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Search: Posts Made By: DaveyDo
Forum: Software & Technology 12-29-2017, 11:48 PM
Replies: 41
Views: 3,302
Posted By DaveyDo
Mint wants to link accounts. I don't like that. ...

Mint wants to link accounts. I don't like that. I like to categorize my purchases. If I go to Walmart, for example, and buy food and a TV, how does Mint categorize the purchase?
Forum: Software & Technology 12-29-2017, 11:13 PM
Replies: 41
Views: 3,302
Posted By DaveyDo
I'm bumping this thread. It's been a while since...

I'm bumping this thread. It's been a while since anyone commented. I'm using Quicken 2018 and am beginning to hate it. I only need these functions.

Check register
Reports for taxes, etc....
Forum: Pension - Social Security 05-12-2016, 04:11 PM
Replies: 129
Views: 40,927
Posted By DaveyDo
Auditor Mortality Madness

I have an auditor insisting that I change the ASC 715-30 Pension Expense. The expense is for calendar 2015. It seems the mortality is wrong. They are insisting that I use the MP-2015 scale. ...
Forum: Non-Actuarial Topics 01-27-2016, 04:18 PM
Replies: 64
Views: 3,732
Posted By DaveyDo
We have one. I usually cook up a whole chicken...

We have one. I usually cook up a whole chicken in 1/2 hour. It is so tender the wings usually fall off.
Forum: Pension - Social Security 10-13-2015, 04:17 PM
Replies: 1
Views: 753
Posted By DaveyDo
415 limit on a death benefit

I have a plan that has a very rich death benefit. If an active participant dies then the spouse gets a 100% J&S payable immediately. There is no reduction for early retirement. The normal form...
Forum: Non-Actuarial Topics 06-04-2015, 04:33 PM
Replies: 1,904
Views: 206,902
Posted By DaveyDo
Coversation in the car

The following conversation took place on the car ride to day care. My daughter, I'll call her "M", aged 7 and son, I'll call him "G", aged 4 were in the car with me.

G: "Does M have a peepee?"...
Forum: EA Exams 05-28-2015, 04:30 PM
Replies: 9
Views: 3,994
Posted By DaveyDo
2015 EA-2L released

http://www.irs.gov/pub/irs-utl/EA2L%200515.pdf
Forum: Pension - Social Security 04-03-2015, 08:49 AM
Replies: 2
Views: 1,083
Posted By DaveyDo
What is your Funding Target, Target Normal Cost...

What is your Funding Target, Target Normal Cost and Actuarial Value of Assets?
Forum: Pension - Social Security 03-09-2015, 11:58 AM
Replies: 1
Views: 1,078
Posted By DaveyDo
End of Year Valuation

What are the advantages of an end of year valuation for a qualified DB plan?
Forum: Pension - Social Security 07-30-2014, 03:59 PM
Replies: 129
Views: 40,927
Posted By DaveyDo
We had the just out of college auditor call. ...

We had the just out of college auditor call. There was a problem reconciling some entries in the 2012 Schedule SB with the 2011 SB. It turns out the 2011 SB that the auditor filed, (the auditor...
Forum: EA Exams 07-18-2014, 01:52 PM
Replies: 10
Views: 3,498
Posted By DaveyDo
Plagiarism? That's a stretch. The EA...

Plagiarism? That's a stretch.

The EA application asks for "relevant duties" that you have performed. If you have performed the same duties as someone else, why can't you use the same or very...
Forum: EA Exams 07-18-2014, 11:03 AM
Replies: 10
Views: 3,498
Posted By DaveyDo
Get a copy of an application that was approved...

Get a copy of an application that was approved and if you have the same experience, copy it.
Forum: TV Shows, Movies, Books, etc 07-17-2014, 01:03 PM
Replies: 97
Views: 5,726
Posted By DaveyDo
I'm wondering who tipped off Cheng about Audrey's...

I'm wondering who tipped off Cheng about Audrey's meeting?
Forum: Non-Actuarial Topics 10-14-2013, 01:49 PM
Replies: 203
Views: 8,793
Posted By DaveyDo
44. The second one arrived at age 47.

44. The second one arrived at age 47.
Forum: Pension - Social Security 07-17-2013, 09:01 AM
Replies: 3
Views: 961
Posted By DaveyDo
How do you keep track of due dates?

I was wondering how others keep track of the various due dates for qualified DB plans?

There are a lot of due dates. Quarterly requirements, funding notices, certification of funded status to...
Forum: Pension - Social Security 07-10-2013, 02:31 PM
Replies: 2
Views: 1,098
Posted By DaveyDo
I sent an email to: ...

I sent an email to:

RetirementPlanQuestions@irs.gov

on June 24. I received a call today from an IRS agent. He told me the due date was the later of the two dates.
Forum: Non-Actuarial Topics 06-14-2013, 12:41 PM
Replies: 106
Views: 6,610
Posted By DaveyDo
I watched the pilot again the other day. (It...

I watched the pilot again the other day. (It showed up on another channel.) Fiona was speaking with an Irish accent. She has lost it over the years.
Forum: Pension - Social Security 06-11-2013, 02:36 PM
Replies: 2
Views: 1,098
Posted By DaveyDo
Form 5330 Due Date?

A client of mine is not going to be able to make their 10/1/2011 to 9/30/2012 plan year minimum required contribution which is due 6/15/2013. Their tax year is 7/1 - 6/30. The instructions for Form...
Forum: Non-Actuarial Topics 03-11-2013, 11:36 AM
Replies: 16
Views: 1,129
Posted By DaveyDo
This is what I planned on doing next. Just...

This is what I planned on doing next. Just checking here for some advice and maybe somebody who could guess on a price.
Forum: Non-Actuarial Topics 03-10-2013, 10:55 PM
Replies: 16
Views: 1,129
Posted By DaveyDo
How much are my comic books worth?

I've been dragging a box of comic books with me my whole adult life. It's time to see how much they are worth. I have a attached a list of them. They are in very good condition. All of them,...
Forum: Non-Actuarial Topics 01-14-2013, 05:02 PM
Replies: 75
Views: 4,786
Posted By DaveyDo
They should just vote the deaf girl off so they...

They should just vote the deaf girl off so they don't have to worry about her screwing up.
Forum: Pension - Social Security 09-17-2012, 12:16 PM
Replies: 2
Views: 1,547
Posted By DaveyDo
Changing Asset Method - IRS Approval

I have a client with a qualified US DB plan that uses smoothed assets. Their investment adviser wants us to check into what needs to be done to change it to straight market value. (The investment...
Forum: Software & Technology 05-04-2012, 09:58 AM
Replies: 3
Views: 570
Posted By DaveyDo
Thank you!

Thank you!
Forum: Software & Technology 05-03-2012, 03:54 PM
Replies: 3
Views: 570
Posted By DaveyDo
Excel Access link

I am using Office 2010. I have an Excel spreadsheet that links to data in Access. I want to change the database that Excel links to. What is the easiest way to do this?
Forum: Pension - Social Security 04-26-2012, 03:34 PM
Replies: 4
Views: 2,516
Posted By DaveyDo
Annual Funding Notice - What if you're late?

Annual Funding Notices for calendar plan are due to be mailed this week. What is the penalty if you are late?
Showing results 1 to 25 of 300

 

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