Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. small PBGC Plan under(over) Funded

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

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

   By Benefits to all, April 26, 2013
   • 0 replies
   • 1.1k views
   • 
   • Benefits to all
   • April 26, 2013

3. small plan audit

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

4. Small Plan Excess Assets

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

5. Small Plan Interest Rate Alternative

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

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

   By Audrey, April 9
   • 1 reply
   • 867 views
   • 
   • truphao
   • April 9

7. 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

8. Small underfunded plan--No PBGC Insurance

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

9. Smartphones

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

10. so confused about segment rates

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

11. So Now What?

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

12. So Where's the Protection?

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

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

    By Guest dubya, July 9, 2004
    • 44 replies
    • 7.9k views
    • 
    • SoCalActuary
    • September 12, 2004

14. So, what is paid?

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

15. Soc. Sec. Level Income Option

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

16. social security and pension

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

17. social security calc

    By Gary, October 18, 2002
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • October 31, 2002

18. social security calculations

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

19. Social Security calculator

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

20. Social Security Level Income Option Calculation Question

    By Guest Paula F, January 23, 2002
    • 2 replies
    • 7.4k views
    • 
    • Guest
    • January 24, 2002

21. Social Security Level Option

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

22. Social Security Offset situation

    By Gary, November 5, 2001
    • 6 replies
    • 2.2k views
    • 
    • RCK
    • November 15, 2001

23. 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

24. Social Security Supplements

    By IRC401, September 12, 2002
    • 2 replies
    • 1.2k views
    • 
    • IRC401
    • September 12, 2002

25. 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

26. Soft Plan Freeze

    By rodin011, September 9, 2014   

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

27. Software for Cash Balance Plans/testing

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

28. sole prioprietor coverage

    By Guest Kline28, January 17, 2003
    • 5 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2003

29. Sole Prop - Late contribution

    By Hojo, September 6, 2019
    • 13 replies
    • 1.2k views
    • 
    • AndyH
    • September 13, 2019

30. Sole Prop Average Comp

    By DBnme, March 3, 2022
    • 9 replies
    • 1.2k views
    • 
    • Nate S
    • March 21, 2022

31. sole prop cash balance plan

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

32. Sole Prop Contributions to DB plan

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

33. Sole prop DB plan tax isssues

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

34. Sole prop income during year of plan termination

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

35. 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

36. Sole Prop Net Comp - Unpaid Required Contributions

    By Hojo, September 2, 2020
    • 2 replies
    • 982 views
    • 
    • AndyH
    • September 18, 2020

37. Sole Prop with an insurance policy

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

38. Sole Prop/S-Corp & DB Contribution

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

39. Sole proprietor - Defined Benefit Plan

    By Brad Jacobs, June 21, 2024
    • 8 replies
    • 1.3k views
    • 
    • CuseFan
    • June 21, 2024

40. Sole proprietor and cushion

    By ombskid, April 6, 2016
    • 4 replies
    • 916 views
    • 
    • ombskid
    • April 6, 2016

41. sole proprietor DB Plan

    By Earl, March 10, 2010
    • 0 replies
    • 1.2k views
    • 
    • Earl
    • March 10, 2010

42. Sole proprietor DB plan + 401kPSP

    By VeryOldMan, August 9, 2021
    • 6 replies
    • 661 views
    • 
    • VeryOldMan
    • August 16, 2021

43. Sole Proprietor Deduction

    By Dougsbpc, March 30, 2017
    • 2 replies
    • 768 views
    • 
    • Mike Preston
    • March 31, 2017

44. Sole Proprietor Deduction Limit

    By Guest Aliactuary, April 3, 2007
    • 8 replies
    • 2.8k views
    • 
    • Mike Preston
    • April 6, 2007

45. Sole Proprietor Employee DB deduction

    By Guest RBlaine, March 13, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 13, 2008

46. Sole Proprietor excess contribution

    By Dinosaur, July 5, 2013
    • 2 replies
    • 1.5k views
    • 
    • ScottR
    • July 24, 2013

47. Sole proprietor non-deductible contributions

    By SoCalActuary, June 18, 2004
    • 3 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2004

48. Sole proprietor with multiple Schedule C's

    By Guest Nineteen, March 15, 2004
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • March 15, 2004

49. Sole Proprietorship Valuation

    By Blinky the 3-eyed Fish, March 5, 2003
    • 6 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 7, 2003

50. Sole-Prop Non-Deductible Contributions

    By Rob P, July 29, 2009
    • 1 reply
    • 911 views
    • 
    • Andy the Actuary
    • July 29, 2009