Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. selling practice-cash balance plan

   By Dinosaur, August 22, 2017
   • 1 reply
   • 570 views
   • 
   • CuseFan
   • August 22, 2017

2. Senate working on the interest rate change (and other relief)

   By MGB, January 28, 2004
   • 16 replies
   • 2.3k views
   • 
   • mwyatt
   • January 31, 2004

3. Senator Daniel Patrick Moynihan's op ed article in NY Times of May 30,

   By jlf, June 7, 2000
   • 0 replies
   • 1.3k views
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   • jlf
   • June 7, 2000

4. senior moment

   By thepensionmaven, January 28, 2020
   • 3 replies
   • 475 views
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   • thepensionmaven
   • January 29, 2020

5. senior moment RE DB and SEP

   By thepensionmaven, September 10, 2024
   • 7 replies
   • 894 views
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   • Gina Alsdorf
   • September 13, 2024

6. SEP and DB Plan

   By truphao, March 18, 2024
   • 1 reply
   • 669 views
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   • Lou S.
   • March 18, 2024

7. SEP available for comparable benefits ?

   By JAY21, June 4, 2008
   • 4 replies
   • 1.2k views
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   • AndyH
   • June 25, 2008

8. SEP eligibility

   By ScottR, November 7, 2009
   • 0 replies
   • 823 views
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   • ScottR
   • November 7, 2009

9. SEP IRA at LLC level

   By Guest aincog, December 13, 2006
   • 1 reply
   • 1k views
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   • SoCalActuary
   • December 13, 2006

10. Separate 415 Limits?

    By Cloudy, December 19, 2013
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 19, 2013

11. Separate Ben Structure

    By David, December 6, 2001
    • 11 replies
    • 2k views
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    • Mike Preston
    • December 12, 2001

12. Separate Interest Annuity in Cash Balance Plan

    By fmsinc, July 11, 2019
    • 2 replies
    • 945 views
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    • fmsinc
    • July 11, 2019

13. Separate Plan for Employees

    By Dougsbpc, November 4, 2005
    • 3 replies
    • 1.4k views
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    • Guest
    • November 4, 2005

14. separation from service

    By lexi, August 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • J Simmons
    • September 6, 2007

15. Separation from service and independent contractors

    By Guest TroyRiley, May 24, 2004
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • May 25, 2004

16. sept 17 deposit

    By Gary, September 28, 2012
    • 2 replies
    • 963 views
    • 
    • Gary
    • September 28, 2012

17. September 2013 30-year TSR rate and September 2013 Minimum Present Value Segment Rates under IRC 417(e)(3)(D)

    By gle318612, October 15, 2013   

    • Interest rates
    • 2 replies
    • 2.3k views
    • 
    • quinnfield
    • October 17, 2013

18. Septuagenerian new hire

    By Guest Etseq, October 5, 2006
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • October 5, 2006

19. SERP Pension--spousal beneficiary requirements

    By Guest Elis, May 22, 2008
    • 3 replies
    • 3.7k views
    • 
    • jpod
    • May 23, 2008

20. Service Crediting Provision as Protected Benefit?

    By BTG, July 31, 2007
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • August 1, 2007

21. Service Credits to an employee with no wages

    By flosfur, February 1, 2005
    • 8 replies
    • 1.7k views
    • 
    • WDIK
    • February 7, 2005

22. Service exclusion for Vesting

    By flosfur, December 2, 2005
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • December 2, 2005

23. Service for Eligibility and Vesting on Foreign National

    By DTH, June 9, 2004
    • 0 replies
    • 1k views
    • 
    • DTH
    • June 9, 2004

24. Service Requirement for Accrual

    By ERISAAPPLE, May 30, 2018
    • 5 replies
    • 801 views
    • 
    • figure 8
    • May 30, 2018

25. Service with Unrelated Employer

    By Just Me, October 18, 2007
    • 4 replies
    • 2.1k views
    • 
    • Belgarath
    • October 22, 2007

26. setting up DB plan recommendations for S corp

    By VA, September 23, 2020   

    • db plan
    • third party administrator
    • 3 replies
    • 990 views
    • 
    • Value Growth
    • December 21, 2020

27. Settle a 1099-R Debate

    By Guest PMPN, February 6, 2012
    • 1 reply
    • 920 views
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    • Lou S.
    • February 6, 2012

28. Settlement accounting - multiple plans

    By david rigby, October 24, 2016
    • 2 replies
    • 927 views
    • 
    • david rigby
    • October 26, 2016

29. Severance Benefit as Part of Early Retirement Window

    By Scott, August 22, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 23, 2000

30. Severance benefits paid from Pension Plan

    By Guest jfsinger, May 29, 2009
    • 4 replies
    • 2.2k views
    • 
    • masteff
    • June 1, 2009

31. Severance comp and ASD

    By Draper55, July 11, 2024
    • 2 replies
    • 656 views
    • 
    • david rigby
    • July 12, 2024

32. Severance pay

    By Guest tonjer, June 11, 2002
    • 2 replies
    • 2.3k views
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    • 401 Chaos
    • January 16, 2008

33. severance payments on retirement - defined benefit plan?

    By EGB, July 10, 2002
    • 2 replies
    • 1.6k views
    • 
    • Ron Snyder
    • July 12, 2002

34. SFAS

    By §#$%!, June 14, 2012
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • June 14, 2012

35. SFAS 132 Interim Financial Reports

    By Guest BDZ, April 2, 2004
    • 2 replies
    • 994 views
    • 
    • Guest
    • April 5, 2004

36. SFAS 158 disclosure?

    By Lori H, August 11, 2008
    • 11 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2008

37. SFAS 87 and 132

    By david rigby, August 21, 2003
    • 6 replies
    • 1.6k views
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    • LIBOR
    • September 17, 2003

38. SFAS 87/132/158

    By ac, January 3, 2007
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • January 3, 2007

39. SFAS Interest Rates as of 6/30/2005

    By Guest BDZ, August 30, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 30, 2005

40. SFAS interest rates as of 6/30/2005

    By Guest BDZ, August 30, 2005
    • 8 replies
    • 1.7k views
    • 
    • Effen
    • September 3, 2005

41. SH and TH minimum

    By retbenser, February 11, 2011
    • 1 reply
    • 1.1k views
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    • AndyH
    • February 11, 2011

42. Shared 401(a) Trust

    By Guest Navigator, January 28, 2008
    • 16 replies
    • 2.1k views
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    • Mike Preston
    • January 29, 2008

43. Shared Employee

    By Guest Orlando4k, November 2, 2011
    • 0 replies
    • 798 views
    • 
    • Guest
    • November 2, 2011

44. Shared Employees - Where are we these days on this ?

    By JAY21, June 12, 2013
    • 0 replies
    • 1k views
    • 
    • JAY21
    • June 12, 2013

45. Shared Interest or Separate Interest?

    By Scott, July 21, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • July 22, 2009

46. Shorfall Exemption vs. Negative Amortization

    By dmb, April 19, 2010
    • 8 replies
    • 2.7k views
    • 
    • AndyH
    • April 20, 2010

47. Short Initial Plan Year Cash Balance/401(k) Combo

    By Catch22PGM, December 11, 2020
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • December 13, 2020

48. short plan year

    By Gary, January 13, 2011
    • 4 replies
    • 2k views
    • 
    • Effen
    • January 14, 2011

49. Short Plan Year

    By flosfur, June 5, 2003
    • 5 replies
    • 2.2k views
    • 
    • Mike Preston
    • October 3, 2003

50. Short plan year

    By SSRRS, August 19, 2019
    • 5 replies
    • 924 views
    • 
    • Mike Preston
    • August 20, 2019