Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

1. What is a Shortfall?

   By Calavera, September 29, 2008
   • 16 replies
   • 5.5k views
   • 
   • Andy the Actuary
   • March 14, 2009

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

   By carrots, March 10, 2009
   • 5 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • March 13, 2009

3. 2008 Schedule SB

   By mwyatt, March 13, 2009
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • March 13, 2009

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

   By flosfur, March 12, 2009
   • 7 replies
   • 1.7k views
   • 
   • david rigby
   • March 13, 2009

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

   By Andy the Actuary, February 26, 2009
   • 4 replies
   • 2.4k views
   • 
   • flosfur
   • March 13, 2009

6. Credit Balance Adjusted by Investment Return

   By Guest DCquestioner, March 12, 2009
   • 1 reply
   • 1.2k views
   • 
   • Andy the Actuary
   • March 12, 2009

7. Benefit Restrictions/Loan

   By Guest Sus95, March 12, 2009
   • 2 replies
   • 1.4k views
   • 
   • Kevin C
   • March 12, 2009

8. Burning Carryover Balance

   By Guest TammyS, March 9, 2009
   • 20 replies
   • 5.5k views
   • 
   • Mike Preston
   • March 12, 2009

9. Range Certification

   By Andy the Actuary, March 11, 2009
   • 4 replies
   • 5.1k views
   • 
   • Andy the Actuary
   • March 12, 2009

10. FAS 158 Accounting small plan

    By HiVi, March 11, 2009
    • 6 replies
    • 1.7k views
    • 
    • david rigby
    • March 12, 2009

11. Unfreezing a DB Plan

    By emmetttrudy, March 11, 2009
    • 1 reply
    • 1.8k views
    • 
    • JAY21
    • March 11, 2009

12. Funding Target Attainment % affects what?

    By flosfur, March 10, 2009
    • 3 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • March 10, 2009

13. EOY Valuation & AFTAP

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

14. Lookback for Cash Balance account hypothetical interest crediting rate

    By John Feldt ERPA CPC QPA, March 6, 2009
    • 2 replies
    • 1.4k views
    • 
    • JAY21
    • March 9, 2009

15. Would Someone Please Check?

    By Andy the Actuary, March 8, 2009
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 9, 2009

16. Annual Funding Notice

    By Andy the Actuary, March 8, 2009
    • 0 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • March 8, 2009

17. 2009 AFTAP not yet determined

    By tuni88, March 6, 2009
    • 6 replies
    • 2.2k views
    • 
    • tuni88
    • March 7, 2009

18. Madoff impacted plans

    By mwyatt, March 6, 2009
    • 3 replies
    • 1.7k views
    • 
    • mwyatt
    • March 7, 2009

19. Most valuable accruals

    By FAPInJax, March 6, 2009
    • 0 replies
    • 1.1k views
    • 
    • FAPInJax
    • March 6, 2009

20. Increasing Benefits to reduce contribution

    By Guest RBlaine, March 5, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • March 6, 2009

21. AFTAP

    By YankeeFan, March 4, 2009
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 6, 2009

22. Lump Sum restrictions in plan with employee conts.

    By Guest Xerxes, March 5, 2009
    • 1 reply
    • 1.6k views
    • 
    • Andy the Actuary
    • March 5, 2009

23. actuarial increase in late retirement

    By Guest kishorActuary, March 4, 2009
    • 5 replies
    • 9k views
    • 
    • Guest
    • March 5, 2009

24. How Misunderstood Is PPA?

    By Andy the Actuary, February 27, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 5, 2009

25. Cash Balance - Past Service Benefits

    By carrots, March 3, 2009
    • 3 replies
    • 1.8k views
    • 
    • JAY21
    • March 4, 2009

26. AFTAP and un-paid prior contributions

    By Rob P, March 4, 2009
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • March 4, 2009

27. Involuntary Cashout; Is this workable?

    By AndyH, March 4, 2009
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • March 4, 2009

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

    By Guest meeh3704, March 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • March 4, 2009

29. valuation for a frozen plan

    By abanky, March 3, 2009
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • March 3, 2009

30. valuation of interest rate guarantee

    By Guest kishorActuary, February 28, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • March 3, 2009

31. Beginning of Year Valuation - Ineligibles

    By John Feldt ERPA CPC QPA, March 2, 2009
    • 5 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 2, 2009

32. AFTAP less than 80%

    By dmb, March 2, 2009
    • 12 replies
    • 3.5k views
    • 
    • Andy the Actuary
    • March 2, 2009

33. Short Plan Year

    By Gary, February 28, 2009
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • March 2, 2009

34. Reducing FSCOB to avoid next year quarterly

    By Guest RBlaine, December 29, 2008
    • 13 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • March 2, 2009

35. Cash Balance-BOY val?

    By Guest Sus95, February 26, 2009
    • 7 replies
    • 2.8k views
    • 
    • Mike Preston
    • March 2, 2009

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

    By Andy the Actuary, February 28, 2009
    • 0 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • February 28, 2009

37. 415 Max Lump Sum for Deceased Participant

    By Guest pm01, February 26, 2009
    • 1 reply
    • 1.4k views
    • 
    • David MacLennan
    • February 27, 2009

38. Short PY - Service Credits and S415 $Max

    By flosfur, February 26, 2009
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 26, 2009

39. 2009 RMDs

    By Gary, February 12, 2009
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 26, 2009

40. Changing the Subject

    By Gary, February 20, 2009
    • 10 replies
    • 2.6k views
    • 
    • Gary
    • February 26, 2009

41. Minimum Contribution in Year of Termination

    By Guest pm01, February 25, 2009
    • 10 replies
    • 2.2k views
    • 
    • david rigby
    • February 26, 2009

42. Floor offset plans

    By FAPInJax, May 10, 2007
    • 7 replies
    • 3.9k views
    • 
    • Guest
    • February 26, 2009

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

    By flosfur, February 26, 2009
    • 1 reply
    • 1.2k views
    • 
    • FAPInJax
    • February 26, 2009

44. Short Plan Year

    By luissaha, February 24, 2009
    • 10 replies
    • 3k views
    • 
    • flosfur
    • February 26, 2009

45. PBGC Coverage Question

    By Medusa, February 24, 2009
    • 5 replies
    • 2.4k views
    • 
    • JAY21
    • February 25, 2009

46. 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
    • 1.4k views
    • 
    • Mike Preston
    • February 24, 2009

47. Annual Funding Notice

    By FAPInJax, February 18, 2009
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 24, 2009

48. Plan Freeze

    By Gary, February 12, 2009
    • 14 replies
    • 4k views
    • 
    • Guest
    • February 23, 2009

49. Restricted Payments

    By AndyH, February 19, 2009
    • 4 replies
    • 3k views
    • 
    • AndyH
    • February 23, 2009

50. Year of plan termination

    By Penman2006, February 21, 2009
    • 0 replies
    • 1k views
    • 
    • Penman2006
    • February 21, 2009