Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

1. Forms 1099R

   By Gary, January 14, 2009
   • 8 replies
   • 1.7k views
   • 
   • Effen
   • January 15, 2009

2. Minimum under 417(e) in 2008

   By John Feldt ERPA CPC QPA, February 11, 2008
   • 15 replies
   • 4.1k views
   • 
   • Mike Preston
   • January 14, 2009

3. 1st year CB Plan and PPA

   By abanky, January 7, 2009
   • 20 replies
   • 2.5k views
   • 
   • Mike Preston
   • January 13, 2009

4. AFTAP after Technical Corrections bill

   By dmb, January 13, 2009
   • 4 replies
   • 1.2k views
   • 
   • Mike Preston
   • January 13, 2009

5. Listed Transaction

   By Randy Watson, January 13, 2009
   • 4 replies
   • 1.3k views
   • 
   • Randy Watson
   • January 13, 2009

6. PPA Funding and insurance

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

7. Change of Valuation Date

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

8. PPA maximum deduction

   By drakecohen, January 10, 2009
   • 14 replies
   • 2.3k views
   • 
   • Mike Preston
   • January 12, 2009

9. Death Benefits under PPA

   By rcline46, January 9, 2009
   • 5 replies
   • 2.2k views
   • 
   • Andy the Actuary
   • January 12, 2009

10. DB funding questions

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

11. Segment Rates For EOY Valuations

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

12. Post PPA Employee Contributions

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

13. Non-spouse beneficiary rules under PPA

    By Guest Peggy806, January 9, 2009
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • January 9, 2009

14. Transition Relief under Technical Corrections

    By AndyH, January 9, 2009
    • 5 replies
    • 1.2k views
    • 
    • AndyH
    • January 9, 2009

15. EOY Quarterlies

    By FAPInJax, January 8, 2009
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • January 9, 2009

16. determination letter submission - unsigned amendments

    By Guest just started..., January 8, 2009
    • 2 replies
    • 1.3k views
    • 
    • mwyatt
    • January 9, 2009

17. Federal Employee Email Addresses

    By Andy the Actuary, January 7, 2009
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • January 8, 2009

18. 2008 Quarterly Contributions

    By Andy the Actuary, October 10, 2007
    • 22 replies
    • 4.3k views
    • 
    • Guest
    • January 7, 2009

19. 415(b)(2) conversions

    By Guest shaul, January 6, 2009
    • 3 replies
    • 1.1k views
    • 
    • jpod
    • January 7, 2009

20. Easy top heavy minimum question

    By John Feldt ERPA CPC QPA, January 5, 2009
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 6, 2009

21. Payout restrictions

    By Guest pdam, December 22, 2008
    • 2 replies
    • 1.4k views
    • 
    • ScottR
    • January 5, 2009

22. AFTAP Certification: Is There A Choice

    By Andy the Actuary, January 3, 2009
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • January 5, 2009

23. Effective Rate

    By Guest RBlaine, January 2, 2009
    • 7 replies
    • 1.4k views
    • 
    • tymesup
    • January 5, 2009

24. 415 lump sums in 2009

    By FAPInJax, January 2, 2009
    • 4 replies
    • 1.5k views
    • 
    • eeyore
    • January 3, 2009

25. 2009 DB Min Distribs

    By AndyH, December 17, 2008
    • 3 replies
    • 1.3k views
    • 
    • goldtpa
    • January 2, 2009

26. PPA - Funding Target

    By Gary, October 14, 2008
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • January 1, 2009

27. More PPA Potholes

    By Andy the Actuary, December 29, 2008
    • 6 replies
    • 2k views
    • 
    • david rigby
    • December 31, 2008

28. Funding Deficiency

    By nancy, December 29, 2008
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • December 31, 2008

29. Change in 2008 Valuation Date

    By carrots, November 9, 2008
    • 9 replies
    • 1.7k views
    • 
    • tymesup
    • December 30, 2008

30. We need a part-time actuary

    By Guest GMP, December 29, 2008
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • December 29, 2008

31. AFTAP and termination

    By Guest RBlaine, December 4, 2008
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • December 29, 2008

32. Amending 5500 and Schedule B

    By Andy the Actuary, December 26, 2008
    • 2 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • December 27, 2008

33. Interest & Compensation Rate Components

    By Andy the Actuary, December 19, 2008
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • December 27, 2008

34. Technical Corrections Bill

    By Guest RMPension, December 19, 2008
    • 8 replies
    • 1.7k views
    • 
    • tymesup
    • December 27, 2008

35. Is PPA Funding Just Plain Wrong?

    By Andy the Actuary, December 22, 2008
    • 5 replies
    • 1.5k views
    • 
    • tymesup
    • December 27, 2008

36. Pension Plan Frozen?

    By Guest seepajd, December 18, 2008
    • 8 replies
    • 1.8k views
    • 
    • tymesup
    • December 27, 2008

37. madoff

    By goldtpa, December 17, 2008
    • 37 replies
    • 5.4k views
    • 
    • tymesup
    • December 27, 2008

38. PPA Cushion

    By FAPInJax, December 18, 2008
    • 2 replies
    • 2.2k views
    • 
    • tymesup
    • December 27, 2008

39. Restricted Benefits and Rollovers

    By Andy the Actuary, December 19, 2008
    • 3 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • December 22, 2008

40. Lump Sum in Top-Heavy Cash Balance Plan

    By Guest lerieleech, November 10, 2008
    • 15 replies
    • 2.8k views
    • 
    • Effen
    • December 19, 2008

41. AFTAP <80%

    By Dougsbpc, December 19, 2008
    • 0 replies
    • 1.1k views
    • 
    • Dougsbpc
    • December 19, 2008

42. Amendment date under Technical Corrections

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

43. Credit Balance Waiver

    By david rigby, December 15, 2008
    • 7 replies
    • 2.1k views
    • 
    • SoCalActuary
    • December 18, 2008

44. plan amendment in 2008

    By Guest Sus95, December 18, 2008
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • December 18, 2008

45. Is the PBGC Next?

    By Andy the Actuary, October 12, 2008
    • 10 replies
    • 1.6k views
    • 
    • Don Levit
    • December 18, 2008

46. Asset Averaging under ERA

    By Andy the Actuary, December 16, 2008
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • December 17, 2008

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

    By Effen, December 16, 2008
    • 4 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • December 16, 2008

48. House passed pension bill

    By Effen, December 11, 2008
    • 12 replies
    • 2k views
    • 
    • AndyH
    • December 15, 2008

49. How Big Should the Cover Be?

    By Andy the Actuary, December 11, 2008
    • 3 replies
    • 1.3k views
    • 
    • dmb
    • December 15, 2008

50. Overfunded one man plan and PPA maximum deduction

    By Guest DCquestioner, December 15, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 15, 2008