Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

1. AFTAP

   By Guest lerieleech, April 1, 2008
   • 2 replies
   • 1.7k views
   • 
   • Andy the Actuary
   • April 2, 2008

2. Benefit Restriction (Accelerated Payment) Notice

   By AndyH, March 25, 2008
   • 7 replies
   • 2.7k views
   • 
   • flosfur
   • April 1, 2008

3. Benefits Limitation Participant Notice

   By Andy the Actuary, April 1, 2008
   • 0 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • April 1, 2008

4. Segment Rate Mechanics

   By tuni88, March 31, 2008
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • March 31, 2008

5. AFTAP Calculation Questions

   By tuni88, March 30, 2008
   • 14 replies
   • 5.9k views
   • 
   • tuni88
   • March 31, 2008

6. AFTAP H_LL - NEED HELP UNDERSTANDING

   By HarleyBabe, March 28, 2008
   • 4 replies
   • 2k views
   • 
   • HarleyBabe
   • March 31, 2008

7. Small Plan Interest Rate Alternative

   By Andy the Actuary, March 29, 2008
   • 0 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • March 29, 2008

8. Demise of IRS 77-2

   By Andy the Actuary, January 4, 2008
   • 7 replies
   • 2.4k views
   • 
   • Andy the Actuary
   • March 28, 2008

9. AFTAP Heaven

   By JAY21, March 13, 2008
   • 14 replies
   • 2.5k views
   • 
   • tuni88
   • March 28, 2008

10. AFTAP and Burning the FSCB

    By Blinky the 3-eyed Fish, March 25, 2008
    • 9 replies
    • 2.3k views
    • 
    • Mike Preston
    • March 28, 2008

11. Which Current Liability?

    By Andy the Actuary, March 27, 2008
    • 3 replies
    • 1.5k views
    • 
    • flosfur
    • March 28, 2008

12. AFTAP and new plan

    By Guest Sus95, March 25, 2008
    • 14 replies
    • 3.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2008

13. AFTAP and Burning the FSCB (Part 2)

    By dmb, March 27, 2008
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2008

14. 2008 Maximum Pension Deduction

    By Gary, March 26, 2008
    • 4 replies
    • 2k views
    • 
    • david rigby
    • March 27, 2008

15. PPA Restrictions

    By Andy the Actuary, January 3, 2008
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 26, 2008

16. AFTAP Loophole?

    By Guest GMP, March 25, 2008
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 25, 2008

17. Timing of 415 application to accrued benefit

    By Guest saeissler, March 24, 2008
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • March 25, 2008

18. Use of FSA 2007

    By Andy the Actuary, March 23, 2008
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • March 24, 2008

19. FASB & Moody's

    By Andy the Actuary, March 21, 2008
    • 10 replies
    • 3.3k views
    • 
    • Andy the Actuary
    • March 24, 2008

20. Partners of LLC - Pension Deductions

    By Gary, March 13, 2008
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • March 23, 2008

21. 60-80% AFTAP and Amendments

    By Blinky the 3-eyed Fish, March 20, 2008
    • 5 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 21, 2008

22. Self-Employment - Earned Income for Pension plan

    By flosfur, March 19, 2008
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • March 20, 2008

23. Vesting in Cash Balance Plans

    By zimbo, March 19, 2008
    • 3 replies
    • 4.2k views
    • 
    • zimbo
    • March 19, 2008

24. Over Contribution

    By Dennis Povloski, March 18, 2008
    • 2 replies
    • 1.4k views
    • 
    • Dennis Povloski
    • March 18, 2008

25. Grandfathered Benefits-Final 415 regs

    By JAY21, March 18, 2008
    • 0 replies
    • 1.2k views
    • 
    • JAY21
    • March 18, 2008

26. AFTAP Presumption Question

    By Penman2006, March 17, 2008
    • 5 replies
    • 2.1k views
    • 
    • Penman2006
    • March 18, 2008

27. Cash Balance Plan Minimum Interest Crediting Rate

    By Guest aciepluch, March 14, 2008
    • 8 replies
    • 3.1k views
    • 
    • ak2ary
    • March 17, 2008

28. PPA Valuation of lump sums

    By FAPInJax, March 13, 2008
    • 11 replies
    • 6.4k views
    • 
    • mwyatt
    • March 15, 2008

29. Top 25 Language in DB Plans

    By Guest PGH.ERISA, March 14, 2008
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • March 14, 2008

30. Terminating DB Plan & funding issues

    By Guest liljunebug, March 14, 2008
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 14, 2008

31. Limitations on Accelerated Benefit Distributions

    By YankeeFan, March 12, 2008
    • 5 replies
    • 2.2k views
    • 
    • SoCalActuary
    • March 13, 2008

32. Cash Balance Plans - "Normal Retirement Age"

    By Guest TooMuchFreeTime, March 4, 2008
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • March 13, 2008

33. Time limit for electing optional form of benefit

    By Guest krijowri, March 12, 2008
    • 6 replies
    • 2k views
    • 
    • Guest
    • March 13, 2008

34. Sole Proprietor Employee DB deduction

    By Guest RBlaine, March 13, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 13, 2008

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

    By Guest KennyH, March 12, 2008
    • 3 replies
    • 2.2k views
    • 
    • Mike Preston
    • March 13, 2008

36. Cash-Balance Funding

    By JAY21, March 7, 2008
    • 11 replies
    • 3.1k views
    • 
    • Mike Preston
    • March 12, 2008

37. Benefit Restrictions for Terminating Plans

    By ishi, March 12, 2008
    • 5 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 12, 2008

38. PPA Lump Sum Calculator

    By Mike Preston, February 7, 2008
    • 16 replies
    • 12.4k views
    • 
    • chc93
    • March 12, 2008

39. Restriction Question

    By Penman2006, March 11, 2008
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • March 11, 2008

40. Excel Spreadsheet

    By Andy the Actuary, March 10, 2008
    • 3 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • March 11, 2008

41. Cash Balance Conversion

    By nancy, March 10, 2008
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • March 11, 2008

42. Frozen AB, Benefits restarted, late retirement

    By Guest RBlaine, March 10, 2008
    • 4 replies
    • 1.3k views
    • 
    • SoCalActuary
    • March 10, 2008

43. Iterest Rate Selection under IRC 430

    By Andy the Actuary, March 9, 2008
    • 2 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • March 10, 2008

44. Does AFTAP Matter?

    By Andy the Actuary, February 18, 2008
    • 11 replies
    • 3k views
    • 
    • Mike Preston
    • March 7, 2008

45. 2 db plans for 2 companies

    By Guest lip, March 5, 2008
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 7, 2008

46. Plan termination 2007/2008 payout

    By nancy, March 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • March 7, 2008

47. PPA Questions

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

48. Top Heavy Plan

    By Gary, March 5, 2008
    • 2 replies
    • 1.7k views
    • 
    • Jim Norman
    • March 5, 2008

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

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

50. Help for a newbie

    By Guest Biggie, March 3, 2008
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • March 5, 2008