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Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

  1. DB and PSP

    By thepensionmaven,
    • 5 replies
    • 1.5k views

  2. 417(e) alternate interpretation?

    By AndyH,
    • 6 replies
    • 1.3k views

  3. 2008 Reenrollment Fee

    By Andy the Actuary,
    • 7 replies
    • 1.2k views
    • Guest
    • Guest

  4. plan termination

    By thepensionmaven,
    • 16 replies
    • 2.3k views
    • Guest
    • Guest

  5. Double pro-ration

    By tymesup,
    • 1 reply
    • 1.3k views

  6. 415 Mortality

    By abanky,
    • 2 replies
    • 1.9k views

  7. Pre-participation Compensation

    By 12AX7,
    • 2 replies
    • 1.3k views

  8. Neglected 412(i) plan

    By Guest lerieleech,
    • 3 replies
    • 1k views
    • Guest
    • Guest

  9. Retirees Benefiting Under a COLA

    By Guest merlin,
    • 5 replies
    • 1.2k views
    • Guest
    • Guest

  10. Cash Balance Plan - Cutback Issue

    By Guest pcohen,
    • 1 reply
    • 1.2k views

  11. more on new lump sum rates

    By Guest lerieleech,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  12. Handy Reference

    By Andy the Actuary,
    • 0 replies
    • 967 views

  13. AFTAP Fun

    By JAY21,
    • 7 replies
    • 1.3k views
    • Guest
    • Guest

  14. Life Expectancy

    By Andy the Actuary,
    • 2 replies
    • 999 views

  15. 415 Brain Cramp

    By mwyatt,
    • 5 replies
    • 1.5k views

  16. Unrounded 415 limits

    By FAPInJax,
    • 2 replies
    • 2.3k views

  17. Avg Comp from previous years

    By ombskid,
    • 2 replies
    • 1.3k views

  18. Restricted HCE payment

    By Jim Norman,
    • 4 replies
    • 1.6k views

  19. S404 deduction under PPA for a new Plan

    By flosfur,
    • 5 replies
    • 1.4k views

  20. 401(a)(4) testing of DB/DC

    By flosfur,
    • 1 reply
    • 950 views

  21. Cash Balance Valuation Dates

    By AndyH,
    • 18 replies
    • 2.7k views

  22. (100%/150% CL minus assets) Deduction Limit

    By flosfur,
    • 10 replies
    • 1.7k views

  23. Good Sources for old Revenue Rulings & GCM ?

    By JAY21,
    • 9 replies
    • 2.1k views

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

    By flosfur,
    • 8 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest sueczer,
    • 4 replies
    • 1.1k views

  26. Split-Funded Plans post PPA 06

    By JAY21,
    • 6 replies
    • 2.5k views

  27. Pension Thaw?

    By tuni88,
    • 7 replies
    • 2.9k views

  28. Over Contribution

    By Guest PAUL DUGAN,
    • 4 replies
    • 1k views

  29. JB Reenrollment

    By mwyatt,
    • 6 replies
    • 1.5k views

  30. Killing 412i plan

    By FAPInJax,
    • 1 reply
    • 1k views

  31. Grandfathering Pre-Final Reg 415 Benefit

    By Guest merlin,
    • 12 replies
    • 1.4k views
    • Guest
    • Guest

  32. PBGC Technical Advice on Plan Terminations

    By Andy the Actuary,
    • 0 replies
    • 926 views

  33. Former HCE Def'n

    By JAY21,
    • 20 replies
    • 3.9k views

  34. Final 415 Regulations - Amendment Deadline

    By J. Bringhurst,
    • 1 reply
    • 4.9k views

  35. Lump Sum Calculation Sanity Check

    By Andy the Actuary,
    • 32 replies
    • 6.8k views

  36. Funding Standards

    By Andy the Actuary,
    • 1 reply
    • 1k views

  37. I need help sounding like an actuary

    By SteveH,
    • 12 replies
    • 2.2k views

  38. 401(a)(17) Limit for Year of Benefit Accrual Freeze

    By J. Bringhurst,
    • 1 reply
    • 1.8k views

  39. ERISA 101(j) Notice

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

  40. AFTAP Certification

    By Andy the Actuary,
    • 2 replies
    • 1.4k views

  41. Permissive Aggregation for Coverage Test

    By flosfur,
    • 3 replies
    • 1.3k views

  42. NRA & Notice 2007-69

    By Penman2006,
    • 4 replies
    • 1.1k views

  43. PPA - 75% QJSA Effective Date

    By J. Bringhurst,
    • 14 replies
    • 5.5k views

  44. Short plan year unit credit

    By FAPInJax,
    • 3 replies
    • 1k views

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

    By ombskid,
    • 8 replies
    • 2.1k views

  46. Funding under PPA 06

    By Guest lerieleech,
    • 2 replies
    • 1k views

  47. Unreported contribution

    By tymesup,
    • 5 replies
    • 946 views

  48. Plan Disqualification for violating 410b

    By Gary,
    • 0 replies
    • 1.4k views

  49. CUSIP #

    By Belgarath,
    • 2 replies
    • 1.5k views

  50. valuation deadline

    By abanky,
    • 5 replies
    • 1.1k views
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