Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

1. Top Heavy Determination

   By Medusa, January 21, 2009
   • 1 reply
   • 1.3k views
   • 
   • SheilaD
   • January 22, 2009

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

   By flosfur, October 3, 2008
   • 8 replies
   • 4.5k views
   • 
   • AndyH
   • January 21, 2009

3. Plan Termination - annuities

   By Guest joe22, November 3, 2008
   • 14 replies
   • 6.2k views
   • 
   • Guest
   • January 21, 2009

4. New Plan AFTAP

   By Guest DBAnalyst123, January 20, 2009
   • 6 replies
   • 3.4k views
   • 
   • Andy the Actuary
   • January 21, 2009

5. mortality tables 2009-2013

   By Andy the Actuary, October 18, 2008
   • 5 replies
   • 2.5k views
   • 
   • Andy the Actuary
   • January 19, 2009

6. Minimum Lump Sums Under Standard Terminations

   By Andy the Actuary, January 17, 2009
   • 2 replies
   • 1.6k views
   • 
   • Andy the Actuary
   • January 19, 2009

7. Restricted Lump Sums and Deferral

   By Guest SVP, January 18, 2009
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • January 18, 2009

8. QDROs & Reasonable Administrative Fees

   By Guest ggbrock, January 15, 2009
   • 12 replies
   • 6.1k views
   • 
   • Guest
   • January 16, 2009

9. Cash balance with profit sharing

   By ombskid, January 16, 2009
   • 4 replies
   • 1.6k views
   • 
   • abanky
   • January 16, 2009

10. Practical Import of AFTAP <60%

    By Guest merlin, December 16, 2008
    • 10 replies
    • 2.9k views
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    • dmb
    • January 16, 2009

11. Fidelity Bond

    By jkdoll2, January 15, 2009
    • 4 replies
    • 5k views
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    • mwyatt
    • January 16, 2009

12. 1/1/09 Assets with 2008 Receivable

    By Guest Chamnix, January 14, 2009
    • 6 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • January 15, 2009

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

    By Guest DCquestioner, December 2, 2008
    • 12 replies
    • 3.5k views
    • 
    • Guest
    • January 15, 2009

14. Restricted Plan Paid LS

    By Penman2006, January 14, 2009
    • 4 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • January 15, 2009

15. Forms 1099R

    By Gary, January 14, 2009
    • 8 replies
    • 2.1k views
    • 
    • Effen
    • January 15, 2009

16. Minimum under 417(e) in 2008

    By John Feldt ERPA CPC QPA, February 11, 2008
    • 15 replies
    • 4.4k views
    • 
    • Mike Preston
    • January 14, 2009

17. 1st year CB Plan and PPA

    By abanky, January 7, 2009
    • 20 replies
    • 3.2k views
    • 
    • Mike Preston
    • January 13, 2009

18. AFTAP after Technical Corrections bill

    By dmb, January 13, 2009
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 13, 2009

19. Listed Transaction

    By Randy Watson, January 13, 2009
    • 4 replies
    • 1.5k views
    • 
    • Randy Watson
    • January 13, 2009

20. PPA Funding and insurance

    By mwyatt, January 10, 2009
    • 1 reply
    • 1.7k views
    • 
    • FAPInJax
    • January 13, 2009

21. Change of Valuation Date

    By tymesup, January 12, 2009
    • 4 replies
    • 1.6k views
    • 
    • ScottR
    • January 12, 2009

22. PPA maximum deduction

    By drakecohen, January 10, 2009
    • 14 replies
    • 3k views
    • 
    • Mike Preston
    • January 12, 2009

23. Death Benefits under PPA

    By rcline46, January 9, 2009
    • 5 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • January 12, 2009

24. DB funding questions

    By Guest lerieleech, January 9, 2009
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 12, 2009

25. Segment Rates For EOY Valuations

    By Guest merlin, January 9, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 9, 2009

26. Post PPA Employee Contributions

    By nancy, July 23, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 9, 2009

27. Non-spouse beneficiary rules under PPA

    By Guest Peggy806, January 9, 2009
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • January 9, 2009

28. Transition Relief under Technical Corrections

    By AndyH, January 9, 2009
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • January 9, 2009

29. EOY Quarterlies

    By FAPInJax, January 8, 2009
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • January 9, 2009

30. determination letter submission - unsigned amendments

    By Guest just started..., January 8, 2009
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • January 9, 2009

31. Federal Employee Email Addresses

    By Andy the Actuary, January 7, 2009
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • January 8, 2009

32. 2008 Quarterly Contributions

    By Andy the Actuary, October 10, 2007
    • 22 replies
    • 4.9k views
    • 
    • Guest
    • January 7, 2009

33. 415(b)(2) conversions

    By Guest shaul, January 6, 2009
    • 3 replies
    • 1.4k views
    • 
    • jpod
    • January 7, 2009

34. Easy top heavy minimum question

    By John Feldt ERPA CPC QPA, January 5, 2009
    • 3 replies
    • 1.6k views
    • 
    • SoCalActuary
    • January 6, 2009

35. Payout restrictions

    By Guest pdam, December 22, 2008
    • 2 replies
    • 1.6k views
    • 
    • ScottR
    • January 5, 2009

36. AFTAP Certification: Is There A Choice

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

37. Effective Rate

    By Guest RBlaine, January 2, 2009
    • 7 replies
    • 1.7k views
    • 
    • tymesup
    • January 5, 2009

38. 415 lump sums in 2009

    By FAPInJax, January 2, 2009
    • 4 replies
    • 1.7k views
    • 
    • eeyore
    • January 3, 2009

39. 2009 DB Min Distribs

    By AndyH, December 17, 2008
    • 3 replies
    • 1.5k views
    • 
    • goldtpa
    • January 2, 2009

40. PPA - Funding Target

    By Gary, October 14, 2008
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • January 1, 2009

41. More PPA Potholes

    By Andy the Actuary, December 29, 2008
    • 6 replies
    • 2.3k views
    • 
    • david rigby
    • December 31, 2008

42. Funding Deficiency

    By nancy, December 29, 2008
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • December 31, 2008

43. Change in 2008 Valuation Date

    By carrots, November 9, 2008
    • 9 replies
    • 1.9k views
    • 
    • tymesup
    • December 30, 2008

44. We need a part-time actuary

    By Guest GMP, December 29, 2008
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • December 29, 2008

45. AFTAP and termination

    By Guest RBlaine, December 4, 2008
    • 6 replies
    • 2.1k views
    • 
    • Mike Preston
    • December 29, 2008

46. Amending 5500 and Schedule B

    By Andy the Actuary, December 26, 2008
    • 2 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • December 27, 2008

47. Interest & Compensation Rate Components

    By Andy the Actuary, December 19, 2008
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • December 27, 2008

48. Technical Corrections Bill

    By Guest RMPension, December 19, 2008
    • 8 replies
    • 2k views
    • 
    • tymesup
    • December 27, 2008

49. Is PPA Funding Just Plain Wrong?

    By Andy the Actuary, December 22, 2008
    • 5 replies
    • 1.8k views
    • 
    • tymesup
    • December 27, 2008

50. Pension Plan Frozen?

    By Guest seepajd, December 18, 2008
    • 8 replies
    • 2.1k views
    • 
    • tymesup
    • December 27, 2008