Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Schedule SB with the extended minimum deadline

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

2. Schedule SB- line 19 discounted contribution attachment requirement

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

3. Schedule SB-Line 14 (FTAP)

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

4. Schedule SB, line 38

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

5. Schedule SB, Line 38b

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

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

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

7. Schedule SSA - listing of those reported

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

8. Schedule T

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

9. Schedule T question...

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

10. 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

11. Searching for a Revenue Ruling

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

12. Sec 415 Avg Pay Limit and Delayed Retirement

    By Sellarsian, September 29, 2016   

    • 415; late retirement
    • 8 replies
    • 2.6k views
    • 
    • Mike Preston
    • February 8, 2020

13. 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

14. Second Year Valuation

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

15. Section 401(h) medical plan

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

16. section 404 assets

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

17. Section 404 Cost for DB Plan

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

18. Section 404 maximum & Short Plan year

    By flosfur, July 30, 2000
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • July 31, 2000

19. Section 415 Lump Sum Limits

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

20. Section 415 pet peeve

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

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

    By Guest lisbetf, October 21, 2002
    • 1 reply
    • 1.2k views
    • 
    • MGB
    • October 21, 2002

22. 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

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

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

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

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

25. Section 432 notice

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

26. Section 436 and Social Security Leveling Options

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

27. Section 436 Sample Amendments

    By ERISA-Bubs, October 17, 2010
    • 3 replies
    • 1.6k views
    • 
    • My 2 cents
    • October 19, 2010

28. Section 72(d)

    By abanky, October 26, 2006
    • 0 replies
    • 992 views
    • 
    • abanky
    • October 26, 2006

29. Secure 2.0 Marital - No longer CG rule

    By Lou S., February 22, 2024
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • February 22, 2024

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

    By Draper55, February 22, 2023
    • 4 replies
    • 1.8k views
    • 
    • truphao
    • December 10, 2024

31. 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

32. Seeking actuarial help

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

33. Seeking Good Definition of Disability for DB PLan

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

34. Segment rate calculator

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

35. Segment Rate Estimate

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

36. Segment Rate Mechanics

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

37. Segment Rate Trend

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

38. Segment Rates

    By ConnieStorer, April 8
    • 5 replies
    • 1.7k views
    • 
    • Lois Baker
    • April 15

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

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

40. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026, August 12, 2022
    • 1 reply
    • 595 views
    • 
    • Lou S.
    • August 12, 2022

41. Segment Rates For EOY Valuations

    By Guest merlin, January 9, 2009
    • 0 replies
    • 813 views
    • 
    • Guest
    • January 9, 2009

42. Segregated Accounts in DB Plan

    By Hoard1, September 1, 1999
    • 0 replies
    • 1.7k views
    • 
    • Hoard1
    • September 1, 1999

43. Selecting Worst Interest Scenario

    By Andy the Actuary, April 9, 2009
    • 7 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 14, 2009

44. Self employed defined benefit plan contribution limitations due to losses

    By Guest JimLBSC, July 16, 2014   

    • schedule C
    • NOLs
    • (and 2 more)

      Tagged with:

      • schedule C
      • NOLs
      • defined benefit plan
      • self employed
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 16, 2014

45. Self-Audit Guidelines

    By Guest AEA, February 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • SoCalActuary
    • February 28, 2006

46. Self-Directed Cash Balance Plans

    By Guest erichiii, July 14, 2004
    • 8 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2004

47. Self-Employed Defined Benefit Plan

    By bzorc, April 20, 2018
    • 2 replies
    • 1.3k views
    • 
    • Larry Starr
    • April 23, 2018

48. Self-employed, earned income, pension deductions

    By Gary, July 18, 2005
    • 3 replies
    • 2k views
    • 
    • mbozek
    • July 19, 2005

49. Self-Employment - Earned Income for Pension plan

    By flosfur, March 19, 2008
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • March 20, 2008

50. Self-Employment Earned Income for Pension Purposes

    By YankeeFan, April 2, 2008
    • 2 replies
    • 1.4k views
    • 
    • flosfur
    • April 2, 2008