Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. Renewal of Enrollment

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

2. Lump sum methodology

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

3. PBGC & Old Retirees

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

4. Disqualified Plan

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

5. Compensation Improvement Assumtpion

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

6. 1099-R required?

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

7. Plan Terminations for small Defined Benefit plans

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

8. Cash Balance Plan Admininstration software

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

9. Hypothetical 1/1/08 Valuation and AFTAP

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

10. Form 1099R

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

11. 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

12. 1099-R needed for death of participant?

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

13. 2008 lump sum

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

14. Applying for an EIN for a DB Plan Trust

    By Guest AK1321, January 15, 2008
    • 6 replies
    • 4.3k views
    • 
    • Bird
    • January 16, 2008

15. Severance pay

    By Guest tonjer, June 11, 2002
    • 2 replies
    • 2.3k views
    • 
    • 401 Chaos
    • January 16, 2008

16. S417 Applicable Rates for December 2007

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

17. PPA and Lump sums

    By Guest SVP, October 4, 2007
    • 36 replies
    • 9.9k views
    • 
    • ak2ary
    • January 11, 2008

18. Combined plan deductible limit - floor/offset

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

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

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

20. Unfunded Current Liability Limit Under 404

    By Gary, March 2, 2007
    • 14 replies
    • 2.6k views
    • 
    • tymesup
    • January 9, 2008

21. Technical Corrections Bill Passed

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

22. Cash Balance Market Rate of Return

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

23. IRS Late 5500 Notices

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

24. Safe harbor vs. General Testing Sanity Check

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

25. Unit Credit/PPA funding

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

26. "Active participation" in DB plan

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

27. DB and PSP

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

28. 417(e) alternate interpretation?

    By AndyH, December 28, 2007
    • 6 replies
    • 1.3k views
    • 
    • JAY21
    • December 28, 2007

29. 2008 Reenrollment Fee

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

30. plan termination

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

31. Double pro-ration

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

32. 415 Mortality

    By abanky, November 28, 2007
    • 2 replies
    • 1.8k views
    • 
    • tymesup
    • December 26, 2007

33. Pre-participation Compensation

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

34. Neglected 412(i) plan

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

35. Retirees Benefiting Under a COLA

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

36. Cash Balance Plan - Cutback Issue

    By Guest pcohen, November 28, 2007
    • 1 reply
    • 1.1k views
    • 
    • J. Bringhurst
    • December 21, 2007

37. more on new lump sum rates

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

38. Handy Reference

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

39. AFTAP Fun

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

40. Life Expectancy

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

41. 415 Brain Cramp

    By mwyatt, December 18, 2007
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • December 19, 2007

42. Unrounded 415 limits

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

43. Avg Comp from previous years

    By ombskid, December 13, 2007
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • December 19, 2007

44. Restricted HCE payment

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

45. S404 deduction under PPA for a new Plan

    By flosfur, December 14, 2007
    • 5 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • December 17, 2007

46. 401(a)(4) testing of DB/DC

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

47. Cash Balance Valuation Dates

    By AndyH, December 11, 2007
    • 18 replies
    • 2.6k views
    • 
    • AndyH
    • December 14, 2007

48. (100%/150% CL minus assets) Deduction Limit

    By flosfur, October 13, 2007
    • 10 replies
    • 1.7k views
    • 
    • flosfur
    • December 13, 2007

49. Good Sources for old Revenue Rulings & GCM ?

    By JAY21, November 9, 2007
    • 9 replies
    • 2.1k views
    • 
    • JAY21
    • December 13, 2007

50. Value of Life Ins. for S412/404 assets

    By flosfur, December 6, 2007
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • December 13, 2007