Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Vesting in Cash Balance Plans

   By zimbo, March 19, 2008
   • 3 replies
   • 4.1k views
   • 
   • zimbo
   • March 19, 2008

2. Over Contribution

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

3. Grandfathered Benefits-Final 415 regs

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

4. AFTAP Presumption Question

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

5. Cash Balance Plan Minimum Interest Crediting Rate

   By Guest aciepluch, March 14, 2008
   • 8 replies
   • 2.9k views
   • 
   • ak2ary
   • March 17, 2008

6. PPA Valuation of lump sums

   By FAPInJax, March 13, 2008
   • 11 replies
   • 5.9k views
   • 
   • mwyatt
   • March 15, 2008

7. Top 25 Language in DB Plans

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

8. Terminating DB Plan & funding issues

   By Guest liljunebug, March 14, 2008
   • 2 replies
   • 1.1k views
   • 
   • Mike Preston
   • March 14, 2008

9. Limitations on Accelerated Benefit Distributions

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

10. Cash Balance Plans - "Normal Retirement Age"

    By Guest TooMuchFreeTime, March 4, 2008
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • March 13, 2008

11. Time limit for electing optional form of benefit

    By Guest krijowri, March 12, 2008
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • March 13, 2008

12. Sole Proprietor Employee DB deduction

    By Guest RBlaine, March 13, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 13, 2008

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

    By Guest KennyH, March 12, 2008
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • March 13, 2008

14. Cash-Balance Funding

    By JAY21, March 7, 2008
    • 11 replies
    • 2.5k views
    • 
    • Mike Preston
    • March 12, 2008

15. Benefit Restrictions for Terminating Plans

    By ishi, March 12, 2008
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 12, 2008

16. PPA Lump Sum Calculator

    By Mike Preston, February 7, 2008
    • 16 replies
    • 11.5k views
    • 
    • chc93
    • March 12, 2008

17. Restriction Question

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

18. Excel Spreadsheet

    By Andy the Actuary, March 10, 2008
    • 3 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • March 11, 2008

19. Cash Balance Conversion

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

20. Frozen AB, Benefits restarted, late retirement

    By Guest RBlaine, March 10, 2008
    • 4 replies
    • 1k views
    • 
    • SoCalActuary
    • March 10, 2008

21. Iterest Rate Selection under IRC 430

    By Andy the Actuary, March 9, 2008
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • March 10, 2008

22. Does AFTAP Matter?

    By Andy the Actuary, February 18, 2008
    • 11 replies
    • 2.6k views
    • 
    • Mike Preston
    • March 7, 2008

23. 2 db plans for 2 companies

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

24. Plan termination 2007/2008 payout

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

25. PPA Questions

    By FAPInJax, March 3, 2008
    • 7 replies
    • 2.5k views
    • 
    • Andy the Actuary
    • March 6, 2008

26. Top Heavy Plan

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

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

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

28. Help for a newbie

    By Guest Biggie, March 3, 2008
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • March 5, 2008

29. FAS 87 as modified by FAS 158 worksheets

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

30. 404 Limit under PPA

    By zimbo, February 27, 2008
    • 11 replies
    • 2.5k views
    • 
    • Guest
    • February 29, 2008

31. Methods of Avoiding 436 Restrictions

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

32. Timing of Participant Notice

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

33. Participant Notice When Benefits Restricted

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

34. Hybrid Plan Floor-Offset & Vesting under PPA2006

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

35. cross tested cash balance assumptions

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

36. Pension Plan for Self-Employed

    By Gary, February 27, 2008
    • 5 replies
    • 1.7k views
    • 
    • SoCalActuary
    • February 27, 2008

37. 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

38. FAS 158 second year reconciliation

    By dmb, February 20, 2008
    • 9 replies
    • 3k views
    • 
    • Guest
    • February 27, 2008

39. Impact of 436 restrictions on BERF testing

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

40. Part-time work reducing Accrued Benefit

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

41. cash balance vesting

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

42. PBGC Waiver of Underpayment Penalty

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

43. PBGC Schedule MP

    By Penman2006, February 19, 2008
    • 2 replies
    • 1.4k views
    • 
    • Penman2006
    • February 25, 2008

44. New 412(i) class action

    By Guest edm32, February 25, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 25, 2008

45. AFTAP EOY Val Relief

    By JAY21, February 21, 2008
    • 17 replies
    • 2.7k views
    • 
    • ak2ary
    • February 25, 2008

46. Preparation of Form 5500

    By Gary, February 21, 2008
    • 4 replies
    • 1.2k views
    • 
    • SoCalActuary
    • February 23, 2008

47. Safe Harbor 401(k) and DB Plan

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

48. Enhanced benefits at termination

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

49. Schedule B credit balances - are projections typical?

    By Guest Happy Actuary, February 21, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 21, 2008

50. Excess Assets upon Termination

    By Blinky the 3-eyed Fish, February 20, 2008
    • 6 replies
    • 3.6k views
    • 
    • david rigby
    • February 20, 2008