Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Missing Participant

   By 12AX7, November 1, 2007
   • 5 replies
   • 1.7k views
   • 
   • david rigby
   • November 2, 2007

2. 5500 Auditing - Excessive?

   By AndyH, November 1, 2007
   • 9 replies
   • 1.5k views
   • 
   • Bill Presson
   • November 2, 2007

3. Immunization

   By Andy the Actuary, October 31, 2007
   • 4 replies
   • 1.5k views
   • 
   • Andy the Actuary
   • October 31, 2007

4. Annuity Purchase

   By Andy the Actuary, October 31, 2007
   • 1 reply
   • 1k views
   • 
   • tuni88
   • October 31, 2007

5. Minimum Funding Standards

   By Andy the Actuary, October 31, 2007
   • 1 reply
   • 1.1k views
   • 
   • SoCalActuary
   • October 31, 2007

6. 2007 AFTAP For 08 Presumption

   By Guest merlin, October 31, 2007
   • 3 replies
   • 1.1k views
   • 
   • JAY21
   • November 1, 2007

7. 412(i) plan document review

   By John Feldt ERPA CPC QPA, October 30, 2007
   • 9 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • October 31, 2007

8. H.R. 3868

   By mwyatt, October 30, 2007
   • 3 replies
   • 1.2k views
   • 
   • mwyatt
   • October 30, 2007

9. 204(h) Notice Required

   By Just Me, October 30, 2007
   • 7 replies
   • 1.7k views
   • 
   • tymesup
   • November 1, 2007

10. AFTAP Certification

    By JAY21, October 29, 2007
    • 3 replies
    • 2k views
    • 
    • FAPInJax
    • October 31, 2007

11. Phased Retirement

    By Guest SEV, October 24, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • November 1, 2007

12. Where can I deduct this contribution?

    By Guest Whatup, October 23, 2007
    • 22 replies
    • 4.2k views
    • 
    • SoCalActuary
    • October 30, 2007

13. PPA 06 Higher Minimum Funding Req.

    By JAY21, October 23, 2007
    • 2 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 23, 2007

14. 404(a)(7)

    By Guest erepper, October 22, 2007
    • 3 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 23, 2007

15. When is a benefit being duplicated?

    By CTipper, October 22, 2007
    • 1 reply
    • 835 views
    • 
    • Blinky the 3-eyed Fish
    • October 23, 2007

16. PPA - 75% QJSA Effective Date

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

17. discount rate and projected earnings assumption

    By RayJJohnsonJr, October 19, 2007
    • 4 replies
    • 2k views
    • 
    • AndyH
    • October 19, 2007

18. Service with Unrelated Employer

    By Just Me, October 18, 2007
    • 4 replies
    • 2.1k views
    • 
    • Belgarath
    • October 22, 2007

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

    By John Feldt ERPA CPC QPA, October 18, 2007
    • 19 replies
    • 4.4k views
    • 
    • Guest
    • November 7, 2007

20. Accruing the maximum 415 benefit (1/10)

    By John Feldt ERPA CPC QPA, October 18, 2007
    • 5 replies
    • 1.5k views
    • 
    • SoCalActuary
    • October 29, 2007

21. Move existing Whole Life into new DB Plan

    By CTipper, October 17, 2007
    • 5 replies
    • 1.3k views
    • 
    • tymesup
    • October 17, 2007

22. Top 25 Restricted Employees

    By Guest Tad77, October 16, 2007
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • October 16, 2007

23. 415 years of participation

    By tymesup, October 16, 2007
    • 2 replies
    • 1.5k views
    • 
    • SoCalActuary
    • October 16, 2007

24. cash balance and segment rates

    By abanky, October 16, 2007
    • 9 replies
    • 1.5k views
    • 
    • AndyH
    • October 17, 2007

25. 404(a)(7) Again

    By AndyH, October 15, 2007
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • October 16, 2007

26. (100%/150% CL minus assets) Deduction Limit

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

27. new DB plan funding

    By Guest basilb, October 12, 2007
    • 4 replies
    • 1.1k views
    • 
    • ak2ary
    • October 13, 2007

28. Schedule B vs. 5500

    By JAY21, October 11, 2007
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • October 12, 2007

29. Frozen Floor-Offset Plan

    By Dougsbpc, October 10, 2007
    • 5 replies
    • 1.9k views
    • 
    • tymesup
    • October 12, 2007

30. 2008 Quarterly Contributions

    By Andy the Actuary, October 10, 2007
    • 22 replies
    • 4k views
    • 
    • Guest
    • January 7, 2009

31. Pre-Retirement Decrements

    By Andy the Actuary, October 10, 2007
    • 3 replies
    • 2.4k views
    • 
    • tymesup
    • October 10, 2007

32. IRS Notice 2007-81

    By Belgarath, October 10, 2007
    • 17 replies
    • 3.8k views
    • 
    • Mike Preston
    • October 11, 2007

33. Dumb question regarding SP funding

    By mwyatt, October 8, 2007
    • 8 replies
    • 1.4k views
    • 
    • SoCalActuary
    • October 8, 2007

34. Participant Notices

    By tuni88, October 4, 2007
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • October 5, 2007

35. Cash Balance Plans

    By Gary, October 4, 2007
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • October 10, 2007

36. PPA and Lump sums

    By Guest SVP, October 4, 2007
    • 36 replies
    • 9.9k views
    • 
    • ak2ary
    • January 11, 2008

37. minimum funding if 8 1/2 months falls on a Saturday

    By thepensionmaven, September 30, 2007
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • October 1, 2007

38. PPA - 411(d)(6)

    By Guest Thomas2006, September 28, 2007
    • 2 replies
    • 1.5k views
    • 
    • ak2ary
    • October 3, 2007

39. I'm getting sick of this question.

    By Penman2006, September 28, 2007
    • 15 replies
    • 2k views
    • 
    • Larry M
    • October 2, 2007

40. 415 limits

    By Belgarath, September 28, 2007
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • September 28, 2007

41. Floor-Offset

    By Dougsbpc, September 28, 2007
    • 5 replies
    • 1.2k views
    • 
    • SoCalActuary
    • September 28, 2007

42. Fully-insured Plans

    By Blinky the 3-eyed Fish, September 27, 2007
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • September 28, 2007

43. PPA 2006 follow up

    By Gary, September 27, 2007
    • 4 replies
    • 1.1k views
    • 
    • Effen
    • September 28, 2007

44. Electronic filing of 5500

    By Gary, September 27, 2007
    • 2 replies
    • 939 views
    • 
    • SoCalActuary
    • September 27, 2007

45. Changing assumptions on prior schedule B

    By Guest saeissler, September 25, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 25, 2007

46. Frozen Benefit / Frozen Participants

    By Penman2006, September 24, 2007
    • 20 replies
    • 5.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 27, 2007

47. Form 4010 information

    By Guest jfsinger, September 24, 2007
    • 0 replies
    • 915 views
    • 
    • Guest
    • September 24, 2007

48. DB/DC Aggregate Testing

    By JRN, September 22, 2007
    • 2 replies
    • 1.6k views
    • 
    • JRN
    • September 24, 2007

49. Vesting CB/PSP Combo Plan

    By Guest John Nelson, September 21, 2007
    • 10 replies
    • 2.7k views
    • 
    • tymesup
    • September 21, 2007

50. Which salary to use when changing classifications

    By Guest g2njl@aol.com, September 21, 2007
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • September 24, 2007