Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Avg Comp from previous years

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

2. Restricted HCE payment

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

3. S404 deduction under PPA for a new Plan

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

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

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

5. Cash Balance Valuation Dates

   By AndyH, December 11, 2007
   • 18 replies
   • 2.7k views
   • 
   • AndyH
   • December 14, 2007

6. (100%/150% CL minus assets) Deduction Limit

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

7. Good Sources for old Revenue Rulings & GCM ?

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

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

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

9. Deduction of 150% UCL, amendment in effect 2 yrs

   By Guest sueczer, December 11, 2007
   • 4 replies
   • 1.1k views
   • 
   • Mike Preston
   • December 12, 2007

10. Split-Funded Plans post PPA 06

    By JAY21, December 7, 2007
    • 6 replies
    • 2.5k views
    • 
    • JAY21
    • December 10, 2007

11. Pension Thaw?

    By tuni88, December 6, 2007
    • 7 replies
    • 2.9k views
    • 
    • SoCalActuary
    • December 10, 2007

12. Over Contribution

    By Guest PAUL DUGAN, December 7, 2007
    • 4 replies
    • 1k views
    • 
    • Mike Preston
    • December 7, 2007

13. JB Reenrollment

    By mwyatt, December 6, 2007
    • 6 replies
    • 1.4k views
    • 
    • mwyatt
    • December 7, 2007

14. Killing 412i plan

    By FAPInJax, December 7, 2007
    • 1 reply
    • 989 views
    • 
    • SoCalActuary
    • December 7, 2007

15. Grandfathering Pre-Final Reg 415 Benefit

    By Guest merlin, December 4, 2007
    • 12 replies
    • 1.4k views
    • 
    • Guest
    • December 7, 2007

16. PBGC Technical Advice on Plan Terminations

    By Andy the Actuary, December 4, 2007
    • 0 replies
    • 917 views
    • 
    • Andy the Actuary
    • December 4, 2007

17. Former HCE Def'n

    By JAY21, November 27, 2007
    • 20 replies
    • 3.8k views
    • 
    • SoCalActuary
    • December 4, 2007

18. Final 415 Regulations - Amendment Deadline

    By J. Bringhurst, December 3, 2007
    • 1 reply
    • 4.8k views
    • 
    • Belgarath
    • December 3, 2007

19. Lump Sum Calculation Sanity Check

    By Andy the Actuary, November 20, 2007
    • 32 replies
    • 6.6k views
    • 
    • tuni88
    • December 1, 2007

20. Funding Standards

    By Andy the Actuary, November 30, 2007
    • 1 reply
    • 1k views
    • 
    • tymesup
    • November 30, 2007

21. I need help sounding like an actuary

    By SteveH, November 28, 2007
    • 12 replies
    • 2.1k views
    • 
    • SteveH
    • November 29, 2007

22. 401(a)(17) Limit for Year of Benefit Accrual Freeze

    By J. Bringhurst, November 29, 2007
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • November 29, 2007

23. ERISA 101(j) Notice

    By John Feldt ERPA CPC QPA, November 27, 2007
    • 2 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 27, 2007

24. AFTAP Certification

    By Andy the Actuary, November 26, 2007
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • November 26, 2007

25. Permissive Aggregation for Coverage Test

    By flosfur, November 21, 2007
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • November 26, 2007

26. NRA & Notice 2007-69

    By Penman2006, November 21, 2007
    • 4 replies
    • 1.1k views
    • 
    • Penman2006
    • November 23, 2007

27. PPA - 75% QJSA Effective Date

    By J. Bringhurst, October 19, 2007
    • 14 replies
    • 5.4k views
    • 
    • Andy the Actuary
    • November 22, 2007

28. Short plan year unit credit

    By FAPInJax, November 21, 2007
    • 3 replies
    • 990 views
    • 
    • JAY21
    • November 21, 2007

29. When is it deductible - plan year vs fiscal year

    By ombskid, November 19, 2007
    • 8 replies
    • 2.1k views
    • 
    • tymesup
    • November 21, 2007

30. Funding under PPA 06

    By Guest lerieleech, November 20, 2007
    • 2 replies
    • 993 views
    • 
    • mwyatt
    • November 21, 2007

31. Unreported contribution

    By tymesup, November 20, 2007
    • 5 replies
    • 928 views
    • 
    • Mike Preston
    • November 20, 2007

32. Plan Disqualification for violating 410b

    By Gary, November 20, 2007
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • November 20, 2007

33. CUSIP #

    By Belgarath, November 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • November 20, 2007

34. valuation deadline

    By abanky, November 20, 2007
    • 5 replies
    • 1.1k views
    • 
    • mwyatt
    • November 20, 2007

35. FAS 158 - What to do with Prepaid

    By Guest pm01, November 8, 2007
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • November 20, 2007

36. Vested lump sum calculations

    By FAPInJax, November 15, 2007
    • 2 replies
    • 1.3k views
    • 
    • tymesup
    • November 20, 2007

37. 417(e) Mortality Table

    By abanky, November 13, 2007
    • 10 replies
    • 5.3k views
    • 
    • Mike Preston
    • November 20, 2007

38. Attribution of ASG status to another member of a controlled Group

    By Lame Duck, November 19, 2007
    • 0 replies
    • 880 views
    • 
    • Lame Duck
    • November 19, 2007

39. 412i plan compliance

    By Gary, November 17, 2007
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • November 19, 2007

40. 412(i) with 401k s.harbor

    By MJ Hartman, November 12, 2007
    • 14 replies
    • 2.7k views
    • 
    • mwyatt
    • November 17, 2007

41. Partnership DB Plan

    By Blinky the 3-eyed Fish, November 8, 2007
    • 16 replies
    • 2.9k views
    • 
    • AndyH
    • November 14, 2007

42. PPA Lump Sum Restrictions

    By Guest PAUL DUGAN, November 13, 2007
    • 3 replies
    • 1.5k views
    • 
    • Effen
    • November 13, 2007

43. New DB - Already funded SEP for 07

    By Guest erepper, November 9, 2007
    • 4 replies
    • 1.1k views
    • 
    • jevd
    • November 13, 2007

44. PPA Interest Rates

    By FAPInJax, November 8, 2007
    • 3 replies
    • 2.1k views
    • 
    • SoCalActuary
    • November 12, 2007

45. Adding 401(h) Medical Expense Feature to DB Plan

    By JAY21, November 8, 2007
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • November 8, 2007

46. 412(c)(8) Election after 2007

    By JAY21, November 7, 2007
    • 3 replies
    • 3.1k views
    • 
    • JAY21
    • November 8, 2007

47. Effective date for new PPA rates/mortality for lump sums

    By John Feldt ERPA CPC QPA, November 7, 2007
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 7, 2007

48. Plan amendments for the new 417(e) rules

    By John Feldt ERPA CPC QPA, October 18, 2007
    • 19 replies
    • 4.5k views
    • 
    • Guest
    • November 7, 2007

49. Form 56

    By Peanut Butter Man, November 7, 2007
    • 1 reply
    • 1k views
    • 
    • gc@chimentowebb.com
    • November 7, 2007

50. Final 415 regulations re plan termination

    By Guest saeissler, November 6, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 6, 2007