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Full Version: Defined Benefit Plans, Including Cash Balance
BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
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  1. Filing for a 2007 & 2008 DB plan funding waiver (0 replies)
  2. Help for a newbie (8 replies)
  3. FAS 87 as modified by FAS 158 worksheets (4 replies)
  4. 404 Limit under PPA (11 replies)
  5. Methods of Avoiding 436 Restrictions (0 replies)
  6. Timing of Participant Notice (0 replies)
  7. Participant Notice When Benefits Restricted (0 replies)
  8. Hybrid Plan Floor-Offset & Vesting under PPA2006 (1 reply)
  9. cross tested cash balance assumptions (4 replies)
  10. Pension Plan for Self-Employed (5 replies)
  11. Is it possible to fund maximum benefit in db/dc combo? (3 replies)
  12. FAS 158 second year reconciliation (9 replies)
  13. Impact of 436 restrictions on BERF testing (4 replies)
  14. Part-time work reducing Accrued Benefit (4 replies)
  15. cash balance vesting (1 reply)
  16. PBGC Waiver of Underpayment Penalty (1 reply)
  17. PBGC Schedule MP (2 replies)
  18. New 412(i) class action (0 replies)
  19. AFTAP EOY Val Relief (17 replies)
  20. Preparation of Form 5500 (4 replies)
  21. Safe Harbor 401(k) and DB Plan (4 replies)
  22. Enhanced benefits at termination (2 replies)
  23. Schedule B credit balances - are projections typical? (3 replies)
  24. Excess Assets upon Termination (6 replies)
  25. Normal Retirement Age (1 reply)
  26. Cash Balance Conversion Correction (0 replies)
  27. More AFTAP (6 replies)
  28. Interest on credit balance for quarterly contribution requirement (4 replies)
  29. cash balance plan retirement age (2 replies)
  30. CB Conversion Transition Benefit (4 replies)
  31. New Plan 2007 AFTAP (21 replies)
  32. insurance in a defined benefit plan (1 reply)
  33. Assignement of Benefit in a DBP (8 replies)
  34. General Tested DB/DC (6 replies)
  35. AFTAP and Plan Amendments Effective 1/1/07 (1 reply)
  36. Plan Termination in 2008 (8 replies)
  37. RP 2000-40 - VALID OR OBSOLETE (7 replies)
  38. 412i "converted" to traditional DB (1 reply)
  39. AFTAP (9 replies)
  40. AFTAP and EOY val (9 replies)
  41. Pro-forma Notices (1 reply)
  42. Is there an Option to use pre-PPA 06 417(e) rates (1 reply)
  43. AFTAP and new plan (3 replies)
  44. Unit Credit Funding For a Frozen Plan (4 replies)
  45. When is “sufficiency” contribution deductible for terminating DB plan? (12 replies)
  46. Participant Notices if Benefit Restrictions apply (4 replies)
  47. Projection of RP2000 Mortality (3 replies)
  48. 415 Dollar Limit under new regs (1 reply)
  49. 204(h) Notice (2 replies)
  50. Unit Credit (Past Service) (9 replies)
  51. AFTAP for 2007 (3 replies)
  52. 401(a)(26) (0 replies)
  53. PPA Lump Sum and 415 Limitations (9 replies)
  54. Corbel Cash Balance Document (9 replies)
  55. Delayed effective date of regs. (4 replies)
  56. RMDs, additional accruals and a term certain (2 replies)
  57. Unit Credit & EOY Val (2 replies)
  58. AFTAP, Restrictions, EOY Vals, Plans < 5 Yrs. Old (20 replies)
  59. "Loss of Use" Interest rate (5 replies)
  60. Lump Sum Methodology (13 replies)
  61. Failure to suspend benefit payments (4 replies)
  62. 2008 Minimum Funding (1 reply)
  63. Shared 401(a) Trust (16 replies)
  64. Avg. Comp. Definition (2 replies)
  65. Present Value of AB using Segment Rates (12 replies)
  66. Renewal of Enrollment (1 reply)
  67. Lump sum methodology (8 replies)
  68. PBGC & Old Retirees (1 reply)
  69. Disqualified Plan (1 reply)
  70. Compensation Improvement Assumtpion (0 replies)
  71. 1099-R required? (1 reply)
  72. Plan Terminations for small Defined Benefit plans (9 replies)
  73. Cash Balance Plan Admininstration software (7 replies)
  74. Hypothetical 1/1/08 Valuation and AFTAP (6 replies)
  75. Form 1099R (3 replies)
  76. Are actuarial increases beyone NRA required under a frozen DB plan (10 replies)
  77. 1099-R needed for death of participant? (2 replies)
  78. 2008 lump sum (9 replies)
  79. Applying for an EIN for a DB Plan Trust (6 replies)
  80. Severance pay (2 replies)
  81. S417 Applicable Rates for December 2007 (4 replies)
  82. PPA and Lump sums (36 replies)
  83. Combined plan deductible limit - floor/offset (1 reply)
  84. FAS87 discount rate at 12/31/07 - MODE (1 reply)
  85. Unfunded Current Liability Limit Under 404 (14 replies)
  86. Technical Corrections Bill Passed (2 replies)
  87. Cash Balance Market Rate of Return (5 replies)
  88. IRS Late 5500 Notices (2 replies)
  89. Safe harbor vs. General Testing Sanity Check (2 replies)
  90. Unit Credit/PPA funding (4 replies)
  91. "Active participation" in DB plan (6 replies)
  92. DB and PSP (5 replies)
  93. 417(e) alternate interpretation? (6 replies)
  94. 2008 Reenrollment Fee (7 replies)
  95. plan termination (16 replies)
  96. Double pro-ration (1 reply)
  97. 415 Mortality (2 replies)
  98. Pre-participation Compensation (2 replies)
  99. Neglected 412(i) plan (3 replies)
  100. Retirees Benefiting Under a COLA (5 replies)
  101. Cash Balance Plan - Cutback Issue (1 reply)
  102. more on new lump sum rates (1 reply)
  103. Handy Reference (0 replies)
  104. AFTAP Fun (7 replies)
  105. Life Expectancy (2 replies)
  106. 415 Brain Cramp (5 replies)
  107. Unrounded 415 limits (2 replies)
  108. Avg Comp from previous years (2 replies)
  109. Restricted HCE payment (4 replies)
  110. S404 deduction under PPA for a new Plan (5 replies)
  111. 401(a)(4) testing of DB/DC (1 reply)
  112. Cash Balance Valuation Dates (18 replies)
  113. (100%/150% CL minus assets) Deduction Limit (10 replies)
  114. Good Sources for old Revenue Rulings & GCM ? (9 replies)
  115. Value of Life Ins. for S412/404 assets (8 replies)
  116. Deduction of 150% UCL, amendment in effect 2 yrs (4 replies)
  117. Split-Funded Plans post PPA 06 (6 replies)
  118. Pension Thaw? (7 replies)
  119. Over Contribution (4 replies)
  120. JB Reenrollment (6 replies)
  121. Killing 412i plan (1 reply)
  122. Grandfathering Pre-Final Reg 415 Benefit (12 replies)
  123. PBGC Technical Advice on Plan Terminations (0 replies)
  124. Former HCE Def'n (20 replies)
  125. Final 415 Regulations - Amendment Deadline (1 reply)
  126. Lump Sum Calculation Sanity Check (32 replies)
  127. Funding Standards (1 reply)
  128. I need help sounding like an actuary (12 replies)
  129. 401(a)(17) Limit for Year of Benefit Accrual Freeze (1 reply)
  130. ERISA 101(j) Notice (2 replies)
  131. AFTAP Certification (2 replies)
  132. Permissive Aggregation for Coverage Test (3 replies)
  133. NRA & Notice 2007-69 (4 replies)
  134. PPA - 75% QJSA Effective Date (14 replies)
  135. Short plan year unit credit (3 replies)
  136. When is it deductible - plan year vs fiscal year (8 replies)
  137. Funding under PPA 06 (2 replies)
  138. Unreported contribution (5 replies)
  139. Plan Disqualification for violating 410b (0 replies)
  140. CUSIP # (2 replies)
  141. valuation deadline (5 replies)
  142. FAS 158 - What to do with Prepaid (7 replies)
  143. Vested lump sum calculations (2 replies)
  144. 417(e) Mortality Table (10 replies)
  145. Attribution of ASG status to another member of a controlled Group (0 replies)
  146. 412i plan compliance (2 replies)
  147. 412(i) with 401k s.harbor (14 replies)
  148. Partnership DB Plan (16 replies)
  149. PPA Lump Sum Restrictions (3 replies)
  150. New DB - Already funded SEP for 07 (4 replies)
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