Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. Benefit Restrictions/Union Plan

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

2. Undeducted Contributions Upon Plan Termination

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

3. Cash balance plan termination

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

4. IRS Mortality Tales

   By Gary, September 15, 2008
   • 7 replies
   • 2.4k views
   • 
   • SoCalActuary
   • September 17, 2008

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

   By Guest RiskAdvisor, September 16, 2008
   • 5 replies
   • 1.3k views
   • 
   • ak2ary
   • September 16, 2008

6. AFTAP/OFF CALENDAR YEAR

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

7. 5330 Due date

   By AndyH, September 15, 2008
   • 2 replies
   • 1.3k views
   • 
   • AndyH
   • September 15, 2008

8. Matt Damon - our newest actuary

   By Effen, September 11, 2008
   • 33 replies
   • 7.1k views
   • 
   • Andy the Actuary
   • September 15, 2008

9. NRA Revisited

   By Andy the Actuary, September 9, 2008
   • 9 replies
   • 1.7k views
   • 
   • Andy the Actuary
   • September 12, 2008

10. Definition of Participant for Form 5500/Sch B

    By flosfur, September 9, 2008
    • 6 replies
    • 4.2k views
    • 
    • tymesup
    • September 10, 2008

11. AFTAP; Participant Notice when below 80%

    By JAY21, September 9, 2008
    • 3 replies
    • 2.5k views
    • 
    • Andy the Actuary
    • September 9, 2008

12. PPA benefit accrual

    By FAPInJax, September 9, 2008
    • 2 replies
    • 1.3k views
    • 
    • tymesup
    • September 9, 2008

13. One Plan - Multiple BCD's

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

14. Plan Freeze for Selected Participants

    By Guest mingblue, September 8, 2008
    • 8 replies
    • 1.5k views
    • 
    • AndyH
    • September 9, 2008

15. Carrying forward deductions - DB and now DC plan

    By TPAnnie, September 5, 2008
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • September 8, 2008

16. Comp Defn for FAP

    By Guest bobolink, September 5, 2008
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • September 8, 2008

17. Plan Design Issues

    By Gary, September 5, 2008
    • 18 replies
    • 2.1k views
    • 
    • J Simmons
    • September 7, 2008

18. DB question from a DC person..

    By Guest stevena1, September 4, 2008
    • 19 replies
    • 2.9k views
    • 
    • GBurns
    • September 7, 2008

19. Amending NRA and Cushion Amount

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

20. Death benefit from DB Plan

    By Guest lil, September 4, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • September 5, 2008

21. 10/1/08 AFTAPS-EOY Valuations

    By JAY21, August 4, 2008
    • 18 replies
    • 2.9k views
    • 
    • AndyH
    • September 4, 2008

22. Funding for lump sum at 415 limit under PPA

    By Blinky the 3-eyed Fish, July 7, 2008
    • 14 replies
    • 3.4k views
    • 
    • tymesup
    • September 4, 2008

23. Short PY & Min/Max contributions?

    By flosfur, August 21, 2008
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • September 3, 2008

24. Long Term Healthcare

    By Guest skc, September 2, 2008
    • 4 replies
    • 1.1k views
    • 
    • GBurns
    • September 3, 2008

25. Effect of plan termination on valuation

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

26. PBCG audit?

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

27. Distributions in Cash balance

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

28. New PBGC Premium Deadlines for 2008 filings

    By JAY21, August 22, 2008
    • 5 replies
    • 2.1k views
    • 
    • jkdoll2
    • August 28, 2008

29. Actuary - offshore, bpo

    By Guest bill555, August 20, 2008
    • 20 replies
    • 3.7k views
    • 
    • AndyH
    • August 27, 2008

30. 2008 Assets For PBGC Premium Calculation

    By Andy the Actuary, August 26, 2008
    • 0 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • August 26, 2008

31. SFAS 158 disclosure?

    By Lori H, August 11, 2008
    • 11 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2008

32. error in MRD payment calculation

    By Guest newFSA, July 24, 2008
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • August 22, 2008

33. Qualified Plan Distributions

    By Gary, August 20, 2008
    • 14 replies
    • 3.3k views
    • 
    • mwyatt
    • August 22, 2008

34. Changing Plan Year

    By flosfur, August 21, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 21, 2008

35. In-Service Distribution Adjustments

    By Andy the Actuary, August 20, 2008
    • 3 replies
    • 3.1k views
    • 
    • David MacLennan
    • August 21, 2008

36. Overfunded plan; sole (very ill) proprietor

    By Guest Penelope, August 20, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 20, 2008

37. Plan freeze - but not for certain participants

    By Guest Bearlee, August 15, 2008
    • 9 replies
    • 3.2k views
    • 
    • Effen
    • August 20, 2008

38. FAS 158 Reference Book

    By Guest mingblue, August 20, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 20, 2008

39. Reporting General Test Results

    By Guest mingblue, August 19, 2008
    • 3 replies
    • 1.2k views
    • 
    • K2retire
    • August 20, 2008

40. Electronic Filing

    By Gary, July 22, 2008
    • 7 replies
    • 1.8k views
    • 
    • chc93
    • August 19, 2008

41. Plan Disqualification

    By Gary, July 31, 2008
    • 8 replies
    • 4.1k views
    • 
    • Guest
    • August 19, 2008

42. Late late quarterlies

    By Blinky the 3-eyed Fish, August 18, 2008
    • 4 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • August 18, 2008

43. Election Year Mud

    By Andy the Actuary, August 17, 2008
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • August 18, 2008

44. Burn Notice

    By Andy the Actuary, August 14, 2008
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 15, 2008

45. EOY funding and PPA

    By FAPInJax, August 14, 2008
    • 2 replies
    • 1.6k views
    • 
    • mwyatt
    • August 15, 2008

46. Cash Balance Plan Funding and IRC 415

    By mwyatt, August 12, 2008
    • 16 replies
    • 4.1k views
    • 
    • tymesup
    • August 14, 2008

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

    By D Syrett, August 12, 2008
    • 2 replies
    • 1.3k views
    • 
    • D Syrett
    • August 13, 2008

48. 12/31/07 Funding Deficiency

    By Guest GMP, August 7, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 11, 2008

49. Final Form 5500EZ

    By Gary, August 5, 2008
    • 7 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2008

50. Offset Plan

    By Gary, August 7, 2008
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2008