Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Normal Retirement Age

   By luissaha, February 20, 2008
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • February 20, 2008

2. Cash Balance Conversion Correction

   By Guest DORIGHT, February 20, 2008
   • 0 replies
   • 902 views
   • 
   • Guest
   • February 20, 2008

3. More AFTAP

   By Guest lerieleech, February 18, 2008
   • 6 replies
   • 1.5k views
   • 
   • Mike Preston
   • February 19, 2008

4. Interest on credit balance for quarterly contribution requirement

   By dmb, July 10, 2006
   • 4 replies
   • 1.9k views
   • 
   • Mike Preston
   • February 19, 2008

5. cash balance plan retirement age

   By Guest mrsactuary, February 18, 2008
   • 2 replies
   • 1.2k views
   • 
   • ak2ary
   • February 18, 2008

6. CB Conversion Transition Benefit

   By Guest DORIGHT, February 7, 2008
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • February 16, 2008

7. New Plan 2007 AFTAP

   By Blinky the 3-eyed Fish, February 14, 2008
   • 21 replies
   • 2k views
   • 
   • ak2ary
   • February 15, 2008

8. insurance in a defined benefit plan

   By thepensionmaven, February 15, 2008
   • 1 reply
   • 914 views
   • 
   • Belgarath
   • February 15, 2008

9. Assignement of Benefit in a DBP

   By Gary, February 6, 2008
   • 8 replies
   • 1.6k views
   • 
   • Gary
   • February 15, 2008

10. General Tested DB/DC

    By Blinky the 3-eyed Fish, February 13, 2008
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 15, 2008

11. AFTAP and Plan Amendments Effective 1/1/07

    By Guest s.c.semler, February 14, 2008
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • February 15, 2008

12. Plan Termination in 2008

    By Guest Sus95, January 31, 2008
    • 8 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 15, 2008

13. RP 2000-40 - VALID OR OBSOLETE

    By AndyH, February 12, 2008
    • 7 replies
    • 2.2k views
    • 
    • AndyH
    • February 14, 2008

14. 412i "converted" to traditional DB

    By JAY21, February 13, 2008
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • February 14, 2008

15. AFTAP

    By Blinky the 3-eyed Fish, February 11, 2008
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • February 14, 2008

16. AFTAP and EOY val

    By Guest Sus95, February 11, 2008
    • 9 replies
    • 1.3k views
    • 
    • zimbo
    • February 14, 2008

17. Pro-forma Notices

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

18. 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

19. AFTAP and new plan

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

20. Unit Credit Funding For a Frozen Plan

    By Guest merlin, February 11, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2008

21. Participant Notices if Benefit Restrictions apply

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

22. Projection of RP2000 Mortality

    By Rolf Trautmann, February 8, 2008
    • 3 replies
    • 3.2k views
    • 
    • Rolf Trautmann
    • February 9, 2008

23. 415 Dollar Limit under new regs

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

24. 204(h) Notice

    By Young Curmudgeon, February 6, 2008
    • 2 replies
    • 1.2k views
    • 
    • Young Curmudgeon
    • February 6, 2008

25. Unit Credit (Past Service)

    By Andy the Actuary, February 4, 2008
    • 9 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 5, 2008

26. AFTAP for 2007

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

27. 401(a)(26)

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

28. PPA Lump Sum and 415 Limitations

    By Calavera, February 1, 2008
    • 9 replies
    • 5.7k views
    • 
    • Mike Preston
    • February 5, 2008

29. Corbel Cash Balance Document

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

30. Delayed effective date of regs.

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

31. RMDs, additional accruals and a term certain

    By Guest erisamelissa, February 1, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 4, 2008

32. Unit Credit & EOY Val

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

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

    By Penman2006, January 3, 2008
    • 20 replies
    • 4.2k views
    • 
    • Penman2006
    • February 2, 2008

34. "Loss of Use" Interest rate

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

35. Lump Sum Methodology

    By JAY21, January 29, 2008
    • 13 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 1, 2008

36. Failure to suspend benefit payments

    By Young Curmudgeon, January 31, 2008
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • February 1, 2008

37. 2008 Minimum Funding

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

38. Shared 401(a) Trust

    By Guest Navigator, January 28, 2008
    • 16 replies
    • 2.3k views
    • 
    • Mike Preston
    • January 29, 2008

39. Avg. Comp. Definition

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

40. Present Value of AB using Segment Rates

    By JAY21, January 3, 2008
    • 12 replies
    • 8.5k views
    • 
    • David MacLennan
    • January 29, 2008

41. Renewal of Enrollment

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

42. Lump sum methodology

    By Guest lerieleech, January 23, 2008
    • 8 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 25, 2008

43. PBGC & Old Retirees

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

44. Disqualified Plan

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

45. Compensation Improvement Assumtpion

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

46. 1099-R required?

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

47. Plan Terminations for small Defined Benefit plans

    By Guest AK1321, January 18, 2008
    • 9 replies
    • 6.1k views
    • 
    • Mike Preston
    • January 18, 2008

48. Cash Balance Plan Admininstration software

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

49. Hypothetical 1/1/08 Valuation and AFTAP

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

50. Form 1099R

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