Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

1. Valuation of Alternative Investments

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

2. Calculating Restricted Amount

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

3. Restriction on lump sums

   By Medusa, March 26, 2009
   • 1 reply
   • 1.1k views
   • 
   • Andy the Actuary
   • March 26, 2009

4. Change from BOY val to EOY Val Date

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

5. Additional Funding Relief

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

6. Elimination of Reporting Waiver for Missed Quarterlies

   By Andy the Actuary, March 23, 2009
   • 9 replies
   • 1.6k views
   • 
   • AndyH
   • March 26, 2009

7. Freeze Current DB Plan / Start 401k Plan

   By tuni88, March 25, 2009
   • 4 replies
   • 1.7k views
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   • SoCalActuary
   • March 26, 2009

8. PBGC Premium Payment Logistics

   By Medusa, March 25, 2009
   • 13 replies
   • 2.2k views
   • 
   • Medusa
   • March 26, 2009

9. funding notice/plan terminated

   By Guest Sus95, March 25, 2009
   • 3 replies
   • 1.3k views
   • 
   • david rigby
   • March 25, 2009

10. PPA and End of Year Valuations

    By mwyatt, February 23, 2009
    • 4 replies
    • 1.6k views
    • 
    • tymesup
    • March 25, 2009

11. Rollover of Restricted Payments

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

12. Terminating Plan maximum contribution

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

13. Annuity Contract

    By Penman2006, January 6, 2009
    • 13 replies
    • 3k views
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    • AndyH
    • March 25, 2009

14. Defined Benefit Plan

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

15. Restricted Benefit Payments and QDRO

    By Dougsbpc, March 25, 2009
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • March 25, 2009

16. DB RFP Template Needed

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

17. 415 Limitation

    By Guest Sieve, March 17, 2009
    • 3 replies
    • 1.3k views
    • 
    • eeyore
    • March 24, 2009

18. FT & AFTAP on Sch SB for EOY valuation

    By flosfur, March 24, 2009
    • 0 replies
    • 1k views
    • 
    • flosfur
    • March 24, 2009

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

    By gle318612, March 24, 2009
    • 0 replies
    • 1.3k views
    • 
    • gle318612
    • March 24, 2009

20. content needed for a cont. ed. book

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

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

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

22. Non-HCE annuity purchase & AFTAP

    By Guest Linda B, March 20, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 20, 2009

23. Coverage for small plan

    By Gary, March 19, 2009
    • 5 replies
    • 1.3k views
    • 
    • rcline46
    • March 20, 2009

24. PBGC

    By Randy Watson, March 19, 2009
    • 5 replies
    • 1.6k views
    • 
    • rcline46
    • March 20, 2009

25. Form 990 - Return for Tax Exempt Organization

    By dmb, March 19, 2009
    • 0 replies
    • 1.3k views
    • 
    • dmb
    • March 19, 2009

26. 2009 AFTAP and reducing balances to avoid restrictions

    By Guest TammyS, March 16, 2009
    • 12 replies
    • 2.2k views
    • 
    • Guest
    • March 19, 2009

27. Surviving Spouse - QPSA - payout timing

    By Guest ebailey, March 19, 2009
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • March 19, 2009

28. Employee coverage by name

    By flosfur, March 18, 2009
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • March 19, 2009

29. Schedule B filing

    By Gary, March 17, 2009
    • 7 replies
    • 2k views
    • 
    • Gary
    • March 18, 2009

30. Assumed Rate of Return

    By emmetttrudy, February 12, 2009
    • 8 replies
    • 2.8k views
    • 
    • dmb
    • March 18, 2009

31. Plan Assets used to pay self correction expenses

    By Guest ccl, March 17, 2009
    • 4 replies
    • 1.8k views
    • 
    • Everett Moreland
    • March 18, 2009

32. Benefits, rights and features

    By FAPInJax, March 18, 2009
    • 0 replies
    • 1.2k views
    • 
    • FAPInJax
    • March 18, 2009

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

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

34. Annual Funding Notice replaces SAR for Defined Benefit Plans

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

35. Is a lump sum an annuity purchase?

    By tuni88, March 17, 2009
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • March 18, 2009

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

    By emmetttrudy, March 16, 2009
    • 2 replies
    • 1k views
    • 
    • carrots
    • March 16, 2009

37. What is a Shortfall?

    By Calavera, September 29, 2008
    • 16 replies
    • 5k views
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    • Andy the Actuary
    • March 14, 2009

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

    By carrots, March 10, 2009
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 13, 2009

39. 2008 Schedule SB

    By mwyatt, March 13, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • March 13, 2009

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

    By flosfur, March 12, 2009
    • 7 replies
    • 1.4k views
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    • david rigby
    • March 13, 2009

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

    By Andy the Actuary, February 26, 2009
    • 4 replies
    • 2.1k views
    • 
    • flosfur
    • March 13, 2009

42. Credit Balance Adjusted by Investment Return

    By Guest DCquestioner, March 12, 2009
    • 1 reply
    • 1.1k views
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    • Andy the Actuary
    • March 12, 2009

43. Benefit Restrictions/Loan

    By Guest Sus95, March 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • March 12, 2009

44. Burning Carryover Balance

    By Guest TammyS, March 9, 2009
    • 20 replies
    • 4.9k views
    • 
    • Mike Preston
    • March 12, 2009

45. Range Certification

    By Andy the Actuary, March 11, 2009
    • 4 replies
    • 4.8k views
    • 
    • Andy the Actuary
    • March 12, 2009

46. FAS 158 Accounting small plan

    By HiVi, March 11, 2009
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • March 12, 2009

47. Unfreezing a DB Plan

    By emmetttrudy, March 11, 2009
    • 1 reply
    • 1.6k views
    • 
    • JAY21
    • March 11, 2009

48. Funding Target Attainment % affects what?

    By flosfur, March 10, 2009
    • 3 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • March 10, 2009

49. EOY Valuation & AFTAP

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

50. Lookback for Cash Balance account hypothetical interest crediting rate

    By John Feldt ERPA CPC QPA, March 6, 2009
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • March 9, 2009