Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Spinoff to terminate?

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

2. Lump Sum basis for small db plan

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

3. Is Recertification Necessary

   By Andy the Actuary, October 13, 2008
   • 6 replies
   • 1.7k views
   • 
   • Andy the Actuary
   • October 14, 2008

4. Credit Balance Timing

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

5. 415 lump sums in 2008

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

6. 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

7. Terminating a fully funded DB plan, and

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

8. Bull or No Bull?

   By Andy the Actuary, October 8, 2008
   • 13 replies
   • 1.6k views
   • 
   • chc93
   • October 9, 2008

9. And yet another relative value question.

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

10. Form 8905 vs. Interim amendments

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

11. Reallocating Excess Assets upon plan term

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

12. Cash Balance - Nondiscrimination testing

    By flosfur, October 3, 2008
    • 15 replies
    • 7k views
    • 
    • JBones
    • October 8, 2008

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

    By JAY21, October 3, 2008
    • 6 replies
    • 2.7k views
    • 
    • david rigby
    • October 7, 2008

14. PPA Valuation of Lump Sums

    By Guest Not Amused, September 30, 2008
    • 5 replies
    • 2.9k views
    • 
    • Andy the Actuary
    • October 7, 2008

15. PBGC calculations

    By FAPInJax, October 2, 2008
    • 2 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 6, 2008

16. Yet Another QOSA Question

    By Guest bobolink, October 3, 2008
    • 0 replies
    • 906 views
    • 
    • Guest
    • October 3, 2008

17. PPA Fundamentals

    By Gary, October 1, 2008
    • 10 replies
    • 2.5k views
    • 
    • Gary
    • October 3, 2008

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

    By AndyH, September 30, 2008
    • 5 replies
    • 5.3k views
    • 
    • Mike Preston
    • October 3, 2008

19. 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

20. AFTAP Mania

    By JAY21, September 30, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 1, 2008

21. Lump Sum and QDRO

    By Guest mom1921, September 30, 2008
    • 3 replies
    • 1.9k views
    • 
    • Effen
    • September 30, 2008

22. revising AFTAP Cert

    By Effen, September 26, 2008
    • 7 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 29, 2008

23. Post-NRA Actuarial Increases

    By Guest Jayco, September 26, 2008
    • 3 replies
    • 1.7k views
    • 
    • mwyatt
    • September 29, 2008

24. Contribution for non-employee?

    By Guest forohonek, September 24, 2008
    • 8 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 27, 2008

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

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

26. FAS 106 Liability

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

27. aftap/cash balance plan

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

28. EOY Valuation & Application of segment rates

    By flosfur, September 19, 2008
    • 9 replies
    • 2.3k views
    • 
    • ak2ary
    • September 25, 2008

29. AFTAP Determination

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

30. required quarterly contributions

    By abanky, September 24, 2008
    • 5 replies
    • 1.6k views
    • 
    • FAPInJax
    • September 24, 2008

31. Sound Advice?

    By 12AX7, September 23, 2008
    • 8 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 24, 2008

32. 402(f) Notice

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

33. PPA J&75% Requirements

    By Guest annie1, September 23, 2008
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • September 23, 2008

34. Required Minimum Distribution

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

35. Permitted Disparity Calculation?

    By Guest newtobenefits, September 23, 2008
    • 1 reply
    • 2.1k views
    • 
    • SoCalActuary
    • September 23, 2008

36. aftaps

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

37. Maximum Deduction under 404(0)

    By Guest DCquestioner, September 22, 2008
    • 11 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 23, 2008

38. 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

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

    By flosfur, September 19, 2008
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • September 22, 2008

40. funding deadline

    By abanky, September 22, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • September 22, 2008

41. Ike and 412 minimum funding deadline

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

42. The Case of the Estranged Spousette

    By Andy the Actuary, September 10, 2008
    • 20 replies
    • 3.2k views
    • 
    • tymesup
    • September 19, 2008

43. 2008 EOY AFTAP's

    By Blinky the 3-eyed Fish, September 17, 2008
    • 13 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2008

44. Controlled Group Question

    By flosfur, September 17, 2008
    • 16 replies
    • 2.4k views
    • 
    • flosfur
    • September 19, 2008

45. 2008 EOY AFTAPS

    By ak2ary, September 18, 2008
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • September 18, 2008

46. Why Audit?

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

47. Cutbacks 411(d) - COLA and ASDs

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

48. End of year valuations

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

49. Benefit Restrictions/Union Plan

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

50. Undeducted Contributions Upon Plan Termination

    By Guest DCquestioner, September 17, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 17, 2008