Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. FTAP/AFTAP for 2008 (1st effective plan year)

   By flosfur, March 28, 2008
   • 14 replies
   • 2.5k views
   • 
   • Mike Preston
   • April 23, 2008

2. Curtailment Under FAS 158

   By Guest merlin, April 22, 2008
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • April 23, 2008

3. Cash Balance Plan

   By Medusa, April 16, 2008
   • 8 replies
   • 2k views
   • 
   • Medusa
   • April 22, 2008

4. gateway and combined plans

   By abanky, April 18, 2008
   • 4 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • April 19, 2008

5. Deduction and timing

   By John Feldt ERPA CPC QPA, April 18, 2008
   • 1 reply
   • 999 views
   • 
   • SoCalActuary
   • April 18, 2008

6. waiver of benefits upon lplan termination

   By thepensionmaven, April 9, 2008
   • 20 replies
   • 5.3k views
   • 
   • Mike Preston
   • April 18, 2008

7. Proposed Regs 1.436-1(h)(2)

   By flosfur, April 17, 2008
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • April 18, 2008

8. Increase Normal Retirement Age from 55 to 62

   By Dennis Povloski, March 17, 2008
   • 17 replies
   • 4k views
   • 
   • Mike Preston
   • April 18, 2008

9. Off cycle restatement

   By Guest latwz, April 17, 2008
   • 1 reply
   • 939 views
   • 
   • SoCalActuary
   • April 17, 2008

10. Coverage Test

    By Guest AKC, April 15, 2008
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • April 17, 2008

11. Allocation of Excess Assets Upon Plan Termination

    By Andy the Actuary, April 16, 2008
    • 1 reply
    • 1.9k views
    • 
    • rcline46
    • April 16, 2008

12. Provisional Retirement

    By J Simmons, April 15, 2008
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • April 16, 2008

13. Plan Sponsored by More than One Company

    By Gary, April 12, 2008
    • 2 replies
    • 984 views
    • 
    • Gary
    • April 15, 2008

14. Normal Retirement Age

    By Randy Watson, April 8, 2008
    • 2 replies
    • 1.4k views
    • 
    • Randy Watson
    • April 15, 2008

15. Sample Benefits Restriction Notice

    By Andy the Actuary, April 12, 2008
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • April 15, 2008

16. Different Plan Year and Fiscal Year

    By Dougsbpc, April 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • April 15, 2008

17. Credit balance / pre-funding balance

    By FAPInJax, April 14, 2008
    • 2 replies
    • 1.5k views
    • 
    • FAPInJax
    • April 15, 2008

18. EA Topics

    By FAPInJax, April 10, 2008
    • 4 replies
    • 2.1k views
    • 
    • mwyatt
    • April 14, 2008

19. Perverse Result?

    By Andy the Actuary, April 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 13, 2008

20. Crediting Service

    By Young Curmudgeon, April 11, 2008
    • 4 replies
    • 1.1k views
    • 
    • Effen
    • April 12, 2008

21. Excess Assets on Plan Termination

    By Dougsbpc, April 11, 2008
    • 5 replies
    • 3.6k views
    • 
    • Dougsbpc
    • April 12, 2008

22. Notice of Benefit Restriction under PPA 06

    By Guest lerieleech, April 7, 2008
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • April 11, 2008

23. Frozen CB Plan

    By David, April 3, 2008
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • April 11, 2008

24. Different meanings of FTAP

    By Guest Mike Melnick, April 11, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 11, 2008

25. Amend Schedule B?

    By Guest GMP, April 10, 2008
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • April 10, 2008

26. tiered db design

    By Guest lip, April 10, 2008
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • April 10, 2008

27. Can DB plan trustee pay himself invest advisory fee

    By JAY21, April 8, 2008
    • 7 replies
    • 1.4k views
    • 
    • AndyH
    • April 10, 2008

28. Quarterly Contributions

    By Andy the Actuary, April 7, 2008
    • 1 reply
    • 1k views
    • 
    • mwyatt
    • April 10, 2008

29. IRC 411(a)(9)

    By Guest PGH.ERISA, April 7, 2008
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 7, 2008

30. Termed DB plan finds old money

    By Guest JMar, April 3, 2008
    • 8 replies
    • 1.1k views
    • 
    • Guest
    • April 6, 2008

31. Non Discrimination

    By Gary, April 3, 2008
    • 1 reply
    • 948 views
    • 
    • Mike Preston
    • April 3, 2008

32. PPA - list of guidance

    By flosfur, April 2, 2008
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • April 3, 2008

33. Client's home was contributed to his DB plan

    By katieinny, April 2, 2008
    • 13 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • April 3, 2008

34. Reporting & Disclosure

    By Guest pcjackson, March 27, 2008
    • 16 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • April 2, 2008

35. Self-Employment Earned Income for Pension Purposes

    By YankeeFan, April 2, 2008
    • 2 replies
    • 1.4k views
    • 
    • flosfur
    • April 2, 2008

36. AFTAP

    By Guest lerieleech, April 1, 2008
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • April 2, 2008

37. Benefit Restriction (Accelerated Payment) Notice

    By AndyH, March 25, 2008
    • 7 replies
    • 2k views
    • 
    • flosfur
    • April 1, 2008

38. Benefits Limitation Participant Notice

    By Andy the Actuary, April 1, 2008
    • 0 replies
    • 919 views
    • 
    • Andy the Actuary
    • April 1, 2008

39. Segment Rate Mechanics

    By tuni88, March 31, 2008
    • 1 reply
    • 956 views
    • 
    • Mike Preston
    • March 31, 2008

40. AFTAP Calculation Questions

    By tuni88, March 30, 2008
    • 14 replies
    • 5k views
    • 
    • tuni88
    • March 31, 2008

41. AFTAP H_LL - NEED HELP UNDERSTANDING

    By HarleyBabe, March 28, 2008
    • 4 replies
    • 1.6k views
    • 
    • HarleyBabe
    • March 31, 2008

42. Small Plan Interest Rate Alternative

    By Andy the Actuary, March 29, 2008
    • 0 replies
    • 855 views
    • 
    • Andy the Actuary
    • March 29, 2008

43. Demise of IRS 77-2

    By Andy the Actuary, January 4, 2008
    • 7 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • March 28, 2008

44. AFTAP Heaven

    By JAY21, March 13, 2008
    • 14 replies
    • 1.8k views
    • 
    • tuni88
    • March 28, 2008

45. AFTAP and Burning the FSCB

    By Blinky the 3-eyed Fish, March 25, 2008
    • 9 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 28, 2008

46. Which Current Liability?

    By Andy the Actuary, March 27, 2008
    • 3 replies
    • 1.2k views
    • 
    • flosfur
    • March 28, 2008

47. AFTAP and new plan

    By Guest Sus95, March 25, 2008
    • 14 replies
    • 3k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2008

48. AFTAP and Burning the FSCB (Part 2)

    By dmb, March 27, 2008
    • 7 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2008

49. 2008 Maximum Pension Deduction

    By Gary, March 26, 2008
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • March 27, 2008

50. PPA Restrictions

    By Andy the Actuary, January 3, 2008
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 26, 2008