Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Cash Balance Plan

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

2. WRERA Amendment

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

3. QOSA

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

4. Cash Balance as Super Profit Sharing Plan

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

5. First Year Cash Balance Contribution

   By Penman2006, February 13, 2009
   • 2 replies
   • 1k views
   • 
   • Penman2006
   • February 14, 2009

6. Funding Based Limitations on Distributions: Notice

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

7. IAS 19 HELP!

   By Guest GMP, February 10, 2009
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • February 13, 2009

8. DB/DC Combo - 5% to 7.5% Gateway

   By John Feldt ERPA CPC QPA, June 5, 2008
   • 6 replies
   • 4k views
   • 
   • Guest
   • February 13, 2009

9. Model Funding Notice

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

10. Sungard Relius Annual Notice

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

11. PPA Mortality Tables at High Ages

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

12. Actuarial Resources

    By WDIK, February 6, 2009
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • February 12, 2009

13. PPA funding calculations

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

14. 2008 Valuation

    By goldtpa, February 2, 2009
    • 4 replies
    • 1.2k views
    • 
    • goldtpa
    • February 12, 2009

15. Plan Terminations and AFTAP

    By Guest Jcarolan, October 31, 2008
    • 7 replies
    • 3.5k views
    • 
    • JAY21
    • February 11, 2009

16. PPA 06 Funding Method

    By JAY21, February 5, 2009
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • February 10, 2009

17. How much does an actuary cost? Is this reasonable?

    By tuni88, February 5, 2009
    • 7 replies
    • 18.1k views
    • 
    • Ron Snyder
    • February 9, 2009

18. DB/DC Combo (Floor/Offset Arrangement)

    By Guest DBAnalyst123, February 6, 2009
    • 7 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 9, 2009

19. PPA Funding

    By Guest DBAnalyst123, February 6, 2009
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • February 6, 2009

20. terminating plan - election form content and timing question

    By mariemonroe, February 6, 2009
    • 5 replies
    • 2k views
    • 
    • Effen
    • February 6, 2009

21. Pension for sole proprietor

    By Gary, December 19, 2008
    • 7 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • February 5, 2009

22. PPA Defined Benefit Plan Pension Statement

    By Andy the Actuary, October 22, 2008
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • February 5, 2009

23. Combined Plans - Cross Testing, Permitted Disparity

    By Gary, February 3, 2009
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 5, 2009

24. Brain Cramp - AFTAP and Shortfall Amortization

    By mwyatt, February 4, 2009
    • 4 replies
    • 2k views
    • 
    • Andy the Actuary
    • February 5, 2009

25. 2009 Contributions in 2008?

    By emmetttrudy, February 4, 2009
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • February 5, 2009

26. Quarterly contributions

    By FAPInJax, January 29, 2009
    • 3 replies
    • 1.2k views
    • 
    • ScottR
    • February 5, 2009

27. PPA Minimum Funding

    By Gary, January 23, 2009
    • 11 replies
    • 2.5k views
    • 
    • ScottR
    • February 5, 2009

28. 60-Day Notice of Intent to Terminate

    By Andy the Actuary, November 10, 2008
    • 9 replies
    • 3k views
    • 
    • Andy the Actuary
    • February 4, 2009

29. Datair Question

    By Andy the Actuary, February 3, 2009
    • 5 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • February 3, 2009

30. 2008 Schedule SB Instructions?

    By carrots, February 3, 2009
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • February 3, 2009

31. Monthly Yield Curve tables

    By david rigby, February 3, 2009
    • 0 replies
    • 957 views
    • 
    • david rigby
    • February 3, 2009

32. WRERA You Thinking the Same Way I Am?

    By Andy the Actuary, February 2, 2009
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • February 3, 2009

33. Transitioanl Segment Rates for Valuation

    By flosfur, February 2, 2009
    • 1 reply
    • 844 views
    • 
    • SoCalActuary
    • February 2, 2009

34. Merger of Plans: Fiduciary Issues

    By Guest Yanks23, February 2, 2009
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • February 2, 2009

35. Actuarial Equivalence

    By Penman2006, January 29, 2009
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 29, 2009

36. GASB 27 - short fiscal year

    By Guest KennyH, January 29, 2009
    • 1 reply
    • 872 views
    • 
    • david rigby
    • January 29, 2009

37. IRS Determination of DB plan

    By Gary, January 28, 2009
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • January 28, 2009

38. Obama Will Not Let PBGC Go Bankrupt

    By goldtpa, January 24, 2009
    • 27 replies
    • 4.4k views
    • 
    • SoCalActuary
    • January 28, 2009

39. TPA missed the 10/1/08 AFTAP certification date.

    By Guest GMP, January 19, 2009
    • 9 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • January 28, 2009

40. PPA Benefit Restrictions

    By Guest joe9pension, January 28, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 2009

41. AFTAP -- The Substitution Game -- WRERA

    By Andy the Actuary, January 21, 2009
    • 11 replies
    • 1.9k views
    • 
    • tymesup
    • January 27, 2009

42. Datair

    By Andy the Actuary, January 27, 2009
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • January 27, 2009

43. QOSA Contracts for Terminated Plans

    By Guest MAO, January 26, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • January 27, 2009

44. Asset Smoothing

    By ubermax, December 24, 2008
    • 6 replies
    • 2.5k views
    • 
    • david rigby
    • January 26, 2009

45. Use of Credit Balances

    By Dougsbpc, January 26, 2009
    • 2 replies
    • 1k views
    • 
    • Penman2006
    • January 26, 2009

46. AFTAP - One Person Plan

    By Andy the Actuary, January 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 22, 2009

47. Top Heavy Determination

    By Medusa, January 21, 2009
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • January 22, 2009

48. Average benefit % of General Test and 401(k)

    By flosfur, October 3, 2008
    • 8 replies
    • 3.9k views
    • 
    • AndyH
    • January 21, 2009

49. Plan Termination - annuities

    By Guest joe22, November 3, 2008
    • 14 replies
    • 5.5k views
    • 
    • Guest
    • January 21, 2009

50. New Plan AFTAP

    By Guest DBAnalyst123, January 20, 2009
    • 6 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • January 21, 2009