Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Safe Harbor Floor Offsets

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

2. Safe Harbor Floor/Offset question

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

3. Safe Harbor Formula?

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

4. Safe harbor vs. General Testing Sanity Check

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

5. Safe-Harbor QNEC in DB Plan

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

6. Safe-Harbor Rate for Interest Credits

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

7. Salary History

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

8. Salary reduction contributions permitted?

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

9. Sale of Ins. Policy to Participant

   By Randy Watson, June 30, 2009
   • 2 replies
   • 1k views
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   • SoCalActuary
   • June 30, 2009

10. Sale of Life Insurance

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

11. Sale of over funded plan

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

12. Sample 436 Amendment after already amended

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

13. sample 60 day notice

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

14. Sample Benefits Restriction Notice

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

15. 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

16. Sample Letter to describe defined benefit plans

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

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

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

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

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

19. SAR to Former Participants Recieving Benefits

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

20. SAR/AFN Requirement for Retroactively Adopted Plans

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

21. SAS 73 Report

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

22. SAS70 and SAS73

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

23. SB deadline when under $250,000

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

24. Sch SB - Change in lookback month

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

25. Sch SB PartIV, Line 18 - nondeductible contributions

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

26. Schedule B

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

27. Schedule B

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

28. SCHEDULE B ACCRUED LIABILITY

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

29. Schedule B and SB signature

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

30. Schedule B attachments-labelling

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

31. Schedule B credit balances - are projections typical?

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

32. Schedule B filing

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

33. 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

34. Schedule B or SB filing for Eligible Charity Plans

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

35. Schedule B reporting of pre-funding

    By Guest saeissler, April 6, 2006
    • 12 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 7, 2006

36. Schedule B vs. 5500

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

37. Schedule C & W2 income

    By HKSUN, July 7, 2020
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • July 8, 2020

38. Schedule C earned income

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

39. Schedule C income

    By thepensionmaven, April 29, 2024
    • 4 replies
    • 1.6k views
    • 
    • CuseFan
    • April 30, 2024

40. Schedule C income after val date

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

41. Schedule F filer and DB contribution

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

42. Schedule F Income & a new DBP

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

43. Schedule K-1, Passive Income

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

44. Schedule of Reportable Transactions

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

45. Schedule of Reportable Transactions

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

46. Schedule SB

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

47. Schedule SB

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

48. Schedule SB

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

49. Schedule SB - line 15

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

50. Schedule SB - line 23

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