Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. 2008 Schedule SB

   By mwyatt, March 13, 2009
   • 4 replies
   • 1k views
   • 
   • Guest
   • March 13, 2009

2. 2008 Schedule SB Instructions?

   By carrots, February 3, 2009
   • 3 replies
   • 1.5k views
   • 
   • WDIK
   • February 3, 2009

3. 2008 Valuation

   By goldtpa, February 2, 2009
   • 4 replies
   • 1.2k views
   • 
   • goldtpa
   • February 12, 2009

4. 2008 Valuations for Small Plans

   By zimbo, March 19, 2008
   • 13 replies
   • 2.7k views
   • 
   • My 2 cents
   • April 8, 2016

5. 2009 AFTAP and reducing balances to avoid restrictions

   By Guest TammyS, March 16, 2009
   • 12 replies
   • 2k views
   • 
   • Guest
   • March 19, 2009

6. 2009 AFTAP based on 2008

   By Guest Xerxes, March 4, 2009
   • 9 replies
   • 1.8k views
   • 
   • Mike Preston
   • March 27, 2009

7. 2009 AFTAP Certification

   By Andy the Actuary, October 27, 2008
   • 1 reply
   • 993 views
   • 
   • Andy the Actuary
   • October 27, 2008

8. 2009 AFTAP not yet determined

   By tuni88, March 6, 2009
   • 6 replies
   • 1.6k views
   • 
   • tuni88
   • March 7, 2009

9. 2009 AFTAP regs for plans with EOY valuations?

   By carrots, August 24, 2009
   • 1 reply
   • 851 views
   • 
   • Blinky the 3-eyed Fish
   • August 26, 2009

10. 2009 AFTAPs

    By dmb, September 16, 2009
    • 4 replies
    • 1.1k views
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    • dmb
    • September 17, 2009

11. 2009 AFTAPs < 80%

    By Guest DBPension, May 5, 2009
    • 11 replies
    • 1.5k views
    • 
    • Guest
    • May 12, 2009

12. 2009 Contributions in 2008?

    By emmetttrudy, February 4, 2009
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • February 5, 2009

13. 2009 DB Min Distribs

    By AndyH, December 17, 2008
    • 3 replies
    • 1.1k views
    • 
    • goldtpa
    • January 2, 2009

14. 2009 Final Form 5500-EZ question

    By Guest jmrodrig, December 4, 2009
    • 1 reply
    • 1.4k views
    • 
    • ScottR
    • December 5, 2009

15. 2009 form 5500ez

    By Gary, May 8, 2010
    • 10 replies
    • 2.5k views
    • 
    • Bird
    • May 13, 2010

16. 2009 FTAP/AFTAP and Credit Balance

    By Guest jmrodrig, August 26, 2009
    • 15 replies
    • 4.2k views
    • 
    • Andy the Actuary
    • August 28, 2009

17. 2009 Minimum Distribution

    By AndyH, February 1, 2010
    • 14 replies
    • 2.2k views
    • 
    • Guest
    • February 8, 2010

18. 2009 MRD from DB plan

    By Guest Sieve, December 14, 2009
    • 4 replies
    • 1.1k views
    • 
    • ScottR
    • December 26, 2009

19. 2009 RMD for DB Plan w/ Rollover account under WRERA

    By JBones, September 30, 2009
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • September 30, 2009

20. 2009 RMDs

    By Gary, February 12, 2009
    • 3 replies
    • 984 views
    • 
    • Mike Preston
    • February 26, 2009

21. 2009 SB Filing problem - Relius

    By AndyH, July 15, 2010
    • 8 replies
    • 1.8k views
    • 
    • My 2 cents
    • July 21, 2010

22. 2009 Schedule SB

    By dmb, July 26, 2010
    • 7 replies
    • 1.7k views
    • 
    • FAPInJax
    • August 4, 2010

23. 2010 AFTAP from 2009 EOY Val

    By Guest Jcarolan, August 27, 2010
    • 1 reply
    • 867 views
    • 
    • Effen
    • August 30, 2010

24. 2010 Form EZ due 3/31 with Schedule SB

    By Dinosaur, March 14, 2011
    • 0 replies
    • 847 views
    • 
    • Dinosaur
    • March 14, 2011

25. 2010 Gray Book Question

    By FAPInJax, December 31, 2010
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • January 1, 2011

26. 2010 pension funding relief regulations

    By Guest joe9pension, December 8, 2010
    • 1 reply
    • 882 views
    • 
    • Effen
    • December 8, 2010

27. 2010 Re-election

    By AndyH, September 25, 2009
    • 3 replies
    • 1.3k views
    • 
    • dmb
    • September 29, 2009

28. 2010 relief and MAP-21: MRC is larger than shortfall !?

    By Grendel77, March 28, 2013
    • 3 replies
    • 1.2k views
    • 
    • Grendel77
    • April 16, 2013

29. 2010 Sch. SE & the Small Business Jobs Act of 2010

    By ubermax, January 28, 2012
    • 12 replies
    • 2k views
    • 
    • ubermax
    • February 1, 2012

30. 2010 Schedule SB

    By Gary, January 19, 2011
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • January 21, 2011

31. 2011 Contribution Deadline - 9/15/12 or 9/17/12

    By carrots, September 12, 2012
    • 19 replies
    • 6k views
    • 
    • frizzyguy
    • September 27, 2012

32. 2011 EA Meeting

    By Andy the Actuary, April 9, 2011
    • 5 replies
    • 1.5k views
    • 
    • SoCalActuary
    • April 11, 2011

33. 2011 EA Meeting Kudos

    By Andy the Actuary, April 18, 2011
    • 0 replies
    • 939 views
    • 
    • Andy the Actuary
    • April 18, 2011

34. 2011 Interim Amendments

    By ScottR, November 4, 2011
    • 0 replies
    • 1.2k views
    • 
    • ScottR
    • November 4, 2011

35. 2012 Annual Funding Notice

    By Guest raintrain19, March 19, 2012
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2012

36. 2012 Schedule SB - Amend or not amend?

    By rblum50, September 23, 2014
    • 4 replies
    • 939 views
    • 
    • david rigby
    • September 23, 2014

37. 2013 Earned Income Calcs

    By stbennet, January 15, 2014
    • 4 replies
    • 1k views
    • 
    • Belgarath
    • January 15, 2014

38. 2014 PPA Mortality Tables?

    By dmb, March 26, 2012
    • 6 replies
    • 3.4k views
    • 
    • dmb
    • June 1, 2012

39. 2017 mortality - effect on annuities

    By SoCalActuary, November 15, 2016
    • 6 replies
    • 1k views
    • 
    • Calavera
    • November 16, 2016

40. 2018 COLA projections

    By SoCalActuary, September 19, 2017   

    • mercer
    • 0 replies
    • 756 views
    • 
    • SoCalActuary
    • September 19, 2017

41. 2020 JBEA Renewal

    By Hojo, January 23, 2020
    • 2 replies
    • 746 views
    • 
    • Hojo
    • January 23, 2020

42. 2021 Cash Balance Plan Start-Up that hasn't been funded yet

    By Brob69, November 26, 2024
    • 21 replies
    • 1.4k views
    • 
    • Lou S.
    • December 5, 2024

43. 2021 Enrolled Actuaries Meeting

    By mwyatt, November 11, 2020
    • 3 replies
    • 1.5k views
    • 
    • Hojo
    • November 12, 2020

44. 2021 EZ filed but no SB done

    By Jakyasar, May 12, 2023
    • 24 replies
    • 1.2k views
    • 
    • Jakyasar
    • July 25, 2023

45. 2022 or 2021 ?

    By SSRRS, January 9, 2023
    • 26 replies
    • 2.4k views
    • 
    • Bird
    • January 20, 2023

46. 2023 PBGC premiums increase - FYI

    By Jakyasar, October 19, 2022
    • 9 replies
    • 881 views
    • 
    • truphao
    • June 26, 2023

47. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar, January 19, 2024
    • 1 reply
    • 457 views
    • 
    • truphao
    • January 19, 2024

48. 2024 Annual Funding Notices Due in 2025

    By Rick, January 31
    • 0 replies
    • 981 views
    • 
    • Rick
    • January 31

49. 204(h) Notice

    By Young Curmudgeon, February 6, 2008
    • 2 replies
    • 1.1k views
    • 
    • Young Curmudgeon
    • February 6, 2008

50. 204(h) Notice

    By AdKu, March 28, 2020
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • April 3, 2020