Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

1. changing retirement age Notice 2007-69

   By Guest mrsactuary, May 9, 2008
   • 16 replies
   • 2.8k views
   • 
   • ak2ary
   • May 28, 2008

2. cash balance plan funding method

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

3. 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

4. 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

5. PEP Lump Sum Question

   By Guest LarryD, May 22, 2008
   • 8 replies
   • 2.2k views
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   • Mike Preston
   • May 23, 2008

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

   By Guest nrnahat, May 21, 2008
   • 6 replies
   • 2.3k views
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   • ak2ary
   • May 23, 2008

7. 2008 AFTAP

   By Blinky the 3-eyed Fish, May 22, 2008
   • 2 replies
   • 1.6k views
   • 
   • Penman2006
   • May 23, 2008

8. SERP Pension--spousal beneficiary requirements

   By Guest Elis, May 22, 2008
   • 3 replies
   • 3.9k views
   • 
   • jpod
   • May 23, 2008

9. PPA Valuations Assuming Lump Sum

   By Blinky the 3-eyed Fish, May 22, 2008
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • May 23, 2008

10. Funding percentages

    By FAPInJax, May 22, 2008
    • 0 replies
    • 1.3k views
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    • FAPInJax
    • May 22, 2008

11. Underfunded Plan Termination in 2008

    By Guest Sus95, May 13, 2008
    • 21 replies
    • 3.3k views
    • 
    • ak2ary
    • May 20, 2008

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

    By Guest merlin, May 19, 2008
    • 13 replies
    • 9.4k views
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    • ak2ary
    • May 20, 2008

13. Final 5500 Due Before Forms Issued

    By Andy the Actuary, May 19, 2008
    • 7 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • May 20, 2008

14. Taxation of Disability Benefits

    By flosfur, May 15, 2008
    • 6 replies
    • 2.1k views
    • 
    • Everett Moreland
    • May 19, 2008

15. 2007 General Test Failure

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

16. What Hath God Wrought?

    By Andy the Actuary, May 15, 2008
    • 1 reply
    • 1.3k views
    • 
    • mwyatt
    • May 16, 2008

17. 404(o) Max Deduction Issues

    By mwyatt, May 13, 2008
    • 10 replies
    • 2.6k views
    • 
    • mwyatt
    • May 15, 2008

18. Interest on quarterly contributions

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

19. Credit Balance Issues

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

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

    By Guest EMM118, May 12, 2008
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2008

21. 412(i) plan termination

    By jkharvey, May 13, 2008
    • 1 reply
    • 2.2k views
    • 
    • Jim Norman
    • May 13, 2008

22. Carryover Balance and 2008 Quarterlies

    By Guest mingblue, May 1, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 13, 2008

23. AFTAP certification for small plans

    By flosfur, May 7, 2008
    • 10 replies
    • 3.4k views
    • 
    • Dougsbpc
    • May 13, 2008

24. 75% Joint and Survivor

    By tuni88, May 11, 2008
    • 4 replies
    • 1.7k views
    • 
    • tuni88
    • May 12, 2008

25. Plan Design for Partnership

    By Gary, April 29, 2008
    • 7 replies
    • 2.5k views
    • 
    • tymesup
    • May 12, 2008

26. Cash Balance Plans

    By Gary, May 6, 2008
    • 17 replies
    • 2.9k views
    • 
    • ak2ary
    • May 10, 2008

27. Beneficiary Wants to Refuse Proceeds

    By Guest Mary Anna T. McCoy, CEBS, May 9, 2008
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • May 9, 2008

28. Cash Balance Plans

    By Gary, May 7, 2008
    • 4 replies
    • 2.1k views
    • 
    • Mike Preston
    • May 9, 2008

29. 415 Limitations

    By Gary, May 7, 2008
    • 6 replies
    • 1.8k views
    • 
    • JAY21
    • May 8, 2008

30. Revised/Corrected AFTAP

    By JAY21, May 7, 2008
    • 3 replies
    • 2.3k views
    • 
    • JAY21
    • May 8, 2008

31. One Participant Plan

    By Gary, April 29, 2008
    • 9 replies
    • 7.5k views
    • 
    • SoCalActuary
    • May 7, 2008

32. 415 Multiple Annuity Starting Dates

    By Calavera, May 4, 2008
    • 3 replies
    • 2.4k views
    • 
    • David MacLennan
    • May 6, 2008

33. 415 Limitations

    By Guest Scott0609, May 5, 2008
    • 1 reply
    • 1.3k views
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    • eeyore
    • May 5, 2008

34. 417(e) phase in for new plans?

    By Guest Philip2, April 30, 2008
    • 4 replies
    • 2.2k views
    • 
    • mwyatt
    • May 2, 2008

35. Individual Aggregate to Unit Credit

    By Guest mingblue, April 30, 2008
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • May 1, 2008

36. 2005 Sch B filing for 5500-EZ filers

    By flosfur, April 30, 2008
    • 2 replies
    • 1.5k views
    • 
    • flosfur
    • April 30, 2008

37. Accrued-to-Date combo testing

    By John Feldt ERPA CPC QPA, April 30, 2008
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2008

38. Withholding Default on Roth IRA Elections

    By Andy the Actuary, April 29, 2008
    • 1 reply
    • 1.5k views
    • 
    • GMK
    • April 29, 2008

39. Notice 2007-28

    By Penman2006, April 28, 2008
    • 2 replies
    • 1.5k views
    • 
    • Penman2006
    • April 29, 2008

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

    By Andy the Actuary, April 28, 2008
    • 3 replies
    • 1.4k views
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    • SoCalActuary
    • April 28, 2008

41. Participant not fully vested-when is distribution required

    By bamma, April 27, 2008
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • April 28, 2008

42. Quarterly contributions

    By FAPInJax, April 25, 2008
    • 1 reply
    • 1.4k views
    • 
    • JAY21
    • April 25, 2008

43. Different Benefit formulas for employees

    By Gary, April 22, 2008
    • 5 replies
    • 2k views
    • 
    • Guest
    • April 25, 2008

44. AFTAP for Terminated Plans

    By zimbo, March 13, 2008
    • 12 replies
    • 3.9k views
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    • JAY21
    • April 25, 2008

45. actuarial equivalent of 415 limits

    By Guest tomc, April 25, 2008
    • 2 replies
    • 1.5k views
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    • SoCalActuary
    • April 25, 2008

46. plan with only HCEs

    By Guest mrsactuary, April 24, 2008
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • April 25, 2008

47. Offsetting Benefits

    By Guest Sabadee!, April 24, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 24, 2008

48. CBA and Restrictions When Plan Year and CBA Year Are Differnt

    By Guest merlin, April 24, 2008
    • 0 replies
    • 998 views
    • 
    • Guest
    • April 24, 2008

49. benefit accrual

    By Guest lip, April 17, 2008
    • 8 replies
    • 1.8k views
    • 
    • mwyatt
    • April 23, 2008

50. AFTAP and Restrictions on benefit withdrawals

    By Guest Carol Caruthers, April 23, 2008
    • 1 reply
    • 1.7k views
    • 
    • ak2ary
    • April 23, 2008