Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Soc. Sec. Level Income Option

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

2. Non discrimination testing

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

3. Questions for 2008 Valuation

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

4. Purchase of Life Insurance Policy

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

5. Plan Loans

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

6. Excise Tax Primer

   By Guest RBlaine, March 17, 2009
   • 7 replies
   • 1.5k views
   • 
   • Guest
   • April 5, 2009

7. Recapture of AFTAP-restricted lump sum ?

   By Guest DBPension, April 3, 2009
   • 2 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • April 4, 2009

8. Any EA Conference News?

   By AndyH, April 2, 2009
   • 16 replies
   • 2.2k views
   • 
   • Mike Preston
   • April 4, 2009

9. Lump Sum Under $5,000

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

10. Plan obligations on 2009 Lump Sum Restrictions

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

11. So, what is paid?

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

12. Mortality Table Election

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

13. Trigger for Lump Sum Payout Restriction

    By Guest DBPension, March 30, 2009
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 2, 2009

14. SPD Question

    By Guest lbz123, March 30, 2009
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • April 2, 2009

15. Quicky est. of the 2009 AFTAP

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

16. DB Investment Policy Statements

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

17. Professional Ethics

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

18. Online source for 2008 Plan AFTAPs ?

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

19. Revised Annual Funding Notice

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

20. 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

21. Annual Funding Notice for Terminated Plan

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

22. PBGC Annual Funding Notice

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

23. Amendment language to freeze

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

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

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

25. 2009 AFTAP based on 2008

    By Guest Xerxes, March 4, 2009
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 27, 2009

26. Annual Funding Notice

    By Guest pcohen, March 27, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 27, 2009

27. Valuation of Alternative Investments

    By Guest rtdryer, March 19, 2009
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • March 27, 2009

28. Calculating Restricted Amount

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

29. Restriction on lump sums

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

30. Change from BOY val to EOY Val Date

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

31. Additional Funding Relief

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

32. Elimination of Reporting Waiver for Missed Quarterlies

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

33. Freeze Current DB Plan / Start 401k Plan

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

34. PBGC Premium Payment Logistics

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

35. funding notice/plan terminated

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

36. PPA and End of Year Valuations

    By mwyatt, February 23, 2009
    • 4 replies
    • 1.4k views
    • 
    • tymesup
    • March 25, 2009

37. Rollover of Restricted Payments

    By Andy the Actuary, February 24, 2009
    • 2 replies
    • 1.4k views
    • 
    • tymesup
    • March 25, 2009

38. Terminating Plan maximum contribution

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

39. Annuity Contract

    By Penman2006, January 6, 2009
    • 13 replies
    • 2.7k views
    • 
    • AndyH
    • March 25, 2009

40. Defined Benefit Plan

    By Guest Buzzman, March 24, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • March 25, 2009

41. Restricted Benefit Payments and QDRO

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

42. DB RFP Template Needed

    By Guest NJ-Center of the Universe, March 24, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 24, 2009

43. 415 Limitation

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

44. FT & AFTAP on Sch SB for EOY valuation

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

45. 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

46. content needed for a cont. ed. book

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

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

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

48. Non-HCE annuity purchase & AFTAP

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

49. Coverage for small plan

    By Gary, March 19, 2009
    • 5 replies
    • 1.2k views
    • 
    • rcline46
    • March 20, 2009

50. PBGC

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