Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Sole proprietor and cushion

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

2. sole proprietor DB Plan

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

3. Sole proprietor DB plan + 401kPSP

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

4. Sole Proprietor Deduction

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

5. Sole Proprietor Deduction Limit

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

6. Sole Proprietor Employee DB deduction

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

7. Sole Proprietor excess contribution

   By Dinosaur, July 5, 2013
   • 2 replies
   • 1.6k views
   • 
   • ScottR
   • July 24, 2013

8. Sole proprietor non-deductible contributions

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

9. Sole proprietor with multiple Schedule C's

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

10. 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

11. Sole-Prop Non-Deductible Contributions

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

12. Soliciting recommendations for DB admin

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

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

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

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

    By ejohnke, December 13, 2022
    • 7 replies
    • 1.4k views
    • 
    • Bird
    • December 15, 2022

15. SOLO DB - Missing Valuations & Sched. SB

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

16. Solo DB Plan w/ Dead Participant

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

17. Solo DB Situation

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

18. Solutions to Ridiculous PBGC Premium?

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

19. Something the actuaries might appreciate.

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

20. Son in Plan

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

21. Sound Advice?

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

22. 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

23. SPD Disclosure re: Cash Balance Conversion

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

24. SPD formula descriptions

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

25. SPD Question

    By Guest lbz123, March 30, 2009
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • April 2, 2009

26. SPD requirements for Termed Vested Participants?

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

27. Spin Off Help/

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

28. Spin-off vesting issue

    By dmb, December 13, 2005
    • 7 replies
    • 3.1k views
    • 
    • david rigby
    • December 15, 2005

29. Spin-off/New Plan for FDL purposes

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

30. Spinoff

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

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

    By Guest Scrofani, November 26, 2003
    • 2 replies
    • 5.8k views
    • 
    • Kirk Maldonado
    • November 26, 2003

32. Spinoff to terminate?

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

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

    By Guest Ray Goetz, May 30, 2000
    • 1 reply
    • 5k views
    • 
    • Guest
    • May 31, 2000

34. Split Funding Method

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

35. split-dollar reporting

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

36. Split-Funded Plans post PPA 06

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

37. Splitting a DB Plan into 2 Plans

    By Mister Met, November 14, 2012
    • 4 replies
    • 1.5k views
    • 
    • frizzyguy
    • December 28, 2012

38. 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
    • 4.2k views
    • 
    • Larry Starr
    • September 23, 2019

39. 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
    • 1.4k views
    • 
    • AndyH
    • October 17, 2024

40. Sponsor out of business-second request

    By Guest art, April 29, 1999
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 22, 1999

41. Sponsor's Agreement To Change In Funding Method

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

42. Spousal Attribution Timing

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

43. Spousal Consent

    By Pension Admin in Ohio, May 15, 2020
    • 19 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 21, 2020

44. Spousal Consent for Early Retirement Window Benefits

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

45. spouse notice of retroactive annuity starting date

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

46. Spouse of Self-employed individual

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

47. Spouse Waiver - Spouse out of Country

    By Hojo, November 8, 2013
    • 4 replies
    • 1.5k views
    • 
    • Hojo
    • November 11, 2013

48. Spread gain method: temp. annuity

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

49. Spreadsheets

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

50. SS Integration-Permitted Disparity

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