Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. PPA Fundamentals

   By Gary, October 1, 2008
   • 10 replies
   • 2.4k views
   • 
   • Gary
   • October 3, 2008

2. AFTAP due date 9/30, not 10/1, right?

   By AndyH, September 30, 2008
   • 5 replies
   • 5.2k views
   • 
   • Mike Preston
   • October 3, 2008

3. What is most we can contribute to plan in 2008?

   By tuni88, September 30, 2008
   • 8 replies
   • 1.3k views
   • 
   • Andy the Actuary
   • October 2, 2008

4. AFTAP Mania

   By JAY21, September 30, 2008
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • October 1, 2008

5. Lump Sum and QDRO

   By Guest mom1921, September 30, 2008
   • 3 replies
   • 1.8k views
   • 
   • Effen
   • September 30, 2008

6. revising AFTAP Cert

   By Effen, September 26, 2008
   • 7 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • September 29, 2008

7. Post-NRA Actuarial Increases

   By Guest Jayco, September 26, 2008
   • 3 replies
   • 1.6k views
   • 
   • mwyatt
   • September 29, 2008

8. Contribution for non-employee?

   By Guest forohonek, September 24, 2008
   • 8 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • September 27, 2008

9. What happens when a top hat plan participant is no longer eligible?

   By Guest newtobenefits, September 26, 2008
   • 0 replies
   • 933 views
   • 
   • Guest
   • September 26, 2008

10. FAS 106 Liability

    By Guest Arthur, September 26, 2008
    • 3 replies
    • 1.9k views
    • 
    • Don Levit
    • September 26, 2008

11. aftap/cash balance plan

    By Guest Sus95, September 25, 2008
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 25, 2008

12. EOY Valuation & Application of segment rates

    By flosfur, September 19, 2008
    • 9 replies
    • 2.2k views
    • 
    • ak2ary
    • September 25, 2008

13. AFTAP Determination

    By Guest mingblue, September 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 25, 2008

14. required quarterly contributions

    By abanky, September 24, 2008
    • 5 replies
    • 1.5k views
    • 
    • FAPInJax
    • September 24, 2008

15. Sound Advice?

    By 12AX7, September 23, 2008
    • 8 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 24, 2008

16. 402(f) Notice

    By Andy the Actuary, September 23, 2008
    • 0 replies
    • 908 views
    • 
    • Andy the Actuary
    • September 23, 2008

17. PPA J&75% Requirements

    By Guest annie1, September 23, 2008
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • September 23, 2008

18. Required Minimum Distribution

    By JBones, September 23, 2008
    • 0 replies
    • 1.6k views
    • 
    • JBones
    • September 23, 2008

19. Permitted Disparity Calculation?

    By Guest newtobenefits, September 23, 2008
    • 1 reply
    • 2k views
    • 
    • SoCalActuary
    • September 23, 2008

20. aftaps

    By Guest lip, September 22, 2008
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • September 23, 2008

21. Maximum Deduction under 404(0)

    By Guest DCquestioner, September 22, 2008
    • 11 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • September 23, 2008

22. Amortization base in first year of plan

    By Guest Deflector, September 19, 2008
    • 4 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 22, 2008

23. Effective interest rate under S430(h)(2)

    By flosfur, September 19, 2008
    • 5 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • September 22, 2008

24. funding deadline

    By abanky, September 22, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 22, 2008

25. Ike and 412 minimum funding deadline

    By Guest esaade, September 22, 2008
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 22, 2008

26. The Case of the Estranged Spousette

    By Andy the Actuary, September 10, 2008
    • 20 replies
    • 3.1k views
    • 
    • tymesup
    • September 19, 2008

27. 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

28. Controlled Group Question

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

29. 2008 EOY AFTAPS

    By ak2ary, September 18, 2008
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • September 18, 2008

30. Why Audit?

    By Andy the Actuary, September 17, 2008
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • September 18, 2008

31. Cutbacks 411(d) - COLA and ASDs

    By Guest Eris@rab, September 18, 2008
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 18, 2008

32. End of year valuations

    By jkdoll2, September 17, 2008
    • 2 replies
    • 1.1k views
    • 
    • tymesup
    • September 18, 2008

33. Benefit Restrictions/Union Plan

    By Guest Sus95, March 3, 2008
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • September 18, 2008

34. Undeducted Contributions Upon Plan Termination

    By Guest DCquestioner, September 17, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • September 17, 2008

35. Cash balance plan termination

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

36. IRS Mortality Tales

    By Gary, September 15, 2008
    • 7 replies
    • 2.3k views
    • 
    • SoCalActuary
    • September 17, 2008

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

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

38. AFTAP/OFF CALENDAR YEAR

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

39. 5330 Due date

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

40. Matt Damon - our newest actuary

    By Effen, September 11, 2008
    • 33 replies
    • 6.7k views
    • 
    • Andy the Actuary
    • September 15, 2008

41. NRA Revisited

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

42. Definition of Participant for Form 5500/Sch B

    By flosfur, September 9, 2008
    • 6 replies
    • 4.1k views
    • 
    • tymesup
    • September 10, 2008

43. AFTAP; Participant Notice when below 80%

    By JAY21, September 9, 2008
    • 3 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • September 9, 2008

44. PPA benefit accrual

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

45. One Plan - Multiple BCD's

    By Guest Sabadee!, September 9, 2008
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • September 9, 2008

46. Plan Freeze for Selected Participants

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

47. Carrying forward deductions - DB and now DC plan

    By TPAnnie, September 5, 2008
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • September 8, 2008

48. Comp Defn for FAP

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

49. Plan Design Issues

    By Gary, September 5, 2008
    • 18 replies
    • 2k views
    • 
    • J Simmons
    • September 7, 2008

50. DB question from a DC person..

    By Guest stevena1, September 4, 2008
    • 19 replies
    • 2.7k views
    • 
    • GBurns
    • September 7, 2008