Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Sample 436 Amendment after already amended

   By 7806akp, December 1, 2011
   • 2 replies
   • 1.3k views
   • 
   • 7806akp
   • December 1, 2011

2. sample 60 day notice

   By thepensionmaven, March 28, 2006
   • 1 reply
   • 1.6k views
   • 
   • AndyH
   • March 28, 2006

3. Sample Benefits Restriction Notice

   By Andy the Actuary, April 12, 2008
   • 3 replies
   • 1.8k views
   • 
   • JanetM
   • April 15, 2008

4. Sample letter - 10 year certain only coming to an end

   By AdKu, September 30, 2016   

   • Sample letter optional FOB
   • 12 replies
   • 1.4k views
   • 
   • AndyH
   • October 6, 2016

5. Sample Letter to describe defined benefit plans

   By KateSmithPA, November 10, 2005
   • 4 replies
   • 2.2k views
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   • AndyH
   • November 14, 2005

6. Sample Normal Accrual Rate and Most Valuable Accrual Rate Calculation

   By AndyH, March 21, 2001
   • 4 replies
   • 4.6k views
   • 
   • AndyH
   • March 23, 2001

7. Sample QPSA/QJSA Explanation to participant for Defined Benefit Plan

   By Lynn Campbell, September 7, 2004
   • 6 replies
   • 3.7k views
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   • Lynn Campbell
   • September 10, 2004

8. SAR to Former Participants Recieving Benefits

   By DTH, September 3, 2004
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • September 3, 2004

9. SAR/AFN Requirement for Retroactively Adopted Plans

   By rbates, March 9, 2022
   • 1 reply
   • 744 views
   • 
   • CuseFan
   • March 10, 2022

10. SAS 73 Report

    By §#$%!, April 23, 2007
    • 2 replies
    • 2.8k views
    • 
    • §#$%!
    • April 23, 2007

11. SAS70 and SAS73

    By david rigby, September 19, 2007
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • September 20, 2007

12. SB deadline when under $250,000

    By Bri, September 29, 2020
    • 2 replies
    • 536 views
    • 
    • david rigby
    • September 30, 2020

13. Sch SB - Change in lookback month

    By retbenser, June 30, 2011
    • 3 replies
    • 984 views
    • 
    • Dinosaur
    • July 1, 2011

14. Sch SB PartIV, Line 18 - nondeductible contributions

    By justanotheradmin, February 29, 2024
    • 4 replies
    • 986 views
    • 
    • C. B. Zeller
    • March 1, 2024

15. Schedule B

    By Guest Jaynie, August 15, 2007
    • 4 replies
    • 1.3k views
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    • david rigby
    • August 16, 2007

16. Schedule B

    By nancy, October 27, 2008
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • October 28, 2008

17. SCHEDULE B ACCRUED LIABILITY

    By Guest draper, July 7, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 8, 2003

18. Schedule B and SB signature

    By mphs77, August 23, 2013
    • 2 replies
    • 1.1k views
    • 
    • mphs77
    • August 23, 2013

19. Schedule B attachments-labelling

    By AndyH, May 15, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 1, 2002

20. Schedule B credit balances - are projections typical?

    By Guest Happy Actuary, February 21, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 21, 2008

21. Schedule B filing

    By Gary, March 17, 2009
    • 7 replies
    • 1.8k views
    • 
    • Gary
    • March 18, 2009

22. Schedule B issues with funding deficiency. method change, and FFL

    By AndyH, November 18, 2004
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • December 1, 2004

23. Schedule B or SB filing for Eligible Charity Plans

    By dmb, September 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • September 8, 2010

24. Schedule B reporting of pre-funding

    By Guest saeissler, April 6, 2006
    • 12 replies
    • 2.4k views
    • 
    • Mike Preston
    • April 7, 2006

25. Schedule B vs. 5500

    By JAY21, October 11, 2007
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • October 12, 2007

26. Schedule C & W2 income

    By HKSUN, July 7, 2020
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • July 8, 2020

27. Schedule C earned income

    By Gary, December 10, 2009
    • 8 replies
    • 2.9k views
    • 
    • SoCalActuary
    • December 14, 2009

28. Schedule C income

    By thepensionmaven, April 29, 2024
    • 4 replies
    • 1.5k views
    • 
    • CuseFan
    • April 30, 2024

29. Schedule C income after val date

    By Dinosaur, April 17, 2012
    • 3 replies
    • 898 views
    • 
    • SoCalActuary
    • April 17, 2012

30. Schedule F filer and DB contribution

    By Guest Rae, February 23, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 27, 2006

31. Schedule F Income & a new DBP

    By Guest Max Power, October 8, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • October 12, 2004

32. Schedule K-1, Passive Income

    By emmetttrudy, December 18, 2009
    • 0 replies
    • 1.4k views
    • 
    • emmetttrudy
    • December 18, 2009

33. Schedule of Reportable Transactions

    By Fred, September 13, 2018
    • 1 reply
    • 417 views
    • 
    • ERISAAPPLE
    • September 13, 2018

34. Schedule of Reportable Transactions

    By guest_with_question, March 13, 2018
    • 0 replies
    • 709 views
    • 
    • guest_with_question
    • March 13, 2018

35. Schedule SB

    By nancy, September 1, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 8, 2009

36. Schedule SB

    By Dinosaur, June 15, 2010
    • 1 reply
    • 1.4k views
    • 
    • FAPInJax
    • June 15, 2010

37. Schedule SB

    By MoShawn, May 17, 2011
    • 6 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • May 24, 2011

38. Schedule SB - line 15

    By Dinosaur, July 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • ScottR
    • July 31, 2010

39. Schedule SB - line 23

    By Effen, May 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • May 8, 2009

40. Schedule SB - wet signature or docusign

    By Jakyasar, June 29, 2022
    • 2 replies
    • 791 views
    • 
    • truphao
    • June 30, 2022

41. Schedule SB AFTAP (Line 15)

    By Andy the Actuary, June 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 15, 2009

42. Schedule SB Average Retirement Age

    By Andy the Actuary, June 2, 2010
    • 2 replies
    • 3.5k views
    • 
    • Mike Preston
    • June 2, 2010

43. Schedule SB Certification/Maximum Deduction

    By Doghouse, September 28, 2012
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • October 11, 2012

44. Schedule SB for disqualified plan?

    By PensionPro, August 21, 2023
    • 5 replies
    • 904 views
    • 
    • PensionPro
    • September 20, 2023

45. Schedule SB in Year of Plan Termination

    By Pension RC, January 9, 2014
    • 8 replies
    • 3.9k views
    • 
    • Hojo
    • February 6, 2014

46. schedule sb line 12

    By Draper55, April 13, 2011
    • 0 replies
    • 932 views
    • 
    • Draper55
    • April 13, 2011

47. Schedule SB Line 16

    By Pension RC, May 12, 2014
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • May 12, 2014

48. Schedule SB on Relius

    By ScottR, February 5, 2009
    • 6 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • May 14, 2009

49. Schedule SB questions

    By dmb, October 5, 2010
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • October 5, 2010

50. Schedule SB questions (Part 2)

    By dmb, October 7, 2010
    • 0 replies
    • 980 views
    • 
    • dmb
    • October 7, 2010