Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Schedule SB - wet signature or docusign

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

2. Schedule SB AFTAP (Line 15)

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

3. Schedule SB Average Retirement Age

   By Andy the Actuary, June 2, 2010
   • 2 replies
   • 3.6k views
   • 
   • Mike Preston
   • June 2, 2010

4. Schedule SB Certification/Maximum Deduction

   By Doghouse, September 28, 2012
   • 5 replies
   • 2k views
   • 
   • Guest
   • October 11, 2012

5. Schedule SB for disqualified plan?

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

6. Schedule SB in Year of Plan Termination

   By Pension RC, January 9, 2014
   • 8 replies
   • 4k views
   • 
   • Hojo
   • February 6, 2014

7. schedule sb line 12

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

8. Schedule SB Line 16

   By Pension RC, May 12, 2014
   • 1 reply
   • 1.3k views
   • 
   • My 2 cents
   • May 12, 2014

9. Schedule SB on Relius

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

10. Schedule SB questions

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

11. Schedule SB questions (Part 2)

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

12. Schedule SB with the extended minimum deadline

    By Bri, June 17, 2020
    • 8 replies
    • 1.8k views
    • 
    • Effen
    • July 21, 2020

13. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar, September 27, 2023
    • 2 replies
    • 742 views
    • 
    • truphao
    • September 27, 2023

14. Schedule SB-Line 14 (FTAP)

    By JAY21, April 28, 2009
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • May 20, 2009

15. Schedule SB, line 38

    By Mister Met, September 16, 2009
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • September 16, 2009

16. Schedule SB, Line 38b

    By Mister Met, June 12, 2012
    • 3 replies
    • 2.4k views
    • 
    • ScottR
    • June 13, 2012

17. Schedule SB, line 6 b - plan related expenses

    By Jakyasar, March 27, 2022
    • 5 replies
    • 978 views
    • 
    • jessieba
    • April 21, 2022

18. Schedule SSA - listing of those reported

    By Guest Marino13, March 30, 2005
    • 12 replies
    • 2.3k views
    • 
    • JanetM
    • April 21, 2005

19. Schedule T

    By Guest Alwaysthinking, July 1, 2003
    • 1 reply
    • 941 views
    • 
    • flosfur
    • July 6, 2003

20. Schedule T question...

    By fiona1, June 21, 2005
    • 0 replies
    • 1k views
    • 
    • fiona1
    • June 21, 2005

21. SE Tax on Partner's Partnership DB Contributions?

    By Guest Bawana, April 15, 2009
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 15, 2009

22. Searching for a Revenue Ruling

    By Gary, November 2, 2001
    • 2 replies
    • 2.8k views
    • 
    • Gary
    • November 3, 2001

23. Sec 415 Avg Pay Limit and Delayed Retirement

    By Sellarsian, September 29, 2016   

    • 415; late retirement
    • 8 replies
    • 2.7k views
    • 
    • Mike Preston
    • February 8, 2020

24. SEC challenging long term rate of return assumptions 9% or more

    By Guest Ben Sears, February 19, 2003
    • 10 replies
    • 3k views
    • 
    • AndyH
    • February 20, 2003

25. Second Year Valuation

    By JBones, May 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • JBones
    • May 4, 2010

26. Section 401(h) medical plan

    By flosfur, May 29, 2003
    • 0 replies
    • 2.1k views
    • 
    • flosfur
    • May 29, 2003

27. section 404 assets

    By Draper55, October 21, 2009
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2009

28. Section 404 Cost for DB Plan

    By flosfur, May 28, 2003
    • 2 replies
    • 1k views
    • 
    • flosfur
    • May 29, 2003

29. Section 404 maximum & Short Plan year

    By flosfur, July 30, 2000
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • July 31, 2000

30. Section 415 Lump Sum Limits

    By Guest gam4, January 23, 2007
    • 2 replies
    • 2.1k views
    • 
    • flosfur
    • January 24, 2007

31. Section 415 pet peeve

    By Gary, June 5, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • June 5, 2009

32. Section 415(b)(1)(A) and EGTRRA

    By Guest lisbetf, October 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • October 21, 2002

33. Section 415(b)(2)(C) adjustment for retirement age <62

    By Guest Michael Spaid, April 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 7, 1999

34. Section 420 Transfers--"Key Employees" after EGTRRA

    By Scott, September 26, 2002
    • 0 replies
    • 1.3k views
    • 
    • Scott
    • September 26, 2002

35. Section 430(f)(8) - Adjustment for Investment Experience

    By flosfur, March 12, 2009
    • 7 replies
    • 1.2k views
    • 
    • david rigby
    • March 13, 2009

36. Section 432 notice

    By LIBERTYKID, June 18, 2009
    • 2 replies
    • 894 views
    • 
    • Effen
    • June 19, 2009

37. Section 436 and Social Security Leveling Options

    By AndyH, June 23, 2011
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 11, 2011

38. Section 436 Sample Amendments

    By ERISA-Bubs, October 17, 2010
    • 3 replies
    • 1.7k views
    • 
    • My 2 cents
    • October 19, 2010

39. Section 72(d)

    By abanky, October 26, 2006
    • 0 replies
    • 1k views
    • 
    • abanky
    • October 26, 2006

40. Secure 2.0 Marital - No longer CG rule

    By Lou S., February 22, 2024
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • February 22, 2024

41. Secure 2.0 section 316 and IRC 412(d)

    By Draper55, February 22, 2023
    • 4 replies
    • 1.9k views
    • 
    • truphao
    • December 10, 2024

42. See how IBM Employees are challenging the company's decision to conver

    By Guest dave_lovelace, July 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 1999

43. Seeking actuarial help

    By ScottR, November 7, 2008
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • November 12, 2008

44. Seeking Good Definition of Disability for DB PLan

    By Guest Jim Edens, May 28, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 12, 1999

45. Segment rate calculator

    By SSRRS, May 2, 2025
    • 2 replies
    • 1.6k views
    • 
    • SSRRS
    • May 7, 2025

46. Segment Rate Estimate

    By Effen, May 24, 2007
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • May 26, 2007

47. Segment Rate Mechanics

    By tuni88, March 31, 2008
    • 1 reply
    • 961 views
    • 
    • Mike Preston
    • March 31, 2008

48. Segment Rate Trend

    By Pension RC, March 21, 2014
    • 2 replies
    • 1.1k views
    • 
    • My 2 cents
    • March 21, 2014

49. Segment Rates

    By ConnieStorer, April 8, 2025
    • 5 replies
    • 1.9k views
    • 
    • Lois Baker
    • April 15, 2025

50. Segment Rates for 1/1/2009 small DB valuation

    By carrots, April 24, 2009
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • April 24, 2009