Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. DB 70.5 Minimum Distributions - 2006

   By zimbo, July 21, 2006
   • 0 replies
   • 1.3k views
   • 
   • zimbo
   • July 21, 2006

2. DB accountant's report rules

   By AndyH, August 27, 2003
   • 2 replies
   • 1.1k views
   • 
   • AndyH
   • August 28, 2003

3. db accrual contingent on 403(b) deferral.Can you do this?

   By Effen, December 30, 2003
   • 0 replies
   • 999 views
   • 
   • Effen
   • December 30, 2003

4. DB Admin software

   By R. Butler, July 22, 2005
   • 19 replies
   • 3.4k views
   • 
   • Blinky the 3-eyed Fish
   • August 5, 2005

5. DB and 403(b) aggregation for 401(b) testing

   By dmb, September 20, 2010
   • 7 replies
   • 2.3k views
   • 
   • AndyH
   • September 21, 2010

6. DB and 403(b) plans

   By Guest BarryK, August 2, 2004
   • 0 replies
   • 884 views
   • 
   • Guest
   • August 2, 2004

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

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

8. DB AND DC COMBINED DEDUCTION

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

9. DB AND DC COMBINED DEDUCTION

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

10. DB and DC contributions for Self- Employed

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

11. 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

12. DB and PSP

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

13. DB and SEP plans

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

14. DB Annual Funding Valuations

    By JAY21, August 26, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • August 26, 2010

15. DB Article/PPA Lump Sums

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

16. 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

17. DB benefit calculation question

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

18. Db Buyout

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

19. DB Cash Out Option

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

20. DB change of Sponsor to his New LLC

    By thepensionmaven, May 3, 2024
    • 2 replies
    • 1k views
    • 
    • truphao
    • May 3, 2024

21. DB Contribution Exceeds Schedule C

    By Andy the Actuary, June 19, 2007
    • 20 replies
    • 5.9k views
    • 
    • masteff
    • June 27, 2007

22. DB Contribution for Sole Proprietor

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

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

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

24. 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

25. DB Converstion to Money Purchase

    By Saiai, March 10, 2014   

    • pension
    • conversion
    • (and 1 more)

      Tagged with:

      • pension
      • conversion
      • money purchase multiemployer
    • 3 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 10, 2014

26. DB Cycle 3 FIS Document Seminars

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

27. DB DC Combination

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

28. DB DC Combo

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

29. 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

30. 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

31. DB DC combo question regarding Top Heavy

    By Earl, September 16, 2004
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • September 17, 2004

32. DB DC Combo resources

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

33. DB Deduction

    By Christopher Wilson, August 18, 2020
    • 2 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • August 19, 2020

34. DB Deduction

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

35. DB Deduction

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

36. DB deduction and formula amendments

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

37. DB deduction, stream of conscience....

    By Bri, May 3, 2021
    • 4 replies
    • 1.2k views
    • 
    • Bri
    • May 6, 2021

38. DB deductions

    By JARichardson, September 28, 2018   

    • db
    • deduction
    • (and 1 more)

      Tagged with:

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

39. DB Deductions & Employee Costs

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

40. DB distribution

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

41. DB Document Restatement

    By Guest taj32z, September 11, 2003
    • 7 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2003

42. DB Document updates

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

43. DB Dual formula

    By Guest Roman, June 20, 2005
    • 21 replies
    • 2.5k views
    • 
    • Guest
    • June 30, 2005

44. DB exemption from Excise Tax (nondeductible cont)

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

45. DB for 1 person S Corp

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

46. DB for domestic help

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

47. DB for S Corp while working for another physician

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

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

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

49. 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
    • 914 views
    • 
    • AndyH
    • July 20, 2017

50. DB funding deadline

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