Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

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

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

2. SH and TH minimum

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

3. Shared 401(a) Trust

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

4. Shared Employee

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

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

   By JAY21, June 12, 2013
   • 0 replies
   • 1.1k views
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   • JAY21
   • June 12, 2013

6. Shared Interest or Separate Interest?

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

7. Shorfall Exemption vs. Negative Amortization

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

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

   By Catch22PGM, December 11, 2020
   • 3 replies
   • 1.2k views
   • 
   • Effen
   • December 13, 2020

9. short plan year

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

10. Short Plan Year

    By flosfur, June 5, 2003
    • 5 replies
    • 2.3k views
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    • Mike Preston
    • October 3, 2003

11. Short plan year

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

12. Short Plan Year

    By luissaha, February 24, 2009
    • 10 replies
    • 2.5k views
    • 
    • flosfur
    • February 26, 2009

13. Short Plan Year

    By Gary, February 28, 2009
    • 2 replies
    • 1.1k views
    • 
    • Gary
    • March 2, 2009

14. Short Plan Year - Prorating NC

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

15. Short plan year - Target Normal Cost

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

16. Short Plan Year (Wear-Away Option)

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

17. Short plan year accrual

    By SSRRS, July 17, 2025
    • 1 reply
    • 975 views
    • 
    • Lou S.
    • July 18, 2025

18. Short Plan Year Charges

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

19. short plan year quarterly required contribution dates

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

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

    By Lorraine Dorsa, November 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 22, 1999

21. Short plan year unit credit

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

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

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

23. Short Plan Yr & Ave. Comp.

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

24. Short PY - Service Credits and S415 $Max

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

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

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

26. Short PY & Min/Max contributions?

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

27. Short term military leave and USERRA

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

28. shortfall amort base

    By Gary, April 14, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 14, 2011

29. Shortfall Amortization Base or Charge

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

30. Shortfall amortization election

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

31. Shortfall Base Q

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

32. Should Accrued Interest be included in actuarial asset?

    By Audrey, February 18, 2025
    • 4 replies
    • 1k views
    • 
    • Audrey
    • February 18, 2025

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

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

34. Should GUST Amendment be made now?

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

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

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

36. Should I get DB plan?

    By LZ, October 9, 2019
    • 11 replies
    • 1.2k views
    • 
    • LZ
    • October 12, 2019

37. 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

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

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

39. Shultz memo minimum in the year of termination

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

40. Signature Block is misleading

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

41. Significant Detriment

    By jpod, May 20, 2016
    • 6 replies
    • 1.6k views
    • 
    • Kevin C
    • May 27, 2016

42. Significant Increase in Plan Assets

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

43. Signing PBGC Form 500 filing

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

44. silly question about pbgc

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

45. Simple 417e Question

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

46. simple 5330 question

    By Draper55, June 26, 2013   

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

47. Simple General Testing Question

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

48. SIMPLE IRA and Cash Balance

    By Sym401k, September 5, 2018
    • 4 replies
    • 2.3k views
    • 
    • Mike Preston
    • September 6, 2018

49. simple ira plan and qual plan

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

50. SIMPLE plan to qualified plan

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