Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Soliciting recommendations for DB admin

   By Guest Spock, June 5, 2009
   • 0 replies
   • 760 views
   • 
   • Guest
   • June 5, 2009

2. Solo 401(k) + Cash Balance for Schedule C

   By metsfan026, September 2, 2021
   • 4 replies
   • 708 views
   • 
   • CuseFan
   • September 2, 2021

3. Solo 401(k) and cash balance overfunding correction

   By ejohnke, December 13, 2022
   • 7 replies
   • 1.3k views
   • 
   • Bird
   • December 15, 2022

4. SOLO DB - Missing Valuations & Sched. SB

   By Joe L, August 12, 2021
   • 4 replies
   • 676 views
   • 
   • chc93
   • August 12, 2021

5. Solo DB Plan w/ Dead Participant

   By MSN, July 9, 2009
   • 6 replies
   • 1.8k views
   • 
   • SoCalActuary
   • July 9, 2009

6. Solo DB Situation

   By frizzyguy, November 29, 2012
   • 5 replies
   • 2.2k views
   • 
   • shERPA
   • December 20, 2012

7. Solutions to Ridiculous PBGC Premium?

   By figure 8, May 1, 2018
   • 5 replies
   • 1.4k views
   • 
   • figure 8
   • May 2, 2018

8. Something the actuaries might appreciate.

   By Guest smstls, February 18, 2005
   • 2 replies
   • 1.1k views
   • 
   • GBurns
   • February 18, 2005

9. Son in Plan

   By emmetttrudy, February 8, 2010
   • 3 replies
   • 1.1k views
   • 
   • Mike Preston
   • February 9, 2010

10. Sound Advice?

    By 12AX7, September 23, 2008
    • 8 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 24, 2008

11. Sources of internet Mast documents / Personal guarantee of Bus contribution.

    By Guest ApolloBed, January 19, 2005
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 19, 2005

12. SPD Disclosure re: Cash Balance Conversion

    By Christine Roberts, August 16, 2002
    • 1 reply
    • 1.1k views
    • 
    • IRC401
    • August 17, 2002

13. SPD formula descriptions

    By John Feldt ERPA CPC QPA, July 12, 2010
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • September 23, 2010

14. SPD Question

    By Guest lbz123, March 30, 2009
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • April 2, 2009

15. SPD requirements for Termed Vested Participants?

    By Spencer, December 2, 2002
    • 3 replies
    • 2.6k views
    • 
    • david rigby
    • December 2, 2002

16. Spin Off Help/

    By Guest buxbaum2, October 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 20, 2004

17. Spin-off vesting issue

    By dmb, December 13, 2005
    • 7 replies
    • 3k views
    • 
    • david rigby
    • December 15, 2005

18. Spin-off/New Plan for FDL purposes

    By pcbenefits007, February 20, 2019
    • 0 replies
    • 388 views
    • 
    • pcbenefits007
    • February 20, 2019

19. Spinoff

    By dmb, March 3, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • March 3, 2006

20. Spinoff to be purchased. What happens to Pension Plan?

    By Guest Scrofani, November 26, 2003
    • 2 replies
    • 5.7k views
    • 
    • Kirk Maldonado
    • November 26, 2003

21. Spinoff to terminate?

    By Guest lerieleech, October 3, 2006
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • October 15, 2008

22. Spinoff/Merger -- 414(L) -- asset transfer amount

    By Guest Ray Goetz, May 30, 2000
    • 1 reply
    • 4.9k views
    • 
    • Guest
    • May 31, 2000

23. Split Funding Method

    By flosfur, April 20, 2006
    • 2 replies
    • 2.2k views
    • 
    • SoCalActuary
    • April 27, 2006

24. split-dollar reporting

    By Guest jigpsu, January 24, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 25, 2006

25. Split-Funded Plans post PPA 06

    By JAY21, December 7, 2007
    • 6 replies
    • 2.5k views
    • 
    • JAY21
    • December 10, 2007

26. Splitting a DB Plan into 2 Plans

    By Mister Met, November 14, 2012
    • 4 replies
    • 1.4k views
    • 
    • frizzyguy
    • December 28, 2012

27. Sponsor as Life Insurance Beneficiary

    By Dalai Pookah, September 19, 2019   

    • life insurance
    • beneficiary
    • (and 1 more)

      Tagged with:

      • life insurance
      • beneficiary
      • prohibited transaction?
    • 11 replies
    • 4.1k views
    • 
    • Larry Starr
    • September 23, 2019

28. Sponsor of overfunded DB plan looking for a company with an underfunded DB plan to merge with or sell to

    By Ilene Ferenczy, October 7, 2024
    • 7 replies
    • 1.3k views
    • 
    • AndyH
    • October 17, 2024

29. Sponsor out of business-second request

    By Guest art, April 29, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • May 22, 1999

30. Sponsor's Agreement To Change In Funding Method

    By Guest merlin, June 12, 2003
    • 6 replies
    • 1.2k views
    • 
    • mwyatt
    • June 13, 2003

31. Spousal Attribution Timing

    By Young Curmudgeon, December 17, 2019
    • 0 replies
    • 336 views
    • 
    • Young Curmudgeon
    • December 17, 2019

32. Spousal Consent

    By Pension Admin in Ohio, May 15, 2020
    • 19 replies
    • 1.7k views
    • 
    • Luke Bailey
    • May 21, 2020

33. Spousal Consent for Early Retirement Window Benefits

    By Guest BRich, May 29, 2007
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • May 30, 2007

34. spouse notice of retroactive annuity starting date

    By LIBERTYKID, December 21, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 21, 2005

35. Spouse of Self-employed individual

    By Gary, June 30, 2006
    • 5 replies
    • 2.4k views
    • 
    • SteveH
    • August 4, 2006

36. Spouse Waiver - Spouse out of Country

    By Hojo, November 8, 2013
    • 4 replies
    • 1.4k views
    • 
    • Hojo
    • November 11, 2013

37. Spread gain method: temp. annuity

    By Guest Java, April 26, 2004
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 30, 2004

38. Spreadsheets

    By thepensionmaven, August 31, 2014
    • 0 replies
    • 963 views
    • 
    • thepensionmaven
    • August 31, 2014

39. SS Integration-Permitted Disparity

    By JAY21, April 14, 2006
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • April 17, 2006

40. SS PIA Estimate

    By Gary, March 7, 2000
    • 1 reply
    • 2k views
    • 
    • mwyatt
    • March 7, 2000

41. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall, April 23, 2008
    • 10 replies
    • 31.9k views
    • 
    • My 2 cents
    • May 5, 2017

42. SSAE 16

    By david rigby, October 16, 2014
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • October 16, 2014

43. SSAP 102

    By dmb, January 5, 2015
    • 0 replies
    • 2.2k views
    • 
    • dmb
    • January 5, 2015

44. Stability Period

    By Audrey, June 25, 2024
    • 8 replies
    • 868 views
    • 
    • Audrey
    • June 27, 2024

45. Stand Alone Software for (a)(4) Testing

    By LIBOR, June 10, 2005
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • June 14, 2005

46. STANDARD MORTALITY TABLE

    By Guest draper, May 15, 2003
    • 14 replies
    • 4k views
    • 
    • Mike Preston
    • February 5, 2010

47. Standard Plan Termination - NOIT & sample NOPB copies to attach

    By AdKu, March 8, 2016   

    • Std. Term
    • Sample NOIT & NOPB
    • 5 replies
    • 1.9k views
    • 
    • AdKu
    • March 8, 2016

48. standard termination and the pbgc

    By abanky, June 11, 2009
    • 7 replies
    • 2.5k views
    • 
    • Penman2006
    • June 19, 2009

49. Standing Election

    By jane murray, September 14, 2019
    • 2 replies
    • 700 views
    • 
    • AndyH
    • September 19, 2019

50. Standing Election

    By nancy, May 7, 2010
    • 0 replies
    • 963 views
    • 
    • nancy
    • May 7, 2010