Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Plan Design Issues

   By Gary, September 5, 2008
   • 18 replies
   • 2k views
   • 
   • J Simmons
   • September 7, 2008

2. DB question from a DC person..

   By Guest stevena1, September 4, 2008
   • 19 replies
   • 2.8k views
   • 
   • GBurns
   • September 7, 2008

3. Amending NRA and Cushion Amount

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

4. Death benefit from DB Plan

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

5. 10/1/08 AFTAPS-EOY Valuations

   By JAY21, August 4, 2008
   • 18 replies
   • 2.8k views
   • 
   • AndyH
   • September 4, 2008

6. Funding for lump sum at 415 limit under PPA

   By Blinky the 3-eyed Fish, July 7, 2008
   • 14 replies
   • 3.3k views
   • 
   • tymesup
   • September 4, 2008

7. Short PY & Min/Max contributions?

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

8. Long Term Healthcare

   By Guest skc, September 2, 2008
   • 4 replies
   • 1k views
   • 
   • GBurns
   • September 3, 2008

9. Effect of plan termination on valuation

   By Guest saeissler, September 2, 2008
   • 3 replies
   • 1.9k views
   • 
   • mwyatt
   • September 2, 2008

10. PBCG audit?

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

11. Distributions in Cash balance

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

12. New PBGC Premium Deadlines for 2008 filings

    By JAY21, August 22, 2008
    • 5 replies
    • 2k views
    • 
    • jkdoll2
    • August 28, 2008

13. Actuary - offshore, bpo

    By Guest bill555, August 20, 2008
    • 20 replies
    • 3.6k views
    • 
    • AndyH
    • August 27, 2008

14. 2008 Assets For PBGC Premium Calculation

    By Andy the Actuary, August 26, 2008
    • 0 replies
    • 1k views
    • 
    • Andy the Actuary
    • August 26, 2008

15. SFAS 158 disclosure?

    By Lori H, August 11, 2008
    • 11 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2008

16. error in MRD payment calculation

    By Guest newFSA, July 24, 2008
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • August 22, 2008

17. Qualified Plan Distributions

    By Gary, August 20, 2008
    • 14 replies
    • 3.2k views
    • 
    • mwyatt
    • August 22, 2008

18. Changing Plan Year

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

19. In-Service Distribution Adjustments

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

20. Overfunded plan; sole (very ill) proprietor

    By Guest Penelope, August 20, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2008

21. Plan freeze - but not for certain participants

    By Guest Bearlee, August 15, 2008
    • 9 replies
    • 2.9k views
    • 
    • Effen
    • August 20, 2008

22. FAS 158 Reference Book

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

23. Reporting General Test Results

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

24. Electronic Filing

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

25. Plan Disqualification

    By Gary, July 31, 2008
    • 8 replies
    • 4k views
    • 
    • Guest
    • August 19, 2008

26. Late late quarterlies

    By Blinky the 3-eyed Fish, August 18, 2008
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 18, 2008

27. Election Year Mud

    By Andy the Actuary, August 17, 2008
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 18, 2008

28. Burn Notice

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

29. EOY funding and PPA

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

30. Cash Balance Plan Funding and IRC 415

    By mwyatt, August 12, 2008
    • 16 replies
    • 3.9k views
    • 
    • tymesup
    • August 14, 2008

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

    By D Syrett, August 12, 2008
    • 2 replies
    • 1.2k views
    • 
    • D Syrett
    • August 13, 2008

32. 12/31/07 Funding Deficiency

    By Guest GMP, August 7, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 11, 2008

33. Final Form 5500EZ

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

34. Offset Plan

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

35. Required Minimum distribution to nonspouse beneficiary

    By LIBERTYKID, August 6, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 6, 2008

36. Grandfathered 415 Accrued Benefit

    By Guest merlin, July 30, 2008
    • 8 replies
    • 1.9k views
    • 
    • ak2ary
    • August 5, 2008

37. RMD with trust as beneficiary

    By Dougsbpc, August 5, 2008
    • 2 replies
    • 1.3k views
    • 
    • WDIK
    • August 5, 2008

38. Asset Evaluation Re: FASB 158

    By Andy the Actuary, August 2, 2008
    • 0 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • August 2, 2008

39. unknown date of birth

    By Kevin C, July 31, 2008
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • August 1, 2008

40. QPSA waiver question

    By Kevin C, July 31, 2008
    • 2 replies
    • 3.4k views
    • 
    • Kevin C
    • August 1, 2008

41. Exempt from $1,000 user fee?

    By D Syrett, July 30, 2008
    • 5 replies
    • 2.1k views
    • 
    • D Syrett
    • July 31, 2008

42. Death Benefit & 415 Limit

    By Penman2006, July 30, 2008
    • 2 replies
    • 1.5k views
    • 
    • Penman2006
    • July 30, 2008

43. Change in valuation date

    By Guest lerieleech, July 30, 2008
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • July 30, 2008

44. Funding to Inferred Normal Retirement Age

    By Andy the Actuary, July 29, 2008
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • July 29, 2008

45. AFTAP certification for new 1 person plan

    By Calavera, July 29, 2008
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2008

46. Top Heavy DB/DC

    By Dougsbpc, July 28, 2008
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2008

47. IndyMac FDIC Declaration for DB Plans

    By Guest flogger, July 25, 2008
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • July 28, 2008

48. Accrued Benefit - Cash Balance Plan

    By Guest skc, July 23, 2008
    • 8 replies
    • 2.5k views
    • 
    • AndyH
    • July 25, 2008

49. 415 increases

    By AndyH, July 24, 2008
    • 8 replies
    • 1.8k views
    • 
    • AndyH
    • July 25, 2008

50. 436 Restrictions for a frozen plan

    By mwyatt, July 24, 2008
    • 1 reply
    • 2k views
    • 
    • Andy the Actuary
    • July 24, 2008