Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. 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

2. 2008 Maximum Pension Deduction

   By Gary, March 26, 2008
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • March 27, 2008

3. PPA Restrictions

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

4. AFTAP Loophole?

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

5. Timing of 415 application to accrued benefit

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

6. Use of FSA 2007

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

7. FASB & Moody's

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

8. Partners of LLC - Pension Deductions

   By Gary, March 13, 2008
   • 1 reply
   • 1.7k views
   • 
   • J Simmons
   • March 23, 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. Vesting in Cash Balance Plans

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

12. Over Contribution

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

13. Grandfathered Benefits-Final 415 regs

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

14. AFTAP Presumption Question

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

15. Cash Balance Plan Minimum Interest Crediting Rate

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

16. PPA Valuation of lump sums

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

17. Top 25 Language in DB Plans

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

18. Terminating DB Plan & funding issues

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

19. Limitations on Accelerated Benefit Distributions

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

20. Cash Balance Plans - "Normal Retirement Age"

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

21. Time limit for electing optional form of benefit

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

22. Sole Proprietor Employee DB deduction

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

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

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

24. Cash-Balance Funding

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

25. Benefit Restrictions for Terminating Plans

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

26. PPA Lump Sum Calculator

    By Mike Preston, February 7, 2008
    • 16 replies
    • 11k views
    • 
    • chc93
    • March 12, 2008

27. Restriction Question

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

28. Excel Spreadsheet

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

29. Cash Balance Conversion

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

30. Frozen AB, Benefits restarted, late retirement

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

31. Iterest Rate Selection under IRC 430

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

32. Does AFTAP Matter?

    By Andy the Actuary, February 18, 2008
    • 11 replies
    • 2.4k views
    • 
    • Mike Preston
    • March 7, 2008

33. 2 db plans for 2 companies

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

34. Plan termination 2007/2008 payout

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

35. PPA Questions

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

36. Top Heavy Plan

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

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

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

38. Help for a newbie

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

39. FAS 87 as modified by FAS 158 worksheets

    By mwyatt, January 18, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 3, 2008

40. 404 Limit under PPA

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

41. Methods of Avoiding 436 Restrictions

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

42. Timing of Participant Notice

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

43. Participant Notice When Benefits Restricted

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

44. Hybrid Plan Floor-Offset & Vesting under PPA2006

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

45. cross tested cash balance assumptions

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

46. Pension Plan for Self-Employed

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

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

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

48. FAS 158 second year reconciliation

    By dmb, February 20, 2008
    • 9 replies
    • 2.8k views
    • 
    • Guest
    • February 27, 2008

49. Impact of 436 restrictions on BERF testing

    By ak2ary, February 21, 2008
    • 4 replies
    • 1.2k views
    • 
    • ak2ary
    • February 26, 2008

50. Part-time work reducing Accrued Benefit

    By Guest AEA, February 22, 2008
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 2008