Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Increase Normal Retirement Age from 55 to 62

   By Dennis Povloski, March 17, 2008
   • 17 replies
   • 4.4k views
   • 
   • Mike Preston
   • April 18, 2008

2. Off cycle restatement

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

3. Coverage Test

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

4. Allocation of Excess Assets Upon Plan Termination

   By Andy the Actuary, April 16, 2008
   • 1 reply
   • 2k views
   • 
   • rcline46
   • April 16, 2008

5. Provisional Retirement

   By J Simmons, April 15, 2008
   • 2 replies
   • 1.7k views
   • 
   • david rigby
   • April 16, 2008

6. Plan Sponsored by More than One Company

   By Gary, April 12, 2008
   • 2 replies
   • 1k views
   • 
   • Gary
   • April 15, 2008

7. Normal Retirement Age

   By Randy Watson, April 8, 2008
   • 2 replies
   • 1.5k views
   • 
   • Randy Watson
   • April 15, 2008

8. Sample Benefits Restriction Notice

   By Andy the Actuary, April 12, 2008
   • 3 replies
   • 1.9k views
   • 
   • JanetM
   • April 15, 2008

9. Different Plan Year and Fiscal Year

   By Dougsbpc, April 9, 2008
   • 3 replies
   • 1.6k views
   • 
   • SoCalActuary
   • April 15, 2008

10. Credit balance / pre-funding balance

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

11. EA Topics

    By FAPInJax, April 10, 2008
    • 4 replies
    • 2.2k views
    • 
    • mwyatt
    • April 14, 2008

12. Perverse Result?

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

13. Crediting Service

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

14. Excess Assets on Plan Termination

    By Dougsbpc, April 11, 2008
    • 5 replies
    • 3.7k views
    • 
    • Dougsbpc
    • April 12, 2008

15. Notice of Benefit Restriction under PPA 06

    By Guest lerieleech, April 7, 2008
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • April 11, 2008

16. Frozen CB Plan

    By David, April 3, 2008
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • April 11, 2008

17. Different meanings of FTAP

    By Guest Mike Melnick, April 11, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 2008

18. Amend Schedule B?

    By Guest GMP, April 10, 2008
    • 2 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • April 10, 2008

19. tiered db design

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

20. Can DB plan trustee pay himself invest advisory fee

    By JAY21, April 8, 2008
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • April 10, 2008

21. Quarterly Contributions

    By Andy the Actuary, April 7, 2008
    • 1 reply
    • 1.1k views
    • 
    • mwyatt
    • April 10, 2008

22. IRC 411(a)(9)

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

23. Termed DB plan finds old money

    By Guest JMar, April 3, 2008
    • 8 replies
    • 1.2k views
    • 
    • Guest
    • April 6, 2008

24. Non Discrimination

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

25. PPA - list of guidance

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

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

    By katieinny, April 2, 2008
    • 13 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • April 3, 2008

27. Reporting & Disclosure

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

28. Self-Employment Earned Income for Pension Purposes

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

29. AFTAP

    By Guest lerieleech, April 1, 2008
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • April 2, 2008

30. Benefit Restriction (Accelerated Payment) Notice

    By AndyH, March 25, 2008
    • 7 replies
    • 2.2k views
    • 
    • flosfur
    • April 1, 2008

31. Benefits Limitation Participant Notice

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

32. Segment Rate Mechanics

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

33. AFTAP Calculation Questions

    By tuni88, March 30, 2008
    • 14 replies
    • 5.4k views
    • 
    • tuni88
    • March 31, 2008

34. AFTAP H_LL - NEED HELP UNDERSTANDING

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

35. Small Plan Interest Rate Alternative

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

36. Demise of IRS 77-2

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

37. AFTAP Heaven

    By JAY21, March 13, 2008
    • 14 replies
    • 2k views
    • 
    • tuni88
    • March 28, 2008

38. AFTAP and Burning the FSCB

    By Blinky the 3-eyed Fish, March 25, 2008
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 28, 2008

39. Which Current Liability?

    By Andy the Actuary, March 27, 2008
    • 3 replies
    • 1.3k views
    • 
    • flosfur
    • March 28, 2008

40. AFTAP and new plan

    By Guest Sus95, March 25, 2008
    • 14 replies
    • 3.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2008

41. AFTAP and Burning the FSCB (Part 2)

    By dmb, March 27, 2008
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2008

42. 2008 Maximum Pension Deduction

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

43. PPA Restrictions

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

44. AFTAP Loophole?

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

45. Timing of 415 application to accrued benefit

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

46. Use of FSA 2007

    By Andy the Actuary, March 23, 2008
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • March 24, 2008

47. FASB & Moody's

    By Andy the Actuary, March 21, 2008
    • 10 replies
    • 2.5k views
    • 
    • Andy the Actuary
    • March 24, 2008

48. Partners of LLC - Pension Deductions

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

49. 60-80% AFTAP and Amendments

    By Blinky the 3-eyed Fish, March 20, 2008
    • 5 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • March 21, 2008

50. Self-Employment - Earned Income for Pension plan

    By flosfur, March 19, 2008
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • March 20, 2008