Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Communication Tip

   By Andy the Actuary, May 31, 2009
   • 0 replies
   • 883 views
   • 
   • Andy the Actuary
   • May 31, 2009

2. Distribution Fees

   By emmetttrudy, May 29, 2009
   • 2 replies
   • 1.8k views
   • 
   • david rigby
   • May 29, 2009

3. When 436 Benefits Restrictions Lifted

   By Andy the Actuary, May 25, 2009
   • 4 replies
   • 1.7k views
   • 
   • tymesup
   • May 29, 2009

4. Another PPA anomaly

   By FAPInJax, May 29, 2009
   • 1 reply
   • 1k views
   • 
   • Guest
   • May 29, 2009

5. 412i conversion

   By FAPInJax, May 29, 2009
   • 0 replies
   • 898 views
   • 
   • FAPInJax
   • May 29, 2009

6. FTAP computed using vested benefits?

   By Guest Jcarolan, May 26, 2009
   • 11 replies
   • 1.8k views
   • 
   • SoCalActuary
   • May 28, 2009

7. Top Heavy Minimum in Frozen Plan

   By Dougsbpc, May 27, 2009
   • 1 reply
   • 1.3k views
   • 
   • AndyH
   • May 27, 2009

8. Lyme disease mortality

   By tymesup, May 26, 2009
   • 11 replies
   • 1.7k views
   • 
   • Belgarath
   • May 27, 2009

9. "Former HCE" vs "HC Former E"

   By carrots, May 22, 2009
   • 2 replies
   • 1.5k views
   • 
   • carrots
   • May 26, 2009

10. Schedule SB-Line 14 (FTAP)

    By JAY21, April 28, 2009
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • May 20, 2009

11. Funding for LS

    By Guest RBlaine, May 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • May 20, 2009

12. 415 Calculations

    By FAPInJax, May 18, 2009
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • May 19, 2009

13. Permissive Aggregation

    By emmetttrudy, May 18, 2009
    • 5 replies
    • 2.5k views
    • 
    • SoCalActuary
    • May 18, 2009

14. 430 Plan Expense Assumption

    By Andy the Actuary, May 16, 2009
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • May 18, 2009

15. Datair DB Valuation Help

    By emmetttrudy, May 15, 2009
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • May 18, 2009

16. Election to Use COB

    By Dougsbpc, May 14, 2009
    • 1 reply
    • 965 views
    • 
    • Blinky the 3-eyed Fish
    • May 17, 2009

17. PBGC premium filing

    By Guest TammyS, April 7, 2009
    • 5 replies
    • 4.7k views
    • 
    • carrots
    • May 16, 2009

18. TNC for frozen plan with life insurance

    By carrots, May 12, 2009
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 14, 2009

19. Schedule SB on Relius

    By ScottR, February 5, 2009
    • 6 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • May 14, 2009

20. 1/2 Annuity Option and 1/2 Lump Sum

    By AndyH, May 11, 2009
    • 19 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • May 13, 2009

21. 2009 AFTAPs < 80%

    By Guest DBPension, May 5, 2009
    • 11 replies
    • 1.5k views
    • 
    • Guest
    • May 12, 2009

22. Normal Retirement Age

    By John Feldt ERPA CPC QPA, May 11, 2009
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 11, 2009

23. PFB for EOY val date

    By Guest AP914, May 11, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 11, 2009

24. Top Heavy Cash Balance Plan

    By carrots, May 7, 2009
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • May 11, 2009

25. Schedule SB - line 23

    By Effen, May 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • May 8, 2009

26. Normal Retirement Age

    By Gary, May 7, 2009
    • 7 replies
    • 2.3k views
    • 
    • SoCalActuary
    • May 7, 2009

27. reduction of benefits

    By abanky, May 7, 2009
    • 1 reply
    • 922 views
    • 
    • Effen
    • May 7, 2009

28. Yield Curve for 2008 valuation

    By Dinosaur, May 7, 2009
    • 5 replies
    • 1.3k views
    • 
    • Effen
    • May 7, 2009

29. Minimum Distribution Required?

    By Andy the Actuary, May 7, 2009
    • 3 replies
    • 3.3k views
    • 
    • Andy the Actuary
    • May 7, 2009

30. underfunded Plans

    By Guest kate from hackensack, May 3, 2009
    • 4 replies
    • 1.9k views
    • 
    • tymesup
    • May 6, 2009

31. Two Normal Retirement Ages for Same Participant?

    By Übernerd, May 5, 2009
    • 3 replies
    • 1.2k views
    • 
    • Übernerd
    • May 5, 2009

32. Credit Balance Elections and Timing

    By Guest pm01, May 4, 2009
    • 5 replies
    • 1.9k views
    • 
    • dmb
    • May 5, 2009

33. Plan Amendment Logistics

    By Gary, May 4, 2009
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 4, 2009

34. LLC - Partnership and Plan Comp in year of freeze

    By AndyH, April 30, 2009
    • 6 replies
    • 1.1k views
    • 
    • AndyH
    • May 4, 2009

35. 3/31/09 Plan Termination

    By Penman2006, May 2, 2009
    • 2 replies
    • 987 views
    • 
    • Penman2006
    • May 3, 2009

36. Cash Balance Plan Vesting Schedule

    By emmetttrudy, May 1, 2009
    • 2 replies
    • 1.8k views
    • 
    • D Syrett
    • May 2, 2009

37. 430 Minimum Contribution w-Prefunded Balance

    By Rob P, May 1, 2009
    • 4 replies
    • 2k views
    • 
    • Mike Preston
    • May 1, 2009

38. B Or No B The Final Year?

    By mming, April 29, 2009
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 1, 2009

39. PBGC issues Quarterly Contribution notice relief

    By JAY21, May 1, 2009
    • 0 replies
    • 1k views
    • 
    • JAY21
    • May 1, 2009

40. Help on PBGC guarantees

    By Guest DBPension, April 30, 2009
    • 4 replies
    • 1k views
    • 
    • tymesup
    • May 1, 2009

41. Relius AFN

    By Andy the Actuary, April 21, 2009
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • April 30, 2009

42. Locating Lost participants

    By alexa, April 30, 2009
    • 8 replies
    • 2.3k views
    • 
    • BG5150
    • April 30, 2009

43. 404(a)(7) - Q&A 9 - DB/DC Deduction Limits

    By carrots, April 27, 2009
    • 7 replies
    • 2k views
    • 
    • Guest
    • April 30, 2009

44. Leased Employees

    By emmetttrudy, April 29, 2009
    • 2 replies
    • 1.1k views
    • 
    • JAY21
    • April 29, 2009

45. Madoff losses on 5500

    By Guest Sus95, April 29, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 29, 2009

46. 401(h) Account

    By Guest mbw, April 29, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 29, 2009

47. March 31, 2009 EP News application

    By Guest Xerxes, April 29, 2009
    • 0 replies
    • 857 views
    • 
    • Guest
    • April 29, 2009

48. 101(f) Annual Funding Notice

    By waid10, April 21, 2009
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 2009

49. ERISA 4010 reporting

    By Gary, March 19, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 28, 2009

50. Quarterly Contributions/2008 Schedule SB

    By JAY21, March 12, 2009
    • 20 replies
    • 3.8k views
    • 
    • Guest
    • April 28, 2009