Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. PPA Funding

   By Guest DBAnalyst123, February 6, 2009
   • 3 replies
   • 1.4k views
   • 
   • david rigby
   • February 6, 2009

2. terminating plan - election form content and timing question

   By mariemonroe, February 6, 2009
   • 5 replies
   • 2.2k views
   • 
   • Effen
   • February 6, 2009

3. Pension for sole proprietor

   By Gary, December 19, 2008
   • 7 replies
   • 2.2k views
   • 
   • Andy the Actuary
   • February 5, 2009

4. PPA Defined Benefit Plan Pension Statement

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

5. Combined Plans - Cross Testing, Permitted Disparity

   By Gary, February 3, 2009
   • 5 replies
   • 1.8k views
   • 
   • Mike Preston
   • February 5, 2009

6. Brain Cramp - AFTAP and Shortfall Amortization

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

7. 2009 Contributions in 2008?

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

8. Quarterly contributions

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

9. PPA Minimum Funding

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

10. 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

11. Datair Question

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

12. 2008 Schedule SB Instructions?

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

13. Monthly Yield Curve tables

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

14. 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

15. Transitioanl Segment Rates for Valuation

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

16. Merger of Plans: Fiduciary Issues

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

17. Actuarial Equivalence

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

18. GASB 27 - short fiscal year

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

19. IRS Determination of DB plan

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

20. Obama Will Not Let PBGC Go Bankrupt

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

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

    By Guest GMP, January 19, 2009
    • 9 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • January 28, 2009

22. PPA Benefit Restrictions

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

23. AFTAP -- The Substitution Game -- WRERA

    By Andy the Actuary, January 21, 2009
    • 11 replies
    • 2k views
    • 
    • tymesup
    • January 27, 2009

24. Datair

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

25. QOSA Contracts for Terminated Plans

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

26. Asset Smoothing

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

27. Use of Credit Balances

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

28. AFTAP - One Person Plan

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

29. Top Heavy Determination

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

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

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

31. Plan Termination - annuities

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

32. New Plan AFTAP

    By Guest DBAnalyst123, January 20, 2009
    • 6 replies
    • 2.9k views
    • 
    • Andy the Actuary
    • January 21, 2009

33. mortality tables 2009-2013

    By Andy the Actuary, October 18, 2008
    • 5 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • January 19, 2009

34. Minimum Lump Sums Under Standard Terminations

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

35. Restricted Lump Sums and Deferral

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

36. QDROs & Reasonable Administrative Fees

    By Guest ggbrock, January 15, 2009
    • 12 replies
    • 5.4k views
    • 
    • Guest
    • January 16, 2009

37. Cash balance with profit sharing

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

38. Practical Import of AFTAP <60%

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

39. Fidelity Bond

    By jkdoll2, January 15, 2009
    • 4 replies
    • 4.6k views
    • 
    • mwyatt
    • January 16, 2009

40. 1/1/09 Assets with 2008 Receivable

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

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

    By Guest DCquestioner, December 2, 2008
    • 12 replies
    • 3k views
    • 
    • Guest
    • January 15, 2009

42. Restricted Plan Paid LS

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

43. Forms 1099R

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

44. Minimum under 417(e) in 2008

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

45. 1st year CB Plan and PPA

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

46. AFTAP after Technical Corrections bill

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

47. Listed Transaction

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

48. PPA Funding and insurance

    By mwyatt, January 10, 2009
    • 1 reply
    • 1.5k views
    • 
    • FAPInJax
    • January 13, 2009

49. Change of Valuation Date

    By tymesup, January 12, 2009
    • 4 replies
    • 1.4k views
    • 
    • ScottR
    • January 12, 2009

50. PPA maximum deduction

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