Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. rollovers into db plan

   By Guest lip, October 23, 2008
   • 10 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • November 12, 2008

2. Proposed Regulations under 430

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

3. QOSA Requirement

   By Young Curmudgeon, April 15, 2008
   • 8 replies
   • 2.7k views
   • 
   • Guest
   • November 12, 2008

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

   By abanky, November 12, 2008
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • November 12, 2008

5. Present Value Calculations under PPA

   By Gary, November 11, 2008
   • 0 replies
   • 1.5k views
   • 
   • Gary
   • November 11, 2008

6. Maximum benefit of Owner 2 Companies

   By abanky, November 11, 2008
   • 2 replies
   • 1k views
   • 
   • abanky
   • November 11, 2008

7. IRC 436 Frozen Plan

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

8. Consentual or Non-Consentual

   By Andy the Actuary, November 8, 2008
   • 3 replies
   • 1.6k views
   • 
   • Mike Preston
   • November 9, 2008

9. Duty to recoup benefits where no damage to plan

   By Guest StephenJ7976, November 6, 2008
   • 20 replies
   • 2.6k views
   • 
   • Guest
   • November 8, 2008

10. Retirement - reemployment issue

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

11. 2007 Funding Deficiency-2008 Funding

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

12. PBGC Audit

    By Guest ccl, November 7, 2008
    • 2 replies
    • 1.1k views
    • 
    • tymesup
    • November 7, 2008

13. Coverage Test

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

14. AFTAP and -11(g) Amendments

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

15. Plan aggregation

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

16. Providing a year of past service in an amendment

    By John Feldt ERPA CPC QPA, November 5, 2008
    • 7 replies
    • 1.8k views
    • 
    • J Simmons
    • November 6, 2008

17. Plan Termination - Late Distribution

    By Dougsbpc, November 3, 2008
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • November 6, 2008

18. RMDs for DB Plans

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

19. Election Apply FSCOB

    By Andy the Actuary, November 1, 2008
    • 5 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • November 5, 2008

20. New Plan - First Year Funding Inflexibility

    By carrots, October 30, 2008
    • 13 replies
    • 2.7k views
    • 
    • tymesup
    • November 5, 2008

21. Average Annual Compensation

    By Guest krijowri, November 4, 2008
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • November 4, 2008

22. New Plan for S-corp

    By Guest DCquestioner, October 30, 2008
    • 12 replies
    • 2.1k views
    • 
    • J Simmons
    • November 4, 2008

23. Deduction Limits after PPA

    By Gary, October 28, 2008
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • October 30, 2008

24. New Plan - First Year Funding Inflexibility

    By carrots, October 30, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 30, 2008

25. Pension Deductions with LLC

    By Gary, October 29, 2008
    • 3 replies
    • 1.6k views
    • 
    • mwyatt
    • October 30, 2008

26. FASB assumptions

    By Guest Sus95, October 29, 2008
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • October 30, 2008

27. Missing Employee Data

    By Randy Watson, October 29, 2008
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • October 30, 2008

28. change in funding methods

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

29. Shortfall Amortization Base or Charge

    By Guest mingblue, October 27, 2008
    • 7 replies
    • 2.9k views
    • 
    • zimbo
    • October 29, 2008

30. Full Yield Curve - Website Needed

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

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

    By rcline46, October 28, 2008
    • 11 replies
    • 3.2k views
    • 
    • Andy the Actuary
    • October 29, 2008

32. 2008 PPA Funding

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

33. 75% QOSA

    By Miner88, October 22, 2008
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • October 28, 2008

34. Schedule B

    By nancy, October 27, 2008
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • October 28, 2008

35. EOY Val & PBGC premium filing under new rules.

    By flosfur, September 9, 2008
    • 6 replies
    • 1.4k views
    • 
    • JAY21
    • October 27, 2008

36. 2009 AFTAP Certification

    By Andy the Actuary, October 27, 2008
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • October 27, 2008

37. PPA 06 Small Plan Unisex Mortality

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

38. Allocation conditions in Cash Balance Plans

    By AndyH, October 24, 2008
    • 20 replies
    • 5k views
    • 
    • AndyH
    • October 27, 2008

39. Effective Interest Rate -- Lump Sum

    By Andy the Actuary, October 23, 2008
    • 5 replies
    • 2.1k views
    • 
    • tymesup
    • October 24, 2008

40. Actuarial Equivalence Defined

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

41. Funding Target

    By dmb, September 15, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 22, 2008

42. Looked at the yield curve lately?

    By Effen, October 16, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 22, 2008

43. Onsite with the PBGC

    By RCK, October 8, 2008
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • October 21, 2008

44. DB/DC Combo Max Deductions Under PPA

    By Lou S., October 17, 2008
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • October 20, 2008

45. Maximum Contributions

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

46. Can a benefit "flip" from accrued to ancillary?

    By Übernerd, October 9, 2008
    • 13 replies
    • 7k views
    • 
    • Übernerd
    • October 20, 2008

47. top heavy contribution CB & PS

    By abanky, October 13, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • October 18, 2008

48. Reportable Events and Participant Notices

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

49. lump sum amendment after plan term?

    By Guest Sus95, October 15, 2008
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • October 16, 2008

50. PPA 430 Valuation - Lump Sum PBGC

    By Andy the Actuary, October 7, 2008
    • 3 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • October 15, 2008