Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. 60-Day Notice of Intent to Terminate

   By Andy the Actuary, November 10, 2008
   • 9 replies
   • 3.2k views
   • 
   • Andy the Actuary
   • February 4, 2009

2. Datair Question

   By Andy the Actuary, February 3, 2009
   • 5 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • February 3, 2009

3. 2008 Schedule SB Instructions?

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

4. Monthly Yield Curve tables

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

5. WRERA You Thinking the Same Way I Am?

   By Andy the Actuary, February 2, 2009
   • 4 replies
   • 1.8k views
   • 
   • david rigby
   • February 3, 2009

6. Transitioanl Segment Rates for Valuation

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

7. Merger of Plans: Fiduciary Issues

   By Guest Yanks23, February 2, 2009
   • 3 replies
   • 1.9k views
   • 
   • david rigby
   • February 2, 2009

8. Actuarial Equivalence

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

9. GASB 27 - short fiscal year

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

10. IRS Determination of DB plan

    By Gary, January 28, 2009
    • 6 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • January 28, 2009

11. Obama Will Not Let PBGC Go Bankrupt

    By goldtpa, January 24, 2009
    • 27 replies
    • 4.7k views
    • 
    • SoCalActuary
    • January 28, 2009

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

    By Guest GMP, January 19, 2009
    • 9 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • January 28, 2009

13. PPA Benefit Restrictions

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

14. AFTAP -- The Substitution Game -- WRERA

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

15. Datair

    By Andy the Actuary, January 27, 2009
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • January 27, 2009

16. QOSA Contracts for Terminated Plans

    By Guest MAO, January 26, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • January 27, 2009

17. Asset Smoothing

    By ubermax, December 24, 2008
    • 6 replies
    • 2.6k views
    • 
    • david rigby
    • January 26, 2009

18. Use of Credit Balances

    By Dougsbpc, January 26, 2009
    • 2 replies
    • 1.1k views
    • 
    • Penman2006
    • January 26, 2009

19. AFTAP - One Person Plan

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

20. Top Heavy Determination

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

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

    By flosfur, October 3, 2008
    • 8 replies
    • 4k views
    • 
    • AndyH
    • January 21, 2009

22. Plan Termination - annuities

    By Guest joe22, November 3, 2008
    • 14 replies
    • 5.7k views
    • 
    • Guest
    • January 21, 2009

23. New Plan AFTAP

    By Guest DBAnalyst123, January 20, 2009
    • 6 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • January 21, 2009

24. mortality tables 2009-2013

    By Andy the Actuary, October 18, 2008
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • January 19, 2009

25. Minimum Lump Sums Under Standard Terminations

    By Andy the Actuary, January 17, 2009
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • January 19, 2009

26. Restricted Lump Sums and Deferral

    By Guest SVP, January 18, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 18, 2009

27. QDROs & Reasonable Administrative Fees

    By Guest ggbrock, January 15, 2009
    • 12 replies
    • 5.3k views
    • 
    • Guest
    • January 16, 2009

28. Cash balance with profit sharing

    By ombskid, January 16, 2009
    • 4 replies
    • 1.2k views
    • 
    • abanky
    • January 16, 2009

29. Practical Import of AFTAP <60%

    By Guest merlin, December 16, 2008
    • 10 replies
    • 2.4k views
    • 
    • dmb
    • January 16, 2009

30. Fidelity Bond

    By jkdoll2, January 15, 2009
    • 4 replies
    • 4.5k views
    • 
    • mwyatt
    • January 16, 2009

31. 1/1/09 Assets with 2008 Receivable

    By Guest Chamnix, January 14, 2009
    • 6 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • January 15, 2009

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

    By Guest DCquestioner, December 2, 2008
    • 12 replies
    • 2.9k views
    • 
    • Guest
    • January 15, 2009

33. Restricted Plan Paid LS

    By Penman2006, January 14, 2009
    • 4 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • January 15, 2009

34. Forms 1099R

    By Gary, January 14, 2009
    • 8 replies
    • 1.6k views
    • 
    • Effen
    • January 15, 2009

35. Minimum under 417(e) in 2008

    By John Feldt ERPA CPC QPA, February 11, 2008
    • 15 replies
    • 4k views
    • 
    • Mike Preston
    • January 14, 2009

36. 1st year CB Plan and PPA

    By abanky, January 7, 2009
    • 20 replies
    • 2.4k views
    • 
    • Mike Preston
    • January 13, 2009

37. AFTAP after Technical Corrections bill

    By dmb, January 13, 2009
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 13, 2009

38. Listed Transaction

    By Randy Watson, January 13, 2009
    • 4 replies
    • 1.2k views
    • 
    • Randy Watson
    • January 13, 2009

39. PPA Funding and insurance

    By mwyatt, January 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • FAPInJax
    • January 13, 2009

40. Change of Valuation Date

    By tymesup, January 12, 2009
    • 4 replies
    • 1.3k views
    • 
    • ScottR
    • January 12, 2009

41. PPA maximum deduction

    By drakecohen, January 10, 2009
    • 14 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 12, 2009

42. Death Benefits under PPA

    By rcline46, January 9, 2009
    • 5 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • January 12, 2009

43. DB funding questions

    By Guest lerieleech, January 9, 2009
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • January 12, 2009

44. Segment Rates For EOY Valuations

    By Guest merlin, January 9, 2009
    • 0 replies
    • 856 views
    • 
    • Guest
    • January 9, 2009

45. Post PPA Employee Contributions

    By nancy, July 23, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 9, 2009

46. Non-spouse beneficiary rules under PPA

    By Guest Peggy806, January 9, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • January 9, 2009

47. Transition Relief under Technical Corrections

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

48. EOY Quarterlies

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

49. determination letter submission - unsigned amendments

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

50. Federal Employee Email Addresses

    By Andy the Actuary, January 7, 2009
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • January 8, 2009