Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 436 Notice Required?

   By Penman2006, April 14, 2009
   • 6 replies
   • 1.6k views
   • 
   • tymesup
   • April 15, 2009

2. Amending to remove COLAs

   By Guest erepper, April 14, 2009
   • 2 replies
   • 1k views
   • 
   • david rigby
   • April 14, 2009

3. PBGC Premium Cap

   By Guest Deflector, April 13, 2009
   • 1 reply
   • 1.4k views
   • 
   • zimbo
   • April 13, 2009

4. waiver of accrued benefit

   By Guest lip, April 12, 2009
   • 2 replies
   • 1.2k views
   • 
   • ScottR
   • April 16, 2009

5. Eliminating Lump Sum Option

   By Andy the Actuary, April 12, 2009
   • 12 replies
   • 2.1k views
   • 
   • Andy the Actuary
   • April 16, 2009

6. PBGC Premiums for 1st year filing

   By jkdoll2, April 10, 2009
   • 5 replies
   • 2.3k views
   • 
   • John Feldt ERPA CPC QPA
   • April 16, 2009

7. Treatment of Funding Deficiency

   By AndyH, April 10, 2009
   • 14 replies
   • 3k views
   • 
   • dmb
   • June 30, 2009

8. Former HCE

   By Andy the Actuary, April 10, 2009
   • 8 replies
   • 1.5k views
   • 
   • Andy the Actuary
   • April 20, 2009

9. Restricted Benefits and Alternate Payees

   By davef, April 9, 2009
   • 16 replies
   • 2.8k views
   • 
   • davef
   • April 13, 2009

10. Selecting Worst Interest Scenario

    By Andy the Actuary, April 9, 2009
    • 7 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 14, 2009

11. Remove Lump Sum Distributions from DB Plan

    By 12AX7, April 9, 2009
    • 4 replies
    • 1.1k views
    • 
    • 12AX7
    • April 9, 2009

12. 1st year Cash Balance Plan

    By jkdoll2, April 9, 2009
    • 15 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2009

13. Lump Sum restriction for top 25 ?

    By Guest DBPension, April 8, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 9, 2009

14. Non discrimination testing

    By Gary, April 7, 2009
    • 0 replies
    • 908 views
    • 
    • Gary
    • April 7, 2009

15. yield curve & election months

    By HiVi, April 7, 2009
    • 5 replies
    • 1.5k views
    • 
    • HiVi
    • April 16, 2009

16. Soc. Sec. Level Income Option

    By Penman2006, April 7, 2009
    • 2 replies
    • 2.1k views
    • 
    • SoCalActuary
    • April 7, 2009

17. Purchase of Life Insurance Policy

    By bzorc, April 7, 2009
    • 0 replies
    • 797 views
    • 
    • bzorc
    • April 7, 2009

18. PBGC premium filing

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

19. Plan Loans

    By Gary, April 7, 2009
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • April 7, 2009

20. More Annual Funding Notice

    By dmb, April 6, 2009
    • 15 replies
    • 1.9k views
    • 
    • Guest
    • April 9, 2009

21. Questions for 2008 Valuation

    By Guest naveen, April 6, 2009
    • 1 reply
    • 920 views
    • 
    • Guest
    • April 7, 2009

22. Lump Sum Under $5,000

    By Dougsbpc, April 3, 2009
    • 1 reply
    • 2.3k views
    • 
    • Mike Preston
    • April 3, 2009

23. MV Yield Calculation

    By david rigby, April 3, 2009
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • May 7, 2010

24. Recapture of AFTAP-restricted lump sum ?

    By Guest DBPension, April 3, 2009
    • 2 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 4, 2009

25. Any EA Conference News?

    By AndyH, April 2, 2009
    • 16 replies
    • 2.1k views
    • 
    • Mike Preston
    • April 4, 2009

26. Plan obligations on 2009 Lump Sum Restrictions

    By Guest DBPension, April 2, 2009
    • 3 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 2, 2009

27. Mortality Table Election

    By Andy the Actuary, April 2, 2009
    • 2 replies
    • 952 views
    • 
    • Andy the Actuary
    • April 2, 2009

28. Quicky est. of the 2009 AFTAP

    By Guest DBPension, April 2, 2009
    • 3 replies
    • 908 views
    • 
    • Andy the Actuary
    • April 2, 2009

29. excise tax due while funding waiver application is pending?

    By Guest Mariner, April 1, 2009
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • April 1, 2009

30. Online source for 2008 Plan AFTAPs ?

    By Guest DBPension, March 31, 2009
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • April 2, 2009

31. PBGC Annual Funding Notice

    By JAY21, March 30, 2009
    • 0 replies
    • 1k views
    • 
    • JAY21
    • March 30, 2009

32. Trigger for Lump Sum Payout Restriction

    By Guest DBPension, March 30, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 2, 2009

33. Annual Funding Notice for Terminated Plan

    By Guest TammyS, March 30, 2009
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • March 31, 2009

34. Amendment language to freeze

    By Trekker, March 30, 2009
    • 2 replies
    • 1.7k views
    • 
    • Trekker
    • March 30, 2009

35. Revised Annual Funding Notice

    By Just Me, March 30, 2009
    • 2 replies
    • 1.1k views
    • 
    • JAY21
    • April 1, 2009

36. SPD Question

    By Guest lbz123, March 30, 2009
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • April 2, 2009

37. I didn't fund my Keough Money Purchase 2003-2006

    By Guest Dboy, March 29, 2009
    • 3 replies
    • 937 views
    • 
    • K2retire
    • March 30, 2009

38. Annual Funding Notice

    By Guest pcohen, March 27, 2009
    • 0 replies
    • 987 views
    • 
    • Guest
    • March 27, 2009

39. Benefit Restrictions

    By Effen, March 27, 2009
    • 6 replies
    • 2.1k views
    • 
    • HiVi
    • June 9, 2009

40. So, what is paid?

    By Andy the Actuary, March 26, 2009
    • 9 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • April 2, 2009

41. Restriction on lump sums

    By Medusa, March 26, 2009
    • 1 reply
    • 959 views
    • 
    • Andy the Actuary
    • March 26, 2009

42. Change from BOY val to EOY Val Date

    By JAY21, March 26, 2009
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • March 26, 2009

43. Additional Funding Relief

    By dmb, March 26, 2009
    • 1 reply
    • 847 views
    • 
    • Effen
    • March 26, 2009

44. First year deduction

    By John Feldt ERPA CPC QPA, March 26, 2009
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • July 10, 2009

45. large plan valuations administration

    By Guest lip, March 26, 2009
    • 10 replies
    • 1.7k views
    • 
    • Ron Snyder
    • April 8, 2009

46. funding notice/plan terminated

    By Guest Sus95, March 25, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • March 25, 2009

47. Terminating Plan maximum contribution

    By Guest RBlaine, March 25, 2009
    • 0 replies
    • 840 views
    • 
    • Guest
    • March 25, 2009

48. PBGC Premium Payment Logistics

    By Medusa, March 25, 2009
    • 13 replies
    • 1.9k views
    • 
    • Medusa
    • March 26, 2009

49. DB Investment Policy Statements

    By Guest MikeAIGFA, March 25, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • April 2, 2009

50. Freeze Current DB Plan / Start 401k Plan

    By tuni88, March 25, 2009
    • 4 replies
    • 1.6k views
    • 
    • SoCalActuary
    • March 26, 2009