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Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

  1. Protected Benefits

    By Gary,
    • 2 replies
    • 1.1k views

  2. DB/DC Deduction Limit for 2008

    By YankeeFan,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  3. AFTAP and Contributions

    By Andy the Actuary,
    • 7 replies
    • 2.4k views

  4. PPA Ancillaries

    By FAPInJax,
    • 2 replies
    • 1.3k views

  5. PBGC Plan Termination

    By Dougsbpc,
    • 1 reply
    • 1.4k views

  6. plan termination

    By Guest lip,
    • 5 replies
    • 1.4k views

  7. Cash Balance Funding Whipsaw

    By JAY21,
    • 4 replies
    • 2k views

  8. Valuing Optional Lump Sum Benefits under PPA

    By flosfur,
    • 10 replies
    • 2.9k views

  9. Does the PFEA amendment to 415(b)(2)(E) apply to Gov't Plans?

    By Guest Bearlee,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  10. AFTAP letter

    By thepensionmaven,
    • 3 replies
    • 1.8k views

  11. Prior salary & service for 415 limit

    By ScottR,
    • 4 replies
    • 1.5k views

  12. AFTAP between 60 and 80%

    By nancy,
    • 1 reply
    • 1.6k views

  13. So Now What?

    By tuni88,
    • 6 replies
    • 1.5k views
    • Guest
    • Guest

  14. Benefit Restrictions on Plan Termination?

    By Dougsbpc,
    • 4 replies
    • 1.4k views

  15. AFTAP Percentage Drops Below 80% Before Terminee is Paid Lump Sum

    By Guest PaulL,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  16. Non Discrimination Testing

    By Gary,
    • 5 replies
    • 1.6k views

  17. Actuary and TPA need to sign an Annuity Contract Agreement?

    By Guest DCquestioner,
    • 5 replies
    • 1.8k views

  18. Late Quarterly Contribution Charge

    By mming,
    • 2 replies
    • 1.7k views

  19. Allocation of Assets between 2 owners

    By JAY21,
    • 3 replies
    • 1.3k views

  20. Rescinding Plan Year Change

    By Guest Patrick Foley,
    • 1 reply
    • 1.4k views

  21. Restriction on payouts under PPA Vs. Old 25 HCEs rule

    By flosfur,
    • 6 replies
    • 1.8k views

  22. Electing Alternate Funding Target - PBGC

    By Andy the Actuary,
    • 1 reply
    • 1.4k views

  23. Distributions on Plan Termination & AFTAP Cert

    By flosfur,
    • 16 replies
    • 3.2k views

  24. Maximum Deductible Contribution - PPA

    By Gary,
    • 1 reply
    • 1.3k views

  25. End of Year Valuations

    By Dougsbpc,
    • 2 replies
    • 1.1k views

  26. 401(a)(4) Testing of DB/DC Combo

    By flosfur,
    • 2 replies
    • 1.7k views

  27. Plan Assets

    By Gary,
    • 4 replies
    • 1.3k views

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

    By Lori H,
    • 2 replies
    • 1.3k views

  29. Frozen DB - TH Benefits stop?

    By ombskid,
    • 9 replies
    • 2.3k views

  30. FAS 87 vs. Funding

    By emmetttrudy,
    • 3 replies
    • 2.3k views

  31. Life Insurance in DB plan

    By Guest DCquestioner,
    • 4 replies
    • 2.1k views

  32. PBGC Plan Termination

    By David,
    • 5 replies
    • 2.8k views

  33. PPA Quarterlies and FSCOB

    By Andy the Actuary,
    • 8 replies
    • 1.7k views

  34. Pro Rate under PPA through Termination Date?

    By Blinky the 3-eyed Fish,
    • 6 replies
    • 1.9k views

  35. FSCOB & Quarterlies & AFTAPs

    By zimbo,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

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

    By Guest AEA,
    • 3 replies
    • 1k views

  37. 206(g) Notice Required?

    By mwyatt,
    • 2 replies
    • 1.2k views

  38. Target Normal Cost

    By Gary,
    • 1 reply
    • 1.3k views

  39. New Plan for 2008 using 12/31/07 to 12/30/08 plan year

    By YankeeFan,
    • 5 replies
    • 1k views

  40. What's the size of the PBGC's deficit?

    By Guest Blueglass,
    • 42 replies
    • 7.7k views

  41. Working Within the System to eliminate lump sums

    By Andy the Actuary,
    • 16 replies
    • 2.5k views

  42. Mortality Tables - IRS Notice 2008-85

    By david rigby,
    • 1 reply
    • 2.6k views

  43. Maximum Deduction and Calculation of Funding Target

    By YankeeFan,
    • 6 replies
    • 3.8k views

  44. Confirming if Quarterlies would be required

    By Effen,
    • 3 replies
    • 1.5k views

  45. "Unofficial" Estimates of DB Benefits

    By Guest DBS1,
    • 6 replies
    • 1.5k views

  46. Automatic Plan Freeze

    By Gary,
    • 4 replies
    • 1.5k views

  47. Electing Full Yield Curve

    By dmb,
    • 3 replies
    • 1.4k views
    • dmb
    • dmb

  48. Required Minimum Distributions

    By emmetttrudy,
    • 3 replies
    • 1.4k views

  49. 5-year vesting?

    By tuni88,
    • 6 replies
    • 3.4k views

  50. Excel Custom Functions for PPA Annuity Factors

    By Guest JoeActuary,
    • 3 replies
    • 9.3k views
    • Guest
    • Guest
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