Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Avg. Comp. Definition

   By Young Curmudgeon, January 29, 2008
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • January 29, 2008

2. Lump Sum Methodology

   By JAY21, January 29, 2008
   • 13 replies
   • 1.9k views
   • 
   • Mike Preston
   • February 1, 2008

3. 412(i) Plan and IRS Global Settlement Initiative and Penalty under Code Section 6707A

   By Guest EMM118, January 28, 2008
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • November 20, 2009

4. Shared 401(a) Trust

   By Guest Navigator, January 28, 2008
   • 16 replies
   • 2.1k views
   • 
   • Mike Preston
   • January 29, 2008

5. Renewal of Enrollment

   By Guest merlin, January 25, 2008
   • 1 reply
   • 1.2k views
   • 
   • Andy the Actuary
   • January 25, 2008

6. Participant Notices if Benefit Restrictions apply

   By dmb, January 24, 2008
   • 4 replies
   • 1.7k views
   • 
   • JanetM
   • February 11, 2008

7. PBGC & Old Retirees

   By SoCalActuary, January 24, 2008
   • 1 reply
   • 858 views
   • 
   • JanetM
   • January 24, 2008

8. Lump sum methodology

   By Guest lerieleech, January 23, 2008
   • 8 replies
   • 1.7k views
   • 
   • Mike Preston
   • January 25, 2008

9. Disqualified Plan

   By Gary, January 22, 2008
   • 1 reply
   • 1.3k views
   • 
   • Andy the Actuary
   • January 22, 2008

10. Compensation Improvement Assumtpion

    By Andy the Actuary, January 21, 2008
    • 0 replies
    • 780 views
    • 
    • Andy the Actuary
    • January 21, 2008

11. 1099-R required?

    By tuni88, January 19, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 19, 2008

12. Plan Terminations for small Defined Benefit plans

    By Guest AK1321, January 18, 2008
    • 9 replies
    • 5.8k views
    • 
    • Mike Preston
    • January 18, 2008

13. FAS 87 as modified by FAS 158 worksheets

    By mwyatt, January 18, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 3, 2008

14. Hypothetical 1/1/08 Valuation and AFTAP

    By Guest merlin, January 17, 2008
    • 6 replies
    • 1.2k views
    • 
    • AndyH
    • January 18, 2008

15. New deductibility limit in 2008 - New Plan

    By mwyatt, January 17, 2008
    • 6 replies
    • 2.4k views
    • 
    • tymesup
    • July 10, 2008

16. Are actuarial increases beyone NRA required under a frozen DB plan

    By YankeeFan, January 16, 2008
    • 10 replies
    • 5.3k views
    • 
    • ak2ary
    • January 17, 2008

17. 1099-R needed for death of participant?

    By Cathy from Chicago, January 16, 2008
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • January 16, 2008

18. Form 1099R

    By Gary, January 16, 2008
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • January 17, 2008

19. Cash Balance Plan Admininstration software

    By Dan, January 15, 2008
    • 7 replies
    • 1.5k views
    • 
    • Dan
    • January 18, 2008

20. Applying for an EIN for a DB Plan Trust

    By Guest AK1321, January 15, 2008
    • 6 replies
    • 4.2k views
    • 
    • Bird
    • January 16, 2008

21. S417 Applicable Rates for December 2007

    By flosfur, January 11, 2008
    • 4 replies
    • 1k views
    • 
    • zimbo
    • January 13, 2008

22. Combined plan deductible limit - floor/offset

    By tymesup, January 10, 2008
    • 1 reply
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 10, 2008

23. FAS87 discount rate at 12/31/07 - MODE

    By tuni88, January 10, 2008
    • 1 reply
    • 959 views
    • 
    • Effen
    • January 10, 2008

24. 2008 lump sum

    By Effen, January 9, 2008
    • 9 replies
    • 1.7k views
    • 
    • tymesup
    • January 16, 2008

25. Technical Corrections Bill Passed

    By JAY21, January 8, 2008
    • 2 replies
    • 1k views
    • 
    • JAY21
    • January 8, 2008

26. IRS Late 5500 Notices

    By JAY21, January 7, 2008
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • January 8, 2008

27. Demise of IRS 77-2

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

28. PPA Restrictions

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

29. Cash Balance Market Rate of Return

    By Dennis Povloski, January 3, 2008
    • 5 replies
    • 3.1k views
    • 
    • Effen
    • January 8, 2008

30. Safe harbor vs. General Testing Sanity Check

    By AndyH, January 3, 2008
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • January 4, 2008

31. Present Value of AB using Segment Rates

    By JAY21, January 3, 2008
    • 12 replies
    • 8k views
    • 
    • David MacLennan
    • January 29, 2008

32. Unit Credit/PPA funding

    By tymesup, January 3, 2008
    • 4 replies
    • 1.4k views
    • 
    • tymesup
    • January 4, 2008

33. AFTAP, Restrictions, EOY Vals, Plans < 5 Yrs. Old

    By Penman2006, January 3, 2008
    • 20 replies
    • 3.9k views
    • 
    • Penman2006
    • February 2, 2008

34. "Active participation" in DB plan

    By billfgrady, January 2, 2008
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • January 3, 2008

35. DB and PSP

    By thepensionmaven, December 31, 2007
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • January 2, 2008

36. 417(e) alternate interpretation?

    By AndyH, December 28, 2007
    • 6 replies
    • 1.2k views
    • 
    • JAY21
    • December 28, 2007

37. Double pro-ration

    By tymesup, December 27, 2007
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • December 27, 2007

38. 2008 Reenrollment Fee

    By Andy the Actuary, December 27, 2007
    • 7 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2007

39. Pre-participation Compensation

    By 12AX7, December 21, 2007
    • 2 replies
    • 1.3k views
    • 
    • 12AX7
    • December 21, 2007

40. Handy Reference

    By Andy the Actuary, December 20, 2007
    • 0 replies
    • 946 views
    • 
    • Andy the Actuary
    • December 20, 2007

41. plan termination

    By thepensionmaven, December 20, 2007
    • 16 replies
    • 2.2k views
    • 
    • Guest
    • December 28, 2007

42. Retirees Benefiting Under a COLA

    By Guest merlin, December 20, 2007
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • December 21, 2007

43. Neglected 412(i) plan

    By Guest lerieleech, December 19, 2007
    • 3 replies
    • 1k views
    • 
    • Guest
    • December 21, 2007

44. more on new lump sum rates

    By Guest lerieleech, December 19, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 20, 2007

45. Life Expectancy

    By Andy the Actuary, December 19, 2007
    • 2 replies
    • 974 views
    • 
    • tymesup
    • December 19, 2007

46. AFTAP Fun

    By JAY21, December 19, 2007
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • December 20, 2007

47. 415 Brain Cramp

    By mwyatt, December 18, 2007
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • December 19, 2007

48. Restricted HCE payment

    By Jim Norman, December 17, 2007
    • 4 replies
    • 1.6k views
    • 
    • Jim Norman
    • December 18, 2007

49. Unrounded 415 limits

    By FAPInJax, December 17, 2007
    • 2 replies
    • 2.3k views
    • 
    • FAPInJax
    • December 19, 2007

50. 401(a)(4) testing of DB/DC

    By flosfur, December 15, 2007
    • 1 reply
    • 906 views
    • 
    • Mike Preston
    • December 15, 2007