Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Pension Relief Elections

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

2. Pension repayment on rehire

   By Dr Joe, February 14, 2020   

   • pension repayment rehire
   • 4 replies
   • 1.6k views
   • 
   • Dr Joe
   • February 14, 2020

3. Pension Report at termination of employment

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

4. Pension Service Buyback

   By Guest fcdeacy, February 1, 2005
   • 18 replies
   • 3.5k views
   • 
   • AndyH
   • February 3, 2005

5. Pension specific withholding taxes?

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

6. Pension Thaw?

   By tuni88, December 6, 2007
   • 7 replies
   • 2.9k views
   • 
   • SoCalActuary
   • December 10, 2007

7. Pension Trust Form 5471/Foreign Corporation Filing

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

8. Pension valuations for plan years beginning in 2004

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

9. Pensioner rights to plan documents

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

10. PEO

    By SSRRS, June 6, 2023
    • 3 replies
    • 996 views
    • 
    • CuseFan
    • June 7, 2023

11. PEP Lump Sum Question

    By Guest LarryD, May 22, 2008
    • 8 replies
    • 2k views
    • 
    • Mike Preston
    • May 23, 2008

12. Permanency Issue

    By austin3515, November 5, 2004
    • 6 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2004

13. Permanency Issue

    By Pension RC, December 23, 2016
    • 2 replies
    • 958 views
    • 
    • Calavera
    • December 29, 2016

14. permissable investment in a DB plan

    By betheeg, January 9, 2003
    • 5 replies
    • 1.4k views
    • 
    • mbozek
    • January 16, 2003

15. Permissibility of lump-sum and life annuity

    By YankeeFan, February 19, 2002
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • February 19, 2002

16. Permissive Aggregation

    By JAY21, September 15, 2006
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 15, 2006

17. Permissive Aggregation

    By emmetttrudy, May 18, 2009
    • 5 replies
    • 2.5k views
    • 
    • SoCalActuary
    • May 18, 2009

18. Permissive Aggregation

    By JAY21, February 17, 2006
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 3, 2006

19. Permissive Aggregation for Coverage Test

    By flosfur, November 21, 2007
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • November 26, 2007

20. Permitted Disparity

    By david rigby, July 23, 2003
    • 4 replies
    • 2k views
    • 
    • david rigby
    • July 24, 2003

21. Permitted Disparity - PV Using 417e Rates

    By JAY21, January 31, 2014   

    • Any Reduction Needed ?
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 31, 2014

22. Permitted Disparity - s/b interesting

    By Gary, March 8, 2001
    • 9 replies
    • 2.1k views
    • 
    • Gary
    • March 9, 2001

23. Permitted Disparity Calculation?

    By Guest newtobenefits, September 23, 2008
    • 1 reply
    • 2k views
    • 
    • SoCalActuary
    • September 23, 2008

24. Permitted Disparity, Non-Standard Interest Rates

    By Guest merlin, April 28, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 30, 2004

25. permitted investments

    By PensionNewbee, September 9, 2003
    • 8 replies
    • 4.2k views
    • 
    • David MacLennan
    • September 12, 2003

26. Personal check used for funding corporate DB

    By Guest Nineteen, February 6, 2004
    • 4 replies
    • 1k views
    • 
    • GBurns
    • February 6, 2004

27. Personal Taxes Owed on Excess Reversion from Pension Plan

    By Guest Brenda RSM, July 27, 1999
    • 1 reply
    • 1.9k views
    • 
    • mwyatt
    • July 29, 1999

28. Perspective On Congress Discussing Pension Cutback Legislation

    By Andy the Actuary, December 21, 2014
    • 31 replies
    • 3k views
    • 
    • Effen
    • May 8, 2016

29. Perverse Result?

    By Andy the Actuary, April 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 13, 2008

30. PFB & AFTAP

    By Audrey, May 31, 2024
    • 1 reply
    • 631 views
    • 
    • Calavera
    • June 4, 2024

31. PFB and Excess contributions for EOY plans

    By Guest AP914, January 23, 2010
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 28, 2010

32. PFB for EOY val date

    By Guest AP914, May 11, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 11, 2009

33. PFB must be declared by prior year 5500 due date

    By Effen, September 14, 2009
    • 0 replies
    • 1.1k views
    • 
    • Effen
    • September 14, 2009

34. PFEA and Lump Sums Under RR 98-1

    By Guest merlin, December 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 3, 2004

35. PFEA or PPA lump sum language on restatement?

    By Guest Bearlee, February 26, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 27, 2007

36. Phased Retirement

    By Guest Peter, November 16, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 16, 1998

37. Phased Retirement

    By Guest SEV, October 24, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2007

38. Phased Retirement Final Regs

    By JAY21, June 15, 2007
    • 16 replies
    • 2.4k views
    • 
    • ak2ary
    • October 4, 2007

39. PIA calculation

    By Gary, September 19, 2000
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • September 19, 2000

40. Plan account details

    By Gary, October 7, 2009
    • 0 replies
    • 781 views
    • 
    • Gary
    • October 7, 2009

41. Plan account labeled with company name only

    By SSRRS, April 26, 2022
    • 3 replies
    • 701 views
    • 
    • Dave Baker
    • April 27, 2022

42. Plan Actuarial Equivalence

    By Gary, December 1, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 1998

43. Plan Administrator's responsibility to contact participants

    By Pension RC, March 10, 2015
    • 6 replies
    • 2.3k views
    • 
    • mbozek
    • March 10, 2015

44. plan adminstrator

    By Guest pic, November 6, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 6, 1998

45. plan adminstrators

    By Guest pic, November 6, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 6, 1998

46. Plan aggregation

    By Guest HRD, November 6, 2008
    • 2 replies
    • 946 views
    • 
    • tymesup
    • November 6, 2008

47. Plan Aggregation and timing of contributions

    By AndyH, January 27, 2010
    • 4 replies
    • 999 views
    • 
    • AndyH
    • February 5, 2010

48. Plan Aggregation with SEP

    By MGOAdmin, June 4, 2014   

    • aggregate
    • SEP
    • 1 reply
    • 1.6k views
    • 
    • Effen
    • June 4, 2014

49. Plan amended for in-svc distribution NRA - frozen - but lump sum available

    By DW, February 25, 2022
    • 2 replies
    • 555 views
    • 
    • DW
    • February 25, 2022

50. Plan Amendment

    By Dougsbpc, May 10, 2013
    • 0 replies
    • 870 views
    • 
    • Dougsbpc
    • May 10, 2013