Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. SS PIA Estimate

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

2. SSA Notice of Potential Private Pension Benefit Information

   By Guest jhall, April 23, 2008
   • 12 replies
   • 32.4k views
   • 
   • Effen
   • December 2, 2025

3. SSAE 16

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

4. SSAP 102

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

5. Stability Period

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

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

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

7. STANDARD MORTALITY TABLE

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

8. 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

9. standard termination and the pbgc

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

10. Standing Election

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

11. Standing Election

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

12. standing elections

    By Gary, March 28, 2011
    • 0 replies
    • 1k views
    • 
    • Gary
    • March 28, 2011

13. Start-up plan retroactive to 1/1/2022 but taxes have been filed?

    By truphao, March 30, 2023
    • 2 replies
    • 491 views
    • 
    • Lou S.
    • March 30, 2023

14. Starting a 1 person DB Plan

    By FJR, November 17, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • November 18, 2004

15. Starting a disturbing one

    By truphao, February 9, 2023
    • 1 reply
    • 774 views
    • 
    • Belgarath
    • February 9, 2023

16. starting a new DB plan for a post 70.5er

    By himt4, October 25, 2006
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • October 26, 2006

17. Starting cash balance this year, but maxed out solo 401k already this year?

    By awarara, May 31, 2024
    • 4 replies
    • 2.9k views
    • 
    • C. B. Zeller
    • June 3, 2024

18. Statement With Information Reported on Form SSA

    By Guest cjk, April 15, 2005
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • April 22, 2005

19. Statistics on Defined Benefit Plans by Industry

    By Guest kp, January 14, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 5, 1999

20. Statute of Limitations

    By jpod, July 11, 2017
    • 28 replies
    • 3.8k views
    • 
    • Lou S.
    • July 23, 2020

21. statute of limitations

    By Gary, August 16, 1999
    • 2 replies
    • 1.7k views
    • 
    • Lorraine Dorsa
    • August 20, 1999

22. statute of limitations - terminated plan

    By Gary, November 19, 1999
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • November 20, 1999

23. Statute of Limitations on PBGC enforcement

    By Flyboyjohn, June 7, 2017
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • June 8, 2017

24. statutory amendments

    By Gary, March 29, 2012
    • 2 replies
    • 1.1k views
    • 
    • Gary
    • March 29, 2012

25. statutory amendments

    By Gary, November 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • ScottR
    • December 3, 2011

26. Statutory Employee

    By frizzyguy, March 30, 2012
    • 18 replies
    • 4.9k views
    • 
    • frizzyguy
    • April 4, 2012

27. Steelworker Plan

    By IRC401, July 6, 2001
    • 0 replies
    • 1.3k views
    • 
    • IRC401
    • July 6, 2001

28. Sticky Plan Termination

    By Guest Keith N, December 21, 2001
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • December 24, 2001

29. Stock Distribution from Terminating DB Plan?

    By Guest amboyd, April 14, 2003
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • April 15, 2003

30. Stock Investment in DB Plan - Prohibited?

    By Guest AEA, February 5, 2003
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • February 6, 2003

31. Stock sale - distributable event?

    By Effen, May 3, 2017
    • 5 replies
    • 2.4k views
    • 
    • Belgarath
    • May 4, 2017

32. Stopping accruals if the employee elects to start benefits at normal retirement age while employed

    By Everett Moreland, October 13, 2009
    • 1 reply
    • 860 views
    • 
    • david rigby
    • October 13, 2009

33. Strike vs. Lockout

    By Guest Catfish, May 12, 2003
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • May 12, 2003

34. Subsidized benefits and plan termination

    By Guest Mike Spickard, December 2, 2005
    • 1 reply
    • 1.5k views
    • 
    • ishi
    • September 19, 2006

35. Subsidized Early Retirement

    By jane murray, February 21, 2019
    • 2 replies
    • 925 views
    • 
    • jane murray
    • February 21, 2019

36. Subsidized early retirement benefit - its own plan

    By Guest mbw, July 20, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 25, 2006

37. Subsidized Joint and Survivor

    By Guest mo, November 22, 1999
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • November 23, 1999

38. Subsidized Joint and Survivor Annuity & missing spouse

    By Guest BDZ, March 8, 2005
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • March 9, 2005

39. Subsidized Lump Sum Interest Rate Dilemma

    By CuseFan, March 5, 2020
    • 3 replies
    • 527 views
    • 
    • Calavera
    • March 6, 2020

40. Substantial Owner Waivers in Plan Termination

    By mwyatt, April 2, 2002
    • 23 replies
    • 10.4k views
    • 
    • Guest
    • April 4, 2002

41. Successive short plan years

    By Blinky the 3-eyed Fish, September 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2002

42. Successor Corp Question

    By CLE401kGuy, January 30, 2012
    • 2 replies
    • 978 views
    • 
    • JAY21
    • January 31, 2012

43. Successor Employer

    By flosfur, January 27, 2004
    • 6 replies
    • 1.4k views
    • 
    • mbozek
    • January 29, 2004

44. Successor Plan

    By dan.jock, November 29, 2016
    • 1 reply
    • 917 views
    • 
    • dan.jock
    • December 1, 2016

45. Successor Plan Issues

    By Randy Watson, April 10, 2012
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • April 11, 2012

46. summary annual report

    By Gary, August 16, 2010
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • August 18, 2010

47. Summary Annual Report

    By Guest Amanda Davis, May 19, 2003
    • 3 replies
    • 2k views
    • 
    • Lynn Campbell
    • August 8, 2003

48. Summary Plan Descriptions

    By Guest 4sachmo, June 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 26, 2001

49. Sungard Relius Annual Notice

    By Andy the Actuary, February 13, 2009
    • 0 replies
    • 911 views
    • 
    • Andy the Actuary
    • February 13, 2009

50. Sunrise Sunset

    By tuni88, October 12, 2018
    • 4 replies
    • 702 views
    • 
    • tuni88
    • October 16, 2018