Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Quarterly Contributions in 2008

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

2. Quarterly contributions in year of plan termination

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

3. Quarterly Contributions under PPA

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

4. Quarterly Contributions/2008 Schedule SB

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

5. Quarterly Interest Charge for EOY Vals under PPA

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

6. Quarterly penalties

   By FAPInJax, September 8, 2004
   • 8 replies
   • 1.6k views
   • 
   • SoCalActuary
   • September 13, 2004

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

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

8. Quarterly pension contributions required for small plan?

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

9. Question 11 on 5500-SF

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

10. Question 19b and 19c of Schedule SB

    By Dinosaur, July 18, 2012
    • 5 replies
    • 1.3k views
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    • SoCalActuary
    • August 1, 2012

11. Question 8c on Form 5300

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

12. Question about QJSA rules and disability pension

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

13. Question about retro payments and rollovers

    By Guest RobBobBobby, November 5, 2012
    • 9 replies
    • 4k views
    • 
    • Guest
    • November 5, 2012

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

    By John Bliss, May 10, 2021
    • 3 replies
    • 2.2k views
    • 
    • CuseFan
    • May 11, 2021

15. question from a business book author

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

16. Question on comp limit

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

17. Question on valuation date change

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

18. Question re: failed QDRO

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

19. Question Regarding Termination of Cash Balance Plan

    By metsfan026, December 2, 2022
    • 5 replies
    • 2.2k views
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    • C. B. Zeller
    • December 6, 2022

20. question retracted

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

21. Questions for 2008 Valuation

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

22. Questions regarding DB valuations

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

23. questions regarding defined benefits for a company

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

24. Quick 415 Question

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

25. Quick Gateway Question - DB/DC Combo Plan

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

26. Quicky est. of the 2009 AFTAP

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

27. Range Certification

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

28. RASD

    By still learning, November 25, 2020   

    • rasd
    • 415
    • (and 1 more)

      Tagged with:

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

29. RASD Amendments

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

30. RASD vs. ASD questions

    By benefitz, August 15, 2016
    • 4 replies
    • 3.4k views
    • 
    • SoCalActuary
    • August 17, 2016

31. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr, November 11, 2022
    • 7 replies
    • 1.5k views
    • 
    • chc93
    • November 18, 2022

32. Rate Grouping

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

33. Rate of Pay assumptions under PPA?

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

34. Rate of Return calculation procedure

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

35. Rate of Return for Credit Balances Adjustment

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

36. Rates and Tables

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

37. Rates for lump sum distributions

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

38. Ratio Percentage Test - Multiemployer Plan

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

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

    By Guest songlaw, December 26, 2002
    • 0 replies
    • 999 views
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    • Guest
    • December 26, 2002

40. Reading The Tea Leaves

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

41. Real Estate as plan asset

    By Gary, November 11, 2009
    • 7 replies
    • 1.6k views
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    • Guest
    • November 13, 2009

42. Real Estate assets in DB: Prohibited Transaction

    By Guest RW, March 23, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 23, 2000

43. Real estate in owner only plan

    By SSRRS, November 5, 2024
    • 10 replies
    • 1.2k views
    • 
    • Bill Presson
    • November 6, 2024

44. Real Estate investment

    By flosfur, December 22, 2005
    • 8 replies
    • 2.9k views
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    • SoCalActuary
    • December 27, 2005

45. Real Estate investment

    By Gary, October 15, 2010
    • 3 replies
    • 1.6k views
    • 
    • David MacLennan
    • November 1, 2010

46. Reallocating Excess Assets upon plan term

    By Guest DCquestioner, October 8, 2008
    • 2 replies
    • 962 views
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    • D Syrett
    • October 8, 2008

47. Reallocation of Forfeitures after merging of DC plan into DB plan

    By YankeeFan, January 20, 2006
    • 2 replies
    • 1.9k views
    • 
    • rcline46
    • January 20, 2006

48. Reasonable Actuarial Assumptions

    By Guest Edward McElroy, December 9, 1998
    • 2 replies
    • 2.4k views
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    • Lorraine Dorsa
    • December 10, 1998

49. Reasonable classification test

    By Draper55, February 9, 2023
    • 3 replies
    • 661 views
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    • Draper55
    • February 14, 2023

50. Reasonable Funding Method

    By flosfur, June 8, 2005
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • June 9, 2005