Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

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

   By flosfur, September 9, 2008
   • 6 replies
   • 1.7k views
   • 
   • JAY21
   • October 27, 2008

2. 2009 AFTAP Certification

   By Andy the Actuary, October 27, 2008
   • 1 reply
   • 1.3k views
   • 
   • Andy the Actuary
   • October 27, 2008

3. PPA 06 Small Plan Unisex Mortality

   By carrots, October 27, 2008
   • 1 reply
   • 1.3k views
   • 
   • FAPInJax
   • October 27, 2008

4. Allocation conditions in Cash Balance Plans

   By AndyH, October 24, 2008
   • 20 replies
   • 5.4k views
   • 
   • AndyH
   • October 27, 2008

5. Effective Interest Rate -- Lump Sum

   By Andy the Actuary, October 23, 2008
   • 5 replies
   • 2.4k views
   • 
   • tymesup
   • October 24, 2008

6. Actuarial Equivalence Defined

   By Guest Sabadee!, October 24, 2008
   • 1 reply
   • 1.5k views
   • 
   • Effen
   • October 24, 2008

7. Funding Target

   By dmb, September 15, 2008
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • October 22, 2008

8. Looked at the yield curve lately?

   By Effen, October 16, 2008
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • October 22, 2008

9. Onsite with the PBGC

   By RCK, October 8, 2008
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • October 21, 2008

10. DB/DC Combo Max Deductions Under PPA

    By Lou S., October 17, 2008
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • October 20, 2008

11. Maximum Contributions

    By emmetttrudy, October 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 20, 2008

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

    By Übernerd, October 9, 2008
    • 13 replies
    • 7.3k views
    • 
    • Übernerd
    • October 20, 2008

13. top heavy contribution CB & PS

    By abanky, October 13, 2008
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • October 18, 2008

14. Reportable Events and Participant Notices

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

15. lump sum amendment after plan term?

    By Guest Sus95, October 15, 2008
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • October 16, 2008

16. PPA 430 Valuation - Lump Sum PBGC

    By Andy the Actuary, October 7, 2008
    • 3 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • October 15, 2008

17. Spinoff to terminate?

    By Guest lerieleech, October 3, 2006
    • 3 replies
    • 2.5k views
    • 
    • Andy the Actuary
    • October 15, 2008

18. Lump Sum basis for small db plan

    By Guest Linda B, October 14, 2008
    • 4 replies
    • 1.4k views
    • 
    • mwyatt
    • October 15, 2008

19. Is Recertification Necessary

    By Andy the Actuary, October 13, 2008
    • 6 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • October 14, 2008

20. Credit Balance Timing

    By Guest snakeeyes, October 13, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 13, 2008

21. 415 lump sums in 2008

    By Gary, October 10, 2008
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • October 10, 2008

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

    By Guest CindyO, October 10, 2008
    • 6 replies
    • 2.8k views
    • 
    • tymesup
    • October 10, 2008

23. Terminating a fully funded DB plan, and

    By katieinny, October 2, 2008
    • 8 replies
    • 2.2k views
    • 
    • Jim Norman
    • October 9, 2008

24. Bull or No Bull?

    By Andy the Actuary, October 8, 2008
    • 13 replies
    • 2k views
    • 
    • chc93
    • October 9, 2008

25. And yet another relative value question.

    By Guest GMP, October 7, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 9, 2008

26. Form 8905 vs. Interim amendments

    By D Syrett, October 8, 2008
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • October 8, 2008

27. Reallocating Excess Assets upon plan term

    By Guest DCquestioner, October 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • D Syrett
    • October 8, 2008

28. Cash Balance - Nondiscrimination testing

    By flosfur, October 3, 2008
    • 15 replies
    • 7.5k views
    • 
    • JBones
    • October 8, 2008

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

    By JAY21, October 3, 2008
    • 6 replies
    • 2.9k views
    • 
    • david rigby
    • October 7, 2008

30. PPA Valuation of Lump Sums

    By Guest Not Amused, September 30, 2008
    • 5 replies
    • 3.1k views
    • 
    • Andy the Actuary
    • October 7, 2008

31. PBGC calculations

    By FAPInJax, October 2, 2008
    • 2 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 6, 2008

32. Yet Another QOSA Question

    By Guest bobolink, October 3, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 3, 2008

33. PPA Fundamentals

    By Gary, October 1, 2008
    • 10 replies
    • 2.8k views
    • 
    • Gary
    • October 3, 2008

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

    By AndyH, September 30, 2008
    • 5 replies
    • 5.6k views
    • 
    • Mike Preston
    • October 3, 2008

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

    By tuni88, September 30, 2008
    • 8 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • October 2, 2008

36. AFTAP Mania

    By JAY21, September 30, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 1, 2008

37. Lump Sum and QDRO

    By Guest mom1921, September 30, 2008
    • 3 replies
    • 2.1k views
    • 
    • Effen
    • September 30, 2008

38. revising AFTAP Cert

    By Effen, September 26, 2008
    • 7 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 29, 2008

39. Post-NRA Actuarial Increases

    By Guest Jayco, September 26, 2008
    • 3 replies
    • 1.9k views
    • 
    • mwyatt
    • September 29, 2008

40. Contribution for non-employee?

    By Guest forohonek, September 24, 2008
    • 8 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • September 27, 2008

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

    By Guest newtobenefits, September 26, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 26, 2008

42. FAS 106 Liability

    By Guest Arthur, September 26, 2008
    • 3 replies
    • 2.1k views
    • 
    • Don Levit
    • September 26, 2008

43. aftap/cash balance plan

    By Guest Sus95, September 25, 2008
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 25, 2008

44. EOY Valuation & Application of segment rates

    By flosfur, September 19, 2008
    • 9 replies
    • 2.6k views
    • 
    • ak2ary
    • September 25, 2008

45. AFTAP Determination

    By Guest mingblue, September 24, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 25, 2008

46. required quarterly contributions

    By abanky, September 24, 2008
    • 5 replies
    • 1.8k views
    • 
    • FAPInJax
    • September 24, 2008

47. Sound Advice?

    By 12AX7, September 23, 2008
    • 8 replies
    • 1.6k views
    • 
    • Mike Preston
    • September 24, 2008

48. 402(f) Notice

    By Andy the Actuary, September 23, 2008
    • 0 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • September 23, 2008

49. PPA J&75% Requirements

    By Guest annie1, September 23, 2008
    • 1 reply
    • 1.6k views
    • 
    • Effen
    • September 23, 2008

50. Required Minimum Distribution

    By JBones, September 23, 2008
    • 0 replies
    • 1.7k views
    • 
    • JBones
    • September 23, 2008