Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Permitted Disparity Calculation?

   By Guest newtobenefits, September 23, 2008
   • 1 reply
   • 2.3k views
   • 
   • SoCalActuary
   • September 23, 2008

2. aftaps

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

3. Maximum Deduction under 404(0)

   By Guest DCquestioner, September 22, 2008
   • 11 replies
   • 2.8k views
   • 
   • John Feldt ERPA CPC QPA
   • September 23, 2008

4. 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

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

   By flosfur, September 19, 2008
   • 5 replies
   • 2.2k views
   • 
   • Andy the Actuary
   • September 22, 2008

6. funding deadline

   By abanky, September 22, 2008
   • 3 replies
   • 1.5k views
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   • Guest
   • September 22, 2008

7. Ike and 412 minimum funding deadline

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

8. The Case of the Estranged Spousette

   By Andy the Actuary, September 10, 2008
   • 20 replies
   • 3.7k views
   • 
   • tymesup
   • September 19, 2008

9. 2008 EOY AFTAP's

   By Blinky the 3-eyed Fish, September 17, 2008
   • 13 replies
   • 2.2k views
   • 
   • Blinky the 3-eyed Fish
   • September 19, 2008

10. Controlled Group Question

    By flosfur, September 17, 2008
    • 16 replies
    • 2.8k views
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    • flosfur
    • September 19, 2008

11. 2008 EOY AFTAPS

    By ak2ary, September 18, 2008
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • September 18, 2008

12. Why Audit?

    By Andy the Actuary, September 17, 2008
    • 5 replies
    • 1.7k views
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    • Kevin C
    • September 18, 2008

13. Cutbacks 411(d) - COLA and ASDs

    By Guest Eris@rab, September 18, 2008
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 18, 2008

14. End of year valuations

    By jkdoll2, September 17, 2008
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • September 18, 2008

15. Benefit Restrictions/Union Plan

    By Guest Sus95, March 3, 2008
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • September 18, 2008

16. Undeducted Contributions Upon Plan Termination

    By Guest DCquestioner, September 17, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • September 17, 2008

17. Cash balance plan termination

    By Guest Ron Sevcik, September 17, 2008
    • 3 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 17, 2008

18. IRS Mortality Tales

    By Gary, September 15, 2008
    • 7 replies
    • 2.6k views
    • 
    • SoCalActuary
    • September 17, 2008

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

    By Guest RiskAdvisor, September 16, 2008
    • 5 replies
    • 1.5k views
    • 
    • ak2ary
    • September 16, 2008

20. AFTAP/OFF CALENDAR YEAR

    By Guest Sus95, September 16, 2008
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • September 16, 2008

21. 5330 Due date

    By AndyH, September 15, 2008
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • September 15, 2008

22. Matt Damon - our newest actuary

    By Effen, September 11, 2008
    • 33 replies
    • 7.5k views
    • 
    • Andy the Actuary
    • September 15, 2008

23. NRA Revisited

    By Andy the Actuary, September 9, 2008
    • 9 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • September 12, 2008

24. Definition of Participant for Form 5500/Sch B

    By flosfur, September 9, 2008
    • 6 replies
    • 4.3k views
    • 
    • tymesup
    • September 10, 2008

25. AFTAP; Participant Notice when below 80%

    By JAY21, September 9, 2008
    • 3 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • September 9, 2008

26. PPA benefit accrual

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

27. One Plan - Multiple BCD's

    By Guest Sabadee!, September 9, 2008
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 9, 2008

28. Plan Freeze for Selected Participants

    By Guest mingblue, September 8, 2008
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • September 9, 2008

29. Carrying forward deductions - DB and now DC plan

    By TPAnnie, September 5, 2008
    • 4 replies
    • 3.8k views
    • 
    • Guest
    • September 8, 2008

30. Comp Defn for FAP

    By Guest bobolink, September 5, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 8, 2008

31. Plan Design Issues

    By Gary, September 5, 2008
    • 18 replies
    • 2.4k views
    • 
    • J Simmons
    • September 7, 2008

32. DB question from a DC person..

    By Guest stevena1, September 4, 2008
    • 19 replies
    • 3.3k views
    • 
    • GBurns
    • September 7, 2008

33. Amending NRA and Cushion Amount

    By Andy the Actuary, September 5, 2008
    • 1 reply
    • 1.6k views
    • 
    • Dougsbpc
    • September 5, 2008

34. Death benefit from DB Plan

    By Guest lil, September 4, 2008
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • September 5, 2008

35. 10/1/08 AFTAPS-EOY Valuations

    By JAY21, August 4, 2008
    • 18 replies
    • 3.1k views
    • 
    • AndyH
    • September 4, 2008

36. Funding for lump sum at 415 limit under PPA

    By Blinky the 3-eyed Fish, July 7, 2008
    • 14 replies
    • 3.8k views
    • 
    • tymesup
    • September 4, 2008

37. Short PY & Min/Max contributions?

    By flosfur, August 21, 2008
    • 2 replies
    • 1.5k views
    • 
    • flosfur
    • September 3, 2008

38. Long Term Healthcare

    By Guest skc, September 2, 2008
    • 4 replies
    • 1.3k views
    • 
    • GBurns
    • September 3, 2008

39. Effect of plan termination on valuation

    By Guest saeissler, September 2, 2008
    • 3 replies
    • 2.2k views
    • 
    • mwyatt
    • September 2, 2008

40. PBCG audit?

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

41. Distributions in Cash balance

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

42. New PBGC Premium Deadlines for 2008 filings

    By JAY21, August 22, 2008
    • 5 replies
    • 2.3k views
    • 
    • jkdoll2
    • August 28, 2008

43. Actuary - offshore, bpo

    By Guest bill555, August 20, 2008
    • 20 replies
    • 4.1k views
    • 
    • AndyH
    • August 27, 2008

44. 2008 Assets For PBGC Premium Calculation

    By Andy the Actuary, August 26, 2008
    • 0 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • August 26, 2008

45. SFAS 158 disclosure?

    By Lori H, August 11, 2008
    • 11 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2008

46. error in MRD payment calculation

    By Guest newFSA, July 24, 2008
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • August 22, 2008

47. Qualified Plan Distributions

    By Gary, August 20, 2008
    • 14 replies
    • 3.6k views
    • 
    • mwyatt
    • August 22, 2008

48. Changing Plan Year

    By flosfur, August 21, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 21, 2008

49. In-Service Distribution Adjustments

    By Andy the Actuary, August 20, 2008
    • 3 replies
    • 3.3k views
    • 
    • David MacLennan
    • August 21, 2008

50. Overfunded plan; sole (very ill) proprietor

    By Guest Penelope, August 20, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2008