Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Notice of Benefit Restriction under PPA 06

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

2. Frozen CB Plan

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

3. Different meanings of FTAP

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

4. Amend Schedule B?

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

5. tiered db design

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

6. Can DB plan trustee pay himself invest advisory fee

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

7. Quarterly Contributions

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

8. IRC 411(a)(9)

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

9. Termed DB plan finds old money

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

10. Non Discrimination

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

11. PPA - list of guidance

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

12. 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

13. Reporting & Disclosure

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

14. Self-Employment Earned Income for Pension Purposes

    By YankeeFan, April 2, 2008
    • 2 replies
    • 1.4k views
    • 
    • flosfur
    • April 2, 2008

15. AFTAP

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

16. Benefit Restriction (Accelerated Payment) Notice

    By AndyH, March 25, 2008
    • 7 replies
    • 2.1k views
    • 
    • flosfur
    • April 1, 2008

17. Benefits Limitation Participant Notice

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

18. Segment Rate Mechanics

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

19. AFTAP Calculation Questions

    By tuni88, March 30, 2008
    • 14 replies
    • 5.2k views
    • 
    • tuni88
    • March 31, 2008

20. AFTAP H_LL - NEED HELP UNDERSTANDING

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

21. Small Plan Interest Rate Alternative

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

22. Demise of IRS 77-2

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

23. AFTAP Heaven

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

24. AFTAP and Burning the FSCB

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

25. Which Current Liability?

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

26. AFTAP and new plan

    By Guest Sus95, March 25, 2008
    • 14 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2008

27. 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

28. 2008 Maximum Pension Deduction

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

29. PPA Restrictions

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

30. AFTAP Loophole?

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

31. Timing of 415 application to accrued benefit

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

32. Use of FSA 2007

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

33. FASB & Moody's

    By Andy the Actuary, March 21, 2008
    • 10 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • March 24, 2008

34. Partners of LLC - Pension Deductions

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

35. 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

36. Self-Employment - Earned Income for Pension plan

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

37. Vesting in Cash Balance Plans

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

38. Over Contribution

    By Dennis Povloski, March 18, 2008
    • 2 replies
    • 1.1k views
    • 
    • Dennis Povloski
    • March 18, 2008

39. Grandfathered Benefits-Final 415 regs

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

40. AFTAP Presumption Question

    By Penman2006, March 17, 2008
    • 5 replies
    • 1.8k views
    • 
    • Penman2006
    • March 18, 2008

41. Cash Balance Plan Minimum Interest Crediting Rate

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

42. PPA Valuation of lump sums

    By FAPInJax, March 13, 2008
    • 11 replies
    • 5.7k views
    • 
    • mwyatt
    • March 15, 2008

43. Top 25 Language in DB Plans

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

44. Terminating DB Plan & funding issues

    By Guest liljunebug, March 14, 2008
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • March 14, 2008

45. Limitations on Accelerated Benefit Distributions

    By YankeeFan, March 12, 2008
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • March 13, 2008

46. Cash Balance Plans - "Normal Retirement Age"

    By Guest TooMuchFreeTime, March 4, 2008
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • March 13, 2008

47. Time limit for electing optional form of benefit

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

48. Sole Proprietor Employee DB deduction

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

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

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

50. Cash-Balance Funding

    By JAY21, March 7, 2008
    • 11 replies
    • 2.4k views
    • 
    • Mike Preston
    • March 12, 2008