Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

1. Early Retirement

   By Guest MC2, July 19, 2007
   • 13 replies
   • 2.2k views
   • 
   • AndyH
   • July 26, 2007

2. Where will the world be re 6/30 FAS158 discount rate?

   By tuni88, July 12, 2007
   • 16 replies
   • 3k views
   • 
   • Belgarath
   • July 25, 2007

3. 415 Limit with respect to MASD's

   By Blinky the 3-eyed Fish, July 12, 2007
   • 13 replies
   • 3.5k views
   • 
   • David MacLennan
   • July 24, 2007

4. Do we need to amend our plan to reflect Sec. 303 of PPA this year?

   By Guest Benefitsrock, July 23, 2007
   • 1 reply
   • 1.3k views
   • 
   • SoCalActuary
   • July 23, 2007

5. FASB Question for a Small Plan

   By mwyatt, July 19, 2007
   • 10 replies
   • 2.4k views
   • 
   • SoCalActuary
   • July 23, 2007

6. PPA Qualified Optional Survivor Annuity

   By Just Me, July 17, 2007
   • 8 replies
   • 7.2k views
   • 
   • Just Me
   • July 21, 2007

7. New PPA mortality tables

   By FAPInJax, July 19, 2007
   • 0 replies
   • 1.2k views
   • 
   • FAPInJax
   • July 19, 2007

8. Can you split up a Multi Employer Union Plan?

   By CTipper, July 17, 2007
   • 3 replies
   • 1.6k views
   • 
   • CTipper
   • July 18, 2007

9. Non discrimination compensation in controlled group

   By Gary, July 18, 2007
   • 1 reply
   • 1.1k views
   • 
   • Gary
   • July 18, 2007

10. excess compensation and benefit calc

    By Guest latwz, July 17, 2007
    • 3 replies
    • 1.3k views
    • 
    • JanetM
    • July 18, 2007

11. Independent Actuary for Multi Employer Union Plan

    By CTipper, July 17, 2007
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • July 17, 2007

12. Order of Amortization Bases

    By SRM, July 16, 2007
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • July 16, 2007

13. Excess assets problem & solution

    By flosfur, July 12, 2007
    • 16 replies
    • 3.1k views
    • 
    • david rigby
    • July 14, 2007

14. Forfeiture of benefits

    By Guest jmc51, July 11, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 13, 2007

15. 412(c)(8) amendment (or as redesignated, 412(d)(2))

    By Belgarath, July 13, 2007
    • 7 replies
    • 3.1k views
    • 
    • SoCalActuary
    • July 13, 2007

16. Undisclosed benefit

    By lexi, July 13, 2007
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • July 13, 2007

17. Top Heavy Benefit

    By mming, July 13, 2007
    • 5 replies
    • 2.2k views
    • 
    • SoCalActuary
    • July 13, 2007

18. Actuarial Certification

    By Andy the Actuary, July 11, 2007
    • 7 replies
    • 1.5k views
    • 
    • SoCalActuary
    • July 12, 2007

19. Amending Plan's credited hours of service

    By lexi, July 11, 2007
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • July 12, 2007

20. "safety valve"

    By abanky, July 11, 2007
    • 1 reply
    • 1.3k views
    • 
    • ak2ary
    • July 11, 2007

21. DOL Field Auditor with Potential Conflict of Interest

    By Guest cc1898, July 10, 2007
    • 4 replies
    • 1.3k views
    • 
    • SoCalActuary
    • July 11, 2007

22. A Twist on the DB/DC Combined Limit

    By Guest erisafried, May 23, 2007
    • 14 replies
    • 2.6k views
    • 
    • AndyH
    • July 11, 2007

23. What would it take for you to agree to sign the Schedule B?

    By John Feldt ERPA CPC QPA, July 10, 2007
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • July 10, 2007

24. 150% of CL

    By Dougsbpc, July 10, 2007
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 10, 2007

25. DB to Profit sharing

    By ombskid, July 3, 2007
    • 15 replies
    • 2.8k views
    • 
    • AndyH
    • July 10, 2007

26. PBGC Mortality Assumptions - Definition of

    By AndyH, July 9, 2007
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • July 9, 2007

27. Improper payout

    By ombskid, July 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • July 9, 2007

28. Distribution from one participant DB plan

    By Gary, July 6, 2007
    • 1 reply
    • 1.5k views
    • 
    • JAY21
    • July 6, 2007

29. DB/DC Combo plan, general test

    By John Feldt ERPA CPC QPA, July 3, 2007
    • 6 replies
    • 1.9k views
    • 
    • AndyH
    • July 6, 2007

30. Actuarial Increase for late retirement

    By John Feldt ERPA CPC QPA, July 5, 2007
    • 4 replies
    • 6.6k views
    • 
    • ak2ary
    • July 6, 2007

31. Partial Plan Termination

    By Andy the Actuary, July 5, 2007
    • 5 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • July 5, 2007

32. DB/DC max combined limits (One Participant)

    By Guest BuffaloT, July 2, 2007
    • 10 replies
    • 2.2k views
    • 
    • Mike Preston
    • July 5, 2007

33. Non Discrimination Testing for Law firm plan

    By Gary, June 22, 2007
    • 25 replies
    • 5.1k views
    • 
    • Mike Preston
    • July 5, 2007

34. Cash Balance software recommendations

    By AndyH, June 22, 2007
    • 8 replies
    • 1.9k views
    • 
    • AndyH
    • July 2, 2007

35. ESTIMATING 2008 DISTRIBUTION VALUES

    By Guest geschaft, June 15, 2007
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • June 29, 2007

36. A US DB plan holds Canadian real estate

    By katieinny, June 27, 2007
    • 18 replies
    • 3.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 28, 2007

37. DB Contribution Exceeds Schedule C

    By Andy the Actuary, June 19, 2007
    • 20 replies
    • 6.4k views
    • 
    • masteff
    • June 27, 2007

38. 401k elective deferrals

    By Gary, June 26, 2007
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • June 27, 2007

39. Compensation Limit

    By ac, June 24, 2007
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • June 24, 2007

40. Conditioning Optional Forms Pension Benefits on Good Health

    By Guest jmc51, June 18, 2007
    • 6 replies
    • 2k views
    • 
    • Guest
    • June 18, 2007

41. IRS Rev. Proc. 2000-40

    By Andy the Actuary, June 18, 2007
    • 0 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • June 18, 2007

42. PPA April Fools Day

    By AndyH, June 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • June 15, 2007

43. Who Are They Kidding?

    By Andy the Actuary, June 8, 2007
    • 3 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • June 12, 2007

44. Post-NRD accruals

    By Guest lerieleech, June 12, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 12, 2007

45. I have been receiving an abnormal amount of questions regarding Section 79 plans

    By SteveH, January 9, 2007
    • 4 replies
    • 2.4k views
    • 
    • Ron Snyder
    • June 12, 2007

46. FAS 158 - Assets exceeding PBO

    By AndyH, May 24, 2007
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • June 8, 2007

47. Changes to pension auditing standards?

    By AndyH, May 1, 2007
    • 7 replies
    • 2k views
    • 
    • JanetM
    • June 7, 2007

48. PBGC Premium paid by corp

    By Guest The Pension Kid, May 24, 2007
    • 11 replies
    • 4k views
    • 
    • mwyatt
    • June 5, 2007

49. ERISA FFL with term cost

    By Guest GMP, May 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • May 31, 2007

50. Spousal Consent for Early Retirement Window Benefits

    By Guest BRich, May 29, 2007
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • May 30, 2007