Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Partnership DB Plan

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

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

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

3. FAS 158 - What to do with Prepaid

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

4. PPA Interest Rates

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

5. 412(c)(8) Election after 2007

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

6. 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

7. Form 56

   By Peanut Butter Man, November 7, 2007
   • 1 reply
   • 1.1k views
   • 
   • gc@chimentowebb.com
   • November 7, 2007

8. Final 415 regulations re plan termination

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

9. Application of Code Section 402(b)(4) and Disqualified PLans

   By Guest EMM118, November 6, 2007
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • November 6, 2007

10. PPA 06 Delay ?

    By JAY21, November 2, 2007
    • 4 replies
    • 1.4k views
    • 
    • D Syrett
    • November 4, 2007

11. 2008 Funding Rules

    By JAY21, November 1, 2007
    • 0 replies
    • 900 views
    • 
    • JAY21
    • November 1, 2007

12. Missing Participant

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

13. 5500 Auditing - Excessive?

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

14. Immunization

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

15. Annuity Purchase

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

16. Minimum Funding Standards

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

17. 2007 AFTAP For 08 Presumption

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

18. 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

19. H.R. 3868

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

20. 204(h) Notice Required

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

21. AFTAP Certification

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

22. Phased Retirement

    By Guest SEV, October 24, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2007

23. Where can I deduct this contribution?

    By Guest Whatup, October 23, 2007
    • 22 replies
    • 4.3k views
    • 
    • SoCalActuary
    • October 30, 2007

24. PPA 06 Higher Minimum Funding Req.

    By JAY21, October 23, 2007
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 23, 2007

25. 404(a)(7)

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

26. When is a benefit being duplicated?

    By CTipper, October 22, 2007
    • 1 reply
    • 859 views
    • 
    • Blinky the 3-eyed Fish
    • October 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. discount rate and projected earnings assumption

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

29. Service with Unrelated Employer

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

30. 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

31. 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

32. Move existing Whole Life into new DB Plan

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

33. Top 25 Restricted Employees

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

34. 415 years of participation

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

35. cash balance and segment rates

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

36. 404(a)(7) Again

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

37. (100%/150% CL minus assets) Deduction Limit

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

38. new DB plan funding

    By Guest basilb, October 12, 2007
    • 4 replies
    • 1.2k views
    • 
    • ak2ary
    • October 13, 2007

39. Schedule B vs. 5500

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

40. Frozen Floor-Offset Plan

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

41. 2008 Quarterly Contributions

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

42. Pre-Retirement Decrements

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

43. IRS Notice 2007-81

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

44. Dumb question regarding SP funding

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

45. Participant Notices

    By tuni88, October 4, 2007
    • 2 replies
    • 1.3k views
    • 
    • tymesup
    • October 5, 2007

46. Cash Balance Plans

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

47. PPA and Lump sums

    By Guest SVP, October 4, 2007
    • 36 replies
    • 10k views
    • 
    • ak2ary
    • January 11, 2008

48. 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

49. PPA - 411(d)(6)

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

50. I'm getting sick of this question.

    By Penman2006, September 28, 2007
    • 15 replies
    • 2.1k views
    • 
    • Larry M
    • October 2, 2007