Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Pension Bills

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

2. Pension Buy In - Credited Service

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

3. 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

4. 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

5. Pension Check not cashed over 30 years ago

   By alexa, October 10, 2015
   • 10 replies
   • 1.6k views
   • 
   • alexa
   • October 13, 2015

6. Pension Consulting Firm for Sale (or merger)

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

7. pension contributions during chapter 11 (reorganization) bankruptcy

   By Guest kkesq, May 1, 2002
   • 5 replies
   • 2.4k views
   • 
   • pjkoehler
   • May 3, 2002

8. Pension Deduction on 1040

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

9. pension deductions and controlled group

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

10. Pension Deductions with LLC

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

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

    By VeryOldMan, June 15, 2019   

    • year of deduction
    • 5 replies
    • 1.5k views
    • 
    • Mike Preston
    • June 15, 2019

12. Pension distributions

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

13. Pension Equity Plan

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

14. Pension Equity Plan: Distributions

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

15. Pension for sole proprietor

    By Gary, December 19, 2008
    • 7 replies
    • 2k views
    • 
    • Andy the Actuary
    • February 5, 2009

16. Pension Funding

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

17. Pension Funding Equity Act

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

18. Pension Funding Equity Act

    By Gary, July 8, 2004
    • 17 replies
    • 2.9k views
    • 
    • Guest
    • November 19, 2004

19. Pension Funding Equity Act 2004

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

20. Pension Funding Equity Act re: Lump Sum payments

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

21. Pension Funding question?

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

22. Pension Funding Relief

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

23. Pension funding relief

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

24. Pension Income (distributions) subject to FICA

    By JAY21, March 17, 2010
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • May 4, 2010

25. Pension Payments Continuing to Deceased Retiree

    By Guest cjk, October 10, 2003
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • October 22, 2003

26. 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

27. Pension Payout Issue

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

28. Pension payroll tracking system

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

29. Pension Plan Audit & Sponsor's tax return

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

30. 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

31. Pension Plan for Self-Employed

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

32. Pension Plan Frozen?

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

33. Pension Plan Investments

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

34. Pension Plan Investments

    By Gary, September 28, 2006
    • 6 replies
    • 1.4k views
    • 
    • Gary
    • September 29, 2006

35. Pension plan investments

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

36. Pension Plan Investments and Transactions

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

37. Pension Plan vs. Taxable Account

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

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

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

39. Pension Plans & Total Rewards Statements

    By TPApril, August 27, 2024
    • 6 replies
    • 981 views
    • 
    • TPApril
    • August 28, 2024

40. Pension Protection Act of 2006

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

41. pension reform 415 limits

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

42. Pension Relief Elections

    By Effen, January 26, 2011
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • January 31, 2011

43. Pension repayment on rehire

    By Dr Joe, February 14, 2020   

    • pension repayment rehire
    • 4 replies
    • 1.5k views
    • 
    • Dr Joe
    • February 14, 2020

44. Pension Report at termination of employment

    By Guest ebgroup, January 10, 2011
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 11, 2011

45. Pension Service Buyback

    By Guest fcdeacy, February 1, 2005
    • 18 replies
    • 3.4k views
    • 
    • AndyH
    • February 3, 2005

46. Pension specific withholding taxes?

    By Guest new2taxes, July 2, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 2, 2010

47. Pension Thaw?

    By tuni88, December 6, 2007
    • 7 replies
    • 2.8k views
    • 
    • SoCalActuary
    • December 10, 2007

48. Pension Trust Form 5471/Foreign Corporation Filing

    By MAK, September 26, 2019
    • 1 reply
    • 673 views
    • 
    • Dan
    • November 4, 2019

49. Pension valuations for plan years beginning in 2004

    By Gary, December 20, 2004
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • December 20, 2004

50. Pensioner rights to plan documents

    By Gary, December 17, 1998
    • 1 reply
    • 2k views
    • 
    • david rigby
    • December 18, 1998