Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Quarterly contribution with an accumulated funding deficiency

   By Guest cde, August 6, 2004
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • August 6, 2004

2. Quarterly Contributions

   By JBones, February 5, 2010
   • 3 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • February 5, 2010

3. Quarterly contributions

   By FAPInJax, April 25, 2008
   • 1 reply
   • 1.3k views
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   • JAY21
   • April 25, 2008

4. Quarterly Contributions

   By Guest D450, June 27, 2008
   • 2 replies
   • 999 views
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   • Guest
   • June 27, 2008

5. Quarterly contributions

   By FAPInJax, January 29, 2009
   • 3 replies
   • 1.2k views
   • 
   • ScottR
   • February 5, 2009

6. Quarterly Contributions

   By Andy the Actuary, April 7, 2008
   • 1 reply
   • 1k views
   • 
   • mwyatt
   • April 10, 2008

7. Quarterly contributions - Year 2 - ASPA Q/A?

   By Effen, August 1, 2005
   • 4 replies
   • 1.4k views
   • 
   • Effen
   • August 2, 2005

8. Quarterly Contributions After Short Plan Year

   By Andy the Actuary, October 8, 2011
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • October 10, 2011

9. Quarterly contributions and JCWAA

   By david rigby, May 8, 2003
   • 8 replies
   • 1.4k views
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   • Mike Preston
   • May 13, 2003

10. Quarterly contributions for Short plan year

    By Guest shronesz, May 2, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2003

11. Quarterly Contributions in 2008

    By Guest Teddie, May 11, 2007
    • 0 replies
    • 937 views
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    • Guest
    • May 11, 2007

12. Quarterly contributions in year of plan termination

    By AndyH, January 15, 2014
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • January 16, 2014

13. Quarterly Contributions under PPA

    By Dennis Povloski, May 6, 2008
    • 14 replies
    • 4.9k views
    • 
    • Guest
    • December 13, 2010

14. Quarterly Contributions/2008 Schedule SB

    By JAY21, March 12, 2009
    • 20 replies
    • 3.8k views
    • 
    • Guest
    • April 28, 2009

15. Quarterly Interest Charge for EOY Vals under PPA

    By JBones, November 5, 2009
    • 3 replies
    • 2k views
    • 
    • FAPInJax
    • November 6, 2009

16. Quarterly penalties

    By FAPInJax, September 8, 2004
    • 8 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 13, 2004

17. Quarterly penalties (Again#!?#?$?@)

    By FAPInJax, March 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • March 8, 2005

18. Quarterly pension contributions required for small plan?

    By tuni88, March 22, 2010
    • 3 replies
    • 1.5k views
    • 
    • tuni88
    • March 23, 2010

19. Question 11 on 5500-SF

    By Pension RC, May 14, 2015
    • 1 reply
    • 865 views
    • 
    • Lou S.
    • May 14, 2015

20. Question 19b and 19c of Schedule SB

    By Dinosaur, July 18, 2012
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • August 1, 2012

21. Question 8c on Form 5300

    By Guest MKE, January 20, 2011
    • 2 replies
    • 986 views
    • 
    • Guest
    • January 21, 2011

22. Question about QJSA rules and disability pension

    By mal, December 28, 2004
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • December 29, 2004

23. Question about retro payments and rollovers

    By Guest RobBobBobby, November 5, 2012
    • 9 replies
    • 4.1k views
    • 
    • Guest
    • November 5, 2012

24. Question about S-Corp loss and contribution to Defined Benefit plan

    By John Bliss, May 10, 2021
    • 3 replies
    • 2.4k views
    • 
    • CuseFan
    • May 11, 2021

25. question from a business book author

    By Guest finlaysn, April 24, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 24, 1999

26. Question on comp limit

    By AndyH, June 30, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 11, 2000

27. Question on valuation date change

    By Guest Doogie61, November 13, 2009
    • 1 reply
    • 1k views
    • 
    • JAY21
    • November 13, 2009

28. Question re: failed QDRO

    By Guest Wren, December 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • eeyore
    • December 22, 2010

29. Question Regarding Termination of Cash Balance Plan

    By metsfan026, December 2, 2022
    • 5 replies
    • 2.4k views
    • 
    • C. B. Zeller
    • December 6, 2022

30. question retracted

    By AndyH, August 23, 2005
    • 6 replies
    • 1.3k views
    • 
    • could be me maybe not
    • August 23, 2005

31. Questions for 2008 Valuation

    By Guest naveen, April 6, 2009
    • 1 reply
    • 930 views
    • 
    • Guest
    • April 7, 2009

32. Questions regarding DB valuations

    By Guest Doogie61, September 1, 2009
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • September 4, 2009

33. questions regarding defined benefits for a company

    By Guest MaryMary, February 24, 1999
    • 4 replies
    • 2k views
    • 
    • Larry M
    • February 26, 1999

34. Quick 415 Question

    By JBones, August 11, 2011
    • 2 replies
    • 1.1k views
    • 
    • JBones
    • August 11, 2011

35. Quick Gateway Question - DB/DC Combo Plan

    By metsfan026, May 2, 2023
    • 5 replies
    • 1.3k views
    • 
    • DBnme
    • May 17, 2023

36. Quicky est. of the 2009 AFTAP

    By Guest DBPension, April 2, 2009
    • 3 replies
    • 918 views
    • 
    • Andy the Actuary
    • April 2, 2009

37. Range Certification

    By Andy the Actuary, March 11, 2009
    • 4 replies
    • 4.4k views
    • 
    • Andy the Actuary
    • March 12, 2009

38. RASD

    By still learning, November 25, 2020   

    • rasd
    • 415
    • (and 1 more)

      Tagged with:

      • rasd
      • 415
      • lump sum
    • 0 replies
    • 787 views
    • 
    • still learning
    • November 25, 2020

39. RASD Amendments

    By JAY21, February 8, 2006
    • 0 replies
    • 1.4k views
    • 
    • JAY21
    • February 8, 2006

40. RASD vs. ASD questions

    By benefitz, August 15, 2016
    • 4 replies
    • 3.5k views
    • 
    • SoCalActuary
    • August 17, 2016

41. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr, November 11, 2022
    • 7 replies
    • 1.6k views
    • 
    • chc93
    • November 18, 2022

42. Rate Grouping

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

43. Rate of Pay assumptions under PPA?

    By Dennis Povloski, January 6, 2010
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 8, 2010

44. Rate of Return calculation procedure

    By AndyH, May 6, 2010
    • 8 replies
    • 1.6k views
    • 
    • david rigby
    • May 7, 2010

45. Rate of Return for Credit Balances Adjustment

    By Calavera, May 5, 2014
    • 8 replies
    • 1.4k views
    • 
    • Calavera
    • May 6, 2014

46. Rates and Tables

    By Guest Doogie61, December 16, 2009
    • 10 replies
    • 1.3k views
    • 
    • david rigby
    • December 17, 2009

47. Rates for lump sum distributions

    By mming, October 31, 2003
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • October 31, 2003

48. Ratio Percentage Test - Multiemployer Plan

    By luissaha, April 26, 2013
    • 0 replies
    • 1.1k views
    • 
    • luissaha
    • April 26, 2013

49. Re: DB Plan T'ees' authority to fund benefit that only retirees will g

    By Guest songlaw, December 26, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 26, 2002

50. Reading The Tea Leaves

    By JAY21, April 3, 2006
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 3, 2006