Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Rollovers from Profit Sharing Plan into DB Plan

   By dmb, October 20, 2003
   • 8 replies
   • 1.5k views
   • 
   • Guest
   • November 6, 2003

2. rollovers into db plan

   By Guest lip, October 23, 2008
   • 10 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • November 12, 2008

3. Rollovers to Cash Balance Plans

   By IRC401, November 26, 1999
   • 5 replies
   • 2.6k views
   • 
   • richard
   • December 5, 1999

4. Rotation of Internal Actuaries- Schedule C termination?

   By AndyH, May 18, 2004
   • 9 replies
   • 2.7k views
   • 
   • AndyH
   • May 19, 2004

5. Roth IRA

   By carrots, January 6, 2010
   • 1 reply
   • 985 views
   • 
   • Guest
   • January 6, 2010

6. Rounding of MAP-21 segment rates

   By dmb, April 11, 2014
   • 2 replies
   • 1.1k views
   • 
   • My 2 cents
   • April 11, 2014

7. Rounding Rules for 401(a)(26)

   By Lori Foresz, November 3, 2004
   • 2 replies
   • 2.2k views
   • 
   • david rigby
   • November 3, 2004

8. RP 2000-40 - VALID OR OBSOLETE

   By AndyH, February 12, 2008
   • 7 replies
   • 2.1k views
   • 
   • AndyH
   • February 14, 2008

9. RP 2017-56 - val date change for terminating DB Plan

   By Jakyasar, April 6, 2022
   • 3 replies
   • 644 views
   • 
   • Jakyasar
   • April 7, 2022

10. RP-2000 Mortality Table

    By Guest sdolce, July 20, 2001
    • 16 replies
    • 9.5k views
    • 
    • david rigby
    • May 15, 2003

11. RP-2000 q's

    By tymesup, June 6, 2009
    • 2 replies
    • 890 views
    • 
    • tymesup
    • June 8, 2009

12. RPA '94 Current Liability

    By Gary, January 2, 2007
    • 1 reply
    • 5.8k views
    • 
    • Penman2006
    • January 2, 2007

13. RPA Amendments - Gaat Legislation 1994

    By Guest jhengle, March 27, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • March 29, 1999

14. RPA assumptions

    By FAPInJax, February 4, 2004
    • 6 replies
    • 1.6k views
    • 
    • FAPInJax
    • February 16, 2004

15. RPA Full funding floor for EOY valuation

    By FAPInJax, July 12, 2005
    • 0 replies
    • 1.2k views
    • 
    • FAPInJax
    • July 12, 2005

16. RPA liability

    By FAPInJax, October 4, 2005
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • October 4, 2005

17. RPA rates

    By Guest saeissler, May 1, 2006
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • May 8, 2006

18. RPA rates for 2006

    By Effen, August 8, 2006
    • 22 replies
    • 3.8k views
    • 
    • SoCalActuary
    • August 28, 2006

19. RPA'94 CL AT B.O.Y. FOR LINE 2B OF SCHEDULE B.

    By himt4, March 28, 2005
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 30, 2005

20. rule of 72t??

    By Guest mam, November 29, 1999
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • November 30, 1999

21. Ruling Request under Revenue Procedure 90-49

    By Guest Edward McElroy, April 21, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 21, 1999

22. S Corp Distributions and earned income

    By Guest flogger, May 17, 2004
    • 9 replies
    • 5.7k views
    • 
    • BeckyMiller
    • May 19, 2004

23. S Corp establishing a DB plan for corporate owners to avoid capital ga

    By KJohnson, May 18, 2000
    • 1 reply
    • 2k views
    • 
    • Lorraine Dorsa
    • May 22, 2000

24. S corp income issues

    By Gary, November 19, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 19, 2002

25. S Corp Saving Plan (Q or NQ)

    By HJ, May 22, 2018
    • 30 replies
    • 3.6k views
    • 
    • jpod
    • June 6, 2018

26. S-5 Table form the Actuary's Pension Handbook

    By TJM, January 29, 2019
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • February 1, 2019

27. S-Corp and timing of deduction

    By John Feldt ERPA CPC QPA, March 22, 2007
    • 4 replies
    • 2.2k views
    • 
    • wsp
    • March 27, 2007

28. S-Corp loss created by DB Contribution

    By Guest elem, August 8, 2005
    • 4 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 9, 2005

29. S-Corp Stock

    By Guest bankergirl, February 14, 2012
    • 2 replies
    • 857 views
    • 
    • ESOP Guy
    • February 14, 2012

30. S. 1783-Pension Bill, House version ?

    By JAY21, October 3, 2005
    • 4 replies
    • 1.7k views
    • 
    • jevd
    • October 5, 2005

31. S404 deduction under PPA for a new Plan

    By flosfur, December 14, 2007
    • 5 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • December 17, 2007

32. S412(i) DB plan going to Traditional DB plan

    By flosfur, April 19, 2004
    • 0 replies
    • 915 views
    • 
    • flosfur
    • April 19, 2004

33. S415 Final Regulations

    By flosfur, July 6, 2007
    • 10 replies
    • 1.9k views
    • 
    • flosfur
    • August 8, 2007

34. S415 Limit and Fractional Accrual Formula

    By flosfur, May 9, 2003
    • 8 replies
    • 1.6k views
    • 
    • mwyatt
    • May 17, 2003

35. S417 Applicable Rates for December 2007

    By flosfur, January 11, 2008
    • 4 replies
    • 1k views
    • 
    • zimbo
    • January 13, 2008

36. Safe Harbor 401(k) - Combined DB/DC

    By retbenser, March 22, 2011
    • 2 replies
    • 1.2k views
    • 
    • retbenser
    • March 22, 2011

37. Safe Harbor 401(k) and DB Plan

    By Dougsbpc, February 22, 2008
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • February 23, 2008

38. Safe harbor benefit formula

    By Guest saeissler, May 24, 2006
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • May 25, 2006

39. Safe Harbor design question- help requested

    By AndyH, January 27, 2004
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • February 4, 2004

40. Safe Harbor Floor Offsets

    By samuel winikor, December 5, 2017
    • 0 replies
    • 489 views
    • 
    • samuel winikor
    • December 5, 2017

41. Safe Harbor Floor/Offset question

    By AndyH, November 30, 2001
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • February 20, 2002

42. Safe Harbor Formula?

    By Cloudy, May 5, 2017
    • 3 replies
    • 894 views
    • 
    • My 2 cents
    • May 5, 2017

43. Safe harbor vs. General Testing Sanity Check

    By AndyH, January 3, 2008
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • January 4, 2008

44. Safe-Harbor QNEC in DB Plan

    By JAY21, September 28, 2005
    • 2 replies
    • 2.1k views
    • 
    • rcline46
    • September 29, 2005

45. Safe-Harbor Rate for Interest Credits

    By Christine Roberts, August 1, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 1, 2007

46. Salary History

    By SSRRS, December 6, 2019
    • 4 replies
    • 751 views
    • 
    • SSRRS
    • December 16, 2019

47. Salary reduction contributions permitted?

    By Kitty, July 2, 2013
    • 2 replies
    • 1k views
    • 
    • Kitty
    • July 5, 2013

48. Sale of Ins. Policy to Participant

    By Randy Watson, June 30, 2009
    • 2 replies
    • 987 views
    • 
    • SoCalActuary
    • June 30, 2009

49. Sale of Life Insurance

    By AndyH, March 20, 2007
    • 7 replies
    • 1.7k views
    • 
    • AndyH
    • March 23, 2007

50. Sale of over funded plan

    By rcline46, September 12, 2012
    • 2 replies
    • 1.5k views
    • 
    • SoCalActuary
    • September 12, 2012