Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. FT & AFTAP on Sch SB for EOY valuation

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

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

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

3. content needed for a cont. ed. book

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

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

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

5. Non-HCE annuity purchase & AFTAP

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

6. Coverage for small plan

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

7. PBGC

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

8. 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

9. 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

10. 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

11. Employee coverage by name

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

12. Schedule B filing

    By Gary, March 17, 2009
    • 7 replies
    • 1.9k views
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    • Gary
    • March 18, 2009

13. Assumed Rate of Return

    By emmetttrudy, February 12, 2009
    • 8 replies
    • 2.7k views
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    • dmb
    • March 18, 2009

14. 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

15. Benefits, rights and features

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

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

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

17. Annual Funding Notice replaces SAR for Defined Benefit Plans

    By Eve Sav, March 18, 2009
    • 1 reply
    • 1.5k views
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    • Andy the Actuary
    • March 18, 2009

18. Is a lump sum an annuity purchase?

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

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

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

20. What is a Shortfall?

    By Calavera, September 29, 2008
    • 16 replies
    • 4.7k views
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    • Andy the Actuary
    • March 14, 2009

21. 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

22. 2008 Schedule SB

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

23. 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

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

    By Andy the Actuary, February 26, 2009
    • 4 replies
    • 2k views
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    • flosfur
    • March 13, 2009

25. Credit Balance Adjusted by Investment Return

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

26. Benefit Restrictions/Loan

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

27. Burning Carryover Balance

    By Guest TammyS, March 9, 2009
    • 20 replies
    • 4.6k views
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    • Mike Preston
    • March 12, 2009

28. Range Certification

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

29. FAS 158 Accounting small plan

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

30. Unfreezing a DB Plan

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

31. Funding Target Attainment % affects what?

    By flosfur, March 10, 2009
    • 3 replies
    • 1.7k views
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    • Andy the Actuary
    • March 10, 2009

32. EOY Valuation & AFTAP

    By flosfur, March 10, 2009
    • 0 replies
    • 1.1k views
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    • flosfur
    • March 10, 2009

33. Lookback for Cash Balance account hypothetical interest crediting rate

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

34. Would Someone Please Check?

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

35. Annual Funding Notice

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

36. 2009 AFTAP not yet determined

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

37. Madoff impacted plans

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

38. Most valuable accruals

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

39. Increasing Benefits to reduce contribution

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

40. AFTAP

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

41. 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

42. actuarial increase in late retirement

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

43. How Misunderstood Is PPA?

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

44. Cash Balance - Past Service Benefits

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

45. AFTAP and un-paid prior contributions

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

46. Involuntary Cashout; Is this workable?

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

47. 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

48. valuation for a frozen plan

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

49. valuation of interest rate guarantee

    By Guest kishorActuary, February 28, 2009
    • 4 replies
    • 1.2k views
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    • Guest
    • March 3, 2009

50. Beginning of Year Valuation - Ineligibles

    By John Feldt ERPA CPC QPA, March 2, 2009
    • 5 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 2, 2009