Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Lump Sum in Top-Heavy Cash Balance Plan

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

2. 60-Day Notice of Intent to Terminate

   By Andy the Actuary, November 10, 2008
   • 9 replies
   • 3k views
   • 
   • Andy the Actuary
   • February 4, 2009

3. Change in 2008 Valuation Date

   By carrots, November 9, 2008
   • 9 replies
   • 1.5k views
   • 
   • tymesup
   • December 30, 2008

4. 5-year vesting?

   By tuni88, November 9, 2008
   • 6 replies
   • 3.1k views
   • 
   • ScottR
   • November 16, 2008

5. Consentual or Non-Consentual

   By Andy the Actuary, November 8, 2008
   • 3 replies
   • 1.5k views
   • 
   • Mike Preston
   • November 9, 2008

6. Retirement - reemployment issue

   By Guest Bearlee, November 7, 2008
   • 0 replies
   • 884 views
   • 
   • Guest
   • November 7, 2008

7. 2007 Funding Deficiency-2008 Funding

   By JAY21, November 7, 2008
   • 0 replies
   • 849 views
   • 
   • JAY21
   • November 7, 2008

8. PBGC Audit

   By Guest ccl, November 7, 2008
   • 2 replies
   • 1k views
   • 
   • tymesup
   • November 7, 2008

9. Seeking actuarial help

   By ScottR, November 7, 2008
   • 2 replies
   • 1.2k views
   • 
   • Mike Preston
   • November 12, 2008

10. AFTAP and -11(g) Amendments

    By Guest merlin, November 6, 2008
    • 1 reply
    • 973 views
    • 
    • ak2ary
    • November 7, 2008

11. Plan aggregation

    By Guest HRD, November 6, 2008
    • 2 replies
    • 934 views
    • 
    • tymesup
    • November 6, 2008

12. Duty to recoup benefits where no damage to plan

    By Guest StephenJ7976, November 6, 2008
    • 20 replies
    • 2.4k views
    • 
    • Guest
    • November 8, 2008

13. Coverage Test

    By Guest David Venuti, November 5, 2008
    • 2 replies
    • 1.3k views
    • 
    • ak2ary
    • November 7, 2008

14. Providing a year of past service in an amendment

    By John Feldt ERPA CPC QPA, November 5, 2008
    • 7 replies
    • 1.7k views
    • 
    • J Simmons
    • November 6, 2008

15. Average Annual Compensation

    By Guest krijowri, November 4, 2008
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • November 4, 2008

16. Plan Termination - annuities

    By Guest joe22, November 3, 2008
    • 14 replies
    • 5.4k views
    • 
    • Guest
    • January 21, 2009

17. RMDs for DB Plans

    By zimbo, November 3, 2008
    • 1 reply
    • 2k views
    • 
    • ScottR
    • November 6, 2008

18. Plan Termination - Late Distribution

    By Dougsbpc, November 3, 2008
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • November 6, 2008

19. Election Apply FSCOB

    By Andy the Actuary, November 1, 2008
    • 5 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • November 5, 2008

20. Plan Terminations and AFTAP

    By Guest Jcarolan, October 31, 2008
    • 7 replies
    • 3.4k views
    • 
    • JAY21
    • February 11, 2009

21. New Plan for S-corp

    By Guest DCquestioner, October 30, 2008
    • 12 replies
    • 2k views
    • 
    • J Simmons
    • November 4, 2008

22. New Plan - First Year Funding Inflexibility

    By carrots, October 30, 2008
    • 2 replies
    • 992 views
    • 
    • david rigby
    • October 30, 2008

23. New Plan - First Year Funding Inflexibility

    By carrots, October 30, 2008
    • 13 replies
    • 2.5k views
    • 
    • tymesup
    • November 5, 2008

24. FASB assumptions

    By Guest Sus95, October 29, 2008
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • October 30, 2008

25. Pension Deductions with LLC

    By Gary, October 29, 2008
    • 3 replies
    • 1.5k views
    • 
    • mwyatt
    • October 30, 2008

26. change in funding methods

    By DMcGovern, October 29, 2008
    • 2 replies
    • 901 views
    • 
    • DMcGovern
    • October 29, 2008

27. Missing Employee Data

    By Randy Watson, October 29, 2008
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • October 30, 2008

28. Plan freeze and 401(a)(26)

    By rcline46, October 28, 2008
    • 11 replies
    • 2.9k views
    • 
    • Andy the Actuary
    • October 29, 2008

29. Deduction Limits after PPA

    By Gary, October 28, 2008
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • October 30, 2008

30. 2008 PPA Funding

    By JAY21, October 27, 2008
    • 3 replies
    • 1k views
    • 
    • mwyatt
    • October 29, 2008

31. 2009 AFTAP Certification

    By Andy the Actuary, October 27, 2008
    • 1 reply
    • 997 views
    • 
    • Andy the Actuary
    • October 27, 2008

32. Schedule B

    By nancy, October 27, 2008
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • October 28, 2008

33. PPA 06 Small Plan Unisex Mortality

    By carrots, October 27, 2008
    • 1 reply
    • 1.2k views
    • 
    • FAPInJax
    • October 27, 2008

34. Full Yield Curve - Website Needed

    By Guest mingblue, October 27, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • October 29, 2008

35. Shortfall Amortization Base or Charge

    By Guest mingblue, October 27, 2008
    • 7 replies
    • 2.8k views
    • 
    • zimbo
    • October 29, 2008

36. Actuarial Equivalence Defined

    By Guest Sabadee!, October 24, 2008
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • October 24, 2008

37. Allocation conditions in Cash Balance Plans

    By AndyH, October 24, 2008
    • 20 replies
    • 4.6k views
    • 
    • AndyH
    • October 27, 2008

38. rollovers into db plan

    By Guest lip, October 23, 2008
    • 10 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 12, 2008

39. Effective Interest Rate -- Lump Sum

    By Andy the Actuary, October 23, 2008
    • 5 replies
    • 2k views
    • 
    • tymesup
    • October 24, 2008

40. PPA Defined Benefit Plan Pension Statement

    By Andy the Actuary, October 22, 2008
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • February 5, 2009

41. 75% QOSA

    By Miner88, October 22, 2008
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • October 28, 2008

42. Maximum Contributions

    By emmetttrudy, October 20, 2008
    • 1 reply
    • 933 views
    • 
    • Blinky the 3-eyed Fish
    • October 20, 2008

43. mortality tables 2009-2013

    By Andy the Actuary, October 18, 2008
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • January 19, 2009

44. DB/DC Combo Max Deductions Under PPA

    By Lou S., October 17, 2008
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • October 20, 2008

45. Reportable Events and Participant Notices

    By AndyH, October 17, 2008
    • 0 replies
    • 817 views
    • 
    • AndyH
    • October 17, 2008

46. Looked at the yield curve lately?

    By Effen, October 16, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 22, 2008

47. lump sum amendment after plan term?

    By Guest Sus95, October 15, 2008
    • 8 replies
    • 3k views
    • 
    • Guest
    • October 16, 2008

48. PPA - Funding Target

    By Gary, October 14, 2008
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • January 1, 2009

49. Lump Sum basis for small db plan

    By Guest Linda B, October 14, 2008
    • 4 replies
    • 1.1k views
    • 
    • mwyatt
    • October 15, 2008

50. Is Recertification Necessary

    By Andy the Actuary, October 13, 2008
    • 6 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • October 14, 2008