Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Withholding

   By Guest pm01, July 14, 2008
   • 3 replies
   • 1.4k views
   • 
   • WDIK
   • July 14, 2008

2. Match in Cash Balance based on 403(b) deferral

   By Guest Grant, July 14, 2008
   • 0 replies
   • 996 views
   • 
   • Guest
   • July 14, 2008

3. Withdrawal Under ERISA 4063

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

4. 417(e) segment rates

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

5. Unreduced Early Retirement Benefit

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

6. Reopening Defined Benefit Plan

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

7. New deductibility limit in 2008 - New Plan

   By mwyatt, January 17, 2008
   • 6 replies
   • 2.4k views
   • 
   • tymesup
   • July 10, 2008

8. DB/DC Combo -- What testing needed

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

9. Final 415 amendment

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

10. DB/DC contribution over deductible limit

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

11. 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

12. 2008 Change in ACM due to Takeover of plan

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

13. Full Funding Limitation & Amotization of Bases

    By flosfur, January 16, 2007
    • 7 replies
    • 4.1k views
    • 
    • Guest
    • July 8, 2008

14. Articles on Credit Balances

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

15. Backloading and 3% Accrual Rule

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

16. Cash Balance Plans - Fractional Rule

    By Mister Met, July 6, 2008
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • July 7, 2008

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

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

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

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

19. 2008 AFTAP - Sequence of Events

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

20. Fidelity Bond Requirements

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

21. Normalization of benefits for nondiscrimination

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

22. Calculating Life Expectancy

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

23. Cash Balance Plan Accrued Benefit

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

24. AFTAP certification for frozen plans

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

25. Nondiscrimination testing and early retirement

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

26. 404(a)(7)

    By Penman2006, May 5, 2008
    • 18 replies
    • 4k views
    • 
    • Blinky the 3-eyed Fish
    • July 1, 2008

27. Testing Former Employees

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

28. In-Service Distribution and RMD

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

29. Quarterly Contributions

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

30. 415 Limits

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

31. AFTAP elections

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

32. No 4/1/08 AFTAP Done?

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

33. SEP available for comparable benefits ?

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

34. Incidental DB test in 412(i)

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

35. 415 Limit on 1st Day of Plan Year

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

36. cushion amount - technical corrections

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

37. 415 Limit and Lump Sum

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

38. Contributory DB Plans - PPA

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

39. The Value of Life Insurance

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

40. Proof of age

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

41. 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

42. Overfunded 1-part DB, Maybe

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

43. Benefitting under a DB plan

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

44. Past Service to generate PPA 06 Funding Cushion

    By JAY21, April 9, 2008
    • 18 replies
    • 3.3k views
    • 
    • Guest
    • June 18, 2008

45. Cash Balance Terminations

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

46. beginning of year valuations

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

47. conveying db participant costs

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

48. AFTAP and caryover balance burn

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

49. Disqualified alleged qualified plan

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

50. Law Firm Plan Non Discrimination Testing

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