Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Segment Rates for 2022 Cash Balance Contributions

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

2. Segment Rates For EOY Valuations

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

3. Segregated Accounts in DB Plan

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

4. Selecting Worst Interest Scenario

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

5. 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

6. Self-Audit Guidelines

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

7. Self-Directed Cash Balance Plans

   By Guest erichiii, July 14, 2004
   • 8 replies
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • July 15, 2004

8. Self-Employed Defined Benefit Plan

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

9. Self-employed, earned income, pension deductions

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

10. Self-Employment - Earned Income for Pension plan

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

11. Self-Employment Earned Income for Pension Purposes

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

12. selling practice-cash balance plan

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

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

    By MGB, January 28, 2004
    • 16 replies
    • 2.4k views
    • 
    • mwyatt
    • January 31, 2004

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

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

15. senior moment

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

16. senior moment RE DB and SEP

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

17. SEP and DB Plan

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

18. SEP available for comparable benefits ?

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

19. SEP eligibility

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

20. SEP IRA at LLC level

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

21. Separate 415 Limits?

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

22. Separate Ben Structure

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

23. Separate Interest Annuity in Cash Balance Plan

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

24. Separate Plan for Employees

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

25. separation from service

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

26. Separation from service and independent contractors

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

27. sept 17 deposit

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

28. 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

29. Septuagenerian new hire

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

30. SERP Pension--spousal beneficiary requirements

    By Guest Elis, May 22, 2008
    • 3 replies
    • 3.8k views
    • 
    • jpod
    • May 23, 2008

31. Service Crediting Provision as Protected Benefit?

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

32. Service Credits to an employee with no wages

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

33. Service exclusion for Vesting

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

34. Service for Eligibility and Vesting on Foreign National

    By DTH, June 9, 2004
    • 0 replies
    • 1.1k views
    • 
    • DTH
    • June 9, 2004

35. Service Requirement for Accrual

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

36. Service with Unrelated Employer

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

37. setting up DB plan recommendations for S corp

    By VA, September 23, 2020   

    • db plan
    • third party administrator
    • 3 replies
    • 1.1k views
    • 
    • Value Growth
    • December 21, 2020

38. Settle a 1099-R Debate

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

39. Settlement accounting - multiple plans

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

40. Severance Benefit as Part of Early Retirement Window

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

41. Severance benefits paid from Pension Plan

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

42. Severance comp and ASD

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

43. Severance pay

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

44. severance payments on retirement - defined benefit plan?

    By EGB, July 10, 2002
    • 2 replies
    • 1.7k views
    • 
    • Ron Snyder
    • July 12, 2002

45. SFAS

    By §#$%!, June 14, 2012
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • June 14, 2012

46. SFAS 132 Interim Financial Reports

    By Guest BDZ, April 2, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 5, 2004

47. SFAS 158 disclosure?

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

48. SFAS 87 and 132

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

49. SFAS 87/132/158

    By ac, January 3, 2007
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • January 3, 2007

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

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