Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Plan Termination - Annuity Purchases

   By JAY21, September 24, 2013   

   • Deferred Annuity Requirements
   • 8 replies
   • 6.8k views
   • 
   • ombskid
   • October 17, 2013

2. Plan Termination - Benefit options

   By Guest skc, October 26, 2006
   • 3 replies
   • 1.9k views
   • 
   • AndyH
   • October 26, 2006

3. Plan Termination - Determination Letter

   By ndj2377, May 15, 2018
   • 11 replies
   • 3.5k views
   • 
   • ESOP Guy
   • May 18, 2018

4. Plan Termination - Late Distribution

   By Dougsbpc, November 3, 2008
   • 2 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • November 6, 2008

5. Plan Termination -- If adding a lump sum option for participants not in pay status may a different lookback month be used?

   By WestCoast, April 17, 2015   

   • lump sum
   • 417(e)
   • (and 2 more)

     Tagged with:

     • lump sum
     • 417(e)
     • anti-cutback
     • lookback month
   • 6 replies
   • 4.2k views
   • 
   • Andy the Actuary
   • May 5, 2015

6. Plan Termination (non-PBGC)

   By emmetttrudy, May 1, 2012
   • 3 replies
   • 1.9k views
   • 
   • SoCalActuary
   • May 1, 2012

7. Plan Termination & 436 restrictions

   By Dennis Povloski, October 7, 2009
   • 4 replies
   • 1.3k views
   • 
   • Dennis Povloski
   • October 8, 2009

8. Plan termination 2007/2008 payout

   By nancy, March 6, 2008
   • 1 reply
   • 828 views
   • 
   • Andy the Actuary
   • March 7, 2008

9. Plan termination and 1099's

   By Guest shronesz, January 2, 2002
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • January 3, 2002

10. Plan termination and FSA

    By abanky, May 20, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • May 20, 2004

11. Plan termination and lump sums

    By abanky, September 18, 2007
    • 5 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2007

12. Plan Termination and new 415 Limit

    By Dougsbpc, June 8, 2004
    • 15 replies
    • 1.9k views
    • 
    • david rigby
    • June 16, 2004

13. Plan termination and Prepaid

    By SSRRS, January 31, 2023
    • 9 replies
    • 804 views
    • 
    • SSRRS
    • February 3, 2023

14. Plan termination and reallocation of benefits

    By abanky, May 16, 2011
    • 14 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • May 23, 2011

15. Plan Termination and rollover

    By No Name, December 2, 2004
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • December 2, 2004

16. Plan Termination and Waiver of Benefits

    By Blinky the 3-eyed Fish, August 8, 2002
    • 0 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2002

17. Plan termination annuities & lump sums

    By Guest Keith N, April 1, 2003
    • 15 replies
    • 6.5k views
    • 
    • Blinky the 3-eyed Fish
    • April 4, 2003

18. Plan Termination Calculation

    By Guest DBStudentAct, May 3, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 25, 2010

19. Plan Termination in 2008

    By Guest Sus95, January 31, 2008
    • 8 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 15, 2008

20. Plan Termination Inquiry;

    By Kent Allard, October 4, 2025   

    • prohibited
    • defined benefit
    • (and 5 more)

      Tagged with:

      • prohibited
      • defined benefit
      • pension
      • plan termination
      • unpredictable contingent event benefits
      • defined benefit plan
      • 436
    • 1 reply
    • 448 views
    • 
    • C. B. Zeller
    • October 6, 2025

21. Plan termination IRS dl

    By Gary, September 8, 2010
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • September 15, 2010

22. Plan Termination Liability

    By emmetttrudy, May 25, 2011
    • 4 replies
    • 2.9k views
    • 
    • Effen
    • May 25, 2011

23. Plan Termination Question

    By Guest mingblue, January 8, 2007
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • January 11, 2007

24. Plan Termination Question

    By Guest mingblue, March 15, 2007
    • 1 reply
    • 1k views
    • 
    • david rigby
    • March 15, 2007

25. Plan Termination Waiver of Benefits by non-owners

    By Guest elem, January 28, 2005
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • January 28, 2005

26. Plan termination with early retirement subsidy

    By AndyH, December 7, 2000
    • 5 replies
    • 2.2k views
    • 
    • AndyH
    • December 9, 2000

27. Plan Termination with EE contributions

    By Hojo, August 27, 2018
    • 3 replies
    • 768 views
    • 
    • CuseFan
    • August 27, 2018

28. Plan Termination, PPA and PBGC

    By rcline46, December 28, 2011
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 28, 2011

29. Plan Terminations and AFTAP

    By Guest Jcarolan, October 31, 2008
    • 7 replies
    • 3.5k views
    • 
    • JAY21
    • February 11, 2009

30. Plan Terminations for small Defined Benefit plans

    By Guest AK1321, January 18, 2008
    • 9 replies
    • 5.9k views
    • 
    • Mike Preston
    • January 18, 2008

31. Plan that never reported FAS

    By Guest saeissler, January 10, 2007
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 10, 2007

32. Plan Trust Tax ID vs Employer Tax ID, can they be the same?

    By RayJJohnsonJr, January 30, 2025
    • 8 replies
    • 2.6k views
    • 
    • Bill Presson
    • February 3, 2025

33. Plan was never set up

    By Jakyasar, February 15, 2023
    • 4 replies
    • 834 views
    • 
    • Josette
    • February 17, 2023

34. Plan with no actives

    By FAPInJax, May 12, 2003
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • May 12, 2003

35. plan with only HCEs

    By Guest mrsactuary, April 24, 2008
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • April 25, 2008

36. Plan withdrawals

    By Gary, February 2, 2010
    • 9 replies
    • 1.6k views
    • 
    • Gary
    • February 3, 2010

37. Plan Year End

    By Pension RC, February 4, 2014
    • 2 replies
    • 936 views
    • 
    • david rigby
    • February 5, 2014

38. Plan-to-Plan Transfer of Assets

    By Scott, August 9, 2000
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • August 13, 2002

39. Planning for over-funded DB plan

    By Guest Doug Johnston, November 3, 1998
    • 3 replies
    • 2.6k views
    • 
    • Larry M
    • November 5, 1998

40. Plans of Controlled Groups of Corporations

    By Hoard1, March 11, 1999
    • 0 replies
    • 1.5k views
    • 
    • Hoard1
    • March 11, 1999

41. plant shutdown and accrued benefits

    By Guest Mr. Kite, July 26, 2007
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 26, 2007

42. PLLC and testing

    By retbenser, February 27, 2011
    • 0 replies
    • 797 views
    • 
    • retbenser
    • February 27, 2011

43. PLR that had no effect

    By Guest Southern FA, January 5, 2011
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • May 2, 2011

44. Poll

    By jpod, July 10, 2017
    • 6 replies
    • 779 views
    • 
    • RatherBeGolfing
    • July 11, 2017

45. Pooled Investment Account Interest - no annual statement

    By justanotheradmin, Friday at 09:43 PM
    • 2 replies
    • 229 views
    • 
    • justanotheradmin
    • Saturday at 12:35 AM

46. Pooling of sick leave credit for use by other plan participants

    By EGB, June 5, 2001
    • 2 replies
    • 1.5k views
    • 
    • Larry M
    • June 7, 2001

47. Pop Up Factor Formula

    By Guest chrisb, January 3, 2011
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • January 3, 2011

48. Possible "Lost" Pension

    By jpod, August 6, 2002
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • August 12, 2002

49. Possible 436 Contribution

    By dmb, November 9, 2016
    • 1 reply
    • 841 views
    • 
    • Mike Preston
    • November 16, 2016

50. Possible Affiliated Service Group

    By JAY21, November 7, 2012
    • 3 replies
    • 1.3k views
    • 
    • Doghouse
    • November 14, 2012