Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Professional Ethics

   By Andy the Actuary, March 19, 2009
   • 9 replies
   • 1.8k views
   • 
   • Andy the Actuary
   • April 2, 2009

2. Online source for 2008 Plan AFTAPs ?

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

3. Revised Annual Funding Notice

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

4. 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

5. Annual Funding Notice for Terminated Plan

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

6. PBGC Annual Funding Notice

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

7. Amendment language to freeze

   By Trekker, March 30, 2009
   • 2 replies
   • 1.8k views
   • 
   • Trekker
   • March 30, 2009

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

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

9. 2009 AFTAP based on 2008

   By Guest Xerxes, March 4, 2009
   • 9 replies
   • 1.8k views
   • 
   • Mike Preston
   • March 27, 2009

10. Annual Funding Notice

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

11. Valuation of Alternative Investments

    By Guest rtdryer, March 19, 2009
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • March 27, 2009

12. Calculating Restricted Amount

    By Andy the Actuary, March 5, 2009
    • 1 reply
    • 878 views
    • 
    • tymesup
    • March 26, 2009

13. Restriction on lump sums

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

14. Change from BOY val to EOY Val Date

    By JAY21, March 26, 2009
    • 0 replies
    • 1.2k views
    • 
    • JAY21
    • March 26, 2009

15. Additional Funding Relief

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

16. Elimination of Reporting Waiver for Missed Quarterlies

    By Andy the Actuary, March 23, 2009
    • 9 replies
    • 1.4k views
    • 
    • AndyH
    • March 26, 2009

17. Freeze Current DB Plan / Start 401k Plan

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

18. PBGC Premium Payment Logistics

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

19. funding notice/plan terminated

    By Guest Sus95, March 25, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • March 25, 2009

20. PPA and End of Year Valuations

    By mwyatt, February 23, 2009
    • 4 replies
    • 1.3k views
    • 
    • tymesup
    • March 25, 2009

21. Rollover of Restricted Payments

    By Andy the Actuary, February 24, 2009
    • 2 replies
    • 1.3k views
    • 
    • tymesup
    • March 25, 2009

22. Terminating Plan maximum contribution

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

23. Annuity Contract

    By Penman2006, January 6, 2009
    • 13 replies
    • 2.6k views
    • 
    • AndyH
    • March 25, 2009

24. Defined Benefit Plan

    By Guest Buzzman, March 24, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 25, 2009

25. Restricted Benefit Payments and QDRO

    By Dougsbpc, March 25, 2009
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • March 25, 2009

26. DB RFP Template Needed

    By Guest NJ-Center of the Universe, March 24, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 24, 2009

27. 415 Limitation

    By Guest Sieve, March 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • eeyore
    • March 24, 2009

28. FT & AFTAP on Sch SB for EOY valuation

    By flosfur, March 24, 2009
    • 0 replies
    • 927 views
    • 
    • flosfur
    • March 24, 2009

29. Correction for not timely starting required minimum distributions on an active employee

    By gle318612, March 24, 2009
    • 0 replies
    • 1.2k views
    • 
    • gle318612
    • March 24, 2009

30. content needed for a cont. ed. book

    By Guest lawallach, March 21, 2009
    • 0 replies
    • 809 views
    • 
    • Guest
    • March 21, 2009

31. DB/DC Combo Sponsored by LLC with Employees Post-PPA

    By Guest Jcarolan, March 20, 2009
    • 1 reply
    • 920 views
    • 
    • mwyatt
    • March 21, 2009

32. Non-HCE annuity purchase & AFTAP

    By Guest Linda B, March 20, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 20, 2009

33. Coverage for small plan

    By Gary, March 19, 2009
    • 5 replies
    • 1.1k views
    • 
    • rcline46
    • March 20, 2009

34. PBGC

    By Randy Watson, March 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • March 20, 2009

35. Form 990 - Return for Tax Exempt Organization

    By dmb, March 19, 2009
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • March 19, 2009

36. 2009 AFTAP and reducing balances to avoid restrictions

    By Guest TammyS, March 16, 2009
    • 12 replies
    • 2k views
    • 
    • Guest
    • March 19, 2009

37. Surviving Spouse - QPSA - payout timing

    By Guest ebailey, March 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • March 19, 2009

38. Employee coverage by name

    By flosfur, March 18, 2009
    • 1 reply
    • 911 views
    • 
    • Effen
    • March 19, 2009

39. Schedule B filing

    By Gary, March 17, 2009
    • 7 replies
    • 1.8k views
    • 
    • Gary
    • March 18, 2009

40. Assumed Rate of Return

    By emmetttrudy, February 12, 2009
    • 8 replies
    • 2.5k views
    • 
    • dmb
    • March 18, 2009

41. Plan Assets used to pay self correction expenses

    By Guest ccl, March 17, 2009
    • 4 replies
    • 1.6k views
    • 
    • Everett Moreland
    • March 18, 2009

42. Benefits, rights and features

    By FAPInJax, March 18, 2009
    • 0 replies
    • 1.1k views
    • 
    • FAPInJax
    • March 18, 2009

43. Code S404(a)(3)(A)(iii) - Certain Retirement Plans?

    By flosfur, March 18, 2009
    • 0 replies
    • 738 views
    • 
    • flosfur
    • March 18, 2009

44. Annual Funding Notice replaces SAR for Defined Benefit Plans

    By Eve Sav, March 18, 2009
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • March 18, 2009

45. Is a lump sum an annuity purchase?

    By tuni88, March 17, 2009
    • 3 replies
    • 1k views
    • 
    • AndyH
    • March 18, 2009

46. DB/DC Deductible Limit for a one person plan

    By emmetttrudy, March 16, 2009
    • 2 replies
    • 954 views
    • 
    • carrots
    • March 16, 2009

47. What is a Shortfall?

    By Calavera, September 29, 2008
    • 16 replies
    • 4.4k views
    • 
    • Andy the Actuary
    • March 14, 2009

48. Cash Balance - IRC 430(h)(4)(B) leeway

    By carrots, March 10, 2009
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 13, 2009

49. 2008 Schedule SB

    By mwyatt, March 13, 2009
    • 4 replies
    • 1k views
    • 
    • Guest
    • March 13, 2009

50. Section 430(f)(8) - Adjustment for Investment Experience

    By flosfur, March 12, 2009
    • 7 replies
    • 1.2k views
    • 
    • david rigby
    • March 13, 2009