Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. AFTAP less than 80%

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

2. Short Plan Year

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

3. Reducing FSCOB to avoid next year quarterly

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

4. Cash Balance-BOY val?

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

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

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

6. 415 Max Lump Sum for Deceased Participant

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

7. Short PY - Service Credits and S415 $Max

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

8. 2009 RMDs

   By Gary, February 12, 2009
   • 3 replies
   • 1k views
   • 
   • Mike Preston
   • February 26, 2009

9. Changing the Subject

   By Gary, February 20, 2009
   • 10 replies
   • 2.4k views
   • 
   • Gary
   • February 26, 2009

10. Minimum Contribution in Year of Termination

    By Guest pm01, February 25, 2009
    • 10 replies
    • 1.8k views
    • 
    • david rigby
    • February 26, 2009

11. Floor offset plans

    By FAPInJax, May 10, 2007
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • February 26, 2009

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

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

13. Short Plan Year

    By luissaha, February 24, 2009
    • 10 replies
    • 2.6k views
    • 
    • flosfur
    • February 26, 2009

14. PBGC Coverage Question

    By Medusa, February 24, 2009
    • 5 replies
    • 2k views
    • 
    • JAY21
    • February 25, 2009

15. 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
    • 1.1k views
    • 
    • Mike Preston
    • February 24, 2009

16. Annual Funding Notice

    By FAPInJax, February 18, 2009
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • February 24, 2009

17. Plan Freeze

    By Gary, February 12, 2009
    • 14 replies
    • 3.3k views
    • 
    • Guest
    • February 23, 2009

18. Restricted Payments

    By AndyH, February 19, 2009
    • 4 replies
    • 2.6k views
    • 
    • AndyH
    • February 23, 2009

19. Year of plan termination

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

20. Carryover Balance and Prefunding Balance

    By tuni88, February 21, 2009
    • 1 reply
    • 1.9k views
    • 
    • SoCalActuary
    • February 21, 2009

21. Required Credit Balance "Burn"

    By JAY21, February 19, 2009
    • 6 replies
    • 2.7k views
    • 
    • JAY21
    • February 20, 2009

22. fasb 158

    By abanky, February 19, 2009
    • 2 replies
    • 1.5k views
    • 
    • abanky
    • February 19, 2009

23. When does a plan become covered by PBGC

    By Guest RBlaine, February 18, 2009
    • 6 replies
    • 2k views
    • 
    • WDIK
    • February 19, 2009

24. Cash Balance Plan

    By JAY21, February 17, 2009
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • February 18, 2009

25. WRERA Amendment

    By Dougsbpc, February 17, 2009
    • 6 replies
    • 3.2k views
    • 
    • SoCalActuary
    • February 17, 2009

26. QOSA

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

27. Cash Balance as Super Profit Sharing Plan

    By carrots, February 16, 2009
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • February 16, 2009

28. First Year Cash Balance Contribution

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

29. Funding Based Limitations on Distributions: Notice

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

30. IAS 19 HELP!

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

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

    By John Feldt ERPA CPC QPA, June 5, 2008
    • 6 replies
    • 4.1k views
    • 
    • Guest
    • February 13, 2009

32. Model Funding Notice

    By Effen, February 11, 2009
    • 7 replies
    • 1.5k views
    • 
    • JAY21
    • February 13, 2009

33. Sungard Relius Annual Notice

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

34. PPA Mortality Tables at High Ages

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

35. Actuarial Resources

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

36. PPA funding calculations

    By flosfur, February 10, 2009
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 12, 2009

37. 2008 Valuation

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

38. Plan Terminations and AFTAP

    By Guest Jcarolan, October 31, 2008
    • 7 replies
    • 3.6k views
    • 
    • JAY21
    • February 11, 2009

39. PPA 06 Funding Method

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

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

    By tuni88, February 5, 2009
    • 7 replies
    • 18.9k views
    • 
    • Ron Snyder
    • February 9, 2009

41. 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

42. PPA Funding

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

43. terminating plan - election form content and timing question

    By mariemonroe, February 6, 2009
    • 5 replies
    • 2.1k views
    • 
    • Effen
    • February 6, 2009

44. Pension for sole proprietor

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

45. PPA Defined Benefit Plan Pension Statement

    By Andy the Actuary, October 22, 2008
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • February 5, 2009

46. Combined Plans - Cross Testing, Permitted Disparity

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

47. Brain Cramp - AFTAP and Shortfall Amortization

    By mwyatt, February 4, 2009
    • 4 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • February 5, 2009

48. 2009 Contributions in 2008?

    By emmetttrudy, February 4, 2009
    • 4 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • February 5, 2009

49. Quarterly contributions

    By FAPInJax, January 29, 2009
    • 3 replies
    • 1.3k views
    • 
    • ScottR
    • February 5, 2009

50. PPA Minimum Funding

    By Gary, January 23, 2009
    • 11 replies
    • 2.6k views
    • 
    • ScottR
    • February 5, 2009