Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. Taking the Actuary Exams - need help starting

   By VincentBocchinfuso CPC, November 19, 2009
   • 14 replies
   • 2.8k views
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   • VincentBocchinfuso CPC
   • November 25, 2009

2. Partial Lump Sum Available for Underfunded DB Plan?

   By Guest jfreeborn, November 17, 2009
   • 7 replies
   • 2.5k views
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   • Andy the Actuary
   • November 25, 2009

3. PBGC premiun - when due?

   By tuni88, November 24, 2009
   • 5 replies
   • 1.2k views
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   • Dinosaur
   • November 24, 2009

4. Deduction Timing

   By Andy the Actuary, November 24, 2009
   • 0 replies
   • 1.7k views
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   • Andy the Actuary
   • November 24, 2009

5. Top heavy question

   By AndyH, November 20, 2009
   • 6 replies
   • 1.8k views
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   • AndyH
   • November 23, 2009

6. Post-EGTRRA "Good Faith" Amendment

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

7. "Backloading"

   By emmetttrudy, November 19, 2009
   • 1 reply
   • 1.4k views
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   • david rigby
   • November 20, 2009

8. Pension Benefit Statements

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

9. 412(i) Plan and IRS Global Settlement Initiative and Penalty under Code Section 6707A

   By Guest EMM118, January 28, 2008
   • 1 reply
   • 2.4k views
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   • Guest
   • November 20, 2009

10. FAS 88 Settlement

    By ishi, March 2, 2009
    • 7 replies
    • 5.4k views
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    • Guest
    • November 20, 2009

11. Recertify AFTAP?

    By JulietAct, November 19, 2009
    • 2 replies
    • 1.5k views
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    • Andy the Actuary
    • November 19, 2009

12. Combined plan deduction limit

    By Gary, November 19, 2009
    • 3 replies
    • 3.8k views
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    • emmetttrudy
    • November 19, 2009

13. DB DC Combination

    By Guest ICannotDiscloseMyIdentity, November 10, 2009
    • 6 replies
    • 1.6k views
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    • David MacLennan
    • November 19, 2009

14. Interest Credited on Paid-Back Distribution

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

15. Add interest up to date of payout?

    By Guest Dave Peckham, November 10, 2009
    • 5 replies
    • 1.6k views
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    • Effen
    • November 18, 2009

16. AFTAP < 60%

    By emmetttrudy, November 17, 2009
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • November 18, 2009

17. Maximum Cash Balance Contribution

    By emmetttrudy, November 17, 2009
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • November 17, 2009

18. 1 man plan post-NRA distributions

    By JAY21, November 17, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • November 17, 2009

19. New plan, funding and the 415 limit

    By Guest ICannotDiscloseMyIdentity, November 12, 2009
    • 10 replies
    • 1.7k views
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    • Guest
    • November 16, 2009

20. Deadline for Mailing the Annual Funding Notice

    By ac, October 21, 2009
    • 2 replies
    • 2.5k views
    • 
    • Andy the Actuary
    • November 15, 2009

21. Real Estate as plan asset

    By Gary, November 11, 2009
    • 7 replies
    • 1.8k views
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    • Guest
    • November 13, 2009

22. Reinstatement of Accruals

    By ScottR, November 12, 2009
    • 10 replies
    • 2.6k views
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    • Blinky the 3-eyed Fish
    • November 13, 2009

23. 2008 PLR on transfer of surplus assets

    By Guest MAO, November 13, 2009
    • 1 reply
    • 1.2k views
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    • jpod
    • November 13, 2009

24. Question on valuation date change

    By Guest Doogie61, November 13, 2009
    • 1 reply
    • 1.1k views
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    • JAY21
    • November 13, 2009

25. Money Purchase Plan

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

26. frozen plan

    By Guest jack91, November 12, 2009
    • 7 replies
    • 1.6k views
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    • david rigby
    • November 12, 2009

27. 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

28. Can't we simplify this mess?

    By ScottR, November 7, 2009
    • 9 replies
    • 1.7k views
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    • Guest
    • November 12, 2009

29. Compensation definition

    By Richard Anderson, November 11, 2009
    • 3 replies
    • 1.5k views
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    • Guest
    • November 12, 2009

30. Terminating DB plan

    By Guest Doogie61, November 9, 2009
    • 5 replies
    • 2k views
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    • JAY21
    • November 10, 2009

31. 100% J&S Annuity assumption under PPA funding

    By YankeeFan, November 9, 2009
    • 6 replies
    • 3k views
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    • Belgarath
    • November 10, 2009

32. PPA Cash Balance Plans: Notice 2007-6

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

33. Participating Employer Contribution

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

34. WRERA - Reliance on Prior Year AFTAP

    By emmetttrudy, November 2, 2009
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 9, 2009

35. Final Funding Regs

    By JAY21, October 28, 2009
    • 2 replies
    • 1.4k views
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    • ScottR
    • November 7, 2009

36. Vesting at termination

    By ombskid, October 29, 2009
    • 4 replies
    • 2.5k views
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    • ScottR
    • November 7, 2009

37. SEP eligibility

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

38. Failure to Issue Timely Certification

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

39. 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

40. 5500 after PGBC takeover

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

41. Target Normal Cost

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

42. 436 and cash balance

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

43. Defined Benefit and SEP IRA

    By Guest AbbyP, October 26, 2009
    • 8 replies
    • 2.4k views
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    • AndyH
    • November 3, 2009

44. 80% AFTAP Liability ?

    By Guest DBPension, October 31, 2009
    • 2 replies
    • 1.1k views
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    • Effen
    • November 2, 2009

45. restrictions on benefit payments to certain HCEs

    By Gudgergirl, October 29, 2009
    • 1 reply
    • 1.6k views
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    • Andy the Actuary
    • October 29, 2009

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

    By Guest Jcarolan, October 28, 2009
    • 1 reply
    • 3.1k views
    • 
    • Andy the Actuary
    • October 28, 2009

47. PPA Amendment / PFEA?

    By david rigby, October 27, 2009
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • October 27, 2009

48. 3-Year Cliff Requirement

    By emmetttrudy, October 26, 2009
    • 6 replies
    • 3.4k views
    • 
    • Effen
    • October 26, 2009

49. 430 Regs and American Benefits Council

    By Calavera, October 23, 2009
    • 5 replies
    • 1.3k views
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    • FAPInJax
    • October 26, 2009

50. Prohibited Transaction?

    By Gary, October 16, 2009
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • October 23, 2009