • October 21, 2009

11. Post Retirement Life Insurance

    By dmb, October 16, 2009
    • 8 replies
    • 3.3k views
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    • dmb
    • October 20, 2009

12. PBGC Coverage

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

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

    By ubermax, October 10, 2009
    • 8 replies
    • 1.3k views
    • 
    • zimbo
    • October 16, 2009

14. PBGC takeover

    By AndyH, October 15, 2009
    • 10 replies
    • 1.5k views
    • 
    • AndyH
    • October 15, 2009

15. Integration and Late Retirement

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

16. Deemed Burn for AFTAP <60%

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

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

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

18. Installment Payment Optional Form

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

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

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

20. Yileld curve

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

21. Eligibility Question

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

22. Plan Termination & 436 restrictions

    By Dennis Povloski, October 7, 2009
    • 4 replies
    • 1.2k views
    • 
    • Dennis Povloski
    • October 8, 2009

23. Benefit-Focused-Retirement Plans?

    By Guest nidusjr, October 7, 2009
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 7, 2009

24. High-3 415 Limit

    By JAY21, October 7, 2009
    • 1 reply
    • 991 views
    • 
    • David MacLennan
    • October 7, 2009

25. Plan account details

    By Gary, October 7, 2009
    • 0 replies
    • 769 views
    • 
    • Gary
    • October 7, 2009

26. Asset Valuation Method

    By dmb, September 30, 2009
    • 3 replies
    • 1k views
    • 
    • david rigby
    • October 7, 2009

27. Cash Balance and Profit Sharing Plan Vesting Question

    By Guest Mikk, October 2, 2009
    • 7 replies
    • 2.1k views
    • 
    • JBones
    • October 6, 2009

28. IRS rates for funding and 417

    By david rigby, October 6, 2009
    • 1 reply
    • 857 views
    • 
    • dmb
    • October 6, 2009

29. AFTAP

    By Effen, October 2, 2009
    • 13 replies
    • 2.9k views
    • 
    • Mike Preston
    • October 5, 2009

30. benefit restrictions

    By Effen, October 5, 2009
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • October 5, 2009

31. Plan Amendments

    By Gary, October 1, 2009
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • October 2, 2009

32. Change from 2007 EOY to 2008 BOY val.

    By Guest GMP, September 29, 2009
    • 8 replies
    • 1.2k views
    • 
    • AndyH
    • October 2, 2009

33. Cash Balance Interest Credit Timing

    By Guest BRich, October 1, 2009
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 2, 2009

34. Present Value Life Insurance

    By Gary, September 30, 2009
    • 1 reply
    • 934 views
    • 
    • carrots
    • October 1, 2009

35. Amend NRA from 65 to 62 to accommodate in-service distribution?

    By Guest Dave Peckham, September 30, 2009
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • October 1, 2009

36. How much is deductible

    By katieinny, October 1, 2009
    • 9 replies
    • 1.3k views
    • 
    • katieinny
    • October 1, 2009

37. 436 Participant Notice

    By Penman2006, September 30, 2009
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • September 30, 2009

38. 2009 RMD for DB Plan w/ Rollover account under WRERA

    By JBones, September 30, 2009
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • September 30, 2009

39. Timing of Contributions

    By emmetttrudy, September 29, 2009
    • 5 replies
    • 2k views
    • 
    • david rigby
    • September 30, 2009

40. PPA -- Change to fractional accrual method?

    By JRN, September 25, 2009
    • 9 replies
    • 2.2k views
    • 
    • FAPInJax
    • September 30, 2009

41. 410(b) - Equivalency

    By Andy the Actuary, September 29, 2009
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 29, 2009

42. 2010 Re-election

    By AndyH, September 25, 2009
    • 3 replies
    • 1.3k views
    • 
    • dmb
    • September 29, 2009

43. AFTAP < 60%

    By Dinosaur, September 25, 2009
    • 4 replies
    • 1.4k views
    • 
    • dmb
    • September 29, 2009

44. Change to PPA 417(e)

    By Penman2006, September 23, 2009
    • 9 replies
    • 3.8k views
    • 
    • Penman2006
    • September 28, 2009

45. Adding to Prefunding Balance

    By Dougsbpc, September 26, 2009
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 27, 2009

46. Help PLease!

    By Guest Doogie61, September 9, 2009
    • 6 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • September 27, 2009

47. QDRO logistics

    By Gary, August 11, 2009
    • 6 replies
    • 1.4k views
    • 
    • J Simmons
    • September 26, 2009

48. Frozen DB - Safe Harbor 401(k) - Top-heavy

    By Lou S., September 25, 2009
    • 7 replies
    • 3.4k views
    • 
    • AndyH
    • September 25, 2009

49. QDRO Smadro

    By Andy the Actuary, September 24, 2009
    • 9 replies
    • 1.4k views
    • 
    • J Simmons
    • September 25, 2009

50. aftaps - int rates for funding vs restrictions

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