Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Non-spouse beneficiary rules under PPA

   By Guest Peggy806, January 9, 2009
   • 1 reply
   • 996 views
   • 
   • J Simmons
   • January 9, 2009

2. Transition Relief under Technical Corrections

   By AndyH, January 9, 2009
   • 5 replies
   • 1.1k views
   • 
   • AndyH
   • January 9, 2009

3. Death Benefits under PPA

   By rcline46, January 9, 2009
   • 5 replies
   • 1.9k views
   • 
   • Andy the Actuary
   • January 12, 2009

4. EOY Quarterlies

   By FAPInJax, January 8, 2009
   • 1 reply
   • 976 views
   • 
   • Mike Preston
   • January 9, 2009

5. determination letter submission - unsigned amendments

   By Guest just started..., January 8, 2009
   • 2 replies
   • 1.2k views
   • 
   • mwyatt
   • January 9, 2009

6. Federal Employee Email Addresses

   By Andy the Actuary, January 7, 2009
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • January 8, 2009

7. 1st year CB Plan and PPA

   By abanky, January 7, 2009
   • 20 replies
   • 2.2k views
   • 
   • Mike Preston
   • January 13, 2009

8. Annuity Contract

   By Penman2006, January 6, 2009
   • 13 replies
   • 2.6k views
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   • AndyH
   • March 25, 2009

9. 415(b)(2) conversions

   By Guest shaul, January 6, 2009
   • 3 replies
   • 959 views
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   • jpod
   • January 7, 2009

10. Easy top heavy minimum question

    By John Feldt ERPA CPC QPA, January 5, 2009
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • January 6, 2009

11. AFTAP Certification: Is There A Choice

    By Andy the Actuary, January 3, 2009
    • 3 replies
    • 1k views
    • 
    • SoCalActuary
    • January 5, 2009

12. Effective Rate

    By Guest RBlaine, January 2, 2009
    • 7 replies
    • 1.2k views
    • 
    • tymesup
    • January 5, 2009

13. 415 lump sums in 2009

    By FAPInJax, January 2, 2009
    • 4 replies
    • 1.3k views
    • 
    • eeyore
    • January 3, 2009

14. Funding Deficiency

    By nancy, December 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • December 31, 2008

15. Reducing FSCOB to avoid next year quarterly

    By Guest RBlaine, December 29, 2008
    • 13 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • March 2, 2009

16. More PPA Potholes

    By Andy the Actuary, December 29, 2008
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • December 31, 2008

17. We need a part-time actuary

    By Guest GMP, December 29, 2008
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • December 29, 2008

18. Amending 5500 and Schedule B

    By Andy the Actuary, December 26, 2008
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • December 27, 2008

19. Asset Smoothing

    By ubermax, December 24, 2008
    • 6 replies
    • 2.4k views
    • 
    • david rigby
    • January 26, 2009

20. Is PPA Funding Just Plain Wrong?

    By Andy the Actuary, December 22, 2008
    • 5 replies
    • 1.3k views
    • 
    • tymesup
    • December 27, 2008

21. Payout restrictions

    By Guest pdam, December 22, 2008
    • 2 replies
    • 1.3k views
    • 
    • ScottR
    • January 5, 2009

22. Restricted Benefits and Rollovers

    By Andy the Actuary, December 19, 2008
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • December 22, 2008

23. Pension for sole proprietor

    By Gary, December 19, 2008
    • 7 replies
    • 2k views
    • 
    • Andy the Actuary
    • February 5, 2009

24. AFTAP <80%

    By Dougsbpc, December 19, 2008
    • 0 replies
    • 915 views
    • 
    • Dougsbpc
    • December 19, 2008

25. Amendment date under Technical Corrections

    By Guest GMP, December 19, 2008
    • 0 replies
    • 719 views
    • 
    • Guest
    • December 19, 2008

26. Interest & Compensation Rate Components

    By Andy the Actuary, December 19, 2008
    • 3 replies
    • 1k views
    • 
    • Andy the Actuary
    • December 27, 2008

27. Technical Corrections Bill

    By Guest RMPension, December 19, 2008
    • 8 replies
    • 1.6k views
    • 
    • tymesup
    • December 27, 2008

28. Pension Plan Frozen?

    By Guest seepajd, December 18, 2008
    • 8 replies
    • 1.6k views
    • 
    • tymesup
    • December 27, 2008

29. plan amendment in 2008

    By Guest Sus95, December 18, 2008
    • 1 reply
    • 958 views
    • 
    • Andy the Actuary
    • December 18, 2008

30. PPA Cushion

    By FAPInJax, December 18, 2008
    • 2 replies
    • 2.1k views
    • 
    • tymesup
    • December 27, 2008

31. madoff

    By goldtpa, December 17, 2008
    • 37 replies
    • 4.8k views
    • 
    • tymesup
    • December 27, 2008

32. 2009 DB Min Distribs

    By AndyH, December 17, 2008
    • 3 replies
    • 1.1k views
    • 
    • goldtpa
    • January 2, 2009

33. Practical Import of AFTAP <60%

    By Guest merlin, December 16, 2008
    • 10 replies
    • 2.3k views
    • 
    • dmb
    • January 16, 2009

34. The old - do we need to do a Notice if no impact?

    By Effen, December 16, 2008
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • December 16, 2008

35. Asset Averaging under ERA

    By Andy the Actuary, December 16, 2008
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • December 17, 2008

36. Overfunded one man plan and PPA maximum deduction

    By Guest DCquestioner, December 15, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 15, 2008

37. Credit Balance Waiver

    By david rigby, December 15, 2008
    • 7 replies
    • 1.9k views
    • 
    • SoCalActuary
    • December 18, 2008

38. House passed pension bill

    By Effen, December 11, 2008
    • 12 replies
    • 1.8k views
    • 
    • AndyH
    • December 15, 2008

39. How Big Should the Cover Be?

    By Andy the Actuary, December 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • dmb
    • December 15, 2008

40. Protected Benefits

    By Gary, December 10, 2008
    • 2 replies
    • 984 views
    • 
    • AndyH
    • December 11, 2008

41. DB/DC Deduction Limit for 2008

    By YankeeFan, December 10, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2008

42. PPA Ancillaries

    By FAPInJax, December 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • December 10, 2008

43. PBGC Plan Termination

    By Dougsbpc, December 6, 2008
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • December 6, 2008

44. Does the PFEA amendment to 415(b)(2)(E) apply to Gov't Plans?

    By Guest Bearlee, December 4, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 4, 2008

45. AFTAP and termination

    By Guest RBlaine, December 4, 2008
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • December 29, 2008

46. AFTAP and Contributions

    By Andy the Actuary, December 4, 2008
    • 7 replies
    • 2.2k views
    • 
    • ak2ary
    • December 10, 2008

47. Cash Balance Funding Whipsaw

    By JAY21, December 3, 2008
    • 4 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 5, 2008

48. plan termination

    By Guest lip, December 3, 2008
    • 5 replies
    • 1.3k views
    • 
    • Effen
    • December 5, 2008

49. Missed 1st RMD, how do I calculate it now?

    By Guest DCquestioner, December 2, 2008
    • 12 replies
    • 2.8k views
    • 
    • Guest
    • January 15, 2009

50. AFTAP between 60 and 80%

    By nancy, December 1, 2008
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • December 2, 2008