Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Penalties If Can't Fund Their Contributions

   By metsfan026, September 10, 2025
   • 4 replies
   • 2.1k views
   • 
   • metsfan026
   • September 11, 2025

2. Pension $ paid back retroactively due to policy change

   By June Shoji, October 12, 2022
   • 10 replies
   • 3.4k views
   • 
   • Luke Bailey
   • October 18, 2022

3. Pension Account

   By Gary, July 28, 2005
   • 8 replies
   • 3.2k views
   • 
   • ljr
   • August 2, 2005

4. Pension Act

   By Blinky the 3-eyed Fish, August 18, 2006
   • 1 reply
   • 1.3k views
   • 
   • Everett Moreland
   • August 18, 2006

5. pension actuarial calculation

   By Gary, July 29, 2010
   • 6 replies
   • 1.7k views
   • 
   • david rigby
   • July 30, 2010

6. Pension amount after NRA

   By Nightnurse, October 2, 2021
   • 7 replies
   • 1.1k views
   • 
   • AndyH
   • October 8, 2021

7. Pension Answer Book a plan expense?

   By Guest SueJ, January 9, 2004
   • 6 replies
   • 1.3k views
   • 
   • Guest
   • January 12, 2004

8. Pension Attorney Referral--

   By VeryOldMan, May 21, 2020
   • 10 replies
   • 1.6k views
   • 
   • RatherBeGolfing
   • September 25, 2020

9. Pension Benefit Statements

   By dmb, November 20, 2009
   • 0 replies
   • 1.2k views
   • 
   • dmb
   • November 20, 2009

10. Pension Bills

    By JAY21, July 7, 2006
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • July 10, 2006

11. Pension Buy In - Credited Service

    By Zoraster, October 1, 2015
    • 2 replies
    • 1k views
    • 
    • Zoraster
    • November 9, 2015

12. Pension buyout lump-sum rolled over and under 59 1/2

    By Florida1, May 1, 2013
    • 4 replies
    • 1.5k views
    • 
    • masteff
    • May 9, 2013

13. Pension calculation for lump sum rollover is 40+% less than it was 18

    By Guest dpeverhart, February 5, 2000
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • February 7, 2000

14. Pension Check not cashed over 30 years ago

    By alexa, October 10, 2015
    • 10 replies
    • 1.7k views
    • 
    • alexa
    • October 13, 2015

15. Pension Consulting Firm for Sale (or merger)

    By drakecohen, December 15, 2021
    • 0 replies
    • 628 views
    • 
    • drakecohen
    • December 15, 2021

16. pension contributions during chapter 11 (reorganization) bankruptcy

    By Guest kkesq, May 1, 2002
    • 5 replies
    • 2.5k views
    • 
    • pjkoehler
    • May 3, 2002

17. Pension Deduction on 1040

    By Pension RC, May 5, 2016
    • 5 replies
    • 1.5k views
    • 
    • rcline46
    • May 5, 2016

18. pension deductions and controlled group

    By Gary, January 31, 2013
    • 0 replies
    • 1k views
    • 
    • Gary
    • January 31, 2013

19. Pension Deductions with LLC

    By Gary, October 29, 2008
    • 3 replies
    • 1.5k views
    • 
    • mwyatt
    • October 30, 2008

20. Pension Deductions: Sec 412 vs 404(a)(6)

    By VeryOldMan, June 15, 2019   

    • year of deduction
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 15, 2019

21. Pension distributions

    By Gary, February 12, 2010
    • 1 reply
    • 926 views
    • 
    • masteff
    • February 12, 2010

22. Pension Equity Plan

    By Guest cosmo01, June 18, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 18, 2003

23. Pension Equity Plan: Distributions

    By Guest wwest, September 15, 1999
    • 8 replies
    • 2k views
    • 
    • david rigby
    • September 24, 1999

24. Pension for sole proprietor

    By Gary, December 19, 2008
    • 7 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • February 5, 2009

25. Pension Funding

    By Belgarath, July 15, 2010
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • July 15, 2010

26. Pension Funding Equity Act

    By david rigby, April 13, 2004
    • 21 replies
    • 3k views
    • 
    • MGB
    • May 7, 2004

27. Pension Funding Equity Act

    By Gary, July 8, 2004
    • 17 replies
    • 3k views
    • 
    • Guest
    • November 19, 2004

28. Pension Funding Equity Act 2004

    By Gary, August 14, 2009
    • 1 reply
    • 944 views
    • 
    • SoCalActuary
    • August 14, 2009

29. Pension Funding Equity Act re: Lump Sum payments

    By dmb, April 14, 2004
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • April 14, 2004

30. Pension Funding question?

    By Guest Hickory6, August 24, 2002
    • 22 replies
    • 3.5k views
    • 
    • mwyatt
    • August 30, 2002

31. Pension Funding Relief

    By Guest OUCH, March 20, 2006
    • 17 replies
    • 4k views
    • 
    • Guest
    • June 5, 2006

32. Pension funding relief

    By Gary, July 8, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2011

33. Pension Income (distributions) subject to FICA

    By JAY21, March 17, 2010
    • 4 replies
    • 4k views
    • 
    • Guest
    • May 4, 2010

34. Pension Payments Continuing to Deceased Retiree

    By Guest cjk, October 10, 2003
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • October 22, 2003

35. Pension payments made to a nonresident alien, he passes away and now the surviving spouse wants to begin her payments under his SSN...is this legal?

    By Guest cole24, November 3, 2003
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • February 29, 2004

36. Pension Payout Issue

    By Guest MC2, January 8, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • January 8, 2007

37. Pension payroll tracking system

    By david rigby, October 25, 2017
    • 5 replies
    • 1.2k views
    • 
    • Effen
    • October 26, 2017

38. Pension Plan Audit & Sponsor's tax return

    By flosfur, January 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • January 29, 2004

39. Pension Plan based on W-2 income instead of K-1 profits

    By richard, October 16, 1998
    • 1 reply
    • 3.3k views
    • 
    • Lorraine Dorsa
    • October 21, 1998

40. Pension Plan for Self-Employed

    By Gary, February 27, 2008
    • 5 replies
    • 1.6k views
    • 
    • SoCalActuary
    • February 27, 2008

41. Pension Plan Frozen?

    By Guest seepajd, December 18, 2008
    • 8 replies
    • 1.6k views
    • 
    • tymesup
    • December 27, 2008

42. Pension Plan Investments

    By Gary, September 17, 2009
    • 11 replies
    • 1.8k views
    • 
    • Gary
    • September 22, 2009

43. Pension Plan Investments

    By Gary, September 28, 2006
    • 6 replies
    • 1.5k views
    • 
    • Gary
    • September 29, 2006

44. Pension plan investments

    By Gary, July 12, 2010
    • 0 replies
    • 926 views
    • 
    • Gary
    • July 12, 2010

45. Pension Plan Investments and Transactions

    By Gary, February 16, 2005
    • 0 replies
    • 985 views
    • 
    • Gary
    • February 16, 2005

46. Pension Plan vs. Taxable Account

    By goldtpa, December 18, 2003
    • 13 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 19, 2003

47. Pension Plan With a Fixed Term - Automatic Disqualification?

    By Guest dolstein, June 12, 2013
    • 4 replies
    • 987 views
    • 
    • masteff
    • June 12, 2013

48. Pension Plans & Total Rewards Statements

    By TPApril, August 27, 2024
    • 6 replies
    • 1.1k views
    • 
    • TPApril
    • August 28, 2024

49. Pension Protection Act of 2006

    By mwyatt, August 4, 2006
    • 22 replies
    • 4.8k views
    • 
    • Guest
    • August 16, 2006

50. pension reform 415 limits

    By MR, October 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • October 25, 2001