Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cash balance plan termination

   By Guest Ron Sevcik, September 17, 2008
   • 3 replies
   • 2.2k views
   • 
   • Blinky the 3-eyed Fish
   • September 17, 2008

2. 2008 EOY AFTAP's

   By Blinky the 3-eyed Fish, September 17, 2008
   • 13 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • September 19, 2008

3. Controlled Group Question

   By flosfur, September 17, 2008
   • 16 replies
   • 2.3k views
   • 
   • flosfur
   • September 19, 2008

4. AFTAP/OFF CALENDAR YEAR

   By Guest Sus95, September 16, 2008
   • 2 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • September 16, 2008

5. DB Plan to Cash Balance -- A+B question

   By Guest RiskAdvisor, September 16, 2008
   • 5 replies
   • 1.2k views
   • 
   • ak2ary
   • September 16, 2008

6. IRS Mortality Tales

   By Gary, September 15, 2008
   • 7 replies
   • 2.2k views
   • 
   • SoCalActuary
   • September 17, 2008

7. Funding Target

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

8. 5330 Due date

   By AndyH, September 15, 2008
   • 2 replies
   • 1.2k views
   • 
   • AndyH
   • September 15, 2008

9. Matt Damon - our newest actuary

   By Effen, September 11, 2008
   • 33 replies
   • 6.3k views
   • 
   • Andy the Actuary
   • September 15, 2008

10. The Case of the Estranged Spousette

    By Andy the Actuary, September 10, 2008
    • 20 replies
    • 3k views
    • 
    • tymesup
    • September 19, 2008

11. New Floor/offset under PPA

    By rcline46, September 10, 2008
    • 9 replies
    • 2.5k views
    • 
    • Dougsbpc
    • March 21, 2014

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

    By flosfur, September 9, 2008
    • 6 replies
    • 1.3k views
    • 
    • JAY21
    • October 27, 2008

13. NRA Revisited

    By Andy the Actuary, September 9, 2008
    • 9 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 12, 2008

14. AFTAP; Participant Notice when below 80%

    By JAY21, September 9, 2008
    • 3 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • September 9, 2008

15. Definition of Participant for Form 5500/Sch B

    By flosfur, September 9, 2008
    • 6 replies
    • 4k views
    • 
    • tymesup
    • September 10, 2008

16. PPA benefit accrual

    By FAPInJax, September 9, 2008
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • September 9, 2008

17. One Plan - Multiple BCD's

    By Guest Sabadee!, September 9, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 9, 2008

18. Plan Freeze for Selected Participants

    By Guest mingblue, September 8, 2008
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • September 9, 2008

19. Plan Design Issues

    By Gary, September 5, 2008
    • 18 replies
    • 1.9k views
    • 
    • J Simmons
    • September 7, 2008

20. Comp Defn for FAP

    By Guest bobolink, September 5, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 8, 2008

21. Carrying forward deductions - DB and now DC plan

    By TPAnnie, September 5, 2008
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • September 8, 2008

22. Amending NRA and Cushion Amount

    By Andy the Actuary, September 5, 2008
    • 1 reply
    • 1.4k views
    • 
    • Dougsbpc
    • September 5, 2008

23. Death benefit from DB Plan

    By Guest lil, September 4, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • September 5, 2008

24. DB question from a DC person..

    By Guest stevena1, September 4, 2008
    • 19 replies
    • 2.6k views
    • 
    • GBurns
    • September 7, 2008

25. Long Term Healthcare

    By Guest skc, September 2, 2008
    • 4 replies
    • 1k views
    • 
    • GBurns
    • September 3, 2008

26. Effect of plan termination on valuation

    By Guest saeissler, September 2, 2008
    • 3 replies
    • 1.9k views
    • 
    • mwyatt
    • September 2, 2008

27. PBCG audit?

    By Guest jjren, August 28, 2008
    • 1 reply
    • 810 views
    • 
    • Effen
    • August 29, 2008

28. Distributions in Cash balance

    By jkdoll2, August 28, 2008
    • 1 reply
    • 882 views
    • 
    • Blinky the 3-eyed Fish
    • August 28, 2008

29. Need help please 1 2

    By AndyH, August 26, 2008
    • 65 replies
    • 8.8k views
    • 
    • Guest
    • May 15, 2015

30. 2008 Assets For PBGC Premium Calculation

    By Andy the Actuary, August 26, 2008
    • 0 replies
    • 983 views
    • 
    • Andy the Actuary
    • August 26, 2008

31. New PBGC Premium Deadlines for 2008 filings

    By JAY21, August 22, 2008
    • 5 replies
    • 2k views
    • 
    • jkdoll2
    • August 28, 2008

32. Changing Plan Year

    By flosfur, August 21, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 21, 2008

33. Short PY & Min/Max contributions?

    By flosfur, August 21, 2008
    • 2 replies
    • 1.2k views
    • 
    • flosfur
    • September 3, 2008

34. Qualified Plan Distributions

    By Gary, August 20, 2008
    • 14 replies
    • 3k views
    • 
    • mwyatt
    • August 22, 2008

35. Actuary - offshore, bpo

    By Guest bill555, August 20, 2008
    • 20 replies
    • 3.4k views
    • 
    • AndyH
    • August 27, 2008

36. In-Service Distribution Adjustments

    By Andy the Actuary, August 20, 2008
    • 3 replies
    • 2.8k views
    • 
    • David MacLennan
    • August 21, 2008

37. FAS 158 Reference Book

    By Guest mingblue, August 20, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 20, 2008

38. Overfunded plan; sole (very ill) proprietor

    By Guest Penelope, August 20, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2008

39. Reporting General Test Results

    By Guest mingblue, August 19, 2008
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • August 20, 2008

40. Late late quarterlies

    By Blinky the 3-eyed Fish, August 18, 2008
    • 4 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 18, 2008

41. Election Year Mud

    By Andy the Actuary, August 17, 2008
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 18, 2008

42. Plan freeze - but not for certain participants

    By Guest Bearlee, August 15, 2008
    • 9 replies
    • 2.8k views
    • 
    • Effen
    • August 20, 2008

43. EOY funding and PPA

    By FAPInJax, August 14, 2008
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • August 15, 2008

44. Burn Notice

    By Andy the Actuary, August 14, 2008
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • August 15, 2008

45. Employer reversion impact on SFAS 87/88/158

    By D Syrett, August 12, 2008
    • 2 replies
    • 1.2k views
    • 
    • D Syrett
    • August 13, 2008

46. Cash Balance Plan Funding and IRC 415

    By mwyatt, August 12, 2008
    • 16 replies
    • 3.7k views
    • 
    • tymesup
    • August 14, 2008

47. SFAS 158 disclosure?

    By Lori H, August 11, 2008
    • 11 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2008

48. 12/31/07 Funding Deficiency

    By Guest GMP, August 7, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 11, 2008

49. Offset Plan

    By Gary, August 7, 2008
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2008

50. Required Minimum distribution to nonspouse beneficiary

    By LIBERTYKID, August 6, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 6, 2008