Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Form 990 - Return for Tax Exempt Organization

   By dmb, March 19, 2009
   • 0 replies
   • 1.2k views
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   • dmb
   • March 19, 2009

2. 2009 AFTAP and reducing balances to avoid restrictions

   By Guest TammyS, March 16, 2009
   • 12 replies
   • 2.1k views
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   • Guest
   • March 19, 2009

3. Surviving Spouse - QPSA - payout timing

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

4. Employee coverage by name

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

5. Schedule B filing

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

6. Assumed Rate of Return

   By emmetttrudy, February 12, 2009
   • 8 replies
   • 2.6k views
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   • dmb
   • March 18, 2009

7. Plan Assets used to pay self correction expenses

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

8. Benefits, rights and features

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

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

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

10. Annual Funding Notice replaces SAR for Defined Benefit Plans

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

11. Is a lump sum an annuity purchase?

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

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

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

13. What is a Shortfall?

    By Calavera, September 29, 2008
    • 16 replies
    • 4.5k views
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    • Andy the Actuary
    • March 14, 2009

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

    By carrots, March 10, 2009
    • 5 replies
    • 1.7k views
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    • Blinky the 3-eyed Fish
    • March 13, 2009

15. 2008 Schedule SB

    By mwyatt, March 13, 2009
    • 4 replies
    • 1.1k views
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    • Guest
    • March 13, 2009

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

    By flosfur, March 12, 2009
    • 7 replies
    • 1.3k views
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    • david rigby
    • March 13, 2009

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

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

18. Credit Balance Adjusted by Investment Return

    By Guest DCquestioner, March 12, 2009
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • March 12, 2009

19. Benefit Restrictions/Loan

    By Guest Sus95, March 12, 2009
    • 2 replies
    • 1.1k views
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    • Kevin C
    • March 12, 2009

20. Burning Carryover Balance

    By Guest TammyS, March 9, 2009
    • 20 replies
    • 4.5k views
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    • Mike Preston
    • March 12, 2009

21. Range Certification

    By Andy the Actuary, March 11, 2009
    • 4 replies
    • 4.5k views
    • 
    • Andy the Actuary
    • March 12, 2009

22. FAS 158 Accounting small plan

    By HiVi, March 11, 2009
    • 6 replies
    • 1.3k views
    • 
    • david rigby
    • March 12, 2009

23. Unfreezing a DB Plan

    By emmetttrudy, March 11, 2009
    • 1 reply
    • 1.5k views
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    • JAY21
    • March 11, 2009

24. Funding Target Attainment % affects what?

    By flosfur, March 10, 2009
    • 3 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • March 10, 2009

25. EOY Valuation & AFTAP

    By flosfur, March 10, 2009
    • 0 replies
    • 1k views
    • 
    • flosfur
    • March 10, 2009

26. Lookback for Cash Balance account hypothetical interest crediting rate

    By John Feldt ERPA CPC QPA, March 6, 2009
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • March 9, 2009

27. Would Someone Please Check?

    By Andy the Actuary, March 8, 2009
    • 2 replies
    • 1k views
    • 
    • Andy the Actuary
    • March 9, 2009

28. Annual Funding Notice

    By Andy the Actuary, March 8, 2009
    • 0 replies
    • 886 views
    • 
    • Andy the Actuary
    • March 8, 2009

29. 2009 AFTAP not yet determined

    By tuni88, March 6, 2009
    • 6 replies
    • 1.7k views
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    • tuni88
    • March 7, 2009

30. Madoff impacted plans

    By mwyatt, March 6, 2009
    • 3 replies
    • 1.1k views
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    • mwyatt
    • March 7, 2009

31. Most valuable accruals

    By FAPInJax, March 6, 2009
    • 0 replies
    • 885 views
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    • FAPInJax
    • March 6, 2009

32. Increasing Benefits to reduce contribution

    By Guest RBlaine, March 5, 2009
    • 4 replies
    • 1.1k views
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    • Guest
    • March 6, 2009

33. AFTAP

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

34. Lump Sum restrictions in plan with employee conts.

    By Guest Xerxes, March 5, 2009
    • 1 reply
    • 1.3k views
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    • Andy the Actuary
    • March 5, 2009

35. actuarial increase in late retirement

    By Guest kishorActuary, March 4, 2009
    • 5 replies
    • 8.4k views
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    • Guest
    • March 5, 2009

36. How Misunderstood Is PPA?

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

37. Cash Balance - Past Service Benefits

    By carrots, March 3, 2009
    • 3 replies
    • 1.6k views
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    • JAY21
    • March 4, 2009

38. AFTAP and un-paid prior contributions

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

39. Involuntary Cashout; Is this workable?

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

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

    By Guest meeh3704, March 4, 2009
    • 1 reply
    • 1.1k views
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    • Effen
    • March 4, 2009

41. valuation for a frozen plan

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

42. valuation of interest rate guarantee

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

43. 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

44. AFTAP less than 80%

    By dmb, March 2, 2009
    • 12 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • March 2, 2009

45. Short Plan Year

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

46. Reducing FSCOB to avoid next year quarterly

    By Guest RBlaine, December 29, 2008
    • 13 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • March 2, 2009

47. Cash Balance-BOY val?

    By Guest Sus95, February 26, 2009
    • 7 replies
    • 2.3k views
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    • Mike Preston
    • March 2, 2009

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

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

49. 415 Max Lump Sum for Deceased Participant

    By Guest pm01, February 26, 2009
    • 1 reply
    • 1.2k views
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    • David MacLennan
    • February 27, 2009

50. Short PY - Service Credits and S415 $Max

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