Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 2008 Maximum Pension Deduction

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

2. AFTAP and Burning the FSCB

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

3. AFTAP Loophole?

   By Guest GMP, March 25, 2008
   • 3 replies
   • 2k views
   • 
   • Guest
   • March 25, 2008

4. Benefit Restriction (Accelerated Payment) Notice

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

5. AFTAP and new plan

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

6. Timing of 415 application to accrued benefit

   By Guest saeissler, March 24, 2008
   • 2 replies
   • 1.2k views
   • 
   • SoCalActuary
   • March 25, 2008

7. Use of FSA 2007

   By Andy the Actuary, March 23, 2008
   • 3 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • March 24, 2008

8. FASB & Moody's

   By Andy the Actuary, March 21, 2008
   • 10 replies
   • 2.3k views
   • 
   • Andy the Actuary
   • March 24, 2008

9. 60-80% AFTAP and Amendments

   By Blinky the 3-eyed Fish, March 20, 2008
   • 5 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • March 21, 2008

10. Self-Employment - Earned Income for Pension plan

    By flosfur, March 19, 2008
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • March 20, 2008

11. 2008 Valuations for Small Plans

    By zimbo, March 19, 2008
    • 13 replies
    • 2.7k views
    • 
    • My 2 cents
    • April 8, 2016

12. Vesting in Cash Balance Plans

    By zimbo, March 19, 2008
    • 3 replies
    • 4k views
    • 
    • zimbo
    • March 19, 2008

13. Over Contribution

    By Dennis Povloski, March 18, 2008
    • 2 replies
    • 1k views
    • 
    • Dennis Povloski
    • March 18, 2008

14. Grandfathered Benefits-Final 415 regs

    By JAY21, March 18, 2008
    • 0 replies
    • 930 views
    • 
    • JAY21
    • March 18, 2008

15. AFTAP Presumption Question

    By Penman2006, March 17, 2008
    • 5 replies
    • 1.7k views
    • 
    • Penman2006
    • March 18, 2008

16. Increase Normal Retirement Age from 55 to 62

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

17. Cash Balance Plan Minimum Interest Crediting Rate

    By Guest aciepluch, March 14, 2008
    • 8 replies
    • 2.8k views
    • 
    • ak2ary
    • March 17, 2008

18. Top 25 Language in DB Plans

    By Guest PGH.ERISA, March 14, 2008
    • 1 reply
    • 964 views
    • 
    • Andy the Actuary
    • March 14, 2008

19. Terminating DB Plan & funding issues

    By Guest liljunebug, March 14, 2008
    • 2 replies
    • 962 views
    • 
    • Mike Preston
    • March 14, 2008

20. AFTAP Heaven

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

21. Partners of LLC - Pension Deductions

    By Gary, March 13, 2008
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • March 23, 2008

22. Sole Proprietor Employee DB deduction

    By Guest RBlaine, March 13, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 13, 2008

23. PPA Valuation of lump sums

    By FAPInJax, March 13, 2008
    • 11 replies
    • 5.5k views
    • 
    • mwyatt
    • March 15, 2008

24. AFTAP for Terminated Plans

    By zimbo, March 13, 2008
    • 12 replies
    • 3.6k views
    • 
    • JAY21
    • April 25, 2008

25. Time limit for electing optional form of benefit

    By Guest krijowri, March 12, 2008
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 13, 2008

26. Benefit Restrictions for Terminating Plans

    By ishi, March 12, 2008
    • 5 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 12, 2008

27. Actuarial Equivalence and 411(d)(6)

    By Guest KennyH, March 12, 2008
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 13, 2008

28. Limitations on Accelerated Benefit Distributions

    By YankeeFan, March 12, 2008
    • 5 replies
    • 1.7k views
    • 
    • SoCalActuary
    • March 13, 2008

29. Restriction Question

    By Penman2006, March 11, 2008
    • 1 reply
    • 987 views
    • 
    • Effen
    • March 11, 2008

30. Cash Balance Conversion

    By nancy, March 10, 2008
    • 1 reply
    • 924 views
    • 
    • SoCalActuary
    • March 11, 2008

31. Excel Spreadsheet

    By Andy the Actuary, March 10, 2008
    • 3 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • March 11, 2008

32. Frozen AB, Benefits restarted, late retirement

    By Guest RBlaine, March 10, 2008
    • 4 replies
    • 954 views
    • 
    • SoCalActuary
    • March 10, 2008

33. Iterest Rate Selection under IRC 430

    By Andy the Actuary, March 9, 2008
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 10, 2008

34. Cash-Balance Funding

    By JAY21, March 7, 2008
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • March 12, 2008

35. Plan termination 2007/2008 payout

    By nancy, March 6, 2008
    • 1 reply
    • 811 views
    • 
    • Andy the Actuary
    • March 7, 2008

36. Top Heavy Plan

    By Gary, March 5, 2008
    • 2 replies
    • 1.3k views
    • 
    • Jim Norman
    • March 5, 2008

37. 2 db plans for 2 companies

    By Guest lip, March 5, 2008
    • 5 replies
    • 1k views
    • 
    • Guest
    • March 7, 2008

38. Filing for a 2007 & 2008 DB plan funding waiver

    By Guest GaryGaryGary, March 5, 2008
    • 0 replies
    • 798 views
    • 
    • Guest
    • March 5, 2008

39. Cash Balance Plans - "Normal Retirement Age"

    By Guest TooMuchFreeTime, March 4, 2008
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • March 13, 2008

40. PPA Questions

    By FAPInJax, March 3, 2008
    • 7 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • March 6, 2008

41. Benefit Restrictions/Union Plan

    By Guest Sus95, March 3, 2008
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • September 18, 2008

42. Help for a newbie

    By Guest Biggie, March 3, 2008
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • March 5, 2008

43. Methods of Avoiding 436 Restrictions

    By Guest merlin, February 29, 2008
    • 0 replies
    • 885 views
    • 
    • Guest
    • February 29, 2008

44. Timing of Participant Notice

    By Andy the Actuary, February 29, 2008
    • 0 replies
    • 798 views
    • 
    • Andy the Actuary
    • February 29, 2008

45. Participant Notice When Benefits Restricted

    By Andy the Actuary, February 29, 2008
    • 0 replies
    • 859 views
    • 
    • Andy the Actuary
    • February 29, 2008

46. Hybrid Plan Floor-Offset & Vesting under PPA2006

    By Guest Reliant1, February 28, 2008
    • 1 reply
    • 1.6k views
    • 
    • SoCalActuary
    • February 28, 2008

47. cross tested cash balance assumptions

    By abanky, February 28, 2008
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • February 28, 2008

48. Is it possible to fund maximum benefit in db/dc combo?

    By Effen, February 27, 2008
    • 3 replies
    • 1k views
    • 
    • ak2ary
    • February 27, 2008

49. 404 Limit under PPA

    By zimbo, February 27, 2008
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • February 29, 2008

50. Pension Plan for Self-Employed

    By Gary, February 27, 2008
    • 5 replies
    • 1.6k views
    • 
    • SoCalActuary
    • February 27, 2008