Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Benefits Limitation Participant Notice

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

2. Segment Rate Mechanics

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

3. AFTAP Calculation Questions

   By tuni88, March 30, 2008
   • 14 replies
   • 5.1k views
   • 
   • tuni88
   • March 31, 2008

4. AFTAP H_LL - NEED HELP UNDERSTANDING

   By HarleyBabe, March 28, 2008
   • 4 replies
   • 1.7k views
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   • HarleyBabe
   • March 31, 2008

5. Small Plan Interest Rate Alternative

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

6. Demise of IRS 77-2

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

7. AFTAP Heaven

   By JAY21, March 13, 2008
   • 14 replies
   • 1.9k views
   • 
   • tuni88
   • March 28, 2008

8. AFTAP and Burning the FSCB

   By Blinky the 3-eyed Fish, March 25, 2008
   • 9 replies
   • 1.8k views
   • 
   • Mike Preston
   • March 28, 2008

9. Which Current Liability?

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

10. AFTAP and new plan

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

11. 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

12. 2008 Maximum Pension Deduction

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

13. PPA Restrictions

    By Andy the Actuary, January 3, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 26, 2008

14. AFTAP Loophole?

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

15. Timing of 415 application to accrued benefit

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

16. Use of FSA 2007

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

17. FASB & Moody's

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

18. Partners of LLC - Pension Deductions

    By Gary, March 13, 2008
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • March 23, 2008

19. 60-80% AFTAP and Amendments

    By Blinky the 3-eyed Fish, March 20, 2008
    • 5 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 21, 2008

20. Self-Employment - Earned Income for Pension plan

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

21. Vesting in Cash Balance Plans

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

22. Over Contribution

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

23. Grandfathered Benefits-Final 415 regs

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

24. AFTAP Presumption Question

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

25. Cash Balance Plan Minimum Interest Crediting Rate

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

26. PPA Valuation of lump sums

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

27. Top 25 Language in DB Plans

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

28. Terminating DB Plan & funding issues

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

29. Limitations on Accelerated Benefit Distributions

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

30. Cash Balance Plans - "Normal Retirement Age"

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

31. Time limit for electing optional form of benefit

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

32. Sole Proprietor Employee DB deduction

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

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

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

34. Cash-Balance Funding

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

35. Benefit Restrictions for Terminating Plans

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

36. PPA Lump Sum Calculator

    By Mike Preston, February 7, 2008
    • 16 replies
    • 11.1k views
    • 
    • chc93
    • March 12, 2008

37. Restriction Question

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

38. Excel Spreadsheet

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

39. Cash Balance Conversion

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

40. Frozen AB, Benefits restarted, late retirement

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

41. Iterest Rate Selection under IRC 430

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

42. Does AFTAP Matter?

    By Andy the Actuary, February 18, 2008
    • 11 replies
    • 2.5k views
    • 
    • Mike Preston
    • March 7, 2008

43. 2 db plans for 2 companies

    By Guest lip, March 5, 2008
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • March 7, 2008

44. Plan termination 2007/2008 payout

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

45. PPA Questions

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

46. Top Heavy Plan

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

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

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

48. Help for a newbie

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

49. FAS 87 as modified by FAS 158 worksheets

    By mwyatt, January 18, 2008
    • 4 replies
    • 2k views
    • 
    • Guest
    • March 3, 2008

50. 404 Limit under PPA

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