Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. PPA Questions

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

2. Benefit Restrictions/Union Plan

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

3. Help for a newbie

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

4. Methods of Avoiding 436 Restrictions

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

5. Timing of Participant Notice

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

6. Participant Notice When Benefits Restricted

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

7. Hybrid Plan Floor-Offset & Vesting under PPA2006

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

8. cross tested cash balance assumptions

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

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

   By Effen, February 27, 2008
   • 3 replies
   • 1.1k views
   • 
   • ak2ary
   • February 27, 2008

10. 404 Limit under PPA

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

11. Pension Plan for Self-Employed

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

12. cash balance vesting

    By abanky, February 26, 2008
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 26, 2008

13. PBGC Waiver of Underpayment Penalty

    By Guest Guy Incognito, February 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • February 26, 2008

14. New 412(i) class action

    By Guest edm32, February 25, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 25, 2008

15. Enhanced benefits at termination

    By Young Curmudgeon, February 22, 2008
    • 2 replies
    • 1k views
    • 
    • Young Curmudgeon
    • February 22, 2008

16. Part-time work reducing Accrued Benefit

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

17. Safe Harbor 401(k) and DB Plan

    By Dougsbpc, February 22, 2008
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • February 23, 2008

18. Preparation of Form 5500

    By Gary, February 21, 2008
    • 4 replies
    • 1.1k views
    • 
    • SoCalActuary
    • February 23, 2008

19. Impact of 436 restrictions on BERF testing

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

20. AFTAP EOY Val Relief

    By JAY21, February 21, 2008
    • 17 replies
    • 2.6k views
    • 
    • ak2ary
    • February 25, 2008

21. Schedule B credit balances - are projections typical?

    By Guest Happy Actuary, February 21, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 21, 2008

22. Excess Assets upon Termination

    By Blinky the 3-eyed Fish, February 20, 2008
    • 6 replies
    • 3.5k views
    • 
    • david rigby
    • February 20, 2008

23. Normal Retirement Age

    By luissaha, February 20, 2008
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 20, 2008

24. Cash Balance Conversion Correction

    By Guest DORIGHT, February 20, 2008
    • 0 replies
    • 866 views
    • 
    • Guest
    • February 20, 2008

25. FAS 158 second year reconciliation

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

26. PBGC Schedule MP

    By Penman2006, February 19, 2008
    • 2 replies
    • 1.3k views
    • 
    • Penman2006
    • February 25, 2008

27. Does AFTAP Matter?

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

28. cash balance plan retirement age

    By Guest mrsactuary, February 18, 2008
    • 2 replies
    • 1.1k views
    • 
    • ak2ary
    • February 18, 2008

29. More AFTAP

    By Guest lerieleech, February 18, 2008
    • 6 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 19, 2008

30. insurance in a defined benefit plan

    By thepensionmaven, February 15, 2008
    • 1 reply
    • 855 views
    • 
    • Belgarath
    • February 15, 2008

31. New Plan 2007 AFTAP

    By Blinky the 3-eyed Fish, February 14, 2008
    • 21 replies
    • 1.8k views
    • 
    • ak2ary
    • February 15, 2008

32. AFTAP and Plan Amendments Effective 1/1/07

    By Guest s.c.semler, February 14, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 15, 2008

33. 412i "converted" to traditional DB

    By JAY21, February 13, 2008
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • February 14, 2008

34. General Tested DB/DC

    By Blinky the 3-eyed Fish, February 13, 2008
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 15, 2008

35. Pro-forma Notices

    By Andy the Actuary, February 13, 2008
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • February 13, 2008

36. Is there an Option to use pre-PPA 06 417(e) rates

    By JAY21, February 12, 2008
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • February 13, 2008

37. RP 2000-40 - VALID OR OBSOLETE

    By AndyH, February 12, 2008
    • 7 replies
    • 2.1k views
    • 
    • AndyH
    • February 14, 2008

38. AFTAP and new plan

    By AndyH, February 12, 2008
    • 3 replies
    • 1.1k views
    • 
    • Penman2006
    • February 12, 2008

39. AFTAP and EOY val

    By Guest Sus95, February 11, 2008
    • 9 replies
    • 1.2k views
    • 
    • zimbo
    • February 14, 2008

40. Minimum under 417(e) in 2008

    By John Feldt ERPA CPC QPA, February 11, 2008
    • 15 replies
    • 3.9k views
    • 
    • Mike Preston
    • January 14, 2009

41. Unit Credit Funding For a Frozen Plan

    By Guest merlin, February 11, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 12, 2008

42. AFTAP

    By Blinky the 3-eyed Fish, February 11, 2008
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • February 14, 2008

43. Projection of RP2000 Mortality

    By Rolf Trautmann, February 8, 2008
    • 3 replies
    • 3.1k views
    • 
    • Rolf Trautmann
    • February 9, 2008

44. CB Conversion Transition Benefit

    By Guest DORIGHT, February 7, 2008
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • February 16, 2008

45. 415 Dollar Limit under new regs

    By Dougsbpc, February 7, 2008
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • February 7, 2008

46. When is “sufficiency” contribution deductible for terminating DB plan?

    By Guest YATPA, February 7, 2008
    • 12 replies
    • 2.6k views
    • 
    • AndyH
    • August 2, 2012

47. PPA Lump Sum Calculator

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

48. Assignement of Benefit in a DBP

    By Gary, February 6, 2008
    • 8 replies
    • 1.4k views
    • 
    • Gary
    • February 15, 2008

49. 204(h) Notice

    By Young Curmudgeon, February 6, 2008
    • 2 replies
    • 1.1k views
    • 
    • Young Curmudgeon
    • February 6, 2008

50. 401(a)(26)

    By Guest lerieleech, February 5, 2008
    • 0 replies
    • 778 views
    • 
    • Guest
    • February 5, 2008