Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Withdrawal Under ERISA 4063

   By Guest Grumpy456, July 14, 2008
   • 3 replies
   • 3.6k views
   • 
   • Effen
   • July 14, 2008

2. 417(e) segment rates

   By Andy the Actuary, July 11, 2008
   • 8 replies
   • 7.8k views
   • 
   • david rigby
   • July 14, 2008

3. Unreduced Early Retirement Benefit

   By Dougsbpc, July 11, 2008
   • 8 replies
   • 2.3k views
   • 
   • Andy the Actuary
   • July 11, 2008

4. DB/DC Combo -- What testing needed

   By Andy the Actuary, July 10, 2008
   • 3 replies
   • 1.9k views
   • 
   • Andy the Actuary
   • July 10, 2008

5. Final 415 amendment

   By Rai401k, July 9, 2008
   • 1 reply
   • 1.5k views
   • 
   • WDIK
   • July 9, 2008

6. 2008 Change in ACM due to Takeover of plan

   By mwyatt, July 9, 2008
   • 2 replies
   • 1.5k views
   • 
   • mwyatt
   • July 9, 2008

7. DB/DC contribution over deductible limit

   By Calavera, July 8, 2008
   • 7 replies
   • 1.7k views
   • 
   • Calavera
   • July 9, 2008

8. Articles on Credit Balances

   By SoCalActuary, July 7, 2008
   • 2 replies
   • 885 views
   • 
   • SoCalActuary
   • July 7, 2008

9. Funding for lump sum at 415 limit under PPA

   By Blinky the 3-eyed Fish, July 7, 2008
   • 14 replies
   • 3.2k views
   • 
   • tymesup
   • September 4, 2008

10. Cash Balance Plans - Fractional Rule

    By Mister Met, July 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • July 7, 2008

11. 2008 AFTAP - Sequence of Events

    By Guest merlin, July 3, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 3, 2008

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

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

13. Normalization of benefits for nondiscrimination

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

14. Calculating Life Expectancy

    By Guest jc719, July 2, 2008
    • 4 replies
    • 7.4k views
    • 
    • Andy the Actuary
    • July 2, 2008

15. Nondiscrimination testing and early retirement

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

16. AFTAP certification for frozen plans

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

17. Testing Former Employees

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

18. Fidelity Bond Requirements

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

19. Backloading and 3% Accrual Rule

    By Andy the Actuary, June 30, 2008
    • 18 replies
    • 3.8k views
    • 
    • SoCalActuary
    • July 7, 2008

20. 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

21. Quarterly Contributions

    By Guest D450, June 27, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • June 27, 2008

22. Cash Balance Plan Accrued Benefit

    By Gary, June 27, 2008
    • 8 replies
    • 4.1k views
    • 
    • Gary
    • July 1, 2008

23. In-Service Distribution and RMD

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

24. 415 Limits

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

25. AFTAP elections

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

26. No 4/1/08 AFTAP Done?

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

27. Incidental DB test in 412(i)

    By Guest IndyMargaret, June 23, 2008
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 23, 2008

28. 415 Limit on 1st Day of Plan Year

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

29. 2 Schedules C

    By Penman2006, June 20, 2008
    • 15 replies
    • 3.5k views
    • 
    • Vinny
    • April 15, 2023

30. 415 Limit and Lump Sum

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

31. cushion amount - technical corrections

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

32. Contributory DB Plans - PPA

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

33. Overfunded 1-part DB, Maybe

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

34. 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

35. Unwinding a Plan

    By Gary, June 17, 2008
    • 6 replies
    • 4.1k views
    • 
    • goldtpa
    • December 28, 2010

36. Cash Balance Terminations

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

37. Reopening Defined Benefit Plan

    By Andy the Actuary, June 16, 2008
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • July 11, 2008

38. Proof of age

    By Guest meeh3704, June 15, 2008
    • 6 replies
    • 2.4k views
    • 
    • JanetM
    • June 18, 2008

39. conveying db participant costs

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

40. beginning of year valuations

    By Guest lip, June 13, 2008
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • June 13, 2008

41. Benefitting under a DB plan

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

42. Disqualified alleged qualified plan

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

43. The Value of Life Insurance

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

44. AFTAP and caryover balance burn

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

45. Law Firm Plan Non Discrimination Testing

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

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

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

47. PPA Funding Interest Rate Survey

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

48. EA AFTAP Certification

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

49. Restricted Distributions (AFTAP < 80%)

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

50. 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