Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. EA AFTAP Certification

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

2. Restricted Distributions (AFTAP < 80%)

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

3. Lump sum distribution - administrative delay

   By Guest Bearlee, June 4, 2008
   • 5 replies
   • 5.2k views
   • 
   • Guest
   • June 5, 2008

4. Offset Plans

   By Gary, June 4, 2008
   • 3 replies
   • 1.3k views
   • 
   • Gary
   • June 5, 2008

5. Life Settlement in a DB Plan

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

6. Anyone Got A Magic Bullett?

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

7. 415 limit for Cash Balance Plan

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

8. DB plan not subject to ERISA Title IV PBGC

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

9. Termination Approval

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

10. Contributions to DBPP

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

11. changing retirement age Notice 2007-69

    By Guest mrsactuary, May 9, 2008
    • 16 replies
    • 2.5k views
    • 
    • ak2ary
    • May 28, 2008

12. cash balance plan funding method

    By Guest mrsactuary, May 24, 2008
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 28, 2008

13. Majority Owner for PBGC's standard termination

    By flosfur, May 27, 2008
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 28, 2008

14. Small plans - Practicality of AFTAP Cert by 10/01

    By flosfur, May 7, 2008
    • 14 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 27, 2008

15. PEP Lump Sum Question

    By Guest LarryD, May 22, 2008
    • 8 replies
    • 2k views
    • 
    • Mike Preston
    • May 23, 2008

16. treatment of terminations within a year of the "termination date"

    By Guest nrnahat, May 21, 2008
    • 6 replies
    • 1.9k views
    • 
    • ak2ary
    • May 23, 2008

17. 2008 AFTAP

    By Blinky the 3-eyed Fish, May 22, 2008
    • 2 replies
    • 1.5k views
    • 
    • Penman2006
    • May 23, 2008

18. SERP Pension--spousal beneficiary requirements

    By Guest Elis, May 22, 2008
    • 3 replies
    • 3.8k views
    • 
    • jpod
    • May 23, 2008

19. PPA Valuations Assuming Lump Sum

    By Blinky the 3-eyed Fish, May 22, 2008
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • May 23, 2008

20. Funding percentages

    By FAPInJax, May 22, 2008
    • 0 replies
    • 1.1k views
    • 
    • FAPInJax
    • May 22, 2008

21. Underfunded Plan Termination in 2008

    By Guest Sus95, May 13, 2008
    • 21 replies
    • 2.9k views
    • 
    • ak2ary
    • May 20, 2008

22. At What Point Does a Restricted HCE Drop Out of the Top 25?

    By Guest merlin, May 19, 2008
    • 13 replies
    • 8.9k views
    • 
    • ak2ary
    • May 20, 2008

23. Final 5500 Due Before Forms Issued

    By Andy the Actuary, May 19, 2008
    • 7 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • May 20, 2008

24. Taxation of Disability Benefits

    By flosfur, May 15, 2008
    • 6 replies
    • 1.7k views
    • 
    • Everett Moreland
    • May 19, 2008

25. 2007 General Test Failure

    By ubermax, May 19, 2008
    • 1 reply
    • 1k views
    • 
    • AndyH
    • May 19, 2008

26. What Hath God Wrought?

    By Andy the Actuary, May 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • mwyatt
    • May 16, 2008

27. 404(o) Max Deduction Issues

    By mwyatt, May 13, 2008
    • 10 replies
    • 2.3k views
    • 
    • mwyatt
    • May 15, 2008

28. Interest on quarterly contributions

    By Guest Dan Moore, May 15, 2008
    • 0 replies
    • 859 views
    • 
    • Guest
    • May 15, 2008

29. Credit Balance Issues

    By dmb, May 13, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 15, 2008

30. Interplay Between New Cash Balance Plan and Existing Defined Benefit Pension Plan

    By Guest EMM118, May 12, 2008
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2008

31. 412(i) plan termination

    By jkharvey, May 13, 2008
    • 1 reply
    • 2.1k views
    • 
    • Jim Norman
    • May 13, 2008

32. Carryover Balance and 2008 Quarterlies

    By Guest mingblue, May 1, 2008
    • 1 reply
    • 1k views
    • 
    • Guest
    • May 13, 2008

33. AFTAP certification for small plans

    By flosfur, May 7, 2008
    • 10 replies
    • 3.1k views
    • 
    • Dougsbpc
    • May 13, 2008

34. 75% Joint and Survivor

    By tuni88, May 11, 2008
    • 4 replies
    • 1.5k views
    • 
    • tuni88
    • May 12, 2008

35. Plan Design for Partnership

    By Gary, April 29, 2008
    • 7 replies
    • 2.3k views
    • 
    • tymesup
    • May 12, 2008

36. Cash Balance Plans

    By Gary, May 6, 2008
    • 17 replies
    • 2.4k views
    • 
    • ak2ary
    • May 10, 2008

37. Beneficiary Wants to Refuse Proceeds

    By Guest Mary Anna T. McCoy, CEBS, May 9, 2008
    • 2 replies
    • 1k views
    • 
    • masteff
    • May 9, 2008

38. Cash Balance Plans

    By Gary, May 7, 2008
    • 4 replies
    • 2k views
    • 
    • Mike Preston
    • May 9, 2008

39. 415 Limitations

    By Gary, May 7, 2008
    • 6 replies
    • 1.6k views
    • 
    • JAY21
    • May 8, 2008

40. Revised/Corrected AFTAP

    By JAY21, May 7, 2008
    • 3 replies
    • 2.1k views
    • 
    • JAY21
    • May 8, 2008

41. One Participant Plan

    By Gary, April 29, 2008
    • 9 replies
    • 6.7k views
    • 
    • SoCalActuary
    • May 7, 2008

42. 415 Multiple Annuity Starting Dates

    By Calavera, May 4, 2008
    • 3 replies
    • 2.2k views
    • 
    • David MacLennan
    • May 6, 2008

43. 415 Limitations

    By Guest Scott0609, May 5, 2008
    • 1 reply
    • 1.2k views
    • 
    • eeyore
    • May 5, 2008

44. 417(e) phase in for new plans?

    By Guest Philip2, April 30, 2008
    • 4 replies
    • 2k views
    • 
    • mwyatt
    • May 2, 2008

45. Individual Aggregate to Unit Credit

    By Guest mingblue, April 30, 2008
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • May 1, 2008

46. 2005 Sch B filing for 5500-EZ filers

    By flosfur, April 30, 2008
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • April 30, 2008

47. Accrued-to-Date combo testing

    By John Feldt ERPA CPC QPA, April 30, 2008
    • 2 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2008

48. Withholding Default on Roth IRA Elections

    By Andy the Actuary, April 29, 2008
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • April 29, 2008

49. Notice 2007-28

    By Penman2006, April 28, 2008
    • 2 replies
    • 1.4k views
    • 
    • Penman2006
    • April 29, 2008

50. Where Do You Find 1.430(f)-1(c)

    By Andy the Actuary, April 28, 2008
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • April 28, 2008