Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Jan 10 Funding Segment Rates

   By mwyatt, January 13, 2010
   • 7 replies
   • 1.7k views
   • 
   • david rigby
   • January 14, 2010

2. JB Reenrollment

   By mwyatt, December 6, 2007
   • 6 replies
   • 1.4k views
   • 
   • mwyatt
   • December 7, 2007

3. JBEA Renewal

   By retbenser, May 19, 2011
   • 14 replies
   • 2.1k views
   • 
   • FAPInJax
   • June 24, 2011

4. JBEA Renewal

   By JAY21, December 21, 2010
   • 11 replies
   • 2.2k views
   • 
   • SoCalActuary
   • April 4, 2011

5. JBEA to eliminate physical presence requirement for continuing education retro to  beginning of this cycle.

   By Effen, March 13, 2024
   • 1 reply
   • 679 views
   • 
   • CuseFan
   • March 13, 2024

6. JNJ Stocks & 401K

   By Guest rpescev, September 30, 1998
   • 1 reply
   • 2.9k views
   • 
   • Lorraine Dorsa
   • October 9, 1998

7. Joint & 75% Option

   By Andy the Actuary, October 19, 2011
   • 6 replies
   • 1.5k views
   • 
   • SoCalActuary
   • October 31, 2011

8. Joint & Survivor with 10-year Certain

   By JAY21, March 26, 2010
   • 4 replies
   • 2.9k views
   • 
   • david rigby
   • March 27, 2010

9. Joint and Survivor Annuities

   By Guest rhector12, August 4, 2011
   • 4 replies
   • 2.7k views
   • 
   • david rigby
   • August 4, 2011

10. Joint and Survivor Annuity

    By Blinky the 3-eyed Fish, November 3, 2005
    • 13 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 15, 2005

11. Joint and Survivor Question

    By Guest MC2, December 27, 2006
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • December 28, 2006

12. Joint vs individual DB annuities -- actuarial adjustments

    By Guest brown, September 21, 1998
    • 5 replies
    • 4k views
    • 
    • Larry M
    • September 23, 1998

13. JSA with Child as Beneficiary

    By Ananda, April 5, 2022
    • 10 replies
    • 1.7k views
    • 
    • CuseFan
    • April 26, 2022

14. JSL PLan

    By Guest Doogie61, December 10, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2009

15. just in case sort of freeze amendments?!

    By justanotheradmin, March 4, 2024
    • 6 replies
    • 1.4k views
    • 
    • Effen
    • March 5, 2024

16. K-1 ?

    By Penman2006, February 4, 2009
    • 4 replies
    • 2.1k views
    • 
    • PensionPro
    • September 9, 2015

17. K-1 Income & Cash Balance Contributions

    By metsfan026, April 3, 2024
    • 7 replies
    • 2.7k views
    • 
    • Calavera
    • April 4, 2024

18. K-1 Income/Guaranteed Payments

    By JAY21, September 9, 2014   

    • Payments reduced by Contrib ?
    • 1 reply
    • 2k views
    • 
    • Bird
    • September 9, 2014

19. K-1 vs W-2 for contribution

    By thepensionmaven, September 1, 2020
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • September 2, 2020

20. K1 earned income from LLC Partnership: DB Plan eligible at what level...individual / LLC

    By Guest aincog, December 11, 2006
    • 1 reply
    • 2.2k views
    • 
    • SoCalActuary
    • December 12, 2006

21. Katrina Relief?

    By Guest Arlingtonray, October 4, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 4, 2005

22. Key Employees for determination of 2005 Top Heavy status

    By Guest HaroldA, July 1, 2005
    • 3 replies
    • 1.5k views
    • 
    • Effen
    • July 1, 2005

23. Killing 412i plan

    By FAPInJax, December 7, 2007
    • 1 reply
    • 990 views
    • 
    • SoCalActuary
    • December 7, 2007

24. Lack of Birth Certificate

    By Guest SueJ, October 23, 2002
    • 5 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • November 1, 2002

25. Lack of Fidelity Bond

    By Guest Keith N, September 20, 2002
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • September 23, 2002

26. Lack of Fidelity Bond Coverage

    By Guest maddie, October 10, 2002
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 11, 2002

27. large plan valuations administration

    By Guest lip, March 26, 2009
    • 10 replies
    • 1.7k views
    • 
    • Ron Snyder
    • April 8, 2009

28. Last day Employment Requirement in a DB plan

    By flosfur, February 19, 2004
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • February 23, 2004

29. Last Day of Employment Requirement for CBP Accrual

    By Jimmy Slones, October 30, 2024
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • November 4, 2024

30. last day of plan year valuation date

    By Gary, December 10, 2010
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • December 10, 2010

31. Late 204(h) Notice

    By 401 Chaos, March 19, 2021
    • 3 replies
    • 2.8k views
    • 
    • 401 Chaos
    • March 22, 2021

32. Late 401(k0 Contributions

    By Guest mich823, December 13, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 7, 2002

33. Late 5500

    By Pension RC, August 18, 2014
    • 1 reply
    • 778 views
    • 
    • Andy the Actuary
    • August 18, 2014

34. Late 5500's and PBGC Forms

    By goldtpa, March 20, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • March 20, 2006

35. Late Contribution

    By Gary, July 24, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 24, 2008

36. Late contribution to PS plan

    By Gary, July 23, 2005
    • 7 replies
    • 1.7k views
    • 
    • mbozek
    • July 25, 2005

37. Late Contributions for S412 but timely for S404 related Problem

    By flosfur, October 11, 2003
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • October 13, 2003

38. Late DB contribution

    By Guest CAM223, January 16, 2003
    • 2 replies
    • 1.3k views
    • 
    • MGB
    • January 17, 2003

39. Late Election to use COB / PFB to cover quarterlies

    By My 2 cents, June 16, 2010
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • June 29, 2010

40. Late First Year PBGC Filing

    By vrradjew, August 5, 2016   

    • PBGC
    • Filing
    • (and 4 more)

      Tagged with:

      • PBGC
      • Filing
      • Fees
      • Penalties
      • late
      • due date
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • August 5, 2016

41. Late late quarterlies

    By Blinky the 3-eyed Fish, August 18, 2008
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 18, 2008

42. Late Late Retiree

    By abanky, February 7, 2011
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • February 12, 2011

43. Late pension contribution consequences

    By tuni88, July 27, 2010
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • July 27, 2010

44. Late Quarterly Contribution Charge

    By mming, November 27, 2008
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • November 28, 2008

45. Late quarterly contributions shown on Schedule SB

    By TJM, August 1, 2018
    • 1 reply
    • 956 views
    • 
    • figure 8
    • August 1, 2018

46. Late Quarterly Interest

    By Guest guppy, April 26, 2005
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • May 3, 2005

47. Late Quarterly Interest Charges

    By Blinky the 3-eyed Fish, April 3, 2002
    • 6 replies
    • 2.6k views
    • 
    • mwyatt
    • April 4, 2002

48. Late Quarterly Interest Penalty

    By Guest lilliand, January 17, 2003
    • 14 replies
    • 2.5k views
    • 
    • WDIK
    • July 18, 2003

49. Late Retirement

    By nancy, August 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • nancy
    • August 21, 2003

50. late retirement

    By Gary, September 28, 2012
    • 9 replies
    • 2.2k views
    • 
    • david rigby
    • September 28, 2012