Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Short Plan Year

   By luissaha, February 24, 2009
   • 10 replies
   • 2.4k views
   • 
   • flosfur
   • February 26, 2009

2. Short Plan Year

   By Gary, February 28, 2009
   • 2 replies
   • 1k views
   • 
   • Gary
   • March 2, 2009

3. Short Plan Year - Prorating NC

   By Guest guppy, April 7, 2004
   • 5 replies
   • 1.5k views
   • 
   • Mike Preston
   • April 7, 2004

4. Short plan year - Target Normal Cost

   By Dinosaur, March 1, 2010
   • 1 reply
   • 2k views
   • 
   • SoCalActuary
   • March 1, 2010

5. Short Plan Year (Wear-Away Option)

   By Andy the Actuary, October 12, 2011
   • 2 replies
   • 1.6k views
   • 
   • Andy the Actuary
   • October 13, 2011

6. Short plan year accrual

   By SSRRS, July 17
   • 1 reply
   • 888 views
   • 
   • Lou S.
   • July 18

7. Short Plan Year Charges

   By Andy the Actuary, February 14, 2011
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • September 27, 2012

8. short plan year quarterly required contribution dates

   By Tom Poje, August 21, 2002
   • 12 replies
   • 3.3k views
   • 
   • SoCalActuary
   • December 20, 2004

9. short plan year to accelerate 415(e) repeal date?

   By Lorraine Dorsa, November 16, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • November 22, 1999

10. Short plan year unit credit

    By FAPInJax, November 21, 2007
    • 3 replies
    • 979 views
    • 
    • JAY21
    • November 21, 2007

11. Short Plan year- full accrual/average comp.

    By Guest sueczer, February 17, 2011
    • 2 replies
    • 1.5k views
    • 
    • ScottR
    • April 16, 2011

12. Short Plan Yr & Ave. Comp.

    By Penman2006, August 11, 2006
    • 8 replies
    • 1.6k views
    • 
    • AndyH
    • August 15, 2006

13. Short PY - Service Credits and S415 $Max

    By flosfur, February 26, 2009
    • 3 replies
    • 917 views
    • 
    • Mike Preston
    • February 26, 2009

14. Short PY & Min/Max contribution under PPA?

    By flosfur, February 26, 2009
    • 1 reply
    • 970 views
    • 
    • FAPInJax
    • February 26, 2009

15. Short PY & Min/Max contributions?

    By flosfur, August 21, 2008
    • 2 replies
    • 1.2k views
    • 
    • flosfur
    • September 3, 2008

16. Short term military leave and USERRA

    By Guest forum4, April 14, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 14, 2005

17. shortfall amort base

    By Gary, April 14, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 14, 2011

18. Shortfall Amortization Base or Charge

    By Guest mingblue, October 27, 2008
    • 7 replies
    • 2.8k views
    • 
    • zimbo
    • October 29, 2008

19. Shortfall amortization election

    By Guest kmvr, January 23, 2012
    • 1 reply
    • 973 views
    • 
    • Effen
    • January 23, 2012

20. Shortfall Base Q

    By VeryOldMan, December 13, 2019
    • 4 replies
    • 712 views
    • 
    • VeryOldMan
    • December 13, 2019

21. Should Accrued Interest be included in actuarial asset?

    By Audrey, February 18
    • 4 replies
    • 928 views
    • 
    • Audrey
    • February 18

22. Should every 69.5 year old 5% owner take an in-service distribution???

    By dan.jock, June 20, 2017
    • 8 replies
    • 835 views
    • 
    • Calavera
    • June 21, 2017

23. Should GUST Amendment be made now?

    By Guest Cal, November 21, 1999
    • 4 replies
    • 1.4k views
    • 
    • mwyatt
    • November 23, 1999

24. Should I defer at age 65? Deadline coming fast...

    By Guest RobertKnox, April 16, 2014
    • 6 replies
    • 2k views
    • 
    • Guest
    • April 17, 2014

25. Should I get DB plan?

    By LZ, October 9, 2019
    • 11 replies
    • 1.1k views
    • 
    • LZ
    • October 12, 2019

26. Should ignore actuaries comments and still make a 2012 contribution?

    By Guest gshane, January 13, 2013   

    • dbf
    • overfunded
    • (and 2 more)

      Tagged with:

      • dbf
      • overfunded
      • qualified plan
      • tax penalties
    • 7 replies
    • 3.4k views
    • 
    • frizzyguy
    • January 17, 2013

27. Should this DB plan apply for a determination letter?

    By fiona1, October 17, 2011
    • 1 reply
    • 931 views
    • 
    • Peanut Butter Man
    • October 18, 2011

28. Shultz memo minimum in the year of termination

    By Bri, July 24, 2023
    • 1 reply
    • 442 views
    • 
    • Nate S
    • August 7, 2023

29. Signature Block is misleading

    By Minutiae or not?, April 20, 2020
    • 6 replies
    • 946 views
    • 
    • AndyH
    • April 23, 2020

30. Significant Detriment

    By jpod, May 20, 2016
    • 6 replies
    • 1.5k views
    • 
    • Kevin C
    • May 27, 2016

31. Significant Increase in Plan Assets

    By Guest lifeweb, March 1, 2000
    • 4 replies
    • 1.4k views
    • 
    • richard
    • March 1, 2000

32. Signing PBGC Form 500 filing

    By AdKu, March 19, 2019
    • 2 replies
    • 694 views
    • 
    • AdKu
    • March 21, 2019

33. silly question about pbgc

    By abanky, September 14, 2007
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2007

34. Simple 417e Question

    By ac, July 20, 2011
    • 2 replies
    • 1.1k views
    • 
    • ac
    • July 20, 2011

35. simple 5330 question

    By Draper55, June 26, 2013   

    • applicable year
    • 0 replies
    • 911 views
    • 
    • Draper55
    • June 26, 2013

36. Simple General Testing Question

    By AndyH, June 4, 2010
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • June 9, 2010

37. SIMPLE IRA and Cash Balance

    By Sym401k, September 5, 2018
    • 4 replies
    • 2.2k views
    • 
    • Mike Preston
    • September 6, 2018

38. simple ira plan and qual plan

    By Gary, July 31, 2012
    • 1 reply
    • 958 views
    • 
    • SoCalActuary
    • July 31, 2012

39. SIMPLE plan to qualified plan

    By Gary, December 9, 2009
    • 2 replies
    • 1k views
    • 
    • Bird
    • December 10, 2009

40. Single employer plan to multiemployer plan transfer

    By Guest pension222, May 21, 2001
    • 9 replies
    • 4.7k views
    • 
    • KJohnson
    • May 25, 2001

41. Single Employer Union DB with scheduled benefit increases under PPA

    By mwyatt, July 24, 2013
    • 1 reply
    • 1k views
    • 
    • david rigby
    • July 24, 2013

42. Single Life DB Plan and Estate Planning

    By DanyelN, May 15, 2024
    • 4 replies
    • 795 views
    • 
    • DanyelN
    • May 20, 2024

43. Single member LLC- taxed as sole prop- W2 or Schedule C?

    By mefrancis1729, August 18, 2016   

    • sole proprietorship
    • compensation
    • (and 2 more)

      Tagged with:

      • sole proprietorship
      • compensation
      • W2
      • Schedule C
    • 9 replies
    • 2.8k views
    • 
    • SoCalActuary
    • September 19, 2016

44. Single member plan excludes employees in the controlled group

    By katieinny, September 19, 2011
    • 10 replies
    • 2k views
    • 
    • kerry
    • December 19, 2017

45. Slushy. Accruals continue, but no new entrants after [date]

    By John Feldt ERPA CPC QPA, February 27, 2007
    • 8 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 28, 2007

46. small Cash Balance Plan - just wasn't right

    By TPApril, November 30, 2023
    • 8 replies
    • 1.4k views
    • 
    • CuseFan
    • December 6, 2023

47. Small Cashouts - Proof of Age?

    By Guest LazLama, June 7, 2012
    • 4 replies
    • 1.1k views
    • 
    • SoCalActuary
    • June 8, 2012

48. Small DB Plan Valuation Software

    By Guest pension222, March 2, 2001
    • 3 replies
    • 1.8k views
    • 
    • David MacLennan
    • March 13, 2001

49. Small Employer Plan Design Proposal

    By Gary, May 19, 2006
    • 4 replies
    • 1.3k views
    • 
    • Jim Norman
    • May 24, 2006

50. Small payment force out

    By fiona1, August 9, 2017
    • 8 replies
    • 4k views
    • 
    • CuseFan
    • August 9, 2017