Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Filing 5500 without 5330

   By Guest GMP, September 20, 2007
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • September 20, 2007

2. PBGC Reportable Event - Missed Quarterly

   By AndyH, September 20, 2007
   • 0 replies
   • 1.1k views
   • 
   • AndyH
   • September 20, 2007

3. PBGC Funding Notice

   By Effen, September 20, 2007
   • 0 replies
   • 1k views
   • 
   • Effen
   • September 20, 2007

4. SAS70 and SAS73

   By david rigby, September 19, 2007
   • 1 reply
   • 1.3k views
   • 
   • masteff
   • September 20, 2007

5. PBGC e filing

   By Gary, September 19, 2007
   • 22 replies
   • 3.3k views
   • 
   • Effen
   • October 3, 2007

6. Plan termination and lump sums

   By abanky, September 18, 2007
   • 5 replies
   • 1.8k views
   • 
   • John Feldt ERPA CPC QPA
   • September 18, 2007

7. Non-Profit equals No 404 Limit ?

   By JAY21, September 17, 2007
   • 6 replies
   • 1.9k views
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   • JAY21
   • September 20, 2007

8. NRA = 70

   By Penman2006, September 17, 2007
   • 3 replies
   • 1.1k views
   • 
   • SoCalActuary
   • September 17, 2007

9. Increased Retirement Age

   By Dougsbpc, September 17, 2007
   • 10 replies
   • 1.6k views
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   • Mike Preston
   • September 18, 2007

10. silly question about pbgc

    By abanky, September 14, 2007
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2007

11. 2007-28 Q&A 9 Reversed

    By ak2ary, September 14, 2007
    • 7 replies
    • 1.5k views
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    • Mike Preston
    • September 14, 2007

12. 401(a)(26)

    By Guest nedie, September 13, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 13, 2007

13. Accrued-to Date Testing For Deferred Retirees and Wearaway

    By Guest merlin, September 11, 2007
    • 0 replies
    • 811 views
    • 
    • Guest
    • September 11, 2007

14. Cash Balance Conversion

    By nancy, September 10, 2007
    • 3 replies
    • 1.4k views
    • 
    • tymesup
    • September 12, 2007

15. Change In Actuarial Cost Method - Automatic Approval

    By Andy the Actuary, September 5, 2007
    • 1 reply
    • 1.3k views
    • 
    • tymesup
    • September 5, 2007

16. Funding deficiency re statute of limitations

    By Guest saeissler, September 5, 2007
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • September 5, 2007

17. CB/PS NC (retirement ages vary)

    By abanky, September 5, 2007
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • September 5, 2007

18. Partial Terminations

    By BTG, September 5, 2007
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • September 14, 2007

19. 415 Final Regulations and Conversion to Multiemployer Plan

    By Guest dsw, September 4, 2007
    • 0 replies
    • 999 views
    • 
    • Guest
    • September 4, 2007

20. Is Report of IQPA needed for company with two plans...?

    By himt4, September 4, 2007
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 4, 2007

21. RMD Based On Plan Assets

    By Guest merlin, September 4, 2007
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • September 4, 2007

22. new DB plan for one participant

    By Lori H, September 3, 2007
    • 8 replies
    • 1.5k views
    • 
    • Lori H
    • September 4, 2007

23. TRA '86

    By Randy Watson, September 2, 2007
    • 3 replies
    • 1.7k views
    • 
    • Randy Watson
    • September 2, 2007

24. 415 Limit Annual Benefit Present Value

    By JAY21, August 31, 2007
    • 9 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 4, 2007

25. Unit Credit Funding In the Year of Plan Termination

    By Guest merlin, August 31, 2007
    • 5 replies
    • 1.2k views
    • 
    • Penman2006
    • September 6, 2007

26. Projected Unit Credit Funding With Top Heavy Minimums

    By Guest merlin, August 31, 2007
    • 2 replies
    • 940 views
    • 
    • Guest
    • August 31, 2007

27. Proposed PPA regulations

    By FAPInJax, August 30, 2007
    • 3 replies
    • 1.2k views
    • 
    • tymesup
    • August 30, 2007

28. 2007 PBGC Notice

    By AndyH, August 29, 2007
    • 1 reply
    • 1k views
    • 
    • tuni88
    • August 30, 2007

29. Notice of Annuity - Single Premium Group Annuity Ongoing Plan

    By SRM, August 27, 2007
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • August 28, 2007

30. Return to Work After Having Taken Lump Sum

    By tuni88, August 25, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • August 25, 2007

31. Restricted Distributions under PPA

    By Rob P, August 24, 2007
    • 2 replies
    • 1.1k views
    • 
    • Rob P
    • August 25, 2007

32. 415 increases in frozen plan?

    By Belgarath, August 24, 2007
    • 9 replies
    • 4.1k views
    • 
    • ak2ary
    • August 29, 2007

33. MPAA

    By Andy the Actuary, August 23, 2007
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • August 24, 2007

34. Eliminating Actuarial Increase

    By Guest Nini, August 22, 2007
    • 3 replies
    • 1.9k views
    • 
    • ak2ary
    • August 23, 2007

35. In-Kind Contribution

    By Guest merlin, August 22, 2007
    • 11 replies
    • 3k views
    • 
    • Belgarath
    • August 23, 2007

36. separation from service

    By lexi, August 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • J Simmons
    • September 6, 2007

37. Schedule B

    By Guest Jaynie, August 15, 2007
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • August 16, 2007

38. Cash-Balance Formulas

    By JAY21, August 15, 2007
    • 12 replies
    • 2.2k views
    • 
    • ak2ary
    • October 10, 2007

39. Defined Benefit Distributions

    By Guest Nathan Kolbes, August 14, 2007
    • 0 replies
    • 899 views
    • 
    • Guest
    • August 14, 2007

40. PPA Interest rates

    By FAPInJax, August 13, 2007
    • 2 replies
    • 1.3k views
    • 
    • FAPInJax
    • August 14, 2007

41. Floor offset - minimum participation

    By tymesup, August 10, 2007
    • 29 replies
    • 4.9k views
    • 
    • ak2ary
    • August 23, 2007

42. Testing Age For DB/DC Combination

    By Guest merlin, August 10, 2007
    • 4 replies
    • 1.7k views
    • 
    • Penman2006
    • August 14, 2007

43. 415 limits

    By FAPInJax, August 7, 2007
    • 6 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • August 15, 2007

44. QDRO

    By Guest duped1, August 5, 2007
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • August 6, 2007

45. Deadline for deductible contribution

    By Gary, August 3, 2007
    • 0 replies
    • 1k views
    • 
    • Gary
    • August 3, 2007

46. Funding for Termination liability

    By dmb, August 2, 2007
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • August 7, 2007

47. IRA Rollover of Payouts to Restricted HCEs

    By zimbo, August 2, 2007
    • 8 replies
    • 3.1k views
    • 
    • AndyH
    • August 3, 2007

48. DB Article/PPA Lump Sums

    By Guest ak, August 2, 2007
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • August 3, 2007

49. Safe-Harbor Rate for Interest Credits

    By Christine Roberts, August 1, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 1, 2007

50. Pre-EGTRRA 401(a)(17) limits

    By AndyH, July 31, 2007
    • 8 replies
    • 2.4k views
    • 
    • AndyH
    • August 1, 2007