Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. 2008 AFTAP - Sequence of Events

   By Guest merlin, July 3, 2008
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • July 3, 2008

2. Fidelity Bond Requirements

   By Guest tzuck, July 1, 2008
   • 1 reply
   • 1.9k views
   • 
   • BeckyMiller
   • July 3, 2008

3. Normalization of benefits for nondiscrimination

   By FAPInJax, July 2, 2008
   • 3 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • July 2, 2008

4. Calculating Life Expectancy

   By Guest jc719, July 2, 2008
   • 4 replies
   • 7.8k views
   • 
   • Andy the Actuary
   • July 2, 2008

5. Cash Balance Plan Accrued Benefit

   By Gary, June 27, 2008
   • 8 replies
   • 4.3k views
   • 
   • Gary
   • July 1, 2008

6. AFTAP certification for frozen plans

   By dmb, July 1, 2008
   • 2 replies
   • 3.2k views
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   • Andy the Actuary
   • July 1, 2008

7. Nondiscrimination testing and early retirement

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

8. 404(a)(7)

   By Penman2006, May 5, 2008
   • 18 replies
   • 4.1k views
   • 
   • Blinky the 3-eyed Fish
   • July 1, 2008

9. Testing Former Employees

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

10. In-Service Distribution and RMD

    By Dougsbpc, June 26, 2008
    • 4 replies
    • 2.3k views
    • 
    • SoCalActuary
    • June 30, 2008

11. Quarterly Contributions

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

12. 415 Limits

    By Gary, June 26, 2008
    • 2 replies
    • 1.6k views
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    • Gary
    • June 26, 2008

13. AFTAP elections

    By AndyH, June 25, 2008
    • 4 replies
    • 2.1k views
    • 
    • tymesup
    • June 25, 2008

14. No 4/1/08 AFTAP Done?

    By Guest Sus95, June 25, 2008
    • 7 replies
    • 1.4k views
    • 
    • zimbo
    • June 25, 2008

15. SEP available for comparable benefits ?

    By JAY21, June 4, 2008
    • 4 replies
    • 1.3k views
    • 
    • AndyH
    • June 25, 2008

16. Incidental DB test in 412(i)

    By Guest IndyMargaret, June 23, 2008
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • June 23, 2008

17. 415 Limit on 1st Day of Plan Year

    By JAY21, June 20, 2008
    • 5 replies
    • 1.5k views
    • 
    • JAY21
    • June 20, 2008

18. cushion amount - technical corrections

    By chc93, June 20, 2008
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • June 20, 2008

19. 415 Limit and Lump Sum

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

20. Contributory DB Plans - PPA

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

21. The Value of Life Insurance

    By Guest pm01, June 11, 2008
    • 7 replies
    • 1.5k views
    • 
    • ak2ary
    • June 19, 2008

22. Proof of age

    By Guest meeh3704, June 15, 2008
    • 6 replies
    • 2.6k views
    • 
    • JanetM
    • June 18, 2008

23. General Tested Cash Balance Plan

    By Blinky the 3-eyed Fish, June 17, 2008
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2008

24. Overfunded 1-part DB, Maybe

    By Lou S., June 17, 2008
    • 7 replies
    • 1.4k views
    • 
    • Effen
    • June 18, 2008

25. Benefitting under a DB plan

    By Gary, June 11, 2008
    • 14 replies
    • 2.8k views
    • 
    • Mike Preston
    • June 18, 2008

26. Past Service to generate PPA 06 Funding Cushion

    By JAY21, April 9, 2008
    • 18 replies
    • 3.5k views
    • 
    • Guest
    • June 18, 2008

27. Cash Balance Terminations

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

28. beginning of year valuations

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

29. conveying db participant costs

    By Guest lip, June 13, 2008
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • June 13, 2008

30. AFTAP and caryover balance burn

    By chc93, June 11, 2008
    • 9 replies
    • 2.6k views
    • 
    • chc93
    • June 12, 2008

31. Disqualified alleged qualified plan

    By Gary, June 11, 2008
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 11, 2008

32. Law Firm Plan Non Discrimination Testing

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

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

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

34. PPA Funding Interest Rate Survey

    By Guest GaryGaryGary, June 6, 2008
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • June 6, 2008

35. EA AFTAP Certification

    By Gary, June 6, 2008
    • 1 reply
    • 2.3k views
    • 
    • Andy the Actuary
    • June 6, 2008

36. Restricted Distributions (AFTAP < 80%)

    By JAY21, June 5, 2008
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • June 5, 2008

37. Lump sum distribution - administrative delay

    By Guest Bearlee, June 4, 2008
    • 5 replies
    • 5.6k views
    • 
    • Guest
    • June 5, 2008

38. Offset Plans

    By Gary, June 4, 2008
    • 3 replies
    • 1.4k views
    • 
    • Gary
    • June 5, 2008

39. Life Settlement in a DB Plan

    By Dennis Povloski, May 28, 2008
    • 2 replies
    • 1.5k views
    • 
    • Ron Snyder
    • May 30, 2008

40. Anyone Got A Magic Bullett?

    By Andy the Actuary, May 29, 2008
    • 6 replies
    • 1.5k views
    • 
    • jpod
    • May 30, 2008

41. 415 limit for Cash Balance Plan

    By Guest Deflector, May 29, 2008
    • 4 replies
    • 2.7k views
    • 
    • Mike Preston
    • May 30, 2008

42. 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

43. Termination Approval

    By Guest jimmybeau, May 29, 2008
    • 11 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 29, 2008

44. Contributions to DBPP

    By Gary, May 29, 2008
    • 7 replies
    • 2.1k views
    • 
    • AndyH
    • May 29, 2008

45. changing retirement age Notice 2007-69

    By Guest mrsactuary, May 9, 2008
    • 16 replies
    • 2.7k views
    • 
    • ak2ary
    • May 28, 2008

46. cash balance plan funding method

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

47. Majority Owner for PBGC's standard termination

    By flosfur, May 27, 2008
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 28, 2008

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

    By flosfur, May 7, 2008
    • 14 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 27, 2008

49. PEP Lump Sum Question

    By Guest LarryD, May 22, 2008
    • 8 replies
    • 2.1k views
    • 
    • Mike Preston
    • May 23, 2008

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

    By Guest nrnahat, May 21, 2008
    • 6 replies
    • 2.2k views
    • 
    • ak2ary
    • May 23, 2008