Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Restriction Question

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

2. Excel Spreadsheet

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

3. Cash Balance Conversion

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

4. Frozen AB, Benefits restarted, late retirement

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

5. Iterest Rate Selection under IRC 430

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

6. Does AFTAP Matter?

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

7. 2 db plans for 2 companies

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

8. Plan termination 2007/2008 payout

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

9. PPA Questions

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

10. Top Heavy Plan

    By Gary, March 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • Jim Norman
    • March 5, 2008

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

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

12. Help for a newbie

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

13. FAS 87 as modified by FAS 158 worksheets

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

14. 404 Limit under PPA

    By zimbo, February 27, 2008
    • 11 replies
    • 2.4k views
    • 
    • Guest
    • February 29, 2008

15. Methods of Avoiding 436 Restrictions

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

16. Timing of Participant Notice

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

17. Participant Notice When Benefits Restricted

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

18. Hybrid Plan Floor-Offset & Vesting under PPA2006

    By Guest Reliant1, February 28, 2008
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • February 28, 2008

19. cross tested cash balance assumptions

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

20. Pension Plan for Self-Employed

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

21. 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

22. FAS 158 second year reconciliation

    By dmb, February 20, 2008
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • February 27, 2008

23. Impact of 436 restrictions on BERF testing

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

24. Part-time work reducing Accrued Benefit

    By Guest AEA, February 22, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 26, 2008

25. cash balance vesting

    By abanky, February 26, 2008
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 26, 2008

26. PBGC Waiver of Underpayment Penalty

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

27. PBGC Schedule MP

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

28. New 412(i) class action

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

29. AFTAP EOY Val Relief

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

30. Preparation of Form 5500

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

31. Safe Harbor 401(k) and DB Plan

    By Dougsbpc, February 22, 2008
    • 4 replies
    • 2.2k views
    • 
    • AndyH
    • February 23, 2008

32. Enhanced benefits at termination

    By Young Curmudgeon, February 22, 2008
    • 2 replies
    • 1.1k views
    • 
    • Young Curmudgeon
    • February 22, 2008

33. Schedule B credit balances - are projections typical?

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

34. Excess Assets upon Termination

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

35. Normal Retirement Age

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

36. Cash Balance Conversion Correction

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

37. More AFTAP

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

38. Interest on credit balance for quarterly contribution requirement

    By dmb, July 10, 2006
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 19, 2008

39. cash balance plan retirement age

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

40. CB Conversion Transition Benefit

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

41. New Plan 2007 AFTAP

    By Blinky the 3-eyed Fish, February 14, 2008
    • 21 replies
    • 1.9k views
    • 
    • ak2ary
    • February 15, 2008

42. insurance in a defined benefit plan

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

43. Assignement of Benefit in a DBP

    By Gary, February 6, 2008
    • 8 replies
    • 1.5k views
    • 
    • Gary
    • February 15, 2008

44. General Tested DB/DC

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

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

    By Guest s.c.semler, February 14, 2008
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • February 15, 2008

46. Plan Termination in 2008

    By Guest Sus95, January 31, 2008
    • 8 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 15, 2008

47. RP 2000-40 - VALID OR OBSOLETE

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

48. 412i "converted" to traditional DB

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

49. AFTAP

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

50. AFTAP and EOY val

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