Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Top-Heavy, EGTRRA, Frozen DB, and PS Plans

   By SoCalActuary, July 3, 2008
   • 6 replies
   • 2.3k views
   • 
   • SoCalActuary
   • July 3, 2008

2. Normalization of benefits for nondiscrimination

   By FAPInJax, July 2, 2008
   • 3 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • July 2, 2008

3. Calculating Life Expectancy

   By Guest jc719, July 2, 2008
   • 4 replies
   • 7.3k views
   • 
   • Andy the Actuary
   • July 2, 2008

4. Nondiscrimination testing and early retirement

   By FAPInJax, July 1, 2008
   • 0 replies
   • 856 views
   • 
   • FAPInJax
   • July 1, 2008

5. AFTAP certification for frozen plans

   By dmb, July 1, 2008
   • 2 replies
   • 3.1k views
   • 
   • Andy the Actuary
   • July 1, 2008

6. Testing Former Employees

   By Guest merlin, July 1, 2008
   • 0 replies
   • 965 views
   • 
   • Guest
   • July 1, 2008

7. Fidelity Bond Requirements

   By Guest tzuck, July 1, 2008
   • 1 reply
   • 1.8k views
   • 
   • BeckyMiller
   • July 3, 2008

8. Backloading and 3% Accrual Rule

   By Andy the Actuary, June 30, 2008
   • 18 replies
   • 3.7k views
   • 
   • SoCalActuary
   • July 7, 2008

9. Qualified Defined Benefit Plan, not 412(i), but no Trust

   By John Feldt ERPA CPC QPA, June 27, 2008
   • 18 replies
   • 2.6k views
   • 
   • david rigby
   • July 9, 2008

10. Quarterly Contributions

    By Guest D450, June 27, 2008
    • 2 replies
    • 991 views
    • 
    • Guest
    • June 27, 2008

11. Cash Balance Plan Accrued Benefit

    By Gary, June 27, 2008
    • 8 replies
    • 4k views
    • 
    • Gary
    • July 1, 2008

12. In-Service Distribution and RMD

    By Dougsbpc, June 26, 2008
    • 4 replies
    • 2.2k views
    • 
    • SoCalActuary
    • June 30, 2008

13. 415 Limits

    By Gary, June 26, 2008
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • June 26, 2008

14. AFTAP elections

    By AndyH, June 25, 2008
    • 4 replies
    • 2k views
    • 
    • tymesup
    • June 25, 2008

15. No 4/1/08 AFTAP Done?

    By Guest Sus95, June 25, 2008
    • 7 replies
    • 1.3k views
    • 
    • zimbo
    • June 25, 2008

16. Incidental DB test in 412(i)

    By Guest IndyMargaret, June 23, 2008
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 23, 2008

17. 415 Limit on 1st Day of Plan Year

    By JAY21, June 20, 2008
    • 5 replies
    • 1.4k views
    • 
    • JAY21
    • June 20, 2008

18. 2 Schedules C

    By Penman2006, June 20, 2008
    • 15 replies
    • 3.4k views
    • 
    • Vinny
    • April 15, 2023

19. 415 Limit and Lump Sum

    By Dougsbpc, June 20, 2008
    • 2 replies
    • 2.2k views
    • 
    • Mike Preston
    • June 20, 2008

20. cushion amount - technical corrections

    By chc93, June 20, 2008
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • June 20, 2008

21. Contributory DB Plans - PPA

    By Guest Grant, June 19, 2008
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • June 20, 2008

22. Overfunded 1-part DB, Maybe

    By Lou S., June 17, 2008
    • 7 replies
    • 1.2k views
    • 
    • Effen
    • June 18, 2008

23. General Tested Cash Balance Plan

    By Blinky the 3-eyed Fish, June 17, 2008
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2008

24. Unwinding a Plan

    By Gary, June 17, 2008
    • 6 replies
    • 4k views
    • 
    • goldtpa
    • December 28, 2010

25. Cash Balance Terminations

    By Guest PGH.ERISA, June 16, 2008
    • 0 replies
    • 881 views
    • 
    • Guest
    • June 16, 2008

26. Reopening Defined Benefit Plan

    By Andy the Actuary, June 16, 2008
    • 14 replies
    • 3k views
    • 
    • Guest
    • July 11, 2008

27. Proof of age

    By Guest meeh3704, June 15, 2008
    • 6 replies
    • 2.3k views
    • 
    • JanetM
    • June 18, 2008

28. conveying db participant costs

    By Guest lip, June 13, 2008
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • June 13, 2008

29. beginning of year valuations

    By Guest lip, June 13, 2008
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • June 13, 2008

30. Benefitting under a DB plan

    By Gary, June 11, 2008
    • 14 replies
    • 2.6k views
    • 
    • Mike Preston
    • June 18, 2008

31. Disqualified alleged qualified plan

    By Gary, June 11, 2008
    • 1 reply
    • 990 views
    • 
    • david rigby
    • June 11, 2008

32. The Value of Life Insurance

    By Guest pm01, June 11, 2008
    • 7 replies
    • 1.4k views
    • 
    • ak2ary
    • June 19, 2008

33. AFTAP and caryover balance burn

    By chc93, June 11, 2008
    • 9 replies
    • 2.5k views
    • 
    • chc93
    • June 12, 2008

34. Law Firm Plan Non Discrimination Testing

    By Gary, June 8, 2008
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • June 9, 2008

35. Cash balance plans - 2008 distributions - market rate?

    By Guest Cher, June 6, 2008
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • June 7, 2008

36. PPA Funding Interest Rate Survey

    By Guest GaryGaryGary, June 6, 2008
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • June 6, 2008

37. EA AFTAP Certification

    By Gary, June 6, 2008
    • 1 reply
    • 2.2k views
    • 
    • Andy the Actuary
    • June 6, 2008

38. Restricted Distributions (AFTAP < 80%)

    By JAY21, June 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • June 5, 2008

39. DB/DC Combo - 5% to 7.5% Gateway

    By John Feldt ERPA CPC QPA, June 5, 2008
    • 6 replies
    • 4k views
    • 
    • Guest
    • February 13, 2009

40. Offset Plans

    By Gary, June 4, 2008
    • 3 replies
    • 1.2k views
    • 
    • Gary
    • June 5, 2008

41. SEP available for comparable benefits ?

    By JAY21, June 4, 2008
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • June 25, 2008

42. Lump sum distribution - administrative delay

    By Guest Bearlee, June 4, 2008
    • 5 replies
    • 5.1k views
    • 
    • Guest
    • June 5, 2008

43. AFTAP for Terminating, Small, Non-PBGC, EOY Plan

    By WDIK, June 3, 2008
    • 9 replies
    • 2.1k views
    • 
    • dmb
    • July 3, 2008

44. FAS 35 disclosures under PPA

    By AndyH, June 3, 2008
    • 22 replies
    • 7.5k views
    • 
    • My 2 cents
    • June 19, 2014

45. Anyone Got A Magic Bullett?

    By Andy the Actuary, May 29, 2008
    • 6 replies
    • 1.3k views
    • 
    • jpod
    • May 30, 2008

46. DB plan not subject to ERISA Title IV PBGC

    By John Feldt ERPA CPC QPA, May 29, 2008
    • 2 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • May 30, 2008

47. Contributions to DBPP

    By Gary, May 29, 2008
    • 7 replies
    • 1.9k views
    • 
    • AndyH
    • May 29, 2008

48. 415 limit for Cash Balance Plan

    By Guest Deflector, May 29, 2008
    • 4 replies
    • 2.6k views
    • 
    • Mike Preston
    • May 30, 2008

49. Termination Approval

    By Guest jimmybeau, May 29, 2008
    • 11 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • May 29, 2008

50. Life Settlement in a DB Plan

    By Dennis Povloski, May 28, 2008
    • 2 replies
    • 1.4k views
    • 
    • Ron Snyder
    • May 30, 2008