Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

1. 404 Limit under PPA

   By zimbo, February 27, 2008
   • 11 replies
   • 2.8k views
   • 
   • Guest
   • February 29, 2008

2. Methods of Avoiding 436 Restrictions

   By Guest merlin, February 29, 2008
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • February 29, 2008

3. Timing of Participant Notice

   By Andy the Actuary, February 29, 2008
   • 0 replies
   • 1k views
   • 
   • Andy the Actuary
   • February 29, 2008

4. Participant Notice When Benefits Restricted

   By Andy the Actuary, February 29, 2008
   • 0 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • February 29, 2008

5. Hybrid Plan Floor-Offset & Vesting under PPA2006

   By Guest Reliant1, February 28, 2008
   • 1 reply
   • 1.9k views
   • 
   • SoCalActuary
   • February 28, 2008

6. cross tested cash balance assumptions

   By abanky, February 28, 2008
   • 4 replies
   • 1.5k views
   • 
   • Effen
   • February 28, 2008

7. Pension Plan for Self-Employed

   By Gary, February 27, 2008
   • 5 replies
   • 1.9k views
   • 
   • SoCalActuary
   • February 27, 2008

8. Is it possible to fund maximum benefit in db/dc combo?

   By Effen, February 27, 2008
   • 3 replies
   • 1.4k views
   • 
   • ak2ary
   • February 27, 2008

9. FAS 158 second year reconciliation

   By dmb, February 20, 2008
   • 9 replies
   • 3.3k views
   • 
   • Guest
   • February 27, 2008

10. Impact of 436 restrictions on BERF testing

    By ak2ary, February 21, 2008
    • 4 replies
    • 1.4k views
    • 
    • ak2ary
    • February 26, 2008

11. Part-time work reducing Accrued Benefit

    By Guest AEA, February 22, 2008
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 2008

12. cash balance vesting

    By abanky, February 26, 2008
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • February 26, 2008

13. PBGC Waiver of Underpayment Penalty

    By Guest Guy Incognito, February 26, 2008
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • February 26, 2008

14. PBGC Schedule MP

    By Penman2006, February 19, 2008
    • 2 replies
    • 1.5k views
    • 
    • Penman2006
    • February 25, 2008

15. New 412(i) class action

    By Guest edm32, February 25, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 25, 2008

16. AFTAP EOY Val Relief

    By JAY21, February 21, 2008
    • 17 replies
    • 3.2k views
    • 
    • ak2ary
    • February 25, 2008

17. Preparation of Form 5500

    By Gary, February 21, 2008
    • 4 replies
    • 1.4k views
    • 
    • SoCalActuary
    • February 23, 2008

18. Safe Harbor 401(k) and DB Plan

    By Dougsbpc, February 22, 2008
    • 4 replies
    • 2.4k views
    • 
    • AndyH
    • February 23, 2008

19. Enhanced benefits at termination

    By Young Curmudgeon, February 22, 2008
    • 2 replies
    • 1.3k views
    • 
    • Young Curmudgeon
    • February 22, 2008

20. Schedule B credit balances - are projections typical?

    By Guest Happy Actuary, February 21, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 21, 2008

21. Excess Assets upon Termination

    By Blinky the 3-eyed Fish, February 20, 2008
    • 6 replies
    • 3.9k views
    • 
    • david rigby
    • February 20, 2008

22. Normal Retirement Age

    By luissaha, February 20, 2008
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • February 20, 2008

23. Cash Balance Conversion Correction

    By Guest DORIGHT, February 20, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 20, 2008

24. More AFTAP

    By Guest lerieleech, February 18, 2008
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 19, 2008

25. Interest on credit balance for quarterly contribution requirement

    By dmb, July 10, 2006
    • 4 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 19, 2008

26. cash balance plan retirement age

    By Guest mrsactuary, February 18, 2008
    • 2 replies
    • 1.3k views
    • 
    • ak2ary
    • February 18, 2008

27. CB Conversion Transition Benefit

    By Guest DORIGHT, February 7, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 16, 2008

28. New Plan 2007 AFTAP

    By Blinky the 3-eyed Fish, February 14, 2008
    • 21 replies
    • 2.5k views
    • 
    • ak2ary
    • February 15, 2008

29. insurance in a defined benefit plan

    By thepensionmaven, February 15, 2008
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • February 15, 2008

30. Assignement of Benefit in a DBP

    By Gary, February 6, 2008
    • 8 replies
    • 1.8k views
    • 
    • Gary
    • February 15, 2008

31. General Tested DB/DC

    By Blinky the 3-eyed Fish, February 13, 2008
    • 6 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 15, 2008

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

    By Guest s.c.semler, February 14, 2008
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • February 15, 2008

33. Plan Termination in 2008

    By Guest Sus95, January 31, 2008
    • 8 replies
    • 2.7k views
    • 
    • Mike Preston
    • February 15, 2008

34. RP 2000-40 - VALID OR OBSOLETE

    By AndyH, February 12, 2008
    • 7 replies
    • 2.6k views
    • 
    • AndyH
    • February 14, 2008

35. 412i "converted" to traditional DB

    By JAY21, February 13, 2008
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 14, 2008

36. AFTAP

    By Blinky the 3-eyed Fish, February 11, 2008
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • February 14, 2008

37. AFTAP and EOY val

    By Guest Sus95, February 11, 2008
    • 9 replies
    • 1.6k views
    • 
    • zimbo
    • February 14, 2008

38. Pro-forma Notices

    By Andy the Actuary, February 13, 2008
    • 1 reply
    • 1.7k views
    • 
    • JAY21
    • February 13, 2008

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

    By JAY21, February 12, 2008
    • 1 reply
    • 3k views
    • 
    • Guest
    • February 13, 2008

40. AFTAP and new plan

    By AndyH, February 12, 2008
    • 3 replies
    • 1.5k views
    • 
    • Penman2006
    • February 12, 2008

41. Unit Credit Funding For a Frozen Plan

    By Guest merlin, February 11, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 12, 2008

42. Participant Notices if Benefit Restrictions apply

    By dmb, January 24, 2008
    • 4 replies
    • 2.2k views
    • 
    • JanetM
    • February 11, 2008

43. Projection of RP2000 Mortality

    By Rolf Trautmann, February 8, 2008
    • 3 replies
    • 3.4k views
    • 
    • Rolf Trautmann
    • February 9, 2008

44. 415 Dollar Limit under new regs

    By Dougsbpc, February 7, 2008
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • February 7, 2008

45. 204(h) Notice

    By Young Curmudgeon, February 6, 2008
    • 2 replies
    • 1.4k views
    • 
    • Young Curmudgeon
    • February 6, 2008

46. Unit Credit (Past Service)

    By Andy the Actuary, February 4, 2008
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • February 5, 2008

47. AFTAP for 2007

    By Guest saeissler, February 4, 2008
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • February 5, 2008

48. 401(a)(26)

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

49. PPA Lump Sum and 415 Limitations

    By Calavera, February 1, 2008
    • 9 replies
    • 6.2k views
    • 
    • Mike Preston
    • February 5, 2008

50. Corbel Cash Balance Document

    By AndyH, February 1, 2008
    • 9 replies
    • 2.1k views
    • 
    • SoCalActuary
    • February 4, 2008