Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Restricted Benefits and Rollovers

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

2. Lump Sum in Top-Heavy Cash Balance Plan

   By Guest lerieleech, November 10, 2008
   • 15 replies
   • 2.5k views
   • 
   • Effen
   • December 19, 2008

3. AFTAP <80%

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

4. Amendment date under Technical Corrections

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

5. Credit Balance Waiver

   By david rigby, December 15, 2008
   • 7 replies
   • 2k views
   • 
   • SoCalActuary
   • December 18, 2008

6. plan amendment in 2008

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

7. Is the PBGC Next?

   By Andy the Actuary, October 12, 2008
   • 10 replies
   • 1.4k views
   • 
   • Don Levit
   • December 18, 2008

8. Asset Averaging under ERA

   By Andy the Actuary, December 16, 2008
   • 3 replies
   • 1.3k views
   • 
   • Andy the Actuary
   • December 17, 2008

9. 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

10. House passed pension bill

    By Effen, December 11, 2008
    • 12 replies
    • 1.9k views
    • 
    • AndyH
    • December 15, 2008

11. How Big Should the Cover Be?

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

12. Overfunded one man plan and PPA maximum deduction

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

13. Protected Benefits

    By Gary, December 10, 2008
    • 2 replies
    • 1k views
    • 
    • AndyH
    • December 11, 2008

14. DB/DC Deduction Limit for 2008

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

15. AFTAP and Contributions

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

16. PPA Ancillaries

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

17. PBGC Plan Termination

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

18. plan termination

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

19. Cash Balance Funding Whipsaw

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

20. Valuing Optional Lump Sum Benefits under PPA

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

21. 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

22. AFTAP letter

    By thepensionmaven, December 1, 2008
    • 3 replies
    • 1.7k views
    • 
    • thepensionmaven
    • December 4, 2008

23. Prior salary & service for 415 limit

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

24. AFTAP between 60 and 80%

    By nancy, December 1, 2008
    • 1 reply
    • 1.5k views
    • 
    • SoCalActuary
    • December 2, 2008

25. So Now What?

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

26. Benefit Restrictions on Plan Termination?

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

27. 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

28. Non Discrimination Testing

    By Gary, November 25, 2008
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • December 1, 2008

29. 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

30. Late Quarterly Contribution Charge

    By mming, November 27, 2008
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • November 28, 2008

31. Allocation of Assets between 2 owners

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

32. Rescinding Plan Year Change

    By Guest Patrick Foley, November 26, 2008
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • November 26, 2008

33. 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

34. Electing Alternate Funding Target - PBGC

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

35. Distributions on Plan Termination & AFTAP Cert

    By flosfur, May 21, 2008
    • 16 replies
    • 2.9k views
    • 
    • Effen
    • November 26, 2008

36. Maximum Deductible Contribution - PPA

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

37. End of Year Valuations

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

38. 401(a)(4) Testing of DB/DC Combo

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

39. Plan Assets

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

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

    By Lori H, November 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • November 25, 2008

41. Frozen DB - TH Benefits stop?

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

42. FAS 87 vs. Funding

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

43. Life Insurance in DB plan

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

44. PBGC Plan Termination

    By David, November 22, 2008
    • 5 replies
    • 2.6k views
    • 
    • ScottR
    • November 24, 2008

45. PPA Quarterlies and FSCOB

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

46. Pro Rate under PPA through Termination Date?

    By Blinky the 3-eyed Fish, November 18, 2008
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 21, 2008

47. FSCOB & Quarterlies & AFTAPs

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

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

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

49. 206(g) Notice Required?

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

50. Target Normal Cost

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