The FIRE Form: Defined Contribution (DC) Table
This online training video will be focusing on completing the defined contribution allocation table, or DC tab for short, which is included in the FIRE Form.
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0:00:19 - Required Documents
0:00:53 - Opening the DC Tab
0:02:11 - DC Tab: Deferred Status
0:02:30 - DC Tab: Paid Status
0:02:39 - DC Tab: Separated/Not Vested and Forfeit Statuses
0:03:12 - DC Tab: Inactive Status
0:03:59 - DC Tab: Return to Service
0:04:32 - DC Tab: Active Service Credit
0:04:47 - DC Tab: Beginning Balances
0:05:08 - DC Tab: Net Investment Income
0:05:55 - DC Tab: Deferred Interest Allocations
0:07:26 - DC Tab: Contributions
0:07:45 - Full Year vs Full Months Allocations
0:08:42 - DC Tab: Forfeitures/Forfeiture Income
0:09:34 - DC Tab: Benefit Expenditures
0:10:00 - Recording Supplemental Benefits
0:10:44 - DC Tab: Administrative Expenses
0:11:20 - DC Tab: Investment Fees
0:12:15 - DC Tab: Review Totals
Additional FIRE Form Videos
- The FIRE Form: Home and Plan Information Tabs
- The FIRE Form: Investment and Mutual Funds and ETFs Tabs
- The FIRE Form: Financial Information and Benefit Payments Tabs
- The FIRE Form: Cash Flows Tab
Please visit the Pension Forms page to view the FIRE Form written instructions and the Training Opportunities page for more training videos related to Fire Relief Associations.