Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

1. Onsite with the PBGC

   By RCK, October 8, 2008
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • October 21, 2008

2. DB/DC Combo Max Deductions Under PPA

   By Lou S., October 17, 2008
   • 2 replies
   • 1.3k views
   • 
   • Lou S.
   • October 20, 2008

3. Maximum Contributions

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

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

   By Übernerd, October 9, 2008
   • 13 replies
   • 7.1k views
   • 
   • Übernerd
   • October 20, 2008

5. top heavy contribution CB & PS

   By abanky, October 13, 2008
   • 4 replies
   • 2k views
   • 
   • Guest
   • October 18, 2008

6. Reportable Events and Participant Notices

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

7. lump sum amendment after plan term?

   By Guest Sus95, October 15, 2008
   • 8 replies
   • 3.3k views
   • 
   • Guest
   • October 16, 2008

8. PPA 430 Valuation - Lump Sum PBGC

   By Andy the Actuary, October 7, 2008
   • 3 replies
   • 2.2k views
   • 
   • Andy the Actuary
   • October 15, 2008

9. Spinoff to terminate?

   By Guest lerieleech, October 3, 2006
   • 3 replies
   • 2.4k views
   • 
   • Andy the Actuary
   • October 15, 2008

10. Lump Sum basis for small db plan

    By Guest Linda B, October 14, 2008
    • 4 replies
    • 1.3k views
    • 
    • mwyatt
    • October 15, 2008

11. Is Recertification Necessary

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

12. Credit Balance Timing

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

13. 415 lump sums in 2008

    By Gary, October 10, 2008
    • 0 replies
    • 1k views
    • 
    • Gary
    • October 10, 2008

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

    By Guest CindyO, October 10, 2008
    • 6 replies
    • 2.7k views
    • 
    • tymesup
    • October 10, 2008

15. Terminating a fully funded DB plan, and

    By katieinny, October 2, 2008
    • 8 replies
    • 2.1k views
    • 
    • Jim Norman
    • October 9, 2008

16. Bull or No Bull?

    By Andy the Actuary, October 8, 2008
    • 13 replies
    • 1.8k views
    • 
    • chc93
    • October 9, 2008

17. And yet another relative value question.

    By Guest GMP, October 7, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 9, 2008

18. Form 8905 vs. Interim amendments

    By D Syrett, October 8, 2008
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • October 8, 2008

19. Reallocating Excess Assets upon plan term

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

20. Cash Balance - Nondiscrimination testing

    By flosfur, October 3, 2008
    • 15 replies
    • 7.3k views
    • 
    • JBones
    • October 8, 2008

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

    By JAY21, October 3, 2008
    • 6 replies
    • 2.8k views
    • 
    • david rigby
    • October 7, 2008

22. PPA Valuation of Lump Sums

    By Guest Not Amused, September 30, 2008
    • 5 replies
    • 3k views
    • 
    • Andy the Actuary
    • October 7, 2008

23. PBGC calculations

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

24. Yet Another QOSA Question

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

25. PPA Fundamentals

    By Gary, October 1, 2008
    • 10 replies
    • 2.6k views
    • 
    • Gary
    • October 3, 2008

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

    By AndyH, September 30, 2008
    • 5 replies
    • 5.4k views
    • 
    • Mike Preston
    • October 3, 2008

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

    By tuni88, September 30, 2008
    • 8 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • October 2, 2008

28. AFTAP Mania

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

29. Lump Sum and QDRO

    By Guest mom1921, September 30, 2008
    • 3 replies
    • 2k views
    • 
    • Effen
    • September 30, 2008

30. revising AFTAP Cert

    By Effen, September 26, 2008
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • September 29, 2008

31. Post-NRA Actuarial Increases

    By Guest Jayco, September 26, 2008
    • 3 replies
    • 1.8k views
    • 
    • mwyatt
    • September 29, 2008

32. Contribution for non-employee?

    By Guest forohonek, September 24, 2008
    • 8 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • September 27, 2008

33. 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

34. FAS 106 Liability

    By Guest Arthur, September 26, 2008
    • 3 replies
    • 2k views
    • 
    • Don Levit
    • September 26, 2008

35. aftap/cash balance plan

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

36. EOY Valuation & Application of segment rates

    By flosfur, September 19, 2008
    • 9 replies
    • 2.5k views
    • 
    • ak2ary
    • September 25, 2008

37. AFTAP Determination

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

38. required quarterly contributions

    By abanky, September 24, 2008
    • 5 replies
    • 1.7k views
    • 
    • FAPInJax
    • September 24, 2008

39. Sound Advice?

    By 12AX7, September 23, 2008
    • 8 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 24, 2008

40. 402(f) Notice

    By Andy the Actuary, September 23, 2008
    • 0 replies
    • 1k views
    • 
    • Andy the Actuary
    • September 23, 2008

41. PPA J&75% Requirements

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

42. Required Minimum Distribution

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

43. Permitted Disparity Calculation?

    By Guest newtobenefits, September 23, 2008
    • 1 reply
    • 2.2k views
    • 
    • SoCalActuary
    • September 23, 2008

44. aftaps

    By Guest lip, September 22, 2008
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • September 23, 2008

45. Maximum Deduction under 404(0)

    By Guest DCquestioner, September 22, 2008
    • 11 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • September 23, 2008

46. Amortization base in first year of plan

    By Guest Deflector, September 19, 2008
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 22, 2008

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

    By flosfur, September 19, 2008
    • 5 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • September 22, 2008

48. funding deadline

    By abanky, September 22, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 22, 2008

49. Ike and 412 minimum funding deadline

    By Guest esaade, September 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 22, 2008

50. The Case of the Estranged Spousette

    By Andy the Actuary, September 10, 2008
    • 20 replies
    • 3.4k views
    • 
    • tymesup
    • September 19, 2008