Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 2009 AFTAP based on 2008

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

2. AFTAP

   By YankeeFan, March 4, 2009
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • March 6, 2009

3. AFTAP and un-paid prior contributions

   By Rob P, March 4, 2009
   • 1 reply
   • 905 views
   • 
   • Effen
   • March 4, 2009

4. PPA Section 302 (c) Effective Date for Coll. Bargained Plans

   By Guest meeh3704, March 4, 2009
   • 1 reply
   • 1k views
   • 
   • Effen
   • March 4, 2009

5. Involuntary Cashout; Is this workable?

   By AndyH, March 4, 2009
   • 4 replies
   • 1.2k views
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   • Belgarath
   • March 4, 2009

6. actuarial increase in late retirement

   By Guest kishorActuary, March 4, 2009
   • 5 replies
   • 8.2k views
   • 
   • Guest
   • March 5, 2009

7. valuation for a frozen plan

   By abanky, March 3, 2009
   • 1 reply
   • 882 views
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   • Effen
   • March 3, 2009

8. Cash Balance - Past Service Benefits

   By carrots, March 3, 2009
   • 3 replies
   • 1.5k views
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   • JAY21
   • March 4, 2009

9. FAS 88 Settlement

   By ishi, March 2, 2009
   • 7 replies
   • 5.2k views
   • 
   • Guest
   • November 20, 2009

10. Beginning of Year Valuation - Ineligibles

    By John Feldt ERPA CPC QPA, March 2, 2009
    • 5 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 2, 2009

11. AFTAP less than 80%

    By dmb, March 2, 2009
    • 12 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • March 2, 2009

12. Short Plan Year

    By Gary, February 28, 2009
    • 2 replies
    • 1.1k views
    • 
    • Gary
    • March 2, 2009

13. To Burn or Not To Burn, That Is the Question

    By Andy the Actuary, February 28, 2009
    • 0 replies
    • 913 views
    • 
    • Andy the Actuary
    • February 28, 2009

14. valuation of interest rate guarantee

    By Guest kishorActuary, February 28, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 3, 2009

15. How Misunderstood Is PPA?

    By Andy the Actuary, February 27, 2009
    • 1 reply
    • 954 views
    • 
    • Guest
    • March 5, 2009

16. Change of funding method?

    By ScottR, February 27, 2009
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • August 16, 2009

17. Actuarial Equivalence, PPA

    By Guest DBStudentAct, February 27, 2009
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • December 4, 2009

18. 415 Max Lump Sum for Deceased Participant

    By Guest pm01, February 26, 2009
    • 1 reply
    • 1.1k views
    • 
    • David MacLennan
    • February 27, 2009

19. Actual Rate of Return to Apply To PFB, FSCOB

    By Andy the Actuary, February 26, 2009
    • 4 replies
    • 1.9k views
    • 
    • flosfur
    • March 13, 2009

20. Cash Balance-BOY val?

    By Guest Sus95, February 26, 2009
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • March 2, 2009

21. Short PY - Service Credits and S415 $Max

    By flosfur, February 26, 2009
    • 3 replies
    • 921 views
    • 
    • Mike Preston
    • February 26, 2009

22. Short PY & Min/Max contribution under PPA?

    By flosfur, February 26, 2009
    • 1 reply
    • 973 views
    • 
    • FAPInJax
    • February 26, 2009

23. Minimum Contribution in Year of Termination

    By Guest pm01, February 25, 2009
    • 10 replies
    • 1.7k views
    • 
    • david rigby
    • February 26, 2009

24. Rollover of Restricted Payments

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

25. PBGC Coverage Question

    By Medusa, February 24, 2009
    • 5 replies
    • 1.9k views
    • 
    • JAY21
    • February 25, 2009

26. Short Plan Year

    By luissaha, February 24, 2009
    • 10 replies
    • 2.4k views
    • 
    • flosfur
    • February 26, 2009

27. who are participants for purposes of receiving the first annual funding notice no later than 120 days into 2009 (for the 2008 plan/calendar year)

    By gle318612, February 24, 2009
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 24, 2009

28. PPA and End of Year Valuations

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

29. Year of plan termination

    By Penman2006, February 21, 2009
    • 0 replies
    • 869 views
    • 
    • Penman2006
    • February 21, 2009

30. Carryover Balance and Prefunding Balance

    By tuni88, February 21, 2009
    • 1 reply
    • 1.8k views
    • 
    • SoCalActuary
    • February 21, 2009

31. Changing the Subject

    By Gary, February 20, 2009
    • 10 replies
    • 2.1k views
    • 
    • Gary
    • February 26, 2009

32. Restricted Payments

    By AndyH, February 19, 2009
    • 4 replies
    • 2.6k views
    • 
    • AndyH
    • February 23, 2009

33. Required Credit Balance "Burn"

    By JAY21, February 19, 2009
    • 6 replies
    • 2.4k views
    • 
    • JAY21
    • February 20, 2009

34. fasb 158

    By abanky, February 19, 2009
    • 2 replies
    • 1.4k views
    • 
    • abanky
    • February 19, 2009

35. When does a plan become covered by PBGC

    By Guest RBlaine, February 18, 2009
    • 6 replies
    • 2k views
    • 
    • WDIK
    • February 19, 2009

36. Annual Funding Notice

    By FAPInJax, February 18, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 24, 2009

37. Cash Balance Plan

    By JAY21, February 17, 2009
    • 6 replies
    • 2.2k views
    • 
    • AndyH
    • February 18, 2009

38. Waiver of Benefits

    By Gary, February 17, 2009
    • 20 replies
    • 6.7k views
    • 
    • Mike Preston
    • December 23, 2016

39. QOSA

    By Guest meeh3704, February 17, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 17, 2009

40. WRERA Amendment

    By Dougsbpc, February 17, 2009
    • 6 replies
    • 3.1k views
    • 
    • SoCalActuary
    • February 17, 2009

41. Cash Balance as Super Profit Sharing Plan

    By carrots, February 16, 2009
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • February 16, 2009

42. First Year Cash Balance Contribution

    By Penman2006, February 13, 2009
    • 2 replies
    • 993 views
    • 
    • Penman2006
    • February 14, 2009

43. Funding Based Limitations on Distributions: Notice

    By Guest bobolink, February 13, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 13, 2009

44. Sungard Relius Annual Notice

    By Andy the Actuary, February 13, 2009
    • 0 replies
    • 900 views
    • 
    • Andy the Actuary
    • February 13, 2009

45. PPA Mortality Tables at High Ages

    By emmetttrudy, February 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 13, 2009

46. Plan Freeze

    By Gary, February 12, 2009
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • February 23, 2009

47. 2009 RMDs

    By Gary, February 12, 2009
    • 3 replies
    • 986 views
    • 
    • Mike Preston
    • February 26, 2009

48. Assumed Rate of Return

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

49. Model Funding Notice

    By Effen, February 11, 2009
    • 7 replies
    • 1.4k views
    • 
    • JAY21
    • February 13, 2009

50. PPA funding calculations

    By flosfur, February 10, 2009
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 12, 2009