Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 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

2. Mortality Tables - IRS Notice 2008-85

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

3. Maximum Deduction and Calculation of Funding Target

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

4. Confirming if Quarterlies would be required

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

5. "Unofficial" Estimates of DB Benefits

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

6. Automatic Plan Freeze

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

7. Electing Full Yield Curve

   By dmb, November 13, 2008
   • 3 replies
   • 1.3k views
   • 
   • dmb
   • November 17, 2008

8. Required Minimum Distributions

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

9. 5-year vesting?

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

10. Excel Custom Functions for PPA Annuity Factors

    By Guest JoeActuary, April 2, 2008
    • 3 replies
    • 9k views
    • 
    • Guest
    • November 14, 2008

11. cash balance plan

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

12. maximum hypothetic balance in cash balance plan

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

13. PPA relief?

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

14. Post NRD in the PPA world

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

15. 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

16. Seeking actuarial help

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

17. Controlled Group Question

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

18. In service distributions

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

19. rollovers into db plan

    By Guest lip, October 23, 2008
    • 10 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 12, 2008

20. Proposed Regulations under 430

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

21. QOSA Requirement

    By Young Curmudgeon, April 15, 2008
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • November 12, 2008

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

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

23. Present Value Calculations under PPA

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

24. Maximum benefit of Owner 2 Companies

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

25. IRC 436 Frozen Plan

    By Andy the Actuary, November 10, 2008
    • 2 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • November 10, 2008

26. Consentual or Non-Consentual

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

27. Duty to recoup benefits where no damage to plan

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

28. Retirement - reemployment issue

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

29. 2007 Funding Deficiency-2008 Funding

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

30. PBGC Audit

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

31. Coverage Test

    By Guest David Venuti, November 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • ak2ary
    • November 7, 2008

32. AFTAP and -11(g) Amendments

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

33. Plan aggregation

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

34. 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

35. Plan Termination - Late Distribution

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

36. RMDs for DB Plans

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

37. Election Apply FSCOB

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

38. New Plan - First Year Funding Inflexibility

    By carrots, October 30, 2008
    • 13 replies
    • 2.6k views
    • 
    • tymesup
    • November 5, 2008

39. Average Annual Compensation

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

40. New Plan for S-corp

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

41. Deduction Limits after PPA

    By Gary, October 28, 2008
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • October 30, 2008

42. New Plan - First Year Funding Inflexibility

    By carrots, October 30, 2008
    • 2 replies
    • 1k views
    • 
    • david rigby
    • October 30, 2008

43. Pension Deductions with LLC

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

44. FASB assumptions

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

45. Missing Employee Data

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

46. change in funding methods

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

47. Shortfall Amortization Base or Charge

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

48. Full Yield Curve - Website Needed

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

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

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

50. 2008 PPA Funding

    By JAY21, October 27, 2008
    • 3 replies
    • 1.1k views
    • 
    • mwyatt
    • October 29, 2008