Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. COB to satisfy quarterly contributions

   By Dinosaur, September 10, 2009
   • 12 replies
   • 2.2k views
   • 
   • AndyH
   • September 14, 2009

2. DB Plan Investments

   By Guest YATPA, September 13, 2009
   • 1 reply
   • 819 views
   • 
   • SoCalActuary
   • September 13, 2009

3. Determination Letter Request

   By ac, September 11, 2009
   • 3 replies
   • 1k views
   • 
   • Guest
   • September 12, 2009

4. Pre-Termination Restrictions on Distributions to HCEs

   By Andy the Actuary, September 11, 2009
   • 3 replies
   • 1.8k views
   • 
   • Andy the Actuary
   • September 11, 2009

5. Dumb Question

   By bzorc, September 10, 2009
   • 4 replies
   • 984 views
   • 
   • Belgarath
   • September 11, 2009

6. Change Valuation Date

   By Rob P, September 10, 2009
   • 3 replies
   • 1k views
   • 
   • JAY21
   • September 10, 2009

7. Benefit Calculation and Funding -- Re: 415

   By Andy the Actuary, September 8, 2009
   • 2 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • September 9, 2009

8. Deemed Election

   By Dinosaur, September 8, 2009
   • 11 replies
   • 2.6k views
   • 
   • Dinosaur
   • September 9, 2009

9. Use of carryover balance

   By Guest student_actuary, September 9, 2009
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • September 9, 2009

10. FTAP/AFTAP < 60%

    By Dinosaur, September 8, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 8, 2009

11. Schedule SB

    By nancy, September 1, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 8, 2009

12. Questions regarding DB valuations

    By Guest Doogie61, September 1, 2009
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • September 4, 2009

13. Church Plans - 110% test

    By dmb, September 3, 2009
    • 7 replies
    • 2k views
    • 
    • david rigby
    • September 4, 2009

14. DB plan audit

    By emmetttrudy, September 3, 2009
    • 2 replies
    • 909 views
    • 
    • david rigby
    • September 3, 2009

15. FSCOB - Any benefit to maintaining?

    By Guest jmrodrig, September 3, 2009
    • 1 reply
    • 819 views
    • 
    • david rigby
    • September 3, 2009

16. Prefunding Balances

    By Effen, January 19, 2009
    • 11 replies
    • 3.7k views
    • 
    • Andy the Actuary
    • September 3, 2009

17. Defined Benefit Plan/Bankruptcy/Something Smells

    By Guest Steve McIntire, September 1, 2009
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • September 2, 2009

18. Fun with Top Heavy

    By AndyH, August 31, 2009
    • 8 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 2, 2009

19. DB/DC Aggregate Testing

    By Guest DBStudentAct, September 1, 2009
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 1, 2009

20. Restroactive ASD and Restricted Distributions

    By Andy the Actuary, August 30, 2009
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • September 1, 2009

21. Required contribution that is not deductible

    By Earl, August 31, 2009
    • 2 replies
    • 830 views
    • 
    • david rigby
    • August 31, 2009

22. Missing Plan Amendments

    By Gary, August 26, 2009
    • 8 replies
    • 2.1k views
    • 
    • Gary
    • August 31, 2009

23. PPA Valuations

    By Guest Doogie61, August 29, 2009
    • 3 replies
    • 998 views
    • 
    • carrots
    • August 31, 2009

24. Time for determination?

    By Guest pensioneer, August 28, 2009
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • August 29, 2009

25. Anyone still using 83 IAM for actuarial equivalence

    By Guest Doogie61, August 29, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • August 29, 2009

26. Plan Expenses added to TNC

    By nancy, August 28, 2009
    • 4 replies
    • 1k views
    • 
    • david rigby
    • August 29, 2009

27. discussion draft of pension relief legislation

    By Effen, August 27, 2009
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • August 29, 2009

28. 2009 FTAP/AFTAP and Credit Balance

    By Guest jmrodrig, August 26, 2009
    • 15 replies
    • 4.4k views
    • 
    • Andy the Actuary
    • August 28, 2009

29. Notice of Benefit Restricition (436)

    By Dinosaur, August 26, 2009
    • 3 replies
    • 1.2k views
    • 
    • Dinosaur
    • August 27, 2009

30. Distressed Termination, MRC and excise tax

    By abanky, August 26, 2009
    • 0 replies
    • 952 views
    • 
    • abanky
    • August 26, 2009

31. actuarial equivalence

    By HiVi, August 25, 2009
    • 8 replies
    • 2.5k views
    • 
    • Mike Preston
    • August 26, 2009

32. 2009 AFTAP regs for plans with EOY valuations?

    By carrots, August 24, 2009
    • 1 reply
    • 876 views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2009

33. Annual Funding Notice

    By ac, June 29, 2009
    • 12 replies
    • 5k views
    • 
    • Andy the Actuary
    • August 26, 2009

34. Prohibited Transaction

    By Guest TuckerB, August 25, 2009
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 25, 2009

35. Annual Funding Notices - EOY vals

    By Effen, August 24, 2009
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • August 25, 2009

36. DOL Funding Notice - Terminated Plan

    By Penman2006, June 30, 2009
    • 8 replies
    • 1.8k views
    • 
    • Penman2006
    • August 25, 2009

37. UNDER FUNDED PBGC Lumpsum Restriction

    By Guest DORIGHT, August 24, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 24, 2009

38. Deemed reduction in funding balances - 436(f)(3)

    By carrots, August 21, 2009
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 21, 2009

39. DB restatements

    By JAY21, August 17, 2009
    • 3 replies
    • 1.3k views
    • 
    • JAY21
    • August 21, 2009

40. Plan Funding

    By Gary, June 18, 2009
    • 16 replies
    • 2.7k views
    • 
    • david rigby
    • August 21, 2009

41. DB(k) plans

    By Laura Harrington, August 13, 2009
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 19, 2009

42. Prohibited Transaction

    By Gary, August 18, 2009
    • 3 replies
    • 2.6k views
    • 
    • J Simmons
    • August 18, 2009

43. Determination Letter New Plan

    By Gary, August 14, 2009
    • 10 replies
    • 1.7k views
    • 
    • Gary
    • August 18, 2009

44. When are quarterlies required for 2009 plan year?

    By dmb, August 5, 2009
    • 11 replies
    • 1.8k views
    • 
    • Guest
    • August 18, 2009

45. 415 Calculations

    By FAPInJax, August 17, 2009
    • 5 replies
    • 2.6k views
    • 
    • SoCalActuary
    • August 18, 2009

46. Increasing plan benefit formula

    By Guest Deflector, August 14, 2009
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • August 18, 2009

47. Change of funding method?

    By ScottR, February 27, 2009
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • August 16, 2009

48. $350 to get statement of accrued benefits?

    By Christine Roberts, August 14, 2009
    • 1 reply
    • 969 views
    • 
    • SoCalActuary
    • August 14, 2009

49. Pension Funding Equity Act 2004

    By Gary, August 14, 2009
    • 1 reply
    • 962 views
    • 
    • SoCalActuary
    • August 14, 2009

50. Cash Balance and the change of AE interest rate

    By abanky, August 10, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 12, 2009