Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Pro-forma Notices

   By Andy the Actuary, February 13, 2008
   • 1 reply
   • 1.3k views
   • 
   • JAY21
   • February 13, 2008

2. Is there an Option to use pre-PPA 06 417(e) rates

   By JAY21, February 12, 2008
   • 1 reply
   • 2.8k views
   • 
   • Guest
   • February 13, 2008

3. AFTAP and new plan

   By AndyH, February 12, 2008
   • 3 replies
   • 1.1k views
   • 
   • Penman2006
   • February 12, 2008

4. Unit Credit Funding For a Frozen Plan

   By Guest merlin, February 11, 2008
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • February 12, 2008

5. Participant Notices if Benefit Restrictions apply

   By dmb, January 24, 2008
   • 4 replies
   • 1.8k views
   • 
   • JanetM
   • February 11, 2008

6. Projection of RP2000 Mortality

   By Rolf Trautmann, February 8, 2008
   • 3 replies
   • 3.1k views
   • 
   • Rolf Trautmann
   • February 9, 2008

7. 415 Dollar Limit under new regs

   By Dougsbpc, February 7, 2008
   • 1 reply
   • 1.1k views
   • 
   • SoCalActuary
   • February 7, 2008

8. 204(h) Notice

   By Young Curmudgeon, February 6, 2008
   • 2 replies
   • 1.1k views
   • 
   • Young Curmudgeon
   • February 6, 2008

9. Unit Credit (Past Service)

   By Andy the Actuary, February 4, 2008
   • 9 replies
   • 1.3k views
   • 
   • Mike Preston
   • February 5, 2008

10. AFTAP for 2007

    By Guest saeissler, February 4, 2008
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • February 5, 2008

11. 401(a)(26)

    By Guest lerieleech, February 5, 2008
    • 0 replies
    • 786 views
    • 
    • Guest
    • February 5, 2008

12. PPA Lump Sum and 415 Limitations

    By Calavera, February 1, 2008
    • 9 replies
    • 5.5k views
    • 
    • Mike Preston
    • February 5, 2008

13. Corbel Cash Balance Document

    By AndyH, February 1, 2008
    • 9 replies
    • 1.8k views
    • 
    • SoCalActuary
    • February 4, 2008

14. Delayed effective date of regs.

    By Guest GMP, January 31, 2008
    • 4 replies
    • 1.3k views
    • 
    • JAY21
    • February 4, 2008

15. RMDs, additional accruals and a term certain

    By Guest erisamelissa, February 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 4, 2008

16. Unit Credit & EOY Val

    By Penman2006, February 3, 2008
    • 2 replies
    • 880 views
    • 
    • Penman2006
    • February 4, 2008

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

    By Penman2006, January 3, 2008
    • 20 replies
    • 4.1k views
    • 
    • Penman2006
    • February 2, 2008

18. "Loss of Use" Interest rate

    By Young Curmudgeon, February 1, 2008
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • February 2, 2008

19. Lump Sum Methodology

    By JAY21, January 29, 2008
    • 13 replies
    • 2k views
    • 
    • Mike Preston
    • February 1, 2008

20. Failure to suspend benefit payments

    By Young Curmudgeon, January 31, 2008
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • February 1, 2008

21. 2008 Minimum Funding

    By zimbo, January 30, 2008
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • January 30, 2008

22. Shared 401(a) Trust

    By Guest Navigator, January 28, 2008
    • 16 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 29, 2008

23. Avg. Comp. Definition

    By Young Curmudgeon, January 29, 2008
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • January 29, 2008

24. Present Value of AB using Segment Rates

    By JAY21, January 3, 2008
    • 12 replies
    • 8.2k views
    • 
    • David MacLennan
    • January 29, 2008

25. Renewal of Enrollment

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

26. Lump sum methodology

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

27. PBGC & Old Retirees

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

28. Disqualified Plan

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

29. Compensation Improvement Assumtpion

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

30. 1099-R required?

    By tuni88, January 19, 2008
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 19, 2008

31. Plan Terminations for small Defined Benefit plans

    By Guest AK1321, January 18, 2008
    • 9 replies
    • 5.9k views
    • 
    • Mike Preston
    • January 18, 2008

32. Cash Balance Plan Admininstration software

    By Dan, January 15, 2008
    • 7 replies
    • 1.6k views
    • 
    • Dan
    • January 18, 2008

33. Hypothetical 1/1/08 Valuation and AFTAP

    By Guest merlin, January 17, 2008
    • 6 replies
    • 1.3k views
    • 
    • AndyH
    • January 18, 2008

34. Form 1099R

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

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

    By YankeeFan, January 16, 2008
    • 10 replies
    • 5.4k views
    • 
    • ak2ary
    • January 17, 2008

36. 1099-R needed for death of participant?

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

37. 2008 lump sum

    By Effen, January 9, 2008
    • 9 replies
    • 1.8k views
    • 
    • tymesup
    • January 16, 2008

38. Applying for an EIN for a DB Plan Trust

    By Guest AK1321, January 15, 2008
    • 6 replies
    • 4.4k views
    • 
    • Bird
    • January 16, 2008

39. Severance pay

    By Guest tonjer, June 11, 2002
    • 2 replies
    • 2.4k views
    • 
    • 401 Chaos
    • January 16, 2008

40. S417 Applicable Rates for December 2007

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

41. PPA and Lump sums

    By Guest SVP, October 4, 2007
    • 36 replies
    • 10.2k views
    • 
    • ak2ary
    • January 11, 2008

42. Combined plan deductible limit - floor/offset

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

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

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

44. Unfunded Current Liability Limit Under 404

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

45. Technical Corrections Bill Passed

    By JAY21, January 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • JAY21
    • January 8, 2008

46. Cash Balance Market Rate of Return

    By Dennis Povloski, January 3, 2008
    • 5 replies
    • 3.2k views
    • 
    • Effen
    • January 8, 2008

47. IRS Late 5500 Notices

    By JAY21, January 7, 2008
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 8, 2008

48. Safe harbor vs. General Testing Sanity Check

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

49. Unit Credit/PPA funding

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

50. "Active participation" in DB plan

    By billfgrady, January 2, 2008
    • 6 replies
    • 2.2k views
    • 
    • AndyH
    • January 3, 2008