Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Single employer plan to multiemployer plan transfer

   By Guest pension222, May 21, 2001
   • 9 replies
   • 4.8k views
   • 
   • KJohnson
   • May 25, 2001

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

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

3. Single Life DB Plan and Estate Planning

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

4. 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
   • 3k views
   • 
   • SoCalActuary
   • September 19, 2016

5. Single member plan excludes employees in the controlled group

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

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

   By John Feldt ERPA CPC QPA, February 27, 2007
   • 8 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • February 28, 2007

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

   By TPApril, November 30, 2023
   • 8 replies
   • 1.5k views
   • 
   • CuseFan
   • December 6, 2023

8. Small Cashouts - Proof of Age?

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

9. Small DB Plan Valuation Software

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

10. Small Employer Plan Design Proposal

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

11. Small payment force out

    By fiona1, August 9, 2017
    • 8 replies
    • 4.1k views
    • 
    • CuseFan
    • August 9, 2017

12. small PBGC Plan under(over) Funded

    By Guest jmrodrig, April 6, 2010
    • 2 replies
    • 903 views
    • 
    • JAY21
    • April 6, 2010

13. Small Pension Plan Audit Waiver Exemption Blown - what happens?

    By Benefits to all, April 26, 2013
    • 0 replies
    • 1.2k views
    • 
    • Benefits to all
    • April 26, 2013

14. small plan audit

    By Gary, November 30, 2011
    • 6 replies
    • 1.2k views
    • 
    • chc93
    • December 1, 2011

15. Small Plan Excess Assets

    By Dougsbpc, April 4, 2018
    • 3 replies
    • 932 views
    • 
    • Calavera
    • April 6, 2018

16. Small Plan Interest Rate Alternative

    By Andy the Actuary, March 29, 2008
    • 0 replies
    • 863 views
    • 
    • Andy the Actuary
    • March 29, 2008

17. small plan, can we change val date from BOY to EOY?

    By Audrey, April 9, 2025
    • 1 reply
    • 902 views
    • 
    • truphao
    • April 9, 2025

18. Small plans - Practicality of AFTAP Cert by 10/01

    By flosfur, May 7, 2008
    • 14 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 27, 2008

19. Small underfunded plan--No PBGC Insurance

    By benniegirl, July 17, 2015
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • July 21, 2015

20. Smartphones

    By carrots, March 5, 2010
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • March 8, 2010

21. so confused about segment rates

    By truphao, February 14, 2024
    • 4 replies
    • 867 views
    • 
    • Jeff Hartmann
    • February 15, 2024

22. So Now What?

    By tuni88, December 1, 2008
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • December 1, 2008

23. So Where's the Protection?

    By Andy the Actuary, April 20, 2009
    • 3 replies
    • 1.1k views
    • 
    • dmb
    • April 21, 2009

24. So you say you are an actuary....prove it!

    By Guest dubya, July 9, 2004
    • 44 replies
    • 8k views
    • 
    • SoCalActuary
    • September 12, 2004

25. So, what is paid?

    By Andy the Actuary, March 26, 2009
    • 9 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • April 2, 2009

26. Soc. Sec. Level Income Option

    By Penman2006, April 7, 2009
    • 2 replies
    • 2.1k views
    • 
    • SoCalActuary
    • April 7, 2009

27. social security and pension

    By Guest lskin, April 24, 2006
    • 2 replies
    • 1.3k views
    • 
    • mwyatt
    • April 25, 2006

28. social security calc

    By Gary, October 18, 2002
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 31, 2002

29. social security calculations

    By Gary, November 4, 1998
    • 0 replies
    • 2.3k views
    • 
    • Gary
    • November 4, 1998

30. Social Security calculator

    By Guest buyertoday, February 16, 2004
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • August 7, 2009

31. Social Security Level Income Option Calculation Question

    By Guest Paula F, January 23, 2002
    • 2 replies
    • 7.5k views
    • 
    • Guest
    • January 24, 2002

32. Social Security Level Option

    By david rigby, October 12, 2022
    • 0 replies
    • 344 views
    • 
    • david rigby
    • October 12, 2022

33. Social Security Offset situation

    By Gary, November 5, 2001
    • 6 replies
    • 2.3k views
    • 
    • RCK
    • November 15, 2001

34. social security or early ret supplement as part of accd ben

    By Gary, July 9, 2002
    • 4 replies
    • 1.4k views
    • 
    • IRC401
    • July 16, 2002

35. Social Security Supplements

    By IRC401, September 12, 2002
    • 2 replies
    • 1.3k views
    • 
    • IRC401
    • September 12, 2002

36. Soft Frozen plan adding participants

    By Safeharbor29, May 26, 2015   

    • soft freeze
    • adding participants
    • 4 replies
    • 1.4k views
    • 
    • My 2 cents
    • May 28, 2015

37. Soft Plan Freeze

    By rodin011, September 9, 2014   

    • Closing the plan for new entr
    • 10 replies
    • 2.7k views
    • 
    • rodin011
    • September 10, 2014

38. Software for Cash Balance Plans/testing

    By Chippy, April 13, 2015
    • 10 replies
    • 1.7k views
    • 
    • My 2 cents
    • April 28, 2015

39. sole prioprietor coverage

    By Guest Kline28, January 17, 2003
    • 5 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2003

40. Sole Prop - Late contribution

    By Hojo, September 6, 2019
    • 13 replies
    • 1.3k views
    • 
    • AndyH
    • September 13, 2019

41. Sole Prop Average Comp

    By DBnme, March 3, 2022
    • 9 replies
    • 1.3k views
    • 
    • Nate S
    • March 21, 2022

42. sole prop cash balance plan

    By thepensionmaven, May 21, 2019
    • 11 replies
    • 1.8k views
    • 
    • FPGuy
    • May 24, 2019

43. Sole Prop Contributions to DB plan

    By TPApril, March 28, 2024
    • 3 replies
    • 981 views
    • 
    • Lucky32
    • May 23, 2024

44. Sole prop DB plan tax isssues

    By dmb, June 24, 2005
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2005

45. Sole prop income during year of plan termination

    By dmb, May 11, 2005
    • 5 replies
    • 1.4k views
    • 
    • dmb
    • May 13, 2005

46. Sole Prop Minimum Funding Contribution Using Spreadsheet

    By ubermax, November 8, 2014
    • 5 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 11, 2014

47. Sole Prop Net Comp - Unpaid Required Contributions

    By Hojo, September 2, 2020
    • 2 replies
    • 1k views
    • 
    • AndyH
    • September 18, 2020

48. Sole Prop with an insurance policy

    By SteveH, April 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 25, 2007

49. Sole Prop/S-Corp & DB Contribution

    By flosfur, January 16, 2007
    • 4 replies
    • 2.1k views
    • 
    • SoCalActuary
    • January 17, 2007

50. Sole proprietor - Defined Benefit Plan

    By Brad Jacobs, June 21, 2024
    • 8 replies
    • 1.5k views
    • 
    • CuseFan
    • June 21, 2024