Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Plan aggregation

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

2. 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

3. Plan Termination - Late Distribution

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

4. RMDs for DB Plans

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

5. Election Apply FSCOB

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

6. New Plan - First Year Funding Inflexibility

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

7. Average Annual Compensation

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

8. New Plan for S-corp

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

9. Deduction Limits after PPA

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

10. New Plan - First Year Funding Inflexibility

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

11. Pension Deductions with LLC

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

12. FASB assumptions

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

13. Missing Employee Data

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

14. change in funding methods

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

15. Shortfall Amortization Base or Charge

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

16. Full Yield Curve - Website Needed

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

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

    By rcline46, October 28, 2008
    • 11 replies
    • 3k views
    • 
    • Andy the Actuary
    • October 29, 2008

18. 2008 PPA Funding

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

19. 75% QOSA

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

20. Schedule B

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

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

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

22. 2009 AFTAP Certification

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

23. PPA 06 Small Plan Unisex Mortality

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

24. Allocation conditions in Cash Balance Plans

    By AndyH, October 24, 2008
    • 20 replies
    • 4.8k views
    • 
    • AndyH
    • October 27, 2008

25. Effective Interest Rate -- Lump Sum

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

26. Actuarial Equivalence Defined

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

27. Funding Target

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

28. Looked at the yield curve lately?

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

29. Onsite with the PBGC

    By RCK, October 8, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 21, 2008

30. DB/DC Combo Max Deductions Under PPA

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

31. Maximum Contributions

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

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

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

33. top heavy contribution CB & PS

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

34. Reportable Events and Participant Notices

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

35. lump sum amendment after plan term?

    By Guest Sus95, October 15, 2008
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • October 16, 2008

36. PPA 430 Valuation - Lump Sum PBGC

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

37. Spinoff to terminate?

    By Guest lerieleech, October 3, 2006
    • 3 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • October 15, 2008

38. Lump Sum basis for small db plan

    By Guest Linda B, October 14, 2008
    • 4 replies
    • 1.2k views
    • 
    • mwyatt
    • October 15, 2008

39. Is Recertification Necessary

    By Andy the Actuary, October 13, 2008
    • 6 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • October 14, 2008

40. Credit Balance Timing

    By Guest snakeeyes, October 13, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 13, 2008

41. 415 lump sums in 2008

    By Gary, October 10, 2008
    • 0 replies
    • 940 views
    • 
    • Gary
    • October 10, 2008

42. Do you count non-vested participants for PBGC flat rate?

    By Guest CindyO, October 10, 2008
    • 6 replies
    • 2.6k views
    • 
    • tymesup
    • October 10, 2008

43. Terminating a fully funded DB plan, and

    By katieinny, October 2, 2008
    • 8 replies
    • 1.9k views
    • 
    • Jim Norman
    • October 9, 2008

44. Bull or No Bull?

    By Andy the Actuary, October 8, 2008
    • 13 replies
    • 1.5k views
    • 
    • chc93
    • October 9, 2008

45. And yet another relative value question.

    By Guest GMP, October 7, 2008
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • October 9, 2008

46. Form 8905 vs. Interim amendments

    By D Syrett, October 8, 2008
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • October 8, 2008

47. Reallocating Excess Assets upon plan term

    By Guest DCquestioner, October 8, 2008
    • 2 replies
    • 1k views
    • 
    • D Syrett
    • October 8, 2008

48. Cash Balance - Nondiscrimination testing

    By flosfur, October 3, 2008
    • 15 replies
    • 6.6k views
    • 
    • JBones
    • October 8, 2008

49. HCE restrictions under Treas. Reg. 1.401(a)(4)-5

    By JAY21, October 3, 2008
    • 6 replies
    • 2.6k views
    • 
    • david rigby
    • October 7, 2008

50. PPA Valuation of Lump Sums

    By Guest Not Amused, September 30, 2008
    • 5 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • October 7, 2008