Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Experience With DOL Audit of Converted Cash Balance Plan?

   By Guest DJK, February 14, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • February 14, 2001

2. Expert Witness RMD

   By John Feldt ERPA CPC QPA, September 15, 2014   

   • Expert Witness
   • 401(a)(9)
   • (and 2 more)

     Tagged with:

     • Expert Witness
     • 401(a)(9)
     • RMD
     • Minimum Distribution
   • 5 replies
   • 1.4k views
   • 
   • Appleby
   • September 16, 2014

3. Expiration of PFEA re 415

   By dmb, December 12, 2005
   • 1 reply
   • 1.2k views
   • 
   • SoCalActuary
   • December 13, 2005

4. Explaining actuarial increase

   By newguy2012, May 24, 2012
   • 7 replies
   • 6.9k views
   • 
   • david rigby
   • May 29, 2012

5. Extended Wear Away Benefit Calc

   By Guest kp, December 15, 1998
   • 1 reply
   • 3.5k views
   • 
   • david rigby
   • December 16, 1998

6. Extent funded

   By rcline46, September 19, 2005
   • 13 replies
   • 1.9k views
   • 
   • SoCalActuary
   • September 22, 2005

7. External Compensation

   By AndyH, March 5, 2003
   • 8 replies
   • 2.6k views
   • 
   • AndyH
   • March 10, 2003

8. EZ or SF?

   By truphao, August 29, 2024
   • 2 replies
   • 500 views
   • 
   • truphao
   • August 29, 2024

9. FAE definition

   By Guest blackacre, October 6, 2004
   • 1 reply
   • 2.5k views
   • 
   • SoCalActuary
   • October 6, 2004

10. Fail-safe provision for 410(b) and 401(a)(26)

    By QNPG, June 15, 2011
    • 2 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 21, 2011

11. Failed 401(a)(26)

    By John Feldt ERPA CPC QPA, June 8, 2009
    • 11 replies
    • 2.8k views
    • 
    • AndyH
    • June 12, 2009

12. Failure to deduct mandatory employee contributions

    By MikeD, January 24, 2023
    • 0 replies
    • 282 views
    • 
    • MikeD
    • January 24, 2023

13. Failure to Furnish SPD

    By Guest Donaldson, October 17, 2003
    • 0 replies
    • 941 views
    • 
    • Guest
    • October 17, 2003

14. Failure to include Schedule SB

    By JustMe, October 15, 2020
    • 5 replies
    • 1k views
    • 
    • Bob the Swimmer
    • October 18, 2020

15. Failure to Issue Timely Certification

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

16. Failure to make RMDs for several years

    By Dennis Povloski, April 23, 2014
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 28, 2014

17. Failure to pay QPSA, spouse has died

    By fiona1, April 4, 2017
    • 3 replies
    • 986 views
    • 
    • fiona1
    • April 4, 2017

18. Failure to suspend benefit payments

    By Young Curmudgeon, January 31, 2008
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 1, 2008

19. Failure to Suspend Benefits

    By AAS2, March 29, 2017   

    • suspension of benefits
    • 12 replies
    • 2.8k views
    • 
    • fiona1
    • April 4, 2017

20. Fair value of plan assets

    By SSRRS, June 7, 2019
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • June 10, 2019

21. Family Aggregation retro repeal

    By Guest Keith N, September 14, 1998
    • 1 reply
    • 2.7k views
    • 
    • Dave Baker
    • September 16, 1998

22. FAP Calc stumper...

    By Guest tomaney, March 27, 2002
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • March 27, 2002

23. FAS #87 & #132

    By flosfur, June 30, 2005
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 6, 2005

24. FAS 106 Liability

    By Guest Arthur, September 26, 2008
    • 3 replies
    • 1.8k views
    • 
    • Don Levit
    • September 26, 2008

25. fas 158

    By Gary, March 22, 2011
    • 2 replies
    • 1k views
    • 
    • Gary
    • March 22, 2011

26. FAS 158

    By Guest mingblue, October 31, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 31, 2006

27. FAS 158 - Assets exceeding PBO

    By AndyH, May 24, 2007
    • 4 replies
    • 2k views
    • 
    • AndyH
    • June 8, 2007

28. FAS 158 - What to do with Prepaid

    By Guest pm01, November 8, 2007
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • November 20, 2007

29. FAS 158 Accounting small plan

    By HiVi, March 11, 2009
    • 6 replies
    • 1.2k views
    • 
    • david rigby
    • March 12, 2009

30. FAS 158 late adoption

    By Mister Met, January 30, 2014
    • 8 replies
    • 2.5k views
    • 
    • Rball4
    • January 30, 2014

31. FAS 158 Reference Book

    By Guest mingblue, August 20, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 20, 2008

32. FAS 158 second year reconciliation

    By dmb, February 20, 2008
    • 9 replies
    • 2.8k views
    • 
    • Guest
    • February 27, 2008

33. FAS 35 disclosures under PPA

    By AndyH, June 3, 2008
    • 22 replies
    • 7.5k views
    • 
    • My 2 cents
    • June 19, 2014

34. FAS 87 - Mid Year Computations

    By flosfur, August 11, 2004
    • 3 replies
    • 1.3k views
    • 
    • MGB
    • August 13, 2004

35. FAS 87 / 88 Worksheets

    By david rigby, February 10, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 10, 2000

36. FAS 87 as modified by FAS 158 worksheets

    By mwyatt, January 18, 2008
    • 4 replies
    • 2k views
    • 
    • Guest
    • March 3, 2008

37. FAS 87 vs. Funding

    By emmetttrudy, November 20, 2008
    • 3 replies
    • 2.2k views
    • 
    • ScottR
    • November 24, 2008

38. FAS 87 year end disclosure

    By Guest lisbetf, January 29, 2002
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • April 17, 2002

39. fas 87, 158

    By Gary, March 30, 2011
    • 2 replies
    • 1.9k views
    • 
    • JAY21
    • March 30, 2011

40. FAS 87/132 Negative Charge to Equity

    By Guest merlin, August 13, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 13, 2004

41. FAS 87/132 Disributions

    By dmb, February 20, 2004
    • 5 replies
    • 1.3k views
    • 
    • mwyatt
    • February 20, 2004

42. FAS 88 Curtailment

    By Guest Turtle_01, March 22, 2005
    • 7 replies
    • 2.6k views
    • 
    • ishi
    • March 24, 2005

43. FAS 88 Settlement

    By ishi, March 2, 2009
    • 7 replies
    • 5.2k views
    • 
    • Guest
    • November 20, 2009

44. FAS 88 Settlement Acounting

    By dmb, April 28, 2014
    • 6 replies
    • 5.4k views
    • 
    • Guest
    • June 3, 2014

45. FAS Amortization period change?

    By AndyH, June 1, 2011
    • 5 replies
    • 4.5k views
    • 
    • SoCalActuary
    • June 2, 2011

46. FAS change of measurement date

    By Guest saeissler, December 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 5, 2005

47. FAS Codification Section 715-20-50

    By Guest RRO, March 22, 2011
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 23, 2011

48. FAS Curtailment

    By Blinky the 3-eyed Fish, April 19, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • April 19, 2006

49. FAS Discount Rate - What is reasonable?

    By John314, January 27, 2020   

    • fas
    • defined benefit
    • (and 1 more)

      Tagged with:

      • fas
      • defined benefit
      • asc
    • 2 replies
    • 1k views
    • 
    • david rigby
    • January 28, 2020

50. FAS LTROR assumption

    By AndyH, March 10, 2010
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • March 11, 2010