Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. AFTAP Percentage Drops Below 80% Before Terminee is Paid Lump Sum

   By Guest PaulL, December 1, 2008
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • December 1, 2008

2. AFTAP letter

   By thepensionmaven, December 1, 2008
   • 3 replies
   • 1.6k views
   • 
   • thepensionmaven
   • December 4, 2008

3. Benefit Restrictions on Plan Termination?

   By Dougsbpc, December 1, 2008
   • 4 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • December 1, 2008

4. So Now What?

   By tuni88, December 1, 2008
   • 6 replies
   • 1.3k views
   • 
   • Guest
   • December 1, 2008

5. Late Quarterly Contribution Charge

   By mming, November 27, 2008
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • November 28, 2008

6. Rescinding Plan Year Change

   By Guest Patrick Foley, November 26, 2008
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • November 26, 2008

7. Restriction on payouts under PPA Vs. Old 25 HCEs rule

   By flosfur, November 26, 2008
   • 6 replies
   • 1.6k views
   • 
   • david rigby
   • November 26, 2008

8. Valuing Optional Lump Sum Benefits under PPA

   By flosfur, November 25, 2008
   • 10 replies
   • 2.7k views
   • 
   • flosfur
   • December 5, 2008

9. Non Discrimination Testing

   By Gary, November 25, 2008
   • 5 replies
   • 1.4k views
   • 
   • AndyH
   • December 1, 2008

10. Actuary and TPA need to sign an Annuity Contract Agreement?

    By Guest DCquestioner, November 25, 2008
    • 5 replies
    • 1.5k views
    • 
    • David MacLennan
    • December 1, 2008

11. Maximum Deductible Contribution - PPA

    By Gary, November 25, 2008
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • November 26, 2008

12. End of Year Valuations

    By Dougsbpc, November 25, 2008
    • 2 replies
    • 947 views
    • 
    • AndyH
    • November 25, 2008

13. Electing Alternate Funding Target - PBGC

    By Andy the Actuary, November 25, 2008
    • 1 reply
    • 1.2k views
    • 
    • tymesup
    • November 26, 2008

14. Plan Assets

    By Gary, November 25, 2008
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • November 25, 2008

15. Allocation of Assets between 2 owners

    By JAY21, November 24, 2008
    • 3 replies
    • 1.2k views
    • 
    • ScottR
    • November 27, 2008

16. Prior salary & service for 415 limit

    By ScottR, November 24, 2008
    • 4 replies
    • 1.3k views
    • 
    • David MacLennan
    • December 3, 2008

17. What options does a plan sponsor have when plan is underfunded?

    By Lori H, November 24, 2008
    • 2 replies
    • 1.1k views
    • 
    • tymesup
    • November 25, 2008

18. 401(a)(4) Testing of DB/DC Combo

    By flosfur, November 24, 2008
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • November 25, 2008

19. PPA Quarterlies and FSCOB

    By Andy the Actuary, November 22, 2008
    • 8 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • November 24, 2008

20. PBGC Plan Termination

    By David, November 22, 2008
    • 5 replies
    • 2.5k views
    • 
    • ScottR
    • November 24, 2008

21. Life Insurance in DB plan

    By Guest DCquestioner, November 21, 2008
    • 4 replies
    • 2k views
    • 
    • ScottR
    • November 24, 2008

22. Frozen DB - TH Benefits stop?

    By ombskid, November 21, 2008
    • 9 replies
    • 2.1k views
    • 
    • tymesup
    • November 24, 2008

23. Target Normal Cost

    By Gary, November 21, 2008
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • November 21, 2008

24. Pre-206(g)(3) Notice - Fiduciary Responsibility

    By Guest AEA, November 20, 2008
    • 3 replies
    • 915 views
    • 
    • Andy the Actuary
    • November 21, 2008

25. 206(g) Notice Required?

    By mwyatt, November 20, 2008
    • 2 replies
    • 1.1k views
    • 
    • mwyatt
    • November 21, 2008

26. FAS 87 vs. Funding

    By emmetttrudy, November 20, 2008
    • 3 replies
    • 2.2k views
    • 
    • ScottR
    • November 24, 2008

27. FSCOB & Quarterlies & AFTAPs

    By zimbo, November 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 21, 2008

28. New Plan for 2008 using 12/31/07 to 12/30/08 plan year

    By YankeeFan, November 19, 2008
    • 5 replies
    • 937 views
    • 
    • tymesup
    • November 20, 2008

29. Mortality Tables - IRS Notice 2008-85

    By david rigby, November 19, 2008
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • November 19, 2008

30. Working Within the System to eliminate lump sums

    By Andy the Actuary, November 19, 2008
    • 16 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • November 20, 2008

31. Maximum Deduction and Calculation of Funding Target

    By YankeeFan, November 19, 2008
    • 6 replies
    • 3.4k views
    • 
    • AndyH
    • November 19, 2008

32. Confirming if Quarterlies would be required

    By Effen, November 18, 2008
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • November 19, 2008

33. Pro Rate under PPA through Termination Date?

    By Blinky the 3-eyed Fish, November 18, 2008
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 21, 2008

34. Automatic Plan Freeze

    By Gary, November 18, 2008
    • 4 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 18, 2008

35. "Unofficial" Estimates of DB Benefits

    By Guest DBS1, November 17, 2008
    • 6 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • November 18, 2008

36. IRS User Fee Funding Waiver

    By Andy the Actuary, November 14, 2008
    • 9 replies
    • 2.5k views
    • 
    • david rigby
    • March 5, 2010

37. Electing Full Yield Curve

    By dmb, November 13, 2008
    • 3 replies
    • 1.2k views
    • 
    • dmb
    • November 17, 2008

38. cash balance plan

    By thepensionmaven, November 13, 2008
    • 6 replies
    • 1.3k views
    • 
    • david rigby
    • November 14, 2008

39. PPA relief?

    By Effen, November 13, 2008
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • November 13, 2008

40. In service distributions

    By Guest KLM, November 12, 2008
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • November 12, 2008

41. Proposed Regulations under 430

    By Gary, November 12, 2008
    • 0 replies
    • 931 views
    • 
    • Gary
    • November 12, 2008

42. maximum funding % collectively bargained and non collectively bargained plans

    By abanky, November 12, 2008
    • 2 replies
    • 1k views
    • 
    • david rigby
    • November 12, 2008

43. Present Value Calculations under PPA

    By Gary, November 11, 2008
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • November 11, 2008

44. Maximum benefit of Owner 2 Companies

    By abanky, November 11, 2008
    • 2 replies
    • 951 views
    • 
    • abanky
    • November 11, 2008

45. Issues associated with cut backs due to change in HCE determination

    By Guest sui generis, November 11, 2008
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 12, 2008

46. Controlled Group Question

    By flosfur, November 11, 2008
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • November 12, 2008

47. Required Minimum Distributions

    By emmetttrudy, November 11, 2008
    • 3 replies
    • 1.3k views
    • 
    • ScottR
    • November 16, 2008

48. Post NRD in the PPA world

    By Effen, November 10, 2008
    • 9 replies
    • 2.5k views
    • 
    • tymesup
    • November 13, 2008

49. maximum hypothetic balance in cash balance plan

    By Guest Deflector, November 10, 2008
    • 7 replies
    • 1.4k views
    • 
    • SoCalActuary
    • November 13, 2008

50. IRC 436 Frozen Plan

    By Andy the Actuary, November 10, 2008
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • November 10, 2008