Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. DB and 412(e)(3) Design Software

   By Dante, July 17, 2024
   • 3 replies
   • 565 views
   • 
   • ErnieG
   • July 17, 2024

2. DB AND DC COMBINED DEDUCTION

   By Effen, March 30, 2006
   • 24 replies
   • 5.4k views
   • 
   • Guest
   • April 5, 2006

3. DB AND DC COMBINED DEDUCTION

   By Guest f1234, August 10, 2005
   • 13 replies
   • 1.5k views
   • 
   • AndyH
   • August 11, 2005

4. DB and DC contributions for Self- Employed

   By Guest Golden Girl, February 16, 2012
   • 2 replies
   • 1.3k views
   • 
   • SoCalActuary
   • February 22, 2012

5. DB and DC Overlapping Participant - or not

   By John Feldt ERPA CPC QPA, January 27, 2006
   • 1 reply
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • January 30, 2006

6. DB and PSP

   By thepensionmaven, December 31, 2007
   • 5 replies
   • 1.4k views
   • 
   • Belgarath
   • January 2, 2008

7. DB and SEP plans

   By Dinosaur, November 8, 2010
   • 2 replies
   • 1.4k views
   • 
   • ScottR
   • December 1, 2010

8. DB Annual Funding Valuations

   By JAY21, August 26, 2010
   • 1 reply
   • 1k views
   • 
   • Mike Preston
   • August 26, 2010

9. DB Article/PPA Lump Sums

   By Guest ak, August 2, 2007
   • 2 replies
   • 1.3k views
   • 
   • Andy the Actuary
   • August 3, 2007

10. DB as replacement to Profit Sharing Plan

    By Guest Gordy, December 1, 2004
    • 4 replies
    • 1.3k views
    • 
    • could be me maybe not
    • December 1, 2004

11. DB benefit calculation question

    By PDNguyen, February 12, 2021
    • 4 replies
    • 708 views
    • 
    • PDNguyen
    • February 12, 2021

12. Db Buyout

    By Guest wjr, March 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • February 3, 2004

13. DB Cash Out Option

    By Guest BigBish, March 16, 2007
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • March 16, 2007

14. DB change of Sponsor to his New LLC

    By thepensionmaven, May 3, 2024
    • 2 replies
    • 978 views
    • 
    • truphao
    • May 3, 2024

15. DB Contribution Exceeds Schedule C

    By Andy the Actuary, June 19, 2007
    • 20 replies
    • 5.8k views
    • 
    • masteff
    • June 27, 2007

16. DB Contribution for Sole Proprietor

    By Cynchbeast, September 28, 2020
    • 1 reply
    • 546 views
    • 
    • CuseFan
    • September 28, 2020

17. DB Contribution to be made on 3/16/2016 after tax return is filed

    By CharlesLeggette, February 12, 2016
    • 2 replies
    • 819 views
    • 
    • My 2 cents
    • February 12, 2016

18. DB contributions made after minimum funding deadline and before tax return due date

    By Guest Nineteen, September 13, 2005
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • September 14, 2005

19. DB Converstion to Money Purchase

    By Saiai, March 10, 2014   

    • pension
    • conversion
    • (and 1 more)

      Tagged with:

      • pension
      • conversion
      • money purchase multiemployer
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • March 10, 2014

20. DB Cycle 3 FIS Document Seminars

    By MonicaS, January 8, 2024
    • 0 replies
    • 385 views
    • 
    • MonicaS
    • January 8, 2024

21. DB DC Combination

    By Guest ICannotDiscloseMyIdentity, November 10, 2009
    • 6 replies
    • 1.5k views
    • 
    • David MacLennan
    • November 19, 2009

22. DB DC Combo

    By John Feldt ERPA CPC QPA, January 11, 2010
    • 4 replies
    • 2.2k views
    • 
    • Everett Moreland
    • January 13, 2010

23. DB DC Combo - Gateway

    By John Feldt ERPA CPC QPA, February 25, 2011
    • 5 replies
    • 5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 28, 2011

24. db dc combo and top heavy

    By Tom Poje, July 7, 2005
    • 7 replies
    • 3.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2005

25. DB DC combo question regarding Top Heavy

    By Earl, September 16, 2004
    • 4 replies
    • 1.3k views
    • 
    • AndyH
    • September 17, 2004

26. DB DC Combo resources

    By ombskid, December 4, 2006
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • December 4, 2006

27. DB Deduction

    By Christopher Wilson, August 18, 2020
    • 2 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • August 19, 2020

28. DB Deduction

    By SKC, March 23, 2021
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 26, 2021

29. DB Deduction

    By pbarrett, July 31, 2003
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • August 8, 2005

30. DB deduction and formula amendments

    By John Feldt ERPA CPC QPA, March 1, 2006
    • 8 replies
    • 2.7k views
    • 
    • FAPInJax
    • March 3, 2006

31. DB deduction, stream of conscience....

    By Bri, May 3, 2021
    • 4 replies
    • 1.1k views
    • 
    • Bri
    • May 6, 2021

32. DB deductions

    By JARichardson, September 28, 2018   

    • db
    • deduction
    • (and 1 more)

      Tagged with:

      • db
      • deduction
      • tax year
    • 1 reply
    • 596 views
    • 
    • Calavera
    • October 1, 2018

33. DB Deductions & Employee Costs

    By JAY21, May 8, 2006
    • 1 reply
    • 1.1k views
    • 
    • GBurns
    • May 9, 2006

34. DB distribution

    By retbenser, November 24, 2010
    • 1 reply
    • 880 views
    • 
    • ScottR
    • December 1, 2010

35. DB Document Restatement

    By Guest taj32z, September 11, 2003
    • 7 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2003

36. DB Document updates

    By Belgarath, November 9, 2022
    • 2 replies
    • 438 views
    • 
    • Belgarath
    • November 10, 2022

37. DB Dual formula

    By Guest Roman, June 20, 2005
    • 21 replies
    • 2.4k views
    • 
    • Guest
    • June 30, 2005

38. DB exemption from Excise Tax (nondeductible cont)

    By retbenser, January 3, 2011
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 4, 2011

39. DB for 1 person S Corp

    By thepensionmaven, July 9, 2019
    • 11 replies
    • 1.7k views
    • 
    • Calavera
    • July 12, 2019

40. DB for domestic help

    By Lame Duck, January 11, 2005
    • 3 replies
    • 1.2k views
    • 
    • Lame Duck
    • January 11, 2005

41. DB for S Corp while working for another physician

    By thepensionmaven, March 12, 2020
    • 2 replies
    • 659 views
    • 
    • thepensionmaven
    • March 12, 2020

42. DB for self employed who has 403(b)

    By Guest kprhok, September 22, 2009
    • 1 reply
    • 872 views
    • 
    • david rigby
    • September 22, 2009

43. DB Formula by person - HCE Only Plan

    By slburnett, February 22, 2017   

    • defined benefit
    • formula
    • (and 2 more)

      Tagged with:

      • defined benefit
      • formula
      • hce
      • nondiscrimination
    • 2 replies
    • 894 views
    • 
    • AndyH
    • July 20, 2017

44. DB funding deadline

    By Guest Rae, August 1, 2003
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • August 8, 2003

45. DB funding questions

    By Guest lerieleech, January 9, 2009
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 12, 2009

46. DB Funding Waiver User Fees

    By CuseFan, January 22, 2019
    • 2 replies
    • 929 views
    • 
    • CuseFan
    • January 23, 2019

47. DB General Test

    By Guest RSNOW, July 16, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 21, 2003

48. DB Gov't "pick-up" Plan; 401(k) impact

    By JAY21, August 24, 2004
    • 1 reply
    • 980 views
    • 
    • SoCalActuary
    • August 24, 2004

49. DB Individually Designed Restatement Deadline

    By susieQ, February 28, 2020
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 2, 2020

50. DB interest rates changing from Treas rates to Bond rates

    By Lori H, April 24, 2009
    • 4 replies
    • 938 views
    • 
    • Lori H
    • April 27, 2009