Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

1. PPA 2006 follow up

   By Gary, September 27, 2007
   • 4 replies
   • 1.5k views
   • 
   • Effen
   • September 28, 2007

2. Electronic filing of 5500

   By Gary, September 27, 2007
   • 2 replies
   • 1.2k views
   • 
   • SoCalActuary
   • September 27, 2007

3. Frozen Benefit / Frozen Participants

   By Penman2006, September 24, 2007
   • 20 replies
   • 7k views
   • 
   • Blinky the 3-eyed Fish
   • September 27, 2007

4. Changing assumptions on prior schedule B

   By Guest saeissler, September 25, 2007
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • September 25, 2007

5. Form 4010 information

   By Guest jfsinger, September 24, 2007
   • 0 replies
   • 1k views
   • 
   • Guest
   • September 24, 2007

6. Which salary to use when changing classifications

   By Guest g2njl@aol.com, September 21, 2007
   • 3 replies
   • 1.5k views
   • 
   • Mike Preston
   • September 24, 2007

7. DB/DC Aggregate Testing

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

8. Vesting CB/PSP Combo Plan

   By Guest John Nelson, September 21, 2007
   • 10 replies
   • 3.5k views
   • 
   • tymesup
   • September 21, 2007

9. Non-Profit equals No 404 Limit ?

   By JAY21, September 17, 2007
   • 6 replies
   • 2.6k views
   • 
   • JAY21
   • September 20, 2007

10. Filing 5500 without 5330

    By Guest GMP, September 20, 2007
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • September 20, 2007

11. SAS70 and SAS73

    By david rigby, September 19, 2007
    • 1 reply
    • 1.7k views
    • 
    • masteff
    • September 20, 2007

12. PBGC Reportable Event - Missed Quarterly

    By AndyH, September 20, 2007
    • 0 replies
    • 1.5k views
    • 
    • AndyH
    • September 20, 2007

13. PBGC Funding Notice

    By Effen, September 20, 2007
    • 0 replies
    • 1.4k views
    • 
    • Effen
    • September 20, 2007

14. Increased Retirement Age

    By Dougsbpc, September 17, 2007
    • 10 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 18, 2007

15. Plan termination and lump sums

    By abanky, September 18, 2007
    • 5 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2007

16. NRA = 70

    By Penman2006, September 17, 2007
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • September 17, 2007

17. 2007-28 Q&A 9 Reversed

    By ak2ary, September 14, 2007
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • September 14, 2007

18. silly question about pbgc

    By abanky, September 14, 2007
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2007

19. Partial Terminations

    By BTG, September 5, 2007
    • 5 replies
    • 2k views
    • 
    • AndyH
    • September 14, 2007

20. 401(a)(26)

    By Guest nedie, September 13, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 13, 2007

21. Cash Balance Conversion

    By nancy, September 10, 2007
    • 3 replies
    • 1.9k views
    • 
    • tymesup
    • September 12, 2007

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

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

23. separation from service

    By lexi, August 20, 2007
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • September 6, 2007

24. Unit Credit Funding In the Year of Plan Termination

    By Guest merlin, August 31, 2007
    • 5 replies
    • 1.6k views
    • 
    • Penman2006
    • September 6, 2007

25. Change In Actuarial Cost Method - Automatic Approval

    By Andy the Actuary, September 5, 2007
    • 1 reply
    • 1.7k views
    • 
    • tymesup
    • September 5, 2007

26. Funding deficiency re statute of limitations

    By Guest saeissler, September 5, 2007
    • 2 replies
    • 2.2k views
    • 
    • Belgarath
    • September 5, 2007

27. CB/PS NC (retirement ages vary)

    By abanky, September 5, 2007
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • September 5, 2007

28. 415 Final Regulations and Conversion to Multiemployer Plan

    By Guest dsw, September 4, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 4, 2007

29. 415 Limit Annual Benefit Present Value

    By JAY21, August 31, 2007
    • 9 replies
    • 2.6k views
    • 
    • Mike Preston
    • September 4, 2007

30. RMD Based On Plan Assets

    By Guest merlin, September 4, 2007
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • September 4, 2007

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

    By himt4, September 4, 2007
    • 2 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • September 4, 2007

32. new DB plan for one participant

    By Lori H, September 3, 2007
    • 8 replies
    • 1.9k views
    • 
    • Lori H
    • September 4, 2007

33. TRA '86

    By Randy Watson, September 2, 2007
    • 3 replies
    • 2.1k views
    • 
    • Randy Watson
    • September 2, 2007

34. Projected Unit Credit Funding With Top Heavy Minimums

    By Guest merlin, August 31, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 31, 2007

35. Proposed PPA regulations

    By FAPInJax, August 30, 2007
    • 3 replies
    • 1.6k views
    • 
    • tymesup
    • August 30, 2007

36. 2007 PBGC Notice

    By AndyH, August 29, 2007
    • 1 reply
    • 1.3k views
    • 
    • tuni88
    • August 30, 2007

37. 415 increases in frozen plan?

    By Belgarath, August 24, 2007
    • 9 replies
    • 4.8k views
    • 
    • ak2ary
    • August 29, 2007

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

    By SRM, August 27, 2007
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • August 28, 2007

39. Return to Work After Having Taken Lump Sum

    By tuni88, August 25, 2007
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • August 25, 2007

40. Restricted Distributions under PPA

    By Rob P, August 24, 2007
    • 2 replies
    • 1.5k views
    • 
    • Rob P
    • August 25, 2007

41. MPAA

    By Andy the Actuary, August 23, 2007
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • August 24, 2007

42. Eliminating Actuarial Increase

    By Guest Nini, August 22, 2007
    • 3 replies
    • 2.3k views
    • 
    • ak2ary
    • August 23, 2007

43. Floor offset - minimum participation

    By tymesup, August 10, 2007
    • 29 replies
    • 6.4k views
    • 
    • ak2ary
    • August 23, 2007

44. In-Kind Contribution

    By Guest merlin, August 22, 2007
    • 11 replies
    • 3.6k views
    • 
    • Belgarath
    • August 23, 2007

45. MVAR

    By JAY21, August 11, 2006
    • 30 replies
    • 9.6k views
    • 
    • AndyH
    • August 17, 2007

46. Schedule B

    By Guest Jaynie, August 15, 2007
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • August 16, 2007

47. 415 limits

    By FAPInJax, August 7, 2007
    • 6 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • August 15, 2007

48. Testing Age For DB/DC Combination

    By Guest merlin, August 10, 2007
    • 4 replies
    • 2k views
    • 
    • Penman2006
    • August 14, 2007

49. PPA Interest rates

    By FAPInJax, August 13, 2007
    • 2 replies
    • 1.8k views
    • 
    • FAPInJax
    • August 14, 2007

50. Defined Benefit Distributions

    By Guest Nathan Kolbes, August 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 14, 2007