Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Deductions and CL Interest 2006

   By SoCalActuary, September 13, 2006
   • 5 replies
   • 1.9k views
   • 
   • david rigby
   • September 19, 2006

2. PBGC Plan Termination Funding Deadline

   By YankeeFan, September 13, 2006
   • 8 replies
   • 2.2k views
   • 
   • Guest
   • September 19, 2006

3. Immediate Lump Sums and the QJSA

   By John Feldt ERPA CPC QPA, September 13, 2006
   • 3 replies
   • 3.2k views
   • 
   • John Feldt ERPA CPC QPA
   • September 13, 2006

4. Retroactive Annuity Starting Date

   By Guest Sunnybeau, September 13, 2006
   • 3 replies
   • 9.1k views
   • 
   • alexa
   • February 8, 2012

5. Compensation for Non Discrimination Testing

   By Gary, September 13, 2006
   • 1 reply
   • 1.4k views
   • 
   • Mike Preston
   • September 13, 2006

6. Closing a Defined Benefit Plan

   By Guest donmartin, September 12, 2006
   • 3 replies
   • 2.2k views
   • 
   • John Feldt ERPA CPC QPA
   • September 13, 2006

7. Waiver of Benefits under a DB Plan

   By Guest EMM118, September 8, 2006
   • 1 reply
   • 1k views
   • 
   • SoCalActuary
   • September 8, 2006

8. 401(a)(26) for DB with Benefit Offset

   By John Feldt ERPA CPC QPA, September 7, 2006
   • 11 replies
   • 2.5k views
   • 
   • John Feldt ERPA CPC QPA
   • December 15, 2006

9. 415 DeMinimus 10k Benefit

   By JAY21, September 6, 2006
   • 1 reply
   • 1.2k views
   • 
   • SoCalActuary
   • September 6, 2006

10. Suspension of Benefit at 100% Pay Limit

    By SoCalActuary, September 6, 2006
    • 0 replies
    • 1.1k views
    • 
    • SoCalActuary
    • September 6, 2006

11. Recharacterizing 2006 Quarterly as 2005 Contribution

    By Guest mingblue, September 5, 2006
    • 17 replies
    • 2.5k views
    • 
    • Effen
    • September 7, 2006

12. Top Heavy in DB w SEP?

    By Dennis Povloski, September 5, 2006
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • September 5, 2006

13. timing of remitance of manditory participant contributions

    By Guest JGriner, September 5, 2006
    • 11 replies
    • 2k views
    • 
    • Guest
    • September 6, 2006

14. Amendment After Year End

    By Dougsbpc, September 1, 2006
    • 5 replies
    • 2k views
    • 
    • Dougsbpc
    • September 6, 2006

15. PBGC electronic form filing

    By Gary, August 31, 2006
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • October 10, 2006

16. New 2006/2007 PPA Unfunded Current Liability Max Deduction

    By Blinky the 3-eyed Fish, August 31, 2006
    • 9 replies
    • 2.6k views
    • 
    • ak2ary
    • September 20, 2006

17. 415 lump sum limits

    By Gary, August 31, 2006
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • August 31, 2006

18. Beneficiary Designation

    By Guest MC2, August 31, 2006
    • 7 replies
    • 2.4k views
    • 
    • AndyH
    • September 1, 2006

19. 412(b) explanation

    By wsp, August 30, 2006
    • 5 replies
    • 1.9k views
    • 
    • Effen
    • August 31, 2006

20. PPA PBGC full funding exemption

    By dmb, August 30, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 31, 2006

21. Is this protected because of timing?

    By C2C, August 30, 2006
    • 5 replies
    • 1.7k views
    • 
    • C2C
    • August 31, 2006

22. Underfunded DB Plan

    By JAY21, August 29, 2006
    • 6 replies
    • 1.7k views
    • 
    • ak2ary
    • September 1, 2006

23. Asset Valuation - Prior Question Re-Worded

    By Guest mingblue, August 29, 2006
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • August 29, 2006

24. Asset Valuation

    By ubermax, August 29, 2006
    • 0 replies
    • 1.1k views
    • 
    • ubermax
    • August 29, 2006

25. What is the effective date for the DB(k)?

    By SteveH, August 28, 2006
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • August 29, 2006

26. 412i plan exceeding max 415 lump sum

    By Guest sueczer, August 24, 2006
    • 8 replies
    • 2.6k views
    • 
    • AndyH
    • August 31, 2006

27. Automatic Approval for Change in Valuation Date

    By Guest pm01, August 24, 2006
    • 8 replies
    • 2.1k views
    • 
    • AndyH
    • August 30, 2006

28. CBO Estimates

    By SoCalActuary, August 24, 2006
    • 21 replies
    • 3.2k views
    • 
    • SoCalActuary
    • August 28, 2006

29. PPA 06

    By Effen, August 24, 2006
    • 26 replies
    • 6.5k views
    • 
    • AndyH
    • November 1, 2006

30. PBGC variable premium FFL exemption

    By AndyH, August 23, 2006
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • August 23, 2006

31. mass withdrawal liability

    By Guest tcroscut, August 22, 2006
    • 1 reply
    • 1.6k views
    • 
    • Effen
    • August 22, 2006

32. 2 cash balance questions

    By Guest lerieleech, August 21, 2006
    • 12 replies
    • 2.9k views
    • 
    • SteveH
    • September 11, 2006

33. Interest Rates for Lump Sum Distributions

    By 12AX7, August 19, 2006
    • 1 reply
    • 2.9k views
    • 
    • mwyatt
    • August 19, 2006

34. Pension Act

    By Blinky the 3-eyed Fish, August 18, 2006
    • 1 reply
    • 1.3k views
    • 
    • Everett Moreland
    • August 18, 2006

35. PBGC Coverage

    By Dougsbpc, August 18, 2006
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • August 18, 2006

36. Increasing Mandatory Cash-Out Limit and 411(d)(6)

    By Guest Grumpy456, August 17, 2006
    • 2 replies
    • 2.7k views
    • 
    • david rigby
    • August 17, 2006

37. Mortality Table Assumption

    By waid10, August 15, 2006
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 16, 2006

38. Updated mortality tables for current liability

    By FAPInJax, August 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 15, 2006

39. Greater of FAP or CB Plan

    By Guest Astro, August 14, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 14, 2006

40. Rate Grouping

    By Gary, August 11, 2006
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • August 11, 2006

41. I am looking for a copy of an ASPPA Q&A

    By SteveH, August 11, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 15, 2006

42. Short Plan Yr & Ave. Comp.

    By Penman2006, August 11, 2006
    • 8 replies
    • 1.6k views
    • 
    • AndyH
    • August 15, 2006

43. MVAR

    By JAY21, August 11, 2006
    • 30 replies
    • 8.3k views
    • 
    • AndyH
    • August 17, 2007

44. Line 14 on 5300

    By fiona1, August 10, 2006
    • 3 replies
    • 1.2k views
    • 
    • WDIK
    • August 10, 2006

45. Max deduction under unfunded current liability for 2006

    By Guest Rae, August 10, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 11, 2006

46. Interest rates after PPA

    By FAPInJax, August 10, 2006
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • August 16, 2006

47. Pretermination Restrictions

    By nancy, August 9, 2006
    • 15 replies
    • 2.9k views
    • 
    • jpod
    • August 17, 2006

48. Asset reversion #2?

    By Guest babs51, August 9, 2006
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • August 10, 2006

49. Asset reversion?

    By Guest babs51, August 9, 2006
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 9, 2006

50. Nondiscriminatory Classification Test

    By Gary, August 8, 2006
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • August 10, 2006