Defined Benefit Plans, Including Cash Balance

7,212 topics in this forum

1. EOY Valuation & AFTAP

   By flosfur, March 10, 2009
   • 0 replies
   • 1.2k views
   • 
   • flosfur
   • March 10, 2009

2. Lookback for Cash Balance account hypothetical interest crediting rate

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

3. Would Someone Please Check?

   By Andy the Actuary, March 8, 2009
   • 2 replies
   • 1.2k views
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   • Andy the Actuary
   • March 9, 2009

4. Annual Funding Notice

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

5. 2009 AFTAP not yet determined

   By tuni88, March 6, 2009
   • 6 replies
   • 1.9k views
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   • tuni88
   • March 7, 2009

6. Madoff impacted plans

   By mwyatt, March 6, 2009
   • 3 replies
   • 1.3k views
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   • mwyatt
   • March 7, 2009

7. Most valuable accruals

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

8. Increasing Benefits to reduce contribution

   By Guest RBlaine, March 5, 2009
   • 4 replies
   • 1.2k views
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   • Guest
   • March 6, 2009

9. AFTAP

   By YankeeFan, March 4, 2009
   • 1 reply
   • 1.7k views
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   • Guest
   • March 6, 2009

10. Lump Sum restrictions in plan with employee conts.

    By Guest Xerxes, March 5, 2009
    • 1 reply
    • 1.5k views
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    • Andy the Actuary
    • March 5, 2009

11. actuarial increase in late retirement

    By Guest kishorActuary, March 4, 2009
    • 5 replies
    • 8.7k views
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    • Guest
    • March 5, 2009

12. How Misunderstood Is PPA?

    By Andy the Actuary, February 27, 2009
    • 1 reply
    • 1.1k views
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    • Guest
    • March 5, 2009

13. Cash Balance - Past Service Benefits

    By carrots, March 3, 2009
    • 3 replies
    • 1.7k views
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    • JAY21
    • March 4, 2009

14. AFTAP and un-paid prior contributions

    By Rob P, March 4, 2009
    • 1 reply
    • 1.1k views
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    • Effen
    • March 4, 2009

15. Involuntary Cashout; Is this workable?

    By AndyH, March 4, 2009
    • 4 replies
    • 1.3k views
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    • Belgarath
    • March 4, 2009

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

    By Guest meeh3704, March 4, 2009
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • March 4, 2009

17. valuation for a frozen plan

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

18. valuation of interest rate guarantee

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

19. Beginning of Year Valuation - Ineligibles

    By John Feldt ERPA CPC QPA, March 2, 2009
    • 5 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 2, 2009

20. AFTAP less than 80%

    By dmb, March 2, 2009
    • 12 replies
    • 3.1k views
    • 
    • Andy the Actuary
    • March 2, 2009

21. Short Plan Year

    By Gary, February 28, 2009
    • 2 replies
    • 1.3k views
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    • Gary
    • March 2, 2009

22. Reducing FSCOB to avoid next year quarterly

    By Guest RBlaine, December 29, 2008
    • 13 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • March 2, 2009

23. Cash Balance-BOY val?

    By Guest Sus95, February 26, 2009
    • 7 replies
    • 2.6k views
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    • Mike Preston
    • March 2, 2009

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

    By Andy the Actuary, February 28, 2009
    • 0 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • February 28, 2009

25. 415 Max Lump Sum for Deceased Participant

    By Guest pm01, February 26, 2009
    • 1 reply
    • 1.3k views
    • 
    • David MacLennan
    • February 27, 2009

26. Short PY - Service Credits and S415 $Max

    By flosfur, February 26, 2009
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 26, 2009

27. 2009 RMDs

    By Gary, February 12, 2009
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 26, 2009

28. Changing the Subject

    By Gary, February 20, 2009
    • 10 replies
    • 2.5k views
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    • Gary
    • February 26, 2009

29. Minimum Contribution in Year of Termination

    By Guest pm01, February 25, 2009
    • 10 replies
    • 2k views
    • 
    • david rigby
    • February 26, 2009

30. Floor offset plans

    By FAPInJax, May 10, 2007
    • 7 replies
    • 3.8k views
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    • Guest
    • February 26, 2009

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

    By flosfur, February 26, 2009
    • 1 reply
    • 1.1k views
    • 
    • FAPInJax
    • February 26, 2009

32. Short Plan Year

    By luissaha, February 24, 2009
    • 10 replies
    • 2.8k views
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    • flosfur
    • February 26, 2009

33. PBGC Coverage Question

    By Medusa, February 24, 2009
    • 5 replies
    • 2.2k views
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    • JAY21
    • February 25, 2009

34. 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
    • 1.3k views
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    • Mike Preston
    • February 24, 2009

35. Annual Funding Notice

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

36. Plan Freeze

    By Gary, February 12, 2009
    • 14 replies
    • 3.7k views
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    • Guest
    • February 23, 2009

37. Restricted Payments

    By AndyH, February 19, 2009
    • 4 replies
    • 2.8k views
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    • AndyH
    • February 23, 2009

38. Year of plan termination

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

39. Carryover Balance and Prefunding Balance

    By tuni88, February 21, 2009
    • 1 reply
    • 2k views
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    • SoCalActuary
    • February 21, 2009

40. Required Credit Balance "Burn"

    By JAY21, February 19, 2009
    • 6 replies
    • 3k views
    • 
    • JAY21
    • February 20, 2009

41. fasb 158

    By abanky, February 19, 2009
    • 2 replies
    • 1.6k views
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    • abanky
    • February 19, 2009

42. When does a plan become covered by PBGC

    By Guest RBlaine, February 18, 2009
    • 6 replies
    • 2.2k views
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    • WDIK
    • February 19, 2009

43. Cash Balance Plan

    By JAY21, February 17, 2009
    • 6 replies
    • 2.6k views
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    • AndyH
    • February 18, 2009

44. WRERA Amendment

    By Dougsbpc, February 17, 2009
    • 6 replies
    • 3.5k views
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    • SoCalActuary
    • February 17, 2009

45. QOSA

    By Guest meeh3704, February 17, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 17, 2009

46. Cash Balance as Super Profit Sharing Plan

    By carrots, February 16, 2009
    • 3 replies
    • 1.6k views
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    • SoCalActuary
    • February 16, 2009

47. First Year Cash Balance Contribution

    By Penman2006, February 13, 2009
    • 2 replies
    • 1.3k views
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    • Penman2006
    • February 14, 2009

48. Funding Based Limitations on Distributions: Notice

    By Guest bobolink, February 13, 2009
    • 1 reply
    • 1.4k views
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    • Guest
    • February 13, 2009

49. IAS 19 HELP!

    By Guest GMP, February 10, 2009
    • 3 replies
    • 1.6k views
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    • Guest
    • February 13, 2009

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

    By John Feldt ERPA CPC QPA, June 5, 2008
    • 6 replies
    • 4.3k views
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    • Guest
    • February 13, 2009