Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. 415 Limit and Lump Sum

   By Dougsbpc, June 20, 2008
   • 2 replies
   • 2.3k views
   • 
   • Mike Preston
   • June 20, 2008

2. Contributory DB Plans - PPA

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

3. The Value of Life Insurance

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

4. Proof of age

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

5. 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

6. Overfunded 1-part DB, Maybe

   By Lou S., June 17, 2008
   • 7 replies
   • 1.3k views
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   • Effen
   • June 18, 2008

7. Benefitting under a DB plan

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

8. Past Service to generate PPA 06 Funding Cushion

   By JAY21, April 9, 2008
   • 18 replies
   • 3.4k views
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   • Guest
   • June 18, 2008

9. Cash Balance Terminations

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

10. beginning of year valuations

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

11. conveying db participant costs

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

12. AFTAP and caryover balance burn

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

13. Disqualified alleged qualified plan

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

14. Law Firm Plan Non Discrimination Testing

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

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

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

16. PPA Funding Interest Rate Survey

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

17. EA AFTAP Certification

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

18. Restricted Distributions (AFTAP < 80%)

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

19. Lump sum distribution - administrative delay

    By Guest Bearlee, June 4, 2008
    • 5 replies
    • 5.4k views
    • 
    • Guest
    • June 5, 2008

20. Offset Plans

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

21. Life Settlement in a DB Plan

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

22. Anyone Got A Magic Bullett?

    By Andy the Actuary, May 29, 2008
    • 6 replies
    • 1.4k views
    • 
    • jpod
    • May 30, 2008

23. 415 limit for Cash Balance Plan

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

24. DB plan not subject to ERISA Title IV PBGC

    By John Feldt ERPA CPC QPA, May 29, 2008
    • 2 replies
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 30, 2008

25. Termination Approval

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

26. Contributions to DBPP

    By Gary, May 29, 2008
    • 7 replies
    • 2k views
    • 
    • AndyH
    • May 29, 2008

27. changing retirement age Notice 2007-69

    By Guest mrsactuary, May 9, 2008
    • 16 replies
    • 2.6k views
    • 
    • ak2ary
    • May 28, 2008

28. cash balance plan funding method

    By Guest mrsactuary, May 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 28, 2008

29. 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

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

    By flosfur, May 7, 2008
    • 14 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 27, 2008

31. PEP Lump Sum Question

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

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

    By Guest nrnahat, May 21, 2008
    • 6 replies
    • 2k views
    • 
    • ak2ary
    • May 23, 2008

33. 2008 AFTAP

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

34. SERP Pension--spousal beneficiary requirements

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

35. PPA Valuations Assuming Lump Sum

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

36. Funding percentages

    By FAPInJax, May 22, 2008
    • 0 replies
    • 1.2k views
    • 
    • FAPInJax
    • May 22, 2008

37. Underfunded Plan Termination in 2008

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

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

    By Guest merlin, May 19, 2008
    • 13 replies
    • 9k views
    • 
    • ak2ary
    • May 20, 2008

39. Final 5500 Due Before Forms Issued

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

40. Taxation of Disability Benefits

    By flosfur, May 15, 2008
    • 6 replies
    • 1.8k views
    • 
    • Everett Moreland
    • May 19, 2008

41. 2007 General Test Failure

    By ubermax, May 19, 2008
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • May 19, 2008

42. What Hath God Wrought?

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

43. 404(o) Max Deduction Issues

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

44. Interest on quarterly contributions

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

45. Credit Balance Issues

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

46. 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

47. 412(i) plan termination

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

48. Carryover Balance and 2008 Quarterlies

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

49. AFTAP certification for small plans

    By flosfur, May 7, 2008
    • 10 replies
    • 3.2k views
    • 
    • Dougsbpc
    • May 13, 2008

50. 75% Joint and Survivor

    By tuni88, May 11, 2008
    • 4 replies
    • 1.6k views
    • 
    • tuni88
    • May 12, 2008